The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 | 1,582 | 10,700 | SH | SOLE | 10,700 | 0 | 0 | ||
| Bunge Ltd (BG) | COMMON | G16962105 | 3,165 | 40,500 | SH | SOLE | 0 | 40,500 | 0 | ||
| Berkshire Hathaway Inc. Class B (BRK/B) | COMMON | 084670702 | 7,223 | 25,991 | SH | SOLE | 2,501 | 23,490 | 0 | ||
| CF Industries Holdings, Inc. (CF) | COMMON | 125269100 | 2,495 | 48,500 | SH | SOLE | 0 | 48,500 | 0 | ||
| D R Horton, Inc. (DHI) | COMMON | 23331A109 | 70,122 | 775,945 | SH | SOLE | 13,500 | 762,445 | 0 | ||
| General Motors Co (GM) | COMMON | 35045V100 | 616,422 | 10,417,814 | SH | SOLE | 1,923,267 | 8,494,547 | 0 | ||
| Goldman Sachs (GS) | COMMON | 38141G104 | 1,003,317 | 2,643,577 | SH | SOLE | 642,659 | 2,000,918 | 0 | ||
| J P Morgan Chase (JPM) | COMMON | 46625H100 | 778 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| Lear Corporation (LEA) | COMMON | 521865204 | 26,679 | 152,210 | SH | SOLE | 0 | 152,210 | 0 | ||
| Lennar Corporation - A (LEN) | COMMON | 526057104 | 697,684 | 7,022,487 | SH | SOLE | 1,468,216 | 5,554,271 | 0 | ||
| Lennar Corporation - B SHS (LEN/B) | COMMON | 526057302 | 36,987 | 454,101 | SH | SOLE | 288,436 | 165,665 | 0 | ||
| M.D.C. Holdings, Inc. (MDC) | COMMON | 552676108 | 1,265 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| 3M Company (MMM) | COMMON | 88579Y101 | 497 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | ||
| Morgan Stanley (MS) | COMMON | 617446448 | 25,333 | 276,290 | SH | SOLE | 11,700 | 264,590 | 0 | ||
| Proshares Short QQQ (PSQ) | COMMON | 74347B714 | 12,452 | 1,005,000 | SH | SOLE | 605,000 | 400,000 | 0 | ||
| Charles Schwab Corporation (SCHW) | COMMON | 808513105 | 10,501 | 144,227 | SH | SOLE | 133,587 | 10,640 | 0 | ||
| Proshares Short S&P500 (SH) | COMMON | 74347B425 | 10,696 | 695,000 | SH | SOLE | 550,000 | 145,000 | 0 | ||
| Toll Brothers, Inc. (TOL) | COMMON | 889478103 | 297,358 | 5,143,716 | SH | SOLE | 1,960,987 | 3,182,729 | 0 | ||
| Union Pacific Corp (UNP) | COMMON | 907818108 | 447 | 2,032 | SH | SOLE | 2,032 | 0 | 0 | ||
| Whirlpool Corp (WHR) | COMMON | 963320106 | 596,962 | 2,738,105 | SH | SOLE | 864,930 | 1,873,175 | 0 | ||