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

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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
AerCap Holdings NV COM N00985106 349,474 7,667,260 SH   SOLE   5,695,974 0 1,971,286
Alphabet Inc Cl A COM 02079K305 264,910 151,149 SH   SOLE   116,553 0 34,596
Alphabet Inc Cl C COM 02079K107 2,529,024 1,443,606 SH   SOLE   1,081,105 0 362,501
Amazon.com Inc COM 023135106 1,863,869 572,278 SH   SOLE   426,178 0 146,100
American International Group COM 026874784 500 13,200 SH   SOLE   13,200 0 0
Anthem Inc COM 036752103 787,633 2,452,999 SH   SOLE   1,826,329 0 626,670
Aon PLC COM G0403H108 1,511,175 7,152,814 SH   SOLE   5,405,740 0 1,747,074
Bank of America Corp COM 060505104 4,195 138,415 SH   SOLE   95,882 0 42,533
Bank of New York Mellon Corp COM 064058100 509 12,000 SH   SOLE   12,000 0 0
Berkshire Hathaway Inc-Cl A COM 084670108 7,652 22 SH   SOLE   22 0 0
Berkshire Hathaway Inc-Cl B COM 084670702 1,649,287 7,112,981 SH   SOLE   5,386,535 0 1,726,446
Capital One Financial Corp COM 14040H105 404,153 4,088,553 SH   SOLE   3,099,817 0 988,736
Charter Communications Inc-A COM 16119P108 247,719 374,452 SH   SOLE   272,105 0 102,347
Citigroup Inc COM 172967424 1,385,213 22,465,341 SH   SOLE   17,104,778 0 5,360,563
Comcast Corp-Class A COM 20030N101 2,197,854 41,943,781 SH   SOLE   31,493,740 0 10,450,041
ConocoPhillips COM 20825C104 224 5,600 SH   SOLE   5,600 0 0
Constellation Pharmaceutical COM 210373106 249 8,639 SH   SOLE   0 0 8,639
Dish Network Corp Cl A COM 25470M109 500,317 15,470,532 SH   SOLE   11,653,860 0 3,816,672
Ecolab Inc COM 278865100 5,724 26,454 SH   SOLE   3,350 0 23,104
Facebook Inc-A COM 30303M102 1,530,549 5,603,121 SH   SOLE   4,209,306 0 1,393,815
Fidelity National Information COM 31620M106 858 6,065 SH   SOLE   468 0 5,597
Financial Select Sector SPDR COM 81369Y605 766 25,999 SH   SOLE   13,347 0 12,652
First Citizens BancShares COM 31946m103 896 1,560 SH   SOLE   0 0 1,560
Fox Corp Cl A COM 35137L105 388 13,333 SH   SOLE   13,333 0 0
General Electric Co COM 369604103 1,351,127 125,104,355 SH   SOLE   99,311,237 0 25,793,118
General Motors Co COM 37045V100 712,410 17,108,788 SH   SOLE   12,774,022 0 4,334,766
Goldman Sachs Group Inc COM 38141G104 1,375,849 5,217,279 SH   SOLE   3,904,112 0 1,313,167
Hexcel Corp COM 428291108 40,658 838,473 SH   SOLE   586,549 0 251,924
Hilton Worldwide Holdings Inc COM 43300A203 974,281 8,756,792 SH   SOLE   6,535,123 0 2,221,669
Interactive Brokers Group, Inc COM 45841N107 1,005 16,500 SH   SOLE   0 0 16,500
Intl Business Machines Corp COM 459200101 340 2,700 SH   SOLE   2,700 0 0
iShares Russell 1000 Value COM 464287598 9,703 70,966 SH   SOLE   70,966 0 0
JPMorgan Chase & Co COM 46625H100 1,357 10,677 SH   SOLE   10,209 0 468
Liberty Broadband-A COM 530307107 129,703 823,093 SH   SOLE   747,218 0 75,875
Liberty Broadband-C COM 530307305 1,304,091 8,234,459 SH   SOLE   6,091,091 0 2,143,368
Liberty Global Plc-A COM G5480U104 376 15,526 SH   SOLE   0 0 15,526
Liberty Global Plc-Series C COM G5480U120 1,978 83,619 SH   SOLE   69,404 0 14,215
Liberty TripAdvisor Hdg-A COM 531465102 54 12,439 SH   SOLE   10,249 0 2,190
LyondellBasell Industries-Cl A COM N53745100 305,938 3,337,753 SH   SOLE   2,478,844 0 858,909
Marriott International -Cl A COM 571903202 1,641,766 12,445,166 SH   SOLE   9,249,936 0 3,195,230
Microsoft Corp COM 594918104 2,614,500 11,754,790 SH   SOLE   8,783,692 0 2,971,098
Morgan Stanley COM 617446448 894,250 13,049,030 SH   SOLE   9,965,134 0 3,083,896
Netflix Inc COM 64110L106 890,765 1,647,338 SH   SOLE   1,239,603 0 407,735
Oracle Corp COM 68389X105 7,282 112,573 SH   SOLE   27,500 0 85,073
SPDR S&P 500 ETF Trust COM 78462F103 17,035 45,563 SH   SOLE   44,330 0 1,233
Thermo Fisher Scientific Inc COM 883556102 13,407 28,785 SH   SOLE   1,296 0 27,489
Travelers Companies, Inc COM 89417E109 969 6,900 SH   SOLE   6,900 0 0
Tripadvisor Inc COM 896945201 1,020 35,437 SH   SOLE   19,799 0 15,638
UnitedHealth Group Inc COM 91324P102 1,192,215 3,399,724 SH   SOLE   2,595,570 0 804,154
W R Berkley Corp COM 084423102 3,647 54,910 SH   SOLE   0 0 54,910
Wabtec Corp COM 929740108 280,429 3,831,004 SH   SOLE   2,858,911 0 972,093
Walt Disney Co/The COM 254687106 856,730 4,728,615 SH   SOLE   3,465,816 0 1,262,799
Wells Fargo & Co COM 949746101 1,385,562 45,909,954 SH   SOLE   34,907,389 0 11,002,565
Woodward Inc COM 980745103 212,428 1,747,944 SH   SOLE   1,325,477 0 422,467