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
TWENTY FIRST CENTY FOX INC CL A 90130A101 2,723 74,206 SH   SOLE 1,2 74,206 0 0
ALLEGHANY CORP DEL COM 017175100 3,309 5,385 SH   SOLE 1,2 5,385 0 0
ALTRIA GROUP INC COM 02209S103 1,827 29,323 SH   SOLE 1,2 29,323 0 0
ANADARKO PETE CORP COM 032511107 1,211 20,048 SH   SOLE 1,2 20,048 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 1,341 40,276 SH   SOLE 1,2 40,276 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 2,089 10,474 SH   SOLE 1,2 10,474 0 0
COMMSCOPE HLDG CO INC COM 20337X109 2,284 57,150 SH   SOLE 1,2 57,150 0 0
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 2,546 118,789 SH   SOLE 1,2 118,789 0 0
ENVISION HEALTHCARE CORP COM 29414D100 2,254 58,645 SH   SOLE 1,2 58,645 0 0
FRANKS INTL N V COM N33462107 2,300 423,554 SH   SOLE 1,2 423,554 0 0
HALLIBURTON CO COM 406216101 1,222 26,032 SH   SOLE 1,2 26,032 0 0
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214 335,995 10,153,980 SH   SOLE 1,2 10,153,980 0 0
KOREA ELECTRIC PWR SPONSORED ADR 500631106 479,637 31,165,495 SH   SOLE 1,2 31,165,495 0 0
KT CORP SPONSORED ADR 48268K101 367,079 26,794,112 SH   SOLE 1,2 26,794,112 0 0
LEGG MASON INC COM 524901105 2,593 63,795 SH   SOLE 1,2 63,795 0 0
MEDTRONIC PLC SHS G5960L103 2,448 30,519 SH   SOLE 1,2 30,519 0 0
MERCK & CO INC COM 58933Y105 1,926 35,356 SH   SOLE 1,2 35,356 0 0
NATIONAL OILWELL VARCO INC COM 637071101 1,101 29,922 SH   SOLE 1,2 29,922 0 0
NCR CORP NEW COM 62886E108 2,018 64,032 SH   SOLE 1,2 64,032 0 0
ALLERGAN PLC SHS G0177J108 1,841 10,938 SH   SOLE 1,2 10,938 0 0
PFIZER INC COM 717081103 1,455 40,992 SH   SOLE 1,2 40,992 0 0
SCHLUMBERGER LTD COM 806857108 3,082 47,575 SH   SOLE 1,2 47,575 0 0
SEALED AIR CORP NEW COM 81211K100 891 20,814 SH   SOLE 1,2 20,814 0 0
SK TELECOM LTD SPONSORED ADR 78440P108 374,847 15,508,778 SH   SOLE 1,2 15,508,778 0 0
VISTRA ENERGY CORP COM 92840M102 1,577 75,700 SH   SOLE 1,2 75,700 0 0
VALE S A ADR 91912E105 279,936 22,007,554 SH   SOLE 1,2 22,007,554 0 0
DISNEY WALT CO COM DISNEY 254687106 2,044 20,347 SH   SOLE 1,2 20,347 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 2,806 25,732 SH   SOLE 1,2 25,732 0 0
BRIGHTSPHERE INVESTMNT GRP P SHS G1644T109 1,528 96,944 SH   SOLE 1,2 96,944 0 0