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
AT&T INC COM 00206R102 1,231 39,240 SH   SOLE   39,240 0 0
ABBOTT LABORATORIES COM 002824100 1,856 23,218 SH   SOLE   23,218 0 0
ABBVIE INC COM 00287Y109 2,127 26,393 SH   SOLE   26,393 0 0
ACTIVISION BLIZZARD INC COM 00507V109 449 9,855 SH   SOLE   9,855 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 280 3,487 SH   SOLE   3,487 0 0
ALCOA CORP COM 013872106 508 18,051 SH   SOLE   18,051 0 0
ALPHABET INC (C) CAP STK CL C 02079K107 11,852 10,101 SH   SOLE   10,101 0 0
ALPHABET INC (A) CAP STK CL A 02079K305 1,651 1,403 SH   SOLE   1,403 0 0
AMAZON.COM INC COM 023135106 3,982 2,236 SH   SOLE   2,236 0 0
AMERICAN EXPRESS CO COM 025816109 3,228 29,533 SH   SOLE   29,533 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 732 16,997 SH   SOLE   16,997 0 0
AMERICAN WATER WORKS CO INC COM 030420103 1,373 13,171 SH   SOLE   13,171 0 0
APPLE INC COM 037833100 15,873 83,566 SH   SOLE   83,566 0 0
ASPEN TECHNOLOGY INC COM 045327103 391 3,750 SH   SOLE   3,750 0 0
AT HOME GROUP INC COM 04650Y100 325 18,185 SH   SOLE   18,185 0 0
ATHERSYS INC COM 04744L106 21 13,846 SH   SOLE   13,846 0 0
AUTOMATIC DATA PROCESSING INC COM 053015103 585 3,664 SH   SOLE   3,664 0 0
BANK OF AMERICA CORP COM 060505104 7,526 272,788 SH   SOLE   272,788 0 0
BANK OF NEW YORK MELLON CORP COM 064058100 424 8,408 SH   SOLE   8,408 0 0
BERKSHIRE HATHAWAY INC (A) CL A 084670108 2,410 8 SH   SOLE   8 0 0
BERKSHIRE HATHAWAY INC (B) CL B NEW 084670702 12,782 63,627 SH   SOLE   63,627 0 0
BLACKROCK INC COM 09247X101 200 469 SH   SOLE   469 0 0
BOEING CO COM 097023105 2,914 7,639 SH   SOLE   7,639 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 517 10,840 SH   SOLE   10,840 0 0
CBS CORP (A) CL A 124857103 252 5,296 SH   SOLE   5,296 0 0
CIT GROUP INC COM NEW 125581801 200 4,175 SH   SOLE   4,175 0 0
CSX CORP COM 126408103 793 10,605 SH   SOLE   10,605 0 0
CVS HEALTH CORP COM 126650100 430 7,971 SH   SOLE   7,971 0 0
CANADIAN PACIFIC RAILWAY LTD COM 13645T100 1,212 5,884 SH   SOLE   5,884 0 0
CARTER'S INC COM 146229109 218 2,163 SH   SOLE   2,163 0 0
CERNER CORP COM 156782104 377 6,595 SH   SOLE   6,595 0 0
CHEFS' WAREHOUSE INC COM 163086101 1,234 39,742 SH   SOLE   39,742 0 0
CHENIERE ENERGY INC COM NEW 16411R208 995 14,555 SH   SOLE   14,555 0 0
CHEVRON CORP COM 166764100 4,332 35,170 SH   SOLE   35,170 0 0
CISCO SYSTEMS INC COM 17275R102 6,765 125,298 SH   SOLE   125,298 0 0
CITIGROUP INC COM NEW 172967424 5,607 90,111 SH   SOLE   90,111 0 0
CLOROX CO COM 189054109 2,818 17,565 SH   SOLE   17,565 0 0
COCA-COLA CO COM 191216100 5,010 106,905 SH   SOLE   106,905 0 0
COLGATE PALMOLIVE CO COM 194162103 951 13,868 SH   SOLE   13,868 0 0
CONAGRA BRANDS INC COM 205887102 335 12,073 SH   SOLE   12,073 0 0
CONNS INC COM 208242107 6,912 302,360 SH   SOLE   302,360 0 0
CONOCOPHILLIPS COM 20825C104 349 5,234 SH   SOLE   5,234 0 0
CONSTELLATION BRANDS INC CL A 21036P108 2,797 15,955 SH   SOLE   15,955 0 0
CORNING INC COM 219350105 879 26,546 SH   SOLE   26,546 0 0
COSTCO WHOLESALE CORP COM 22160K105 2,528 10,442 SH   SOLE   10,442 0 0
CRONOS GROUP INC COM 22717L101 192 10,432 SH   SOLE   10,432 0 0
DXP ENTERPRISES INC COM NEW 233377407 4,518 116,080 SH   SOLE   116,080 0 0
DAILY JOURNAL CORP COM 233912104 1,010 4,719 SH   SOLE   4,719 0 0
DANAHER CORP COM 235851102 858 6,499 SH   SOLE   6,499 0 0
DARLING INGREDIENTS INC COM 237266101 2,687 124,125 SH   SOLE   124,125 0 0
DEERE & CO COM 244199105 1,300 8,132 SH   SOLE   8,132 0 0
DEL TACO RESTAURANTS INC COM 245496104 382 37,965 SH   SOLE   37,965 0 0
WALT DISNEY CO COM DISNEY 254687106 8,420 75,831 SH   SOLE   75,831 0 0
DOWDUPONT INC COM 26078J100 3,752 70,378 SH   SOLE   70,378 0 0
DUKE ENERGY CORP COM NEW 26441C204 227 2,524 SH   SOLE   2,524 0 0
EAST WEST BANCORP INC COM 27579R104 3,795 79,105 SH   SOLE   79,105 0 0
EBAY INC COM 278642103 266 7,165 SH   SOLE   7,165 0 0
ELECTRONIC ARTS INC COM 285512109 487 4,790 SH   SOLE   4,790 0 0
EMERSON ELECTRIC CO COM 291011104 215 3,145 SH   SOLE   3,145 0 0
ENERGIZER HOLDINGS INC COM 29272W109 2,228 49,594 SH   SOLE   49,594 0 0
ENTERPRISE PRODUCTS PARTNERS L COM 293792107 203 6,990 SH   SOLE   6,990 0 0
EXPEDIA GROUP INC COM NEW 30212P303 315 2,650 SH   SOLE   2,650 0 0
EXXONMOBIL CORP COM 30231G102 2,056 25,444 SH   SOLE   25,444 0 0
F M C CORP COM NEW 302491303 630 8,195 SH   SOLE   8,195 0 0
FACEBOOK INC CL A 30303M102 3,002 18,012 SH   SOLE   18,012 0 0
FASTENAL CO COM 311900104 527 8,199 SH   SOLE   8,199 0 0
FEDEX CORP COM 31428X106 1,577 8,693 SH   SOLE   8,693 0 0
HB FULLER CO COM 359694106 338 6,950 SH   SOLE   6,950 0 0
GCI LIBERTY INC (A) COM CLASS A 36164V305 641 11,521 SH   SOLE   11,521 0 0
ARTHUR J GALLAGHER & CO COM 363576109 254 3,251 SH   SOLE   3,251 0 0
GENERAL MILLS INC COM 370334104 608 11,743 SH   SOLE   11,743 0 0
GENESEE & WYOMING INC (A) CL A 371559105 5,353 61,425 SH   SOLE   61,425 0 0
GENUINE PARTS CO COM 372460105 211 1,882 SH   SOLE   1,882 0 0
GENTHERM INC COM 37253A103 3,466 94,028 SH   SOLE   94,028 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 3,029 15,775 SH   SOLE   15,775 0 0
GRACO INC COM 384109104 689 13,923 SH   SOLE   13,923 0 0
HALLIBURTON CO COM 406216101 237 8,095 SH   SOLE   8,095 0 0
THE HARTFORD FINANCIAL SERVICE COM 416515104 546 10,979 SH   SOLE   10,979 0 0
HELIX ENERGY SOLUTIONS GROUP INC COM 42330P107 2,742 346,665 SH   SOLE   346,665 0 0
HOME DEPOT INC COM 437076102 6,919 36,058 SH   SOLE   36,058 0 0
HONEYWELL INTL INC COM 438516106 3,106 19,542 SH   SOLE   19,542 0 0
HOSTESS BRANDS INC CL A 44109J106 1,244 99,557 SH   SOLE   99,557 0 0
HYSTER-YALE MATERIALS HANDLING INC (A) CL A 449172105 259 4,155 SH   SOLE   4,155 0 0
ILLINOIS TOOL WORKS INC COM 452308109 3,709 25,839 SH   SOLE   25,839 0 0
INDEPENDENCE CONTRACT DRILLING COM 453415309 885 319,350 SH   SOLE   319,350 0 0
INTEL CORP COM 458140100 6,525 121,506 SH   SOLE   121,506 0 0
INTERACTIVE BROKERS GROUP INC (A) COM CL A 45841N107 347 6,682 SH   SOLE   6,682 0 0
IBM CORP COM 459200101 916 6,495 SH   SOLE   6,495 0 0
INTUIT INC COM 461202103 304 1,164 SH   SOLE   1,164 0 0
JPMORGAN CHASE & CO COM 46625H100 7,760 76,653 SH   SOLE   76,653 0 0
JOHNSON & JOHNSON COM 478160104 11,282 80,707 SH   SOLE   80,707 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 1,848 15,937 SH   SOLE   15,937 0 0
KIMBERLY-CLARK CORP COM 494368103 1,954 15,770 SH   SOLE   15,770 0 0
KIRBY CORP COM 497266106 5,260 70,032 SH   SOLE   70,032 0 0
KNIGHT-SWIFT TRANSPORTATION HLDGS CL A 499049104 693 21,218 SH   SOLE   21,218 0 0
KOHL'S CORP COM 500255104 231 3,355 SH   SOLE   3,355 0 0
THE KRAFT HEINZ CO COM 500754106 425 13,024 SH   SOLE   13,024 0 0
LAMB WESTON HOLDINGS INC COM 513272104 1,586 21,167 SH   SOLE   21,167 0 0
LANDSTAR SYSTEM INC COM 515098101 409 3,738 SH   SOLE   3,738 0 0
ESTEE LAUDER CL A 518439104 262 1,585 SH   SOLE   1,585 0 0
LEAR CORP COM NEW 521865204 1,038 7,649 SH   SOLE   7,649 0 0
LEGGETT & PLATT INC COM 524660107 479 11,334 SH   SOLE   11,334 0 0
LIBERTY BROADBAND CORP (C) COM SER C 530307305 356 3,884 SH   SOLE   3,884 0 0
LIBERTY SIRIUSXM GROUP (A) COM A SIRIUSXM 531229409 268 7,031 SH   SOLE   7,031 0 0
LIBERTY SIRIUSXM GROUP (B) COM B SIRIUSXM 531229508 309 8,127 SH   SOLE   8,127 0 0
LIBERTY SIRIUSXM GROUP (C) COM C SIRIUSXM 531229607 1,213 31,722 SH   SOLE   31,722 0 0
LIBERTY FORMULA ONE (C) COM SER C FRMLA 531229854 1,779 50,763 SH   SOLE   50,763 0 0
LIBERTY BRAVES GROUP (C) COM C BRAVES GRP 531229888 7,080 254,946 SH   SOLE   254,946 0 0
ELI LILLY & CO COM 532457108 1,017 7,834 SH   SOLE   7,834 0 0
LITHIA MOTORS INC (A) CL A 536797103 283 3,055 SH   SOLE   3,055 0 0
LOCKHEED MARTIN CORP COM 539830109 754 2,510 SH   SOLE   2,510 0 0
LOWE'S COMPANIES INC COM 548661107 3,010 27,498 SH   SOLE   27,498 0 0
LULULEMON ATHLETICA INC COM 550021109 483 2,945 SH   SOLE   2,945 0 0
THE MADISON SQUARE GARDEN CO (A) CL A 55825T103 7,617 25,984 SH   SOLE   25,984 0 0
MARATHON PETROLEUM CORP COM 56585A102 362 6,044 SH   SOLE   6,044 0 0
MARKEL CORP COM 570535104 1,312 1,317 SH   SOLE   1,317 0 0
MARRIOTT INTL INC (A) CL A 571903202 544 4,348 SH   SOLE   4,348 0 0
MASCO CORP COM 574599106 431 10,956 SH   SOLE   10,956 0 0
MASTERCARD INC (A) CL A 57636Q104 4,197 17,825 SH   SOLE   17,825 0 0
MATRIX SERVICE CO COM 576853105 1,802 92,010 SH   SOLE   92,010 0 0
MCCORMICK & CO INC COM NON VTG 579780206 1,450 9,624 SH   SOLE   9,624 0 0
MCDERMOTT INTL INC COM 580037703 203 27,313 SH   SOLE   27,313 0 0
MCDONALDS CORP COM 580135101 9,341 49,187 SH   SOLE   49,187 0 0
MERCK & CO INC COM 58933Y105 1,714 20,613 SH   SOLE   20,613 0 0
METLIFE INC COM 59156R108 2,940 69,066 SH   SOLE   69,066 0 0
MICROSOFT CORP COM 594918104 18,952 160,691 SH   SOLE   160,691 0 0
MOBILE MINI INC COM 60740F105 2,360 69,538 SH   SOLE   69,538 0 0
MONDELEZ INTL INC CL A 609207105 1,386 27,771 SH   SOLE   27,771 0 0
MONSTER BEVERAGE CORP COM 61174X109 4,037 73,956 SH   SOLE   73,956 0 0
MOODYS CORP COM 615369105 453 2,501 SH   SOLE   2,501 0 0
MORGAN STANLEY COM NEW 617446448 600 14,219 SH   SOLE   14,219 0 0
NVR INC COM 62944T105 714 258 SH   SOLE   258 0 0
NATHAN'S FAMOUS INC COM 632347100 1,226 17,927 SH   SOLE   17,927 0 0
NATURAL GAS SERVICES GROUP COM 63886Q109 740 42,725 SH   SOLE   42,725 0 0
NAVISTAR INTL CORP COM 63934E108 3,906 120,925 SH   SOLE   120,925 0 0
NETFLIX INC COM 64110L106 409 1,148 SH   SOLE   1,148 0 0
NEWELL BRANDS INC COM 651229106 242 15,755 SH   SOLE   15,755 0 0
NEXTERA ENERGY INC COM 65339F101 743 3,845 SH   SOLE   3,845 0 0
NIKE INC (B) CL B 654106103 2,444 29,021 SH   SOLE   29,021 0 0
NORFOLK SOUTHERN CORP COM 655844108 582 3,113 SH   SOLE   3,113 0 0
NORTH AMERICAN CONSTRUCTION GR COM 656811106 5,159 443,190 SH   SOLE   443,190 0 0
NVIDIA CORP COM 67066G104 1,011 5,631 SH   SOLE   5,631 0 0
O'REILLY AUTOMOTIVE INC COM 67103H107 2,374 6,113 SH   SOLE   6,113 0 0
OMNICOM GROUP INC COM 681919106 257 3,526 SH   SOLE   3,526 0 0
ORACLE CORP COM 68389X105 2,708 50,415 SH   SOLE   50,415 0 0
ORION GROUP HOLDINGS INC COM 68628V308 82 27,928 SH   SOLE   27,928 0 0
PPG INDUSTRIES INC COM 693506107 482 4,272 SH   SOLE   4,272 0 0
PVH CORP COM 693656100 2,261 18,538 SH   SOLE   18,538 0 0
PAYCHEX INC COM 704326107 794 9,895 SH   SOLE   9,895 0 0
PAYPAL HOLDINGS INC COM 70450Y103 3,509 33,796 SH   SOLE   33,796 0 0
PENSKE AUTOMOTIVE GROUP INC COM 70959W103 3,691 82,664 SH   SOLE   82,664 0 0
PEPSICO INC COM 713448108 6,155 50,221 SH   SOLE   50,221 0 0
PFIZER INC COM 717081103 2,537 59,736 SH   SOLE   59,736 0 0
PHILLIPS 66 COM 718546104 3,926 41,252 SH   SOLE   41,252 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 412 2,703 SH   SOLE   2,703 0 0
POOL CORP COM 73278L105 261 1,582 SH   SOLE   1,582 0 0
POST HOLDINGS INC COM 737446104 1,135 10,373 SH   SOLE   10,373 0 0
T ROWE PRICE GROUP INC COM 74144T108 271 2,706 SH   SOLE   2,706 0 0
PROCTER & GAMBLE CO COM 742718109 9,106 87,519 SH   SOLE   87,519 0 0
PRUDENTIAL FINANCIAL, INC. COM 744320102 232 2,520 SH   SOLE   2,520 0 0
REGIONAL MANAGEMENT CORP COM 75902K106 1,546 63,320 SH   SOLE   63,320 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 513 7,874 SH   SOLE   7,874 0 0
ROYAL DUTCH SHELL PLC ADR (A) SPONS ADR A 780259206 356 5,692 SH   SOLE   5,692 0 0
RUSH ENTERPRISES INC (A) CL A 781846209 4,457 106,611 SH   SOLE   106,611 0 0
S&P GLOBAL INC COM 78409V104 2,267 10,767 SH   SOLE   10,767 0 0
SAIA INC COM 78709Y105 3,342 54,700 SH   SOLE   54,700 0 0
HENRY SCHEIN INC COM 806407102 537 8,928 SH   SOLE   8,928 0 0
SCHLUMBERGER LTD COM 806857108 251 5,755 SH   SOLE   5,755 0 0
SCOTTS MIRACLE-GRO CO (A) CL A 810186106 820 10,430 SH   SOLE   10,430 0 0
SEABOARD CORP COM 811543107 764 178 SH   SOLE   178 0 0
SERVICEMASTER GLOBAL HOLDINGS COM 81761R109 365 7,821 SH   SOLE   7,821 0 0
THE SHERWIN-WILLIAMS CO COM 824348106 1,491 3,462 SH   SOLE   3,462 0 0
SIRIUS XM HOLDINGS INC COM 82968B103 376 66,349 SH   SOLE   66,349 0 0
J.M. SMUCKER CO COM NEW 832696405 3,910 33,559 SH   SOLE   33,559 0 0
SONIC AUTOMOTIVE INC (A) CL A 83545G102 178 12,000 SH   SOLE   12,000 0 0
SONY CORP SPONS ADR SPONSORED ADR 835699307 256 6,072 SH   SOLE   6,072 0 0
SPIRIT AIRLINES INC COM 848577102 1,331 25,180 SH   SOLE   25,180 0 0
STARBUCKS CORP COM 855244109 1,581 21,269 SH   SOLE   21,269 0 0
SYSCO CORP COM 871829107 8,481 127,037 SH   SOLE   127,037 0 0
THE TJX COMPANIES INC COM 872540109 640 12,025 SH   SOLE   12,025 0 0
TAPESTRY INC COM 876030107 369 11,345 SH   SOLE   11,345 0 0
TARGET CORP COM 87612E106 327 4,075 SH   SOLE   4,075 0 0
TEAM INC COM 878155100 3,578 204,473 SH   SOLE   204,473 0 0
TEXAS INSTRUMENTS INC COM 882508104 256 2,413 SH   SOLE   2,413 0 0
TEXAS PACIFIC LAND TRUST SUB CTF PROP I T 882610108 2,900 3,748 SH   SOLE   3,748 0 0
3M CO COM 88579Y101 5,107 24,579 SH   SOLE   24,579 0 0
TIFFANY & CO COM 886547108 2,123 20,112 SH   SOLE   20,112 0 0
TOLL BROTHERS INC COM 889478103 272 7,515 SH   SOLE   7,515 0 0
TOTAL SYSTEM SERVICES INC COM 891906109 275 2,895 SH   SOLE   2,895 0 0
TRACTOR SUPPLY CO COM 892356106 3,326 34,022 SH   SOLE   34,022 0 0
TURNING POINT BRANDS, INC. COM 90041L105 427 9,255 SH   SOLE   9,255 0 0
US BANCORP COM NEW 902973304 664 13,773 SH   SOLE   13,773 0 0
ULTA BEAUTY, INC. COM 90384S303 891 2,555 SH   SOLE   2,555 0 0
UNION PACIFIC CORP COM 907818108 2,214 13,242 SH   SOLE   13,242 0 0
UNITED PARCEL SERVICE INC (B) CL B 911312106 1,360 12,175 SH   SOLE   12,175 0 0
UNITED TECHNOLOGIES CORP COM 913017109 312 2,422 SH   SOLE   2,422 0 0
VAIL RESORTS INC COM 91879Q109 523 2,408 SH   SOLE   2,408 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 1,682 28,439 SH   SOLE   28,439 0 0
VISA INC COM CL A 92826C839 1,701 10,891 SH   SOLE   10,891 0 0
VOYA FINANCIAL INC COM 929089100 1,693 33,883 SH   SOLE   33,883 0 0
WABCO HOLDINGS INC COM 92927K102 340 2,579 SH   SOLE   2,579 0 0
WABTEC CORP COM 929740108 667 9,052 SH   SOLE   9,052 0 0
WALMART INC COM 931142103 6,550 67,156 SH   SOLE   67,156 0 0
WELLS FARGO & CO COM 949746101 612 12,669 SH   SOLE   12,669 0 0
THE WENDY'S CO COM 95058W100 1,245 69,617 SH   SOLE   69,617 0 0
WORLDPLAY INC (A) CL A 981558109 2,543 22,409 SH   SOLE   22,409 0 0
YUM BRANDS INC COM 988498101 283 2,831 SH   SOLE   2,831 0 0
ZOETIS, INC. CL A 98978V103 343 3,408 SH   SOLE   3,408 0 0
ACCENTURE PLC (A) ADR SHS CLASS A G1151C101 417 2,370 SH   SOLE   2,370 0 0
COCA-COLA EUROPEAN PARTNERS PLC ADR SHS G25839104 690 13,331 SH   SOLE   13,331 0 0
INGERSOLL-RAND PLC SHS G47791101 506 4,685 SH   SOLE   4,685 0 0
NOBLE CORP PLC SHS USD G65431101 1,979 689,579 SH   SOLE   689,579 0 0
TECHNIPFMC PLC COM G87110105 471 20,020 SH   SOLE   20,020 0 0
LIBERTY LATIN AMERICA LTD (C) COM CL C G9001E128 318 16,336 SH   SOLE   16,336 0 0
TRITON INTL LTD CL A G9078F107 5,382 173,069 SH   SOLE   173,069 0 0
FERRARI NV ADR COM N3167Y103 748 5,593 SH   SOLE   5,593 0 0