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 | 755 | 10,700 | SH | SOLE | 10,700 | 0 | 0 | ||
| AECOM (ACM) | COMMON | 00766T100 | 53,435 | 1,636,089 | SH | SOLE | 440,640 | 1,195,449 | 0 | ||
| Adient PLC (ADNT) | COMMON | G0084W101 | 74,042 | 1,883,548 | SH | SOLE | 510,097 | 1,373,451 | 0 | ||
| TD Ameritrade (AMTD) | COMMON | 87236Y108 | 379 | 7,170 | SH | SOLE | 5,170 | 2,000 | 0 | ||
| Citigroup (C) | COMMON | 172967424 | 885,976 | 12,349,821 | SH | SOLE | 3,126,540 | 9,223,281 | 0 | ||
| D R Horton, Inc. (DHI) | COMMON | 23331A109 | 368,203 | 8,729,321 | SH | SOLE | 1,390,700 | 7,338,621 | 0 | ||
| Airbus Group NV (EADSY) | COMMON | 009279100 | 751,710 | 24,035,484 | SH | SOLE | 3,350,160 | 20,685,324 | 0 | ||
| Ford Motor Co (F) | COMMON | 345370860 | 305,607 | 33,038,548 | SH | SOLE | 6,934,876 | 26,103,672 | 0 | ||
| FedEx Corp (FDX) | COMMON | 31428X106 | 667,645 | 2,772,727 | SH | SOLE | 541,586 | 2,231,141 | 0 | ||
| General Motors Co (GM) | COMMON | 35045V100 | 682,293 | 20,264,137 | SH | SOLE | 4,736,090 | 15,528,047 | 0 | ||
| Goldman Sachs (GS) | COMMON | 38141G104 | 755,565 | 3,369,449 | SH | SOLE | 785,840 | 2,583,609 | 0 | ||
| J P Morgan Chase (JPM) | COMMON | 46625H100 | 588,165 | 5,212,384 | SH | SOLE | 418,010 | 4,794,374 | 0 | ||
| Lennar Corporation - A (LEN) | COMMON | 526057104 | 433,491 | 9,284,459 | SH | SOLE | 2,234,679 | 7,049,780 | 0 | ||
| Lennar Corporation - B SHS (LEN/B) | COMMON | 526057302 | 21,952 | 570,189 | SH | SOLE | 348,662 | 221,527 | 0 | ||
| 3M Company (MMM) | COMMON | 88579Y101 | 10,536 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| Meritage Homes Corp (MTH) | COMMON | 59001A102 | 2,946 | 73,825 | SH | SOLE | 0 | 73,825 | 0 | ||
| PulteGroup (PHM) | COMMON | 745867101 | 173,041 | 6,985,895 | SH | SOLE | 1,131,310 | 5,854,585 | 0 | ||
| Quanta Services Inc (PWR) | COMMON | 74762E102 | 86,064 | 2,578,300 | SH | SOLE | 629,800 | 1,948,500 | 0 | ||
| Praxair Inc. (PX) | COMMON | 74005P104 | 3,215 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| Taylor Morrison Home Corp (TMHC) | COMMON | 87724P106 | 51,344 | 2,846,138 | SH | SOLE | 1,099,565 | 1,746,573 | 0 | ||
| Toll Brothers, Inc. (TOL) | COMMON | 889478103 | 135,637 | 4,106,475 | SH | SOLE | 1,074,866 | 3,031,609 | 0 | ||
| Tri Pointe Group, Inc. (TPH) | COMMON | 87265H109 | 62,595 | 5,047,999 | SH | SOLE | 854,400 | 4,193,599 | 0 | ||
| Union Pacific Corp (UNP) | COMMON | 907818108 | 331 | 2,032 | SH | SOLE | 2,032 | 0 | 0 | ||
| Whirlpool Corp (WHR) | COMMON | 963320106 | 341,873 | 2,878,932 | SH | SOLE | 853,576 | 2,025,356 | 0 | ||