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 54,539 715,823 SH   SOLE   715,823 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 676,394 3,477,963 SH   SOLE   2,251,163 0 1,226,800
ALPHABET INC CAP STK CL C 02079K107 1,604,645 1,379,972 SH   SOLE   883,836 0 496,136
ANTHEM INC COM 036752103 615,457 2,710,785 SH   SOLE   1,891,080 0 819,705
APPLE INC COM 037833100 2,151,857 8,462,217 SH   SOLE   5,472,607 0 2,989,610
APTIV PLC SHS G6095L109 52,317 1,062,492 SH   SOLE   1,062,492 0 0
BARCLAYS PLC ADR 06738E204 1,746 385,509 SH   SOLE   385,509 0 0
BK OF AMERICA CORP COM COM 060505104 9,031 425,400 SH   SOLE   425,400 0 0
BP PLC SPONSORED ADR 055622104 82,134 3,367,520 SH   SOLE   3,367,520 0 0
CATERPILLAR INC DEL COM 149123101 829,850 7,151,416 SH   SOLE   4,818,916 0 2,332,500
CIGNA CORP NEW COM 125523100 970,716 5,478,701 SH   SOLE   3,799,993 0 1,678,708
CITIGROUP INC COM 172967424 544,215 12,920,584 SH   SOLE   9,678,777 0 3,241,807
D R HORTON INC COM 23331A109 513,478 15,102,284 SH   SOLE   10,098,928 0 5,003,356
EOG RES INC COM 26875P101 120,733 3,361,174 SH   SOLE   1,972,455 0 1,388,719
FACEBOOK INC CL A 30303M102 951,167 5,702,442 SH   SOLE   3,833,342 0 1,869,100
FIFTH THIRD BANCORP COM 316773100 279,001 18,787,935 SH   SOLE   13,846,930 0 4,941,005
GENUINE PARTS CO COM 372460105 42,016 624,038 SH   SOLE   624,038 0 0
HALLIBURTON CO COM 406216101 154,275 22,521,918 SH   SOLE   14,712,333 0 7,809,585
JPMORGAN CHASE & CO COM 46625H100 218,293 2,424,675 SH   SOLE   1,716,343 0 708,332
LENNAR CORP CL B 526057302 3,720 128,633 SH   SOLE   95,871 0 32,762
LENNAR CORP CL A 526057104 402,660 10,540,831 SH   SOLE   7,204,516 0 3,336,315
MEDTRONIC PLC SHS G5960L103 636,113 7,053,810 SH   SOLE   4,924,808 0 2,129,002
MERCK & CO. INC COM 58933Y105 54,057 702,584 SH   SOLE   674,884 0 27,700
MICRON TECHNOLOGY INC COM 595112103 1,060,689 25,218,470 SH   SOLE   16,824,570 0 8,393,900
MICROSOFT CORP COM 594918104 2,039,656 12,932,952 SH   SOLE   8,739,794 0 4,193,158
PEPSICO INC COM 713448108 442,389 3,683,505 SH   SOLE   2,626,303 0 1,057,202
PFIZER INC COM 717081103 879,093 26,932,999 SH   SOLE   18,395,896 0 8,537,103
RAYTHEON CO COM 755111507 178,261 1,359,217 SH   SOLE   1,359,217 0 0
ROYAL BK SCOTLAND GROUP PLC SPONS ADR 2 ORD 780097689 790 290,500 SH   SOLE   290,500 0 0
SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100 3,196 137,094 SH   SOLE   137,094 0 0
SPDR S&P 500 ETF TR TR U NIT 78462F103 289,757 1,124,178 SH   SOLE   1,124,178 0 0
STANLEY BLACK & DECKER INC COM 854502101 93,069 930,686 SH   SOLE   734,986 0 195,700
SUNCOR ENERGY INC NEW COM 867224107 459,649 29,091,703 SH   SOLE   20,027,550 0 9,064,153
SYNCHRONY FINL COM 87165B103 64,308 3,996,756 SH   SOLE   2,926,008 0 1,070,748
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1,853,500 38,784,272 SH   SOLE   24,107,189 0 14,677,083
TRUIST FINL CORP COM 89832Q109 93,006 3,015,768 SH   SOLE   3,015,768 0 0
UNITEDHEALTH GROUP INC COM 91324P102 1,309,030 5,249,139 SH   SOLE   3,470,279 0 1,778,860
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 495,325 12,075,212 SH   SOLE   5,585,380 0 6,489,832
VERIZON COMMUNICATIONS INC COM 92343V104 720,342 13,406,708 SH   SOLE   8,878,808 0 4,527,900
WELLS FARGO CO NEW COM 949746101 390,757 13,615,224 SH   SOLE   9,901,994 0 3,713,230