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 4,506 90,673 SH   SOLE 1,2 90,673 0 0
ALLEGHANY CORP DEL COM 017175100 3,680 6,400 SH   SOLE 1,2 6,400 0 0
ALLERGAN PLC SHS G0177J108 2,570 15,415 SH   SOLE 1,2 15,415 0 0
ALTRIA GROUP INC COM 02209S103 2,311 40,690 SH   SOLE 1,2 40,690 0 0
ANADARKO PETE CORP COM 032511107 1,689 23,064 SH   SOLE 1,2 23,064 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 1,714 56,843 SH   SOLE 1,2 56,843 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,314 12,400 SH   SOLE 1,2 12,400 0 0
BRIGHTSPHERE INVESTMNT GRP P SHS G1644T109 1,954 137,038 SH   SOLE 1,2 137,038 0 0
COMMSCOPE HLDG CO INC COM 20337X109 2,580 88,356 SH   SOLE 1,2 88,356 0 0
DISCOVERY INC COM SER A 25470F104 3,715 135,106 SH   SOLE 1,2 135,106 0 0
ENVISION HEALTHCARE CORP COM 29414D100 3,054 69,404 SH   SOLE 1,2 69,404 0 0
FRANKS INTL N V COM N33462107 3,802 487,397 SH   SOLE 1,2 487,397 0 0
HALLIBURTON CO COM 406216101 1,340 29,731 SH   SOLE 1,2 29,731 0 0
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214 340,289 11,073,512 SH   SOLE 1,2 11,073,512 0 0
KOREA ELECTRIC PWR SPONSORED ADR 500631106 446,913 31,165,495 SH   SOLE 1,2 31,165,495 0 0
KT CORP SPONSORED ADR 48268K101 355,826 26,794,112 SH   SOLE 1,2 26,794,112 0 0
LEGG MASON INC COM 524901105 2,670 76,891 SH   SOLE 1,2 76,891 0 0
MEDTRONIC PLC SHS G5960L103 3,185 37,207 SH   SOLE 1,2 37,207 0 0
MERCK & CO INC COM 58933Y105 2,398 39,510 SH   SOLE 1,2 39,510 0 0
NATIONAL OILWELL VARCO INC COM 637071101 1,529 35,226 SH   SOLE 1,2 35,226 0 0
NCR CORP NEW COM 62886E108 2,302 76,791 SH   SOLE 1,2 76,791 0 0
PFIZER INC COM 717081103 1,690 46,569 SH   SOLE 1,2 46,569 0 0
SCHLUMBERGER LTD COM 806857108 3,702 55,225 SH   SOLE 1,2 55,225 0 0
SEALED AIR CORP NEW COM 81211K100 988 23,276 SH   SOLE 1,2 23,276 0 0
SK TELECOM LTD SPONSORED ADR 78440P108 397,913 17,063,149 SH   SOLE 1,2 17,063,149 0 0
VALE S A ADR 91912E105 236,739 18,466,388 SH   SOLE 1,2 18,466,388 0 0
VISTRA ENERGY CORP COM 92840M102 2,055 86,841 SH   SOLE 1,2 86,841 0 0
DISNEY WALT CO COM DISNEY 254687106 2,614 24,937 SH   SOLE 1,2 24,937 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 3,772 33,848 SH   SOLE 1,2 33,848 0 0