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
3M CO COM 88579Y101 283,181 1,290 SH   SOLE   1 0 1
ADIENT PLC ORD SHS G0084W101 3,325,106 55,641 SH   SOLE   1 0 1
AERCAP HOLDINGS NV SHS N00985106 3,551,617 70,024 SH   SOLE   1 0 1
AGCO CORP COM 001084102 2,328,245 35,902 SH   SOLE   1 0 1
ALLEGHANY CORP DEL COM 017175100 3,463,598 5,637 SH   SOLE   1 0 1
AMERICAN EXPRESS CO COM 025816109 258,040 2,766 SH   SOLE   1 0 1
AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 308,320 18,800 SH   SOLE   1 0 1
AMERICAN INTL GROUP INC COM NEW 026874784 4,328,676 79,542 SH   SOLE   1 0 1
APPLE INC COM 037833100 484,127 2,885 SH   SOLE   1 0 1
AT&T INC COM 00206R102 600,888 16,855 SH   SOLE   1 0 1
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,815,427 39,179 SH   SOLE   1 0 1
BERKSHIRE HATHAWAY INC DEL CL A 084670108 1,196,400 4 SH   SOLE   1 0 1
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 4,490,733 115,147 SH   SOLE   1 0 1
CINCINNATI FINL CORP COM 172062101 469,624 6,324 SH   SOLE   1 0 1
CVS HEALTH CORP COM 126650100 3,411,596 54,840 SH   SOLE   1 0 1
DIAGEO P L C SPON ADR NEW 25243Q205 202,588 1,496 SH   SOLE   1 0 1
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 214,349 10,981 SH   SOLE   1 0 1
ENCOMPASS HEALTH CORP COM 29261A100 234,111 4,095 SH   SOLE   1 0 1
EXXON MOBIL CORP COM 30231G102 910,487 12,203 SH   SOLE   1 0 1
GENERAL ELECTRIC CO COM 369604103 276,888 20,541 SH   SOLE   1 0 1
GREENLIGHT CAPITAL RE LTD CLASS A G4095J109 1,233,667 76,864 SH   SOLE   1 0 1
GROUP 1 AUTOMOTIVE INC COM 398905109 2,269,716 34,737 SH   SOLE   1 0 1
HOME DEPOT INC COM 437076102 410,843 2,305 SH   SOLE   1 0 1
HONEYWELL INTL INC COM 438516106 369,801 2,559 SH   SOLE   1 0 1
INTERNATIONAL BUSINESS MACHS COM 459200101 383,575 2,500 SH   SOLE   1 0 1
JOHNSON & JOHNSON COM 478160104 712,714 5,562 SH   SOLE   1 0 1
JPMORGAN CHASE & CO COM 46625H100 6,412,067 58,307 SH   SOLE   1 0 1
LEUCADIA NATL CORP COM 527288104 4,013,891 176,590 SH   SOLE   1 0 1
LIBERTY GLOBAL PLC SHS CL C G5480U120 4,346,073 142,822 SH   SOLE   1 0 1
LUXOFT HLDG INC ORD SHS CL A G57279104 3,102,249 75,757 SH   SOLE   1 0 1
MCDONALDS CORP COM 580135101 226,752 1,450 SH   SOLE   1 0 1
MCKESSON CORP COM 58155Q103 4,271,742 30,324 SH   SOLE   1 0 1
MICROSOFT CORP COM 594918104 348,689 3,820 SH   SOLE   1 0 1
MONSANTO CO NEW COM 61166W101 2,199,607 18,850 SH   SOLE   1 0 1
NORFOLK SOUTHERN CORP COM 655844108 438,026 3,226 SH   SOLE   1 0 1
OAKTREE CAP GROUP LLC UNIT CL A 674001201 946,321 23,897 SH   SOLE   1 0 1
PERRIGO CO PLC SHS G97822103 3,550,951 42,608 SH   SOLE   1 0 1
RENAISSANCERE HOLDINGS LTD COM G7496G103 2,481,545 17,916 SH   SOLE   1 0 1
SOUTHERN CO COM 842587107 516,627 11,568 SH   SOLE   1 0 1
SYNCHRONY FINL COM 87165B103 3,780,105 112,738 SH   SOLE   1 0 1
TWENTY FIRST CENTY FOX INC CL B 90130A200 4,793,493 131,798 SH   SOLE   1 0 1
WELLS FARGO CO NEW COM 949746101 202,198 3,858 SH   SOLE   1 0 1