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
AGILYSYS INC COM 00847J105 1,733 110,000 SH   SOLE   110,000 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 2,092 67,000 SH   SOLE   67,000 0 0
AT&T INC COM 00206R102 106,631 2,680,896 SH   SOLE   2,680,896 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 133,789 997,530 SH   SOLE   997,530 0 0
BROCADE COMMUNICATIONS SYS I COM NEW 111621306 1,705 170,000 SH   SOLE   170,000 0 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106 137,997 2,460,392 SH   SOLE   2,460,392 0 0
COGENT COMM GROUP INC COM NEW 19239V302 143,317 3,135,103 SH   SOLE   3,135,103 0 0
COMMONWEALTH REIT COM SH BEN INT 203233101 2,075 78,700 SH   SOLE   78,700 0 0
COMPUWARE CORP COM 205638109 1,623 128,000 SH   SOLE   128,000 0 0
COMVERSE INC COM 20585P105 1,314 29,929 SH   SOLE   29,929 0 0
DARDEN RESTAURANTS INC COM 237194105 982 15,953 SH   SOLE   15,953 0 0
DIGITAL RLTY TR INC COM 253868103 2,223 40,000 SH   SOLE   40,000 0 0
DIRECTV COM 25490A309 139,850 1,790,100 SH   SOLE   1,790,100 0 0
DSP GROUP INC COM 23332B106 1,779 162,040 SH   SOLE   162,040 0 0
DTS INC COM 23335C101 49,424 1,827,290 SH   SOLE   1,827,290 0 0
EMULEX CORP COM NEW 292475209 1,377 170,000 SH   SOLE   170,000 0 0
ENTROPIC COMMUNICATIONS INC COM 29384R105 1,675 315,000 SH   SOLE   315,000 0 0
EVERTEC INC COM 30040P103 4,041 144,846 SH   SOLE   144,846 0 0
FIDELITY NATIONAL FINANCIAL CL A 31620R105 1,762 48,000 SH   SOLE   48,000 0 0
HOLOGIC INC COM 436440101 1,643 65,000 SH   SOLE   65,000 0 0
ICONIX BRAND GROUP INC COM 451055107 152,384 3,393,063 SH   SOLE   3,393,063 0 0
ITURAN LOCATION AND CONTROL SHS M6158M104 12,418 507,269 SH   SOLE   507,269 0 0
LEGG MASON INC COM 524901105 1,578 32,100 SH   SOLE   32,100 0 0
MICROS SYS INC COM 594901100 1,544 23,800 SH   SOLE   23,800 0 0
MICROSOFT CORP COM 594918104 2,010 47,500 SH   SOLE   47,500 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 2,167 126,000 SH   SOLE   126,000 0 0
OUTERWALL INC COM 690070107 2,002 26,300 SH   SOLE   26,300 0 0
PMC-SIERRA INC COM 69344F106 1,673 230,000 SH   SOLE   230,000 0 0
SIRIUS XM HLDGS INC COM 82968B103 103,971 26,334,800 SH   SOLE   26,334,800 0 0
TESSERA TECHNOLOGIES INC COM 88164L100 1,625 72,900 SH   SOLE   72,900 0 0
WAUSAU PAPER CORP COM 943315101 1,721 120,000 SH   SOLE   120,000 0 0
WET SEAL INC CL A 961840105 1,342 434,500 SH   SOLE   434,500 0 0
WILLIAMS COS INC DEL COM 969457100 1,178 27,000 SH   SOLE   27,000 0 0