The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| Agilent Technologies, Inc. (A) | COMMON | 00846U101 | 1,301 | 10,700 | SH | SOLE | 10,700 | 0 | 0 | ||
| Autoliv Inc. (ALV) | COMMON | 052800109 | 5,750 | 86,290 | SH | SOLE | 52,440 | 33,850 | 0 | ||
| Avnet Inc (AVT) | COMMON | 053807103 | 48,490 | 1,342,470 | SH | SOLE | 209,100 | 1,133,370 | 0 | ||
| SPDR Bloomberg 1-3 Month T-B (BIL) | COMMON | 78468R663 | 1,091 | 11,910 | SH | SOLE | 0 | 11,910 | 0 | ||
| Berkshire Hathaway Inc. Class B (BRK/B) | COMMON | 084670702 | 267 | 1,001 | SH | SOLE | 1,001 | 0 | 0 | ||
| Citigroup Inc (C) | COMMON | 172967424 | 301,090 | 7,225,570 | SH | SOLE | 1,563,620 | 5,661,950 | 0 | ||
| CRH PLC - Sponsored ADR (CRH) | ADR | 12626K203 | 57,851 | 1,794,955 | SH | SOLE | 458,297 | 1,336,658 | 0 | ||
| D R Horton, Inc. (DHI) | COMMON | 23331A109 | 254,603 | 3,780,303 | SH | SOLE | 235,264 | 3,545,039 | 0 | ||
| Technipfmc PLC (FTI) | COMMON | G87110105 | 131 | 15,500 | SH | SOLE | 15,500 | 0 | 0 | ||
| Gildan Activewear Inc (GIL) | COMMON | 375916103 | 26,755 | 946,400 | SH | SOLE | 14,600 | 931,800 | 0 | ||
| General Motors Co (GM) | COMMON | 35045V100 | 475,764 | 14,825,942 | SH | SOLE | 3,254,221 | 11,571,721 | 0 | ||
| Goldman Sachs (GS) | COMMON | 38141G104 | 647,344 | 2,208,989 | SH | SOLE | 512,612 | 1,696,377 | 0 | ||
| International Paper Co (IP) | COMMON | 460146103 | 157,952 | 4,982,725 | SH | SOLE | 1,038,550 | 3,944,175 | 0 | ||
| J P Morgan Chase (JPM) | COMMON | 46625H100 | 503,793 | 4,820,984 | SH | SOLE | 927,600 | 3,893,384 | 0 | ||
| Lear Corporation (LEA) | COMMON | 521865204 | 118,757 | 992,204 | SH | SOLE | 176,650 | 815,554 | 0 | ||
| Lennar Corporation - A (LEN) | COMMON | 526057104 | 694,789 | 9,319,777 | SH | SOLE | 2,177,205 | 7,142,572 | 0 | ||
| Lennar Corporation - B SHS (LEN/B) | COMMON | 526057302 | 33,928 | 570,117 | SH | SOLE | 376,583 | 193,534 | 0 | ||
| M.D.C. Holdings, Inc. (MDC) | COMMON | 552676108 | 2,800 | 102,100 | SH | SOLE | 82,100 | 20,000 | 0 | ||
| 3M Company (MMM) | COMMON | 88579Y101 | 262 | 2,368 | SH | SOLE | 2,368 | 0 | 0 | ||
| Morgan Stanley (MS) | COMMON | 617446448 | 790 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| Meritage Homes Corp (MTH) | COMMON | 59001A102 | 55,723 | 792,985 | SH | SOLE | 242,819 | 550,166 | 0 | ||
| Oshkosh Corp (OSK) | COMMON | 688239201 | 122,303 | 1,739,974 | SH | SOLE | 392,949 | 1,347,025 | 0 | ||
| PulteGroup Inc. (PHM) | COMMON | 745867101 | 198,949 | 5,305,310 | SH | SOLE | 933,600 | 4,371,710 | 0 | ||
| Proshares Short QQQ (PSQ) | COMMON | 74347B714 | 14,995 | 1,005,000 | SH | SOLE | 605,000 | 400,000 | 0 | ||
| Charles Schwab Corporation (SCHW) | COMMON | 808513105 | 1,437 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| Proshares Short S&P500 (SH) | COMMON | 74347B425 | 12,010 | 695,000 | SH | SOLE | 550,000 | 145,000 | 0 | ||
| Stanley Black & Decker INC (SWK) | COMMON | 854502101 | 99,755 | 1,326,357 | SH | SOLE | 223,724 | 1,102,633 | 0 | ||
| Toll Brothers, Inc. (TOL) | COMMON | 889478103 | 225,112 | 5,359,803 | SH | SOLE | 2,008,427 | 3,351,376 | 0 | ||
| Union Pacific Corp (UNP) | COMMON | 907818108 | 396 | 2,032 | SH | SOLE | 2,032 | 0 | 0 | ||
| Whirlpool Corp (WHR) | COMMON | 963320106 | 381,779 | 2,831,979 | SH | SOLE | 896,895 | 1,935,084 | 0 | ||
| Westrock CO (WRK) | COMMON | 96145D105 | 307,251 | 9,946,624 | SH | SOLE | 2,791,953 | 7,154,671 | 0 | ||