Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting LKQ Corp,LKQ,,Sell,501889208,142716000.0,5447175.0,10.586 Berkshire Hathaway Inc,BRKB,cl b,Sell,084670702,138128000.0,773784.0,10.246 Berkshire Hathaway Inc,BRKA,cl a,Sell,084670108,134452000.0,503.0,9.973 Newmont Corp.,NEM,, ,651639106,117494000.0,1903038.0,8.716 Western Union Co,WU,,Sell,959802109,102868000.0,4758014.0,7.631 iShares Gold Trust,IAU,ishares,Sell,464285105,100369000.0,5907539.0,7.445 Adtalem,ATGE,,Sell,00737L103,91790000.0,2946701.0,6.809 Oracle Corp,ORCL,,Sell,68389X105,56400000.0,1020440.0,4.184 Chevron,CVX,,Buy,166764100,45296000.0,507633.0,3.36 Sina Corp,SINA,,Sell,G81477104,44963000.0,1252090.0,3.335 Alphabet Inc,GOOGL,cap stk cl a,Sell,02079K305,41869000.0,29526.0,3.106 CDK Global Inc.,CDK,,Sell,12508E101,36911000.0,891136.0,2.738 Alphabet Inc,GOOG,cap stk cl c,Sell,02079K107,34413000.0,24344.0,2.553 Mastercard Inc,MA,cl a,Sell,57636Q104,29981000.0,101391.0,2.224 Schlumberger Ltd,SLB,,Sell,806857108,29118000.0,1583348.0,2.16 Baidu Inc,BIDU,spon adr rep a,Sell,056752108,28826000.0,240437.0,2.138 Astronics Corp,ATRO,,Sell,046433108,28624000.0,2710637.0,2.123 Barrick Gold Corp,GOLD,,Sell,067901108,28415000.0,1054733.0,2.108 Skechers USA Inc. Class A,SKX,,New,830566105,26307000.0,838341.0,1.951 American Express Company,AXP,,New,025816109,14307000.0,150287.0,1.061 Flowserve Corp.,FLS,,New,34354P105,13416000.0,470414.0,0.995 Tiffany & Co.,TIF,,New,886547108,11427000.0,93706.0,0.848 Qurate Retail Inc,QRTEA,,Sell,74915M100,10896000.0,1146899.0,0.808 Loma Negra Corp,LOMA,spon ads,Sell,54150E104,9490000.0,2227759.0,0.704 Criteo SA,CRTO,spon ads,Sell,226718104,9328000.0,819006.0,0.692 Phoenix New Media Ltd,FENG,spon ads,Sell,71910C103,6872000.0,4643560.0,0.51 Net 1 UEPS Technologies,UEPS,,Sell,64107N206,5342000.0,1757266.0,0.396 Booking Holdings Inc.,BKNG,,Sell,09857L108,3530000.0,2217.0,0.262 Unilever NV ADR,UN,spon adr,New,904784709,1990000.0,37358.0,0.148 J.M. Smucker Company,SJM,,New,832696405,1706000.0,16122.0,0.127 Dollar Tree,DLTR,,Sell,256746108,582000.0,6283.0,0.043 News Corp,NWS,cl b, ,65249B208,274000.0,22953.0,0.02 Spirit Airlines,SAVE,,Exit,848577102,0.0,-103712.0,-0.085 Cimarex Energy Co,XEC,,Exit,171798101,0.0,-1997894.0,-2.125 Acuity Brands Inc,AYI,,Exit,00508Y102,0.0,-661234.0,-3.58