The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 COMMON 00846U101 820 10,700 SH   SOLE   10,700 0 0
ADIENT PLC COMMON G0084W101 40,905 1,781,564 SH   SOLE   510,097 1,271,467 0
TD AMERITRADE HLDG CORP COMMON 87236Y108 335 7,170 SH   SOLE   5,170 2,000 0
CITIGROUP INC COMMON 172967424 836,112 12,103,531 SH   SOLE   3,237,870 8,865,661 0
D R HORTON INC COMMON 23331A109 440,157 8,350,534 SH   SOLE   1,389,700 6,960,834 0
FORD MTR CO DEL COMMON 345370860 317,480 34,659,420 SH   SOLE   8,051,876 26,607,544 0
FEDEX CORP COMMON 31428X106 164,795 1,132,065 SH   SOLE   160,336 971,729 0
General Motors Co (GM) COMMON 35045V100 755,625 20,160,745 SH   SOLE   4,902,590 15,258,155 0
GOLDMAN SACHS GROUP INC COMMON 38141G104 693,564 3,346,831 SH   SOLE   838,100 2,508,731 0
JPMORGAN CHASE & CO COMMON 46625H100 244,102 2,074,113 SH   SOLE   71,173 2,002,940 0
LENNAR CORP COMMON 526057104 521,868 9,344,099 SH   SOLE   2,462,129 6,881,970 0
LENNAR CORP COMMON 526057302 25,426 573,055 SH   SOLE   357,780 215,275 0
3M CO COMMON 88579Y101 4,110 25,000 SH   SOLE   25,000 0 0
MORGAN STANLEY COMMON 617446448 11,670 273,500 SH   SOLE   140,000 133,500 0
PULTE GROUP INC COMMON 745867101 133,871 3,662,694 SH   SOLE   12,300 3,650,394 0
QUANTA SVCS INC COMMON 74762E102 93,031 2,461,146 SH   SOLE   505,000 1,956,146 0
INVESCO EXCHANGE TRADED FD T COMMON 46137V357 6,215 57,500 SH   SOLE   8,500 49,000 0
TAYLOR MORRISON HOME CORP COMMON 87724P106 22,530 868,555 SH   SOLE   54,465 814,090 0
TOLL BROTHERS INC COMMON 889478103 153,586 3,741,427 SH   SOLE   1,104,710 2,636,717 0
TRI POINTE GROUP INC COMMON 87265H109 33,443 2,223,572 SH   SOLE   63,715 2,159,857 0
UNION PACIFIC CORP COMMON 907818108 329 2,032 SH   SOLE   2,032 0 0
WHIRLPOOL CORP COMMON 963320106 446,127 2,817,170 SH   SOLE   868,576 1,948,594 0