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 57,752 623,333 SH   SOLE   49,256 0 574,077
ALPHABET INC CAP STK CL C 02079K107 1,566,892 1,283,908 SH   SOLE   505,017 0 778,891
ANTHEM INC COM 036752103 503,552 1,877,022 SH   SOLE   728,899 0 1,148,123
APPLE INC COM 037833100 1,612,158 8,021,053 SH   SOLE   3,009,480 0 5,011,573
APTIV PLC SHS G6095L109 81,131 885,421 SH   SOLE   74,120 0 811,301
BANK AMER CORP COM 060505104 562,923 18,018,232 SH   SOLE   6,973,089 0 11,045,143
BARCLAYS PLC ADR 06738E204 5,671 565,406 SH   SOLE   565,406 0 0
BP PLC SPONSORED ADR 055622104 294,914 6,458,923 SH   SOLE   1,131,802 0 5,327,121
CABOT OIL & GAS CORP COM 127097103 772,204 29,938,869 SH   SOLE   11,122,550 0 18,816,319
CIGNA CORPORATION COM 125509109 620,822 3,338,253 SH   SOLE   1,134,754 0 2,203,499
CITIGROUP INC COM 172967424 640,802 8,482,040 SH   SOLE   3,601,820 0 4,880,220
D R HORTON INC COM 23331A109 619,467 13,982,216 SH   SOLE   4,925,978 0 9,056,238
EBAY INC COM 278642103 241,573 5,963,300 SH   SOLE   2,285,400 0 3,677,900
FIFTH THIRD BANCORP COM 316773100 341,271 11,164,212 SH   SOLE   2,756,430 0 8,407,782
GENUINE PARTS CO COM 372460105 57,422 625,577 SH   SOLE   61,996 0 563,581
GILEAD SCIENCES INC COM 375558103 804,126 10,579,575 SH   SOLE   3,881,218 0 6,698,357
HALLIBURTON CO COM 406216101 779,554 15,844,408 SH   SOLE   6,111,574 0 9,732,834
HONDA MOTOR LTD AMERN SHS 438128308 3,117 106,481 SH   SOLE   106,481 0 0
INTEL CORP COM 458140100 688,862 12,675,542 SH   SOLE   4,311,644 0 8,363,898
JOHNSON & JOHNSON COM 478160104 726,812 5,397,505 SH   SOLE   2,381,305 0 3,016,200
JPMORGAN CHASE & CO COM 46625H100 479,596 4,123,611 SH   SOLE   1,700,013 0 2,423,598
KROGER CO COM 501044101 308,920 9,760,942 SH   SOLE   3,635,042 0 6,125,900
LENNAR CORP CL B 526057302 6,846 142,304 SH   SOLE   61,785 0 80,519
LENNAR CORP CL A 526057104 554,838 9,575,681 SH   SOLE   3,649,051 0 5,926,630
MEDTRONIC PLC SHS G5960L103 715,290 7,499,383 SH   SOLE   3,107,214 0 4,392,169
MERCK & CO INC COM 58933Y105 240,654 3,576,556 SH   SOLE   1,632,127 0 1,944,429
MERITAGE HOMES CORP COM 59001A102 28,882 585,959 SH   SOLE   201,769 0 384,190
MICROSOFT CORP COM 594918104 1,286,321 11,736,136 SH   SOLE   4,789,054 0 6,947,082
OMNICOM GROUP INC COM 681919106 194,850 2,554,742 SH   SOLE   220,242 0 2,334,500
PEPSICO INC COM 713448108 501,280 4,163,725 SH   SOLE   1,436,518 0 2,727,207
PFIZER INC COM 717081103 811,137 20,088,477 SH   SOLE   8,391,042 0 11,697,435
RAYTHEON CO COM 755111507 212,048 1,097,671 SH   SOLE   89,488 0 1,008,183
SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100 8,247 222,894 SH   SOLE   222,894 0 0
SPDR S&P 500 ETF TR TR U NIT 78462F103 175,904 648,423 SH   SOLE   51,280 0 597,143
STANLEY BLACK & DECKER INC COM 854502101 92,784 699,348 SH   SOLE   147,326 0 552,022
SUNCOR ENERGY INC NEW COM 867224107 525,087 11,796,414 SH   SOLE   4,724,994 0 7,071,420
SYNCHRONY FINL COM 87165B103 112,447 3,095,640 SH   SOLE   1,090,368 0 2,005,272
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 1,320,838 32,958,241 SH   SOLE   13,107,152 0 19,851,089
UNITEDHEALTH GROUP INC COM 91324P102 837,599 3,102,493 SH   SOLE   1,138,193 0 1,964,300
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 28,101 513,688 SH   SOLE   448,588 0 65,100
WELLS FARGO CO NEW COM 949746101 952,809 15,706,900 SH   SOLE   5,906,500 0 9,800,400