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 9,388 202,639 SH   SOLE 1,2 202,639 0 0
ALLEGHANY CORP DEL COM 017175100 9,251 14,177 SH   SOLE 1,2 14,177 0 0
ALLERGAN PLC SHS G0177J108 6,430 33,755 SH   SOLE 1,2 33,755 0 0
ALTRIA GROUP INC COM 02209S103 5,719 94,821 SH   SOLE 1,2 94,821 0 0
ANADARKO PETE CORP COM 032511107 3,413 50,634 SH   SOLE 1,2 50,634 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 4,038 124,625 SH   SOLE 1,2 124,625 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,998 28,013 SH   SOLE 1,2 28,013 0 0
BRIGHTSPHERE INVESTMNT GRP P SHS G1644T109 5,542 446,896 SH   SOLE 1,2 446,896 0 0
COMMSCOPE HLDG CO INC COM 20337X109 6,060 197,017 SH   SOLE 1,2 197,017 0 0
DISCOVERY INC COM SER A 25470F104 9,867 308,342 SH   SOLE 1,2 308,342 0 0
ENVISION HEALTHCARE CORP COM 29414D100 6,498 142,099 SH   SOLE 1,2 142,099 0 0
FRANKS INTL N V COM N33462107 9,276 1,068,688 SH   SOLE 1,2 1,068,688 0 0
HALLIBURTON CO COM 406216101 3,642 89,849 SH   SOLE 1,2 89,849 0 0
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214 408,115 15,137,783 SH   SOLE 1,2 15,137,783 0 0
KOREA ELECTRIC PWR SPONSORED ADR 500631106 410,450 31,165,495 SH   SOLE 1,2 31,165,495 0 0
KT CORP SPONSORED ADR 48268K101 397,893 26,794,112 SH   SOLE 1,2 26,794,112 0 0
LEGG MASON INC COM 524901105 5,336 170,846 SH   SOLE 1,2 170,846 0 0
MEDTRONIC PLC SHS G5960L103 8,150 82,855 SH   SOLE 1,2 82,855 0 0
MERCK & CO INC COM 58933Y105 6,252 88,137 SH   SOLE 1,2 88,137 0 0
NATIONAL OILWELL VARCO INC COM 637071101 3,525 81,835 SH   SOLE 1,2 81,835 0 0
NCR CORP NEW COM 62886E108 6,142 216,205 SH   SOLE 1,2 216,205 0 0
PFIZER INC COM 717081103 4,596 104,288 SH   SOLE 1,2 104,288 0 0
SCHLUMBERGER LTD COM 806857108 7,732 126,915 SH   SOLE 1,2 126,915 0 0
SEALED AIR CORP NEW COM 81211K100 2,135 53,165 SH   SOLE 1,2 53,165 0 0
SK TELECOM LTD SPONSORED ADR 78440P108 415,435 14,900,839 SH   SOLE 1,2 14,900,839 0 0
VALE S A ADR 91912E105 207,448 13,978,996 SH   SOLE 1,2 13,978,996 0 0
VISTRA ENERGY CORP COM 92840M102 4,895 196,738 SH   SOLE 1,2 196,738 0 0
DISNEY WALT CO COM DISNEY 254687106 6,350 54,302 SH   SOLE 1,2 54,302 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 10,260 78,044 SH   SOLE 1,2 78,044 0 0