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 60,553 626,133 SH   SOLE   52,056 0 574,077
ALPHABET INC CAP STK CL C 02079K107 1,365,815 1,305,251 SH   SOLE   528,690 0 776,561
ANTHEM INC COM 036752103 422,709 1,878,622 SH   SOLE   763,299 0 1,115,323
APPLE INC COM 037833100 1,459,319 8,623,285 SH   SOLE   3,413,940 0 5,209,345
APTIV PLC SHS G6095L109 75,619 891,421 SH   SOLE   80,120 0 811,301
BANK AMER CORP COM 060505104 898,064 30,422,232 SH   SOLE   12,414,189 0 18,008,043
BARCLAYS PLC ADR 06738E204 5,908 542,047 SH   SOLE   542,047 0 0
BP PLC SPONSORED ADR 055622104 164,621 3,916,753 SH   SOLE   254,632 0 3,662,121
CABOT OIL & GAS CORP COM 127097103 849,075 29,687,930 SH   SOLE   11,296,111 0 18,391,819
CALATLANTIC GROUP INC COM 128195104 250,464 4,441,639 SH   SOLE   2,052,669 0 2,388,970
CIGNA CORPORATION COM 125509109 612,396 3,015,393 SH   SOLE   1,060,194 0 1,955,199
CITIGROUP INC COM 172967424 941,261 12,649,662 SH   SOLE   4,866,820 0 7,782,842
D R HORTON INC COM 23331A109 770,215 15,081,557 SH   SOLE   5,320,997 0 9,760,560
DELPHI TECHNOLOGIES PLC SHS G2709G107 15,591 297,138 SH   SOLE   26,705 0 270,433
EBAY INC COM 278642103 226,025 5,989,000 SH   SOLE   2,388,100 0 3,600,900
FIFTH THIRD BANCORP COM 316773100 403,547 13,300,838 SH   SOLE   3,715,738 0 9,585,100
GENUINE PARTS CO COM 372460105 59,797 629,377 SH   SOLE   65,796 0 563,581
GILEAD SCIENCES INC COM 375558103 709,988 9,910,493 SH   SOLE   3,672,536 0 6,237,957
HALLIBURTON CO COM 406216101 152,115 3,112,650 SH   SOLE   1,107,716 0 2,004,934
HONDA MOTOR LTD AMERN SHS 438128308 5,432 159,381 SH   SOLE   159,381 0 0
INTEL CORP COM 458140100 702,680 15,222,695 SH   SOLE   5,807,664 0 9,415,031
JOHNSON & JOHNSON COM 478160104 744,646 5,329,560 SH   SOLE   2,305,460 0 3,024,100
JPMORGAN CHASE & CO COM 46625H100 667,029 6,237,411 SH   SOLE   2,688,813 0 3,548,598
KROGER CO COM 501044101 267,339 9,739,142 SH   SOLE   3,786,442 0 5,952,700
LENNAR CORP CL A 526057104 418,344 6,615,179 SH   SOLE   2,302,951 0 4,312,228
LENNAR CORP CL B 526057302 5,159 99,828 SH   SOLE   43,099 0 56,729
MEDTRONIC PLC SHS G5960L103 607,772 7,526,583 SH   SOLE   3,252,214 0 4,274,369
MERCK & CO INC COM 58933Y105 201,799 3,586,256 SH   SOLE   1,658,927 0 1,927,329
MERITAGE HOMES CORP COM 59001A102 78,514 1,533,479 SH   SOLE   545,371 0 988,108
MICROSOFT CORP COM 594918104 1,089,925 12,741,696 SH   SOLE   5,381,014 0 7,360,682
OMNICOM GROUP INC COM 681919106 187,271 2,571,342 SH   SOLE   236,842 0 2,334,500
PEPSICO INC COM 713448108 490,716 4,092,025 SH   SOLE   1,479,118 0 2,612,907
PFIZER INC COM 717081103 727,905 20,096,777 SH   SOLE   8,733,742 0 11,363,035
RAYTHEON CO COM 755111507 207,366 1,103,891 SH   SOLE   95,708 0 1,008,183
SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100 10,477 225,794 SH   SOLE   225,794 0 0
SPDR S&P 500 ETF TR TR U NIT 78462F103 225,908 846,542 SH   SOLE   109,399 0 737,143
STANLEY BLACK & DECKER INC COM 854502101 139,188 820,248 SH   SOLE   232,926 0 587,322
SYNCHRONY FINL COM 87165B103 107,932 2,795,440 SH   SOLE   1,125,268 0 1,670,172
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 1,337,395 33,730,001 SH   SOLE   13,596,382 0 20,133,619
UNITEDHEALTH GROUP INC COM 91324P102 694,117 3,148,493 SH   SOLE   1,209,793 0 1,938,700
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 27,149 496,136 SH   SOLE   345,899 0 150,237