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
Estimated average burden
hours per response: 23.8
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
ABBVIE INC COM 00287Y109 39,033 623,333 SH   SOLE   49,256 0 574,077
ALPHABET INC CAP STK CL C 02079K107 700,599 874,809 SH   SOLE   421,286 0 453,523
ANTHEM INC COM 036752103 386,092 2,576,254 SH   SOLE   1,221,286 0 1,354,968
APPLE INC COM 037833100 944,465 7,915,825 SH   SOLE   3,252,308 0 4,663,517
BANK AMER CORP COM 060505104 876,588 38,245,650 SH   SOLE   17,666,650 0 20,579,000
BARCLAYS PLC ADR 06738E204 5,683 516,647 SH   SOLE   516,647 0 0
BED BATH & BEYOND INC COM 075896100 72,095 1,713,864 SH   SOLE   641,682 0 1,072,182
BP PLC SPONSORED ADR 055622104 118,541 3,171,239 SH   SOLE   223,069 0 2,948,170
CABOT OIL & GAS CORP COM 127097103 463,885 19,173,268 SH   SOLE   8,534,299 0 10,638,969
CALATLANTIC GROUP INC COM 128195104 133,654 3,806,119 SH   SOLE   1,938,160 0 1,867,959
CIGNA CORPORATION COM 125509109 586,199 4,267,081 SH   SOLE   1,678,468 0 2,588,613
CITIGROUP INC COM NEW 172967424 1,004,601 16,377,613 SH   SOLE   6,816,113 0 9,561,500
D R HORTON INC COM 23331A109 606,894 21,532,052 SH   SOLE   9,001,352 0 12,530,700
DELPHI AUTOMOTIVE PLC SHS G27823106 386,054 5,516,251 SH   SOLE   2,444,828 0 3,071,423
EBAY INC COM 278642103 82,522 2,669,700 SH   SOLE   1,214,300 0 1,455,400
FIFTH THIRD BANCORP COM 316773100 373,063 13,540,938 SH   SOLE   3,978,938 0 9,562,000
GENERAL ELECTRIC CO COM 369604103 157,475 4,777,318 SH   SOLE   1,977,801 0 2,799,517
GENUINE PARTS CO COM 372460105 96,174 1,006,639 SH   SOLE   92,758 0 913,881
GOLDMAN SACHS GROUP INC COM 38141G104 205,793 839,095 SH   SOLE   256,995 0 582,100
HONDA MOTOR LTD AMERN SHS 438128308 5,064 173,501 SH   SOLE   173,501 0 0
INTEL CORP COM 458140100 540,757 14,420,074 SH   SOLE   6,334,831 0 8,085,243
JOHNSON & JOHNSON COM 478160104 510,405 4,277,932 SH   SOLE   2,060,032 0 2,217,900
JPMORGAN CHASE & CO COM 46625H100 764,372 8,528,571 SH   SOLE   4,021,971 0 4,506,600
LENNAR CORP CL A 526057104 380,743 8,614,020 SH   SOLE   3,528,492 0 5,085,528
LINCOLN NATL CORP IND COM 534187109 49,214 742,628 SH   SOLE   82,967 0 659,661
MEDTRONIC PLC SHS G5960L103 338,101 4,584,501 SH   SOLE   2,178,501 0 2,406,000
MERCK & CO INC COM 58933Y105 679,717 11,228,369 SH   SOLE   4,553,169 0 6,675,200
MERITAGE HOMES CORP COM 59001A102 121,510 3,348,219 SH   SOLE   1,513,011 0 1,835,208
METLIFE INC COM 59156R108 79,067 1,467,200 SH   SOLE   169,200 0 1,298,000
MICROSOFT CORP COM 594918104 750,600 11,645,396 SH   SOLE   5,341,896 0 6,303,500
OMNICOM GROUP INC COM 681919106 219,638 2,580,642 SH   SOLE   246,142 0 2,334,500
PFIZER INC COM 717081103 505,482 15,003,741 SH   SOLE   7,307,341 0 7,696,400
PRUDENTIAL FINL INC COM 744320102 30,772 295,716 SH   SOLE   37,802 0 257,914
RANGE RES CORP COM 75281A109 532,801 15,052,557 SH   SOLE   6,213,333 0 8,839,224
RAYTHEON CO COM NEW 755111507 158,708 1,119,091 SH   SOLE   110,908 0 1,008,183
SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100 7,193 200,994 SH   SOLE   200,994 0 0
SPDR S&P 500 ETF TR TR U NIT 78462F103 25,556 114,330 SH   SOLE   18,818 0 95,512
STANLEY BLACK & DECKER INC COM 854502101 67,453 570,989 SH   SOLE   228,989 0 342,000
SYNCHRONY FINL COM 87165B103 97,723 2,594,862 SH   SOLE   1,130,176 0 1,464,686
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 902,319 30,420,496 SH   SOLE   12,890,577 0 17,529,919
UNITEDHEALTH GROUP INC COM 91324P102 482,453 2,915,293 SH   SOLE   1,203,693 0 1,711,600
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 12,261 263,036 SH   SOLE   236,399 0 26,637