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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALLEGIANT TRAVEL CO COM 01748X102   2,476,966 32,934 SH   SOLE NONE 32,934 0 0
ALLY FINL INC COM 02005N100   1,311,057 32,300 SH   SOLE NONE 32,300 0 0
AMBEV SA SPONSORED ADR 02319V103   12,156,712 4,901,900 SH   SOLE NONE 4,901,900 0 0
ARROW ELECTRS INC COM 042735100   106,532,634 822,900 SH   SOLE NONE 719,700 0 103,200
AT&T INC COM 00206R102   315,040 17,900 SH   SOLE NONE 17,900 0 0
AUTOHOME INC SP ADS RP CL A 05278C107   8,870,226 338,300 SH   SOLE NONE 338,300 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   73,316,400 174,347 SH   SOLE NONE 174,347 0 0
CHUBB LIMITED COM H1467J104   123,734,575 477,500 SH   SOLE NONE 420,800 0 56,700
CITIGROUP INC COM NEW 172967424   366,792 5,800 SH   SOLE NONE 5,800 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104   12,818,654 807,220 SH   SOLE NONE 807,220 0 0
COPA HOLDINGS SA CL A P31076105   1,343,664 12,900 SH   SOLE NONE 12,900 0 0
CVS HEALTH CORP COM 126650100   358,920 4,500 SH   SOLE NONE 4,500 0 0
DISNEY WALT CO COM 254687106   80,855,488 660,800 SH   SOLE NONE 581,600 0 79,200
EMBRAER S.A. SPONSORED ADS 29082A107   23,464,592 880,803 SH   SOLE NONE 880,803 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106   1,719,564 13,200 SH   SOLE NONE 13,200 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   308,502 17,400 SH   SOLE NONE 17,400 0 0
INFOSYS LTD SPONSORED ADR 456788108   13,454,636 750,398 SH   SOLE NONE 750,398 0 0
KRAFT HEINZ CO COM 500754106   365,310 9,900 SH   SOLE NONE 9,900 0 0
MIDDLEBY CORP COM 596278101   69,824,826 434,261 SH   SOLE NONE 369,136 0 65,125
MOLSON COORS BEVERAGE CO CL B 60871R209   329,525 4,900 SH   SOLE NONE 4,900 0 0
OCEANEERING INTL INC COM 675232102   1,573,159 67,229 SH   SOLE NONE 67,229 0 0
P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106   11,185,405 502,489 SH   SOLE NONE 502,489 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101   13,796,253 925,923 SH   SOLE NONE 925,923 0 0
PHILIP MORRIS INTL INC COM 718172109   1,209,384 13,200 SH   SOLE NONE 13,200 0 0
PLDT INC SPONSORED ADR 69344D408   1,097,370 44,500 SH   SOLE NONE 44,500 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203   2,067,378 14,200 SH   SOLE NONE 14,200 0 0
SOUTHWEST AIRLS CO COM 844741108   71,168,139 2,438,100 SH   SOLE NONE 2,134,200 0 303,900
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   91,476,207 1,421,100 SH   SOLE NONE 1,233,400 0 187,700
TERNIUM SA SPONSORED ADS 880890108   14,551,850 349,636 SH   SOLE NONE 349,636 0 0
WK KELLOGG CO COM SHS 92942W107   439,920 23,400 SH   SOLE NONE 23,400 0 0