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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 355 1,569 SH   SOLE   0 0 1,569
ADOBE SYSTEMS INCORPORATED COM 00724F101 323 659 SH   SOLE   0 0 659
ADVANCE AUTO PARTS INC COM 00751Y106 109,377 712,553 SH   SOLE   169,015 4,842 538,696
ALEXION PHARMACEUTICALS INC COM 015351109 62,905 549,724 SH   SOLE   132,596 3,819 413,309
ALPHABET INC CAP STK CL C 02079K107 470 320 SH   SOLE   0 0 320
APPLE INC COM 037833100 1,068 9,223 SH   SOLE   0 0 9,223
BAIDU INC SPON ADR REP A 056752108 61,574 486,407 SH   SOLE   116,608 3,430 366,369
BARRICK GOLD CORP COM 067901108 754 26,815 SH   SOLE   26,815 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 163,400 767,353 SH   SOLE   184,560 5,226 577,567
BOOKING HOLDINGS INC COM 09857L108 55,948 32,705 SH   SOLE   5,372 174 27,159
CENTENE CORP DEL COM 15135B101 55,503 951,540 SH   SOLE   239,176 6,768 705,596
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 67,097 966,535 SH   SOLE   220,011 6,960 739,564
COMCAST CORP NEW CL A 20030N101 144,072 3,114,392 SH   SOLE   741,806 21,666 2,350,920
CVS HEALTH CORP COM 126650100 97,000 1,660,956 SH   SOLE   414,654 11,093 1,235,209
FACEBOOK INC CL A 30303M102 317 1,210 SH   SOLE   0 0 1,210
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 674 109,060 SH   SOLE   109,060 0 0
HOME DEPOT INC COM 437076102 288 1,038 SH   SOLE   0 0 1,038
ISHARES SILVER TR ISHARES 46428Q109 7,760 358,576 SH   SOLE   54,034 0 304,542
JOHNSON & JOHNSON COM 478160104 111,226 747,085 SH   SOLE   176,402 5,094 565,589
KANSAS CITY SOUTHERN COM NEW 485170302 107,177 592,697 SH   SOLE   138,618 4,110 449,969
LIBERTY BROADBAND CORP COM SER C 530307305 106,951 748,593 SH   SOLE   177,267 5,155 566,171
LOCKHEED MARTIN CORP COM 539830109 83,730 218,456 SH   SOLE   53,065 1,448 163,943
MASTERCARD INCORPORATED CL A 57636Q104 278 823 SH   SOLE   0 0 823
MCKESSON CORP COM 58155Q103 125,653 843,705 SH   SOLE   197,593 6,084 640,028
MICROSOFT CORP COM 594918104 232,888 1,107,249 SH   SOLE   268,040 7,211 831,998
NOVARTIS AG SPONSORED ADR 66987V109 105,426 1,212,354 SH   SOLE   284,053 8,118 920,183
ORACLE CORP COM 68389X105 124,282 2,081,786 SH   SOLE   494,384 14,660 1,572,742
OTIS WORLDWIDE CORP COM 68902V107 35,744 572,633 SH   SOLE   113,068 4,957 454,608
PAYPAL HLDGS INC COM 70450Y103 351 1,783 SH   SOLE   0 0 1,783
PROGRESSIVE CORP COM 743315103 111,167 1,174,258 SH   SOLE   272,667 8,134 893,457
QUEST DIAGNOSTICS INC COM 74834L100 75,881 662,773 SH   SOLE   157,982 4,585 500,206
SONY CORP SPONSORED ADR 835699307 674 8,780 SH   SOLE   8,780 0 0
SPDR GOLD TR GOLD SHS 78463V107 9,048 51,085 SH   SOLE   11,107 0 39,978
SPDR S&P 500 ETF TR TR UNIT 78462F103 7,570 22,603 SH   SOLE   618 0 21,985
STRYKER CORPORATION COM 863667101 205 983 SH   SOLE   0 0 983
UNILEVER N V N Y SHS NEW 904784709 103,908 1,720,327 SH   SOLE   410,674 12,272 1,297,381
VALVOLINE INC COM 92047W101 48,889 2,567,710 SH   SOLE   644,336 16,367 1,907,007
VERIZON COMMUNICATIONS INC COM 92343V104 100,645 1,691,808 SH   SOLE   391,062 11,668 1,289,078
VISA INC COM CL A 92826C839 340 1,701 SH   SOLE   0 0 1,701