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
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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
Allstate Corp COM 020002101 38,970,432 278,400 SH SOLE 278,400 0 0
Atkore Inc COM 047649108 46,400,000 290,000 SH SOLE 290,000 0 0
AstraZeneca Plc COM G0593M107 29,674,445 220,900 SH SOLE 220,900 0 0
Berkshire Hathaway Inc COM 084670108 45,580,500 84 SH SOLE 84 0 0
CBRE Group Inc COM 12504L109 29,788,800 320,000 SH SOLE 320,000 0 0
CVS Health Corporation COM 126650100 30,928,632 391,700 SH SOLE 391,700 0 0
Danaher Corp COM 235851102 20,890,002 90,300 SH SOLE 90,300 0 0
Alphabet Inc. COM 02079K305 42,954,675 307,500 SH SOLE 307,500 0 0
HP Inc. COM 40434L105 43,170,123 1,434,700 SH SOLE 1,434,700 0 0
International Business Machines Corp COM 459200101 38,466,960 235,200 SH SOLE 235,200 0 0
ICON PLC COM G4705A100 33,345,646 117,800 SH SOLE 117,800 0 0
Markel Group Inc COM 570535104 39,402,225 27,750 SH SOLE 27,750 0 0
Microsoft Corporation COM 594918104 84,120,148 223,700 SH SOLE 223,700 0 0
NVent Electric PLC COM G6700G107 38,721,677 655,300 SH SOLE 655,300 0 0
VISA Inc. COM 92826C839 44,467,780 170,800 SH SOLE 170,800 0 0
Whirlpool Corp COM 963320106 20,761,785 170,500 SH SOLE 170,500 0 0