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
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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 47,078 621,733 SH   SOLE   47,656 0 574,077
ALPHABET INC CAP STK CL C 02079K107 1,527,301 1,252,913 SH   SOLE   504,534 0 748,379
ANTHEM INC COM 036752103 551,191 2,295,671 SH   SOLE   836,723 0 1,458,948
APPLE INC COM 037833100 1,826,171 8,153,641 SH   SOLE   3,229,250 0 4,924,391
APTIV PLC SHS G6095L109 77,229 883,421 SH   SOLE   72,120 0 811,301
BANK AMER CORP COM 060505104 744,113 25,509,528 SH   SOLE   9,066,241 0 16,443,287
BARCLAYS PLC ADR 06738E204 2,941 400,709 SH   SOLE   400,709 0 0
BP PLC SPONSORED ADR 055622104 252,109 6,636,206 SH   SOLE   1,309,085 0 5,327,121
CATERPILLAR INC DEL COM 149123101 789,035 6,246,810 SH   SOLE   2,399,610 0 3,847,200
CIGNA CORP NEW COM 125523100 711,234 4,685,643 SH   SOLE   1,852,280 0 2,833,363
CITIGROUP INC COM 172967424 735,398 10,645,595 SH   SOLE   4,291,644 0 6,353,951
D R HORTON INC COM 23331A109 1,113,299 21,121,218 SH   SOLE   8,392,006 0 12,729,212
EOG RES INC COM 26875P101 43,329 583,794 SH   SOLE   261,475 0 322,319
FACEBOOK INC CL A 30303M102 690,288 3,876,280 SH   SOLE   1,444,080 0 2,432,200
FIFTH THIRD BANCORP COM 316773100 519,885 18,987,765 SH   SOLE   7,221,683 0 11,766,082
GENUINE PARTS CO COM 372460105 62,600 628,577 SH   SOLE   64,996 0 563,581
GILEAD SCIENCES INC COM 375558103 709,735 11,198,093 SH   SOLE   4,555,455 0 6,642,638
HALLIBURTON CO COM 406216101 445,082 23,611,761 SH   SOLE   9,071,113 0 14,540,648
JPMORGAN CHASE & CO COM 46625H100 516,986 4,392,776 SH   SOLE   1,593,388 0 2,799,388
KROGER CO COM 501044101 172,260 6,681,939 SH   SOLE   2,218,832 0 4,463,107
LENNAR CORP CL B 526057302 6,229 140,394 SH   SOLE   60,175 0 80,219
LENNAR CORP CL A 526057104 627,828 11,241,330 SH   SOLE   4,620,195 0 6,621,135
MEDTRONIC PLC SHS G5960L103 664,524 6,117,877 SH   SOLE   2,361,706 0 3,756,171
MERCK & CO INC COM 58933Y105 52,763 626,784 SH   SOLE   121,655 0 505,129
MICRON TECHNOLOGY INC COM 595112103 222,202 5,185,582 SH   SOLE   2,083,882 0 3,101,700
MICROSOFT CORP COM 594918104 1,698,566 12,217,263 SH   SOLE   4,637,885 0 7,579,378
PEPSICO INC COM 713448108 449,873 3,281,347 SH   SOLE   1,074,438 0 2,206,909
PFIZER INC COM 717081103 847,324 23,582,620 SH   SOLE   9,099,682 0 14,482,938
RAYTHEON CO COM 755111507 215,450 1,098,171 SH   SOLE   89,988 0 1,008,183
ROYAL BK SCOTLAND GROUP PLC SPONS ADR 2 ORD 780097689 1,499 294,000 SH   SOLE   294,000 0 0
SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100 7,029 200,894 SH   SOLE   200,894 0 0
SPDR S&P 500 ETF TR TR U NIT 78462F103 395,186 1,331,623 SH   SOLE   89,880 0 1,241,743
STANLEY BLACK & DECKER INC COM 854502101 117,762 815,468 SH   SOLE   157,046 0 658,422
SUNCOR ENERGY INC NEW COM 867224107 824,525 26,109,084 SH   SOLE   11,065,751 0 15,043,333
SYNCHRONY FINL COM 87165B103 116,164 3,407,574 SH   SOLE   1,137,360 0 2,270,214
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1,664,356 35,807,997 SH   SOLE   14,666,293 0 21,141,704
UNITEDHEALTH GROUP INC COM 91324P102 1,008,009 4,638,364 SH   SOLE   1,835,504 0 2,802,860
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 240,271 4,815,048 SH   SOLE   2,713,448 0 2,101,600
VERIZON COMMUNICATIONS INC COM 92343V104 686,000 11,365,140 SH   SOLE   4,038,940 0 7,326,200
WELLS FARGO CO NEW COM 949746101 891,908 17,682,550 SH   SOLE   6,884,920 0 10,797,630