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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AERCAP HOLDINGS NV SHS N00985106   7,712,859 82,756 SH   SOLE   82,756 0 0
AIR LEASE CORP CL A 00912X302   2,126,777 44,746 SH   SOLE   44,746 0 0
ALLY FINL INC COM 02005N100   4,385,995 110,562 SH   SOLE   110,562 0 0
ALPHABET INC CAP STK CL C 02079K107   1,930,426 10,598 SH   SOLE   10,598 0 0
ALPHABET INC CAP STK CL A 02079K305   4,317,157 23,537 SH   SOLE   23,537 0 0
ARROW ELECTRS INC COM 042735100   8,450,423 69,977 SH   SOLE   69,977 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   3,673,446 6 SH   SOLE   6 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,419,732 3,490 SH   SOLE   3,490 0 0
BERRY GLOBAL GROUP INC COM 08579W103   3,077,384 52,292 SH   SOLE   52,292 0 0
BOOKING HOLDINGS INC COM 09857L108   5,997,711 1,514 SH   SOLE   1,514 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107   1,879,956 60,781 SH   SOLE   60,781 0 0
CAPITAL ONE FINL CORP COM 14040H105   4,315,902 31,173 SH   SOLE   31,173 0 0
CARMAX INC COM 143130102   3,175,695 43,301 SH   SOLE   43,301 0 0
CENTENE CORP DEL COM 15135B101   3,490,364 52,645 SH   SOLE   52,645 0 0
FERGUSON PLC NEW SHS G3421J106   4,665,609 24,093 SH   SOLE   24,093 0 0
GENPACT LIMITED SHS G3922B107   6,115,295 189,975 SH   SOLE   189,975 0 0
GLOBE LIFE INC COM 37959E102   4,393,834 53,401 SH   SOLE   53,401 0 0
HCA HEALTHCARE INC COM 40412C101   4,966,025 15,457 SH   SOLE   15,457 0 0
LGI HOMES INC COM 50187T106   2,831,106 31,636 SH   SOLE   31,636 0 0
LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109   1,717,484 629,115 SH   SOLE   629,115 0 0
MARKEL GROUP INC COM 570535104   2,979,573 1,891 SH   SOLE   1,891 0 0
MASCO CORP COM 574599106   4,220,078 63,298 SH   SOLE   63,298 0 0
MICRON TECHNOLOGY INC COM 595112103   443,496 48,897 SH   SOLE   48,897 0 0
PLANET FITNESS INC CL A 72703H101   2,156,187 29,300 SH   SOLE   29,300 0 0
SCHLUMBERGER LTD COM STK 806857108   3,164,174 67,066 SH   SOLE   67,066 0 0
SYNCHRONY FINANCIAL COM 87165B103   5,547,515 117,557 SH   SOLE   117,557 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   3,145,613 18,098 SH   SOLE   18,098 0 0
TD SYNNEX CORPORATION COM 87162W100   4,223,409 36,598 SH   SOLE   36,598 0 0
TEXAS INSTRS INC COM 882508104   4,279,660 22,000 SH   SOLE   22,000 0 0
THE CIGNA GROUP COM 125523100   6,407,769 19,384 SH   SOLE   19,384 0 0
TITAN MACHY INC COM 88830R101   2,397,402 150,780 SH   SOLE   150,780 0 0