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
Alphabet Inc. Cl A COMMON 02079K305 100,861 75,304 SH   SOLE   55,644 0 19,660
American Intl Group, Inc. COMMON 026874784 139,007 2,708,096 SH   SOLE   2,037,846 0 670,250
Applied Materials COMMON 038222105 113,378 1,857,435 SH   SOLE   1,376,485 0 480,950
Bank of America Corporation COMMON 060505104 127,561 3,621,839 SH   SOLE   2,693,639 0 928,200
Berkshire Hathaway, Inc. Cl B COMMON 084670702 178,233 786,902 SH   SOLE   578,352 0 208,550
BP PLC Sponsored ADR COMMON 055622104 1,062 28,150 SH   SOLE   28,150 0 0
Capital One Financial Corp COMMON 14040H105 190,728 1,853,346 SH   SOLE   1,362,996 0 490,350
Chevron Corporation COMMON 166764100 112,240 931,377 SH   SOLE   689,127 0 242,250
CitiGroup, Inc. COMMON 172967424 167,483 2,096,416 SH   SOLE   1,553,316 0 543,100
Comcast Corporation Class A COMMON 20030N101 120,279 2,674,652 SH   SOLE   1,973,852 0 700,800
Delta Air Lines, Inc. COMMON 247361702 143,198 2,448,661 SH   SOLE   1,825,711 0 622,950
Elanco Animal Health Inc. COMMON 28414H103 105,079 3,568,060 SH   SOLE   2,654,410 0 913,650
EQT Corporation COMMON 26884L109 80,312 7,368,074 SH   SOLE   5,515,874 0 1,852,200
General Motors Company COMMON 37045V100 131,757 3,599,921 SH   SOLE   2,694,121 0 905,800
JetBlue Airways Corporation COMMON 477143101 101,827 5,439,457 SH   SOLE   4,049,307 0 1,390,150
Lennar Corporation COMMON 526057104 113,746 2,038,818 SH   SOLE   1,508,818 0 530,000
Marsh & McLennan Companies Inc. COMMON 571748102 92,571 830,907 SH   SOLE   603,307 0 227,600
Merck & Co. Inc. COMMON 58933Y105 142,528 1,567,103 SH   SOLE   1,170,953 0 396,150
Microsoft Corporation COMMON 594918104 95,661 606,599 SH   SOLE   446,199 0 160,400
Mondelez International Inc COMMON 609207105 83,722 1,520,007 SH   SOLE   1,124,357 0 395,650
Morgan Stanley COMMON 617446448 177,623 3,474,627 SH   SOLE   2,585,477 0 889,150
Oracle Corporation COMMON 68389X105 113,949 2,150,785 SH   SOLE   1,600,385 0 550,400
Pfizer Inc. COMMON 717081103 89,666 2,288,563 SH   SOLE   1,703,213 0 585,350
SVB Financial Group COMMON 78486Q101 134,737 536,714 SH   SOLE   397,614 0 139,100
Sabre Corporation COMMON 78573M104 140,302 6,252,296 SH   SOLE   4,663,246 0 1,589,050
Thermo Fisher Scientific, Inc. COMMON 883556102 116,525 358,681 SH   SOLE   263,881 0 94,800
TOTAL S.A. - ADR COMMON 89151E109 142,290 2,573,057 SH   SOLE   1,913,207 0 659,850
UnitedHealth Group Inc. COMMON 91324P102 140,848 479,109 SH   SOLE   353,959 0 125,150
ViacomCBS Inc. COMMON 92556H206 100,625 2,397,548 SH   SOLE   1,710,598 0 686,950
Walmart Inc. COMMON 931142103 85,600 720,294 SH   SOLE   532,894 0 187,400
Aon PLC COMMON G0408V102 86,265 414,158 SH   SOLE   305,258 0 108,900
Eaton Corporation PLC COMMON G29183103 127,790 1,349,137 SH   SOLE   994,987 0 354,150
Sensata Technologies Holdings plc COMMON G8060N102 134,905 2,504,273 SH   SOLE   1,870,823 0 633,450
Perrigo Company plc COMMON G97822103 140,971 2,728,823 SH   SOLE   2,039,873 0 688,950
Chubb Ltd COMMON H1467J104 79,420 510,215 SH   SOLE   380,265 0 129,950
NXP Semiconductors NV COMMON N6596X109 130,522 1,025,629 SH   SOLE   751,729 0 273,900