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
ALLEGHANY CORP DEL COM 017175100 9,550 17,290 SH   SOLE   17,290 0 0
ALTRIA GROUP INC COM 02209S103 2,076 53,694 SH   SOLE   53,694 0 0
ARCONIC INC COM 03965L100 2,853 177,638 SH   SOLE   177,638 0 0
ARGO GROUP INTL HLDGS LTD COM G0464B107 2,348 63,366 SH   SOLE   63,366 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 3,736 173,829 SH   SOLE   173,829 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,606 30,662 SH   SOLE   30,662 0 0
BRIGHTSPHERE INVT GROUP INC COM 10948W103 3,973 621,780 SH   SOLE   621,780 0 0
DISCOVERY INC COM SER A 25470F104 8,350 429,537 SH   SOLE   429,537 0 0
FOX CORP CL A COM 35137L105 6,815 288,413 SH   SOLE   288,413 0 0
FRANKS INTL N V COM N33462107 4,090 1,579,081 SH   SOLE   1,579,081 0 0
HALLIBURTON CO COM 406216101 1,312 191,568 SH   SOLE   191,568 0 0
JOHNSON & JOHNSON COM 478160104 1,105 8,424 SH   SOLE   8,424 0 0
MEDTRONIC PLC SHS G5960L103 10,407 115,404 SH   SOLE   115,404 0 0
NATIONAL OILWELL VARCO INC COM 637071101 1,122 114,175 SH   SOLE   114,175 0 0
NCR CORP NEW COM 62886E108 5,336 301,485 SH   SOLE   301,485 0 0
SCHLUMBERGER LTD COM 806857108 3,123 231,532 SH   SOLE   231,532 0 0
STERICYCLE INC COM 858912108 4,067 83,715 SH   SOLE   83,715 0 0
VISTRA ENERGY CORP COM 92840M102 7,950 498,102 SH   SOLE   498,102 0 0
WABTEC COM 929740108 4,306 89,465 SH   SOLE   89,465 0 0
DISNEY WALT CO COM DISNEY 254687106 9,096 94,159 SH   SOLE   94,159 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 12,265 121,337 SH   SOLE   121,337 0 0