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
ALLEGHANY CORP DEL COM 017175100 10,203 16,661 SH   SOLE   16,661 0 0
ALLERGAN PLC SHS G0177J108 6,388 43,632 SH   SOLE   43,632 0 0
ALTRIA GROUP INC COM 02209S103 6,401 111,461 SH   SOLE   111,461 0 0
ANADARKO PETE CORP COM 032511107 3,232 71,066 SH   SOLE   71,066 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 3,687 146,500 SH   SOLE   146,500 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,616 32,931 SH   SOLE   32,931 0 0
BRIGHTSPHERE INVESTMENT GRP P SHS G1644T109 7,123 525,322 SH   SOLE   525,322 0 0
DISCOVERY INC COM SER A 25470F104 9,793 362,449 SH   SOLE   362,449 0 0
FOX CORP CL A COM 35137L105 7,140 194,488 SH   SOLE   194,488 0 0
FRANKS INTL N V COM N33462107 7,801 1,256,227 SH   SOLE   1,256,227 0 0
HALLIBURTON CO COM 406216101 3,997 136,429 SH   SOLE   136,429 0 0
LEGG MASON INC COM 524901105 5,497 200,829 SH   SOLE   200,829 0 0
MEDTRONIC PLC SHS G5960L103 8,871 97,399 SH   SOLE   97,399 0 0
NATIONAL OILWELL VARCO INC COM 637071101 2,563 96,198 SH   SOLE   96,198 0 0
NCR CORP NEW COM 62886E108 6,936 254,146 SH   SOLE   254,146 0 0
SCHLUMBERGER LTD COM 806857108 7,378 169,344 SH   SOLE   169,344 0 0
SEALED AIR CORP NEW COM 81211K100 2,878 62,494 SH   SOLE   62,494 0 0
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 874060205 5,744 281,972 SH   SOLE   281,972 0 0
TRIBUNE MEDIA CO CL A 896047503 6,795 147,265 SH   SOLE   147,265 0 0
VISTRA ENERGY CORP COM 92840M102 6,020 231,263 SH   SOLE   231,263 0 0
DISNEY WALT CO COM DISNEY 254687106 7,882 70,990 SH   SOLE   70,990 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 11,715 91,736 SH   SOLE   91,736 0 0