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 | 28,813 | 127,499 | SH | SOLE | 119,535 | 0 | 7,964 | ||
| AMERCO | COM | 023586100 | 34,595 | 97,183 | SH | SOLE | 91,190 | 0 | 5,993 | ||
| AMERICAN EXPRESS CO | COM | 025816109 | 87,777 | 875,581 | SH | SOLE | 820,993 | 0 | 54,588 | ||
| AMGEN INC | COM | 031162100 | 103,775 | 408,306 | SH | SOLE | 382,813 | 0 | 25,493 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 47,719 | 224,098 | SH | SOLE | 210,047 | 0 | 14,051 | ||
| BK OF AMERICA CORP | COM | 060505104 | 58,645 | 2,434,402 | SH | SOLE | 2,282,082 | 0 | 152,320 | ||
| CARTERS INC | COM | 146229109 | 27,175 | 313,871 | SH | SOLE | 294,338 | 0 | 19,533 | ||
| CHEVRON CORP NEW | COM | 166764100 | 60,701 | 843,066 | SH | SOLE | 790,609 | 0 | 52,457 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 57,564 | 1,244,351 | SH | SOLE | 1,167,122 | 0 | 77,229 | ||
| CONTINENTAL RES INC | COM | 212015101 | 15,384 | 1,252,797 | SH | SOLE | 1,174,970 | 0 | 77,827 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 28,550 | 84,308 | SH | SOLE | 79,063 | 0 | 5,245 | ||
| D R HORTON INC | COM | 23331A109 | 57,826 | 764,587 | SH | SOLE | 717,461 | 0 | 47,126 | ||
| DISCOVERY INC | COM SER A | 25470F104 | 84,641 | 3,887,962 | SH | SOLE | 3,646,641 | 0 | 241,321 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 38,941 | 313,839 | SH | SOLE | 294,241 | 0 | 19,598 | ||
| EBAY INC. | COM | 278642103 | 79,204 | 1,520,229 | SH | SOLE | 1,425,533 | 0 | 94,696 | ||
| HOME DEPOT INC | COM | 437076102 | 72,731 | 261,896 | SH | SOLE | 245,728 | 0 | 16,168 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 64,572 | 670,735 | SH | SOLE | 629,034 | 0 | 41,701 | ||
| LENNAR CORP | CL A | 526057104 | 111,237 | 1,361,863 | SH | SOLE | 1,278,667 | 0 | 83,196 | ||
| MACERICH CO | COM | 554382101 | 35,688 | 5,255,968 | SH | SOLE | 4,929,013 | 0 | 326,955 | ||
| MERCK & CO. INC | COM | 58933Y105 | 60,951 | 734,797 | SH | SOLE | 688,813 | 0 | 45,984 | ||
| NVR INC | COM | 62944T105 | 110,844 | 27,147 | SH | SOLE | 25,432 | 0 | 1,715 | ||
| OCCIDENTAL PETE CORP | *W EXP 08/03/202 | 674599162 | 140 | 46,675 | SH | SOLE | 46,675 | 0 | 0 | ||
| PFIZER INC | COM | 717081103 | 44,410 | 1,210,080 | SH | SOLE | 1,134,306 | 0 | 75,774 | ||
| QUALCOMM INC | COM | 747525103 | 52,503 | 446,147 | SH | SOLE | 418,203 | 0 | 27,944 | ||
| SIMON PPTY GROUP INC NEW | COM | 828806109 | 40,244 | 622,203 | SH | SOLE | 583,508 | 0 | 38,695 | ||
| STARBUCKS CORP | COM | 855244109 | 11,845 | 137,856 | SH | SOLE | 129,401 | 0 | 8,455 | ||
| TARGET CORP | COM | 87612E106 | 117,702 | 747,697 | SH | SOLE | 701,108 | 0 | 46,589 | ||
| ULTA BEAUTY INC | COM | 90384S303 | 14,700 | 65,631 | SH | SOLE | 61,520 | 0 | 4,111 | ||
| WELLS FARGO CO NEW | COM | 949746101 | 29,602 | 1,259,132 | SH | SOLE | 1,181,051 | 0 | 78,081 | ||