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 | 1,686 | 10,700 | SH | SOLE | 10,700 | 0 | 0 | ||
| Berkshire Hathaway Inc. Class B (BRK/B) | COMMON | 084670702 | 683 | 2,501 | SH | SOLE | 2,501 | 0 | 0 | ||
| CF Industries Holdings, Inc. (CF) | COMMON | 125269100 | 1,675 | 30,000 | SH | SOLE | 0 | 30,000 | 0 | ||
| D R Horton, Inc. (DHI) | COMMON | 23331A109 | 63,981 | 761,945 | SH | SOLE | 13,500 | 748,445 | 0 | ||
| General Motors Co (GM) | COMMON | 35045V100 | 547,814 | 10,392,979 | SH | SOLE | 1,923,267 | 8,469,712 | 0 | ||
| Goldman Sachs (GS) | COMMON | 38141G104 | 761,849 | 2,015,314 | SH | SOLE | 410,187 | 1,605,127 | 0 | ||
| J P Morgan Chase (JPM) | COMMON | 46625H100 | 818 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| Lear Corporation (LEA) | COMMON | 521865204 | 23,818 | 152,210 | SH | SOLE | 0 | 152,210 | 0 | ||
| Lennar Corporation - A (LEN) | COMMON | 526057104 | 656,031 | 7,002,894 | SH | SOLE | 1,468,216 | 5,534,678 | 0 | ||
| Lennar Corporation - B SHS (LEN/B) | COMMON | 526057302 | 35,135 | 452,834 | SH | SOLE | 288,436 | 164,398 | 0 | ||
| M.D.C. Holdings, Inc. (MDC) | COMMON | 552676108 | 1,168 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| 3M Company (MMM) | COMMON | 88579Y101 | 439 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | ||
| Morgan Stanley (MS) | COMMON | 617446448 | 25,991 | 267,090 | SH | SOLE | 11,700 | 255,390 | 0 | ||
| Proshares Short QQQ (PSQ) | COMMON | 74347B714 | 12,251 | 1,005,000 | SH | SOLE | 605,000 | 400,000 | 0 | ||
| Charles Schwab Corporation (SCHW) | COMMON | 808513105 | 3,058 | 41,987 | SH | SOLE | 41,987 | 0 | 0 | ||
| Proshares Short S&P500 (SH) | COMMON | 74347B425 | 10,585 | 695,000 | SH | SOLE | 550,000 | 145,000 | 0 | ||
| Toll Brothers, Inc. (TOL) | COMMON | 889478103 | 287,707 | 5,203,596 | SH | SOLE | 1,981,027 | 3,222,569 | 0 | ||
| Union Pacific Corp (UNP) | COMMON | 907818108 | 398 | 2,032 | SH | SOLE | 2,032 | 0 | 0 | ||
| Whirlpool Corp (WHR) | COMMON | 963320106 | 564,472 | 2,768,920 | SH | SOLE | 874,945 | 1,893,975 | 0 | ||