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 | 1,360 | 10,700 | SH | SOLE | 10,700 | 0 | 0 | ||
| Autoliv, Inc. (ALV) | COMMON | 052800109 | 2,645 | 28,500 | SH | SOLE | 0 | 28,500 | 0 | ||
| Bunge Ltd (BG) | COMMON | G16962105 | 49,258 | 621,400 | SH | SOLE | 198,700 | 422,700 | 0 | ||
| Berkshire Hathaway Inc. Class B (BRK/B) | COMMON | 084670702 | 75,910 | 297,138 | SH | SOLE | 3,301 | 293,837 | 0 | ||
| CF Industries Holdings, Inc. (CF) | COMMON | 125269100 | 112,296 | 2,474,561 | SH | SOLE | 366,670 | 2,107,891 | 0 | ||
| Deere & Co (DE) | COMMON | 244199105 | 222,822 | 595,557 | SH | SOLE | 34,000 | 561,557 | 0 | ||
| D R Horton, Inc. (DHI) | COMMON | 23331A109 | 96,022 | 1,077,444 | SH | SOLE | 14,199 | 1,063,245 | 0 | ||
| General Motors Co (GM) | COMMON | 35045V100 | 606,234 | 10,550,544 | SH | SOLE | 1,925,267 | 8,625,277 | 0 | ||
| Goldman Sachs (GS) | COMMON | 38141G104 | 872,059 | 2,666,847 | SH | SOLE | 658,519 | 2,008,328 | 0 | ||
| J P Morgan Chase (JPM) | COMMON | 46625H100 | 761 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| Lear Corporation (LEA) | COMMON | 521865204 | 93,021 | 513,221 | SH | SOLE | 73,711 | 439,510 | 0 | ||
| Lennar Corporation - A (LEN) | COMMON | 526057104 | 711,163 | 7,025,222 | SH | SOLE | 1,468,216 | 5,557,006 | 0 | ||
| Lennar Corporation - B SHS (LEN/B) | COMMON | 526057302 | 37,526 | 455,747 | SH | SOLE | 288,436 | 167,311 | 0 | ||
| M.D.C. Holdings, Inc. (MDC) | COMMON | 552676108 | 2,207 | 37,152 | SH | SOLE | 30,996 | 6,156 | 0 | ||
| 3M Company (MMM) | COMMON | 88579Y101 | 482 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | ||
| Morgan Stanley (MS) | COMMON | 617446448 | 442,217 | 5,694,264 | SH | SOLE | 911,458 | 4,782,806 | 0 | ||
| Owens Corning, Inc (OC) | COMMON | 690742101 | 22,463 | 243,926 | SH | SOLE | 2,700 | 241,226 | 0 | ||
| PulteGroup (PHM) | COMMON | 745867101 | 52,899 | 1,008,744 | SH | SOLE | 0 | 1,008,744 | 0 | ||
| Proshares Short QQQ (PSQ) | COMMON | 74347B714 | 13,980 | 1,005,000 | SH | SOLE | 605,000 | 400,000 | 0 | ||
| Charles Schwab Corporation (SCHW) | COMMON | 808513105 | 81,780 | 1,254,687 | SH | SOLE | 170,412 | 1,084,275 | 0 | ||
| Proshares Short S&P500 (SH) | COMMON | 74347B425 | 10,391 | 620,000 | SH | SOLE | 500,000 | 120,000 | 0 | ||
| Toll Brothers, Inc. (TOL) | COMMON | 889478103 | 303,833 | 5,355,780 | SH | SOLE | 2,073,487 | 3,282,293 | 0 | ||
| Union Pacific Corp (UNP) | COMMON | 907818108 | 448 | 2,032 | SH | SOLE | 2,032 | 0 | 0 | ||
| Whirlpool Corp (WHR) | COMMON | 963320106 | 613,337 | 2,783,465 | SH | SOLE | 904,530 | 1,878,935 | 0 | ||