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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   7,919,749 82,756 SH   SOLE   82,756 0 0
AIR LEASE CORP CL A 00912X302   2,157,205 44,746 SH   SOLE   44,746 0 0
ALLY FINL INC COM 02005N100   3,981,338 110,562 SH   SOLE   110,562 0 0
ALPHABET INC CAP STK CL C 02079K107   4,482,386 23,537 SH   SOLE   23,537 0 0
ALPHABET INC CAP STK CL A 02079K305   2,006,201 10,598 SH   SOLE   10,598 0 0
ARROW ELECTRS INC COM 042735100   8,136,382 71,927 SH   SOLE   71,927 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   2,043,893 2,949 SH   SOLE   2,949 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   4,085,520 6 SH   SOLE   6 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,581,947 3,490 SH   SOLE   3,490 0 0
BERRY GLOBAL GROUP INC COM 08579W103   3,381,724 52,292 SH   SOLE   52,292 0 0
BOOKING HOLDINGS INC COM 09857L108   7,522,188 1,514 SH   SOLE   1,514 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107   2,207,566 60,781 SH   SOLE   60,781 0 0
CAPITAL ONE FINL CORP COM 14040H105   5,558,769 31,173 SH   SOLE   31,173 0 0
CARMAX INC COM 143130102   3,540,290 43,301 SH   SOLE   43,301 0 0
CENTENE CORP DEL COM 15135B101   3,923,827 64,771 SH   SOLE   64,771 0 0
GENPACT LIMITED SHS G3922B107   8,159,426 189,975 SH   SOLE   189,975 0 0
GLOBE LIFE INC COM 37959E102   5,955,280 53,401 SH   SOLE   53,401 0 0
HCA HEALTHCARE INC COM 40412C101   4,639,419 15,457 SH   SOLE   15,457 0 0
LGI HOMES INC COM 50187T106   3,205,884 35,860 SH   SOLE   35,860 0 0
LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109   1,711,193 629,115 SH   SOLE   629,115 0 0
MARKEL GROUP INC COM 570535104   3,264,301 1,891 SH   SOLE   1,891 0 0
MASCO CORP COM 574599106   4,593,536 63,298 SH   SOLE   63,298 0 0
RYANAIR HOLDINGS PLC SPONSORED ADR 783513203   4,576,950 105,000 SH   SOLE   105,000 0 0
SCHLUMBERGER LTD COM STK 806857108   3,838,064 100,106 SH   SOLE   100,106 0 0
SYNCHRONY FINANCIAL COM 87165B103   7,641,205 117,557 SH   SOLE   117,557 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   3,574,174 18,098 SH   SOLE   18,098 0 0
TD SYNNEX CORPORATION COM 87162W100   4,327,397 36,898 SH   SOLE   36,898 0 0
TEXAS INSTRS INC COM 882508104   4,125,220 22,000 SH   SOLE   22,000 0 0
THE CIGNA GROUP COM 125523100   5,684,618 20,586 SH   SOLE   20,586 0 0
TITAN MACHY INC COM 88830R101   3,982,583 281,853 SH   SOLE   281,853 0 0