Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting Berkshire Hathaway Inc.-Cl A,BRKA,cl a,Sell,084670108,543040000.0,1697.0,14.888 Oracle Corp,ORCL,,Sell,68389X105,293740000.0,5697052.0,8.053 Cimarex Energy Co,XEC,,Buy,171798101,284567000.0,3061838.0,7.802 Mastercard Inc. Class A,MA,cl a,Sell,57636Q104,254597000.0,1143693.0,6.98 Acuity Brands Inc.,AYI,,Sell,00508Y102,240106000.0,1527393.0,6.583 Gold iShares Trust ETF,IAU,ishares,Sell,464285105,217178000.0,19000659.0,5.954 Schlumberger Ltd.,SLB,,Buy,806857108,167438000.0,2748490.0,4.591 News Corp - Class A,NWSA,cl a,Sell,65249B109,164415000.0,12465126.0,4.508 Bank of America Corp,BAC,,Sell,060505104,154095000.0,5230651.0,4.225 Berkshire Hathaway Inc.-Cl B,BRKB,cl b,Sell,084670702,99582000.0,465096.0,2.73 Qurate Retail Inc. Series A,QRTEA,,Sell,74915M100,90574000.0,4078087.0,2.483 United Technologies Corp,UTX,,Sell,913017109,89316000.0,638836.0,2.449 Baidu Inc. ADR,BIDU,spon adr rep a,Sell,056752108,86928000.0,380131.0,2.383 Amdocs Ltd,DOX,ord,Sell,G02602103,86297000.0,1307932.0,2.366 Criteo SA ADR (France),CRTO,spon ads,Sell,226718104,85065000.0,3708168.0,2.332 Expeditors Intl of Washington Inc.,EXPD,,Sell,302130109,75226000.0,1023065.0,2.062 Alphabet Inc. Class 'C',GOOG,cap stk cl c,Sell,02079K107,74587000.0,62496.0,2.045 DaVita Inc,DVA,,Sell,23918K108,72452000.0,1011470.0,1.986 Net 1 UEPS Technologies,UEPS,,Sell,64107N206,65783000.0,8222846.0,1.804 Arcos Dorados Holdings Inc. - Class A,ARCO,,New,G0457F107,64237000.0,10277910.0,1.761 Aon Plc,AON,,Sell,G0408V102,62890000.0,408959.0,1.724 CVS Health Corp,CVS,,Sell,126650100,59175000.0,751716.0,1.622 Tiffany & Co.,TIF,,Sell,886547108,48140000.0,373263.0,1.32 Marsh & McLennan Cos Inc.,MMC,,Sell,571748102,47474000.0,573914.0,1.302 News Corp Class B,NWS,cl b,Sell,65249B208,43552000.0,3202366.0,1.194 Omnicom Group Inc.,OMC,,Sell,681919106,35247000.0,518185.0,0.966 American Express Company,AXP,,Sell,025816109,34576000.0,324692.0,0.948 Alphabet Inc. Class 'A',GOOGL,cap stk cl a,Sell,02079K305,25235000.0,20906.0,0.692 Goldman Sachs,GS,,Sell,38141G104,21944000.0,97859.0,0.602 Compania Cervecerias Unidas SA ADR,CCU,spon adr,Sell,204429104,17947000.0,643279.0,0.492 ASTRONICS CORP,ATRO,,Sell,046433108,17419000.0,400436.0,0.478 Adtalem Global Education,ATGE,,Sell,00737L103,12929000.0,268234.0,0.354 Phoenix New Media Ltd.,FENG,spon ads,Sell,71910C103,11655000.0,2761799.0,0.32 Teradata Corp,TDC,,Exit,88076W103,0.0,-566354.0,-0.618 Flowserve Corp.,FLS,,Exit,34354P105,0.0,-707134.0,-0.776