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
ADP COM 053015103 205 2,000 SH   SOLE NONE 2,000 0 0
ALPHABET A CAP STK CL A 02079K305 222 239 SH   SOLE NONE 239 0 0
ALTRIA GROUP COM 02209S103 876 11,761 SH   SOLE NONE 11,761 0 0
AMGEN COM 031162100 210 1,220 SH   SOLE NONE 1,220 0 0
ANALOG DEVICES COM 032654105 22,179 285,083 SH   SOLE NONE 285,083 0 0
AON SHS CL A G0408V102 239 1,800 SH   SOLE NONE 1,800 0 0
APPLE COM 037833100 1,048 7,276 SH   SOLE NONE 7,276 0 0
BANK OF AMERICA COM 060505104 48,183 1,986,099 SH   SOLE NONE 1,986,099 0 0
BERKSHIRE HATHAWAY A CL A 084670108 509 2 SH   SOLE NONE 2 0 0
BERKSHIRE HATHAWAY B CL B NEW 084670702 639 3,770 SH   SOLE NONE 3,770 0 0
CALATLANTIC COM 128195104 21,509 608,455 SH   SOLE NONE 608,455 0 0
CHARLES SCHWAB COM 808513105 38,982 907,395 SH   SOLE NONE 907,395 0 0
CISCO SYSTEMS COM 17275R102 34,280 1,095,221 SH   SOLE NONE 1,095,221 0 0
CITIGROUP COM NEW 172967424 41,427 619,426 SH   SOLE NONE 619,426 0 0
CLOROX COM 189054109 16,266 122,081 SH   SOLE NONE 122,081 0 0
COCA-COLA COM 191216100 1,186 26,433 SH   SOLE NONE 26,433 0 0
CONAGRA COM 205887102 233 6,525 SH   SOLE NONE 6,525 0 0
CORNING COM 219350105 32,014 1,065,350 SH   SOLE NONE 1,065,350 0 0
D R HORTON COM 23331A109 34,352 993,699 SH   SOLE NONE 993,699 0 0
DISNEY COM DISNEY 254687106 381 3,583 SH   SOLE NONE 3,583 0 0
ETRADE FINANCIAL COM NEW 269246401 26,135 687,211 SH   SOLE NONE 687,211 0 0
ELI LILLY COM 532457108 26,199 318,330 SH   SOLE NONE 318,330 0 0
FACEBOOK CL A 30303M102 424 2,807 SH   SOLE NONE 2,807 0 0
FIFTH THIRD COM 316773100 29,450 1,134,448 SH   SOLE NONE 1,134,448 0 0
FISERV COM 337738108 860 7,026 SH   SOLE NONE 7,026 0 0
FLEX ORD Y2573F102 41,322 2,533,550 SH   SOLE NONE 2,533,550 0 0
HOME DEPOT COM 437076102 52,955 345,211 SH   SOLE NONE 345,211 0 0
HONEYWELL COM 438516106 496 3,720 SH   SOLE NONE 3,720 0 0
INTEL COM 458140100 318 9,423 SH   SOLE NONE 9,423 0 0
JOHNSON & JOHNSON COM 478160104 1,589 12,014 SH   SOLE NONE 12,014 0 0
JPMORGAN CHASE COM 46625H100 370 4,043 SH   SOLE NONE 4,043 0 0
LENNAR CL A 526057104 26,426 495,604 SH   SOLE NONE 495,604 0 0
LOCKHEED MARTIN COM 539830109 251 905 SH   SOLE NONE 905 0 0
MANULIFE COM 56501R106 188 10,000 SH   SOLE NONE 10,000 0 0
MASCO COM 574599106 33,712 882,269 SH   SOLE NONE 882,269 0 0
MCDONALDS COM 580135101 1,682 10,979 SH   SOLE NONE 10,979 0 0
MERCK COM 58933Y105 330 5,154 SH   SOLE NONE 5,154 0 0
MGIC COM 552848103 27,168 2,425,700 SH   SOLE NONE 2,425,700 0 0
MICROSOFT COM 594918104 297 4,304 SH   SOLE NONE 4,304 0 0
MORGAN STANLEY COM NEW 617446448 32,341 725,780 SH   SOLE NONE 725,780 0 0
MOTOROLA SOLUTIONS COM NEW 620076307 37,400 431,171 SH   SOLE NONE 431,171 0 0
NEWELL BRANDS COM 651229106 47,715 889,872 SH   SOLE NONE 889,872 0 0
PEPSI COM 713448108 226 1,959 SH   SOLE NONE 1,959 0 0
PHILIP MORRIS COM 718172109 735 6,258 SH   SOLE NONE 6,258 0 0
PROCTER & GAMBLE COM 742718109 33,654 386,160 SH   SOLE NONE 386,160 0 0
RADIAN GROUP COM 750236101 15,896 972,260 SH   SOLE NONE 972,260 0 0
REPUBLIC SERVICES COM 760759100 24,134 378,684 SH   SOLE NONE 378,684 0 0
SANMINA COM 801056102 33,536 880,212 SH   SOLE NONE 880,212 0 0
T-MOBILE COM 872590104 48,007 791,938 SH   SOLE NONE 791,938 0 0
TELEPHONE & DATA SYSTEMS COM NEW 879433829 15,514 559,050 SH   SOLE NONE 559,050 0 0
TEXAS INSTRUMENTS COM 882508104 35,641 463,291 SH   SOLE NONE 463,291 0 0
THERMO FISHER COM 883556102 410 2,350 SH   SOLE NONE 2,350 0 0
TOPBUILD COM 89055F103 5,019 94,566 SH   SOLE NONE 94,566 0 0
US BANCORP COM NEW 902973304 246 4,744 SH   SOLE NONE 4,744 0 0
VISA COM CL A 92826C839 258 2,756 SH   SOLE NONE 2,756 0 0
WASTE MANAGEMENT COM 94106L109 35,260 480,705 SH   SOLE NONE 480,705 0 0
XILINX COM 983919101 43,019 668,835 SH   SOLE NONE 668,835 0 0
ALLIANCEBERNSTEIN UNIT LTD PARTN 01881G106 5,662 239,400 SH   SOLE NONE 239,400 0 0
AT&T COM 00206R102 9,555 253,251 SH   SOLE NONE 253,251 0 0
BLACKSTONE COM UNIT LTD 09253U108 10,891 326,566 SH   SOLE NONE 326,566 0 0
CON ED COM 209115104 11,256 139,277 SH   SOLE NONE 139,277 0 0
DOMINION COM 25746U109 287 3,748 SH   SOLE NONE 3,748 0 0
DUKE ENERGY COM NEW 26441C204 10,229 122,369 SH   SOLE NONE 122,369 0 0
NUVEEN AMT MUNI COM 67071L106 406 26,800 SH   SOLE NONE 26,800 0 0
OLD REPUBLIC COM 680223104 10,468 536,005 SH   SOLE NONE 536,005 0 0
PJT PARTNERS COM CL A 69343T107 285 7,082 SH   SOLE NONE 7,082 0 0
SCANA COM 80589M102 6,850 102,223 SH   SOLE NONE 102,223 0 0
SOUTHERN COMPANY COM 842587107 8,835 184,523 SH   SOLE NONE 184,523 0 0
WEC ENERGY COM 92939U106 1,245 20,276 SH   SOLE NONE 20,276 0 0
XCEL ENERGY COM 98389B100 3,867 84,287 SH   SOLE NONE 84,287 0 0
ISHARES ETF 3-7 YR TREASURY BO 3-7 YR TR BD ETF 464288661 252 2,040 SH   SOLE NONE 2,040 0 0
SPIDER ETF FINANCIAL SBI INT-FINL 81369Y605 240 9,710 SH   SOLE NONE 9,710 0 0