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 28,286 620,860 SH   SOLE   28,286 0 0
ALLEGHANY CORP COM 017175100 20,446 32,803 SH   SOLE   20,446 0 0
AMERICAN EXPRESS CO COM 025816109 27,071 284,009 SH   SOLE   27,071 0 0
APACHE CORP COM 037411105 16,814 640,554 SH   SOLE   16,814 0 0
AT&T INC COM 00206R102 105,161 3,684,706 SH   SOLE   105,161 0 0
AUTOZONE INC COM 053332102 34,288 40,900 SH   SOLE   34,288 0 0
BERKSHIRE HATHAWAY INC-CL B CL B 084670702 38,619 189,143 SH   SOLE   38,619 0 0
CASEY'S GENERAL STORES INC COM 147528103 6,838 53,369 SH   SOLE   6,838 0 0
CITIGROUP INC COM 172967424 31,621 607,413 SH   SOLE   31,621 0 0
EXXON MOBIL CORP COM 30231G102 22,577 331,091 SH   SOLE   22,577 0 0
HYSTER-YALE MATERIALS COM 449172105 13,015 210,057 SH   SOLE   13,015 0 0
INTEL CORP COM 458140100 24,534 522,783 SH   SOLE   24,534 0 0
JOHNSON & JOHNSON COM 478160104 214 1,660 SH   SOLE   214 0 0
JPMORGAN CHASE & CO COM 46625H100 128 1,315 SH   SOLE   128 0 0
MACY'S INC COM 55616P104 18,297 614,425 SH   SOLE   18,297 0 0
MICROSOFT CORP COM 594918104 17,274 170,079 SH   SOLE   17,274 0 0
MOLSON COORS BREWING CO -B CL B 60871R209 32,542 579,460 SH   SOLE   32,542 0 0
NATIONAL OILWELL VARCO INC COM 637071101 17,983 699,757 SH   SOLE   17,983 0 0
NOW INC COM 67011P100 11,473 985,677 SH   SOLE   11,473 0 0
PEPSICO INC COM 713448108 22,853 206,855 SH   SOLE   22,853 0 0
VALMONT INDUSTRIES COM 920253101 10,715 96,579 SH   SOLE   10,715 0 0
VAREX IMAGING CORP COM 92214X106 41,292 1,743,778 SH   SOLE   41,292 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 44,482 650,990 SH   SOLE   44,482 0 0
WELLS FARGO & CO COM 949746101 40,392 876,567 SH   SOLE   40,392 0 0
WILLIAMS-SONOMA INC COM 969904101 4,669 92,560 SH   SOLE   4,669 0 0
WINMARK CORP COM 974250102 26,865 168,968 SH   SOLE   26,865 0 0