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
AGCO CORP COM 001084102 8,619 123,928 SH   SOLE   0 123,928 0
AARONS INC COM PAR $0.50 002535300 6,448 122,590 SH   SOLE   0 122,590 0
ABBOTT LABS COM 002824100 388 4,850 SH   SOLE   0 4,850 0
ACTIVISION BLIZZARD INC COM 00507V109 455 10,000 SH   SOLE   0 10,000 0
ADOBE INC COM 00724F101 746 2,800 SH   SOLE   0 2,800 0
Alcoa Corp COM 013872106 33,179 1,178,230 SH   SOLE   0 1,178,230 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 8,758 48,000 SH   SOLE   0 48,000 0
ALLEGIANT TRAVEL CO COM 01748X102 44,908 346,860 SH   SOLE   0 346,860 0
ALLY FINL INC COM 02005N100 249,622 9,080,463 SH   SOLE   0 9,080,463 0
ALPHABET INC CAP STK CL C 02079K107 425,849 362,947 SH   SOLE   0 362,947 0
ALPHABET INC CAP STK CL A 02079K305 366,863 311,722 SH   SOLE   0 311,722 0
Altaba Inc COM 021346101 536,167 7,233,766 SH   SOLE   0 7,233,766 0
AMAZON COM INC COM 023135106 3,948 2,217 SH   SOLE   0 2,217 0
AMERICAN EXPRESS CO COM 025816109 623 5,700 SH   SOLE   0 5,700 0
AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 6,319 1,126,424 SH   SOLE   0 1,126,424 0
AMERICAN INTL GROUP INC COM NEW 026874784 662,392 15,382,996 SH   SOLE   0 15,382,996 0
AMERICAN INTL GROUP INC COM NEW 026874784 36,821 855,100 SH Call SOLE   0 855,100 0
AMERICAN INTL GROUP INC COM NEW 026874784 241 5,600 SH Call SOLE   0 5,600 0
AMERICAN INTL GROUP INC COM NEW 026874784 202 4,700 SH Call SOLE   0 4,700 0
ANALOG DEVICES INC COM 032654105 466,132 4,427,970 SH   SOLE   0 4,427,970 0
ANTHEM INC COM 036752103 1,571 5,475 SH   SOLE   0 5,475 0
APPLE INC COM 037833100 2,792 14,700 SH   SOLE   0 14,700 0
ARCONIC INC COM 03965L100 503,167 26,330,018 SH   SOLE   0 26,330,018 0
ARROW ELECTRS INC COM 042735100 4,279 55,531 SH   SOLE   0 55,531 0
AUTODESK INC COM 052769106 249 1,600 SH   SOLE   0 1,600 0
AVNET INC COM 053807103 13,013 300,037 SH   SOLE   0 300,037 0
BAIDU INC SPON ADR REP A 056752108 397,927 2,413,871 SH   SOLE   0 2,413,871 0
BANK AMER CORP COM 060505104 401,014 14,534,759 SH   SOLE   0 14,534,759 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 1,205 4 SH   SOLE   0 4 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 745 21,300 SH   SOLE   0 21,300 0
BOEING CO COM 097023105 1,097 2,875 SH   SOLE   0 2,875 0
BOOKING HLDGS INC COM 09857L108 4,572 2,620 SH   SOLE   0 2,620 0
Broadcom Inc COM 11135F101 542,320 1,803,466 SH   SOLE   0 1,803,466 0
CBS CORP NEW CL B 124857202 390 8,200 SH   SOLE   0 8,200 0
CIT GROUP INC COM NEW 125581801 445,562 9,288,357 SH   SOLE   0 9,288,357 0
CABOT CORP COM 127055101 22,028 529,143 SH   SOLE   0 529,143 0
CAPITOL FED FINL INC COM 14057J101 9,602 719,243 SH   SOLE   0 719,243 0
CARNIVAL CORP UNIT 99/99/9999 143658300 322 6,350 SH   SOLE   0 6,350 0
CARTERS INC COM 146229109 4,516 44,808 SH   SOLE   0 44,808 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 379,817 1,094,858 SH   SOLE   0 1,094,858 0
CHEESECAKE FACTORY INC COM 163072101 3,110 63,582 SH   SOLE   0 63,582 0
CIMAREX ENERGY CO COM 171798101 13,993 200,185 SH   SOLE   0 200,185 0
CISCO SYS INC COM 17275R102 2,767 51,250 SH   SOLE   0 51,250 0
CITIGROUP INC COM NEW 172967424 437,826 7,036,745 SH   SOLE   0 7,036,745 0
COMCAST CORP NEW CL A 20030N101 497,230 12,436,957 SH   SOLE   0 12,436,957 0
DANA INCORPORATED COM 235825205 6,701 377,753 SH   SOLE   0 377,753 0
DISNEY WALT CO COM DISNEY 254687106 898 0 SH   SOLE   0 0 0
DOLLAR GEN CORP NEW COM 256677105 19,261 161,450 SH   SOLE   0 161,450 0
ELECTRONIC ARTS INC COM 285512109 437 4,300 SH   SOLE   0 4,300 0
EXXON MOBIL CORP COM 30231G102 12,247 151,568 SH   SOLE   0 151,568 0
FACEBOOK INC CL A 30303M102 413,450 2,480,351 SH   SOLE   0 2,480,351 0
FEDEX CORP COM 31428X106 644 3,550 SH   SOLE   0 3,550 0
58 COM INC SPON ADR REP A 31680Q104 35,511 540,670 SH   SOLE   0 540,670 0
FIRST HAWAIIAN INC COM 32051X108 6,188 237,526 SH   SOLE   0 237,526 0
FOX CORP CL A COM 35137L105 0 1 SH   SOLE   0 1 0
GENERAL DYNAMICS CORP COM 369550108 339 2,000 SH   SOLE   0 2,000 0
GENTEX CORP COM 371901109 3,061 148,021 SH   SOLE   0 148,021 0
GRAPHIC PACKAGING HLDG CO COM 388689101 6,763 535,475 SH   SOLE   0 535,475 0
HD SUPPLY HLDGS INC COM 40416M105 342 7,900 SH   SOLE   0 7,900 0
HOME DEPOT INC COM 437076102 604 3,150 SH   SOLE   0 3,150 0
HONEYWELL INTL INC COM 438516106 318 2,000 SH   SOLE   0 2,000 0
HUNTINGTON INGALLS INDS INC COM 446413106 346 1,670 SH   SOLE   0 1,670 0
INTEL CORP COM 458140100 671 12,500 SH   SOLE   0 12,500 0
INTERDIGITAL INC COM 45867G101 11,160 169,147 SH   SOLE   0 169,147 0
INVESTORS BANCORP INC NEW COM 46146L101 9,853 831,502 SH   SOLE   0 831,502 0
IQVIA HLDGS INC COM 46266C105 345 2,400 SH   SOLE   0 2,400 0
JPMORGAN CHASE & CO COM 46625H100 1,610 15,900 SH   SOLE   0 15,900 0
JD COM INC SPON ADR CL A 47215P106 292,087 9,687,785 SH   SOLE   0 9,687,785 0
JEFFERIES FINL GROUP INC COM 47233W109 384,394 20,457,362 SH   SOLE   0 20,457,362 0
KKR & Co Inc CL A 48251W104 1,533 65,250 SH   SOLE   0 65,250 0
KINDER MORGAN INC DEL COM 49456B101 344,095 17,196,175 SH   SOLE   0 17,196,175 0
LGI HOMES INC COM 50187T106 3,038 50,439 SH   SOLE   0 50,439 0
LPL FINL HLDGS INC COM 50212V100 203,703 2,924,662 SH   SOLE   0 2,924,662 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 3,763 24,600 SH   SOLE   0 24,600 0
LENNAR CORP CL B 526057302 818 20,900 SH   SOLE   0 20,900 0
LOCKHEED MARTIN CORP COM 539830109 563 1,875 SH   SOLE   0 1,875 0
LOWES COS INC COM 548661107 602 5,500 SH   SOLE   0 5,500 0
MKS INSTRUMENT INC COM 55306N104 5,806 62,401 SH   SOLE   0 62,401 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 1,180 4,025 SH   SOLE   0 4,025 0
MARRIOTT INTL INC NEW CL A 571903202 338 2,700 SH   SOLE   0 2,700 0
MASTERCARD INC CL A 57636Q104 1,872 7,950 SH   SOLE   0 7,950 0
MICROSOFT CORP COM 594918104 382,028 3,239,169 SH   SOLE   0 3,239,169 0
MOHAWK INDS INC COM 608190104 206,784 1,639,191 SH   SOLE   0 1,639,191 0
Morgan Stanley COM NEW 617446448 530 12,550 SH   SOLE   0 12,550 0
NETFLIX INC COM 64110L106 891 2,500 SH   SOLE   0 2,500 0
NOBLE ENERGY INC COM 655044105 8,956 362,165 SH   SOLE   0 362,165 0
NORTHROP GRUMMAN CORP COM 666807102 479 1,775 SH   SOLE   0 1,775 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 3,611 9,300 SH   SOLE   0 9,300 0
ORACLE CORP COM 68389X105 27,486 511,755 SH   SOLE   0 511,755 0
OWENS ILL INC COM NEW 690768403 189,256 9,971,320 SH   SOLE   0 9,971,320 0
PG&E CORP COM 69331C108 94,862 5,329,333 SH   SOLE   0 5,329,333 0
PAR PACIFIC HOLDINGS INC COM NEW 69888T207 1,739 97,615 SH   SOLE   0 97,615 0
PATTERSON UTI ENERGY INC COM 703481101 9,712 692,710 SH   SOLE   0 692,710 0
PAYPAL HLDGS INC COM 70450Y103 862 8,300 SH   SOLE   0 8,300 0
PHILIP MORRIS INTL INC COM 718172109 12,339 139,592 SH   SOLE   0 139,592 0
RAYTHEON CO COM NEW 755111507 337 1,850 SH   SOLE   0 1,850 0
REGIS CORP MINN COM 758932107 10,536 535,635 SH   SOLE   0 535,635 0
Retail Value Inc COM 76133Q102 2,858 91,705 SH   SOLE   0 91,705 0
RUSH ENTERPRISES INC CL A 781846209 6,048 144,655 SH   SOLE   0 144,655 0
RYANAIR HLDGS PLC SPONSORED ADS 783513203 5,868 78,303 SH   SOLE   0 78,303 0
RYDER SYS INC COM 783549108 4,459 71,935 SH   SOLE   0 71,935 0
SM ENERGY CO COM 78454L100 7,478 427,544 SH   SOLE   0 427,544 0
SALESFORCE COM INC COM 79466L302 538 3,400 SH   SOLE   0 3,400 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 8,384 179,527 SH   SOLE   0 179,527 0
SHUTTERFLY INC COM 82568P304 3,723 91,600 SH Call SOLE   0 91,600 0
SIGNATURE BK NEW YORK N Y COM 82669G104 103,774 810,290 SH   SOLE   0 810,290 0
THERMO FISHER SCIENTIFIC INC COM 883556102 643 2,350 SH   SOLE   0 2,350 0
TIDEWATER INC NEW COM 88642R109 27,253 1,175,197 SH   SOLE   0 1,175,197 0
UNION PACIFIC CORP COM 907818108 920 5,500 SH   SOLE   0 5,500 0
UNITED PARCEL SERVICE INC CL B 911312106 631 5,650 SH   SOLE   0 5,650 0
UNITED TECHNOLOGIES CORP COM 913017109 466,992 3,623,180 SH   SOLE   0 3,623,180 0
UNITEDHEALTH GROUP INC COM 91324P102 1,607 6,500 SH   SOLE   0 6,500 0
UNIVAR INC COM 91336L107 172,537 0 SH   SOLE   0 0 0
VAIL RESORTS INC COM 91879Q109 3,844 17,689 SH   SOLE   0 17,689 0
VALMONT INDS INC COM 920253101 3,513 27,003 SH   SOLE   0 27,003 0
VISA INC COM CL A 92826C839 3,108 19,900 SH   SOLE   0 19,900 0
WELLS FARGO CO NEW COM 949746101 315,099 6,521,081 SH   SOLE   0 6,521,081 0
WESTERN DIGITAL CORP COM 958102105 15,667 325,997 SH   SOLE   0 325,997 0
DEUTSCHE BANK AG NAMEN AKT D18190898 259 31,900 SH Call SOLE   0 31,900 0
DEUTSCHE BANK AG NAMEN AKT D18190898 156 19,200 SH Call SOLE   0 19,200 0
AMBARELLA INC SHS G037AX101 7,218 167,088 SH   SOLE   0 167,088 0
AON PLC SHS CL A G0408V102 286,934 1,680,925 SH   SOLE   0 1,680,925 0
AXALTA COATING SYS LTD COM G0750C108 18,548 735,731 SH   SOLE   0 735,731 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 352 2,000 SH   SOLE   0 2,000 0
CISION LTD SHS G1992S109 3,186 231,353 SH   SOLE   0 231,353 0
IHS MARKIT LTD SHS G47567105 340 6,250 SH   SOLE   0 6,250 0
INGERSOLL-RAND PLC SHS G47791101 345 3,200 SH   SOLE   0 3,200 0
MEDTRONIC PLC SHS G5960L103 337 3,700 SH   SOLE   0 3,700 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 445 8,100 SH   SOLE   0 8,100 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 3,524 24,557 SH   SOLE   0 24,557 0
TE CONNECTIVITY LTD REG SHS H84989104 356,689 4,417,205 SH   SOLE   0 4,417,205 0
ORION ENGINEERED CARBONS S A COM L72967109 30,200 1,590,292 SH   SOLE   0 1,590,292 0
FRANKS INTL N V COM N33462107 10,026 1,614,544 SH   SOLE   0 1,614,544 0
MYLAN N V SHS EURO N59465109 264,124 9,319,837 SH   SOLE   0 9,319,837 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 361 3,150 SH   SOLE   0 3,150 0