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 39,572 627,433 SH   SOLE   53,356 0 574,077
ALPHABET INC CAP STK CL C 02079K107 16,053 20,653 SH   SOLE   7,590 0 13,063
ANTHEM INC COM 036752103 295,220 2,355,920 SH   SOLE   1,098,352 0 1,257,568
APPLE INC COM 037833100 838,546 7,417,476 SH   SOLE   3,191,455 0 4,226,021
BANK AMER CORP COM 060505104 636,245 40,654,628 SH   SOLE   19,556,428 0 21,098,200
BARCLAYS PLC ADR 06738E204 4,522 520,347 SH   SOLE   520,347 0 0
BED BATH & BEYOND INC COM 075896100 74,773 1,734,464 SH   SOLE   669,182 0 1,065,282
BP PLC SPONSORED ADR 055622104 112,890 3,210,739 SH   SOLE   262,569 0 2,948,170
CABOT OIL & GAS CORP COM 127097103 462,673 17,933,061 SH   SOLE   7,866,292 0 10,066,769
CALATLANTIC GROUP INC COM 128195104 124,006 3,708,315 SH   SOLE   1,953,456 0 1,754,859
CIGNA CORPORATION COM 125509109 541,501 4,155,167 SH   SOLE   1,631,854 0 2,523,313
CITIGROUP INC COM NEW 172967424 780,308 16,521,439 SH   SOLE   7,148,439 0 9,373,000
D R HORTON INC COM 23331A109 631,939 20,925,135 SH   SOLE   8,757,535 0 12,167,600
DELPHI AUTOMOTIVE PLC SHS G27823106 382,871 5,368,356 SH   SOLE   2,433,533 0 2,934,823
FIFTH THIRD BANCORP COM 316773100 269,663 13,180,022 SH   SOLE   3,854,322 0 9,325,700
GENERAL ELECTRIC CO COM 369604103 138,673 4,681,749 SH   SOLE   1,972,732 0 2,709,017
GENUINE PARTS CO COM 372460105 101,720 1,012,639 SH   SOLE   98,758 0 913,881
GOLDMAN SACHS GROUP INC COM 38141G104 183,663 1,138,857 SH   SOLE   482,257 0 656,600
HONDA MOTOR LTD AMERN SHS 438128308 5,133 177,501 SH   SOLE   177,501 0 0
INTEL CORP COM 458140100 415,194 10,998,517 SH   SOLE   5,013,974 0 5,984,543
JOHNSON & JOHNSON COM 478160104 496,548 4,203,405 SH   SOLE   2,058,305 0 2,145,100
JPMORGAN CHASE & CO COM 46625H100 618,643 9,290,326 SH   SOLE   4,733,526 0 4,556,800
LENNAR CORP CL A 526057104 360,392 8,511,852 SH   SOLE   3,562,024 0 4,949,828
LINCOLN NATL CORP IND COM 534187109 47,580 1,012,778 SH   SOLE   118,917 0 893,861
MEDTRONIC PLC SHS G5960L103 391,222 4,528,038 SH   SOLE   2,187,638 0 2,340,400
MERCK & CO INC COM 58933Y105 690,001 11,055,943 SH   SOLE   4,535,843 0 6,520,100
MERITAGE HOMES CORP COM 59001A102 118,193 3,406,136 SH   SOLE   1,549,528 0 1,856,608
METLIFE INC COM 59156R108 241,207 5,428,913 SH   SOLE   1,915,113 0 3,513,800
MICROSOFT CORP COM 594918104 733,150 12,728,302 SH   SOLE   5,387,402 0 7,340,900
NOVARTIS A G SPONSORED ADR 66987V109 150 1,900 SH   SOLE   1,900 0 0
OMNICOM GROUP INC COM 681919106 220,213 2,590,742 SH   SOLE   256,242 0 2,334,500
PFIZER INC COM 717081103 476,322 14,063,233 SH   SOLE   6,790,033 0 7,273,200
PRUDENTIAL FINL INC COM 744320102 37,544 459,816 SH   SOLE   55,202 0 404,614
RANGE RES CORP COM 75281A109 559,440 14,437,151 SH   SOLE   6,110,127 0 8,327,024
RAYTHEON CO COM NEW 755111507 153,336 1,126,391 SH   SOLE   118,208 0 1,008,183
SANOFI SPONSORED ADR 80105N105 2,921 76,497 SH   SOLE   76,497 0 0
SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100 6,925 190,026 SH   SOLE   190,026 0 0
SPDR S&P 500 ETF TR TR U NIT 78462F103 46,749 216,130 SH   SOLE   18,818 0 197,312
STANLEY BLACK & DECKER INC COM 854502101 69,728 566,989 SH   SOLE   236,789 0 330,200
SUNTRUST BKS INC COM 867914103 77,286 1,764,528 SH   SOLE   168,661 0 1,595,867
SYNCHRONY FINL COM 87165B103 71,266 2,545,220 SH   SOLE   1,120,234 0 1,424,986
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 763,594 24,962,222 SH   SOLE   12,608,122 0 12,354,100
UNITEDHEALTH GROUP INC COM 91324P102 401,973 2,871,233 SH   SOLE   1,204,433 0 1,666,800
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 19,870 437,384 SH   SOLE   318,547 0 118,837