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 | 913 | 10,700 | SH | SOLE | 10,700 | 0 | 0 | ||
| Adient PLC (ADNT) | COMMON | G0084W101 | 38,059 | 1,791,001 | SH | SOLE | 555,097 | 1,235,904 | 0 | ||
| TD Ameritrade (AMTD) | COMMON | 87236Y108 | 257 | 5,170 | SH | SOLE | 5,170 | 0 | 0 | ||
| Citigroup (C) | COMMON | 172967424 | 951,888 | 11,914,989 | SH | SOLE | 3,211,870 | 8,703,119 | 0 | ||
| D R Horton, Inc. (DHI) | COMMON | 23331A109 | 428,004 | 8,113,813 | SH | SOLE | 1,387,900 | 6,725,913 | 0 | ||
| Ford Motor Co (F) | COMMON | 345370860 | 317,974 | 34,190,726 | SH | SOLE | 8,076,876 | 26,113,850 | 0 | ||
| FedEx Corp (FDX) | COMMON | 31428X106 | 5,323 | 35,200 | SH | SOLE | 0 | 35,200 | 0 | ||
| General Motors Co (GM) | COMMON | 35045V100 | 731,310 | 19,981,145 | SH | SOLE | 4,934,090 | 15,047,055 | 0 | ||
| Goldman Sachs (GS) | COMMON | 38141G104 | 756,611 | 3,290,616 | SH | SOLE | 828,080 | 2,462,536 | 0 | ||
| J P Morgan Chase (JPM) | COMMON | 46625H100 | 697 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| Lennar Corporation - A (LEN) | COMMON | 526057104 | 507,576 | 9,097,972 | SH | SOLE | 2,416,775 | 6,681,197 | 0 | ||
| Lennar Corporation - B SHS (LEN/B) | COMMON | 526057302 | 25,614 | 573,014 | SH | SOLE | 357,780 | 215,234 | 0 | ||
| 3M Company (MMM) | COMMON | 88579Y101 | 4,411 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| PulteGroup (PHM) | COMMON | 745867101 | 59,655 | 1,537,489 | SH | SOLE | 4,600 | 1,532,889 | 0 | ||
| Quanta Services Inc (PWR) | COMMON | 74762E102 | 71,415 | 1,754,249 | SH | SOLE | 207,343 | 1,546,906 | 0 | ||
| Taylor Morrison Home Corp (TMHC) | COMMON | 87724P106 | 9,915 | 453,555 | SH | SOLE | 20,465 | 433,090 | 0 | ||
| Toll Brothers, Inc. (TOL) | COMMON | 889478103 | 146,991 | 3,720,350 | SH | SOLE | 1,124,710 | 2,595,640 | 0 | ||
| Tri Pointe Group, Inc. (TPH) | COMMON | 87265H109 | 19,035 | 1,221,742 | SH | SOLE | 13,500 | 1,208,242 | 0 | ||
| Union Pacific Corp (UNP) | COMMON | 907818108 | 367 | 2,032 | SH | SOLE | 2,032 | 0 | 0 | ||
| Whirlpool Corp (WHR) | COMMON | 963320106 | 406,947 | 2,758,402 | SH | SOLE | 867,976 | 1,890,426 | 0 | ||