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 | 635 | 10,700 | SH | SOLE | 10,700 | 0 | 0 | ||
| AECOM (ACM) | COMMON | 00766T100 | 52,130 | 1,612,447 | SH | SOLE | 414,158 | 1,198,289 | 0 | ||
| Adient PLC (ADNT) | COMMON | G0084W101 | 105,581 | 1,614,881 | SH | SOLE | 289,097 | 1,325,784 | 0 | ||
| TD Ameritrade (AMTD) | COMMON | 87236Y108 | 270 | 6,270 | SH | SOLE | 6,270 | 0 | 0 | ||
| Boeing Company (BA) | COMMON | 097023105 | 554,581 | 2,804,454 | SH | SOLE | 448,150 | 2,356,304 | 0 | ||
| Citigroup (C) | COMMON | 172967424 | 768,798 | 11,495,187 | SH | SOLE | 2,537,684 | 8,957,503 | 0 | ||
| Calatlantic Group (CAA) | COMMON | 128195104 | 107,812 | 3,049,843 | SH | SOLE | 1,083,300 | 1,966,543 | 0 | ||
| D R Horton, Inc. (DHI) | COMMON | 23331A109 | 282,511 | 8,172,140 | SH | SOLE | 1,234,108 | 6,938,032 | 0 | ||
| Airbus Group NV (EADSY) | COMMON | 009279100 | 741,801 | 35,887,788 | SH | SOLE | 7,501,548 | 28,386,240 | 0 | ||
| FedEx Corp (FDX) | COMMON | 31428X106 | 655,399 | 3,015,688 | SH | SOLE | 641,659 | 2,374,029 | 0 | ||
| Goldman Sachs (GS) | COMMON | 38141G104 | 841,730 | 3,793,287 | SH | SOLE | 1,009,680 | 2,783,607 | 0 | ||
| J P Morgan Chase (JPM) | COMMON | 46625H100 | 642,894 | 7,033,846 | SH | SOLE | 1,065,860 | 5,967,986 | 0 | ||
| Lennar Corporation (LEN) | COMMON | 526057104 | 289,022 | 5,420,516 | SH | SOLE | 657,000 | 4,763,516 | 0 | ||
| Lowe's Companies, Inc. (LOW) | COMMON | 548661107 | 550,938 | 7,106,121 | SH | SOLE | 1,071,572 | 6,034,549 | 0 | ||
| 3M Company (MMM) | COMMON | 88579Y101 | 10,410 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| PulteGroup (PHM) | COMMON | 745867101 | 141,177 | 5,755,265 | SH | SOLE | 566,878 | 5,188,387 | 0 | ||
| Praxair Inc. (PX) | COMMON | 74005P104 | 7,524 | 56,761 | SH | SOLE | 56,761 | 0 | 0 | ||
| Taylor Morrison Home Corp (TMHC) | COMMON | 87724P106 | 31,127 | 1,296,400 | SH | SOLE | 278,900 | 1,017,500 | 0 | ||
| Toll Brothers, Inc. (TOL) | COMMON | 889478103 | 159,224 | 4,029,966 | SH | SOLE | 910,810 | 3,119,156 | 0 | ||
| Tri Pointe Group, Inc. (TPH) | COMMON | 87265H109 | 68,311 | 5,179,006 | SH | SOLE | 845,200 | 4,333,806 | 0 | ||
| Union Pacific Corp (UNP) | COMMON | 907818108 | 221 | 2,032 | SH | SOLE | 2,032 | 0 | 0 | ||
| USG Corp (USG) | COMMON | 903293405 | 75,326 | 2,595,641 | SH | SOLE | 67,000 | 2,528,641 | 0 | ||
| Whirlpool Corp (WHR) | COMMON | 963320106 | 524,493 | 2,737,150 | SH | SOLE | 711,846 | 2,025,304 | 0 | ||