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 | 687 | 10,700 | SH | SOLE | 10,700 | 0 | 0 | ||
| AECOM (ACM) | COMMON | 00766T100 | 59,131 | 1,606,379 | SH | SOLE | 414,158 | 1,192,221 | 0 | ||
| Adient PLC (ADNT) | COMMON | G0084W101 | 157,004 | 1,869,315 | SH | SOLE | 484,097 | 1,385,218 | 0 | ||
| TD Ameritrade (AMTD) | COMMON | 87236Y108 | 350 | 7,170 | SH | SOLE | 5,170 | 2,000 | 0 | ||
| Boeing Company (BA) | COMMON | 097023105 | 201,715 | 793,498 | SH | SOLE | 155,200 | 638,298 | 0 | ||
| Citigroup (C) | COMMON | 172967424 | 836,969 | 11,506,304 | SH | SOLE | 2,569,884 | 8,936,420 | 0 | ||
| Calatlantic Group (CAA) | COMMON | 128195104 | 117,143 | 3,198,013 | SH | SOLE | 1,120,800 | 2,077,213 | 0 | ||
| D R Horton, Inc. (DHI) | COMMON | 23331A109 | 328,016 | 8,214,782 | SH | SOLE | 1,294,108 | 6,920,674 | 0 | ||
| Airbus Group NV (EADSY) | COMMON | 009279100 | 847,079 | 35,756,824 | SH | SOLE | 7,501,548 | 28,255,276 | 0 | ||
| FedEx Corp (FDX) | COMMON | 31428X106 | 672,592 | 2,981,611 | SH | SOLE | 634,739 | 2,346,872 | 0 | ||
| Goldman Sachs (GS) | COMMON | 38141G104 | 878,954 | 3,705,695 | SH | SOLE | 941,150 | 2,764,545 | 0 | ||
| J P Morgan Chase (JPM) | COMMON | 46625H100 | 659,638 | 6,906,482 | SH | SOLE | 1,039,360 | 5,867,122 | 0 | ||
| Lennar Corporation (LEN) | COMMON | 526057104 | 286,446 | 5,425,123 | SH | SOLE | 677,000 | 4,748,123 | 0 | ||
| Lowe's Companies, Inc. (LOW) | COMMON | 548661107 | 562,542 | 7,037,051 | SH | SOLE | 1,071,572 | 5,965,479 | 0 | ||
| 3M Company (MMM) | COMMON | 88579Y101 | 10,495 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| PulteGroup (PHM) | COMMON | 745867101 | 156,725 | 5,734,548 | SH | SOLE | 566,878 | 5,167,670 | 0 | ||
| Praxair Inc. (PX) | COMMON | 74005P104 | 6,435 | 46,051 | SH | SOLE | 46,051 | 0 | 0 | ||
| Taylor Morrison Home Corp (TMHC) | COMMON | 87724P106 | 55,704 | 2,526,244 | SH | SOLE | 728,793 | 1,797,451 | 0 | ||
| Toll Brothers, Inc. (TOL) | COMMON | 889478103 | 169,026 | 4,075,852 | SH | SOLE | 964,210 | 3,111,642 | 0 | ||
| Tri Pointe Group, Inc. (TPH) | COMMON | 87265H109 | 71,324 | 5,164,668 | SH | SOLE | 845,200 | 4,319,468 | 0 | ||
| Union Pacific Corp (UNP) | COMMON | 907818108 | 236 | 2,032 | SH | SOLE | 2,032 | 0 | 0 | ||
| USG Corp (USG) | COMMON | 903293405 | 76,608 | 2,346,353 | SH | SOLE | 63,600 | 2,282,753 | 0 | ||
| Whirlpool Corp (WHR) | COMMON | 963320106 | 508,994 | 2,759,675 | SH | SOLE | 734,646 | 2,025,029 | 0 | ||