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
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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
ABBOTT LABS COM 002824100 225 4,995 SH   SOLE NONE 4,995 0 0
ABBVIE COM 00287Y109 211 3,225 SH   SOLE NONE 3,225 0 0
ACTAVIS SHS G0083B108 50,487 196,135 SH   SOLE NONE 196,135 0 0
AMGEN COM 031162100 201 1,261 SH   SOLE NONE 1,261 0 0
ANALOG DEVICES COM 032654105 15,336 276,220 SH   SOLE NONE 276,220 0 0
APPLE COMPUTER COM 037833100 330 2,991 SH   SOLE NONE 2,991 0 0
BANK OF AMERICA COM 060505104 33,225 1,857,173 SH   SOLE NONE 1,857,173 0 0
BERKSHIRE HATHAWAY A CL A 084670108 452 2 SH   SOLE NONE 2 0 0
BERKSHIRE HATHAWAY B CL B NEW 084670702 488 3,252 SH   SOLE NONE 3,252 0 0
BRISTOL MYERS COM 110122108 33,871 573,792 SH   SOLE NONE 573,792 0 0
CITIGROUP COM NEW 172967424 28,997 535,889 SH   SOLE NONE 535,889 0 0
COCA COLA COM 191216100 2,561 60,647 SH   SOLE NONE 60,647 0 0
CONAGRA COM 205887102 598 16,475 SH   SOLE NONE 16,475 0 0
D.R. HORTON COM 23331A109 26,723 1,056,652 SH   SOLE NONE 1,056,652 0 0
DIRECTV COM 25490A309 27,624 318,621 SH   SOLE NONE 318,621 0 0
DISNEY COM DISNEY 254687106 317 3,362 SH   SOLE NONE 3,362 0 0
E*TRADE FINANCIAL COM NEW 269246401 16,988 700,375 SH   SOLE NONE 700,375 0 0
EBAY COM 278642103 22,655 403,690 SH   SOLE NONE 403,690 0 0
ELI LILLY COM 532457108 22,366 324,185 SH   SOLE NONE 324,185 0 0
FIFTH THIRD BANK COM 316773100 20,879 1,024,760 SH   SOLE NONE 1,024,760 0 0
FISERV COM 337738108 347 4,886 SH   SOLE NONE 4,886 0 0
FLEXTRONICS ORD Y2573F102 24,008 2,147,450 SH   SOLE NONE 2,147,450 0 0
FOOT LOCKER COM 344849104 24,578 437,480 SH   SOLE NONE 437,480 0 0
GANNETT COM 364730101 14,756 462,150 SH   SOLE NONE 462,150 0 0
HOME DEPOT COM 437076102 43,901 418,222 SH   SOLE NONE 418,222 0 0
INTEL COM 458140100 254 6,997 SH   SOLE NONE 6,997 0 0
JOHNSON & JOHNSON COM 478160104 616 5,889 SH   SOLE NONE 5,889 0 0
LEGG MASON COM 524901105 32,903 616,512 SH   SOLE NONE 616,512 0 0
MASCO COM 574599106 22,243 882,665 SH   SOLE NONE 882,665 0 0
MORGAN STANLEY COM NEW 617446448 25,344 653,200 SH   SOLE NONE 653,200 0 0
MYLAN COM 628530107 40,751 722,915 SH   SOLE NONE 722,915 0 0
NEW YORK TIMES CL A 650111107 11,220 848,700 SH   SOLE NONE 848,700 0 0
NEWELL RUBBERMAID COM 651229106 34,868 915,399 SH   SOLE NONE 915,399 0 0
PFIZER COM 717081103 29,937 961,050 SH   SOLE NONE 961,050 0 0
PROCTER & GAMBLE COM 742718109 239 2,628 SH   SOLE NONE 2,628 0 0
SANMINA COM 801056102 15,589 662,525 SH   SOLE NONE 662,525 0 0
TEXAS INSTRUMENTS COM 882508104 25,889 484,225 SH   SOLE NONE 484,225 0 0
TIME COM 887228104 695 28,228 SH   SOLE NONE 28,228 0 0
TIME WARNER COM NEW 887317303 20,075 235,020 SH   SOLE NONE 235,020 0 0
TOLL BROTHERS COM 889478103 17,697 516,400 SH   SOLE NONE 516,400 0 0
US BANCORP COM NEW 902973304 217 4,829 SH   SOLE NONE 4,829 0 0
VIACOM CL B CL B 92553P201 23,247 308,927 SH   SOLE NONE 308,927 0 0
XILINX COM 983919101 26,676 616,206 SH   SOLE NONE 616,206 0 0
YAHOO COM 984332106 51,492 1,019,433 SH   SOLE NONE 1,019,433 0 0
ALLIANCEBERNSTEIN UNIT LTD PARTN 01881G106 5,866 227,100 SH   SOLE NONE 227,100 0 0
AT&T COM 00206R102 7,606 226,436 SH   SOLE NONE 226,436 0 0
BLACKSTONE COM UNIT LTD 09253U108 10,153 300,124 SH   SOLE NONE 300,124 0 0
CON ED COM 209115104 8,344 126,400 SH   SOLE NONE 126,400 0 0
DOMINION COM 25746U109 305 3,961 SH   SOLE NONE 3,961 0 0
DUKE ENERGY COM NEW 26441C204 9,044 108,263 SH   SOLE NONE 108,263 0 0
NUVEEN INSURED ADVANTAGE MUNI COM 67071L106 378 26,800 SH   SOLE NONE 26,800 0 0
OLD REPUBLIC COM 680223104 6,834 467,100 SH   SOLE NONE 467,100 0 0
SCANA COM 80589M102 5,787 95,811 SH   SOLE NONE 95,811 0 0
SOUTHERN COM 842587107 8,321 169,432 SH   SOLE NONE 169,432 0 0
WISCONSIN ENERGY COM 976657106 397 7,530 SH   SOLE NONE 7,530 0 0
XCEL ENERGY COM 98389B100 3,102 86,348 SH   SOLE NONE 86,348 0 0