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 59,169 625,133 SH   SOLE   51,056 0 574,077
ALPHABET INC CAP STK CL C 02079K107 1,459,492 1,305,538 SH   SOLE   529,197 0 776,341
ANTHEM INC COM 036752103 457,588 1,874,522 SH   SOLE   755,699 0 1,118,823
APPLE INC COM 037833100 1,533,906 8,465,775 SH   SOLE   3,349,330 0 5,116,445
APTIV PLC SHS G6095L109 75,608 889,821 SH   SOLE   78,520 0 811,301
BANK AMER CORP COM 060505104 818,095 25,059,232 SH   SOLE   9,074,189 0 15,985,043
BARCLAYS PLC ADR 06738E204 6,407 542,047 SH   SOLE   542,047 0 0
BP PLC SPONSORED ADR 055622104 261,574 6,452,253 SH   SOLE   1,125,132 0 5,327,121
CABOT OIL & GAS CORP COM 127097103 763,009 29,619,769 SH   SOLE   11,158,050 0 18,461,719
CIGNA CORPORATION COM 125509109 559,419 3,060,393 SH   SOLE   1,100,294 0 1,960,099
CITIGROUP INC COM 172967424 854,542 11,597,722 SH   SOLE   4,623,520 0 6,974,202
D R HORTON INC COM 23331A109 651,741 13,890,536 SH   SOLE   4,957,098 0 8,933,438
DELPHI TECHNOLOGIES PLC SHS G2709G107 14,135 296,638 SH   SOLE   26,205 0 270,433
EBAY INC COM 278642103 265,248 5,982,000 SH   SOLE   2,370,200 0 3,611,800
FIFTH THIRD BANCORP COM 316773100 447,820 13,280,646 SH   SOLE   3,672,046 0 9,608,600
GENUINE PARTS CO COM 372460105 56,543 629,377 SH   SOLE   65,796 0 563,581
GILEAD SCIENCES INC COM 375558103 795,958 9,883,375 SH   SOLE   3,640,418 0 6,242,957
HALLIBURTON CO COM 406216101 765,317 15,045,108 SH   SOLE   6,006,074 0 9,039,034
HONDA MOTOR LTD AMERN SHS 438128308 5,476 157,681 SH   SOLE   157,681 0 0
INTEL CORP COM 458140100 697,057 12,354,142 SH   SOLE   4,444,344 0 7,909,798
JOHNSON & JOHNSON COM 478160104 745,119 5,297,505 SH   SOLE   2,450,205 0 2,847,300
JPMORGAN CHASE & CO COM 46625H100 735,616 6,069,611 SH   SOLE   2,553,713 0 3,515,898
KROGER CO COM 501044101 258,082 9,822,542 SH   SOLE   3,772,242 0 6,050,300
LENNAR CORP CL B 526057302 7,546 142,204 SH   SOLE   61,685 0 80,519
LENNAR CORP CL A 526057104 594,572 9,217,081 SH   SOLE   3,405,951 0 5,811,130
MEDTRONIC PLC SHS G5960L103 662,826 7,516,983 SH   SOLE   3,230,814 0 4,286,169
MERCK & CO INC COM 58933Y105 204,737 3,418,756 SH   SOLE   1,504,127 0 1,914,629
MERITAGE HOMES CORP COM 59001A102 29,722 594,459 SH   SOLE   210,269 0 384,190
MICROSOFT CORP COM 594918104 1,180,205 11,790,026 SH   SOLE   4,956,924 0 6,833,102
OMNICOM GROUP INC COM 681919106 186,511 2,566,542 SH   SOLE   232,042 0 2,334,500
PEPSICO INC COM 713448108 494,110 4,141,425 SH   SOLE   1,485,918 0 2,655,507
PFIZER INC COM 717081103 782,426 20,066,677 SH   SOLE   8,665,042 0 11,401,635
RAYTHEON CO COM 755111507 237,810 1,101,891 SH   SOLE   93,708 0 1,008,183
SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100 9,054 223,694 SH   SOLE   223,694 0 0
SPDR S&P 500 ETF TR TR U NIT 78462F103 301,713 1,146,542 SH   SOLE   115,299 0 1,031,243
STANLEY BLACK & DECKER INC COM 854502101 111,398 728,148 SH   SOLE   150,726 0 577,422
SYNCHRONY FINL COM 87165B103 101,317 2,787,440 SH   SOLE   1,114,268 0 1,673,172
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 1,553,536 32,715,681 SH   SOLE   13,394,492 0 19,321,189
UNITEDHEALTH GROUP INC COM 91324P102 730,958 3,143,693 SH   SOLE   1,197,293 0 1,946,400
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 32,977 577,188 SH   SOLE   495,288 0 81,900