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 | 717 | 10,700 | SH | SOLE | 10,700 | 0 | 0 | ||
| AECOM (ACM) | COMMON | 00766T100 | 59,422 | 1,599,521 | SH | SOLE | 421,800 | 1,177,721 | 0 | ||
| Adient PLC (ADNT) | COMMON | G0084W101 | 148,178 | 1,882,815 | SH | SOLE | 501,097 | 1,381,718 | 0 | ||
| TD Ameritrade (AMTD) | COMMON | 87236Y108 | 367 | 7,170 | SH | SOLE | 5,170 | 2,000 | 0 | ||
| Citigroup (C) | COMMON | 172967424 | 864,318 | 11,615,610 | SH | SOLE | 2,666,680 | 8,948,930 | 0 | ||
| Calatlantic Group (CAA) | COMMON | 128195104 | 173,174 | 3,071,013 | SH | SOLE | 998,300 | 2,072,713 | 0 | ||
| D R Horton, Inc. (DHI) | COMMON | 23331A109 | 418,237 | 8,189,482 | SH | SOLE | 1,294,108 | 6,895,374 | 0 | ||
| Airbus Group NV (EADSY) | COMMON | 009279100 | 882,312 | 35,605,824 | SH | SOLE | 7,528,348 | 28,077,476 | 0 | ||
| Ford Motor Co (F) | COMMON | 345370860 | 164,194 | 13,146,048 | SH | SOLE | 2,824,876 | 10,321,172 | 0 | ||
| FedEx Corp (FDX) | COMMON | 31428X106 | 741,608 | 2,971,901 | SH | SOLE | 634,739 | 2,337,162 | 0 | ||
| Goldman Sachs (GS) | COMMON | 38141G104 | 942,165 | 3,698,245 | SH | SOLE | 941,150 | 2,757,095 | 0 | ||
| J P Morgan Chase (JPM) | COMMON | 46625H100 | 733,415 | 6,858,192 | SH | SOLE | 1,039,360 | 5,818,832 | 0 | ||
| Lennar Corporation - A (LEN) | COMMON | 526057104 | 344,514 | 5,447,723 | SH | SOLE | 700,600 | 4,747,123 | 0 | ||
| Lennar Corporation - B (LEN/B) | COMMON | 526057302 | 24,418 | 472,480 | SH | SOLE | 305,796 | 166,684 | 0 | ||
| 3M Company (MMM) | COMMON | 88579Y101 | 11,769 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| PulteGroup (PHM) | COMMON | 745867101 | 191,168 | 5,749,401 | SH | SOLE | 566,878 | 5,182,523 | 0 | ||
| Praxair Inc. (PX) | COMMON | 74005P104 | 3,473 | 22,451 | SH | SOLE | 22,451 | 0 | 0 | ||
| Taylor Morrison Home Corp (TMHC) | COMMON | 87724P106 | 65,959 | 2,695,488 | SH | SOLE | 915,537 | 1,779,951 | 0 | ||
| Toll Brothers, Inc. (TOL) | COMMON | 889478103 | 189,276 | 3,941,601 | SH | SOLE | 904,166 | 3,037,435 | 0 | ||
| Tri Pointe Group, Inc. (TPH) | COMMON | 87265H109 | 92,372 | 5,154,668 | SH | SOLE | 845,200 | 4,309,468 | 0 | ||
| Union Pacific Corp (UNP) | COMMON | 907818108 | 272 | 2,032 | SH | SOLE | 2,032 | 0 | 0 | ||
| USG Corp (USG) | COMMON | 903293405 | 89,415 | 2,318,853 | SH | SOLE | 63,600 | 2,255,253 | 0 | ||
| Whirlpool Corp (WHR) | COMMON | 963320106 | 484,934 | 2,875,555 | SH | SOLE | 826,446 | 2,049,109 | 0 | ||