The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109 68,777 700,523 SH   SOLE   700,523 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 848,727 3,934,757 SH   SOLE   2,733,557 0 1,201,200
ALPHABET INC CAP STK CL C 02079K107 1,864,454 1,318,931 SH   SOLE   865,165 0 453,766
ANTHEM INC COM 036752103 744,589 2,831,352 SH   SOLE   2,026,677 0 804,675
APPLE INC COM 037833100 3,072,063 8,421,226 SH   SOLE   5,630,662 0 2,790,564
APTIV PLC SHS G6095L109 83,434 1,070,762 SH   SOLE   1,070,762 0 0
BARCLAYS PLC ADR 06738E204 2,201 388,909 SH   SOLE   388,909 0 0
BK OF AMERICA CORP COM COM 060505104 10,103 425,400 SH   SOLE   425,400 0 0
CATERPILLAR INC DEL COM 149123101 780,070 6,166,565 SH   SOLE   4,556,365 0 1,610,200
CIGNA CORP NEW COM 125523100 1,055,502 5,624,844 SH   SOLE   3,983,433 0 1,641,411
CITIGROUP INC COM 172967424 1,003,360 19,635,229 SH   SOLE   13,827,588 0 5,807,641
D R HORTON INC COM 23331A109 842,038 15,185,537 SH   SOLE   10,323,081 0 4,862,456
FACEBOOK INC CL A 30303M102 1,299,337 5,722,186 SH   SOLE   4,094,386 0 1,627,800
FIFTH THIRD BANCORP COM 316773100 286,077 14,837,995 SH   SOLE   11,489,386 0 3,348,609
GENERAL MTRS CO COM 37045V100 2,482 98,100 SH   SOLE   98,100 0 0
GENUINE PARTS CO COM 372460105 53,622 616,628 SH   SOLE   616,628 0 0
HALLIBURTON CO COM 406216101 307,534 23,692,943 SH   SOLE   16,007,258 0 7,685,685
HCA HEALTHCARE INC COM 40412C101 667,186 6,873,951 SH   SOLE   5,033,551 0 1,840,400
JPMORGAN CHASE & CO COM 46625H100 239,789 2,549,322 SH   SOLE   1,862,770 0 686,552
LENNAR CORP CL B 526057302 5,724 124,184 SH   SOLE   93,710 0 30,474
LENNAR CORP CL A 526057104 645,807 10,480,472 SH   SOLE   7,207,279 0 3,273,193
MEDTRONIC PLC SHS G5960L103 690,117 7,525,813 SH   SOLE   5,430,611 0 2,095,202
MERCK & CO. INC COM 58933Y105 57,092 738,293 SH   SOLE   710,593 0 27,700
MERITAGE HOMES CORP COM 59001A102 617 8,100 SH   SOLE   8,100 0 0
MICRON TECHNOLOGY INC COM 595112103 1,380,919 26,803,557 SH   SOLE   18,519,257 0 8,284,300
MICROSOFT CORP COM 594918104 2,691,143 13,223,640 SH   SOLE   9,144,134 0 4,079,506
PEPSICO INC COM 713448108 511,941 3,870,719 SH   SOLE   2,838,317 0 1,032,402
PFIZER INC COM 717081103 924,822 28,282,011 SH   SOLE   19,971,008 0 8,311,003
ROYAL BK SCOTLAND GROUP PLC SPONS ADR 2 ORD 780097689 1,019 334,250 SH   SOLE   334,250 0 0
SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100 2,324 96,594 SH   SOLE   96,594 0 0
SPDR S&P 500 ETF TR TR U NIT 78462F103 335,189 1,087,005 SH   SOLE   1,087,005 0 0
STANLEY BLACK & DECKER INC COM 854502101 147,715 1,059,804 SH   SOLE   864,104 0 195,700
SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 610 108,500 SH   SOLE   108,500 0 0
SUNCOR ENERGY INC NEW COM 867224107 488,048 28,947,076 SH   SOLE   20,105,723 0 8,841,353
SYNCHRONY FINANCIAL COM 87165B103 96,247 4,343,283 SH   SOLE   3,302,523 0 1,040,760
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 2,330,245 41,047,122 SH   SOLE   26,802,819 0 14,244,303
TRUIST FINL CORP COM 89832Q109 111,522 2,969,948 SH   SOLE   2,969,948 0 0
TYSON FOODS INC CL A 902494103 7,835 131,214 SH   SOLE   96,979 0 34,235
UNITEDHEALTH GROUP INC COM 91324P102 1,599,259 5,422,137 SH   SOLE   3,702,477 0 1,719,660
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 461,324 9,689,652 SH   SOLE   4,510,988 0 5,178,664
VERIZON COMMUNICATIONS INC COM 92343V104 778,696 14,124,719 SH   SOLE   9,696,819 0 4,427,900
WELLS FARGO CO NEW COM 949746101 264,311 10,324,635 SH   SOLE   8,440,705 0 1,883,930