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 132,081 1,348,591 SH   SOLE   954,741 0 393,850
Alphabet Inc. Cl A COMMON 02079K305 115,773 94,807 SH   SOLE   66,667 0 28,140
American Intl Group, Inc. COMMON 026874784 177,499 3,186,702 SH   SOLE   2,232,852 0 953,850
Applied Materials COMMON 038222105 179,368 3,594,542 SH   SOLE   2,502,192 0 1,092,350
Bank of America Corporation COMMON 060505104 127,627 4,375,292 SH   SOLE   3,056,492 0 1,318,800
Berkshire Hathaway, Inc. Cl B COMMON 084670702 208,301 1,001,350 SH   SOLE   704,300 0 297,050
BP PLC Sponsored ADR COMMON 055622104 940 24,750 SH   SOLE   24,750 0 0
Capital One Financial Corp COMMON 14040H105 211,826 2,328,274 SH   SOLE   1,630,624 0 697,650
CBS Corporation COMMON 124857202 149,738 3,709,129 SH   SOLE   2,593,079 0 1,116,050
CitiGroup, Inc. COMMON 172967424 177,911 2,575,437 SH   SOLE   1,802,487 0 772,950
Comcast Corporation Class A COMMON 20030N101 175,949 3,903,050 SH   SOLE   2,765,900 0 1,137,150
Delta Air Lines, Inc. COMMON 247361702 173,682 3,015,313 SH   SOLE   2,125,663 0 889,650
Elanco Animal Health Inc. COMMON 28414H103 92,440 3,476,480 SH   SOLE   2,475,280 0 1,001,200
EQT Corporation COMMON 26884L109 92,697 8,712,137 SH   SOLE   6,080,287 0 2,631,850
General Motors Company COMMON 37045V100 137,471 3,667,847 SH   SOLE   2,578,447 0 1,089,400
JetBlue Airways Corporation COMMON 477143101 113,336 6,766,314 SH   SOLE   4,786,614 0 1,979,700
Lennar Corporation COMMON 526057104 176,794 3,165,509 SH   SOLE   2,216,709 0 948,800
Marsh & McLennan Companies Inc. COMMON 571748102 104,413 1,043,604 SH   SOLE   718,104 0 325,500
Merck & Co. Inc. COMMON 58933Y105 141,335 1,678,960 SH   SOLE   1,185,560 0 493,400
Microsoft Corporation COMMON 594918104 103,840 746,888 SH   SOLE   518,588 0 228,300
Mohawk Industries, Inc. COMMON 608190104 79,533 641,036 SH   SOLE   451,886 0 189,150
Mondelez International Inc COMMON 609207105 102,326 1,849,718 SH   SOLE   1,287,168 0 562,550
Morgan Stanley COMMON 617446448 179,141 4,198,297 SH   SOLE   2,933,647 0 1,264,650
SVB Financial Group COMMON 78486Q101 66,775 319,573 SH   SOLE   222,923 0 96,650
Sabre Corporation COMMON 78573M104 165,798 7,403,353 SH   SOLE   5,141,753 0 2,261,600
Thermo Fisher Scientific, Inc. COMMON 883556102 130,786 449,019 SH   SOLE   314,119 0 134,900
TOTAL S.A. - ADR COMMON 89151E109 142,235 2,735,285 SH   SOLE   1,849,985 0 885,300
UnitedHealth Group Inc. COMMON 91324P102 128,754 592,464 SH   SOLE   414,514 0 177,950
Walmart Inc. COMMON 931142103 104,555 880,981 SH   SOLE   614,581 0 266,400
Aon PLC COMMON G0408V102 118,758 613,512 SH   SOLE   423,262 0 190,250
Eaton Corporation PLC COMMON G29183103 141,253 1,698,770 SH   SOLE   1,186,070 0 512,700
nVent Electric PLC COMMON G6700G107 98,878 4,486,319 SH   SOLE   3,132,669 0 1,353,650
Sensata Technologies Holdings plc COMMON G8060N102 148,358 2,963,595 SH   SOLE   2,048,145 0 915,450
Perrigo Company plc COMMON G97822103 151,068 2,702,958 SH   SOLE   1,866,158 0 836,800
Chubb Ltd COMMON H1467J104 96,870 600,040 SH   SOLE   414,440 0 185,600
NXP Semiconductors NV COMMON N6596X109 164,970 1,511,819 SH   SOLE   1,053,219 0 458,600