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
Estimated average burden
hours per response: 23.8
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
ALLERGAN PLC SHS G0177J108 687 3,350 SH   SOLE 3,350 0 0
ALLY FINL INC COM 02005N100 8,532 351,695 SH   SOLE 351,695 0 0
ALPHABET INC CAP STK CL C 02079K107 15,442 16,100 SH   SOLE 16,100 0 0
BAIDU INC SPON ADR REP A 056752108 9,957 40,199 SH   SOLE 40,199 0 0
BANC OF CALIFORNIA INC COM 05990K106 1,704 82,114 SH   SOLE 82,114 0 0
BANK OF THE OZARKS COM 063904106 4,334 90,200 SH   SOLE 90,200 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 3,022 11 SH   SOLE 11 0 0
CAREER EDUCATION CORP COM 141665109 9,109 876,696 SH   SOLE 876,696 0 0
CIT GROUP INC COM NEW 125581801 746 15,200 SH   SOLE 15,200 0 0
EBAY INC COM 278642103 7,569 196,793 SH   SOLE 196,793 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 912 14,400 SH   SOLE 14,400 0 0
FACEBOOK INC CL A 30303M102 7,459 43,653 SH   SOLE 43,653 0 0
GENERAL ELECTRIC CO COM 369604103 3,303 136,600 SH   SOLE 136,600 0 0
GENTEX CORP COM 371901109 3,518 177,700 SH   SOLE 177,700 0 0
HOSTESS BRANDS INC *W EXP 11/04/202 44109J114 823 403,486 SH   SOLE 403,486 0 0
MIDSOUTH BANCORP INC COM 598039105 245 20,369 SH   SOLE 20,369 0 0
OPUS BK IRVINE CALIF COM 684000102 439 18,300 SH   SOLE 18,300 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 480 17,000 SH   SOLE 17,000 0 0
SYMANTEC CORP COM 871503108 2,161 65,842 SH   SOLE 65,842 0 0
TECNOGLASS INC SHS G87264100 245 36,376 SH   SOLE 36,376 0 0