Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting Newmont Corp.,NEM,,Sell,651639106,101312000.0,1691640.0,16.47 Berkshire Hathaway Inc,BRKB,cl b,Sell,084670702,82468000.0,355666.0,13.406 LKQ Corp,LKQ,,Sell,501889208,71147000.0,2018923.0,11.566 Berkshire Hathaway Inc,BRKA,cl a,Sell,084670108,60868000.0,175.0,9.895 Western Union Co,WU,,Sell,959802109,52674000.0,2400834.0,8.563 Wells Fargo & Co.,WFC,,Sell,949746101,44128000.0,1462162.0,7.174 Adtalem,ATGE,,Sell,00737L103,37750000.0,1111934.0,6.137 Barrick Gold Corp,GOLD,,Sell,067901108,22672000.0,995262.0,3.686 CDK Global Inc.,CDK,,Sell,12508E101,21855000.0,421669.0,3.553 Sina Corp,SINA,,Sell,G81477104,21827000.0,515029.0,3.548 Baidu Inc,BIDU,spon adr rep a,Sell,056752108,19521000.0,90273.0,3.173 Mastercard Inc,MA,cl a,Sell,57636Q104,16878000.0,47285.0,2.744 Alphabet Inc,GOOGL,cap stk cl a,Sell,02079K305,13918000.0,7941.0,2.263 iShares Gold Trust,IAU,ishares,Sell,464285105,13716000.0,756558.0,2.23 American Express Company,AXP,,Sell,025816109,9088000.0,75161.0,1.477 Skechers USA Inc. Class A,SKX,,Sell,830566105,8613000.0,239646.0,1.4 Flowserve Corp.,FLS,,Sell,34354P105,7748000.0,210261.0,1.26 Qurate Retail Inc,QRTEA,,Sell,74915M100,4287000.0,390753.0,0.697 Loma Negra Corp,LOMA,spon ads,Sell,54150E104,3034000.0,493401.0,0.493 Astronics Corp,ATRO,,Sell,046433108,1245000.0,94125.0,0.202 Phoenix New Media Ltd,FENG,spon ads,Sell,71910C103,387000.0,322657.0,0.063 Net 1 UEPS Technologies,UEPS,,Exit,64107N206,0.0,-798561.0,-0.308 Criteo SA,CRTO,spon ads,Exit,226718104,0.0,-376719.0,-0.526 Schlumberger Ltd,SLB,,Exit,806857108,0.0,-300046.0,-0.535 Tapestry Inc.,TPR,,Exit,876030107,0.0,-610573.0,-1.094 Chevron,CVX,,Exit,166764100,0.0,-330154.0,-2.724 Alphabet Inc,GOOG,cap stk cl c,Exit,02079K107,0.0,-17074.0,-2.876