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 |
| Alphabet Inc. Class 'A' | CAP STK CL A | 02079K305 | 19,605 | 24,382 | SH | SOLE | 22,716 | 0 | 1,666 | ||
| Alphabet Inc. Class 'C' | CAP STK CL C | 02079K107 | 59,960 | 77,140 | SH | SOLE | 71,908 | 0 | 5,232 | ||
| Amdocs Ltd | ORD | G02602103 | 92,555 | 1,599,905 | SH | SOLE | 1,490,392 | 0 | 109,513 | ||
| American Capital Agency Corp | COM | 02503X105 | 32,350 | 1,655,600 | SH | SOLE | 1,541,676 | 0 | 113,924 | ||
| American Express Company | COM | 025816109 | 83,829 | 1,309,008 | SH | SOLE | 1,220,289 | 0 | 88,719 | ||
| Aon Plc | SHS CL A | G0408V102 | 70,123 | 623,375 | SH | SOLE | 581,663 | 0 | 41,712 | ||
| Baidu Inc. ADR | SPON ADR REP A | 056752108 | 60,103 | 330,108 | SH | SOLE | 315,761 | 0 | 14,347 | ||
| Bank of America Corp | COM | 060505104 | 154,072 | 9,844,827 | SH | SOLE | 9,175,474 | 0 | 669,353 | ||
| Berkshire Hathaway Inc.-Cl A | CL A | 084670108 | 457,305 | 2,115 | SH | SOLE | 1,967 | 0 | 148 | ||
| Berkshire Hathaway Inc.-Cl B | CL B | 084670702 | 73,743 | 510,440 | SH | SOLE | 474,370 | 0 | 36,070 | ||
| Cimarex Energy Co | COM | 171798101 | 34,067 | 253,531 | SH | SOLE | 236,172 | 0 | 17,359 | ||
| CVS Caremark Corp | COM | 126650100 | 102,633 | 1,153,314 | SH | SOLE | 1,074,546 | 0 | 78,768 | ||
| DeVry Inc. | COM | 251893103 | 249,190 | 10,806,146 | SH | SOLE | 10,068,434 | 0 | 737,712 | ||
| Emerson Elec Co | COM | 291011104 | 65,435 | 1,200,416 | SH | SOLE | 1,119,560 | 0 | 80,856 | ||
| Expeditors Intl of Washington Inc. | COM | 302130109 | 127,477 | 2,474,314 | SH | SOLE | 2,304,876 | 0 | 169,438 | ||
| Flowserve Corp. | COM | 34354P105 | 54,204 | 1,123,642 | SH | SOLE | 1,046,871 | 0 | 76,771 | ||
| Gold iShares Trust ETF | ISHARES | 464285105 | 270,383 | 21,306,778 | SH | SOLE | 16,493,237 | 0 | 4,813,541 | ||
| Goldman Sachs | COM | 38141G104 | 100,663 | 624,191 | SH | SOLE | 575,845 | 0 | 48,346 | ||
| Hewlett Packard Enterpise Co. | COM | 42824C109 | 15,830 | 695,829 | SH | SOLE | 648,131 | 0 | 47,698 | ||
| HP Inc. | COM | 40434L105 | 14,916 | 960,452 | SH | SOLE | 894,664 | 0 | 65,788 | ||
| Liberty Interactive Corp QVC Group Com Series 'A' | INT COM SER A | 53071M104 | 36,504 | 1,824,307 | SH | SOLE | 1,705,565 | 0 | 118,742 | ||
| Marsh & McLennan Cos Inc. | COM | 571748102 | 54,575 | 811,524 | SH | SOLE | 757,020 | 0 | 54,504 | ||
| Mastercard Inc. Class A | CL A | 57636Q104 | 180,687 | 1,775,446 | SH | SOLE | 1,644,207 | 0 | 131,239 | ||
| Net 1 UEPS Technologies | COM | 64107N206 | 62,514 | 7,302,993 | SH | SOLE | 6,982,815 | 0 | 320,178 | ||
| News Corp - Class A | CL A | 65249B109 | 273,033 | 19,530,243 | SH | SOLE | 18,875,204 | 0 | 655,039 | ||
| News Corp Class B | CL B | 65249B208 | 122,797 | 8,635,507 | SH | SOLE | 8,411,473 | 0 | 224,034 | ||
| Nortel Inversora - ADR | SPON ADR REP PFD B | 656567401 | 1,291 | 52,921 | SH | SOLE | 52,921 | 0 | 0 | ||
| Oracle Corp | COM | 68389X105 | 223,892 | 5,699,897 | SH | SOLE | 5,312,112 | 0 | 387,785 | ||
| Phoenix New Media Ltd. | SPON ADS | 71910C103 | 16,209 | 4,156,090 | SH | SOLE | 4,156,090 | 0 | 0 | ||
| Raymond James Financial Inc. | COM | 754730109 | 19,747 | 339,244 | SH | SOLE | 316,655 | 0 | 22,589 | ||
| Teradata Corp | COM | 88076W103 | 94,146 | 3,036,976 | SH | SOLE | 2,830,211 | 0 | 206,765 | ||
| Tiffany & Co. | COM | 886547108 | 82,426 | 1,134,874 | SH | SOLE | 1,058,162 | 0 | 76,712 | ||
| United Technologies Corp | COM | 913017109 | 77,616 | 763,935 | SH | SOLE | 729,451 | 0 | 34,484 | ||