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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALAMO GROUP INC COM 011311107 191,890 1,700,100 SH   SOLE   1,700,100 0 0
ALLISON TRANSMISSION HLDGS INC COM 01973R101 356,272 8,271,938 SH   SOLE   8,271,938 0 0
GENERAL DYNAMICS CORP COM 369550108 6,779,379 33,322,088 SH   SOLE   33,322,088 0 0
UNIVAR INC COM 91336L107 203,121 6,560,757 SH   SOLE   6,560,757 0 0