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
AFFILIATED MANAGERS GROUP IN COM 008252108 116,959 1,710,430 SH   SOLE   1,710,430 0 0
ALLEGHANY CORP DEL COM 017175100 37,210 71,495 SH   SOLE   71,495 0 0
AMERICAN EXPRESS CO COM 025816109 72,825 726,430 SH   SOLE   726,430 0 0
AUTOZONE INC COM 053332102 33,908 28,793 SH   SOLE   28,793 0 0
BAKER HUGHES COMPANY CL A 05722G100 52,133 3,922,738 SH   SOLE   3,922,738 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 47,064 221,020 SH   SOLE   221,020 0 0
BOOKING HOLDINGS INC COM 09857L108 43,275 25,297 SH   SOLE   25,297 0 0
CARMAX INC COM 143130102 41,902 455,900 SH   SOLE   455,900 0 0
CITIGROUP INC COM NEW 172967424 86,280 2,001,396 SH   SOLE   2,001,396 0 0
COMCAST CORP NEW CL A 20030N101 61,096 1,320,699 SH   SOLE   1,320,699 0 0
CVS HEALTH CORP COM 126650100 81,031 1,387,509 SH   SOLE   1,387,509 0 0
EBAY INC. COM 278642103 44,221 848,767 SH   SOLE   848,767 0 0
EXXON MOBIL CORP COM 30231G102 69,021 2,010,525 SH   SOLE   2,010,525 0 0
FRANKLIN RESOURCES INC COM 354613101 60,814 2,988,394 SH   SOLE   2,988,394 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 88,029 438,023 SH   SOLE   438,023 0 0
HARLEY DAVIDSON INC COM 412822108 69,324 2,824,958 SH   SOLE   2,824,958 0 0
INVESCO LTD SHS G491BT108 40,460 3,545,977 SH   SOLE   3,545,977 0 0
KT CORP SPONSORED ADR 48268K101 49,391 5,139,525 SH   SOLE   5,139,525 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 36,415 516,600 SH   SOLE   516,600 0 0
MORGAN STANLEY COM NEW 617446448 91,312 1,888,566 SH   SOLE   1,888,566 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 60,608 4,274,174 SH   SOLE   4,274,174 0 0
SCHLUMBERGER LTD COM 806857108 93,588 6,014,665 SH   SOLE   6,014,665 0 0
SOUTHWEST AIRLS CO COM 844741108 35,354 942,780 SH   SOLE   942,780 0 0
STATE STR CORP COM 857477103 54,334 915,800 SH   SOLE   915,800 0 0
TE CONNECTIVITY LTD REG SHS H84989104 11,619 118,877 SH   SOLE   118,877 0 0
UNITED NAT FOODS INC COM 911163103 44,679 3,004,639 SH   SOLE   3,004,639 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 48,337 1,345,680 SH   SOLE   1,345,680 0 0
WELLS FARGO CO NEW COM 949746101 72,426 3,080,658 SH   SOLE   3,080,658 0 0