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
ABBVIE INC COM 00287Y109 60,553 626,133 SH   SOLE   626,133 0 626,133
ALPHABET INC CAP STK CL C 02079K107 1,477,609 1,305,251 SH   SOLE   1,305,251 0 1,305,251
ANTHEM INC COM 036752103 469,154 1,878,622 SH   SOLE   1,878,622 0 1,878,622
APPLE INC COM 037833100 1,574,905 8,623,285 SH   SOLE   8,623,285 0 8,623,285
APTIV PLC SHS G6095L109 75,619 891,421 SH   SOLE   891,421 0 891,421
BANK AMER CORP COM 060505104 984,107 30,422,232 SH   SOLE   30,422,232 0 30,422,232
BARCLAYS PLC ADR 06738E204 5,908 542,047 SH   SOLE   542,047 0 542,047
BP PLC SPONSORED ADR 055622104 164,621 3,916,753 SH   SOLE   3,916,753 0 3,916,753
CABOT OIL & GAS CORP COM 127097103 911,570 29,687,930 SH   SOLE   29,687,930 0 29,687,930
CALATLANTIC GROUP INC COM 128195104 273,171 4,441,639 SH   SOLE   4,441,639 0 4,441,639
CIGNA CORPORATION COM 125509109 667,646 3,015,393 SH   SOLE   3,015,393 0 3,015,393
CITIGROUP INC COM 172967424 1,019,162 12,649,662 SH   SOLE   12,649,662 0 12,649,662
D R HORTON INC COM 23331A109 822,507 15,081,557 SH   SOLE   15,081,557 0 15,081,557
DELPHI TECHNOLOGIES PLC SHS G2709G107 15,591 297,138 SH   SOLE   297,138 0 297,138
EBAY INC COM 278642103 248,814 5,989,000 SH   SOLE   5,989,000 0 5,989,000
FIFTH THIRD BANCORP COM 316773100 428,100 13,300,838 SH   SOLE   13,300,838 0 13,300,838
GENUINE PARTS CO COM 372460105 59,797 629,377 SH   SOLE   629,377 0 629,377
GILEAD SCIENCES INC COM 375558103 757,119 9,910,493 SH   SOLE   9,910,493 0 9,910,493
HALLIBURTON CO COM 406216101 163,920 3,112,650 SH   SOLE   3,112,650 0 3,112,650
HONDA MOTOR LTD AMERN SHS 438128308 5,432 159,381 SH   SOLE   159,381 0 159,381
INTEL CORP COM 458140100 763,613 15,222,695 SH   SOLE   15,222,695 0 15,222,695
JOHNSON & JOHNSON COM 478160104 811,226 5,329,560 SH   SOLE   5,329,560 0 5,329,560
JPMORGAN CHASE & CO COM 46625H100 732,472 6,237,411 SH   SOLE   6,237,411 0 6,237,411
KROGER CO COM 501044101 293,538 9,739,142 SH   SOLE   9,739,142 0 9,739,142
LENNAR CORP CL A 526057104 453,093 6,615,179 SH   SOLE   6,615,179 0 6,615,179
LENNAR CORP CL B 526057302 5,727 99,828 SH   SOLE   99,828 0 99,828
MEDTRONIC PLC SHS G5960L103 667,410 7,526,583 SH   SOLE   7,526,583 0 7,526,583
MERCK & CO INC COM 58933Y105 220,471 3,586,256 SH   SOLE   3,586,256 0 3,586,256
MERITAGE HOMES CORP COM 59001A102 86,678 1,533,479 SH   SOLE   1,533,479 0 1,533,479
MICROSOFT CORP COM 594918104 1,196,262 12,741,696 SH   SOLE   12,741,696 0 12,741,696
OMNICOM GROUP INC COM 681919106 187,271 2,571,342 SH   SOLE   2,571,342 0 2,571,342
PEPSICO INC COM 713448108 536,421 4,092,025 SH   SOLE   4,092,025 0 4,092,025
PFIZER INC COM 717081103 798,985 20,096,777 SH   SOLE   20,096,777 0 20,096,777
RAYTHEON CO COM 755111507 207,366 1,103,891 SH   SOLE   1,103,891 0 1,103,891
SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100 10,044 225,794 SH   SOLE   225,794 0 225,794
SPDR S&P 500 ETF TR TR U NIT 78462F103 225,908 846,542 SH   SOLE   846,542 0 846,542
STANLEY BLACK & DECKER INC COM 854502101 141,199 820,248 SH   SOLE   820,248 0 820,248
SYNCHRONY FINL COM 87165B103 116,828 2,795,440 SH   SOLE   2,795,440 0 2,795,440
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 1,448,910 33,730,001 SH   SOLE   33,730,001 0 33,730,001
UNITEDHEALTH GROUP INC COM 91324P102 753,538 3,148,493 SH   SOLE   3,148,493 0 3,148,493
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 53,965 496,136 SH   SOLE   496,136 0 496,136