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
ALLERGAN SHS G0177J108 20,407 88,308 SH   SOLE NONE 88,308 0 0
ALTRIA GROUP COM 02209S103 687 9,961 SH   SOLE NONE 9,961 0 0
ANALOG DEVICES COM 032654105 16,262 287,110 SH   SOLE NONE 287,110 0 0
APPLE COM 037833100 289 3,027 SH   SOLE NONE 3,027 0 0
BANK OF AMERICA COM 060505104 26,793 2,019,043 SH   SOLE NONE 2,019,043 0 0
BERKSHIRE HATHAWAY A CL A 084670108 434 2 SH   SOLE NONE 2 0 0
BERKSHIRE HATHAWAY B CL B NEW 084670702 493 3,404 SH   SOLE NONE 3,404 0 0
BRISTOL MYERS COM 110122108 40,842 555,300 SH   SOLE NONE 555,300 0 0
CALATLANTIC COM 128195104 21,839 594,905 SH   SOLE NONE 594,905 0 0
CITIGROUP COM NEW 172967424 25,227 595,114 SH   SOLE NONE 595,114 0 0
CLOROX COM 189054109 16,193 117,010 SH   SOLE NONE 117,010 0 0
COCA-COLA COM 191216100 1,918 42,303 SH   SOLE NONE 42,303 0 0
CONAGRA COM 205887102 496 10,367 SH   SOLE NONE 10,367 0 0
D R HORTON COM 23331A109 32,846 1,043,387 SH   SOLE NONE 1,043,387 0 0
DISNEY COM DISNEY 254687106 272 2,780 SH   SOLE NONE 2,780 0 0
E*TRADE FINANCIAL COM NEW 269246401 16,658 709,149 SH   SOLE NONE 709,149 0 0
EBAY COM 278642103 9,960 425,456 SH   SOLE NONE 425,456 0 0
ELI LILLY COM 532457108 26,023 330,450 SH   SOLE NONE 330,450 0 0
FACEBOOK CL A 30303M102 209 1,828 SH   SOLE NONE 1,828 0 0
FIFTH THIRD COM 316773100 19,473 1,107,048 SH   SOLE NONE 1,107,048 0 0
FISERV COM 337738108 523 4,811 SH   SOLE NONE 4,811 0 0
FLEX ORD Y2573F102 29,617 2,509,900 SH   SOLE NONE 2,509,900 0 0
GENERAL ELECTRIC COM 369604103 354 11,257 SH   SOLE NONE 11,257 0 0
HOME DEPOT COM 437076102 49,426 387,079 SH   SOLE NONE 387,079 0 0
HONEYWELL COM 438516106 392 3,372 SH   SOLE NONE 3,372 0 0
INTEL COM 458140100 330 10,053 SH   SOLE NONE 10,053 0 0
JOHNSON & JOHNSON COM 478160104 789 6,504 SH   SOLE NONE 6,504 0 0
JPMORGAN CHASE COM 46625H100 290 4,674 SH   SOLE NONE 4,674 0 0
KRAFT HEINZ COM 500754106 201 2,271 SH   SOLE NONE 2,271 0 0
LENNAR CL A 526057104 21,963 476,417 SH   SOLE NONE 476,417 0 0
MASCO COM 574599106 28,142 909,565 SH   SOLE NONE 909,565 0 0
MCDONALDS COM 580135101 390 3,242 SH   SOLE NONE 3,242 0 0
MERCK COM 58933Y105 236 4,105 SH   SOLE NONE 4,105 0 0
MGIC COM 552848103 13,449 2,260,300 SH   SOLE NONE 2,260,300 0 0
MONDELEZ CL A 609207105 210 4,605 SH   SOLE NONE 4,605 0 0
MORGAN STANLEY COM NEW 617446448 18,510 712,465 SH   SOLE NONE 712,465 0 0
MOTOROLA SOLUTIONS COM NEW 620076307 27,468 416,371 SH   SOLE NONE 416,371 0 0
NEWELL BRANDS COM 651229106 43,514 895,903 SH   SOLE NONE 895,903 0 0
PAYPAL COM 70450Y103 14,792 405,158 SH   SOLE NONE 405,158 0 0
PEPSI COM 713448108 229 2,159 SH   SOLE NONE 2,159 0 0
PHILIP MORRIS COM 718172109 559 5,500 SH   SOLE NONE 5,500 0 0
PROCTER & GAMBLE COM 742718109 30,702 362,604 SH   SOLE NONE 362,604 0 0
RADIAN GROUP COM 750236101 9,451 907,010 SH   SOLE NONE 907,010 0 0
REPUBLIC SERVICES COM 760759100 19,215 374,484 SH   SOLE NONE 374,484 0 0
SANMINA COM 801056102 23,863 890,075 SH   SOLE NONE 890,075 0 0
T-MOBILE COM 872590104 35,344 816,826 SH   SOLE NONE 816,826 0 0
TELEPHONE & DATA SYSTEMS COM NEW 879433829 15,790 532,350 SH   SOLE NONE 532,350 0 0
TEXAS INSTRUMENTS COM 882508104 31,066 495,864 SH   SOLE NONE 495,864 0 0
THERMO FISHER COM 883556102 658 4,450 SH   SOLE NONE 4,450 0 0
TOPBUILD COM 89055F103 3,533 97,608 SH   SOLE NONE 97,608 0 0
VERIZON COM 92343V104 343 6,134 SH   SOLE NONE 6,134 0 0
WASTE MANAGEMENT COM 94106L109 30,114 454,418 SH   SOLE NONE 454,418 0 0
WELLS FARGO COM 949746101 210 4,430 SH   SOLE NONE 4,430 0 0
XILINX COM 983919101 30,747 666,535 SH   SOLE NONE 666,535 0 0
ALLIANCEBERNSTEIN UNIT LTD PARTN 01881G106 5,390 231,350 SH   SOLE NONE 231,350 0 0
AT&T COM 00206R102 10,593 245,146 SH   SOLE NONE 245,146 0 0
BLACKSTONE COM UNIT LTD 09253U108 7,589 309,270 SH   SOLE NONE 309,270 0 0
CON ED COM 209115104 10,729 133,376 SH   SOLE NONE 133,376 0 0
DOMINION COM 25746U109 324 4,151 SH   SOLE NONE 4,151 0 0
DUKE ENERGY COM NEW 26441C204 9,960 116,101 SH   SOLE NONE 116,101 0 0
NUVEEN AMT MUNI COM 67071L106 442 27,191 SH   SOLE NONE 27,191 0 0
OLD REPUBLIC COM 680223104 10,023 519,599 SH   SOLE NONE 519,599 0 0
SCANA CORP NEW COM 80589M102 7,578 100,161 SH   SOLE NONE 100,161 0 0
SOUTHERN COMPANY COM 842587107 9,694 180,752 SH   SOLE NONE 180,752 0 0
WEC ENERGY COM 92939U106 1,250 19,138 SH   SOLE NONE 19,138 0 0
XCEL ENERGY COM 98389B100 3,835 85,637 SH   SOLE NONE 85,637 0 0