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 33,626 721,592 SH   SOLE   0 426,542 295,050
ABBOTT LABS COM 002824100 1,246 20,800 SH   SOLE   0 0 20,800
ACCENTURE PLC CL A COM G1151C101 445 2,900 SH   SOLE   0 0 2,900
AETNA INC COM 00817Y108 1,149 6,800 SH   SOLE   0 0 6,800
AGCO CORPORATION COM 001084102 12,680 195,528 SH   SOLE   0 118,120 77,408
ALCOA CORP NEW COM 013872106 52,200 1,161,042 SH   SOLE   0 219,291 941,751
ALLEGIANT TRAVEL CO COM 01748X102 60,873 352,783 SH   SOLE   0 248,292 104,491
ALLY FINANCIAL INC COM 02005N100 286,171 10,540,353 SH   SOLE   0 2,027,458 8,512,895
ALPHABET INC. CL C COM 02079K107 350,566 339,765 SH   SOLE   0 79,953 259,812
ALPHABET INC. CL A COM 02079K305 320,923 309,431 SH   SOLE   0 59,739 249,692
AMAZON COM INC COM 023135106 868 600 SH   SOLE   0 0 600
AMERICAN EXPRESS COMPANY COM 025816109 203,533 2,181,960 SH   SOLE   0 418,774 1,763,186
AMERICAN INTL GROUP INC COM 026874784 687,290 12,629,362 SH   SOLE   0 2,927,351 9,702,011
AMERISOURCEBERGEN CORP COM 03073E105 379 4,400 SH   SOLE   0 0 4,400
ANALOG DEVICES INC COM 032654105 398,162 4,369,161 SH   SOLE   0 838,629 3,530,532
ANTHEM INC COM 036752103 1,615 7,350 SH   SOLE   0 0 7,350
AON PLC COM G0408V102 594,473 4,236,250 SH   SOLE   0 835,490 3,400,760
APPLE INC COM COM 037833100 2,852 17,000 SH   SOLE   0 0 17,000
ARCONIC INC COM 03965L100 471,363 20,458,465 SH   SOLE   0 4,746,932 15,711,533
ARRIS INTERNATIONAL PLC COM G0551A103 47,200 1,776,442 SH   SOLE   0 1,077,972 698,470
ARROW ELECTRONICS INC. COM 042735100 16,466 213,789 SH   SOLE   0 127,730 86,059
AVNET INC COM 053807103 43,010 1,029,941 SH   SOLE   0 600,221 429,720
AXALTA COATING SYSTEMS LTD COM G0750C108 101,906 3,375,483 SH   SOLE   0 301,872 3,073,611
BANK OF AMERICA CORP COM 060505104 633,275 21,116,209 SH   SOLE   0 4,643,353 16,472,856
BERKSHIRE HATHAWAY INC-CL A COM 084670108 1,495 5 SH   SOLE   0 0 5
BLACKROCK INC COM 09247X101 1,219 2,250 SH   SOLE   0 0 2,250
BLACKSTONE GROUP L P COM 09253U108 390 12,200 SH   SOLE   0 0 12,200
BOEING CO COM 097023105 820 2,500 SH   SOLE   0 0 2,500
BOOKING HOLDINGS INC COM 09857L108 4,785 2,300 SH   SOLE   0 0 2,300
CAPITOL FEDERAL FINANCIAL COM 14057J101 19,100 1,546,593 SH   SOLE   0 922,744 623,849
CARNIVAL CORPORATION COM 143658300 774 11,800 SH   SOLE   0 0 11,800
CBS CORP CL B COM 124857202 421 8,200 SH   SOLE   0 0 8,200
CIMAREX ENERGY CO COM 171798101 45,526 486,905 SH   SOLE   0 286,288 200,617
CISCO SYSTEMS INC COM 17275R102 324,396 7,563,441 SH   SOLE   0 1,442,898 6,120,543
CISION LTD SHS COM G1992S109 7,009 605,827 SH   SOLE   0 372,115 233,712
CIT GROUP INC COM 125581801 483,403 9,386,475 SH   SOLE   0 1,614,704 7,771,771
CITIGROUP INC COM 172967424 467,501 6,925,941 SH   SOLE   0 1,483,814 5,442,127
COMCAST CORP NEW CL A COM 20030N101 1,162 34,000 SH   SOLE   0 0 34,000
COMERICA INC COM 200340107 11,742 122,405 SH   SOLE   0 122,405 0
CUBIC CORP COM 229669106 6,934 109,033 SH   SOLE   0 66,543 42,490
CVS HEALTH CORPORATION COM 126650100 3,276 52,660 SH   SOLE   0 52,660 0
DELTA AIR LINES INC COM 247361702 455 8,300 SH   SOLE   0 0 8,300
DISNEY WALT CO /THE COM 254687106 452 4,500 SH   SOLE   0 0 4,500
DITECH HOLDING CORP COM 25501G105 2,485 276,467 SH   SOLE   0 23,555 252,912
DOLLAR GENERAL CORP COM 256677105 16,114 172,245 SH   SOLE   0 133,765 38,480
DOWDUPONT INC COM 26078J100 1,739 27,300 SH   SOLE   0 0 27,300
ESTERLINE TECHNOLOGIES CORP COM 297425100 225,667 3,084,985 SH   SOLE   0 454,084 2,630,901
EXPEDIA GROUP INC COM 30212P303 321,208 2,909,233 SH   SOLE   0 555,324 2,353,909
EXXON MOBIL CORPORATION COM 30231G102 11,938 160,008 SH   SOLE   0 160,008 0
FACEBOOK INC CL A COM 30303M102 323,293 2,023,239 SH   SOLE   0 555,488 1,467,751
FEDEX CORP COM 31428X106 1,345 5,600 SH   SOLE   0 0 5,600
FOREST CITY RLTY TR INC COM 345605109 5,482 270,605 SH   SOLE   0 270,605 0
FRANKS INTL N V COM N33462107 7,094 1,306,377 SH   SOLE   0 332,477 973,900
GENERAL DYNAMICS CORP COM 369550108 409 1,850 SH   SOLE   0 0 1,850
GENTEX CORP COM 371901109 13,939 605,518 SH   SOLE   0 414,454 191,064
GRAPHIC PACKAGING HLDG CO COM 388689101 12,317 802,407 SH   SOLE   0 481,365 321,042
HCA HEALTHCARE INC COM 40412C101 407 4,200 SH   SOLE   0 0 4,200
HELMERICH & PAYNE INC COM 423452101 18,597 279,408 SH   SOLE   0 167,988 111,420
HOME DEPOT INC COM 437076102 784 4,400 SH   SOLE   0 0 4,400
HONEYWELL INTL INC COM 438516106 1,315 9,100 SH   SOLE   0 0 9,100
HOUGHTON MIFFLIN HARCOURT CO COM 44157R109 15,991 2,300,932 SH   SOLE   0 1,379,452 921,480
INGERSOLL-RAND PLC COM G47791101 1,086 12,700 SH   SOLE   0 0 12,700
INTERDIGITAL INC COM 45867G101 45,183 613,898 SH   SOLE   0 362,578 251,320
JOHNSON & JOHNSON COM 478160104 1,333 10,400 SH   SOLE   0 0 10,400
JPMORGAN CHASE & CO COM 46625H100 1,760 16,000 SH   SOLE   0 0 16,000
KINDER MORGAN INC DEL COM 49456B101 246,833 16,389,950 SH   SOLE   0 4,424,955 11,964,995
KKR & CO LP COM 48248M102 398 19,600 SH   SOLE   0 0 19,600
LABORATORY CORP AMER HLDGS COM 50540R409 2,738 16,930 SH   SOLE   0 0 16,930
LENNAR CORP CL A COM 526057104 1,161 19,700 SH   SOLE   0 0 19,700
LEUCADIA NATIONAL CORP COM 527288104 429,776 18,907,897 SH   SOLE   0 3,472,097 15,435,800
LOCKHEED MARTIN CORP COM 539830109 406 1,200 SH   SOLE   0 0 1,200
LOWE'S COS INC COM 548661107 1,185 13,500 SH   SOLE   0 0 13,500
LPL FINL HLDGS INC COM 50212V100 236,793 3,877,402 SH   SOLE   0 355,533 3,521,869
MADISON SQUARE GARDEN CO COM 55825T103 989 4,025 SH   SOLE   0 0 4,025
MASTERCARD INCORPORATED CL A COM 57636Q104 998 5,700 SH   SOLE   0 0 5,700
MATSON INC COM 57686G105 11,106 387,779 SH   SOLE   0 291,639 96,140
MEDNAX INC COM 58502B106 3,147 56,570 SH   SOLE   0 0 56,570
MEDTRONIC INC COM G5960L103 1,316 16,400 SH   SOLE   0 0 16,400
MICROSOFT CORP COM 594918104 678,914 7,438,523 SH   SOLE   0 1,682,906 5,755,617
MORGAN STANLEY COM 617446448 1,171 21,700 SH   SOLE   0 0 21,700
MYLAN NV COM N59465109 388,926 9,446,830 SH   SOLE   0 1,802,640 7,644,190
NEXEO SOLUTIONS INC COM 65342H102 273,162 25,529,169 SH   SOLE   0 3,970,157 21,559,012
NOBLE ENERGY INC COM 655044105 46,688 1,540,843 SH   SOLE   0 931,423 609,420
NORWEGIAN CRUISE LINE HLDGS LT COM G66721104 445 8,400 SH   SOLE   0 0 8,400
O'REILLY AUTOMOTIVE, INC. COM 67103H107 3,963 16,020 SH   SOLE   0 0 16,020
OCCIDENTAL PETROLEUM CORP COM 674599105 9,066 139,565 SH   SOLE   0 26,300 113,265
ORACLE CORPORATION COM 68389X105 852,735 18,639,019 SH   SOLE   0 4,560,769 14,078,250
ORION ENGINEERED CARBONS COM L72967109 39,367 1,452,665 SH   SOLE   0 1,452,665 0
OWENS ILLINOIS INC COM 690768403 211,921 9,783,970 SH   SOLE   0 871,070 8,912,900
PAR PACIFIC HOLDINGS INC. COM 69888T207 1,596 92,946 SH   SOLE   0 92,946 0
PATTERSON-UTI ENERGY INC COM 703481101 25,423 1,451,909 SH   SOLE   0 874,752 577,157
PG&E CORP COM 69331C108 165,937 3,777,295 SH   SOLE   0 658,810 3,118,485
PHI INC COM NON VTG COM 69336T205 510 49,773 SH   SOLE   0 49,773 0
PHILIP MORRIS INTL INC COM 718172109 11,663 117,332 SH   SOLE   0 117,332 0
QUALCOMM INC COM 747525103 96,223 1,736,572 SH   SOLE   0 331,420 1,405,152
REGIS CORP COM 758932107 9,276 613,118 SH   SOLE   0 613,118 0
ROWAN COMPANIES PLC COM G7665A101 33,246 2,880,948 SH   SOLE   0 1,754,156 1,126,792
RUSH ENTERPRISES INC CL A COM 781846209 4,896 115,223 SH   SOLE   0 115,223 0
SM ENERGY COMPANY COM 78454L100 43,211 2,396,620 SH   SOLE   0 1,404,205 992,415
SOUTHWEST AIRLINES CO COM 844741108 418 7,300 SH   SOLE   0 0 7,300
SPIRIT AIRLINES INC COM 848577102 18,741 496,057 SH   SOLE   0 298,764 197,293
STATE STR CORP COM 857477103 828 8,300 SH   SOLE   0 0 8,300
TE CONNECTIVITY LTD COM H84989104 499,178 4,996,774 SH   SOLE   0 964,364 4,032,410
TENNECO INC COM 880349105 20,336 370,626 SH   SOLE   0 223,356 147,270
THERMO FISHER SCIENTIFIC INC COM 883556102 274,408 1,329,109 SH   SOLE   0 253,159 1,075,950
TWENTY FIRST CENTY FOX INC CL COM 90130A101 550 15,000 SH   SOLE   0 0 15,000
TWENTY FIRST CENTY FOX INC CL COM 90130A200 4,419 121,500 SH   SOLE   0 0 121,500
UNION PACIFIC CORP COM 907818108 1,317 9,800 SH   SOLE   0 0 9,800
UNITED PARCEL SERVICE INC CL B COM 911312106 1,570 15,000 SH   SOLE   0 0 15,000
UNITED TECHNOLOGIES CORP COM 913017109 608,437 4,835,775 SH   SOLE   0 935,865 3,899,910
UNITEDHEALTH GROUP INC COM 91324P102 942 4,400 SH   SOLE   0 0 4,400
VEECO INSTRUMENTS INC COM 922417100 19,823 1,166,071 SH   SOLE   0 688,987 477,084
VISA INC - CL A COM 92826C839 1,274 10,650 SH   SOLE   0 0 10,650
WESTERN DIGITAL CORP. COM 958102105 54,413 589,718 SH   SOLE   0 357,364 232,354
WILLIS TOWERS WATSON COM G96629103 624 4,100 SH   SOLE   0 0 4,100
58 COM INC ADR 31680Q104 42,211 528,564 SH   SOLE   0 528,564 0
BAIDU INC SPON ADR REP A ADR 056752108 466,728 2,091,171 SH   SOLE   0 450,682 1,640,489
JD COM INC SPON ADR CL A ADR 47215P106 786 19,400 SH   SOLE   0 0 19,400
RYANAIR HOLDINGS PLC - SP ADR ADR 783513203 4,242 34,533 SH   SOLE   0 34,533 0
ALTABA INC MFUS 021346101 510,474 6,894,574 SH   SOLE   0 2,035,154 4,859,420
HORNBECK OFFSHORE SVCS INC CV 440543AN6 3,862 4,991,000 PRN   SOLE   0 4,991,000 0
AMERICAN INTL GROUP WT WT 026874156 22,279 1,358,494 SH   SOLE   0 1,358,494 0
NEXEO SOLUTIONS INC WT WT 65342H110 65 89,388 SH   SOLE   0 89,388 0