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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 32,233 123,398 SH   SOLE   115,434 0 7,964
AMERCO COM 023586100 42,064 92,660 SH   SOLE   86,667 0 5,993
AMERICAN EXPRESS CO COM 025816109 103,047 852,264 SH   SOLE   797,676 0 54,588
AMGEN INC COM 031162100 90,424 393,286 SH   SOLE   367,793 0 25,493
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 50,127 216,184 SH   SOLE   202,133 0 14,051
BK OF AMERICA CORP COM 060505104 71,747 2,367,122 SH   SOLE   2,214,802 0 152,320
CARTERS INC COM 146229109 28,288 300,713 SH   SOLE   281,180 0 19,533
CHEVRON CORP NEW COM 166764100 48,319 572,162 SH   SOLE   535,265 0 36,897
COMCAST CORP NEW CL A 20030N101 62,519 1,193,113 SH   SOLE   1,115,884 0 77,229
CONOCOPHILLIPS COM 20825C104 43,076 1,077,157 SH   SOLE   1,006,966 0 70,191
CONTINENTAL RES INC COM 212015101 50,428 3,093,762 SH   SOLE   2,892,990 0 200,772
CREDIT ACCEP CORP MICH COM 225310101 28,284 81,713 SH   SOLE   76,468 0 5,245
D R HORTON INC COM 23331A109 50,476 732,385 SH   SOLE   685,259 0 47,126
DISCOVERY INC COM SER A 25470F104 113,627 3,776,248 SH   SOLE   3,534,927 0 241,321
DISNEY WALT CO COM 254687106 54,840 302,684 SH   SOLE   283,086 0 19,598
EBAY INC. COM 278642103 73,565 1,463,987 SH   SOLE   1,369,291 0 94,696
HOME DEPOT INC COM 437076102 67,235 253,124 SH   SOLE   236,956 0 16,168
JPMORGAN CHASE & CO COM 46625H100 82,130 646,339 SH   SOLE   604,638 0 41,701
LENNAR CORP CL A 526057104 99,683 1,307,656 SH   SOLE   1,224,460 0 83,196
LIBERTY GLOBAL PLC SHS CL C G5480U120 215 9,078 SH   SOLE   9,078 0 0
MACERICH CO COM 554382101 53,160 4,982,228 SH   SOLE   4,655,273 0 326,955
MERCK & CO. INC COM 58933Y105 57,520 703,173 SH   SOLE   657,189 0 45,984
NVR INC COM 62944T105 105,660 25,898 SH   SOLE   24,183 0 1,715
OCCIDENTAL PETE CORP *W EXP 08/03/202 674599162 318 46,675 SH   SOLE   46,675 0 0
PFIZER INC COM 717081103 42,660 1,158,934 SH   SOLE   1,083,160 0 75,774
QUALCOMM INC COM 747525103 65,356 429,016 SH   SOLE   401,072 0 27,944
SIMON PPTY GROUP INC NEW COM 828806109 51,293 601,461 SH   SOLE   562,766 0 38,695
SPDR S&P 500 ETF TR TR UNIT 78462F103 505 1,352 SH   SOLE   1,352 0 0
STARBUCKS CORP COM 855244109 14,213 132,852 SH   SOLE   124,397 0 8,455
TARGET CORP COM 87612E106 125,889 713,130 SH   SOLE   666,541 0 46,589
ULTA BEAUTY INC COM 90384S303 18,053 62,869 SH   SOLE   58,758 0 4,111
VIATRIS INC COM 92556V106 2,690 143,553 SH   SOLE   134,152 0 9,401