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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 28,844 97,845 SH   SOLE   92,694 0 5,151
AMERCO COM 023586100 67,176 113,974 SH   SOLE   107,942 0 6,032
AMERICAN EXPRESS CO COM 025816109 172,984 1,046,930 SH   SOLE   991,990 0 54,940
AMGEN INC COM 031162100 128,123 525,632 SH   SOLE   498,098 0 27,534
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 74,387 267,655 SH   SOLE   253,513 0 14,142
BK OF AMERICA CORP COM 060505104 120,664 2,926,596 SH   SOLE   2,773,295 0 153,301
CARTERS INC COM 146229109 38,250 370,751 SH   SOLE   351,092 0 19,659
CENOVUS ENERGY INC *W EXP 01/01/202 15135U117 194 35,863 SH   SOLE   35,863 0 0
CENOVUS ENERGY INC COM 15135U109 213 22,223 SH   SOLE   22,223 0 0
CHEVRON CORP NEW COM 166764100 98,074 936,356 SH   SOLE   888,180 0 48,176
COMCAST CORP NEW CL A 20030N101 82,926 1,454,323 SH   SOLE   1,376,597 0 77,726
CONOCOPHILLIPS COM 20825C104 104,052 1,708,574 SH   SOLE   1,620,362 0 88,212
CONTINENTAL RES INC COM 212015101 205,774 5,410,842 SH   SOLE   5,133,974 0 276,868
CREDIT ACCEP CORP MICH COM 225310101 46,701 102,841 SH   SOLE   97,562 0 5,279
D R HORTON INC COM 23331A109 111,666 1,235,649 SH   SOLE   1,171,718 0 63,931
DISCOVERY INC COM SER A 25470F104 45,339 1,477,812 SH   SOLE   1,477,812 0 0
DISCOVERY INC COM SER C 25470F302 77,707 2,681,407 SH   SOLE   2,499,675 0 181,732
DISNEY WALT CO COM 254687106 33,703 191,747 SH   SOLE   181,665 0 10,082
EBAY INC. COM 278642103 134,980 1,922,521 SH   SOLE   1,823,364 0 99,157
HOME DEPOT INC COM 437076102 86,863 272,391 SH   SOLE   258,052 0 14,339
JPMORGAN CHASE & CO COM 46625H100 123,770 795,746 SH   SOLE   753,776 0 41,970
LENNAR CORP CL A 526057104 162,958 1,640,246 SH   SOLE   1,556,514 0 83,732
LIBERTY GLOBAL PLC SHS CL C G5480U120 258 9,525 SH   SOLE   9,525 0 0
MACERICH CO COM 554382101 147,712 8,093,802 SH   SOLE   7,681,654 0 412,148
MERCK & CO INC COM 58933Y105 131,844 1,695,311 SH   SOLE   1,607,453 0 87,858
NVR INC COM 62944T105 149,254 30,011 SH   SOLE   28,442 0 1,569
OCCIDENTAL PETE CORP *W EXP 08/03/202 674599162 681 48,970 SH   SOLE   48,970 0 0
ORGANON & CO COMMON STOCK 68622V106 5,200 171,855 SH   SOLE   163,070 0 8,785
PFIZER INC COM 717081103 56,307 1,437,868 SH   SOLE   1,361,606 0 76,262
QUALCOMM INC COM 747525103 64,354 450,251 SH   SOLE   426,150 0 24,101
SIMON PPTY GROUP INC NEW COM 828806109 121,041 927,663 SH   SOLE   879,750 0 47,913
STARBUCKS CORP COM 855244109 11,340 101,423 SH   SOLE   96,034 0 5,389
TARGET CORP COM 87612E106 182,092 753,255 SH   SOLE   713,783 0 39,472
WALGREENS BOOTS ALLIANCE INC COM 931427108 40,216 764,419 SH   SOLE   724,857 0 39,562
WEST FRASER TIMBER CO LTD COM 952845105 424 5,913 SH   SOLE   5,913 0 0