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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AARON'S INC COM 002535300 23,671 594,002 SH   SOLE   0 319,930 274,072
ABBOTT LABS COM 002824100 439 7,700 SH   SOLE   0 0 7,700
ABBVIE INC COM 00287Y109 662 6,850 SH   SOLE   0 0 6,850
ACCENTURE PLC CL A COM G1151C101 444 2,900 SH   SOLE   0 0 2,900
AGCO CORPORATION COM 001084102 12,048 168,668 SH   SOLE   0 91,260 77,408
ALCOA CORP NEW COM 013872106 63,082 1,171,012 SH   SOLE   0 229,660 941,352
ALLEGIANT TRAVEL CO COM 01748X102 50,760 328,014 SH   SOLE   0 211,700 116,314
ALLERGAN PLC COM G0177J108 409 2,500 SH   SOLE   0 0 2,500
ALLY FINANCIAL INC COM 02005N100 347,883 11,930,129 SH   SOLE   0 2,354,990 9,575,139
ALPHABET INC. CL C COM 02079K107 326,848 312,355 SH   SOLE   0 75,642 236,713
ALPHABET INC. CL A COM 02079K305 296,477 281,448 SH   SOLE   0 55,554 225,894
AMERICAN EXPRESS COMPANY COM 025816109 261,401 2,632,167 SH   SOLE   0 519,057 2,113,110
AMERICAN INTL GROUP INC COM 026874784 627,161 10,526,370 SH   SOLE   0 2,461,660 8,064,710
AMERISOURCEBERGEN CORP COM 03073E105 1,258 13,700 SH   SOLE   0 0 13,700
ANALOG DEVICES INC COM 032654105 362,231 4,068,640 SH   SOLE   0 799,430 3,269,210
ANTHEM INC COM 036752103 1,654 7,350 SH   SOLE   0 0 7,350
AON PLC COM G0408V102 572,684 4,273,760 SH   SOLE   0 877,410 3,396,350
APPLE INC COM COM 037833100 2,318 13,700 SH   SOLE   0 0 13,700
ARCONIC INC COM 03965L100 563,757 20,688,345 SH   SOLE   0 5,013,716 15,674,629
ARRIS INTERNATIONAL PLC COM G0551A103 38,791 1,509,978 SH   SOLE   0 872,138 637,840
ARROW ELECTRONICS INC. COM 042735100 21,753 270,526 SH   SOLE   0 144,574 125,952
AVNET INC COM 053807103 42,015 1,060,454 SH   SOLE   0 543,871 516,583
AXALTA COATING SYSTEMS LTD COM G0750C108 109,517 3,384,335 SH   SOLE   0 310,905 3,073,430
BANK OF NEW YORK MELLON COM 064058100 469 8,700 SH   SOLE   0 0 8,700
BANK OF AMERICA CORP COM 060505104 676,153 22,904,921 SH   SOLE   0 5,237,265 17,667,656
BANK OF AMERICA CORP COM 060505104 1,110 37,600 SH Call SOLE   0 37,600 0
BERKSHIRE HATHAWAY INC-CL A COM 084670108 893 3 SH   SOLE   0 0 3
BLACKROCK INC COM 09247X101 1,156 2,250 SH   SOLE   0 0 2,250
BLACKSTONE GROUP L P COM 09253U108 435 13,600 SH   SOLE   0 0 13,600
BOEING CO COM 097023105 826 2,800 SH   SOLE   0 0 2,800
CAPITOL FEDERAL FINANCIAL COM 14057J101 12,910 962,683 SH   SOLE   0 656,234 306,449
CARNIVAL CORPORATION COM 143658300 657 9,900 SH   SOLE   0 0 9,900
CBS CORP CL B COM 124857202 1,260 21,350 SH   SOLE   0 0 21,350
CELGENE CORP COM 151020104 436 4,175 SH   SOLE   0 0 4,175
CIMAREX ENERGY CO COM 171798101 50,825 416,562 SH   SOLE   0 203,520 213,042
CISCO SYSTEMS INC COM 17275R102 546,047 14,257,110 SH   SOLE   0 2,784,360 11,472,750
CIT GROUP INC. COM 125581801 532,878 10,824,256 SH   SOLE   0 1,911,086 8,913,170
CITIGROUP INC COM 172967424 560,378 7,530,949 SH   SOLE   0 1,671,871 5,859,078
COMCAST CORP NEW CL A COM 20030N101 1,802 45,000 SH   SOLE   0 0 45,000
COMERICA INC COM 200340107 13,695 157,760 SH   SOLE   0 157,760 0
CUBIC CORP COM 229669106 12,458 211,337 SH   SOLE   0 122,959 88,378
CVS HEALTH CORPORATION COM 126650100 4,463 61,560 SH   SOLE   0 52,660 8,900
DELTA AIR LINES INC COM 247361702 1,204 21,500 SH   SOLE   0 0 21,500
DISCOVERY COMMUNICATIONS INC COM 25470F302 529 25,000 SH   SOLE   0 0 25,000
DISNEY WALT CO /THE COM 254687106 484 4,500 SH   SOLE   0 0 4,500
DOLLAR GENERAL CORP COM 256677105 16,318 175,445 SH   SOLE   0 133,765 41,680
DOWDUPONT INC COM 26078J100 869 12,200 SH   SOLE   0 0 12,200
ESTERLINE TECHNOLOGIES CORP COM 297425100 230,897 3,090,985 SH   SOLE   0 460,084 2,630,901
EXPEDIA INC COM 30212P303 318,806 2,661,820 SH   SOLE   0 563,764 2,098,056
EXPRESS SCRIPTS HOLDING CO COM 30219G108 466 6,250 SH   SOLE   0 0 6,250
EXXON MOBIL CORPORATION COM 30231G102 13,383 160,008 SH   SOLE   0 160,008 0
FACEBOOK INC CL A COM 30303M102 5,170 29,300 SH   SOLE   0 0 29,300
FEDEX CORP COM 31428X106 1,397 5,600 SH   SOLE   0 0 5,600
FOOT LOCKER INC COM 344849104 4,416 94,195 SH   SOLE   0 94,195 0
FOREST CITY RLTY TR INC COM 345605109 6,714 278,605 SH   SOLE   0 278,605 0
FRANKS INTL N V COM N33462107 10,209 1,535,143 SH   SOLE   0 291,351 1,243,792
GENERAL ELECTRIC COMPANY COM 369604103 170,899 9,793,662 SH   SOLE   0 1,921,145 7,872,517
GENTEX CORP COM 371901109 5,502 262,643 SH   SOLE   0 262,643 0
GRAPHIC PACKAGING HLDG CO COM 388689101 7,163 463,595 SH   SOLE   0 463,595 0
HCA HEALTHCARE INC COM 40412C101 527 6,000 SH   SOLE   0 0 6,000
HD SUPPLY HLDGS INC COM 40416M105 520 13,000 SH   SOLE   0 0 13,000
HELMERICH & PAYNE INC COM 423452101 26,725 413,445 SH   SOLE   0 251,821 161,624
HOME DEPOT INC COM 437076102 834 4,400 SH   SOLE   0 0 4,400
HONEYWELL INTL INC COM 438516106 429 2,800 SH   SOLE   0 0 2,800
HOUGHTON MIFFLIN HARCOURT CO COM 44157R109 26,485 2,847,871 SH   SOLE   0 1,474,756 1,373,115
INGERSOLL-RAND PLC COM G47791101 1,133 12,700 SH   SOLE   0 0 12,700
INTERDIGITAL INC COM 45867G101 42,743 561,302 SH   SOLE   0 301,253 260,049
INVESCO LIMITED COM G491BT108 661 18,100 SH   SOLE   0 0 18,100
JOHNSON & JOHNSON COM 478160104 1,355 9,700 SH   SOLE   0 0 9,700
JOHNSON CTLS INTL PLC COM G51502105 457 12,000 SH   SOLE   0 0 12,000
JPMORGAN CHASE & CO COM 46625H100 1,711 16,000 SH   SOLE   0 0 16,000
KKR & CO LP COM 48248M102 701 33,300 SH   SOLE   0 0 33,300
LABORATORY CORP AMER HLDGS COM 50540R409 3,120 19,560 SH   SOLE   0 0 19,560
LENNAR CORP - B SHS COM 526057302 20 394 SH   SOLE   0 0 394
LENNAR CORP CL A COM 526057104 1,246 19,700 SH   SOLE   0 0 19,700
LEUCADIA NATIONAL CORP COM 527288104 510,963 19,288,883 SH   SOLE   0 3,853,083 15,435,800
LOWE'S COS INC COM 548661107 1,255 13,500 SH   SOLE   0 0 13,500
LPL FINL HLDGS INC COM 50212V100 241,364 4,224,080 SH   SOLE   0 389,100 3,834,980
MADISON SQUARE GARDEN CO COM 55825T103 849 4,025 SH   SOLE   0 0 4,025
MASTERCARD INCORPORATED CL A COM 57636Q104 863 5,700 SH   SOLE   0 0 5,700
MATSON INC COM 57686G105 14,212 476,266 SH   SOLE   0 396,651 79,615
MCKESSON CORP COM 58155Q103 483 3,100 SH   SOLE   0 0 3,100
MEDICAL PPTYS TRUST INC COM 58463J304 1,288 93,500 SH   SOLE   0 0 93,500
MEDNAX INC COM 58502B106 3,023 56,570 SH   SOLE   0 0 56,570
MEDTRONIC INC COM G5960L103 424 5,250 SH   SOLE   0 0 5,250
MICROSOFT CORP COM 594918104 664,231 7,765,145 SH   SOLE   0 1,802,355 5,962,790
MORGAN STANLEY COM 617446448 1,139 21,700 SH   SOLE   0 0 21,700
MYLAN NV COM N59465109 402,362 9,509,860 SH   SOLE   0 1,868,210 7,641,650
NEXEO SOLUTIONS INC COM 65342H102 232,315 25,529,169 SH   SOLE   0 3,970,157 21,559,012
NOBLE ENERGY INC COM 655044105 46,925 1,610,322 SH   SOLE   0 793,041 817,281
NORWEGIAN CRUISE LINE HLDGS LT COM G66721104 447 8,400 SH   SOLE   0 0 8,400
O'REILLY AUTOMOTIVE, INC. COM 67103H107 3,853 16,020 SH   SOLE   0 0 16,020
OCCIDENTAL PETROLEUM CORP COM 674599105 58,115 788,960 SH   SOLE   0 153,540 635,420
ORACLE CORPORATION COM 68389X105 997,773 21,103,495 SH   SOLE   0 5,184,015 15,919,480
ORION ENGINEERED CARBONS COM L72967109 39,104 1,527,513 SH   SOLE   0 1,527,513 0
OWENS ILLINOIS INC COM 690768403 217,327 9,802,770 SH   SOLE   0 889,870 8,912,900
PAR PACIFIC HOLDINGS INC. COM 69888T207 1,792 92,946 SH   SOLE   0 92,946 0
PATTERSON-UTI ENERGY INC COM 703481101 39,703 1,725,476 SH   SOLE   0 913,205 812,271
PFIZER INC COM 717081103 471 13,000 SH   SOLE   0 0 13,000
PHI INC COM NON VTG COM 69336T205 576 49,773 SH   SOLE   0 49,773 0
PHILIP MORRIS INTL INC COM 718172109 12,396 117,332 SH   SOLE   0 117,332 0
PRICELINE GRP INC COM 741503403 4,761 2,740 SH   SOLE   0 0 2,740
QUALCOMM INC COM 747525103 112,089 1,750,839 SH   SOLE   0 345,687 1,405,152
REGIS CORP COM 758932107 9,548 621,618 SH   SOLE   0 621,618 0
ROWAN COMPANIES PLC COM G7665A101 37,740 2,409,991 SH   SOLE   0 1,355,711 1,054,280
RUSH ENTERPRISES INC CL A COM 781846209 13,141 258,623 SH   SOLE   0 258,623 0
SM ENERGY COMPANY COM 78454L100 39,537 1,790,607 SH   SOLE   0 923,492 867,115
SNAP ON INC COM 833034101 941 5,400 SH   SOLE   0 0 5,400
SPIRIT AIRLINES INC COM 848577102 23,881 532,463 SH   SOLE   0 264,495 267,968
STATE STR CORP COM 857477103 849 8,700 SH   SOLE   0 0 8,700
TE CONNECTIVITY LTD COM H84989104 544,036 5,724,280 SH   SOLE   0 1,125,540 4,598,740
TENNECO INC COM 880349105 14,687 250,893 SH   SOLE   0 153,663 97,230
THERMO FISHER SCIENTIFIC INC COM 883556102 254,073 1,338,070 SH   SOLE   0 262,430 1,075,640
TIME WARNER INC COM 887317303 1,125 12,300 SH   SOLE   0 0 12,300
TWENTY FIRST CENTY FOX INC CL COM 90130A101 518 15,000 SH   SOLE   0 0 15,000
TWENTY FIRST CENTY FOX INC CL COM 90130A200 4,146 121,500 SH   SOLE   0 0 121,500
UNION PACIFIC CORP COM 907818108 1,314 9,800 SH   SOLE   0 0 9,800
UNITED PARCEL SERVICE INC CL B COM 911312106 870 7,300 SH   SOLE   0 0 7,300
UNITED TECHNOLOGIES CORP COM 913017109 672,309 5,270,120 SH   SOLE   0 1,033,800 4,236,320
UNITEDHEALTH GROUP INC COM 91324P102 838 3,800 SH   SOLE   0 0 3,800
VEECO INSTRUMENTS INC COM 922417100 16,004 1,077,739 SH   SOLE   0 610,678 467,061
VISA INC - CL A COM 92826C839 1,214 10,650 SH   SOLE   0 0 10,650
WALGREENS BOOTS ALLIANCE INC COM 931427108 465 6,400 SH   SOLE   0 0 6,400
WALTER INVESTMENT MGMT COM 93317W102 137 162,995 SH   SOLE   0 162,995 0
WESTERN DIGITAL CORP. COM 958102105 46,143 580,201 SH   SOLE   0 320,378 259,823
WHIRLPOOL CORP. COM 963320106 472 2,800 SH   SOLE   0 0 2,800
WILLIS TOWERS WATSON COM G96629103 1,138 7,550 SH   SOLE   0 0 7,550
58 COM INC ADR 31680Q104 49,429 690,636 SH   SOLE   0 690,636 0
BAIDU INC SPON ADR REP A ADR 056752108 404,393 1,726,627 SH   SOLE   0 389,758 1,336,869
JD COM INC SPON ADR CL A ADR 47215P106 924 22,300 SH   SOLE   0 0 22,300
RYANAIR HOLDINGS PLC - SP ADR ADR 783513203 3,598 34,533 SH   SOLE   0 34,533 0
ALTABA INC MFUS 021346101 533,244 7,634,130 SH   SOLE   0 2,774,710 4,859,420
HORNBECK OFFSHORE SVCS INC CV 440543AN6 3,718 4,991,000 PRN   SOLE   0 4,991,000 0
WALTER INVESTMENT MGMT CV 93317WAA0 3,091 30,909,000 PRN   SOLE   0 2,068,000 28,841,000
AMERICAN INTL GROUP WT WT 026874156 26,130 1,442,058 SH   SOLE   0 1,442,058 0
NEXEO SOLUTIONS INC WT WT 65342H110 58 89,388 SH   SOLE   0 89,388 0