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 29,286 674,007 SH   SOLE   0 417,134 256,873
ABBOTT LABS COM 002824100 854 14,000 SH   SOLE   0 0 14,000
ACCENTURE PLC CL A COM G1151C101 474 2,900 SH   SOLE   0 0 2,900
ACTIVISION BLIZZARD INC COM 00507V109 408 5,350 SH   SOLE   0 0 5,350
ADOBE SYS INC COM 00724F101 414 1,700 SH   SOLE   0 0 1,700
AGCO CORPORATION COM 001084102 20,321 334,665 SH   SOLE   0 204,411 130,254
ALCOA CORP NEW COM 013872106 53,971 1,151,267 SH   SOLE   0 211,636 939,631
ALLEGIANT TRAVEL CO COM 01748X102 70,753 509,199 SH   SOLE   0 383,974 125,225
ALLY FINANCIAL INC COM 02005N100 274,562 10,451,523 SH   SOLE   0 1,957,788 8,493,735
ALPHABET INC. CL C COM 02079K107 387,012 346,894 SH   SOLE   0 87,484 259,410
ALPHABET INC. CL A COM 02079K305 344,612 305,185 SH   SOLE   0 57,444 247,741
AMAZON COM INC COM 023135106 2,669 1,570 SH   SOLE   0 0 1,570
AMERICAN EXPRESS COMPANY COM 025816109 211,947 2,162,723 SH   SOLE   0 404,387 1,758,336
AMERICAN INTL GROUP INC COM 026874784 692,096 13,053,487 SH   SOLE   0 3,044,526 10,008,961
ANALOG DEVICES INC COM 032654105 415,161 4,328,204 SH   SOLE   0 809,081 3,519,123
ANTHEM INC COM 036752103 1,750 7,350 SH   SOLE   0 0 7,350
AON PLC COM G0408V102 523,830 3,818,837 SH   SOLE   0 742,983 3,075,854
APPLE INC COM COM 037833100 3,147 17,000 SH   SOLE   0 0 17,000
ARCONIC INC COM 03965L100 449,760 26,440,922 SH   SOLE   0 6,485,703 19,955,219
ARRIS INTERNATIONAL PLC COM G0551A103 42,683 1,746,099 SH   SOLE   0 1,047,629 698,470
ARROW ELECTRONICS INC. COM 042735100 2,683 35,642 SH   SOLE   0 35,642 0
AVNET INC COM 053807103 46,142 1,075,830 SH   SOLE   0 667,295 408,535
AXALTA COATING SYSTEMS LTD COM G0750C108 101,739 3,356,608 SH   SOLE   0 296,497 3,060,111
BANK OF AMERICA CORP COM 060505104 551,921 19,578,624 SH   SOLE   0 4,308,024 15,270,600
BERKSHIRE HATHAWAY INC-CL A COM 084670108 564 2 SH   SOLE   0 0 2
BLACKROCK INC COM 09247X101 1,123 2,250 SH   SOLE   0 0 2,250
BOEING CO COM 097023105 839 2,500 SH   SOLE   0 0 2,500
BOOKING HOLDINGS INC COM 09857L108 5,037 2,485 SH   SOLE   0 0 2,485
BROADCOM INC COM 11135F101 228,401 941,316 SH   SOLE   0 178,790 762,526
CAPITOL FEDERAL FINANCIAL COM 14057J101 23,744 1,804,248 SH   SOLE   0 1,164,537 639,711
CBS CORP CL B COM 124857202 461 8,200 SH   SOLE   0 0 8,200
CERNER CORP COM 156782104 387 6,475 SH   SOLE   0 0 6,475
CHARTER COMMUNICATIONS INC COM 16119P108 296,510 1,011,256 SH   SOLE   0 210,593 800,663
CIMAREX ENERGY CO COM 171798101 53,438 525,240 SH   SOLE   0 320,142 205,098
CISCO SYSTEMS INC COM 17275R102 214,603 4,987,295 SH   SOLE   0 933,768 4,053,527
CISION LTD SHS COM G1992S109 12,681 848,242 SH   SOLE   0 510,470 337,772
CIT GROUP INC COM 125581801 472,070 9,364,608 SH   SOLE   0 1,592,837 7,771,771
CITIGROUP INC COM 172967424 459,707 6,869,503 SH   SOLE   0 1,439,546 5,429,957
COMCAST CORP CL A COM 20030N101 380,914 11,609,705 SH   SOLE   0 3,329,605 8,280,100
COMERICA INC COM 200340107 3,294 36,228 SH   SOLE   0 36,228 0
CONDUENT INC COM 206787103 3,924 215,968 SH   SOLE   0 133,297 82,671
CORPORACION AMER ARPTS SA COM L1995B107 901 106,709 SH   SOLE   0 106,709 0
CVS HEALTH CORPORATION COM 126650100 3,389 52,660 SH   SOLE   0 52,660 0
DITECH HOLDING CORP COM 25501G105 1,443 276,417 SH   SOLE   0 23,505 252,912
DOLLAR GENERAL CORP COM 256677105 16,983 172,245 SH   SOLE   0 133,765 38,480
DOWDUPONT INC COM 26078J100 1,167 17,700 SH   SOLE   0 0 17,700
ELECTRONIC ARTS INC COM 285512109 402 2,850 SH   SOLE   0 0 2,850
ESTERLINE TECHNOLOGIES CORP COM 297425100 227,672 3,084,985 SH   SOLE   0 454,084 2,630,901
EXPEDIA GROUP INC COM 30212P303 347,795 2,893,713 SH   SOLE   0 538,377 2,355,336
EXXON MOBIL CORPORATION COM 30231G102 13,237 160,008 SH   SOLE   0 160,008 0
FACEBOOK INC CL A COM 30303M102 391,617 2,015,321 SH   SOLE   0 544,664 1,470,657
FEDEX CORP COM 31428X106 1,748 7,700 SH   SOLE   0 0 7,700
FOREST CITY RLTY TR INC COM 345605109 6,173 270,605 SH   SOLE   0 270,605 0
FRANKS INTL N V COM N33462107 14,372 1,842,530 SH   SOLE   0 806,660 1,035,870
GENTEX CORP COM 371901109 15,088 655,427 SH   SOLE   0 430,560 224,867
GRAPHIC PACKAGING HLDG CO COM 388689101 24,534 1,690,861 SH   SOLE   0 1,034,464 656,397
HCA HEALTHCARE INC COM 40412C101 431 4,200 SH   SOLE   0 0 4,200
HOME DEPOT INC COM 437076102 858 4,400 SH   SOLE   0 0 4,400
HONEYWELL INTL INC COM 438516106 1,311 9,100 SH   SOLE   0 0 9,100
HOUGHTON MIFFLIN HARCOURT CO COM 44157R109 1,371 179,222 SH   SOLE   0 122,448 56,774
INGERSOLL-RAND PLC COM G47791101 1,140 12,700 SH   SOLE   0 0 12,700
INTERDIGITAL INC COM 45867G101 49,312 609,544 SH   SOLE   0 373,024 236,520
IQVIA HLDGS INC COM 46266C105 372 3,725 SH   SOLE   0 0 3,725
JEFFERIES FINL GROUP INC COM 47233W109 443,088 19,484,947 SH   SOLE   0 3,704,214 15,780,733
JPMORGAN CHASE & CO COM 46625H100 1,667 16,000 SH   SOLE   0 0 16,000
KINDER MORGAN INC DEL COM 49456B101 287,717 16,282,820 SH   SOLE   0 4,344,325 11,938,495
KKR & CO INC CL A COM 48251W104 870 35,000 SH   SOLE   0 0 35,000
LABORATORY CORP AMER HLDGS COM 50540R409 3,228 17,980 SH   SOLE   0 0 17,980
LENNAR CORP CL A COM 526057104 835 15,900 SH   SOLE   0 0 15,900
LOWE'S COS INC COM 548661107 1,290 13,500 SH   SOLE   0 0 13,500
LPL FINL HLDGS INC COM 50212V100 227,902 3,477,302 SH   SOLE   0 326,457 3,150,845
MADISON SQUARE GARDEN CO COM 55825T103 1,249 4,025 SH   SOLE   0 0 4,025
MARRIOTT INTL INC COM 571903202 354 2,800 SH   SOLE   0 0 2,800
MASTERCARD INCORPORATED CL A COM 57636Q104 1,120 5,700 SH   SOLE   0 0 5,700
MATSON INC COM 57686G105 5,653 147,293 SH   SOLE   0 93,689 53,604
MEDNAX INC COM 58502B106 2,448 56,570 SH   SOLE   0 0 56,570
MEDTRONIC INC COM G5960L103 766 8,950 SH   SOLE   0 0 8,950
MICROSOFT CORP COM 594918104 453,931 4,603,300 SH   SOLE   0 1,086,003 3,517,297
MONDELEZ INTL INC COM 609207105 223,146 5,442,594 SH   SOLE   0 1,035,932 4,406,662
MORGAN STANLEY COM 617446448 540 11,400 SH   SOLE   0 0 11,400
MYLAN NV COM N59465109 338,607 9,369,310 SH   SOLE   0 1,742,310 7,627,000
NETFLIX INC COM 64110L106 548 1,400 SH   SOLE   0 0 1,400
NEXEO SOLUTIONS INC COM 65342H102 233,081 25,529,169 SH   SOLE   0 3,970,157 21,559,012
NOBLE ENERGY INC COM 655044105 35,215 998,159 SH   SOLE   0 623,833 374,326
NORTHROP GRUMMAN CORP COM 666807102 723 2,350 SH   SOLE   0 0 2,350
O'REILLY AUTOMOTIVE, INC. COM 67103H107 3,876 14,170 SH   SOLE   0 0 14,170
ORACLE CORPORATION COM 68389X105 776,986 17,634,720 SH   SOLE   0 4,321,180 13,313,540
ORION ENGINEERED CARBONS COM L72967109 44,815 1,452,665 SH   SOLE   0 1,452,665 0
OWENS ILLINOIS INC COM 690768403 164,227 9,769,610 SH   SOLE   0 856,710 8,912,900
PAR PACIFIC HOLDINGS INC. COM 69888T207 1,615 92,946 SH   SOLE   0 92,946 0
PATTERSON-UTI ENERGY INC COM 703481101 23,951 1,330,599 SH   SOLE   0 819,095 511,504
PAYPAL HLDGS INC COM 70450Y103 391 4,700 SH   SOLE   0 0 4,700
PG&E CORP COM 69331C108 203,644 4,784,862 SH   SOLE   0 1,300,788 3,484,074
PHI INC COM NON VTG COM 69336T205 506 49,773 SH   SOLE   0 49,773 0
PHILIP MORRIS INTL INC COM 718172109 11,535 142,862 SH   SOLE   0 142,862 0
RAYTHEON CO COM 755111507 705 3,650 SH   SOLE   0 0 3,650
REGIS CORP COM 758932107 10,041 607,088 SH   SOLE   0 607,088 0
ROWAN COMPANIES PLC COM G7665A101 35,935 2,215,468 SH   SOLE   0 1,378,859 836,609
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 751 7,250 SH   SOLE   0 0 7,250
RUSH ENTERPRISES INC CL A COM 781846209 4,998 115,223 SH   SOLE   0 115,223 0
SALESFORCE COM COM 79466L302 409 3,000 SH   SOLE   0 0 3,000
SERVICEMASTER GLOBAL HLDGS INC COM 81761R109 2,449 41,174 SH   SOLE   0 41,174 0
SM ENERGY COMPANY COM 78454L100 52,010 2,024,522 SH   SOLE   0 1,221,619 802,903
SPIRIT AIRLINES INC COM 848577102 28,085 772,620 SH   SOLE   0 475,976 296,644
TE CONNECTIVITY LTD COM H84989104 446,940 4,962,690 SH   SOLE   0 931,100 4,031,590
TENNECO INC COM 880349105 22,198 504,965 SH   SOLE   0 314,021 190,944
THERMO FISHER SCIENTIFIC INC COM 883556102 258,657 1,248,706 SH   SOLE   0 235,526 1,013,180
TWENTY FIRST CENTY FOX INC CL COM 90130A101 745 15,000 SH   SOLE   0 0 15,000
TWENTY FIRST CENTY FOX INC CL COM 90130A200 5,602 113,710 SH   SOLE   0 0 113,710
UNION PACIFIC CORP COM 907818108 1,388 9,800 SH   SOLE   0 0 9,800
UNITED PARCEL SERVICE INC CL B COM 911312106 818 7,700 SH   SOLE   0 0 7,700
UNITED TECHNOLOGIES CORP COM 913017109 533,322 4,265,550 SH   SOLE   0 809,029 3,456,521
UNITEDHEALTH GROUP INC COM 91324P102 1,595 6,500 SH   SOLE   0 0 6,500
VEECO INSTRUMENTS INC COM 922417100 16,324 1,145,525 SH   SOLE   0 668,441 477,084
VISA INC - CL A COM 92826C839 1,411 10,650 SH   SOLE   0 0 10,650
WELLS FARGO & COMPANY COM 949746101 297,838 5,372,257 SH   SOLE   0 1,281,293 4,090,964
WESTERN DIGITAL CORP. COM 958102105 47,846 618,089 SH   SOLE   0 385,735 232,354
WILLIS TOWERS WATSON COM G96629103 622 4,100 SH   SOLE   0 0 4,100
58 COM INC ADR 31680Q104 33,543 483,741 SH   SOLE   0 483,741 0
ALIBABA GROUP HLDG LTD SP ADR ADR 01609W102 413 2,225 SH   SOLE   0 0 2,225
BAIDU INC SPON ADR REP A ADR 056752108 502,810 2,069,178 SH   SOLE   0 436,349 1,632,829
JD COM INC SPON ADR CL A ADR 47215P106 65,776 1,688,741 SH   SOLE   0 323,986 1,364,755
NASPERS LTD SPONSORED ADR ADR 631512209 417 8,325 SH   SOLE   0 0 8,325
RYANAIR HOLDINGS PLC - SP ADR ADR 783513203 4,241 37,123 SH   SOLE   0 37,123 0
TENCENT HLDGS LTD ADR ADR 88032Q109 794 15,800 SH   SOLE   0 0 15,800
ALTABA INC MFUS 021346101 502,302 6,861,114 SH   SOLE   0 2,002,694 4,858,420
HORNBECK OFFSHORE SVCS INC CV 440543AN6 4,242 4,991,000 PRN   SOLE   0 4,991,000 0
AMERICAN INTL GROUP WT WT 026874156 32,142 2,216,715 SH   SOLE   0 2,216,715 0
NEXEO SOLUTIONS INC WT WT 65342H110 51 89,388 SH   SOLE   0 89,388 0