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 |
| ALLEGHANY CORP DEL | Common | 017175100 | 11,843 | 19,000 | SH | SOLE | 21,000 | 0 | 0 | ||
| ALPHABET INC | Class A | 02079K107 | 16,719 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | ||
| AMAZON COM INC | Common | 023135106 | 19,526 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | ||
| AMERICAN EXPRESS CO | Common | 025816109 | 14,298 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| ANALOG DEVICES INC | Common | 032654105 | 38,624 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| BANK NEW YORK MELLON CORP | Common | 064058100 | 18,828 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | Class A | 084670108 | 3,060 | 10 | SH | SOLE | 10 | 0 | 0 | ||
| BRADY CORP | Class A | 104674106 | 13,907 | 320,000 | SH | SOLE | 320,000 | 0 | 0 | ||
| CAPITAL ONE FINL CORP | Common | 14040H105 | 22,677 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| CITIGROUP INC | Common | 172967226 | 14,577 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
| COGENT COMMUNICATIONS HLDGS | Common | 19239V302 | 9,042 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| COHERENT INC | Common | 192479103 | 36,999 | 350,000 | SH | SOLE | 315,000 | 0 | 0 | ||
| HERITAGE CRYSTAL CLEAN INC | Common | 42726M106 | 16,107 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| HESS CORP | Common | 42809H107 | 28,350 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| INTEL CORP | Common | 458140100 | 39,421 | 840,000 | SH | SOLE | 840,000 | 0 | 0 | ||
| JOHNSON & JOHNSON | Common | 478160104 | 10,969 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| JPMORGAN CHASE & CO | Common | 46625H100 | 17,572 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| KEMPER CORP DEL | Common | 488401100 | 13,276 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| KEYSIGHT TECHNOLOGIES INC | Common | 49338L103 | 18,314 | 295,000 | SH | SOLE | 295,000 | 0 | 0 | ||
| KINSALE CAP GROUP INC | Common | 49714P108 | 5,556 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | Class C | G5480U120 | 4,334 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
| LIBERTY LATIN AMERICA LTD | LiLAC Class C | G9001E128 | 2,914 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| MEDTRONIC PLC | Common | G5960L103 | 18,192 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| MERCK & CO INC | Common | 58933Y105 | 15,282 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| MICROSOFT CORP | Common | 594918104 | 10,157 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| MOTOROLA SOLUTIONS INC | Common | 620076307 | 34,512 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| PROGRESSIVE CORP OHIO | Common | 743315103 | 9,653 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| RAYONIER INC | Common | 754907103 | 19,383 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| RIBBON COMMUNICATIONS INC | Common | 762544104 | 6,686 | 1,387,100 | SH | SOLE | 1,387,100 | 0 | 0 | ||
| ROPER TECHNOLOGIES INC | Common | 776696106 | 17,324 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| SCHWAB CHARLES CORP NEW | Common | 808513105 | 8,721 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
| STAR GROUP L P | Common | 85512C105 | 4,615 | 494,108 | SH | SOLE | 454,108 | 0 | 0 | ||
| TRI POINTE GROUP INC | Common | 87265H109 | 7,651 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| WELLS FARGO CO NEW | Common | 949746101 | 11,520 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| WYNN RESORTS LTD | Common | 983134107 | 2,967 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||