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 | 77,217 | 1,380,854 | SH | SOLE | 165,950 | 1,214,904 | 0 | ||
| Air Products & Chemicals (APD) | COMMON | 009158106 | 325,917 | 2,737,875 | SH | SOLE | 477,629 | 2,260,246 | 0 | ||
| American Independence Corp (AMIC) | COMMON | 026760405 | 1,110 | 102,798 | SH | SOLE | 0 | 102,798 | 0 | ||
| Arrow Electronics (ARW) | COMMON | 042735100 | 25,205 | 424,605 | SH | SOLE | 0 | 424,605 | 0 | ||
| Avnet Inc. (AVT) | COMMON | 053807103 | 30,278 | 650,710 | SH | SOLE | 8,700 | 642,010 | 0 | ||
| Baker Hughes Inc. (BHI) | COMMON | 057224107 | 611,411 | 9,403,423 | SH | SOLE | 2,342,235 | 7,061,188 | 0 | ||
| Boeing Company (BA) | COMMON | 097023105 | 149,869 | 1,194,268 | SH | SOLE | 62,395 | 1,131,873 | 0 | ||
| Devon Energy Corp (DVN) | COMMON | 25179M103 | 202,272 | 3,022,140 | SH | SOLE | 551,500 | 2,470,640 | 0 | ||
| FedEx Corp (FDX) | COMMON | 31428X106 | 598,853 | 4,517,601 | SH | SOLE | 1,205,694 | 3,311,907 | 0 | ||
| Lowe's Companies, Inc. (LOW) | COMMON | 548661107 | 549,944 | 11,246,303 | SH | SOLE | 2,117,675 | 9,128,628 | 0 | ||
| Microsoft Corp (MSFT) | COMMON | 594918104 | 70,969 | 1,731,375 | SH | SOLE | 54,600 | 1,676,775 | 0 | ||
| Owens Corning (OC) | COMMON | 690742101 | 49,652 | 1,150,144 | SH | SOLE | 48,900 | 1,101,244 | 0 | ||
| Pall Corporation (PLL) | COMMON | 696429307 | 313 | 3,500 | SH | SOLE | 3,500 | 0 | 0 | ||
| Praxair Inc. (PX) | COMMON | 74005P104 | 75,427 | 575,910 | SH | SOLE | 70,980 | 504,930 | 0 | ||
| RHJ International (RHJI) | COMMON | 749561205 | 9,300 | 1,856,194 | SH | SOLE | 1,418,019 | 438,175 | 0 | ||
| Schlumberger Ltd (SLB) | COMMON | 806857108 | 347,535 | 3,564,460 | SH | SOLE | 541,000 | 3,023,460 | 0 | ||
| Southwest Airlines (LUV) | COMMON | 844741108 | 264,612 | 11,207,614 | SH | SOLE | 1,101,708 | 10,105,906 | 0 | ||
| Superior Energy Services Inc. (SPN) | COMMON | 868157108 | 137,894 | 4,482,885 | SH | SOLE | 2,199,100 | 2,283,785 | 0 | ||
| TD Ameritrade (AMTD) | COMMON | 87236Y108 | 236 | 6,940 | SH | SOLE | 5,170 | 1,770 | 0 | ||
| TE Connectivity Ltd (TEL) | COMMON | H84989104 | 170,444 | 2,830,832 | SH | SOLE | 488,720 | 2,342,112 | 0 | ||
| 3M Company (MMM) | COMMON | 88579Y101 | 360,838 | 2,659,869 | SH | SOLE | 343,425 | 2,316,444 | 0 | ||
| United Parcel Service (UPS) | COMMON | 911312106 | 454,924 | 4,671,635 | SH | SOLE | 696,200 | 3,975,435 | 0 | ||
| Wells Fargo & Co (WFC) | COMMON | 949746101 | 4,576 | 92,000 | SH | SOLE | 35,000 | 57,000 | 0 | ||
| Whirlpool Corp (WHR) | COMMON | 963320106 | 354,405 | 2,371,236 | SH | SOLE | 546,800 | 1,824,436 | 0 | ||