Alphabet Inc. Cl A COMMON 02079K305 154166 146351 SH SOLE 107611 0 38740 Antero Resources Corporation COMMON 03674X106 205183 10799117 SH SOLE 7983517 0 2815600 Applied Materials COMMON 038222105 155417 3040235 SH SOLE 2231235 0 809000 Bank of America Corporatio COMMON 060505104 296239 10035213 SH SOLE 7420063 0 2615150 Berkshire Hathaway, Inc. C COMMON 084670702 193600 976693 SH SOLE 722343 0 254350 BP PLC Sponsored ADR COMMON 055622104 161732 3848012 SH SOLE 2791362 0 1056650 Capital One Financial Corp COMMON 14040H105 237978 2389822 SH SOLE 1773472 0 616350 CBS Corporation COMMON 124857202 177075 3001274 SH SOLE 2224024 0 777250 CitiGroup, Inc. COMMON 172967424 267543 3595520 SH SOLE 2658970 0 936550 Delta Air Lines Inc COMMON 247361702 187774 3353100 SH SOLE 2487700 0 865400 Exelon Corporation COMMON 30161N101 130149 3302427 SH SOLE 2397827 0 904600 First Data Corporation COMMON 32008D106 208316 12466524 SH SOLE 9282824 0 3183700 Fluor Corporation COMMON 343412102 189384 3666689 SH SOLE 2717889 0 948800 Freeport-McMoRan Inc. COMMON 35671D857 115090 6070138 SH SOLE 4496488 0 1573650 The Goodyear Tire and Rubber Co COMMON 382550101 163987 5075414 SH SOLE 3743564 0 1331850 Intel Corporation COMMON 458140100 170857 3701413 SH SOLE 2742013 0 959400 International Paper Company COMMON 460146103 231774 4000234 SH SOLE 2966884 0 1033350 Keysight Technologies, Inc. COMMON 49338L103 162316 3901826 SH SOLE 2895126 0 1006700 Marsh & McLennan Companies Inc. COMMON 571748102 126154 1549997 SH SOLE 1144547 0 405450 Merck & Co. Inc. COMMON 58933Y105 204668 3637248 SH SOLE 2693698 0 943550 MetLife Inc. COMMON 59156R108 179411 3548474 SH SOLE 2632274 0 916200 Micro Focus International COMMON 594837304 132585 3947161 SH SOLE 2899361 0 1047800 Micron Technology Inc. COMMON 595112103 126619 3079248 SH SOLE 2282248 0 797000 Microsoft Corporation COMMON 594918104 170867 1997505 SH SOLE 1480005 0 517500 Occidental Petroleum Corporation COMMON 674599105 218140 2961443 SH SOLE 2168093 0 793350 Oracle Corporation COMMON 68389X105 183528 3881729 SH SOLE 2882229 0 999500 Pfizer Inc. COMMON 717081103 211634 5843013 SH SOLE 4342963 0 1500050 Sabre Corporation COMMON 78573M104 117147 5714497 SH SOLE 4239497 0 1475000 Thermo Fisher Scientific, COMMON 883556102 185505 976959 SH SOLE 715259 0 261700 TOTAL S.A. - ADR COMMON 89151E109 211127 3819222 SH SOLE 2764072 0 1055150 Vodafone Group Plc ADR COMMON 92857W308 185367 5810869 SH SOLE 4263319 0 1547550 Wal-Mart Stores, Inc. COMMON 931142103 188507 1908935 SH SOLE 1412835 0 496100 Aon PLC COMMON G0408V102 146868 1096031 SH SOLE 794981 0 301050 Pentair plc COMMON G7S00T104 178036 2521049 SH SOLE 1847849 0 673200 Chubb Ltd COMMON H1467J104 186777 1278154 SH SOLE 934704 0 343450 Flex, Ltd. COMMON Y2573F102 201870 11221218 SH SOLE 8232368 0 2988850