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 50,065 621,233 SH   SOLE   47,156 0 574,077
ALPHABET INC CAP STK CL C 02079K107 1,436,941 1,224,690 SH   SOLE   487,571 0 737,119
ANTHEM INC COM 036752103 572,567 1,995,147 SH   SOLE   757,699 0 1,237,448
APPLE INC COM 037833100 1,545,086 8,134,174 SH   SOLE   3,169,983 0 4,964,191
APTIV PLC SHS G6095L109 70,183 882,921 SH   SOLE   71,620 0 811,301
BANK AMER CORP COM 060505104 663,735 24,057,071 SH   SOLE   9,012,484 0 15,044,587
BARCLAYS PLC ADR 06738E204 3,388 423,506 SH   SOLE   423,506 0 0
BP PLC SPONSORED ADR 055622104 282,725 6,466,723 SH   SOLE   1,139,602 0 5,327,121
CABOT OIL & GAS CORP COM 127097103 386,935 14,825,102 SH   SOLE   6,139,647 0 8,685,455
CATERPILLAR INC DEL COM 149123101 643,225 4,747,400 SH   SOLE   1,899,900 0 2,847,500
CIGNA CORP NEW COM 125523100 675,990 4,203,397 SH   SOLE   1,604,034 0 2,599,363
CITIGROUP INC COM 172967424 628,649 10,103,648 SH   SOLE   4,193,797 0 5,909,851
D R HORTON INC COM 23331A109 858,144 20,738,137 SH   SOLE   8,260,925 0 12,477,212
EOG RES INC COM 26875P101 10,443 109,719 SH   SOLE   0 0 109,719
FACEBOOK INC CL A 30303M102 627,738 3,765,900 SH   SOLE   1,442,200 0 2,323,700
FIFTH THIRD BANCORP COM 316773100 464,000 18,398,085 SH   SOLE   7,096,003 0 11,302,082
GENUINE PARTS CO COM 372460105 69,546 620,777 SH   SOLE   57,196 0 563,581
GILEAD SCIENCES INC COM 375558103 734,089 11,291,933 SH   SOLE   4,366,595 0 6,925,338
HALLIBURTON CO COM 406216101 678,444 23,155,102 SH   SOLE   9,283,354 0 13,871,748
JOHNSON & JOHNSON COM 478160104 356,009 2,546,739 SH   SOLE   958,360 0 1,588,379
JPMORGAN CHASE & CO COM 46625H100 432,673 4,274,161 SH   SOLE   1,577,829 0 2,696,332
KROGER CO COM 501044101 158,534 6,444,489 SH   SOLE   2,207,982 0 4,236,507
LENNAR CORP CL B 526057302 5,524 141,200 SH   SOLE   60,681 0 80,519
LENNAR CORP CL A 526057104 580,427 11,823,730 SH   SOLE   4,518,621 0 7,305,109
MEDTRONIC PLC SHS G5960L103 540,850 5,938,185 SH   SOLE   2,354,214 0 3,583,971
MERCK & CO INC COM 58933Y105 218,302 2,624,772 SH   SOLE   1,010,627 0 1,614,145
MICRON TECHNOLOGY INC COM 595112103 200,178 4,843,402 SH   SOLE   2,060,802 0 2,782,600
MICROSOFT CORP COM 594918104 1,410,265 11,957,482 SH   SOLE   4,654,904 0 7,302,578
PEPSICO INC COM 713448108 395,970 3,231,087 SH   SOLE   1,060,978 0 2,170,109
PFIZER INC COM 717081103 770,507 18,142,380 SH   SOLE   7,166,342 0 10,976,038
RAYTHEON CO COM 755111507 199,081 1,093,371 SH   SOLE   85,188 0 1,008,183
ROYAL BK SCOTLAND GROUP PLC SPONS ADR 2 ORD 780097689 1,631 250,100 SH   SOLE   250,100 0 0
SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100 8,964 241,304 SH   SOLE   241,304 0 0
SPDR S&P 500 ETF TR TR U NIT 78462F103 275,509 975,323 SH   SOLE   79,880 0 895,443
STANLEY BLACK & DECKER INC COM 854502101 101,758 747,288 SH   SOLE   149,766 0 597,522
SUNCOR ENERGY INC NEW COM 867224107 795,074 24,516,616 SH   SOLE   10,453,783 0 14,062,833
SYNCHRONY FINL COM 87165B103 105,762 3,315,424 SH   SOLE   1,123,910 0 2,191,514
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1,470,608 35,903,507 SH   SOLE   14,544,903 0 21,358,604
UNITEDHEALTH GROUP INC COM 91324P102 761,691 3,080,526 SH   SOLE   1,081,163 0 1,999,363
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 176,345 3,516,358 SH   SOLE   2,132,758 0 1,383,600
VERIZON COMMUNICATIONS INC COM 92343V104 636,422 10,763,100 SH   SOLE   3,942,800 0 6,820,300
WELLS FARGO CO NEW COM 949746101 824,293 17,059,038 SH   SOLE   6,658,608 0 10,400,430