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 55,763 627,533 SH   SOLE   53,456 0 574,077
ALPHABET INC CAP STK CL C 02079K107 1,226,578 1,278,871 SH   SOLE   510,310 0 768,561
ANTHEM INC COM 036752103 349,345 1,839,822 SH   SOLE   735,699 0 1,104,123
APPLE INC COM 037833100 1,307,490 8,483,585 SH   SOLE   3,306,140 0 5,177,445
BANK AMER CORP COM 060505104 757,368 29,888,232 SH   SOLE   12,016,689 0 17,871,543
BARCLAYS PLC ADR 06738E204 5,356 517,447 SH   SOLE   517,447 0 0
BP PLC SPONSORED ADR 055622104 150,521 3,916,753 SH   SOLE   254,632 0 3,662,121
CABOT OIL & GAS CORP COM 127097103 781,446 29,212,930 SH   SOLE   10,928,511 0 18,284,419
CALATLANTIC GROUP INC COM 128195104 160,459 4,380,539 SH   SOLE   1,984,469 0 2,396,070
CIGNA CORPORATION COM 125509109 553,902 2,962,993 SH   SOLE   1,020,294 0 1,942,699
CITIGROUP INC COM NEW 172967424 908,163 12,485,062 SH   SOLE   4,727,820 0 7,757,242
D R HORTON INC COM 23331A109 660,956 16,552,857 SH   SOLE   6,339,797 0 10,213,060
DELPHI AUTOMOTIVE PLC SHS G27823106 87,942 893,721 SH   SOLE   82,420 0 811,301
EBAY INC COM 278642103 215,372 5,599,900 SH   SOLE   2,271,700 0 3,328,200
FIFTH THIRD BANCORP COM 316773100 368,008 13,152,538 SH   SOLE   3,619,338 0 9,533,200
GENUINE PARTS CO COM 372460105 60,401 631,477 SH   SOLE   67,896 0 563,581
GILEAD SCIENCES INC COM 375558103 395,740 4,884,478 SH   SOLE   1,815,784 0 3,068,694
HONDA MOTOR LTD AMERN SHS 438128308 4,803 162,481 SH   SOLE   162,481 0 0
INTEL CORP COM 458140100 561,025 14,732,795 SH   SOLE   5,613,664 0 9,119,131
JOHNSON & JOHNSON COM 478160104 664,038 5,107,593 SH   SOLE   2,188,793 0 2,918,800
JPMORGAN CHASE & CO COM 46625H100 587,197 6,148,011 SH   SOLE   2,608,213 0 3,539,798
LENNAR CORP CL A 526057104 373,565 7,075,091 SH   SOLE   2,593,363 0 4,481,728
MEDTRONIC PLC SHS G5960L103 574,136 7,382,483 SH   SOLE   3,136,514 0 4,245,969
MERCK & CO INC COM 58933Y105 622,784 9,726,447 SH   SOLE   3,807,914 0 5,918,533
MERITAGE HOMES CORP COM 59001A102 141,129 3,178,579 SH   SOLE   1,222,071 0 1,956,508
MICROSOFT CORP COM 594918104 930,238 12,488,096 SH   SOLE   5,197,314 0 7,290,782
OMNICOM GROUP INC COM 681919106 190,985 2,578,442 SH   SOLE   243,942 0 2,334,500
PEPSICO INC COM 713448108 445,700 3,999,825 SH   SOLE   1,413,318 0 2,586,507
PFIZER INC COM 717081103 625,417 17,518,677 SH   SOLE   7,795,242 0 9,723,435
RANGE RES CORP COM 75281A109 303,049 15,485,365 SH   SOLE   6,109,413 0 9,375,952
RAYTHEON CO COM NEW 755111507 206,505 1,106,791 SH   SOLE   98,608 0 1,008,183
SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100 9,467 213,694 SH   SOLE   213,694 0 0
SPDR S&P 500 ETF TR TR U NIT 78462F103 213,606 850,242 SH   SOLE   113,099 0 737,143
STANLEY BLACK & DECKER INC COM 854502101 124,195 822,648 SH   SOLE   235,326 0 587,322
SYNCHRONY FINL COM 87165B103 85,389 2,750,040 SH   SOLE   1,088,368 0 1,661,672
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 1,244,411 33,140,101 SH   SOLE   13,142,282 0 19,997,819
UNITEDHEALTH GROUP INC COM 91324P102 607,329 3,100,993 SH   SOLE   1,170,493 0 1,930,500
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 25,361 481,136 SH   SOLE   375,499 0 105,637