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
AFLAC INC COM 001055102 37,778 802,610 SH   SOLE   802,610 0 0
ALLEGHANY CORP COM 017175100 23,342 35,773 SH   SOLE   35,773 0 0
AMERICAN EXPRESS CO COM 025816109 37,106 348,449 SH   SOLE   348,449 0 0
AMPCO-PITTSBURGH CORP COM 032037103 209 35,533 SH   SOLE   35,533 0 0
APACHE CORP COM 037411105 37,979 796,714 SH   SOLE   796,714 0 0
AT&T INC COM 00206R102 95,971 2,858,006 SH   SOLE   2,858,006 0 0
AUTOZONE INC COM 053332102 38,924 50,180 SH   SOLE   50,180 0 0
BERKSHIRE HATHAWAY INC-CL B CL B 084670702 49,663 231,953 SH   SOLE   231,953 0 0
CASEY'S GENERAL STORES INC COM 147528103 6,874 53,249 SH   SOLE   53,249 0 0
CHEVRON CORP COM 166764100 13,591 111,147 SH   SOLE   111,147 0 0
CITIGROUP INC COM 172967424 53,894 751,243 SH   SOLE   751,243 0 0
DOMTAR CORP COM 257559203 28,118 417,185 SH   SOLE   417,185 0 0
EXXON MOBIL CORP COM 30231G102 33,568 394,831 SH   SOLE   394,831 0 0
HYSTER-YALE MATERIALS COM 449172105 17,071 277,444 SH   SOLE   277,444 0 0
INTEL CORP COM 458140100 19,875 420,283 SH   SOLE   420,283 0 0
JOHNSON & JOHNSON COM 478160104 210 1,520 SH   SOLE   1,520 0 0
JPMORGAN CHASE & CO COM 46625H100 135 1,205 SH   SOLE   1,205 0 0
MACY'S INC COM 55616P104 31,733 913,725 SH   SOLE   913,725 0 0
MICROSOFT CORP COM 594918104 35,010 306,119 SH   SOLE   306,119 0 0
MOLSON COORS BREWING CO -B CL B 60871R209 29,197 474,760 SH   SOLE   474,760 0 0
NATIONAL OILWELL VARCO INC COM 637071101 37,270 865,147 SH   SOLE   865,147 0 0
NOW INC COM 67011P100 20,258 1,224,077 SH   SOLE   1,224,077 0 0
PEPSICO INC COM 713448108 26,624 238,145 SH   SOLE   238,145 0 0
VALMONT INDUSTRIES COM 920253101 15,949 115,159 SH   SOLE   115,159 0 0
VAREX IMAGING CORP COM 92214X106 54,303 1,894,748 SH   SOLE   1,894,748 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 52,473 719,800 SH   SOLE   719,800 0 0
WALMART INC COM 931142103 38,487 409,833 SH   SOLE   409,833 0 0
WELLS FARGO & CO COM 949746101 74,453 1,416,537 SH   SOLE   1,416,537 0 0
WILLIAMS-SONOMA INC COM 969904101 6,069 92,360 SH   SOLE   92,360 0 0
WINMARK CORP COM 974250102 27,168 163,668 SH   SOLE   163,668 0 0