<TABLE>
FORM 13 F INFORMATION TABLE
<CAPTION>
FORM 13F INFORMATION TABLE
NAME OF ISSUER TITLE OF VALUE SHARES/ SH/ INVSTMT OTHER VOTING AUTHORITY
CLASS CUSIP x$1000 PRN AMT PRN DSCRETN MANAGERS SOLE SHARED NONE
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
AMERICAN CAPITAL STRATEGIES COM 024937104 1599 63500 SH SOLE 63500 0 0
ANGLOGOLD ADR COM 35128206 3386 226658 SH SOLE 169868 0 56790
ASHANTI GOLDFIELDS GDR COM 043743202 3757 2003500 SH SOLE 2003500 0 0
BAKER HUGHES INC COM 57224107 7793 187500 SH SOLE 187500 0 0
BAXTER INTERNATIONAL INC. COM 071813109 9123 103300 SH SOLE 103300 0 0
BELL & HOWELL CO COM 077852101 5808 352000 SH SOLE 352000 0 0
BERKSHIRE HATHAWAY "B" COM 084670207 9392 3990 SH SOLE 3990 0 0
BURLINGTON NORTHERN SANTA FE CORP COM 12189T104 10277 363000 SH SOLE 363000 0 0
CNH GLOBAL COM N20935107 3942 457000 SH SOLE 457000 0 0
HCA THE HEALTHCARE COMPANY COM 197677107 6010 136550 SH SOLE 136550 0 0
CONTINENTAL AIRLINES COM 210795308 4073 78900 SH SOLE 78900 0 0
DE BEERS ADR COM 240253302 8196 306400 SH SOLE 192900 0 113500
DELL COMPUTER COM 247025109 5284 303000 SH SOLE 303000 0 0
DELPHI AUTOMOTIVE SYSTEMS CORP COM 247126105 4009 356325 SH SOLE 356325 0 0
DUN & BRADSTREET COM 26483B106 3185 123100 SH SOLE 123100 0 0
EASTMAN KODAK COM 277461109 6422 163100 SH SOLE 163100 0 0
ERICSSON LM TELEPHONE CO ADR COM 294821400 926 82800 SH SOLE 82800 0 0
FIRST DATA CORP COM 319963104 16212 307700 SH SOLE 307700 0 0
FLEET FINANCIAL GROUP INC COM 338915101 3046 81100 SH SOLE 81100 0 0
FLUOR CORP NEW COM 343861100 4334 131100 SH SOLE 131100 0 0
FMC CORP COM 302491303 7334 102300 SH SOLE 102300 0 0
FREEPORT MCMORAN COPPER AND GAS COM 35671D857 3543 413800 SH SOLE 413800 0 0
FRESENIUS MEDICAL CARE - ADS COM 358029106 81553 2999656 SH SOLE 2573192 0 426464
GEORGIA PACIFIC - TIMBER GROUP COM 373298702 3425 114400 SH SOLE 114400 0 0
GENERAL MOTORS CORP COM 370442105 7819 153500 SH SOLE 153500 0 0
HARCOURT GENERAL INC COM 41163G101 7899 138100 SH SOLE 138100 0 0
HASBRO INC COM 418056107 3474 327000 SH SOLE 327000 0 0
HEWLETT PACKARD COM 428236103 4179 132400 SH SOLE 132400 0 0
IMC GLOBAL INC COM 449669100 11625 746978 SH SOLE 746978 0 0
INCO LTD COM 453258402 5945 354700 SH SOLE 354700 0 0
INTERNATIONAL BUSINESS MACHINES CORP COM 459200101 5865 69000 SH SOLE 69000 0 0
INDUSTRIE NATUZZI SPA ADR COM 456478106 18718 1527989 SH SOLE 1334489 0 193500
KANSAS CITY SOUTHERN INDUSTRIES COM 485170302 4232 418000 SH SOLE 418000 0 0
KROGER CO COM 501044101 7770 287100 SH SOLE 287100 0 0
LEAR CORP COM 521865105 4188 168800 SH SOLE 168800 0 0
LIMITED INC COM 532716107 5023 294366 SH SOLE 294366 0 0
LOCKHEED MARTIN CORP COM 501921100 5126 151000 SH SOLE 151000 0 0
LTV CORP COM 501921100 446 1298763 SH SOLE 1298763 0 0
LUXOTTICA GROUP SPA ADR COM 55068R202 67350 4898154 SH SOLE 4271654 0 626500
MANDALAY RESORT GROUP COM 562567107 6823 311000 SH SOLE 311000 0 0
MASSEY ENERGY CO COM 57206106 1672 131100 SH SOLE 131100 0 0
MATTEL COM 577081102 3783 262000 SH SOLE 262000 0 0
MCCORMICK & CO COM 579780206 7072 196100 SH SOLE 196100 0 0
MERCURY GENERAL CORP COM 589400100 7064 161000 SH SOLE 161000 0 0
MILLENIUM CHEMICALS INC COM 599903101 6527 360100 SH SOLE 360100 0 0
MONSANTO CO COM 61166W101 1231 45500 SH SOLE 45500 0 0
MOODYS CORPORATION COM 615369105 6324 246200 SH SOLE 246200 0 0
NEIMAN MARCUS GROUP INC CLASS B COM 640204202 1338 40399 SH SOLE 40399 0 0
NORTHWEST AIRLINES COM 667280101 9550 317000 SH SOLE 317000 0 0
PHILIP MORRIS COMPANIES INC COM 718154107 4158 94500 SH SOLE 94500 0 0
PPG INDUSTRIES INC COM 693506107 5465 118000 SH SOLE 118000 0 0
RAYTHEON "A" COM 755111101 4968 171298 SH SOLE 171298 0 0
READERS DIGEST "A" COM 755267101 7888 201600 SH SOLE 201600 0 0
RYANS FAMILY STEAKHOUSE COM 783519101 2652 281000 SH SOLE 281000 0 0
SOUTH AFRICAN BREWERIES ADR COM 836216309 877 124811 SH SOLE 124811 0 0
SABRE HOLDINGS CORP COM 785905100 4497 104277 SH SOLE 104277 0 0
SARA LEE COM 803111103 7425 302300 SH SOLE 302300 0 0
SBC COMMUNICATIONS INC COM 78387G103 8020 167952 SH SOLE 167952 0 0
TELEFONOS DE MEXICO SA ADR COM 879403780 5356 118700 SH SOLE 79700 0 39000
TEMPLE INLAND COM 879868107 7368 137400 SH SOLE 137400 0 0
TOYS "R" US COM 892335100 7443 446000 SH SOLE 446000 0 0
TRW INC COM 872649108 5053 130400 SH SOLE 130400 0 0
UNITRIN INC COM 913275103 7759 191000 SH SOLE 191000 0 0
UNOVA COM 2116842 840 231800 SH SOLE 231800 0 0
VITRO SOCIEDAD ANONIMA ADR COM 928502301 2146 840450 SH SOLE 585450 0 255000
WASTE MANAGEMENT INC COM 94106L109 9518 343000 SH SOLE 343000 0 0
WELLPOINT HEALTH NETWORKS COM 94973H108 6500 56400 SH SOLE 56400 0 0
</TABLE>
