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 293,113 1,490 SH   SOLE   1 0 1
ADIENT PLC ORD SHS G0084W101 2,988,047 60,745 SH   SOLE   1 0 1
AERCAP HOLDINGS NV SHS N00985106 4,099,967 75,715 SH   SOLE   1 0 1
AGCO CORP COM 001084102 2,295,762 37,809 SH   SOLE   1 0 1
ALLEGHANY CORP DEL COM 017175100 3,468,219 6,032 SH   SOLE   1 0 1
AMERICAN EXPRESS CO COM 025816109 271,187 2,767 SH   SOLE   1 0 1
AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 242,150 16,700 SH   SOLE   1 0 1
AMERICAN INTL GROUP INC COM NEW 026874784 4,585,859 86,493 SH   SOLE   1 0 1
APPLE INC COM 037833100 534,503 2,887 SH   SOLE   1 0 1
AT&T INC COM 00206R102 598,574 18,641 SH   SOLE   1 0 1
BERKSHIRE HATHAWAY INC DEL CL A 084670108 1,128,160 4 SH   SOLE   1 0 1
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,666,462 41,074 SH   SOLE   1 0 1
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 5,049,054 124,545 SH   SOLE   1 0 1
CHEVRON CORP NEW COM 166764100 212,529 1,681 SH   SOLE   1 0 1
CINCINNATI FINL CORP COM 172062101 425,819 6,369 SH   SOLE   1 0 1
CVS HEALTH CORP COM 126650100 3,861,965 60,015 SH   SOLE   1 0 1
DIAGEO P L C SPON ADR NEW 25243Q205 215,439 1,496 SH   SOLE   1 0 1
DISCOVERY INC COM SER C 25470F302 259,794 10,188 SH   SOLE   1 0 1
ENCOMPASS HEALTH CORP COM 29261A100 271,896 4,015 SH   SOLE   1 0 1
EXPRESS SCRIPTS HLDG CO COM 30219G108 3,653,114 47,314 SH   SOLE   1 0 1
EXXON MOBIL CORP COM 30231G102 1,009,083 12,197 SH   SOLE   1 0 1
GENERAL ELECTRIC CO COM 369604103 271,952 19,982 SH   SOLE   1 0 1
GREENLIGHT CAPITAL RE LTD CLASS A G4095J109 1,236,082 87,048 SH   SOLE   1 0 1
GROUP 1 AUTOMOTIVE INC COM 398905109 2,384,172 37,844 SH   SOLE   1 0 1
HOME DEPOT INC COM 437076102 449,706 2,305 SH   SOLE   1 0 1
HONEYWELL INTL INC COM 438516106 368,624 2,559 SH   SOLE   1 0 1
INTERNATIONAL BUSINESS MACHS COM 459200101 349,250 2,500 SH   SOLE   1 0 1
JEFFERIES FINL GROUP INC COM 47233W109 3,975,179 174,810 SH   SOLE   1 0 1
JOHNSON & JOHNSON COM 478160104 675,002 5,563 SH   SOLE   1 0 1
JPMORGAN CHASE & CO COM 46625H100 516,268 4,955 SH   SOLE   1 0 1
KKR & CO L P DEL COM UNITS 48248M102 2,861,353 115,145 SH   SOLE   1 0 1
LGI HOMES INC COM 50187T106 3,045,546 52,755 SH   SOLE   1 0 1
LIBERTY GLOBAL PLC SHS CL C G5480U120 4,071,809 153,018 SH   SOLE   1 0 1
LUXOFT HLDG INC ORD SHS CL A G57279104 3,048,048 82,715 SH   SOLE   1 0 1
MCDONALDS CORP COM 580135101 227,494 1,452 SH   SOLE   1 0 1
MCKESSON CORP COM 58155Q103 4,366,849 32,735 SH   SOLE   1 0 1
MICROSOFT CORP COM 594918104 377,076 3,824 SH   SOLE   1 0 1
NORFOLK SOUTHERN CORP COM 655844108 486,707 3,226 SH   SOLE   1 0 1
OAKTREE CAP GROUP LLC UNIT CL A 674001201 1,174,948 28,904 SH   SOLE   1 0 1
PERRIGO CO PLC SHS G97822103 3,383,753 46,410 SH   SOLE   1 0 1
RENAISSANCERE HOLDINGS LTD COM G7496G103 2,358,513 19,602 SH   SOLE   1 0 1
RPM INTL INC COM 749685103 232,697 3,990 SH   SOLE   1 0 1
SK TELECOM LTD SPONSORED ADR 78440P108 3,461,434 148,432 SH   SOLE   1 0 1
SOUTHERN CO COM 842587107 535,714 11,568 SH   SOLE   1 0 1
SYNCHRONY FINL COM 87165B103 4,064,783 121,773 SH   SOLE   1 0 1
TWENTY FIRST CENTY FOX INC CL B 90130A200 6,814,484 138,309 SH   SOLE   1 0 1
WELLS FARGO CO NEW COM 949746101 213,888 3,858 SH   SOLE   1 0 1