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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Agilent Technologies, Inc. (A) COMMON 00846U101   1,480,238 10,700 SH   SOLE   10,700 0 0
Autoliv Inc. (ALV) COMMON 052800109   7,285,814 78,040 SH   SOLE   47,395 30,645 0
Arrow Electronics Inc (ARW) COMMON 042735100   83,911,017 671,987 SH   SOLE   129,587 542,400 0
Avnet Inc (AVT) COMMON 053807103   142,719,136 3,157,503 SH   SOLE   670,804 2,486,699 0
Bank of America Corp (BAC) COMMON 060505104   35,735,700 1,249,500 SH   SOLE   482,500 767,000 0
SPDR Bloomberg 1-3 Month T-B (BIL) COMMON 78468R663   491,237 5,350 SH   SOLE   0 5,350 0
Berkshire Hathaway Inc. Class B (BRK/B) COMMON 084670702   309,079 1,001 SH   SOLE   1,001 0 0
Citigroup Inc (C) COMMON 172967424   472,719,659 10,081,460 SH   SOLE   2,320,270 7,761,190 0
CRH PLC - Sponsored ADR (CRH) ADR 12626K203   87,396,949 1,718,045 SH   SOLE   473,297 1,244,748 0
D R Horton, Inc. (DHI) COMMON 23331A109   356,766,127 3,652,023 SH   SOLE   235,264 3,416,759 0
Ford Motor Co (F) COMMON 345370860   70,263,900 5,576,500 SH   SOLE   2,070,000 3,506,500 0
Technipfmc PLC (FTI) COMMON G87110105   211,575 15,500 SH   SOLE   15,500 0 0
Gildan Activewear Inc (GIL) COMMON 375916103   36,180,419 1,090,100 SH   SOLE   18,600 1,071,500 0
General Motors Co (GM) COMMON 35045V100   743,214,488 20,262,118 SH   SOLE   4,825,286 15,436,832 0
Goldman Sachs (GS) COMMON 38141G104   727,753,674 2,224,798 SH   SOLE   541,112 1,683,686 0
International Paper Co (IP) COMMON 460146103   229,537,226 6,365,425 SH   SOLE   1,701,250 4,664,175 0
J P Morgan Chase (JPM) COMMON 46625H100   617,510,943 4,738,784 SH   SOLE   928,300 3,810,484 0
Lear Corporation (LEA) COMMON 521865204   241,115,440 1,728,550 SH   SOLE   314,450 1,414,100 0
Lennar Corporation - A (LEN) COMMON 526057104   956,646,893 9,101,388 SH   SOLE   2,169,205 6,932,183 0
Lennar Corporation - B SHS (LEN/B) COMMON 526057302   51,546,963 577,169 SH   SOLE   386,583 190,586 0
M.D.C. Holdings, Inc. (MDC) COMMON 552676108   2,587,148 66,559 SH   SOLE   57,392 9,167 0
3M Company (MMM) COMMON 88579Y101   248,900 2,368 SH   SOLE   2,368 0 0
Morgan Stanley (MS) COMMON 617446448   878,000 10,000 SH   SOLE   10,000 0 0
Meritage Homes Corp (MTH) COMMON 59001A102   94,628,259 810,451 SH   SOLE   256,714 553,737 0
Oshkosh Corp (OSK) COMMON 688239201   162,808,963 1,957,309 SH   SOLE   429,149 1,528,160 0
PulteGroup Inc. (PHM) COMMON 745867101   328,605,369 5,638,390 SH   SOLE   1,258,600 4,379,790 0
Charles Schwab Corporation (SCHW) COMMON 808513105   1,047,600 20,000 SH   SOLE   20,000 0 0
Stanley Black & Decker INC (SWK) COMMON 854502101   1,162,769 14,430 SH   SOLE   7,900 6,530 0
Toll Brothers, Inc. (TOL) COMMON 889478103   320,976,508 5,346,935 SH   SOLE   2,020,227 3,326,708 0
Union Pacific Corp (UNP) COMMON 907818108   408,960 2,032 SH   SOLE   2,032 0 0
Whirlpool Corp (WHR) COMMON 963320106   280,778,816 2,126,790 SH   SOLE   545,215 1,581,575 0
Westrock CO (WRK) COMMON 96145D105   386,564,358 12,686,720 SH   SOLE   3,440,310 9,246,410 0