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
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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 946 10,700 SH   SOLE   10,700 0 0
Adient PLC (ADNT) COMMON G0084W101 27,690 1,686,386 SH   SOLE   510,097 1,176,289 0
Autoliv, Inc. (ALV) COMMON 052800109 4,800 74,400 SH   SOLE   0 74,400 0
TD Ameritrade (AMTD) COMMON 87236Y108 188 5,170 SH   SOLE   5,170 0 0
Bunge Ltd (BG) COMMON G16962105 36,279 882,061 SH   SOLE   499,600 382,461 0
Berkshire Hathaway Inc. Class B (BRK/B) COMMON 084670702 86,203 482,902 SH   SOLE   8,900 474,002 0
Citigroup (C) COMMON 172967424 114,790 2,246,374 SH   SOLE   100,300 2,146,074 0
CF Industries Holdings, Inc. (CF) COMMON 125269100 97,266 3,456,491 SH   SOLE   745,000 2,711,491 0
Deere & Co (DE) COMMON 244199105 327,958 2,086,910 SH   SOLE   443,300 1,643,610 0
D R Horton, Inc. (DHI) COMMON 23331A109 441,742 7,966,496 SH   SOLE   1,509,834 6,456,662 0
Equitrans Midstream Corp (ETRN) COMMON 294600101 147 17,809 SH   SOLE   17,809 0 0
Ford Motor Co (F) COMMON 345370860 159,931 26,304,489 SH   SOLE   4,269,800 22,034,689 0
FedEx Corporation (FDX) COMMON 31428X106 112,871 804,960 SH   SOLE   98,340 706,620 0
General Motors Co (GM) COMMON 35045V100 356,125 14,076,097 SH   SOLE   3,881,887 10,194,210 0
Goldman Sachs (GS) COMMON 38141G104 582,471 2,947,430 SH   SOLE   788,121 2,159,309 0
J P Morgan Chase (JPM) COMMON 46625H100 21,514 228,725 SH   SOLE   6,300 222,425 0
KB Home(KBH) COMMON 48666K109 55,512 1,809,400 SH   SOLE   595,000 1,214,400 0
Lear Corporation (LEA) COMMON 521865204 31,748 291,211 SH   SOLE   73,711 217,500 0
Lennar Corporation - A (LEN) COMMON 526057104 582,919 9,459,894 SH   SOLE   2,572,275 6,887,619 0
Lennar Corporation - B SHS (LEN/B) COMMON 526057302 26,495 574,858 SH   SOLE   362,780 212,078 0
M.D.C. Holdings, Inc. (MDC) COMMON 552676108 6,741 188,837 SH   SOLE   57,837 131,000 0
Mohawk Industries, Inc (MHK) COMMON 608190104 72,746 714,874 SH   SOLE   91,300 623,574 0
3M Company (MMM) COMMON 88579Y101 780 5,000 SH   SOLE   5,000 0 0
Morgan Stanley (MS) COMMON 617446448 458,602 9,494,874 SH   SOLE   2,262,327 7,232,547 0
Meritage Homes Corp (MTH) COMMON 59001A102 2,489 32,700 SH   SOLE   0 32,700 0
Owens Corning, Inc (OC) COMMON 690742101 46,521 834,316 SH   SOLE   104,800 729,516 0
PulteGroup (PHM) COMMON 745867101 178,666 5,250,246 SH   SOLE   428,500 4,821,746 0
Quanta Services Inc (PWR) COMMON 74762E102 32,679 833,011 SH   SOLE   5,000 828,011 0
Charles Schwab Corporation (SCHW) COMMON 808513105 123,612 3,663,668 SH   SOLE   181,545 3,482,123 0
Taylor Morrison Home Corp (TMHC) COMMON 87724P106 756 39,183 SH   SOLE   10,583 28,600 0
Toll Brothers, Inc. (TOL) COMMON 889478103 165,275 5,071,355 SH   SOLE   1,970,187 3,101,168 0
Tri Pointe Group, Inc. (TPH) COMMON 87265H109 216 14,700 SH   SOLE   0 14,700 0
Union Pacific Corp (UNP) COMMON 907818108 344 2,032 SH   SOLE   2,032 0 0
Whirlpool Corp (WHR) COMMON 963320106 359,984 2,779,157 SH   SOLE   901,476 1,877,681 0