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
Alexion Pharmaceuticals, Inc. COMMON 015351109 166,056 1,194,563 SH   SOLE   891,863 0 302,700
Alphabet Inc. Cl A COMMON 02079K305 153,257 126,965 SH   SOLE   94,775 0 32,190
American Intl Group, Inc. COMMON 026874784 225,170 4,229,347 SH   SOLE   3,160,697 0 1,068,650
Antero Resources Corporation COMMON 03674X106 137,363 7,756,248 SH   SOLE   5,789,048 0 1,967,200
Applied Materials COMMON 038222105 128,811 3,332,753 SH   SOLE   2,487,603 0 845,150
Bank of America Corporatio COMMON 060505104 214,218 7,271,486 SH   SOLE   5,472,486 0 1,799,000
Berkshire Hathaway, Inc. C COMMON 084670702 212,484 992,404 SH   SOLE   746,304 0 246,100
BP PLC Sponsored ADR COMMON 055622104 929 20,150 SH   SOLE   20,150 0 0
Capital One Financial Corp COMMON 14040H105 194,288 2,046,644 SH   SOLE   1,535,494 0 511,150
CBS Corporation COMMON 124857202 168,838 2,938,870 SH   SOLE   2,197,120 0 741,750
CitiGroup, Inc. COMMON 172967424 251,202 3,501,567 SH   SOLE   2,621,767 0 879,800
CommScope Holding Company, Inc. COMMON 20337X109 54,841 1,782,877 SH   SOLE   1,332,427 0 450,450
Delta Air Lines Inc COMMON 247361702 164,353 2,841,995 SH   SOLE   2,137,995 0 704,000
EQT Corporation COMMON 26884L109 180,036 4,070,449 SH   SOLE   3,046,099 0 1,024,350
Exelon Corporation COMMON 30161N101 129,353 2,962,731 SH   SOLE   2,208,931 0 753,800
First Data Corporation COMMON 32008D106 221,728 9,061,213 SH   SOLE   6,766,013 0 2,295,200
Fluor Corporation COMMON 343412102 130,416 2,244,684 SH   SOLE   1,673,684 0 571,000
The Goodyear Tire and Rubber Co COMMON 382550101 166,380 7,113,298 SH   SOLE   5,312,248 0 1,801,050
International Paper Company COMMON 460146103 174,514 3,550,651 SH   SOLE   2,664,901 0 885,750
Marsh & McLennan Companies Inc. COMMON 571748102 150,014 1,813,515 SH   SOLE   1,364,215 0 449,300
Merck & Co. Inc. COMMON 58933Y105 260,556 3,672,903 SH   SOLE   2,744,203 0 928,700
MetLife Inc. COMMON 59156R108 93,362 1,998,339 SH   SOLE   1,490,239 0 508,100
Microsoft Corporation COMMON 594918104 173,112 1,513,612 SH   SOLE   1,131,562 0 382,050
Pfizer Inc. COMMON 717081103 235,416 5,341,857 SH   SOLE   4,037,207 0 1,304,650
Sabre Corporation COMMON 78573M104 210,232 8,061,033 SH   SOLE   6,021,733 0 2,039,300
Schlumberger Ltd. COMMON 806857108 61,845 1,015,190 SH   SOLE   752,040 0 263,150
Thermo Fisher Scientific, COMMON 883556102 164,683 674,710 SH   SOLE   503,610 0 171,100
TOTAL S.A. - ADR COMMON 89151E109 189,014 2,935,453 SH   SOLE   2,163,603 0 771,850
Vodafone Group Plc ADR COMMON 92857W308 131,759 6,071,825 SH   SOLE   4,482,375 0 1,589,450
Wal-Mart Stores, Inc. COMMON 931142103 187,010 1,991,373 SH   SOLE   1,492,373 0 499,000
Allergan plc COMMON G0177J108 140,026 735,120 SH   SOLE   543,320 0 191,800
Aon PLC COMMON G0408V102 149,049 969,236 SH   SOLE   715,186 0 254,050
Eaton Corporation PLC COMMON G29183103 157,057 1,810,872 SH   SOLE   1,337,522 0 473,350
nVent Electric PLC COMMON G6700G107 135,525 4,989,877 SH   SOLE   3,689,477 0 1,300,400
Pentair plc COMMON G7S00T104 134,180 3,095,282 SH   SOLE   2,288,282 0 807,000
Chubb Ltd COMMON H1467J104 184,127 1,377,783 SH   SOLE   1,023,483 0 354,300
Flex, Ltd. COMMON Y2573F102 17,923 1,366,050 SH   SOLE   1,013,600 0 352,450