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 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 43,219 | 264,722 | SH | SOLE | 237,378 | 0 | 27,344 | ||
| AMERICAN EXPRESS CO | COM | 025816109 | 88,664 | 1,035,675 | SH | SOLE | 929,459 | 0 | 106,216 | ||
| AMGEN INC | COM | 031162100 | 107,575 | 530,631 | SH | SOLE | 474,720 | 0 | 55,911 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 66,239 | 362,297 | SH | SOLE | 324,655 | 0 | 37,642 | ||
| BK OF AMERICA CORP | COM | 060505104 | 61,567 | 2,899,992 | SH | SOLE | 2,604,213 | 0 | 295,779 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 22,304 | 16,579 | SH | SOLE | 14,874 | 0 | 1,705 | ||
| CHEVRON CORP NEW | COM | 166764100 | 44,993 | 620,929 | SH | SOLE | 555,762 | 0 | 65,167 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 51,070 | 1,485,470 | SH | SOLE | 1,333,875 | 0 | 151,595 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 14,420 | 56,397 | SH | SOLE | 50,539 | 0 | 5,858 | ||
| D R HORTON INC | COM | 23331A109 | 31,050 | 913,229 | SH | SOLE | 816,655 | 0 | 96,574 | ||
| DISCOVERY INC | COM SER A | 25470F104 | 90,455 | 4,653,012 | SH | SOLE | 4,175,441 | 0 | 477,571 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 52,227 | 540,647 | SH | SOLE | 484,210 | 0 | 56,437 | ||
| EBAY INC | COM | 278642103 | 52,498 | 1,746,452 | SH | SOLE | 1,565,503 | 0 | 180,949 | ||
| ENTERCOM COMMUNICATIONS CORP | CL A | 293639100 | 32 | 18,544 | SH | SOLE | 18,544 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 75,348 | 403,556 | SH | SOLE | 361,590 | 0 | 41,966 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 71,448 | 793,602 | SH | SOLE | 712,742 | 0 | 80,860 | ||
| LENNAR CORP | CL A | 526057104 | 61,002 | 1,596,920 | SH | SOLE | 1,431,407 | 0 | 165,513 | ||
| LIBERTY TRIPADVISOR HLDGS IN | COM SER A | 531465102 | 19 | 10,725 | SH | SOLE | 10,725 | 0 | 0 | ||
| MACERICH CO | COM | 554382101 | 23,370 | 4,151,063 | SH | SOLE | 3,714,872 | 0 | 436,191 | ||
| MERCK & CO. INC | COM | 58933Y105 | 67,808 | 881,307 | SH | SOLE | 790,356 | 0 | 90,951 | ||
| NVR INC | COM | 62944T105 | 90,163 | 35,095 | SH | SOLE | 31,543 | 0 | 3,552 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 8,525 | 89,044 | SH | SOLE | 79,804 | 0 | 9,240 | ||
| PFIZER INC | COM | 717081103 | 47,613 | 1,458,724 | SH | SOLE | 1,307,170 | 0 | 151,554 | ||
| QUALCOMM INC | COM | 747525103 | 49,482 | 731,444 | SH | SOLE | 657,306 | 0 | 74,138 | ||
| SIMON PPTY GROUP INC NEW | COM | 828806109 | 15,670 | 285,638 | SH | SOLE | 256,150 | 0 | 29,488 | ||
| STARBUCKS CORP | COM | 855244109 | 10,698 | 162,730 | SH | SOLE | 146,024 | 0 | 16,706 | ||
| TARGET CORP | COM | 87612E106 | 105,388 | 1,133,574 | SH | SOLE | 1,013,986 | 0 | 119,588 | ||
| WELLS FARGO CO NEW | COM | 949746101 | 56,814 | 1,979,590 | SH | SOLE | 1,773,605 | 0 | 205,985 | ||