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
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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
Alphabet Inc. - Class A Com 02079K305 17,791 15,117 SH   SOLE 0 14,668 0 449
Alphabet Inc. - Class C Com 02079K107 20,322 17,320 SH   SOLE 0 16,866 0 454
Apple Inc. Com 037833100 8,532 44,915 SH   SOLE 0 43,615 0 1,300
Bank of America Corporation Com 060505104 6,226 225,655 SH   SOLE 0 219,615 0 6,040
Bank of New York Mellon Corp Com 064058100 10,510 208,411 SH   SOLE 0 202,676 0 5,735
Barrick Gold Corp. Com 067901108 616 44,915 SH   SOLE 0 44,095 0 820
Berkshire Hathaway Inc. Clas Com 084670702 25,654 127,704 SH   SOLE 0 123,874 0 3,830
Charter Communications Com 16119P108 6,968 20,085 SH   SOLE 0 19,410 0 675
Citigroup Inc. Com 172967424 11,304 181,671 SH   SOLE 0 176,511 0 5,160
Comcast Corp Class A Com 20030N101 5,487 137,235 SH   SOLE 0 133,280 0 3,955
Commercial Vehicle Group Com 202608105 2,247 292,909 SH   SOLE 0 289,269 0 3,640
Continental Building Product Com 211171103 5,541 223,511 SH   SOLE 0 216,581 0 6,930
Despegar.com Com G27358103 5,849 392,545 SH   SOLE 0 383,695 0 8,850
Discover Financial Services Com 254709108 1,405 19,739 SH   SOLE 0 19,089 0 650
Dish Network Corp. Com 25470M109 3,359 106,001 SH   SOLE 0 102,666 0 3,335
Dollar Tree Inc. Com 256746108 4,850 46,171 SH   SOLE 0 44,776 0 1,395
Eagle Materials Inc. Com 26969P108 8,054 95,534 SH   SOLE 0 92,794 0 2,740
Facebook Com 30303M102 12,079 72,463 SH   SOLE 0 70,521 0 1,942
Fox Corporation - Class A Com 35137L105 2,107 57,396 SH   SOLE 0 56,539 0 857
Fox Corporation - Class B Com 35137L204 965 26,908 SH   SOLE 0 25,256 0 1,652
General Motors Com 37045V100 10,097 272,148 SH   SOLE 0 264,273 0 7,875
Goldman Sachs Com 38141G104 7,439 38,745 SH   SOLE 0 37,757 0 988
JP Morgan Chase & Co. Com 46625H100 13,976 138,058 SH   SOLE 0 134,348 0 3,710
Kinder Morgan Inc. Com 49456B101 6,078 303,748 SH   SOLE 0 294,193 0 9,555
Kinross Gold Corp. Com 496902404 2,083 605,445 SH   SOLE 0 585,335 0 20,110
Liberty Broadband-A Com 530307107 10,381 113,279 SH   SOLE 0 110,379 0 2,900
Linamar Corp. Com 53278L107 3,287 91,555 SH   SOLE 0 89,015 0 2,540
Market Vectors Gold Miners E Com 92189F106 5,534 246,836 SH   SOLE 0 240,151 0 6,685
MMA Capital Management, LLC Com 55315D105 9,230 304,712 SH   SOLE 0 304,712 0 0
Newmont Mining Corp. Com 651639106 1,111 31,073 SH   SOLE 0 29,035 0 2,038
NVR Inc. Com 62944T105 3,478 1,257 SH   SOLE 0 1,223 0 34
Packaging Corp of America Com 695156109 5,067 50,985 SH   SOLE 0 49,770 0 1,215
Range Resources Corp Com 75281A109 3,405 302,920 SH   SOLE 0 295,470 0 7,450
Spirit Airlines Inc. Com 848577102 15,144 286,498 SH   SOLE 0 278,223 0 8,275
T-Mobile US Inc. Com 872590104 15,018 217,343 SH   SOLE 0 211,219 0 6,124
Trinseo SA Com L9340P101 3,942 87,010 SH   SOLE 0 84,245 0 2,765
US Bancorp Com 902973304 4,074 84,549 SH   SOLE 0 83,144 0 1,405
Walt Disney Co. Com 254687106 9,341 84,132 SH   SOLE 0 81,629 0 2,503