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
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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
21st Century Fox - Class A Com 90130A101 8,174 176,436 SH   SOLE 0 173,861 0 2,575
21st Century Fox - Class B Com 90130A200 4,325 94,399 SH   SOLE 0 89,064 0 5,335
Alphabet Inc. - Class A Com 02079K305 19,203 15,909 SH   SOLE 0 15,440 0 469
Alphabet Inc. - Class C Com 02079K107 21,028 17,619 SH   SOLE 0 17,150 0 469
Apple Inc. Com 037833100 9,444 41,837 SH   SOLE 0 40,542 0 1,295
Bank of New York Mellon Corp Com 064058100 11,275 221,128 SH   SOLE 0 215,268 0 5,860
Barrick Gold Corp. Com 067901108 539 48,605 SH   SOLE 0 47,520 0 1,085
Berkshire Hathaway Inc. Clas Com 084670702 27,692 129,335 SH   SOLE 0 125,730 0 3,605
Charter Communications Com 16119P108 17,938 55,044 SH   SOLE 0 53,477 0 1,567
Citigroup Inc. Com 172967424 15,524 216,396 SH   SOLE 0 210,466 0 5,930
Comcast Corp Class A Com 20030N101 5,051 142,650 SH   SOLE 0 138,475 0 4,175
Commercial Vehicle Group Com 202608105 2,806 306,279 SH   SOLE 0 302,639 0 3,640
Continental Building Product Com 211171103 11,505 306,388 SH   SOLE 0 297,483 0 8,905
DaVita Inc Com 23918K108 3,932 54,887 SH   SOLE 0 53,217 0 1,670
Despegar.com Com G27358103 6,400 379,400 SH   SOLE 0 370,550 0 8,850
Discover Financial Services Com 254709108 6,470 84,637 SH   SOLE 0 82,272 0 2,365
Dish Network Corp. Com 25470M109 4,221 118,050 SH   SOLE 0 114,595 0 3,455
Dollar Tree Inc. Com 256746108 6,997 85,797 SH   SOLE 0 83,402 0 2,395
Facebook Com 30303M102 5,716 34,757 SH   SOLE 0 33,802 0 955
General Motors Com 37045V100 9,921 294,642 SH   SOLE 0 285,792 0 8,850
Goldman Sachs Com 38141G104 7,260 32,376 SH   SOLE 0 31,438 0 938
JP Morgan Chase & Co. Com 46625H100 18,492 163,879 SH   SOLE 0 159,399 0 4,480
Kinder Morgan Inc. Com 49456B101 9,447 532,805 SH   SOLE 0 516,455 0 16,350
Kinross Gold Corp. Com 496902404 3,394 1,256,940 SH   SOLE 0 1,219,730 0 37,210
Liberty Broadband-A Com 530307107 2,349 27,859 SH   SOLE 0 26,969 0 890
Linamar Corp. Com 53278L107 5,961 129,267 SH   SOLE 0 126,657 0 2,610
Market Vectors Gold Miners E Com 92189F106 3,275 176,821 SH   SOLE 0 171,436 0 5,385
MMA Capital Management, LLC Com 55315D105 7,977 304,712 SH   SOLE 0 304,712 0 0
Newmont Mining Corp. Com 651639106 985 32,623 SH   SOLE 0 30,785 0 1,838
Nexeo Solutions, Inc Com 65342H102 4,680 382,065 SH   SOLE 0 369,555 0 12,510
Packaging Corp of America Com 695156109 5,901 53,798 SH   SOLE 0 52,488 0 1,310
Range Resources Corp Com 75281A109 5,615 330,477 SH   SOLE 0 322,877 0 7,600
Spirit Airlines Inc. Com 848577102 17,642 375,611 SH   SOLE 0 364,546 0 11,065
T-Mobile US Inc. Com 872590104 18,536 264,119 SH   SOLE 0 256,605 0 7,514
Trinseo SA Com L9340P101 9,043 115,492 SH   SOLE 0 111,552 0 3,940
US Bancorp Com 902973304 4,513 85,459 SH   SOLE 0 84,054 0 1,405