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 57,290 621,433 SH   SOLE   47,356 0 47,356
ALPHABET INC CAP STK CL C 02079K107 1,187,410 1,146,580 SH   SOLE   459,161 0 459,161
ANTHEM INC COM 036752103 479,057 1,824,077 SH   SOLE   665,329 0 665,329
APPLE INC COM 037833100 1,201,979 7,620,004 SH   SOLE   2,963,313 0 2,963,313
APTIV PLC SHS G6095L109 54,392 883,421 SH   SOLE   72,120 0 72,120
BANK AMER CORP COM 060505104 458,822 18,621,007 SH   SOLE   7,032,220 0 7,032,220
BARCLAYS PLC ADR 06738E204 3,202 424,706 SH   SOLE   424,706 0 424,706
BP PLC SPONSORED ADR 055622104 245,730 6,480,223 SH   SOLE   1,153,102 0 1,153,102
CABOT OIL & GAS CORP COM 127097103 690,696 30,903,602 SH   SOLE   12,477,847 0 12,477,847
CATERPILLAR INC DEL COM 149123101 375,428 2,954,500 SH   SOLE   1,228,000 0 1,228,000
CIGNA CORP NEW COM ADDED 125523100 675,807 3,558,379 SH   SOLE   1,324,116 0 1,324,116
CITIGROUP INC COM 172967424 466,614 8,963,012 SH   SOLE   3,929,045 0 3,929,045
D R HORTON INC COM 23331A109 644,469 18,594,037 SH   SOLE   7,457,725 0 7,457,725
EBAY INC COM 278642103 169,983 6,055,668 SH   SOLE   2,218,700 0 2,218,700
EOG RES INC COM 26875P101 23,355 267,800 SH   SOLE   267,800 0 267,800
FACEBOOK INC CL A 30303M102 467,310 3,564,800 SH   SOLE   1,380,300 0 1,380,300
FIFTH THIRD BANCORP COM 316773100 419,278 17,818,885 SH   SOLE   7,085,003 0 7,085,003
GENUINE PARTS CO COM 372460105 59,655 621,277 SH   SOLE   57,696 0 57,696
GILEAD SCIENCES INC COM 375558103 672,546 10,752,140 SH   SOLE   4,124,002 0 4,124,002
HALLIBURTON CO COM 406216101 571,802 21,512,502 SH   SOLE   8,520,354 0 8,520,354
JOHNSON & JOHNSON COM 478160104 697,359 5,403,792 SH   SOLE   2,327,713 0 2,327,713
JPMORGAN CHASE & CO COM 46625H100 395,935 4,055,881 SH   SOLE   1,499,149 0 1,499,149
KROGER CO COM 501044101 165,748 6,027,189 SH   SOLE   2,065,582 0 2,065,582
LENNAR CORP CL B 526057302 4,451 142,084 SH   SOLE   61,565 0 61,565
LENNAR CORP CL A 526057104 432,520 11,047,761 SH   SOLE   4,196,752 0 4,196,752
MEDTRONIC PLC SHS G5960L103 517,979 5,694,585 SH   SOLE   2,247,914 0 2,247,914
MERCK & CO INC COM 58933Y105 195,607 2,559,972 SH   SOLE   963,827 0 963,827
MICRON TECHNOLOGY INC COM 595112103 141,855 4,470,702 SH   SOLE   1,946,902 0 1,946,902
MICROSOFT CORP COM 594918104 1,150,928 11,331,382 SH   SOLE   4,434,504 0 4,434,504
OMNICOM GROUP INC COM 681919106 186,421 2,545,342 SH   SOLE   210,842 0 210,842
PEPSICO INC COM 713448108 344,365 3,116,987 SH   SOLE   1,023,978 0 1,023,978
PFIZER INC COM 717081103 754,922 17,294,880 SH   SOLE   6,829,142 0 6,829,142
RAYTHEON CO COM 755111507 167,776 1,094,071 SH   SOLE   85,888 0 85,888
ROYAL BK SCOTLAND GROUP PLC SPONS ADR 2 ORD 780097689 1,395 249,500 SH   SOLE   249,500 0 249,500
SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100 9,448 266,204 SH   SOLE   266,204 0 266,204
SPDR S&P 500 ETF TR TR U NIT 78462F103 69,334 277,423 SH   SOLE   23,980 0 23,980
STANLEY BLACK & DECKER INC COM 854502101 84,990 709,788 SH   SOLE   147,366 0 147,366
SUNCOR ENERGY INC NEW COM 867224107 548,266 19,601,916 SH   SOLE   7,870,283 0 7,870,283
SYNCHRONY FINL COM 87165B103 73,744 3,143,400 SH   SOLE   1,055,786 0 1,055,786
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 1,248,481 33,825,007 SH   SOLE   13,795,103 0 13,795,103
UNITEDHEALTH GROUP INC COM 91324P102 713,618 2,864,556 SH   SOLE   995,093 0 995,093
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 13,125 287,958 SH   SOLE   217,958 0 217,958
VERIZON COMMUNICATIONS INC COM 92343V104 420,441 7,478,500 SH   SOLE   2,570,300 0 2,570,300
WELLS FARGO CO NEW COM 949746101 729,024 15,820,838 SH   SOLE   5,998,208 0 5,998,208