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 | 662 | 10,700 | SH | SOLE | 10,700 | 0 | 0 | ||
| AECOM (ACM) | COMMON | 00766T100 | 53,928 | 1,632,689 | SH | SOLE | 435,640 | 1,197,049 | 0 | ||
| Adient PLC (ADNT) | COMMON | G0084W101 | 92,804 | 1,886,648 | SH | SOLE | 510,097 | 1,376,551 | 0 | ||
| TD Ameritrade (AMTD) | COMMON | 87236Y108 | 393 | 7,170 | SH | SOLE | 5,170 | 2,000 | 0 | ||
| Citigroup (C) | COMMON | 172967424 | 824,846 | 12,325,856 | SH | SOLE | 3,109,340 | 9,216,516 | 0 | ||
| D R Horton, Inc. (DHI) | COMMON | 23331A109 | 357,599 | 8,721,921 | SH | SOLE | 1,390,700 | 7,331,221 | 0 | ||
| Airbus Group NV (EADSY) | COMMON | 009279100 | 720,236 | 24,754,644 | SH | SOLE | 3,750,160 | 21,004,484 | 0 | ||
| Ford Motor Co (F) | COMMON | 345370860 | 362,239 | 32,722,548 | SH | SOLE | 6,729,876 | 25,992,672 | 0 | ||
| FedEx Corp (FDX) | COMMON | 31428X106 | 633,586 | 2,790,392 | SH | SOLE | 546,986 | 2,243,406 | 0 | ||
| General Motors Co (GM) | COMMON | 35045V100 | 795,600 | 20,192,887 | SH | SOLE | 4,702,030 | 15,490,857 | 0 | ||
| Goldman Sachs (GS) | COMMON | 38141G104 | 751,842 | 3,408,632 | SH | SOLE | 785,840 | 2,622,792 | 0 | ||
| J P Morgan Chase (JPM) | COMMON | 46625H100 | 556,084 | 5,336,700 | SH | SOLE | 418,010 | 4,918,690 | 0 | ||
| Lennar Corporation - A (LEN) | COMMON | 526057104 | 486,370 | 9,264,187 | SH | SOLE | 2,211,730 | 7,052,457 | 0 | ||
| Lennar Corporation - B SHS (LEN/B) | COMMON | 526057302 | 24,356 | 570,540 | SH | SOLE | 348,662 | 221,878 | 0 | ||
| 3M Company (MMM) | COMMON | 88579Y101 | 10,319 | 52,453 | SH | SOLE | 50,440 | 2,013 | 0 | ||
| Meritage Homes Corp (MTH) | COMMON | 59001A102 | 2,934 | 66,760 | SH | SOLE | 3,160 | 63,600 | 0 | ||
| PulteGroup (PHM) | COMMON | 745867101 | 200,893 | 6,987,595 | SH | SOLE | 1,131,310 | 5,856,285 | 0 | ||
| Quanta Services Inc (PWR) | COMMON | 74762E102 | 83,971 | 2,514,100 | SH | SOLE | 569,800 | 1,944,300 | 0 | ||
| Praxair Inc. (PX) | COMMON | 74005P104 | 3,551 | 22,451 | SH | SOLE | 22,451 | 0 | 0 | ||
| Taylor Morrison Home Corp (TMHC) | COMMON | 87724P106 | 59,024 | 2,840,438 | SH | SOLE | 1,099,565 | 1,740,873 | 0 | ||
| Toll Brothers, Inc. (TOL) | COMMON | 889478103 | 151,251 | 4,088,975 | SH | SOLE | 1,053,366 | 3,035,609 | 0 | ||
| Tri Pointe Group, Inc. (TPH) | COMMON | 87265H109 | 82,760 | 5,058,699 | SH | SOLE | 854,400 | 4,204,299 | 0 | ||
| Union Pacific Corp (UNP) | COMMON | 907818108 | 288 | 2,032 | SH | SOLE | 2,032 | 0 | 0 | ||
| Whirlpool Corp (WHR) | COMMON | 963320106 | 421,235 | 2,880,632 | SH | SOLE | 853,576 | 2,027,056 | 0 | ||