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
AFFILIATED MANAGERS GROUP IN COM 008252108 216,690 1,434,175 SH   SOLE   1,434,175 0 0
ALLEGHANY CORP DEL COM 017175100 25,972 41,595 SH   SOLE   41,595 0 0
AMERICAN EXPRESS CO COM 025816109 74,506 444,730 SH   SOLE   444,730 0 0
AUTOLIV INC COM 052800109 56,661 661,000 SH   SOLE   661,000 0 0
AUTOZONE INC COM 053332102 48,720 28,693 SH   SOLE   28,693 0 0
BAKER HUGHES COMPANY CL A 05722G100 55,569 2,247,038 SH   SOLE   2,247,038 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 44,877 164,420 SH   SOLE   164,420 0 0
BORGWARNER INC COM 099724106 48,516 1,122,800 SH   SOLE   1,122,800 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 34,106 576,400 SH   SOLE   576,400 0 0
CARMAX INC COM 143130102 43,894 343,027 SH   SOLE   343,027 0 0
CISCO SYS INC COM 17275R102 19,067 350,300 SH   SOLE   350,300 0 0
CITIGROUP INC COM NEW 172967424 113,649 1,619,396 SH   SOLE   1,619,396 0 0
COMCAST CORP NEW CL A 20030N101 53,033 948,199 SH   SOLE   948,199 0 0
CVS HEALTH CORP COM 126650100 132,569 1,562,209 SH   SOLE   1,562,209 0 0
EBAY INC. COM 278642103 98,212 1,409,667 SH   SOLE   1,409,667 0 0
EXXON MOBIL CORP COM 30231G102 131,911 2,242,625 SH   SOLE   2,242,625 0 0
FRANKLIN RESOURCES INC COM 354613101 16,223 545,847 SH   SOLE   545,847 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 36,300 96,023 SH   SOLE   96,023 0 0
HARLEY DAVIDSON INC COM 412822108 78,358 2,140,331 SH   SOLE   2,140,331 0 0
INVESCO LTD SHS G491BT108 81,819 3,393,577 SH   SOLE   3,393,577 0 0
KT CORP SPONSORED ADR 48268K101 57,079 4,190,809 SH   SOLE   4,190,809 0 0
LOCKHEED MARTIN CORP COM 539830109 44,212 128,114 SH   SOLE   128,114 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 40,384 430,300 SH   SOLE   430,300 0 0
MICRON TECHNOLOGY INC COM 595112103 17,426 245,500 SH   SOLE   245,500 0 0
MORGAN STANLEY COM NEW 617446448 47,396 487,066 SH   SOLE   487,066 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 69,055 3,598,496 SH   SOLE   3,598,496 0 0
NORTHROP GRUMMAN CORP COM 666807102 40,119 111,394 SH   SOLE   111,394 0 0
SCHLUMBERGER LTD COM STK 806857108 154,203 5,202,526 SH   SOLE   5,202,526 0 0
SOUTHWEST AIRLS CO COM 844741108 84,027 1,633,819 SH   SOLE   1,633,819 0 0
STATE STR CORP COM 857477103 63,760 752,600 SH   SOLE   752,600 0 0
SYSCO CORP COM 871829107 9,733 123,983 SH   SOLE   123,983 0 0
UNITED NAT FOODS INC COM 911163103 173,331 3,579,734 SH   SOLE   3,579,734 0 0
VONTIER CORPORATION COM 928881901 16,558 492,800 SH   SOLE   492,800 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 88,139 1,873,300 SH   SOLE   1,873,300 0 0
WELLS FARGO CO NEW COM 949746101 103,112 2,221,758 SH   SOLE   2,221,758 0 0