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 |
| Adtalem | COM | 00737L103 | 37,750 | 1,111,934 | SH | SOLE | 1,111,934 | 0 | 0 | ||
| Alphabet Inc | CAP STK CL A | 02079K305 | 13,918 | 7,941 | SH | SOLE | 7,941 | 0 | 0 | ||
| American Express Company | COM | 025816109 | 9,088 | 75,161 | SH | SOLE | 75,161 | 0 | 0 | ||
| Astronics Corp | COM | 046433108 | 1,245 | 94,125 | SH | SOLE | 94,125 | 0 | 0 | ||
| Baidu Inc | SPON ADR REP A | 056752108 | 19,521 | 90,273 | SH | SOLE | 90,273 | 0 | 0 | ||
| Barrick Gold Corp | COM | 067901108 | 22,672 | 995,262 | SH | SOLE | 995,262 | 0 | 0 | ||
| Berkshire Hathaway Inc | CL A | 084670108 | 60,868 | 175 | SH | SOLE | 175 | 0 | 0 | ||
| Berkshire Hathaway Inc | CL B | 084670702 | 82,468 | 355,666 | SH | SOLE | 355,666 | 0 | 0 | ||
| CDK Global Inc. | COM | 12508E101 | 21,855 | 421,669 | SH | SOLE | 421,669 | 0 | 0 | ||
| Flowserve Corp. | COM | 34354P105 | 7,748 | 210,261 | SH | SOLE | 210,261 | 0 | 0 | ||
| iShares Gold Trust | ISHARES | 464285105 | 13,716 | 756,558 | SH | SOLE | 756,558 | 0 | 0 | ||
| LKQ Corp | COM | 501889208 | 71,147 | 2,018,923 | SH | SOLE | 2,018,923 | 0 | 0 | ||
| Loma Negra Corp | SPON ADS | 54150E104 | 3,034 | 493,401 | SH | SOLE | 493,401 | 0 | 0 | ||
| Mastercard Inc | CL A | 57636Q104 | 16,878 | 47,285 | SH | SOLE | 47,285 | 0 | 0 | ||
| Newmont Corp. | COM | 651639106 | 101,312 | 1,691,640 | SH | SOLE | 1,691,640 | 0 | 0 | ||
| Phoenix New Media Ltd | SPON ADS | 71910C103 | 387 | 322,657 | SH | SOLE | 322,657 | 0 | 0 | ||
| Qurate Retail Inc | COM SER A | 74915M100 | 4,287 | 390,753 | SH | SOLE | 390,753 | 0 | 0 | ||
| Sina Corp | COM | G81477104 | 21,827 | 515,029 | SH | SOLE | 515,029 | 0 | 0 | ||
| Skechers USA Inc. Class A | COM | 830566105 | 8,613 | 239,646 | SH | SOLE | 239,646 | 0 | 0 | ||
| Wells Fargo & Co. | COM | 949746101 | 44,128 | 1,462,162 | SH | SOLE | 1,462,162 | 0 | 0 | ||
| Western Union Co | COM | 959802109 | 52,674 | 2,400,834 | SH | SOLE | 2,400,834 | 0 | 0 | ||