The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 | COMMON | 00846U101 | 860 | 10,700 | SH | SOLE | 10,700 | 0 | 0 | ||
AECOM | COMMON | 00766T100 | 47,878 | 1,613,689 | SH | SOLE | 470,640 | 1,143,049 | 0 | ||
ADIENT PLC | COMMON | G0084W101 | 23,169 | 1,787,748 | SH | SOLE | 510,097 | 1,277,651 | 0 | ||
TD AMERITRADE HLDG CORP | COMMON | 87236Y108 | 358 | 7,170 | SH | SOLE | 5,170 | 2,000 | 0 | ||
CITIGROUP INC | COMMON | 172967424 | 756,345 | 12,155,981 | SH | SOLE | 3,144,670 | 9,011,311 | 0 | ||
D R HORTON INC | COMMON | 23331A109 | 353,586 | 8,544,846 | SH | SOLE | 1,395,700 | 7,149,146 | 0 | ||
Airbus Group NV (EADSY) | COMMON | 009279100 | 306,960 | 9,270,904 | SH | SOLE | 614,360 | 8,656,544 | 0 | ||
FORD MTR CO DEL | COMMON | 345370860 | 284,803 | 32,437,748 | SH | SOLE | 7,114,876 | 25,322,872 | 0 | ||
FIAT CHRYSLER AUTOMOBILES N | COMMON | N31738102 | 25,500 | 1,717,200 | SH | SOLE | 1,265,200 | 452,000 | 0 | ||
FEDEX CORP | COMMON | 31428X106 | 498,872 | 2,749,967 | SH | SOLE | 578,811 | 2,171,156 | 0 | ||
General Motors Co (GM) | COMMON | 37045V100 | 754,274 | 20,330,837 | SH | SOLE | 4,902,590 | 15,428,247 | 0 | ||
GOLDMAN SACHS GROUP INC | COMMON | 38141G104 | 642,001 | 3,343,927 | SH | SOLE | 819,240 | 2,524,687 | 0 | ||
JPMORGAN CHASE & CO | COMMON | 46625H100 | 503,171 | 4,970,573 | SH | SOLE | 418,010 | 4,552,563 | 0 | ||
LENNAR CORP | COMMON | 526057104 | 459,202 | 9,354,285 | SH | SOLE | 2,396,629 | 6,957,656 | 0 | ||
LENNAR CORP | COMMON | 526057302 | 22,482 | 574,697 | SH | SOLE | 357,780 | 216,917 | 0 | ||
3M CO | COMMON | 88579Y101 | 5,195 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
MERITAGE HOMES CORP | COMMON | 59001A102 | 4,284 | 95,825 | SH | SOLE | 0 | 95,825 | 0 | ||
PULTE GROUP INC | COMMON | 745867101 | 191,202 | 6,838,395 | SH | SOLE | 1,133,810 | 5,704,585 | 0 | ||
QUANTA SVCS INC | COMMON | 74762E102 | 105,164 | 2,786,550 | SH | SOLE | 690,000 | 2,096,550 | 0 | ||
TAYLOR MORRISON HOME CORP | COMMON | 87724P106 | 48,871 | 2,753,295 | SH | SOLE | 1,099,565 | 1,653,730 | 0 | ||
TOLL BROTHERS INC | COMMON | 889478103 | 157,053 | 4,338,475 | SH | SOLE | 1,163,966 | 3,174,509 | 0 | ||
TRI POINTE GROUP INC | COMMON | 87265H109 | 61,179 | 4,840,080 | SH | SOLE | 854,400 | 3,985,680 | 0 | ||
UNION PAC CORP | COMMON | 907818108 | 340 | 2,032 | SH | SOLE | 2,032 | 0 | 0 | ||
WHIRLPOOL CORP | COMMON | 963320106 | 376,448 | 2,832,782 | SH | SOLE | 861,076 | 1,971,706 | 0 |