Instuitional Investor - Marketfield Asset Management Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Horton D R Inc	DHI	43,825	$6,660,524	5.4%
2.	Conocophillips	COP	50,340	$5,842,964	4.74%
3.	Vaneck Etf Trust		173,364	$5,376,018	4.36%
4.	Schlumberger Limited	SLB	102,469	$5,332,487	4.32%
5.	Caterpillar Inc	CAT	17,182	$5,080,202	4.12%