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
ABBVIE INC COM 00287Y109 45,212 621,733 SH   SOLE   47,656 0 574,077
ALPHABET INC CAP STK CL C 02079K107 1,495,736 1,267,225 SH   SOLE   494,446 0 772,779
ANTHEM INC COM 036752103 696,954 2,196,547 SH   SOLE   837,499 0 1,359,048
APPLE INC COM 037833100 1,815,725 8,376,114 SH   SOLE   3,197,923 0 5,178,191
APTIV PLC SHS G6095L109 71,407 883,421 SH   SOLE   72,120 0 811,301
BANK AMER CORP COM 060505104 797,049 24,858,471 SH   SOLE   9,138,084 0 15,720,387
BARCLAYS PLC ADR 06738E204 3,316 435,706 SH   SOLE   435,706 0 0
BP PLC SPONSORED ADR 055622104 269,800 6,470,023 SH   SOLE   1,142,902 0 5,327,121
CATERPILLAR INC DEL COM 149123101 958,477 6,243,500 SH   SOLE   2,406,300 0 3,837,200
CIGNA CORP NEW COM 125523100 797,936 4,589,017 SH   SOLE   1,765,454 0 2,823,563
CITIGROUP INC COM 172967424 818,349 10,354,948 SH   SOLE   4,244,397 0 6,110,551
D R HORTON INC COM 23331A109 1,048,294 22,278,637 SH   SOLE   8,327,425 0 13,951,212
EOG RES INC COM 26875P101 105,842 504,815 SH   SOLE   167,996 0 336,819
FACEBOOK INC CL A 30303M102 835,994 3,888,800 SH   SOLE   1,459,600 0 2,429,200
FIFTH THIRD BANCORP COM 316773100 592,818 19,052,485 SH   SOLE   7,301,203 0 11,751,282
GENUINE PARTS CO COM 372460105 65,108 628,577 SH   SOLE   64,996 0 563,581
GILEAD SCIENCES INC COM 375558103 842,146 11,526,033 SH   SOLE   4,464,895 0 7,061,138
HALLIBURTON CO COM 406216101 600,813 23,928,402 SH   SOLE   9,401,054 0 14,527,348
JPMORGAN CHASE & CO COM 46625H100 548,947 4,393,517 SH   SOLE   1,599,729 0 2,793,788
KROGER CO COM 501044101 161,967 6,690,569 SH   SOLE   2,234,462 0 4,456,107
LENNAR CORP CL B 526057302 6,220 141,200 SH   SOLE   60,681 0 80,519
LENNAR CORP CL A 526057104 605,904 11,176,856 SH   SOLE   4,563,121 0 6,613,735
MEDTRONIC PLC SHS G5960L103 672,922 6,134,485 SH   SOLE   2,383,214 0 3,751,271
MERCK & CO INC COM 58933Y105 256,308 2,689,772 SH   SOLE   1,017,327 0 1,672,445
MICRON TECHNOLOGY INC COM 595112103 224,827 5,198,802 SH   SOLE   2,104,702 0 3,094,100
MICROSOFT CORP COM 594918104 1,848,875 12,283,882 SH   SOLE   4,689,104 0 7,594,778
PEPSICO INC COM 713448108 481,824 3,278,487 SH   SOLE   1,071,378 0 2,207,109
PFIZER INC COM 717081103 910,953 18,749,080 SH   SOLE   7,240,042 0 11,509,038
RAYTHEON CO COM 755111507 190,950 1,098,171 SH   SOLE   89,988 0 1,008,183
ROYAL BK SCOTLAND GROUP PLC SPONS ADR 2 ORD 780097689 1,441 253,700 SH   SOLE   253,700 0 0
SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100 7,946 212,204 SH   SOLE   212,204 0 0
SPDR S&P 500 ETF TR TR U NIT 78462F103 393,096 1,341,623 SH   SOLE   99,880 0 1,241,743
STANLEY BLACK & DECKER INC COM 854502101 117,835 815,488 SH   SOLE   157,066 0 658,422
SUNCOR ENERGY INC NEW COM 867224107 860,790 26,178,616 SH   SOLE   11,230,483 0 14,948,133
SYNCHRONY FINL COM 87165B103 130,164 3,410,724 SH   SOLE   1,144,510 0 2,266,214
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1,597,773 36,914,907 SH   SOLE   14,660,903 0 22,254,004
UNITEDHEALTH GROUP INC COM 91324P102 1,255,689 4,626,666 SH   SOLE   1,818,206 0 2,808,460
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 304,187 4,863,158 SH   SOLE   2,723,558 0 2,139,600
VERIZON COMMUNICATIONS INC COM 92343V104 716,512 11,106,400 SH   SOLE   3,998,300 0 7,108,100
WELLS FARGO CO NEW COM 949746101 915,731 17,546,738 SH   SOLE   6,721,408 0 10,825,330