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
ABBOTT LABS COM 002824100 205 1,876 SH   SOLE   0 0 1,876
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 724 2,771 SH   SOLE   0 0 2,771
ADOBE SYSTEMS INCORPORATED COM 00724F101 595 1,189 SH   SOLE   0 0 1,189
ADVANCE AUTO PARTS INC COM 00751Y106 119,574 759,152 SH   SOLE   167,543 4,828 586,781
ALEXION PHARMACEUTICALS INC COM 015351109 84,176 538,759 SH   SOLE   112,554 3,869 422,336
ALPHABET INC CAP STK CL A 02079K305 261 149 SH   SOLE   0 0 149
ALPHABET INC CAP STK CL C 02079K107 722 412 SH   SOLE   0 0 412
AMAZON COM INC COM 023135106 870 267 SH   SOLE   0 0 267
APPLE INC COM 037833100 1,988 14,980 SH   SOLE   0 0 14,980
BAIDU INC SPON ADR REP A 056752108 103,036 476,486 SH   SOLE   101,931 3,427 371,128
BARRICK GOLD CORP COM 067901108 845 37,073 SH   SOLE   37,073 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 176,019 759,130 SH   SOLE   162,863 5,215 591,052
BOOKING HOLDINGS INC COM 09857L108 15,460 6,941 SH   SOLE   1,624 55 5,262
CENTENE CORP DEL COM 15135B101 96,345 1,604,947 SH   SOLE   374,565 11,842 1,218,540
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 77,182 941,820 SH   SOLE   186,723 7,051 748,046
COMCAST CORP NEW CL A 20030N101 161,651 3,084,942 SH   SOLE   662,156 21,882 2,400,904
CVS HEALTH CORP COM 126650100 132,010 1,932,798 SH   SOLE   423,971 13,219 1,495,608
FACEBOOK INC CL A 30303M102 568 2,079 SH   SOLE   0 0 2,079
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 1,100 133,478 SH   SOLE   133,478 0 0
HOME DEPOT INC COM 437076102 487 1,833 SH   SOLE   0 0 1,833
INTUIT COM 461202103 362 954 SH   SOLE   0 0 954
JACOBS ENGR GROUP INC COM 469814107 42,138 386,726 SH   SOLE   77,634 2,738 306,354
JOHNSON & JOHNSON COM 478160104 116,332 739,185 SH   SOLE   157,543 5,103 576,539
KANSAS CITY SOUTHERN COM NEW 485170302 118,893 582,437 SH   SOLE   123,337 4,166 454,934
LIBERTY BROADBAND CORP COM SER C 530307305 117,629 742,752 SH   SOLE   159,510 5,237 578,005
LOCKHEED MARTIN CORP COM 539830109 109,285 307,862 SH   SOLE   70,611 1,720 235,531
MARKEL CORP COM 570535104 113,610 109,949 SH   SOLE   25,148 522 84,279
MASTERCARD INCORPORATED CL A 57636Q104 439 1,231 SH   SOLE   0 0 1,231
MCKESSON CORP COM 58155Q103 145,609 837,217 SH   SOLE   179,869 6,176 651,172
MERCK & CO. INC COM 58933Y105 210 2,573 SH   SOLE   0 0 2,573
MICROSOFT CORP COM 594918104 236,336 1,062,563 SH   SOLE   230,026 7,337 825,200
NIKE INC CL B 654106103 347 2,456 SH   SOLE   0 0 2,456
NOVARTIS AG SPONSORED ADR 66987V109 113,083 1,197,539 SH   SOLE   254,229 8,162 935,148
ORACLE CORP COM 68389X105 133,030 2,056,427 SH   SOLE   442,100 14,903 1,599,424
OTIS WORLDWIDE CORP COM 68902V107 33,635 497,921 SH   SOLE   88,048 4,029 405,844
PAYPAL HLDGS INC COM 70450Y103 686 2,930 SH   SOLE   0 0 2,930
PROGRESSIVE CORP COM 743315103 113,500 1,147,852 SH   SOLE   236,698 8,286 902,868
QUEST DIAGNOSTICS INC COM 74834L100 77,620 651,344 SH   SOLE   140,906 4,637 505,801
REGENERON PHARMACEUTICALS COM 75886F107 276 572 SH   SOLE   0 0 572
SONY CORP SPONSORED ADR 835699307 874 8,640 SH   SOLE   8,640 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 21,849 58,438 SH   SOLE   7,086 0 51,352
STRYKER CORPORATION COM 863667101 447 1,823 SH   SOLE   0 0 1,823
UNILEVER PLC SPON ADR NEW 904767704 103,095 1,708,001 SH   SOLE   368,482 11,489 1,328,030
VALVOLINE INC COM 92047W101 74,011 3,198,397 SH   SOLE   696,859 22,080 2,479,458
VERIZON COMMUNICATIONS INC COM 92343V104 7,082 120,552 SH   SOLE   11,387 5,888 103,277
VISA INC COM CL A 92826C839 605 2,767 SH   SOLE   0 0 2,767
VMWARE INC CL A COM 928563402 228 1,625 SH   SOLE   0 0 1,625