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 15,554 14,365 SH   SOLE 0 13,916 0 449
Alphabet Inc. - Class C Com 02079K107 20,044 18,544 SH   SOLE 0 18,036 0 508
Apple Inc. Com 037833100 8,397 42,427 SH   SOLE 0 41,142 0 1,285
Bank of America Corporation Com 060505104 8,812 303,859 SH   SOLE 0 295,244 0 8,615
Bank of New York Mellon Corp Com 064058100 8,748 198,141 SH   SOLE 0 192,406 0 5,735
Barrick Gold Corp. Com 067901108 659 41,815 SH   SOLE 0 40,995 0 820
Berkshire Hathaway Inc. Clas Com 084670702 25,981 121,879 SH   SOLE 0 118,049 0 3,830
Charter Communications Com 16119P108 7,519 19,027 SH   SOLE 0 18,352 0 675
Citigroup Inc. Com 172967424 12,071 172,374 SH   SOLE 0 167,214 0 5,160
Comcast Corp Class A Com 20030N101 5,505 130,210 SH   SOLE 0 126,255 0 3,955
Commercial Vehicle Group Com 202608105 2,293 285,902 SH   SOLE 0 282,262 0 3,640
Continental Building Product Com 211171103 5,629 211,841 SH   SOLE 0 204,911 0 6,930
Despegar.com Com G27358103 5,137 369,820 SH   SOLE 0 360,970 0 8,850
Discover Financial Services Com 254709108 1,454 18,744 SH   SOLE 0 18,094 0 650
Dish Network Corp. Com 25470M109 3,843 100,044 SH   SOLE 0 96,709 0 3,335
Dollar Tree Inc. Com 256746108 3,712 34,561 SH   SOLE 0 33,491 0 1,070
Eagle Materials Inc. Com 26969P108 7,709 83,158 SH   SOLE 0 80,523 0 2,635
Facebook Com 30303M102 15,294 79,245 SH   SOLE 0 77,033 0 2,212
Fox Corporation - Class A Com 35137L105 2,066 56,399 SH   SOLE 0 55,542 0 857
Fox Corporation - Class B Com 35137L204 1,062 29,059 SH   SOLE 0 27,407 0 1,652
General Motors Com 37045V100 9,997 259,461 SH   SOLE 0 251,586 0 7,875
Goldman Sachs Com 38141G104 7,535 36,826 SH   SOLE 0 35,838 0 988
JP Morgan Chase & Co. Com 46625H100 14,660 131,123 SH   SOLE 0 127,413 0 3,710
Kinder Morgan Inc. Com 49456B101 5,997 287,223 SH   SOLE 0 277,668 0 9,555
Kinross Gold Corp. Com 496902404 2,213 570,285 SH   SOLE 0 550,175 0 20,110
Liberty Broadband-A Com 530307107 11,068 107,626 SH   SOLE 0 104,726 0 2,900
Liberty Media Sirius A Com 531229409 4,343 114,871 SH   SOLE 0 111,476 0 3,395
Market Vectors Gold Miners E Com 92189F106 6,001 234,771 SH   SOLE 0 228,086 0 6,685
MMA Capital Management, LLC Com 55315D105 10,199 304,712 SH   SOLE 0 304,712 0 0
Newmont Goldcorp Com 651639106 967 25,133 SH   SOLE 0 23,095 0 2,038
NVR Inc. Com 62944T105 4,038 1,198 SH   SOLE 0 1,164 0 34
Packaging Corp of America Com 695156109 4,614 48,405 SH   SOLE 0 47,190 0 1,215
Range Resources Corp Com 75281A109 2,927 419,300 SH   SOLE 0 407,100 0 12,200
Spirit Airlines Inc. Com 848577102 14,081 295,019 SH   SOLE 0 286,229 0 8,790
T-Mobile US Inc. Com 872590104 12,905 174,062 SH   SOLE 0 168,838 0 5,224
Trinseo SA Com L9340P101 3,480 82,185 SH   SOLE 0 79,420 0 2,765
US Bancorp Com 902973304 4,336 82,749 SH   SOLE 0 81,344 0 1,405
Walt Disney Co. Com 254687106 10,739 76,902 SH   SOLE 0 74,595 0 2,307