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
ALLISON TRANSMISSION HLDGS I COM 01973R101 78,812 2,854,477 SH   SOLE   2,854,477 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 63,504 535,631 SH   SOLE   535,631 0 0
COMCAST CORP NEW CL A 20030N101 17,504 336,846 SH   SOLE   336,846 0 0
DANAHER CORP DEL COM 235851102 5,419 70,200 SH   SOLE   70,200 0 0
DILLARDS INC CL A 254067101 29,108 299,432 SH   SOLE   299,432 0 0
INTELSAT S A COM L5140P101 6,178 274,098 SH   SOLE   274,098 0 0
JPMORGAN CHASE & CO COM 46625H100 38,769 662,939 SH   SOLE   662,939 0 0
JPMORGAN CHASE & CO *W EXP 10/28/201 46634E114 9,451 487,400 SH   SOLE   487,400 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 12,144 136,444 SH   SOLE   136,444 0 0
ORACLE CORP COM 68389X105 72,480 1,894,406 SH   SOLE   1,894,406 0 0
SENSATA TECHNOLOGIES HLDG BV SHS N7902X106 109,600 2,826,920 SH   SOLE   2,826,920 0 0
TARGET CORP COM 87612E106 90,493 1,430,267 SH   SOLE   1,430,267 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 40,343 362,311 SH   SOLE   362,311 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 89,201 2,536,284 SH   SOLE   2,536,284 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 25,317 215,644 SH   SOLE   215,644 0 0