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 181,306 1,384,224 SH   SOLE   990,374 0 393,850
Alphabet Inc. Cl A COMMON 02079K305 104,865 96,846 SH   SOLE   68,706 0 28,140
American Intl Group, Inc. COMMON 026874784 229,130 4,300,496 SH   SOLE   3,071,046 0 1,229,450
Applied Materials COMMON 038222105 168,748 3,757,475 SH   SOLE   2,665,125 0 1,092,350
Bank of America Corporation COMMON 060505104 157,523 5,431,842 SH   SOLE   3,846,992 0 1,584,850
Berkshire Hathaway, Inc. Cl B COMMON 084670702 218,358 1,024,337 SH   SOLE   727,287 0 297,050
BP PLC Sponsored ADR COMMON 055622104 1,032 24,750 SH   SOLE   24,750 0 0
Capital One Financial Corp COMMON 14040H105 198,815 2,191,039 SH   SOLE   1,556,689 0 634,350
CBS Corporation COMMON 124857202 189,447 3,796,530 SH   SOLE   2,680,480 0 1,116,050
CitiGroup, Inc. COMMON 172967424 238,185 3,401,187 SH   SOLE   2,409,837 0 991,350
Comcast Corporation Class A COMMON 20030N101 169,207 4,002,050 SH   SOLE   2,864,900 0 1,137,150
Delta Air Lines, Inc. COMMON 247361702 175,787 3,097,573 SH   SOLE   2,207,923 0 889,650
Elanco Animal Health Inc. COMMON 28414H103 121,132 3,583,774 SH   SOLE   2,582,574 0 1,001,200
EQT Corporation COMMON 26884L109 90,949 5,752,602 SH   SOLE   4,214,852 0 1,537,750
Equitrans Midstream Corporation COMMON 294600101 120,684 6,122,989 SH   SOLE   4,343,779 0 1,779,210
Exelon Corporation COMMON 30161N101 61,989 1,293,045 SH   SOLE   887,245 0 405,800
General Motors Company COMMON 37045V100 108,822 2,824,355 SH   SOLE   2,004,205 0 820,150
JetBlue Airways Corporation COMMON 477143101 127,698 6,906,335 SH   SOLE   4,926,635 0 1,979,700
Lennar Corporation COMMON 526057104 129,568 2,673,703 SH   SOLE   1,907,503 0 766,200
Marsh & McLennan Companies Inc. COMMON 571748102 114,190 1,144,760 SH   SOLE   819,260 0 325,500
Merck & Co. Inc. COMMON 58933Y105 143,587 1,712,426 SH   SOLE   1,219,026 0 493,400
Microsoft Corporation COMMON 594918104 105,486 787,444 SH   SOLE   559,144 0 228,300
Mohawk Industries, Inc. COMMON 608190104 104,144 706,205 SH   SOLE   505,705 0 200,500
Mondelez International Inc COMMON 609207105 112,015 2,078,201 SH   SOLE   1,438,751 0 639,450
Morgan Stanley COMMON 617446448 155,393 3,546,971 SH   SOLE   2,520,371 0 1,026,600
Pfizer Inc. COMMON 717081103 137,140 3,165,742 SH   SOLE   2,264,392 0 901,350
Sabre Corporation COMMON 78573M104 175,809 7,919,311 SH   SOLE   5,657,711 0 2,261,600
Thermo Fisher Scientific, COMMON 883556102 115,497 393,275 SH   SOLE   278,825 0 114,450
TOTAL S.A. - ADR COMMON 89151E109 161,377 2,892,581 SH   SOLE   2,007,281 0 885,300
Walmart Inc. COMMON 931142103 114,977 1,040,614 SH   SOLE   737,414 0 303,200
Allergan plc COMMON G0177J108 155,341 927,794 SH   SOLE   650,194 0 277,600
Aon PLC COMMON G0408V102 102,430 530,780 SH   SOLE   371,730 0 159,050
Eaton Corporation PLC COMMON G29183103 147,731 1,773,913 SH   SOLE   1,261,213 0 512,700
nVent Electric PLC COMMON G6700G107 114,129 4,603,851 SH   SOLE   3,250,201 0 1,353,650
Sensata Technologies Holdi COMMON G8060N102 142,775 2,913,781 SH   SOLE   2,055,781 0 858,000
Chubb Ltd COMMON H1467J104 108,936 739,599 SH   SOLE   516,749 0 222,850
NXP Semiconductors NV COMMON N6596X109 151,863 1,555,819 SH   SOLE   1,097,219 0 458,600