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

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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 766 10,700 SH   SOLE   10,700 0 0
Adient PLC (ADNT) COMMON G0084W101 15,572 1,716,901 SH   SOLE   510,097 1,206,804 0
TD Ameritrade (AMTD) COMMON 87236Y108 179 5,170 SH   SOLE   5,170 0 0
American Express Co (AXP) COMMON 025816109 48,275 563,900 SH   SOLE   3,500 560,400 0
Citigroup (C) COMMON 172967424 356,459 8,462,940 SH   SOLE   1,820,420 6,642,520 0
Deere & Co (DE) COMMON 244199105 139,759 1,011,572 SH   SOLE   302,000 709,572 0
D R Horton, Inc. (DHI) COMMON 23331A109 278,489 8,190,844 SH   SOLE   1,509,834 6,681,010 0
Ford Motor Co (F) COMMON 345370860 165,405 34,245,326 SH   SOLE   8,276,876 25,968,450 0
General Motors Co (GM) COMMON 37045V100 209,782 10,095,386 SH   SOLE   2,121,057 7,974,329 0
Goldman Sachs (GS) COMMON 38141G104 449,532 2,907,897 SH   SOLE   730,721 2,177,176 0
J P Morgan Chase (JPM) COMMON 46625H100 41,873 465,100 SH   SOLE   7,700 457,400 0
KB Home(KBH) COMMON 48666K109 21,418 1,183,300 SH   SOLE   350,000 833,300 0
Lennar Corporation 0 A (LEN) COMMON 526057104 367,896 9,630,790 SH   SOLE   2,572,275 7,058,515 0
Lennar Corporation 0 B SHS (LEN/B) COMMON 526057302 16,672 576,484 SH   SOLE   362,780 213,704 0
Levi Strauss & Co (LEVI) COMMON 52736R102 9,896 796,160 SH   SOLE   500,000 296,160 0
Mohawk Industries, Inc (MHK) COMMON 608190104 15,042 197,296 SH   SOLE   1,300 195,996 0
3M Company (MMM) COMMON 88579Y101 1,747 12,800 SH   SOLE   12,800 0 0
Morgan Stanley (MS) COMMON 617446448 99,113 2,915,100 SH   SOLE   1,255,000 1,660,100 0
Owens Corning, Inc(OC) COMMON 690742101 7,486 192,900 SH   SOLE   0 192,900 0
PulteGroup (PHM) COMMON 745867101 74,521 3,338,743 SH   SOLE   353,500 2,985,243 0
Quanta Services Inc (PWR) COMMON 74762E102 26,991 850,642 SH   SOLE   5,000 845,642 0
Ralph Lauren Corp (RL) COMMON 751212101 7,066 105,736 SH   SOLE   56,036 49,700 0
Taylor Morrison Home Corp (TMHC) COMMON 87724P106 484 43,983 SH   SOLE   10,583 33,400 0
Toll Brothers, Inc. (TOL) COMMON 889478103 95,680 4,970,396 SH   SOLE   1,870,187 3,100,209 0
Tri Pointe Group, Inc. (TPH) COMMON 87265H109 144 16,400 SH   SOLE   0 16,400 0
Union Pacific Corp (UNP) COMMON 907818108 287 2,032 SH   SOLE   2,032 0 0
Whirlpool Corp (WHR) COMMON 963320106 236,877 2,760,802 SH   SOLE   867,976 1,892,826 0