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 182,830 1,297,130 SH   SOLE   1,297,130 0 0
AMERICAN EXPRESS CO COM 025816109 52,945 283,130 SH   SOLE   283,130 0 0
AUTOLIV INC COM 052800109 52,430 685,900 SH   SOLE   685,900 0 0
AUTOZONE INC COM 053332102 53,349 26,093 SH   SOLE   26,093 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 43,591 123,520 SH   SOLE   123,520 0 0
BORGWARNER INC COM 099724106 59,287 1,524,100 SH   SOLE   1,524,100 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 40,495 554,500 SH   SOLE   554,500 0 0
CARMAX INC COM 143130102 62,230 645,000 SH   SOLE   645,000 0 0
CIGNA CORP NEW COM 125523100 22,092 92,200 SH   SOLE   92,200 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 33,224 240,300 SH   SOLE   240,300 0 0
CISCO SYS INC COM 17275R102 23,040 413,200 SH   SOLE   413,200 0 0
CITIGROUP INC COM NEW 172967424 77,024 1,442,396 SH   SOLE   1,442,396 0 0
COMCAST CORP NEW CL A 20030N101 58,314 1,245,499 SH   SOLE   1,245,499 0 0
CVS HEALTH CORP COM 126650100 127,779 1,262,509 SH   SOLE   1,262,509 0 0
EBAY INC. COM 278642103 96,052 1,677,467 SH   SOLE   1,677,467 0 0
EXXON MOBIL CORP COM 30231G102 130,090 1,575,125 SH   SOLE   1,575,125 0 0
FEDEX CORP COM 31428X106 36,698 158,600 SH   SOLE   158,600 0 0
HARLEY DAVIDSON INC COM 412822108 72,265 1,834,131 SH   SOLE   1,834,131 0 0
INVESCO LTD SHS G491BT108 56,231 2,438,477 SH   SOLE   2,438,477 0 0
KT CORP SPONSORED ADR 48268K101 57,201 3,988,909 SH   SOLE   3,988,909 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 53,051 2,079,600 SH   SOLE   2,079,600 0 0
LOCKHEED MARTIN CORP COM 539830109 65,195 147,700 SH   SOLE   147,700 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 59,060 574,400 SH   SOLE   574,400 0 0
MICRON TECHNOLOGY INC COM 595112103 28,477 365,600 SH   SOLE   365,600 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 16,308 598,696 SH   SOLE   598,696 0 0
NORTHROP GRUMMAN CORP COM 666807102 53,485 119,594 SH   SOLE   119,594 0 0
QURATE RETAIL INC COM SER A 74915M100 39,538 8,306,400 SH   SOLE   8,306,400 0 0
SCHLUMBERGER LTD COM STK 806857108 117,255 2,838,426 SH   SOLE   2,838,426 0 0
SOUTHWEST AIRLS CO COM 844741108 91,166 1,990,519 SH   SOLE   1,990,519 0 0
STATE STR CORP COM 857477103 48,482 556,500 SH   SOLE   556,500 0 0
SYSCO CORP COM 871829107 52,559 643,711 SH   SOLE   643,711 0 0
UNITED NAT FOODS INC COM 911163103 132,181 3,196,634 SH   SOLE   3,196,634 0 0
VONTIER CORPORATION COM 928881101 49,975 1,968,300 SH   SOLE   1,968,300 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 84,423 1,885,700 SH   SOLE   1,885,700 0 0
WELLS FARGO CO NEW COM 949746101 96,916 1,999,913 SH   SOLE   1,999,913 0 0