The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| Agilent Technologies, Inc. (A) | COMMON | 00846U101 | 77,108 | 1,342,424 | SH | SOLE | 147,950 | 1,194,474 | 0 | ||
| Air Products & Chemicals (APD) | COMMON | 009158106 | 136,084 | 1,058,036 | SH | SOLE | 160,899 | 897,137 | 0 | ||
| American Independence Corp (AMIC) | COMMON | 026760405 | 1,219 | 99,992 | SH | SOLE | 0 | 99,992 | 0 | ||
| Arrow Electronics (ARW) | COMMON | 042735100 | 25,680 | 425,105 | SH | SOLE | 0 | 425,105 | 0 | ||
| Avnet Inc. (AVT) | COMMON | 053807103 | 32,426 | 731,810 | SH | SOLE | 60,200 | 671,610 | 0 | ||
| Baker Hughes Inc. (BHI) | COMMON | 057224107 | 696,330 | 9,352,993 | SH | SOLE | 2,350,235 | 7,002,758 | 0 | ||
| Boeing Company (BA) | COMMON | 097023105 | 147,222 | 1,157,138 | SH | SOLE | 62,395 | 1,094,743 | 0 | ||
| Devon Energy Corp (DVN) | COMMON | 25179M103 | 236,843 | 2,982,913 | SH | SOLE | 536,086 | 2,446,827 | 0 | ||
| FedEx Corp (FDX) | COMMON | 31428X106 | 689,775 | 4,556,580 | SH | SOLE | 1,216,394 | 3,340,186 | 0 | ||
| Goldman Sachs (GS) | COMMON | 38141G104 | 360,461 | 2,152,780 | SH | SOLE | 353,220 | 1,799,560 | 0 | ||
| Lowe's Companies, Inc. (LOW) | COMMON | 548661107 | 541,683 | 11,287,432 | SH | SOLE | 2,117,675 | 9,169,757 | 0 | ||
| Microsoft Corp (MSFT) | COMMON | 594918104 | 68,541 | 1,643,675 | SH | SOLE | 54,600 | 1,589,075 | 0 | ||
| Owens Corning (OC) | COMMON | 690742101 | 58,454 | 1,511,244 | SH | SOLE | 150,900 | 1,360,344 | 0 | ||
| Pall Corporation (PLL) | COMMON | 696429307 | 298 | 3,500 | SH | SOLE | 3,500 | 0 | 0 | ||
| Plains All American (PAA) | COMMON | 726503105 | 432 | 7,200 | SH | SOLE | 7,200 | 0 | 0 | ||
| Praxair Inc. (PX) | COMMON | 74005P104 | 76,511 | 575,970 | SH | SOLE | 80,980 | 494,990 | 0 | ||
| RHJ International (RHJI) | COMMON | 749561205 | 7,570 | 1,568,640 | SH | SOLE | 1,193,390 | 375,250 | 0 | ||
| Schlumberger Ltd (SLB) | COMMON | 806857108 | 429,061 | 3,637,660 | SH | SOLE | 553,400 | 3,084,260 | 0 | ||
| Southwest Airlines (LUV) | COMMON | 844741108 | 185,434 | 6,903,738 | SH | SOLE | 619,158 | 6,284,580 | 0 | ||
| Superior Energy Services Inc. (SPN) | COMMON | 868157108 | 162,159 | 4,486,985 | SH | SOLE | 2,199,100 | 2,287,885 | 0 | ||
| State Street Corp (STT) | COMMON | 857477103 | 255 | 3,800 | SH | SOLE | 0 | 3,800 | 0 | ||
| TD Ameritrade (AMTD) | COMMON | 87236Y108 | 217 | 6,940 | SH | SOLE | 5,170 | 1,770 | 0 | ||
| TE Connectivity Ltd (TEL) | COMMON | H84989104 | 120,290 | 1,945,191 | SH | SOLE | 340,220 | 1,604,971 | 0 | ||
| 3M Company (MMM) | COMMON | 88579Y101 | 386,392 | 2,697,517 | SH | SOLE | 365,425 | 2,332,092 | 0 | ||
| United Parcel Service (UPS) | COMMON | 911312106 | 482,505 | 4,700,035 | SH | SOLE | 721,200 | 3,978,835 | 0 | ||
| Whirlpool Corp (WHR) | COMMON | 963320106 | 335,299 | 2,408,418 | SH | SOLE | 552,900 | 1,855,518 | 0 | ||