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
Estimated average burden
hours per response: 23.8
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Agilent Technologies, Inc. (A) COMMON 00846U101   1,601,255 10,700 SH   SOLE   10,700 0 0
Autoliv Inc. (ALV) COMMON 052800109   5,976,303 78,040 SH   SOLE   47,395 30,645 0
Avnet Inc (AVT) COMMON 053807103   55,724,269 1,340,170 SH   SOLE   209,100 1,131,070 0
Bank of America Corp (BAC) COMMON 060505104   41,549,040 1,254,500 SH   SOLE   482,500 772,000 0
SPDR Bloomberg 1-3 Month T-B (BIL) COMMON 78468R663   1,066,083 11,655 SH   SOLE   0 11,655 0
Berkshire Hathaway Inc. Class B (BRK/B) COMMON 084670702   309,209 1,001 SH   SOLE   1,001 0 0
Citigroup Inc (C) COMMON 172967424   347,470,429 7,682,300 SH   SOLE   1,856,590 5,825,710 0
CRH PLC - Sponsored ADR (CRH) ADR 12626K203   71,942,111 1,808,045 SH   SOLE   473,297 1,334,748 0
D R Horton, Inc. (DHI) COMMON 23331A109   335,346,730 3,762,023 SH   SOLE   235,264 3,526,759 0
Technipfmc PLC (FTI) COMMON G87110105   188,945 15,500 SH   SOLE   15,500 0 0
Gildan Activewear Inc (GIL) COMMON 375916103   30,786,640 1,123,600 SH   SOLE   18,600 1,105,000 0
General Motors Co (GM) COMMON 35045V100   515,331,261 15,319,003 SH   SOLE   3,543,286 11,775,717 0
Goldman Sachs (GS) COMMON 38141G104   748,869,201 2,180,876 SH   SOLE   510,512 1,670,364 0
International Paper Co (IP) COMMON 460146103   210,613,600 6,081,825 SH   SOLE   1,516,250 4,565,575 0
J P Morgan Chase (JPM) COMMON 46625H100   643,114,634 4,795,784 SH   SOLE   927,600 3,868,184 0
Lear Corporation (LEA) COMMON 521865204   128,366,901 1,035,050 SH   SOLE   176,650 858,400 0
Lennar Corporation - A (LEN) COMMON 526057104   838,415,983 9,264,265 SH   SOLE   2,167,205 7,097,060 0
Lennar Corporation - B SHS (LEN/B) COMMON 526057302   43,332,318 579,464 SH   SOLE   386,583 192,881 0
M.D.C. Holdings, Inc. (MDC) COMMON 552676108   2,103,264 66,559 SH   SOLE   57,392 9,167 0
3M Company (MMM) COMMON 88579Y101   283,971 2,368 SH   SOLE   2,368 0 0
Morgan Stanley (MS) COMMON 617446448   850,200 10,000 SH   SOLE   10,000 0 0
Meritage Homes Corp (MTH) COMMON 59001A102   75,581,042 819,751 SH   SOLE   259,214 560,537 0
Oshkosh Corp (OSK) COMMON 688239201   153,245,470 1,737,674 SH   SOLE   392,949 1,344,725 0
PulteGroup Inc. (PHM) COMMON 745867101   256,060,265 5,623,990 SH   SOLE   1,258,600 4,365,390 0
Proshares Short QQQ (PSQ) COMMON 74347B714   14,793,600 1,005,000 SH   SOLE   605,000 400,000 0
Charles Schwab Corporation (SCHW) COMMON 808513105   1,665,200 20,000 SH   SOLE   20,000 0 0
Proshares Short S&P500 (SH) COMMON 74347B425   11,140,850 695,000 SH   SOLE   550,000 145,000 0
Stanley Black & Decker INC (SWK) COMMON 854502101   96,886,546 1,289,757 SH   SOLE   223,724 1,066,033 0
Toll Brothers, Inc. (TOL) COMMON 889478103   267,315,060 5,354,869 SH   SOLE   2,008,427 3,346,442 0
Union Pacific Corp (UNP) COMMON 907818108   420,766 2,032 SH   SOLE   2,032 0 0
Whirlpool Corp (WHR) COMMON 963320106   383,155,020 2,708,575 SH   SOLE   792,395 1,916,180 0
Westrock CO (WRK) COMMON 96145D105   349,297,864 9,934,524 SH   SOLE   2,791,953 7,142,571 0