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   1,770,619 32,158 SH   SOLE NONE 32,158 0 0
ALLY FINL INC COM 02005N100   1,089,054 30,600 SH   SOLE NONE 30,600 0 0
AMBEV SA SPONSORED ADR 02319V103   9,569,924 3,922,100 SH   SOLE NONE 3,922,100 0 0
ARROW ELECTRS INC COM 042735100   59,800,066 450,200 SH   SOLE NONE 450,200 0 0
AT&T INC COM 00206R102   393,800 17,900 SH   SOLE NONE 17,900 0 0
AUTOHOME INC SP ADS RP CL A 05278C107   7,900,564 242,200 SH   SOLE NONE 242,200 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   38,867,576 84,447 SH   SOLE NONE 84,447 0 0
CHUBB LIMITED COM H1467J104   78,701,631 272,900 SH   SOLE NONE 272,900 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104   8,409,461 607,620 SH   SOLE NONE 607,620 0 0
CITIGROUP INC COM NEW 172967424   306,740 4,900 SH   SOLE NONE 4,900 0 0
COPA HOLDINGS SA CL A P31076105   1,304,376 13,900 SH   SOLE NONE 13,900 0 0
CURIOSITYSTREAM INC COM CL A 23130Q107   699,251 366,100 SH   SOLE NONE 366,100 0 0
CVS HEALTH CORP COM 126650100   389,856 6,200 SH   SOLE NONE 6,200 0 0
EMBRAER S.A. SPONSORED ADS 29082A107   15,007,951 424,313 SH   SOLE NONE 424,313 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106   1,322,714 13,400 SH   SOLE NONE 13,400 0 0
INFOSYS LTD SPONSORED ADR 456788108   10,319,873 463,398 SH   SOLE NONE 463,398 0 0
KRAFT HEINZ CO COM 500754106   400,254 11,400 SH   SOLE NONE 11,400 0 0
LAS VEGAS SANDS CORP COM 517834107   316,941 6,296 SH   SOLE NONE 6,296 0 0
MIDDLEBY CORP COM 596278101   46,256,968 332,473 SH   SOLE NONE 332,473 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209   414,144 7,200 SH   SOLE NONE 7,200 0 0
OCEANEERING INTL INC COM 675232102   988,060 39,729 SH   SOLE NONE 39,729 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101   9,648,788 731,523 SH   SOLE NONE 731,523 0 0
PHILIP MORRIS INTL INC COM 718172109   1,068,320 8,800 SH   SOLE NONE 8,800 0 0
PLDT INC SPONSORED ADR 69344D408   1,220,352 45,400 SH   SOLE NONE 45,400 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203   1,603,890 35,500 SH   SOLE NONE 35,500 0 0
SOUTHWEST AIRLS CO COM 844741108   44,169,441 1,490,700 SH   SOLE NONE 1,490,700 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   63,063,658 849,800 SH   SOLE NONE 849,800 0 0
P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106   8,691,807 439,424 SH   SOLE NONE 439,424 0 0
TERNIUM SA SPONSORED ADS 880890108   9,664,367 261,836 SH   SOLE NONE 261,836 0 0
DISNEY WALT CO COM 254687106   49,614,802 515,800 SH   SOLE NONE 515,800 0 0