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
Alexion Pharmaceuticals, Inc. COMMON 015351109 101,382 1,041,306 SH   SOLE   768,956 0 272,350
Alphabet Inc. Cl A COMMON 02079K305 113,697 108,805 SH   SOLE   80,665 0 28,140
American Intl Group, Inc. COMMON 026874784 153,905 3,905,236 SH   SOLE   2,750,286 0 1,154,950
Antero Resources Corporation COMMON 03674X106 79,404 8,456,228 SH   SOLE   6,268,828 0 2,187,400
Applied Materials COMMON 038222105 122,675 3,746,950 SH   SOLE   2,780,150 0 966,800
Bank of America Corporation COMMON 060505104 174,562 7,084,502 SH   SOLE   5,250,452 0 1,834,050
Berkshire Hathaway, Inc. Cl B COMMON 084670702 210,821 1,032,523 SH   SOLE   768,823 0 263,700
BP PLC Sponsored ADR COMMON 055622104 228 6,000 SH   SOLE   6,000 0 0
Capital One Financial Corp COMMON 14040H105 158,411 2,095,661 SH   SOLE   1,550,961 0 544,700
CBS Corporation COMMON 124857202 126,485 2,893,079 SH   SOLE   2,151,329 0 741,750
CitiGroup, Inc. COMMON 172967424 166,973 3,207,321 SH   SOLE   2,376,771 0 830,550
Comcast Corporation Class A COMMON 20030N101 151,101 4,437,610 SH   SOLE   3,287,460 0 1,150,150
Delta Air Lines, Inc. COMMON 247361702 158,049 3,167,306 SH   SOLE   2,357,706 0 809,600
EQT Corporation COMMON 26884L109 106,768 5,652,090 SH   SOLE   4,253,640 0 1,398,450
Equitrans Midstream Corporation COMMON 294600101 102,793 5,134,524 SH   SOLE   3,804,464 0 1,330,060
Exelon Corporation COMMON 30161N101 131,870 2,923,940 SH   SOLE   2,170,140 0 753,800
First Data Corporation COMMON 32008D106 165,141 9,765,897 SH   SOLE   7,242,797 0 2,523,100
Fluor Corporation COMMON 343412102 101,534 3,153,230 SH   SOLE   2,335,130 0 818,100
The Goodyear Tire & Rubber Co. COMMON 382550101 128,310 6,286,626 SH   SOLE   4,485,576 0 1,801,050
JetBlue Airways Corporation COMMON 477143101 188 11,700 SH   SOLE   11,700 0 0
Lennar Corporation COMMON 526057104 105,318 2,690,108 SH   SOLE   2,000,708 0 689,400
Marsh & McLennan Companies Inc. COMMON 571748102 139,906 1,754,309 SH   SOLE   1,303,409 0 450,900
Merck & Co. Inc. COMMON 58933Y105 254,001 3,324,191 SH   SOLE   2,468,491 0 855,700
Microsoft Corporation COMMON 594918104 128,629 1,266,404 SH   SOLE   951,804 0 314,600
Mondelez International Inc COMMON 609207105 141,109 3,525,082 SH   SOLE   2,640,382 0 884,700
Pfizer Inc. COMMON 717081103 143,879 3,296,208 SH   SOLE   2,439,458 0 856,750
Sabre Corporation COMMON 78573M104 172,315 7,962,786 SH   SOLE   5,923,486 0 2,039,300
Schlumberger Ltd. COMMON 806857108 60,619 1,680,124 SH   SOLE   961,074 0 719,050
Thermo Fisher Scientific, COMMON 883556102 116,520 520,666 SH   SOLE   389,816 0 130,850
TOTAL S.A. - ADR COMMON 89151E109 129,545 2,482,661 SH   SOLE   1,857,511 0 625,150
Vodafone Group Plc ADR COMMON 92857W308 91,022 4,721,066 SH   SOLE   3,333,666 0 1,387,400
Walmart Inc. COMMON 931142103 157,436 1,690,132 SH   SOLE   1,258,682 0 431,450
Allergan plc COMMON G0177J108 135,640 1,014,813 SH   SOLE   742,013 0 272,800
Aon PLC COMMON G0408V102 138,064 949,810 SH   SOLE   698,660 0 251,150
Eaton Corporation PLC COMMON G29183103 132,882 1,935,366 SH   SOLE   1,419,116 0 516,250
nVent Electric PLC COMMON G6700G107 104,176 4,638,285 SH   SOLE   3,404,985 0 1,233,300
Chubb Ltd COMMON H1467J104 151,424 1,172,190 SH   SOLE   856,990 0 315,200
NXP Semiconductors NV COMMON N6596X109 101,480 1,384,819 SH   SOLE   1,013,569 0 371,250