Companies covered: AutoZone, Inc. (NYSE:AZO), Berkshire Hathaway Inc. (NYSE:BRK/A), Biglari Holdings Inc. (NYSE:BH), Penske Automotive Group, Inc. (NYSE:PAG), General Electric Company (NYSE:GE), Mitsui & Co Ltd (ADR) (OTCMKTS:MITSY), Ford Motor Company (NYSE:F), Fiat Chrysler Automobiles N.V. (NYSE:FCAU), General Motors Company (NYSE:GM), BAYER MOTOREN WERK ADR (OTCMKTS:BMWYY), Sonic Automotive, Inc. (NYSE:SAH), Asbury Automotive Group Inc (NYSE:ABG), AutoNation, Inc. (NYSE:AN), Willdan Group, Inc. (NASDAQ:WLDN), Silver Spring Networks, Inc. (NYSE:SSNI), AxoGen, Inc. (NASDAQ:AXGN), NanoString Technologies, Inc. (NASDAQ:NSTG), LogMein, Inc. (NASDAQ:LOGM), Citrix Systems, Inc. (NASDAQ:CTXS), Banc of California, Inc. (NYSE:BANC), Tesla Motors, Inc. (NASDAQ:TSLA), Procter & Gamble Company (The) (NYSE:PG), Johnson & Johnson (NYSE:JNJ), Alphabet Inc (NASDAQ:GOOG), Apple Inc. (NASDAQ:AAPL), AT&T Inc. (NYSE:T), Amazon.com, Inc. (NASDAQ:AMZN), Costco Wholesale Corporation (NASDAQ:COST), Chevron Corporation (NYSE:CVX), J.C. Penney Company, Inc. (OTCMKTS:JCPNQ), Best Buy Co., Inc. (NYSE:BBY), Brookfield Asset Management Inc (NYSE:BAM), American Tower Corporation (REIT) (NYSE:AMT), McDonald's Corporation (NYSE:MCD), Nestle SA (OTCMKTS:NSRGY), Hershey Company (The) (NYSE:HSY), Pfizer, Inc. (NYSE:PFE), U.S. Bancorp (NYSE:USB), Diageo plc (NYSE:DEO), Discovery Communications, Inc. (NASDAQ:DISCA), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Intel Corporation (NASDAQ:INTC), Samsung Electronics Co Ltd (KRX:005930), Housing Development Finance Corp Ltd (NSE:HDFC), Unilever PLC (NYSE:UL), KEYENCE CORP NPV (OTCMKTS:KYCCF), Grand Canyon Education, Inc. (NASDAQ:LOPE), Drew Industries Incorporated (NYSE:DW), Inphi Corporation (NYSE:IPHI), WageWorks, Inc. (NYSE:WAGE), Leucadia National Corporation (NYSE:LUK), Barrick Gold Corporation (NYSE:GOLD), HP Inc (NYSE:HPQ), Hewlett Packard Enterprise Co (NYSE:HPE), WPX Energy, Inc. (NYSE:WPX), Williams Companies, Inc. (The) (NYSE:WMB), Verizon Communications Inc. (NYSE:VZ), T-Mobile US, Inc. (NASDAQ:TMUS), Sprint Corporation (NYSE:S), Yahoo! Inc. (NASDAQ:YHOO), Chipotle Mexican Grill, Inc. (NYSE:CMG), Ionis Pharmaceuticals Inc (NASDAQ:IONS), Biogen Inc. (NASDAQ:BIIB), Bayer AG (ADR) (OTCMKTS:BAYRY), GlaxoSmithKline PLC (NYSE:GSK), AstraZeneca PLC (NASDAQ:AZN), Nektar Therapeutics (NASDAQ:NKTR), Bristol-Myers Squibb Company (NYSE:BMY), PTC Therapeutics, Inc. (NASDAQ:PTCT), Alkermes plc (NASDAQ:ALKS), Telefonaktiebolaget LM Ericsson (NASDAQ:ERIC), Nokia Corporation (NYSE:NOK), Electrolux AB (ADR) (OTCMKTS:ELUXY), AB SKF (ADR) (OTCMKTS:SKFRY), Metso Oyj (ADR) (OTCMKTS:MXCYY), Volvo AB (ADR) (OTCMKTS:VOLVY), Scania AB (ADR) (OTCMKTS:SVKBY), Sears Holdings Corporation (OTCMKTS:SHLDQ), Whirlpool Corporation (NYSE:WHR)
