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 45,502 627,533 SH   SOLE   53,456 0 574,077
ALPHABET INC CAP STK CL C 02079K107 1,119,714 1,232,175 SH   SOLE   503,094 0 729,081
ANTHEM INC COM 036752103 379,497 2,017,208 SH   SOLE   842,810 0 1,174,398
APPLE INC COM 037833100 1,178,775 8,184,799 SH   SOLE   3,266,120 0 4,918,679
BANK AMER CORP COM 060505104 704,099 29,023,032 SH   SOLE   12,158,389 0 16,864,643
BARCLAYS PLC ADR 06738E204 5,480 517,447 SH   SOLE   517,447 0 0
BP PLC SPONSORED ADR 055622104 135,715 3,916,753 SH   SOLE   254,632 0 3,662,121
CABOT OIL & GAS CORP COM 127097103 683,706 27,261,023 SH   SOLE   10,171,318 0 17,089,705
CALATLANTIC GROUP INC COM 128195104 147,311 4,167,200 SH   SOLE   1,987,644 0 2,179,556
CIGNA CORPORATION COM 125509109 594,214 3,549,876 SH   SOLE   1,239,311 0 2,310,565
CITIGROUP INC COM NEW 172967424 781,683 11,687,844 SH   SOLE   4,621,902 0 7,065,942
D R HORTON INC COM 23331A109 683,251 19,764,284 SH   SOLE   7,897,269 0 11,867,015
DELPHI AUTOMOTIVE PLC SHS G27823106 195,638 2,232,036 SH   SOLE   975,158 0 1,256,878
EBAY INC COM 278642103 98,181 2,811,600 SH   SOLE   1,223,800 0 1,587,800
FIFTH THIRD BANCORP COM 316773100 335,604 12,927,738 SH   SOLE   3,710,338 0 9,217,400
GENERAL ELECTRIC CO COM 369604103 133,484 4,942,038 SH   SOLE   1,958,221 0 2,983,817
GENUINE PARTS CO COM 372460105 94,159 1,015,077 SH   SOLE   101,196 0 913,881
HONDA MOTOR LTD AMERN SHS 438128308 4,450 162,481 SH   SOLE   162,481 0 0
INTEL CORP COM 458140100 482,020 14,286,295 SH   SOLE   5,755,364 0 8,530,931
JOHNSON & JOHNSON COM 478160104 592,148 4,476,132 SH   SOLE   2,060,732 0 2,415,400
JPMORGAN CHASE & CO COM 46625H100 549,004 6,006,611 SH   SOLE   2,656,293 0 3,350,318
LENNAR CORP CL A 526057104 435,217 8,162,361 SH   SOLE   3,076,071 0 5,086,290
MEDTRONIC PLC SHS G5960L103 592,047 6,670,948 SH   SOLE   2,919,799 0 3,751,149
MERCK & CO INC COM 58933Y105 772,451 12,052,595 SH   SOLE   4,664,467 0 7,388,128
MERITAGE HOMES CORP COM 59001A102 134,309 3,182,679 SH   SOLE   1,279,771 0 1,902,908
MICROSOFT CORP COM 594918104 837,058 12,143,596 SH   SOLE   5,283,996 0 6,859,600
OMNICOM GROUP INC COM 681919106 213,338 2,573,442 SH   SOLE   238,942 0 2,334,500
PEPSICO INC COM 713448108 445,494 3,857,425 SH   SOLE   1,415,518 0 2,441,907
PFIZER INC COM 717081103 568,782 16,933,077 SH   SOLE   7,866,042 0 9,067,035
RANGE RES CORP COM 75281A109 343,198 14,812,151 SH   SOLE   5,964,199 0 8,847,952
RAYTHEON CO COM NEW 755111507 179,742 1,113,091 SH   SOLE   104,908 0 1,008,183
SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100 8,245 189,594 SH   SOLE   189,594 0 0
SPDR S&P 500 ETF TR TR U NIT 78462F103 200,051 827,342 SH   SOLE   90,199 0 737,143
STANLEY BLACK & DECKER INC COM 854502101 112,675 800,648 SH   SOLE   234,226 0 566,422
SYNCHRONY FINL COM 87165B103 79,927 2,680,323 SH   SOLE   1,109,337 0 1,570,986
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 1,118,152 31,983,753 SH   SOLE   13,077,034 0 18,906,719
UNITEDHEALTH GROUP INC COM 91324P102 561,043 3,025,793 SH   SOLE   1,191,993 0 1,833,800
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 13,025 260,336 SH   SOLE   233,699 0 26,637