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
Estimated average burden
hours per response: 23.8
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
ABBVIE INC COM 00287Y109 45,502 627,533 SH   SOLE   627,533 0 627,533
ALPHABET INC CAP STK CL C 02079K107 1,221,079 1,232,175 SH   SOLE   1,232,175 0 1,232,175
ANTHEM INC COM 036752103 424,543 2,017,208 SH   SOLE   2,017,208 0 2,017,208
APPLE INC COM 037833100 1,282,930 8,184,799 SH   SOLE   8,184,799 0 8,184,799
BANK AMER CORP COM 060505104 777,151 29,023,032 SH   SOLE   29,023,032 0 29,023,032
BARCLAYS PLC ADR 06738E204 5,480 517,447 SH   SOLE   517,447 0 517,447
BP PLC SPONSORED ADR 055622104 135,715 3,916,753 SH   SOLE   3,916,753 0 3,916,753
CABOT OIL & GAS CORP COM 127097103 739,422 27,261,023 SH   SOLE   27,261,023 0 27,261,023
CALATLANTIC GROUP INC COM 128195104 161,972 4,167,200 SH   SOLE   4,167,200 0 4,167,200
CIGNA CORPORATION COM 125509109 651,479 3,549,876 SH   SOLE   3,549,876 0 3,549,876
CITIGROUP INC COM NEW 172967424 853,714 11,687,844 SH   SOLE   11,687,844 0 11,687,844
D R HORTON INC COM 23331A109 733,750 19,764,284 SH   SOLE   19,764,284 0 19,764,284
DELPHI AUTOMOTIVE PLC SHS G27823106 213,795 2,232,036 SH   SOLE   2,232,036 0 2,232,036
EBAY INC COM 278642103 108,267 2,811,600 SH   SOLE   2,811,600 0 2,811,600
FIFTH THIRD BANCORP COM 316773100 357,759 12,927,738 SH   SOLE   12,927,738 0 12,927,738
GENERAL ELECTRIC CO COM 369604103 145,389 4,942,038 SH   SOLE   4,942,038 0 4,942,038
GENUINE PARTS CO COM 372460105 94,159 1,015,077 SH   SOLE   1,015,077 0 1,015,077
HONDA MOTOR LTD AMERN SHS 438128308 4,450 162,481 SH   SOLE   162,481 0 162,481
INTEL CORP COM 458140100 527,810 14,286,295 SH   SOLE   14,286,295 0 14,286,295
JOHNSON & JOHNSON COM 478160104 653,107 4,476,132 SH   SOLE   4,476,132 0 4,476,132
JPMORGAN CHASE & CO COM 46625H100 606,732 6,006,611 SH   SOLE   6,006,611 0 6,006,611
LENNAR CORP CL A 526057104 475,661 8,162,361 SH   SOLE   8,162,361 0 8,162,361
MEDTRONIC PLC SHS G5960L103 651,800 6,670,948 SH   SOLE   6,670,948 0 6,670,948
MERCK & CO INC COM 58933Y105 835,462 12,052,595 SH   SOLE   12,052,595 0 12,052,595
MERITAGE HOMES CORP COM 59001A102 145,540 3,182,679 SH   SOLE   3,182,679 0 3,182,679
MICROSOFT CORP COM 594918104 924,807 12,143,596 SH   SOLE   12,143,596 0 12,143,596
OMNICOM GROUP INC COM 681919106 213,338 2,573,442 SH   SOLE   2,573,442 0 2,573,442
PEPSICO INC COM 713448108 489,123 3,857,425 SH   SOLE   3,857,425 0 3,857,425
PFIZER INC COM 717081103 626,222 16,933,077 SH   SOLE   16,933,077 0 16,933,077
RANGE RES CORP COM 75281A109 379,186 14,812,151 SH   SOLE   14,812,151 0 14,812,151
RAYTHEON CO COM NEW 755111507 179,508 1,113,091 SH   SOLE   1,113,091 0 1,113,091
SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100 7,825 189,594 SH   SOLE   189,594 0 189,594
SPDR S&P 500 ETF TR TR U NIT 78462F103 200,051 827,342 SH   SOLE   827,342 0 827,342
STANLEY BLACK & DECKER INC COM 854502101 114,532 800,648 SH   SOLE   800,648 0 800,648
SYNCHRONY FINL COM 87165B103 87,004 2,680,323 SH   SOLE   2,680,323 0 2,680,323
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 1,222,134 31,983,753 SH   SOLE   31,983,753 0 31,983,753
UNITEDHEALTH GROUP INC COM 91324P102 612,426 3,025,793 SH   SOLE   3,025,793 0 3,025,793
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 13,485 260,336 SH   SOLE   260,336 0 260,336