The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| Agilent Technologies, Inc. (A) | COMMON | 00846U101 | 1,100 | 19,300 | SH | SOLE | 10,700 | 8,600 | 0 | ||
| Air Products & Chemicals (APD) | COMMON | 009158106 | 975 | 7,490 | SH | SOLE | 700 | 6,790 | 0 | ||
| American Independence Corp (AMIC) | COMMON | 026760405 | 1,100 | 99,992 | SH | SOLE | 0 | 99,992 | 0 | ||
| Baker Hughes Inc. (BHI) | COMMON | 057224107 | 596,793 | 9,172,957 | SH | SOLE | 2,171,735 | 7,001,222 | 0 | ||
| Boeing Company (BA) | COMMON | 097023105 | 147,682 | 1,159,378 | SH | SOLE | 62,395 | 1,096,983 | 0 | ||
| Citigroup [C] | COMMON | 172967424 | 207,400 | 4,002,320 | SH | SOLE | 465,700 | 3,536,620 | 0 | ||
| Devon Energy Corp (DVN) | COMMON | 25179M103 | 161,588 | 2,370,023 | SH | SOLE | 369,386 | 2,000,637 | 0 | ||
| FedEx Corp (FDX) | COMMON | 31428X106 | 735,307 | 4,554,394 | SH | SOLE | 1,216,394 | 3,338,000 | 0 | ||
| Goldman Sachs (GS) | COMMON | 38141G104 | 487,126 | 2,653,627 | SH | SOLE | 434,460 | 2,219,167 | 0 | ||
| Lowe's Companies, Inc. (LOW) | COMMON | 548661107 | 597,738 | 11,295,132 | SH | SOLE | 2,117,675 | 9,177,457 | 0 | ||
| Masco Corp (MAS) | COMMON | 574599106 | 13,405 | 560,400 | SH | SOLE | 61,700 | 498,700 | 0 | ||
| Microsoft Corp (MSFT) | COMMON | 594918104 | 75,664 | 1,632,090 | SH | SOLE | 53,600 | 1,578,490 | 0 | ||
| Owens Corning (OC) | COMMON | 690742101 | 55,147 | 1,736,919 | SH | SOLE | 156,000 | 1,580,919 | 0 | ||
| Pall Corporation (PLL) | COMMON | 696429307 | 293 | 3,500 | SH | SOLE | 3,500 | 0 | 0 | ||
| Plains All American (PAA) | COMMON | 726503105 | 424 | 7,200 | SH | SOLE | 7,200 | 0 | 0 | ||
| Praxair Inc. (PX) | COMMON | 74005P104 | 209,412 | 1,623,346 | SH | SOLE | 183,980 | 1,439,366 | 0 | ||
| RHJ International (RHJI) | COMMON | 749561205 | 1,037 | 209,454 | SH | SOLE | 209,454 | 0 | 0 | ||
| Schlumberger Ltd (SLB) | COMMON | 806857108 | 374,604 | 3,683,780 | SH | SOLE | 553,400 | 3,130,380 | 0 | ||
| Southwest Airlines (LUV) | COMMON | 844741108 | 138,557 | 4,102,965 | SH | SOLE | 300,000 | 3,802,965 | 0 | ||
| Superior Energy Services Inc. (SPN) | COMMON | 868157108 | 147,053 | 4,473,775 | SH | SOLE | 2,190,600 | 2,283,175 | 0 | ||
| TD Ameritrade (AMTD) | COMMON | 87236Y108 | 232 | 6,940 | SH | SOLE | 5,170 | 1,770 | 0 | ||
| TE Connectivity Ltd (TEL) | COMMON | H84989104 | 541 | 9,790 | SH | SOLE | 0 | 9,790 | 0 | ||
| 3M Company (MMM) | COMMON | 88579Y101 | 388,889 | 2,744,842 | SH | SOLE | 390,725 | 2,354,117 | 0 | ||
| Union Pacific Corp (UNP) | COMMON | 907818108 | 217 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
| United Parcel Service (UPS) | COMMON | 911312106 | 503,661 | 5,124,239 | SH | SOLE | 858,700 | 4,265,539 | 0 | ||
| Whirlpool Corp (WHR) | COMMON | 963320106 | 356,807 | 2,449,758 | SH | SOLE | 578,100 | 1,871,658 | 0 | ||