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 | 722 | 10,700 | SH | SOLE | 10,700 | 0 | 0 | ||
| AECOM (ACM) | COMMON | 00766T100 | 43,584 | 1,644,689 | SH | SOLE | 470,640 | 1,174,049 | 0 | ||
| Adient PLC (ADNT) | COMMON | G0084W101 | 26,997 | 1,792,648 | SH | SOLE | 510,097 | 1,282,551 | 0 | ||
| TD Ameritrade (AMTD) | COMMON | 87236Y108 | 351 | 7,170 | SH | SOLE | 5,170 | 2,000 | 0 | ||
| Citigroup (C) | COMMON | 172967424 | 636,759 | 12,231,251 | SH | SOLE | 3,136,670 | 9,094,581 | 0 | ||
| D R Horton, Inc. (DHI) | COMMON | 23331A109 | 298,708 | 8,618,221 | SH | SOLE | 1,390,700 | 7,227,521 | 0 | ||
| Airbus Group NV (EADSY) | COMMON | 009279100 | 550,011 | 23,129,156 | SH | SOLE | 3,190,160 | 19,938,996 | 0 | ||
| Ford Motor Co (F) | COMMON | 345370860 | 250,848 | 32,790,648 | SH | SOLE | 6,989,876 | 25,800,772 | 0 | ||
| FedEx Corp (FDX) | COMMON | 31428X106 | 440,353 | 2,729,517 | SH | SOLE | 542,111 | 2,187,406 | 0 | ||
| General Motors Co (GM) | COMMON | 35045V100 | 682,097 | 20,391,537 | SH | SOLE | 4,852,590 | 15,538,947 | 0 | ||
| Goldman Sachs (GS) | COMMON | 38141G104 | 560,106 | 3,352,927 | SH | SOLE | 809,740 | 2,543,187 | 0 | ||
| J P Morgan Chase (JPM) | COMMON | 46625H100 | 493,263 | 5,052,884 | SH | SOLE | 418,010 | 4,634,874 | 0 | ||
| Lennar Corporation - A (LEN) | COMMON | 526057104 | 366,111 | 9,351,491 | SH | SOLE | 2,345,879 | 7,005,612 | 0 | ||
| Lennar Corporation - B SHS (LEN/B) | COMMON | 526057302 | 18,014 | 574,989 | SH | SOLE | 355,962 | 219,027 | 0 | ||
| 3M Company (MMM) | COMMON | 88579Y101 | 9,527 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| Meritage Homes Corp (MTH) | COMMON | 59001A102 | 2,692 | 73,325 | SH | SOLE | 0 | 73,325 | 0 | ||
| PulteGroup (PHM) | COMMON | 745867101 | 179,250 | 6,896,895 | SH | SOLE | 1,131,310 | 5,765,585 | 0 | ||
| Quanta Services Inc (PWR) | COMMON | 74762E102 | 82,190 | 2,730,550 | SH | SOLE | 685,000 | 2,045,550 | 0 | ||
| Taylor Morrison Home Corp (TMHC) | COMMON | 87724P106 | 44,492 | 2,798,238 | SH | SOLE | 1,099,565 | 1,698,673 | 0 | ||
| Toll Brothers, Inc. (TOL) | COMMON | 889478103 | 144,076 | 4,375,225 | SH | SOLE | 1,168,166 | 3,207,059 | 0 | ||
| Tri Pointe Group, Inc. (TPH) | COMMON | 87265H109 | 53,779 | 4,920,299 | SH | SOLE | 854,400 | 4,065,899 | 0 | ||
| Union Pacific Corp (UNP) | COMMON | 907818108 | 281 | 2,032 | SH | SOLE | 2,032 | 0 | 0 | ||
| Whirlpool Corp (WHR) | COMMON | 963320106 | 302,857 | 2,833,882 | SH | SOLE | 853,576 | 1,980,306 | 0 | ||