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
AFFILIATED MANAGERS GROUP IN COM 008252108   121,562,888 811,014 SH   SOLE   811,014 0 0
ALPHABET INC CAP STK CL A 02079K305   47,532,870 397,100 SH   SOLE   397,100 0 0
AMERICAN EXPRESS CO COM 025816109   25,576,567 146,823 SH   SOLE   146,823 0 0
APPLIED MATLS INC COM 038222105   34,704,054 240,100 SH   SOLE   240,100 0 0
AUTOLIV INC COM 052800109   37,060,432 435,800 SH   SOLE   435,800 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   25,206,720 73,920 SH   SOLE   73,920 0 0
CARMAX INC COM 143130102   78,192,540 934,200 SH   SOLE   934,200 0 0
CIGNA CORP NEW COM 125523100   48,684,100 173,500 SH   SOLE   173,500 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104   33,641,036 267,800 SH   SOLE   267,800 0 0
COMCAST CORP NEW CL A 20030N101   92,584,245 2,228,261 SH   SOLE   2,228,261 0 0
CVS HEALTH CORP COM 126650100   65,235,769 943,668 SH   SOLE   943,668 0 0
EBAY INC. COM 278642103   55,138,254 1,233,794 SH   SOLE   1,233,794 0 0
EXXON MOBIL CORP COM 30231G102   43,058,194 401,475 SH   SOLE   401,475 0 0
FEDEX CORP COM 31428X106   47,051,420 189,800 SH   SOLE   189,800 0 0
HARLEY DAVIDSON INC COM 412822108   17,894,180 508,213 SH   SOLE   508,213 0 0
HCA HEALTHCARE INC COM 40412C101   46,493,136 153,200 SH   SOLE   153,200 0 0
KT CORP SPONSORED ADR 48268K101   33,714,488 2,983,583 SH   SOLE   2,983,583 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104   38,353,752 2,274,837 SH   SOLE   2,274,837 0 0
LOCKHEED MARTIN CORP COM 539830109   13,028,754 28,300 SH   SOLE   28,300 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   58,082,475 632,500 SH   SOLE   632,500 0 0
MICRON TECHNOLOGY INC COM 595112103   47,872,722 758,560 SH   SOLE   758,560 0 0
MEDTRONIC PLC SHS G5960L103   21,980,950 249,500 SH   SOLE   249,500 0 0
MOHAWK INDS INC COM 608190104   18,393,428 178,300 SH   SOLE   178,300 0 0
NORTHROP GRUMMAN CORP COM 666807102   22,377,045 49,094 SH   SOLE   49,094 0 0
NOV INC COM 62955J103   14,825,772 924,300 SH   SOLE   924,300 0 0
QURATE RETAIL INC COM SER A 74915M100   7,813,382 7,893,900 SH   SOLE   7,893,900 0 0
SOUTHWEST AIRLS CO COM 844741108   81,794,153 2,258,883 SH   SOLE   2,258,883 0 0
STANLEY BLACK & DECKER INC COM 854502101   16,314,911 174,100 SH   SOLE   174,100 0 0
STATE STR CORP COM 857477103   28,635,334 391,300 SH   SOLE   391,300 0 0
UNITED NAT FOODS INC COM 911163103   34,095,220 1,744,001 SH   SOLE   1,744,001 0 0
VALE S A SPONSORED ADS 91912E105   15,772,526 1,175,300 SH   SOLE   1,175,300 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   46,558,358 1,634,200 SH   SOLE   1,634,200 0 0
WELLS FARGO CO NEW COM 949746101   48,697,837 1,140,999 SH   SOLE   1,140,999 0 0