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 160,002 1,183,624 SH   SOLE   864,624 0 319,000
Alphabet Inc. Cl A COMMON 02079K305 122,592 104,166 SH   SOLE   76,026 0 28,140
American Intl Group, Inc. COMMON 026874784 192,358 4,467,212 SH   SOLE   3,244,862 0 1,222,350
Antero Resources Corporation COMMON 03674X106 60,447 6,845,685 SH   SOLE   4,974,135 0 1,871,550
Applied Materials COMMON 038222105 144,587 3,645,664 SH   SOLE   2,678,864 0 966,800
Bank of America Corporation COMMON 060505104 221,603 8,032,012 SH   SOLE   5,824,162 0 2,207,850
Berkshire Hathaway, Inc. Cl B COMMON 084670702 213,031 1,060,438 SH   SOLE   772,888 0 287,550
BP PLC Sponsored ADR COMMON 055622104 468 10,700 SH   SOLE   10,700 0 0
Capital One Financial Corp COMMON 14040H105 188,795 2,311,111 SH   SOLE   1,676,761 0 634,350
CBS Corporation COMMON 124857202 174,561 3,672,642 SH   SOLE   2,662,442 0 1,010,200
CitiGroup, Inc. COMMON 172967424 224,119 3,602,040 SH   SOLE   2,610,690 0 991,350
Comcast Corporation Class A COMMON 20030N101 172,607 4,317,335 SH   SOLE   3,167,185 0 1,150,150
Delta Air Lines, Inc. COMMON 247361702 168,765 3,267,477 SH   SOLE   2,377,827 0 889,650
Elanco Animal Health Inc. COMMON 28414H103 115,600 3,604,608 SH   SOLE   2,612,158 0 992,450
EQT Corporation COMMON 26884L109 120,010 5,786,391 SH   SOLE   4,260,541 0 1,525,850
Equitrans Midstream Corporation COMMON 294600101 101,428 4,656,955 SH   SOLE   3,406,045 0 1,250,910
Exelon Corporation COMMON 30161N101 122,581 2,445,272 SH   SOLE   1,772,372 0 672,900
First Data Corporation COMMON 32008D106 144,297 5,492,857 SH   SOLE   3,981,157 0 1,511,700
The Goodyear Tire & Rubber Co. COMMON 382550101 119,391 6,578,014 SH   SOLE   4,768,414 0 1,809,600
JetBlue Airways Corporation COMMON 477143101 221 13,500 SH   SOLE   13,500 0 0
Lennar Corporation COMMON 526057104 128,523 2,618,119 SH   SOLE   1,919,869 0 698,250
Marsh & McLennan Companies Inc. COMMON 571748102 140,008 1,491,030 SH   SOLE   1,087,080 0 403,950
Merck & Co. Inc. COMMON 58933Y105 195,474 2,350,293 SH   SOLE   1,706,343 0 643,950
Microsoft Corporation COMMON 594918104 145,966 1,237,632 SH   SOLE   915,532 0 322,100
Mondelez International Inc COMMON 609207105 143,444 2,873,477 SH   SOLE   2,113,377 0 760,100
Pfizer Inc. COMMON 717081103 139,709 3,289,591 SH   SOLE   2,388,241 0 901,350
Sabre Corporation COMMON 78573M104 163,321 7,635,367 SH   SOLE   5,596,067 0 2,039,300
Schlumberger Ltd. COMMON 806857108 69,191 1,588,047 SH   SOLE   872,547 0 715,500
Thermo Fisher Scientific, COMMON 883556102 140,891 514,728 SH   SOLE   380,728 0 134,000
TOTAL S.A. - ADR COMMON 89151E109 156,810 2,817,795 SH   SOLE   2,047,545 0 770,250
Walmart Inc. COMMON 931142103 109,322 1,120,911 SH   SOLE   814,011 0 306,900
Allergan plc COMMON G0177J108 145,432 993,319 SH   SOLE   720,519 0 272,800
Aon PLC COMMON G0408V102 112,987 661,903 SH   SOLE   474,153 0 187,750
Eaton Corporation PLC COMMON G29183103 149,974 1,861,639 SH   SOLE   1,350,189 0 511,450
nVent Electric PLC COMMON G6700G107 120,649 4,471,799 SH   SOLE   3,238,499 0 1,233,300
Sensata Technologies Holdi COMMON G8060N102 105,175 2,336,177 SH   SOLE   1,679,727 0 656,450
Chubb Ltd COMMON H1467J104 132,557 946,295 SH   SOLE   677,995 0 268,300
NXP Semiconductors NV COMMON N6596X109 131,835 1,491,511 SH   SOLE   1,076,311 0 415,200