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 40,603 623,133 SH   SOLE   49,056 0 574,077
ALPHABET INC CAP STK CL C 02079K107 1,019,026 1,199,405 SH   SOLE   494,624 0 704,781
ANTHEM INC COM 036752103 375,324 2,196,328 SH   SOLE   962,740 0 1,233,588
APPLE INC COM 037833100 1,177,522 8,007,685 SH   SOLE   3,232,206 0 4,775,479
BANK AMER CORP COM 060505104 699,558 28,779,815 SH   SOLE   12,394,915 0 16,384,900
BARCLAYS PLC ADR 06738E204 5,803 516,247 SH   SOLE   516,247 0 0
BP PLC SPONSORED ADR 055622104 109,475 3,171,339 SH   SOLE   223,169 0 2,948,170
CABOT OIL & GAS CORP COM 127097103 630,336 25,830,424 SH   SOLE   9,619,743 0 16,210,681
CALATLANTIC GROUP INC COM 128195104 154,013 4,013,548 SH   SOLE   1,941,992 0 2,071,556
CIGNA CORPORATION COM 125509109 529,441 3,522,042 SH   SOLE   1,281,577 0 2,240,465
CITIGROUP INC COM NEW 172967424 715,802 11,654,935 SH   SOLE   4,782,513 0 6,872,422
D R HORTON INC COM 23331A109 753,622 22,094,609 SH   SOLE   9,064,694 0 13,029,915
DELPHI AUTOMOTIVE PLC SHS G27823106 392,697 4,730,651 SH   SOLE   2,046,428 0 2,684,223
EBAY INC COM 278642103 95,043 2,746,100 SH   SOLE   1,216,000 0 1,530,100
FIFTH THIRD BANCORP COM 316773100 354,605 13,730,238 SH   SOLE   3,908,238 0 9,822,000
GENERAL ELECTRIC CO COM 369604103 149,459 4,850,518 SH   SOLE   1,941,901 0 2,908,617
GENUINE PARTS CO COM 372460105 93,245 1,009,039 SH   SOLE   95,158 0 913,881
GOLDMAN SACHS GROUP INC COM 38141G104 66,622 290,214 SH   SOLE   61,614 0 228,600
HONDA MOTOR LTD AMERN SHS 438128308 5,265 174,001 SH   SOLE   174,001 0 0
INTEL CORP COM 458140100 545,383 14,736,874 SH   SOLE   6,241,231 0 8,495,643
JOHNSON & JOHNSON COM 478160104 557,145 4,353,632 SH   SOLE   2,031,332 0 2,322,300
JPMORGAN CHASE & CO COM 46625H100 556,077 6,137,671 SH   SOLE   2,832,071 0 3,305,600
LENNAR CORP CL A 526057104 456,887 8,724,399 SH   SOLE   3,443,571 0 5,280,828
MEDTRONIC PLC SHS G5960L103 384,474 4,643,801 SH   SOLE   2,132,201 0 2,511,600
MERCK & CO INC COM 58933Y105 752,482 11,593,645 SH   SOLE   4,579,646 0 7,013,999
MERITAGE HOMES CORP COM 59001A102 126,433 3,323,619 SH   SOLE   1,456,211 0 1,867,408
MICROSOFT CORP COM 594918104 803,298 11,856,396 SH   SOLE   5,260,496 0 6,595,900
OMNICOM GROUP INC COM 681919106 222,443 2,580,242 SH   SOLE   245,742 0 2,334,500
PEPSICO INC COM 713448108 254,277 2,224,100 SH   SOLE   753,100 0 1,471,000
PFIZER INC COM 717081103 538,037 15,289,041 SH   SOLE   7,211,141 0 8,077,900
PRUDENTIAL FINL INC COM 744320102 31,014 290,716 SH   SOLE   32,802 0 257,914
RANGE RES CORP COM 75281A109 414,205 13,879,445 SH   SOLE   5,839,908 0 8,039,537
RAYTHEON CO COM NEW 755111507 170,045 1,116,391 SH   SOLE   108,208 0 1,008,183
SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100 7,676 192,094 SH   SOLE   192,094 0 0
SPDR S&P 500 ETF TR TR U NIT 78462F103 156,941 665,737 SH   SOLE   78,494 0 587,243
STANLEY BLACK & DECKER INC COM 854502101 81,162 596,989 SH   SOLE   229,289 0 367,700
SYNCHRONY FINL COM 87165B103 93,135 2,637,962 SH   SOLE   1,108,876 0 1,529,086
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 1,047,209 31,131,173 SH   SOLE   12,867,654 0 18,263,519
UNITEDHEALTH GROUP INC COM 91324P102 499,173 2,965,393 SH   SOLE   1,182,893 0 1,782,500
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 13,144 264,036 SH   SOLE   237,399 0 26,637