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 | 799 | 10,700 | SH | SOLE | 10,700 | 0 | 0 | ||
| Adient PLC (ADNT) | COMMON | G0084W101 | 43,327 | 1,785,224 | SH | SOLE | 510,097 | 1,275,127 | 0 | ||
| TD Ameritrade (AMTD) | COMMON | 87236Y108 | 358 | 7,170 | SH | SOLE | 5,170 | 2,000 | 0 | ||
| Citigroup (C) | COMMON | 172967424 | 846,617 | 12,089,344 | SH | SOLE | 3,144,670 | 8,944,674 | 0 | ||
| D R Horton, Inc. (DHI) | COMMON | 23331A109 | 366,635 | 8,500,704 | SH | SOLE | 1,395,700 | 7,105,004 | 0 | ||
| DXC Technology Co (DXC) | COMMON | 23355L106 | 3,447 | 62,500 | SH | SOLE | 7,500 | 55,000 | 0 | ||
| Airbus Group NV (EADSY) | COMMON | 009279100 | 186,099 | 5,262,976 | SH | SOLE | 417,200 | 4,845,776 | 0 | ||
| Ford Motor Co (F) | COMMON | 345370860 | 331,933 | 32,447,050 | SH | SOLE | 7,114,876 | 25,332,174 | 0 | ||
| FedEx Corp (FDX) | COMMON | 31428X106 | 447,866 | 2,727,733 | SH | SOLE | 578,811 | 2,148,922 | 0 | ||
| General Motors Co (GM) | COMMON | 35045V100 | 779,897 | 20,241,295 | SH | SOLE | 4,902,590 | 15,338,705 | 0 | ||
| Goldman Sachs (GS) | COMMON | 38141G104 | 691,225 | 3,378,421 | SH | SOLE | 856,300 | 2,522,121 | 0 | ||
| J P Morgan Chase (JPM) | COMMON | 46625H100 | 548,164 | 4,903,076 | SH | SOLE | 418,010 | 4,485,066 | 0 | ||
| KKR & Co Inc - A (KKR) | COMMON | 48251W104 | 36,698 | 1,452,230 | SH | SOLE | 48,700 | 1,403,530 | 0 | ||
| Lennar Corporation - A (LEN) | COMMON | 526057104 | 451,536 | 9,317,715 | SH | SOLE | 2,401,629 | 6,916,086 | 0 | ||
| Lennar Corporation - B SHS (LEN/B) | COMMON | 526057302 | 22,083 | 573,448 | SH | SOLE | 357,780 | 215,668 | 0 | ||
| 3M Company (MMM) | COMMON | 88579Y101 | 4,334 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| Meritage Homes Corp (MTH) | COMMON | 59001A102 | 4,965 | 96,717 | SH | SOLE | 0 | 96,717 | 0 | ||
| PulteGroup (PHM) | COMMON | 745867101 | 174,944 | 5,532,709 | SH | SOLE | 616,710 | 4,915,999 | 0 | ||
| Quanta Services Inc (PWR) | COMMON | 74762E102 | 105,865 | 2,772,066 | SH | SOLE | 690,000 | 2,082,066 | 0 | ||
| Invesco S&P 500 Equal Weight (RSP) | COMMON | 46137V357 | 8,355 | 77,500 | SH | SOLE | 15,000 | 62,500 | 0 | ||
| Taylor Morrison Home Corp (TMHC) | COMMON | 87724P106 | 57,237 | 2,730,756 | SH | SOLE | 1,099,565 | 1,631,191 | 0 | ||
| Toll Brothers, Inc. (TOL) | COMMON | 889478103 | 158,359 | 4,324,376 | SH | SOLE | 1,163,966 | 3,160,410 | 0 | ||
| Tri Pointe Group, Inc. (TPH) | COMMON | 87265H109 | 57,416 | 4,796,632 | SH | SOLE | 854,400 | 3,942,232 | 0 | ||
| Union Pacific Corp (UNP) | COMMON | 907818108 | 344 | 2,032 | SH | SOLE | 2,032 | 0 | 0 | ||
| Whirlpool Corp (WHR) | COMMON | 963320106 | 401,364 | 2,819,360 | SH | SOLE | 863,576 | 1,955,784 | 0 | ||