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 230,204 1,399,330 SH   SOLE   1,399,330 0 0
ALLEGHANY CORP MD COM 017175100 27,435 41,095 SH   SOLE   41,095 0 0
AMERICAN EXPRESS CO COM 025816109 69,388 424,130 SH   SOLE   424,130 0 0
AUTOLIV INC COM 052800109 65,459 633,000 SH   SOLE   633,000 0 0
AUTOZONE INC COM 053332102 58,265 27,793 SH   SOLE   27,793 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 47,487 158,820 SH   SOLE   158,820 0 0
BORGWARNER INC COM 099724106 67,267 1,492,500 SH   SOLE   1,492,500 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 34,692 556,400 SH   SOLE   556,400 0 0
CARMAX INC COM 143130102 48,055 369,000 SH   SOLE   369,000 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 22,380 192,004 SH   SOLE   192,004 0 0
CISCO SYS INC COM 17275R102 21,248 335,300 SH   SOLE   335,300 0 0
CITIGROUP INC COM NEW 172967424 93,804 1,553,296 SH   SOLE   1,553,296 0 0
COMCAST CORP NEW CL A 20030N101 45,820 910,399 SH   SOLE   910,399 0 0
CVS HEALTH CORP COM 126650100 154,576 1,498,409 SH   SOLE   1,498,409 0 0
EBAY INC. COM 278642103 89,906 1,351,967 SH   SOLE   1,351,967 0 0
EXXON MOBIL CORP COM 30231G102 131,695 2,152,225 SH   SOLE   2,152,225 0 0
HARLEY DAVIDSON INC COM 412822108 77,398 2,053,531 SH   SOLE   2,053,531 0 0
INVESCO LTD SHS G491BT108 62,174 2,700,877 SH   SOLE   2,700,877 0 0
KT CORP SPONSORED ADR 48268K101 50,495 4,017,109 SH   SOLE   4,017,109 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 39,491 1,423,600 SH   SOLE   1,423,600 0 0
LOCKHEED MARTIN CORP COM 539830109 54,271 152,700 SH   SOLE   152,700 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 57,109 619,200 SH   SOLE   619,200 0 0
MICRON TECHNOLOGY INC COM 595112103 23,837 255,900 SH   SOLE   255,900 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 70,784 3,451,196 SH   SOLE   3,451,196 0 0
NORTHROP GRUMMAN CORP COM 666807102 52,678 136,094 SH   SOLE   136,094 0 0
QURATE RETAIL INC COM SER A 74915M100 37,653 4,954,400 SH   SOLE   4,954,400 0 0
SCHLUMBERGER LTD COM STK 806857108 129,558 4,325,826 SH   SOLE   4,325,826 0 0
SOUTHWEST AIRLS CO COM 844741108 85,916 2,005,519 SH   SOLE   2,005,519 0 0
STATE STR CORP COM 857477103 55,744 599,400 SH   SOLE   599,400 0 0
SYSCO CORP COM 871829107 37,304 474,911 SH   SOLE   474,911 0 0
UNITED NAT FOODS INC COM 911163103 149,548 3,047,034 SH   SOLE   3,047,034 0 0
VONTIER CORPORATION COM 928881101 31,166 1,014,200 SH   SOLE   1,014,200 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 93,825 1,798,800 SH   SOLE   1,798,800 0 0
WELLS FARGO CO NEW COM 949746101 103,697 2,161,258 SH   SOLE   2,161,258 0 0