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
Absolute Core Strategy ETF ABSOLUTE CORE 90470L568 8,662 370,000 SH   SOLE   204,665 0 165,335
Agnico Eagle Mines Ltd COM 008474108 41,777 524,775 SH   SOLE   418,055 0 106,720
Alleghany Corp COM 017175100 19,818 38,079 SH   SOLE   30,284 0 7,795
Barrick Gold Corp COM 067901108 36,599 1,301,999 SH   SOLE   1,036,031 0 265,968
Berkshire Hathaway Inc B CL B NEW 084670702 74,871 351,607 SH   SOLE   281,688 0 69,919
Cerner Corp COM 156782104 29,945 414,232 SH   SOLE   331,923 0 82,309
Cisco Systems Inc COM 17275R102 14,093 357,778 SH   SOLE   285,835 0 71,943
Comcast Corp Cl A CL A 20030N101 16,790 362,940 SH   SOLE   289,572 0 73,368
Corteva Inc COM 22052L104 25,819 896,170 SH   SOLE   717,624 0 178,546
Diageo PLC SPON ADR NEW 25243Q205 17,471 126,912 SH   SOLE   101,126 0 25,786
Dominion Energy Inc COM 25746U109 16,653 210,980 SH   SOLE   169,446 0 41,534
DuPont de Nemours Inc COM 26614N102 41,044 739,798 SH   SOLE   589,486 0 150,312
Enbridge Inc COM 29250N105 33,262 1,139,115 SH   SOLE   913,432 0 225,683
Equity Commonwealth COM SH BEN INT 294628102 23,396 878,567 SH   SOLE   702,466 0 176,101
Expeditors International Inc COM 302130109 10,954 121,007 SH   SOLE   96,301 0 24,706
Graham Holdings Company COM CL B 384637104 9,939 24,595 SH   SOLE   19,516 0 5,079
Guidewire Software Inc COM 40171V100 12,676 121,568 SH   SOLE   97,256 0 24,312
HD Supply Holdings Inc COM 40416M105 24,807 601,530 SH   SOLE   480,293 0 121,237
Ingredion Inc COM 457187102 26,755 353,524 SH   SOLE   282,419 0 71,105
iShares 1-3 Yr Treasury Fund 1 3 YR TREAS BD 464287457 1,877 21,697 SH   SOLE   15,205 0 6,492
iShares 7-10 Year Treasury F BARCLAYS 7 10 YR 464287440 3,740 30,705 SH   SOLE   17,010 0 13,695
Jones Lang LaSalle Inc COM 48020Q107 6,992 73,091 SH   SOLE   58,561 0 14,530
Loews Corp COM 540424108 35,047 1,008,536 SH   SOLE   811,198 0 197,338
Medtronic Inc SHS G5960L103 19,603 188,631 SH   SOLE   150,989 0 37,642
Pan American Silver Corp COM 697900108 10,431 324,460 SH   SOLE   259,366 0 65,094
Pfizer Inc COM 717081103 29,535 804,771 SH   SOLE   639,729 0 165,042
SPDR Barclays 1-3 Month US SPDR BLOOMBERG 78468R663 38,930 425,367 SH   SOLE   317,345 0 108,022
Sprott Physical Gold & Silver TR UNIT 85208R101 1,394 76,013 SH   SOLE   40,000 0 36,013
Sprott Physical Gold Trust UNIT 85207H104 2,686 178,480 SH   SOLE   95,770 0 82,710
Starbucks Corporation COM 855244109 16,906 196,763 SH   SOLE   157,617 0 39,146
The TJX Companies Inc COM 872540109 12,797 229,958 SH   SOLE   184,033 0 45,925
Travelers Companies Inc COM 89417E109 23,331 215,647 SH   SOLE   172,423 0 43,224
Unilever plc SPON ADR NEW 904767704 21,092 341,951 SH   SOLE   273,642 0 68,309
Unitedhealth Group Inc COM 91324P102 10,591 33,969 SH   SOLE   27,307 0 6,662