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

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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
Apple Inc. COM 037833100 8,990 47,326 SH   SOLE   42,686 0 4,640
Arrow Electronics Inc. COM 042735100 270 3,500 SH   SOLE   3,500 0 0
Axalta Coating Sys COM g0750c108 3,533 140,135 SH   SOLE   126,835 0 13,300
Bank of NY Mellon COM 064058100 5,654 112,125 SH   SOLE   100,675 0 11,450
BankAmerica Corp. COM 060505104 6,983 253,110 SH   SOLE   225,620 0 27,490
Berkshire Hathaway B COM 084670702 27,063 134,715 SH   SOLE   121,310 0 13,405
CarMax Inc. COM 143130102 5,524 79,146 SH   SOLE   70,996 0 8,150
CitiGroup Inc. COM 172967101 5,776 92,835 SH   SOLE   83,120 0 9,715
Costco Wholesale COM 22160K105 581 2,400 SH   SOLE   2,400 0 0
Covetrus Inc. COM 22304C100 490 15,374 SH   SOLE   13,742 0 1,632
DR Horton Inc. COM 23331A109 3,054 73,810 SH   SOLE   66,610 0 7,200
Direxion Daily S&P 500 Bear 3X COM 25459y371 288 13,800 SH   SOLE   13,800 0 0
Dover Corporation COM 260137104 234 2,500 SH   SOLE   2,500 0 0
Equity Residential COM 29476L107 226 3,000 SH   SOLE   3,000 0 0
Exxon Mobil COM 30231G102 208 2,574 SH   SOLE   2,574 0 0
General Electric COM 369604103 2,778 278,042 SH   SOLE   250,642 0 27,400
General Motors COM 37045V100 5,347 144,130 SH   SOLE   128,905 0 15,225
Lennar Corp A COM 526057104 6,521 132,835 SH   SOLE   119,010 0 13,825
Liberty Global C COM G5480U120 6,599 272,555 SH   SOLE   252,330 0 20,225
Liberty Media C Sirius COM 531229607 6,795 177,695 SH   SOLE   165,325 0 12,370
Schein Henry Inc. COM 806407102 2,314 38,495 SH   SOLE   34,415 0 4,080
Shaw Comm Cl B COM 82028K200 208 10,000 SH   SOLE   10,000 0 0
The Southern Company COM 842587107 207 4,000 SH   SOLE   3,000 0 1,000
USG Corporation COM 903293405 5,031 116,185 SH   SOLE   103,985 0 12,200
Wells Fargo & Co COM 949746101 4,014 83,070 SH   SOLE   74,470 0 8,600
Whirlpool Corp COM 963320106 6,009 45,220 SH   SOLE   40,535 0 4,685
Williams Companies COM 969457100 4,410 153,550 SH   SOLE   136,375 0 17,175