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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AERCAP HOLDINGS NV SHS N00985106   7,838,648 82,756 SH   SOLE   82,756 0 0
AIR LEASE CORP CL A 00912X302   2,026,546 44,746 SH   SOLE   44,746 0 0
ALLY FINL INC COM 02005N100   3,934,902 110,562 SH   SOLE   110,562 0 0
ALPHABET INC CAP STK CL A 02079K305   1,757,678 10,598 SH   SOLE   10,598 0 0
ALPHABET INC CAP STK CL C 02079K107   3,935,151 23,537 SH   SOLE   23,537 0 0
ARROW ELECTRS INC COM 042735100   9,554,063 71,927 SH   SOLE   71,927 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   4,147,080 6 SH   SOLE   6 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   1,606,307 3,490 SH   SOLE   3,490 0 0
BERRY GLOBAL GROUP INC COM 08579W103   3,554,810 52,292 SH   SOLE   52,292 0 0
BOOKING HOLDINGS INC COM 09857L108   6,377,150 1,514 SH   SOLE   1,514 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107   2,223,369 60,781 SH   SOLE   60,781 0 0
CAPITAL ONE FINL CORP COM 14040H105   4,667,533 31,173 SH   SOLE   31,173 0 0
CARMAX INC COM 143130102   3,350,631 43,301 SH   SOLE   43,301 0 0
CENTENE CORP DEL COM 15135B101   3,963,116 52,645 SH   SOLE   52,645 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107   4,784,147 24,093 SH   SOLE   24,093 0 0
GENPACT LIMITED SHS G3922B107   7,448,920 189,975 SH   SOLE   189,975 0 0
GLOBE LIFE INC COM 37959E102   5,655,700 53,401 SH   SOLE   53,401 0 0
HCA HEALTHCARE INC COM 40412C101   6,282,189 15,457 SH   SOLE   15,457 0 0
LGI HOMES INC COM 50187T106   3,986,539 33,636 SH   SOLE   33,636 0 0
LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109   1,962,839 629,115 SH   SOLE   629,115 0 0
MARKEL GROUP INC COM 570535104   2,966,185 1,891 SH   SOLE   1,891 0 0
MASCO CORP COM 574599106   5,313,234 63,298 SH   SOLE   63,298 0 0
PLANET FITNESS INC CL A 72703H101   2,379,746 29,300 SH   SOLE   29,300 0 0
RYANAIR HOLDINGS PLC SPONSORED ADR 783513203   4,743,900 105,000 SH   SOLE   105,000 0 0
SCHLUMBERGER LTD COM STK 806857108   3,779,947 90,106 SH   SOLE   90,106 0 0
SYNCHRONY FINANCIAL COM 87165B103   5,863,743 117,557 SH   SOLE   117,557 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   3,143,080 18,098 SH   SOLE   18,098 0 0
TD SYNNEX CORPORATION COM 87162W100   4,430,712 36,898 SH   SOLE   36,898 0 0
TEXAS INSTRS INC COM 882508104   4,544,540 22,000 SH   SOLE   22,000 0 0
THE CIGNA GROUP COM 125523100   6,715,393 19,384 SH   SOLE   19,384 0 0
TITAN MACHY INC COM 88830R101   3,884,422 278,853 SH   SOLE   278,853 0 0