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 57,752 623,333 SH   SOLE   49,256 0 574,077
ALPHABET INC CAP STK CL C 02079K107 1,432,392 1,283,908 SH   SOLE   505,017 0 778,891
ANTHEM INC COM 036752103 446,788 1,877,022 SH   SOLE   728,899 0 1,148,123
APPLE INC COM 037833100 1,484,777 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 507,934 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 712,545 29,938,869 SH   SOLE   11,122,550 0 18,816,319
CIGNA CORPORATION COM 125509109 567,336 3,338,253 SH   SOLE   1,134,754 0 2,203,499
CITIGROUP INC COM 172967424 567,618 8,482,040 SH   SOLE   3,601,820 0 4,880,220
D R HORTON INC COM 23331A109 573,271 13,982,216 SH   SOLE   4,925,978 0 9,056,238
EBAY INC COM 278642103 216,229 5,963,300 SH   SOLE   2,285,400 0 3,677,900
FIFTH THIRD BANCORP COM 316773100 320,413 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 749,457 10,579,575 SH   SOLE   3,881,218 0 6,698,357
HALLIBURTON CO COM 406216101 713,949 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 630,101 12,675,542 SH   SOLE   4,311,644 0 8,363,898
JOHNSON & JOHNSON COM 478160104 654,933 5,397,505 SH   SOLE   2,381,305 0 3,016,200
JPMORGAN CHASE & CO COM 46625H100 429,680 4,123,611 SH   SOLE   1,700,013 0 2,423,598
KROGER CO COM 501044101 277,699 9,760,942 SH   SOLE   3,635,042 0 6,125,900
LENNAR CORP CL B 526057302 6,075 142,304 SH   SOLE   61,785 0 80,519
LENNAR CORP CL A 526057104 502,723 9,575,681 SH   SOLE   3,649,051 0 5,926,630
MEDTRONIC PLC SHS G5960L103 642,022 7,499,383 SH   SOLE   3,107,214 0 4,392,169
MERCK & CO INC COM 58933Y105 217,097 3,576,556 SH   SOLE   1,632,127 0 1,944,429
MERITAGE HOMES CORP COM 59001A102 25,753 585,959 SH   SOLE   201,769 0 384,190
MICROSOFT CORP COM 594918104 1,157,300 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 453,305 4,163,725 SH   SOLE   1,436,518 0 2,727,207
PFIZER INC COM 717081103 728,810 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 8,577 222,894 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 92,880 699,348 SH   SOLE   147,326 0 552,022
SUNCOR ENERGY INC NEW COM 867224107 479,878 11,796,414 SH   SOLE   4,724,994 0 7,071,420
SYNCHRONY FINL COM 87165B103 103,332 3,095,640 SH   SOLE   1,090,368 0 2,005,272
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 1,204,953 32,958,241 SH   SOLE   13,107,152 0 19,851,089
UNITEDHEALTH GROUP INC COM 91324P102 761,166 3,102,493 SH   SOLE   1,138,193 0 1,964,300
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 26,630 513,688 SH   SOLE   448,588 0 65,100
WELLS FARGO CO NEW COM 949746101 870,791 15,706,900 SH   SOLE   5,906,500 0 9,800,400