The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| 3M CO | COM | 88579Y101 | 338,474 | 1,629 | SH | SOLE | 1 | 0 | 1 | ||
| ADIENT PLC | ORD SHS | G0084W101 | 822,545 | 63,468 | SH | SOLE | 1 | 0 | 1 | ||
| AERCAP HOLDINGS NV | SHS | N00985106 | 3,251,471 | 69,864 | SH | SOLE | 1 | 0 | 1 | ||
| AGCO CORP | COM | 001084102 | 2,438,353 | 35,059 | SH | SOLE | 1 | 0 | 1 | ||
| AMERICAN EXPRESS CO | COM | 025816109 | 302,772 | 2,770 | SH | SOLE | 1 | 0 | 1 | ||
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 3,036,247 | 70,512 | SH | SOLE | 1 | 0 | 1 | ||
| APPLE INC | COM | 037833100 | 4,168,038 | 21,943 | SH | SOLE | 1 | 0 | 1 | ||
| AT&T INC | COM | 00206R102 | 579,771 | 18,488 | SH | SOLE | 1 | 0 | 1 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 7,128,783 | 35,486 | SH | SOLE | 1 | 0 | 1 | ||
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 1,506,075 | 5 | SH | SOLE | 1 | 0 | 1 | ||
| BROOKFIELD ASSET MGMT INC | CL A LTD VT SH | 112585104 | 5,265,665 | 112,876 | SH | SOLE | 1 | 0 | 1 | ||
| CHEVRON CORP NEW | COM | 166764100 | 207,066 | 1,681 | SH | SOLE | 1 | 0 | 1 | ||
| CIGNA CORP NEW | COM | 125523100 | 1,675,584 | 10,419 | SH | SOLE | 1 | 0 | 1 | ||
| CINCINNATI FINL CORP | COM | 172062101 | 559,006 | 6,508 | SH | SOLE | 1 | 0 | 1 | ||
| CVS HEALTH CORP | COM | 126650100 | 3,061,336 | 56,765 | SH | SOLE | 1 | 0 | 1 | ||
| DISCOVERY INC | COM SER C | 25470F302 | 258,979 | 10,188 | SH | SOLE | 1 | 0 | 1 | ||
| ENCOMPASS HEALTH CORP | COM | 29261A100 | 231,498 | 3,964 | SH | SOLE | 1 | 0 | 1 | ||
| EXXON MOBIL CORP | COM | 30231G102 | 928,676 | 11,494 | SH | SOLE | 1 | 0 | 1 | ||
| FOX CORP | CL B COM | 35137L204 | 1,473,520 | 41,068 | SH | SOLE | 1 | 0 | 1 | ||
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 3,523,976 | 18,355 | SH | SOLE | 1 | 0 | 1 | ||
| GREENLIGHT CAPITAL RE LTD | CLASS A | G4095J109 | 763,128 | 70,205 | SH | SOLE | 1 | 0 | 1 | ||
| GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 1,988,231 | 30,730 | SH | SOLE | 1 | 0 | 1 | ||
| HCA HEALTHCARE INC | COM | 40412C101 | 6,379,363 | 48,929 | SH | SOLE | 1 | 0 | 1 | ||
| HOME DEPOT INC | COM | 437076102 | 357,875 | 1,865 | SH | SOLE | 1 | 0 | 1 | ||
| HONEYWELL INTL INC | COM | 438516106 | 406,676 | 2,559 | SH | SOLE | 1 | 0 | 1 | ||
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 357,689 | 2,535 | SH | SOLE | 1 | 0 | 1 | ||
| JEFFERIES FINL GROUP INC | COM | 47233W109 | 3,427,615 | 182,417 | SH | SOLE | 1 | 0 | 1 | ||
| JOHNSON & JOHNSON | COM | 478160104 | 732,080 | 5,237 | SH | SOLE | 1 | 0 | 1 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 208,028 | 2,055 | SH | SOLE | 1 | 0 | 1 | ||
| KKR & CO INC | CL A | 48251W104 | 2,966,529 | 126,289 | SH | SOLE | 1 | 0 | 1 | ||
| LGI HOMES INC | COM | 50187T106 | 3,438,258 | 57,076 | SH | SOLE | 1 | 0 | 1 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 1,996,720 | 82,475 | SH | SOLE | 1 | 0 | 1 | ||
| LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 1,563,481 | 62,740 | SH | SOLE | 1 | 0 | 1 | ||
| LUXOFT HLDG INC | ORD SHS CL A | G57279104 | 4,465,306 | 76,057 | SH | SOLE | 1 | 0 | 1 | ||
| MCKESSON CORP | COM | 58155Q103 | 3,128,194 | 26,723 | SH | SOLE | 1 | 0 | 1 | ||
| MICROSOFT CORP | COM | 594918104 | 455,840 | 3,865 | SH | SOLE | 1 | 0 | 1 | ||
| NORFOLK SOUTHERN CORP | COM | 655844108 | 642,154 | 3,436 | SH | SOLE | 1 | 0 | 1 | ||
| OAKTREE CAP GROUP LLC | UNIT CL A | 674001201 | 1,285,637 | 25,894 | SH | SOLE | 1 | 0 | 1 | ||
| PERRIGO CO PLC | SHS | G97822103 | 1,264,152 | 26,249 | SH | SOLE | 1 | 0 | 1 | ||
| PFIZER INC | COM | 717081103 | 230,060 | 5,417 | SH | SOLE | 1 | 0 | 1 | ||
| RENAISSANCERE HOLDINGS LTD | COM | G7496G103 | 2,528,327 | 17,619 | SH | SOLE | 1 | 0 | 1 | ||
| RPM INTL INC | COM | 749685103 | 219,972 | 3,790 | SH | SOLE | 1 | 0 | 1 | ||
| SK TELECOM LTD | SPONSORED ADR | 78440P108 | 3,225,137 | 131,692 | SH | SOLE | 1 | 0 | 1 | ||
| SOUTHERN CO | COM | 842587107 | 624,966 | 12,093 | SH | SOLE | 1 | 0 | 1 | ||
| SYNCHRONY FINL | COM | 87165B103 | 3,377,763 | 105,886 | SH | SOLE | 1 | 0 | 1 | ||
| UNITED TECHNOLOGIES CORP | COM | 913017109 | 209,060 | 1,622 | SH | SOLE | 1 | 0 | 1 | ||