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 1,232 43,160 SH   SOLE   43,160 0 0
ABBOTT LABORATORIES COM 002824100 1,693 23,401 SH   SOLE   23,401 0 0
ABBVIE INC COM 00287Y109 2,419 26,235 SH   SOLE   26,235 0 0
ACTIVISION BLIZZARD INC COM 00507V109 439 9,437 SH   SOLE   9,437 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 235 3,486 SH   SOLE   3,486 0 0
ALCOA CORP COM 013872106 495 18,613 SH   SOLE   18,613 0 0
ALPHABET INC (C) CAP STK CL C 02079K107 10,437 10,078 SH   SOLE   10,078 0 0
ALPHABET INC (A) CAP STK CL A 02079K305 1,426 1,365 SH   SOLE   1,365 0 0
AMAZON.COM INC COM 023135106 1,484 988 SH   SOLE   988 0 0
AMERICAN EXPRESS CO COM 025816109 2,817 29,549 SH   SOLE   29,549 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 852 21,609 SH   SOLE   21,609 0 0
AMERICAN WATER WORKS CO INC COM 030420103 1,202 13,246 SH   SOLE   13,246 0 0
APPLE INC COM 037833100 13,037 82,652 SH   SOLE   82,652 0 0
ARCONIC INC COM 03965L100 234 13,853 SH   SOLE   13,853 0 0
ASPEN TECHNOLOGY INC COM 045327103 322 3,918 SH   SOLE   3,918 0 0
AT HOME GROUP INC COM 04650Y100 188 10,100 SH   SOLE   10,100 0 0
ATHERSYS INC COM 04744L106 20 13,969 SH   SOLE   13,969 0 0
AUTOMATIC DATA PROCESSING INC COM 053015103 485 3,696 SH   SOLE   3,696 0 0
BANK OF AMERICA CORP COM 060505104 6,694 271,671 SH   SOLE   271,671 0 0
BANK OF NEW YORK MELLON CORP COM 064058100 395 8,392 SH   SOLE   8,392 0 0
BERKSHIRE HATHAWAY INC (A) CL A 084670108 2,448 8 SH   SOLE   8 0 0
BERKSHIRE HATHAWAY INC (B) CL B NEW 084670702 13,076 64,040 SH   SOLE   64,040 0 0
BLACKROCK INC COM 09247X101 201 512 SH   SOLE   512 0 0
BOEING CO COM 097023105 2,681 8,314 SH   SOLE   8,314 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 566 10,880 SH   SOLE   10,880 0 0
CBS CORP (A) CL A 124857103 233 5,317 SH   SOLE   5,317 0 0
CSX CORP COM 126408103 661 10,632 SH   SOLE   10,632 0 0
CVS HEALTH CORP COM 126650100 326 4,982 SH   SOLE   4,982 0 0
CANADIAN PACIFIC RAILWAY LTD COM 13645T100 1,046 5,886 SH   SOLE   5,886 0 0
CERNER CORP COM 156782104 347 6,625 SH   SOLE   6,625 0 0
CHEFS' WAREHOUSE INC COM 163086101 1,294 40,457 SH   SOLE   40,457 0 0
CHENIERE ENERGY INC COM NEW 16411R208 871 14,720 SH   SOLE   14,720 0 0
CHEVRON CORP COM 166764100 3,539 32,531 SH   SOLE   32,531 0 0
CISCO SYSTEMS INC COM 17275R102 5,418 125,043 SH   SOLE   125,043 0 0
CITIGROUP INC COM NEW 172967424 4,713 90,538 SH   SOLE   90,538 0 0
CLOROX CO COM 189054109 2,718 17,630 SH   SOLE   17,630 0 0
COCA-COLA CO COM 191216100 5,041 106,457 SH   SOLE   106,457 0 0
COLGATE PALMOLIVE CO COM 194162103 865 14,536 SH   SOLE   14,536 0 0
CONAGRA BRANDS INC COM 205887102 271 12,683 SH   SOLE   12,683 0 0
CONNS INC COM 208242107 5,778 306,350 SH   SOLE   306,350 0 0
CONOCOPHILLIPS COM 20825C104 326 5,234 SH   SOLE   5,234 0 0
CORNING INC COM 219350105 802 26,546 SH   SOLE   26,546 0 0
COSTCO WHOLESALE CORP COM 22160K105 2,185 10,727 SH   SOLE   10,727 0 0
CRONOS GROUP INC COM 22717L101 108 10,432 SH   SOLE   10,432 0 0
DXP ENTERPRISES INC COM NEW 233377407 3,060 109,925 SH   SOLE   109,925 0 0
DAILY JOURNAL CORP COM 233912104 1,149 4,911 SH   SOLE   4,911 0 0
DANAHER CORP COM 235851102 671 6,505 SH   SOLE   6,505 0 0
DARLING INGREDIENTS INC COM 237266101 2,440 126,830 SH   SOLE   126,830 0 0
DEERE & CO COM 244199105 1,215 8,147 SH   SOLE   8,147 0 0
DEL TACO RESTAURANTS INC COM 245496104 397 39,696 SH   SOLE   39,696 0 0
WALT DISNEY CO COM DISNEY 254687106 8,349 76,141 SH   SOLE   76,141 0 0
DOWDUPONT INC COM 26078J100 3,864 72,260 SH   SOLE   72,260 0 0
DUKE ENERGY CORP COM NEW 26441C204 244 2,824 SH   SOLE   2,824 0 0
EAST WEST BANCORP INC COM 27579R104 3,335 76,624 SH   SOLE   76,624 0 0
ELECTRONIC ARTS INC COM 285512109 369 4,682 SH   SOLE   4,682 0 0
ENERGIZER HOLDINGS INC COM 29272W109 2,239 49,588 SH   SOLE   49,588 0 0
EXPEDIA GROUP INC COM NEW 30212P303 298 2,649 SH   SOLE   2,649 0 0
EXXONMOBIL CORP COM 30231G102 2,308 33,841 SH   SOLE   33,841 0 0
F M C CORP COM NEW 302491303 795 10,743 SH   SOLE   10,743 0 0
FACEBOOK INC CL A 30303M102 2,055 15,675 SH   SOLE   15,675 0 0
FARMER BROS CO COM 307675108 219 9,393 SH   SOLE   9,393 0 0
FASTENAL CO COM 311900104 431 8,249 SH   SOLE   8,249 0 0
FEDEX CORP COM 31428X106 1,412 8,751 SH   SOLE   8,751 0 0
HB FULLER CO COM 359694106 296 6,947 SH   SOLE   6,947 0 0
GCI LIBERTY INC (A) COM CLASS A 36164V305 561 13,619 SH   SOLE   13,619 0 0
ARTHUR J GALLAGHER & CO COM 363576109 240 3,252 SH   SOLE   3,252 0 0
GENERAL MILLS INC COM 370334104 460 11,802 SH   SOLE   11,802 0 0
GENESEE & WYOMING INC (A) CL A 371559105 4,727 63,855 SH   SOLE   63,855 0 0
GENTHERM INC COM 37253A103 3,807 95,223 SH   SOLE   95,223 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 2,661 15,931 SH   SOLE   15,931 0 0
GRACO INC COM 384109104 626 14,951 SH   SOLE   14,951 0 0
HALLIBURTON CO COM 406216101 210 7,893 SH   SOLE   7,893 0 0
THE HARTFORD FINANCIAL SERVICE COM 416515104 487 10,957 SH   SOLE   10,957 0 0
HELIX ENERGY SOLUTIONS GROUP INC COM 42330P107 1,787 330,375 SH   SOLE   330,375 0 0
HOME DEPOT INC COM 437076102 6,190 36,027 SH   SOLE   36,027 0 0
HONEYWELL INTL INC COM 438516106 2,611 19,765 SH   SOLE   19,765 0 0
HOSTESS BRANDS INC CL A 44109J106 1,123 102,661 SH   SOLE   102,661 0 0
HYSTER-YALE MATERIALS HANDLING INC (A) CL A 449172105 257 4,152 SH   SOLE   4,152 0 0
ILLINOIS TOOL WORKS INC COM 452308109 3,281 25,895 SH   SOLE   25,895 0 0
INDEPENDENCE CONTRACT DRILLING COM 453415309 830 265,930 SH   SOLE   265,930 0 0
INTEL CORP COM 458140100 5,730 122,090 SH   SOLE   122,090 0 0
INTERACTIVE BROKERS GROUP INC (A) COM CL A 45841N107 479 8,763 SH   SOLE   8,763 0 0
IBM CORP COM 459200101 966 8,496 SH   SOLE   8,496 0 0
INTUIT INC COM 461202103 229 1,164 SH   SOLE   1,164 0 0
JPMORGAN CHASE & CO COM 46625H100 7,414 75,949 SH   SOLE   75,949 0 0
JOHNSON & JOHNSON COM 478160104 10,477 81,189 SH   SOLE   81,189 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 1,541 16,148 SH   SOLE   16,148 0 0
KEURIG DR PEPPER INC COM 49271V100 303 11,817 SH   SOLE   11,817 0 0
KIMBERLY-CLARK CORP COM 494368103 1,802 15,818 SH   SOLE   15,818 0 0
KIRBY CORP COM 497266106 4,621 68,602 SH   SOLE   68,602 0 0
KNIGHT-SWIFT TRANSPORTATION HLDGS CL A 499049104 449 17,902 SH   SOLE   17,902 0 0
KOHL'S CORP COM 500255104 223 3,355 SH   SOLE   3,355 0 0
THE KRAFT HEINZ CO COM 500754106 1,444 33,539 SH   SOLE   33,539 0 0
LAMB WESTON HOLDINGS INC COM 513272104 1,563 21,252 SH   SOLE   21,252 0 0
LANDSTAR SYSTEM INC COM 515098101 366 3,823 SH   SOLE   3,823 0 0
ESTEE LAUDER CL A 518439104 206 1,585 SH   SOLE   1,585 0 0
LEAR CORP COM NEW 521865204 940 7,649 SH   SOLE   7,649 0 0
LEGGETT & PLATT INC COM 524660107 410 11,434 SH   SOLE   11,434 0 0
LIBERTY BROADBAND CORP (C) COM SER C 530307305 280 3,884 SH   SOLE   3,884 0 0
LIBERTY SIRIUSXM GROUP (A) COM A SIRIUSXM 531229409 259 7,031 SH   SOLE   7,031 0 0
LIBERTY SIRIUSXM GROUP (B) COM B SIRIUSXM 531229508 297 8,127 SH   SOLE   8,127 0 0
LIBERTY SIRIUSXM GROUP (C) COM C SIRIUSXM 531229607 1,182 31,967 SH   SOLE   31,967 0 0
LIBERTY FORMULA ONE (C) COM SER C FRMLA 531229854 1,503 48,959 SH   SOLE   48,959 0 0
LIBERTY BRAVES GROUP (C) COM C BRAVES GRP 531229888 5,988 240,585 SH   SOLE   240,585 0 0
ELI LILLY & CO COM 532457108 929 8,028 SH   SOLE   8,028 0 0
LITHIA MOTORS INC (A) CL A 536797103 232 3,035 SH   SOLE   3,035 0 0
LOCKHEED MARTIN CORP COM 539830109 659 2,518 SH   SOLE   2,518 0 0
LOWE'S COMPANIES INC COM 548661107 2,600 28,150 SH   SOLE   28,150 0 0
LULULEMON ATHLETICA INC COM 550021109 358 2,945 SH   SOLE   2,945 0 0
THE MADISON SQUARE GARDEN CO (A) CL A 55825T103 6,468 24,163 SH   SOLE   24,163 0 0
MARATHON PETROLEUM CORP COM 56585A102 356 6,034 SH   SOLE   6,034 0 0
MARKEL CORP COM 570535104 1,396 1,345 SH   SOLE   1,345 0 0
MARRIOTT INTL INC (A) CL A 571903202 472 4,348 SH   SOLE   4,348 0 0
MASCO CORP COM 574599106 324 11,072 SH   SOLE   11,072 0 0
MASTERCARD INC (A) CL A 57636Q104 3,451 18,294 SH   SOLE   18,294 0 0
MATRIX SERVICE CO COM 576853105 1,765 98,400 SH   SOLE   98,400 0 0
MCCORMICK & CO INC COM NON VTG 579780206 1,341 9,630 SH   SOLE   9,630 0 0
MCDERMOTT INTL INC COM 580037703 76 11,547 SH   SOLE   11,547 0 0
MCDONALDS CORP COM 580135101 8,804 49,583 SH   SOLE   49,583 0 0
MERCK & CO INC COM 58933Y105 1,577 20,634 SH   SOLE   20,634 0 0
METLIFE INC COM 59156R108 2,890 70,375 SH   SOLE   70,375 0 0
MICROSOFT CORP COM 594918104 16,544 162,887 SH   SOLE   162,887 0 0
MOBILE MINI INC COM 60740F105 2,216 69,800 SH   SOLE   69,800 0 0
MONDELEZ INTL INC CL A 609207105 1,111 27,764 SH   SOLE   27,764 0 0
MONSTER BEVERAGE CORP COM 61174X109 3,509 71,289 SH   SOLE   71,289 0 0
MOODYS CORP COM 615369105 350 2,501 SH   SOLE   2,501 0 0
MORGAN STANLEY COM NEW 617446448 563 14,196 SH   SOLE   14,196 0 0
NVR INC COM 62944T105 629 258 SH   SOLE   258 0 0
NATHAN'S FAMOUS INC COM 632347100 1,095 16,481 SH   SOLE   16,481 0 0
NATURAL GAS SERVICES GROUP COM 63886Q109 728 44,275 SH   SOLE   44,275 0 0
NAVISTAR INTL CORP COM 63934E108 3,103 119,590 SH   SOLE   119,590 0 0
NETFLIX INC COM 64110L106 309 1,155 SH   SOLE   1,155 0 0
NEXTERA ENERGY INC COM 65339F101 668 3,842 SH   SOLE   3,842 0 0
NIKE INC (B) CL B 654106103 2,168 29,236 SH   SOLE   29,236 0 0
NORFOLK SOUTHERN CORP COM 655844108 451 3,014 SH   SOLE   3,014 0 0
NORTH AMERICAN CONSTRUCTION GR COM 656811106 4,162 467,668 SH   SOLE   467,668 0 0
O'REILLY AUTOMOTIVE INC COM 67103H107 2,183 6,339 SH   SOLE   6,339 0 0
OMNICOM GROUP INC COM 681919106 258 3,526 SH   SOLE   3,526 0 0
ORACLE CORP COM 68389X105 2,261 50,068 SH   SOLE   50,068 0 0
ORION GROUP HOLDINGS INC COM 68628V308 126 29,378 SH   SOLE   29,378 0 0
PPG INDUSTRIES INC COM 693506107 438 4,288 SH   SOLE   4,288 0 0
PVH CORP COM 693656100 1,682 18,095 SH   SOLE   18,095 0 0
PAYCHEX INC COM 704326107 645 9,907 SH   SOLE   9,907 0 0
PAYPAL HOLDINGS INC COM 70450Y103 2,739 32,573 SH   SOLE   32,573 0 0
PENSKE AUTOMOTIVE GROUP INC COM 70959W103 3,213 79,699 SH   SOLE   79,699 0 0
PEPSICO INC COM 713448108 5,635 51,002 SH   SOLE   51,002 0 0
PFIZER INC COM 717081103 2,612 59,839 SH   SOLE   59,839 0 0
PHILLIPS 66 COM 718546104 3,574 41,488 SH   SOLE   41,488 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 400 3,045 SH   SOLE   3,045 0 0
POOL CORP COM 73278L105 275 1,847 SH   SOLE   1,847 0 0
POST HOLDINGS INC COM 737446104 925 10,383 SH   SOLE   10,383 0 0
T ROWE PRICE GROUP INC COM 74144T108 250 2,706 SH   SOLE   2,706 0 0
PROCTER & GAMBLE CO COM 742718109 8,061 87,692 SH   SOLE   87,692 0 0
PRUDENTIAL FINANCIAL, INC. COM 744320102 205 2,519 SH   SOLE   2,519 0 0
REGIONAL MANAGEMENT CORP COM 75902K106 1,518 63,110 SH   SOLE   63,110 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 411 7,856 SH   SOLE   7,856 0 0
ROYAL DUTCH SHELL PLC ADR (A) SPONS ADR A 780259206 332 5,700 SH   SOLE   5,700 0 0
RUSH ENTERPRISES INC (A) CL A 781846209 3,668 106,375 SH   SOLE   106,375 0 0
S&P GLOBAL INC COM 78409V104 1,913 11,260 SH   SOLE   11,260 0 0
SAIA INC COM 78709Y105 3,031 54,302 SH   SOLE   54,302 0 0
HENRY SCHEIN INC COM 806407102 740 9,420 SH   SOLE   9,420 0 0
SCHLUMBERGER LTD COM 806857108 266 7,383 SH   SOLE   7,383 0 0
SCOTTS MIRACLE-GRO CO (A) CL A 810186106 642 10,440 SH   SOLE   10,440 0 0
SEABOARD CORP COM 811543107 638 180 SH   SOLE   180 0 0
SERVICEMASTER GLOBAL HOLDINGS COM 81761R109 277 7,544 SH   SOLE   7,544 0 0
THE SHERWIN-WILLIAMS CO COM 824348106 1,371 3,484 SH   SOLE   3,484 0 0
SIRIUS XM HOLDINGS INC COM 82968B103 388 68,026 SH   SOLE   68,026 0 0
J.M. SMUCKER CO COM NEW 832696405 3,158 33,779 SH   SOLE   33,779 0 0
SONIC AUTOMOTIVE INC (A) CL A 83545G102 165 12,000 SH   SOLE   12,000 0 0
SONY CORP SPONS ADR SPONSORED ADR 835699307 293 6,072 SH   SOLE   6,072 0 0
SPECTRUM BRANDS HOLDINGS INC. COM 84790A105 273 6,462 SH   SOLE   6,462 0 0
SPIRIT AIRLINES INC COM 848577102 1,480 25,555 SH   SOLE   25,555 0 0
STARBUCKS CORP COM 855244109 1,389 21,567 SH   SOLE   21,567 0 0
SYSCO CORP COM 871829107 7,968 127,162 SH   SOLE   127,162 0 0
THE TJX COMPANIES INC COM 872540109 545 12,175 SH   SOLE   12,175 0 0
TAPESTRY INC COM 876030107 441 13,060 SH   SOLE   13,060 0 0
TARGET CORP COM 87612E106 269 4,075 SH   SOLE   4,075 0 0
TEAM INC COM 878155100 3,040 207,477 SH   SOLE   207,477 0 0
TEXAS PACIFIC LAND TRUST SUB CTF PROP I T 882610108 1,813 3,347 SH   SOLE   3,347 0 0
3M CO COM 88579Y101 4,692 24,627 SH   SOLE   24,627 0 0
TIFFANY & CO COM 886547108 1,639 20,361 SH   SOLE   20,361 0 0
TOLL BROTHERS INC COM 889478103 253 7,684 SH   SOLE   7,684 0 0
TOTAL SYSTEM SERVICES INC COM 891906109 235 2,895 SH   SOLE   2,895 0 0
TRACTOR SUPPLY CO COM 892356106 2,881 34,532 SH   SOLE   34,532 0 0
TURNING POINT BRANDS, INC. COM 90041L105 225 8,260 SH   SOLE   8,260 0 0
US BANCORP COM NEW 902973304 689 15,069 SH   SOLE   15,069 0 0
ULTA BEAUTY, INC. COM 90384S303 767 3,132 SH   SOLE   3,132 0 0
UNION PACIFIC CORP COM 907818108 1,835 13,272 SH   SOLE   13,272 0 0
UNITED PARCEL SERVICE INC (B) CL B 911312106 1,233 12,641 SH   SOLE   12,641 0 0
UNITED TECHNOLOGIES CORP COM 913017109 258 2,419 SH   SOLE   2,419 0 0
VAIL RESORTS INC COM 91879Q109 480 2,275 SH   SOLE   2,275 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 1,585 28,191 SH   SOLE   28,191 0 0
VISA INC COM CL A 92826C839 1,407 10,664 SH   SOLE   10,664 0 0
VOYA FINANCIAL INC COM 929089100 1,366 34,031 SH   SOLE   34,031 0 0
WABCO HOLDINGS INC COM 92927K102 279 2,595 SH   SOLE   2,595 0 0
WABTEC CORP COM 929740108 606 8,622 SH   SOLE   8,622 0 0
WALMART INC COM 931142103 6,279 67,413 SH   SOLE   67,413 0 0
WELLS FARGO & CO COM 949746101 583 12,654 SH   SOLE   12,654 0 0
THE WENDY'S CO COM 95058W100 1,092 69,924 SH   SOLE   69,924 0 0
WORLDPLAY INC (A) CL A 981558109 1,716 22,450 SH   SOLE   22,450 0 0
YUM BRANDS INC COM 988498101 263 2,862 SH   SOLE   2,862 0 0
ZOETIS, INC. CL A 98978V103 292 3,408 SH   SOLE   3,408 0 0
ACCENTURE PLC (A) ADR SHS CLASS A G1151C101 331 2,345 SH   SOLE   2,345 0 0
COCA-COLA EUROPEAN PARTNERS PLC ADR SHS G25839104 665 14,498 SH   SOLE   14,498 0 0
INGERSOLL-RAND PLC SHS G47791101 427 4,682 SH   SOLE   4,682 0 0
JOHNSON CONTROLS INTL PLC SHS G51502105 284 9,575 SH   SOLE   9,575 0 0
NOBLE CORP PLC SHS USD G65431101 1,753 669,254 SH   SOLE   669,254 0 0
TECHNIPFMC PLC COM G87110105 389 19,870 SH   SOLE   19,870 0 0
LIBERTY LATIN AMERICA LTD (C) COM CL C G9001E128 272 18,687 SH   SOLE   18,687 0 0
TRITON INTL LTD CL A G9078F107 6,554 210,929 SH   SOLE   210,929 0 0
FERRARI NV ADR COM N3167Y103 562 5,648 SH   SOLE   5,648 0 0