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
ABBOTT LABS COM 002824100 231 4,995 SH   SOLE NONE 4,995 0 0
ACTAVIS SHS G0083B108 57,348 192,689 SH   SOLE NONE 192,689 0 0
AMGEN COM 031162100 220 1,375 SH   SOLE NONE 1,375 0 0
ANALOG DEVICES COM 032654105 17,649 280,143 SH   SOLE NONE 280,143 0 0
APPLE COMPUTER COM 037833100 335 2,691 SH   SOLE NONE 2,691 0 0
BANK OF AMERICA COM 060505104 29,136 1,893,173 SH   SOLE NONE 1,893,173 0 0
BERKSHIRE HATHAWAY A CL A 084670108 435 2 SH   SOLE NONE 2 0 0
BERKSHIRE HATHAWAY B CL B NEW 084670702 469 3,252 SH   SOLE NONE 3,252 0 0
BRISTOL MYERS COM 110122108 37,221 577,066 SH   SOLE NONE 577,066 0 0
CITIGROUP COM NEW 172967424 28,424 551,713 SH   SOLE NONE 551,713 0 0
COCA COLA COM 191216100 2,394 59,049 SH   SOLE NONE 59,049 0 0
CONAGRA COM 205887102 609 16,675 SH   SOLE NONE 16,675 0 0
D.R. HORTON COM 23331A109 30,377 1,066,602 SH   SOLE NONE 1,066,602 0 0
DIRECTV COM 25490A309 26,895 316,039 SH   SOLE NONE 316,039 0 0
DISNEY COM DISNEY 254687106 353 3,362 SH   SOLE NONE 3,362 0 0
E*TRADE FINANCIAL COM NEW 269246401 20,207 707,651 SH   SOLE NONE 707,651 0 0
EBAY COM 278642103 23,857 413,616 SH   SOLE NONE 413,616 0 0
ELI LILLY COM 532457108 23,815 327,809 SH   SOLE NONE 327,809 0 0
FIFTH THIRD BANK COM 316773100 19,387 1,028,510 SH   SOLE NONE 1,028,510 0 0
FISERV COM 337738108 388 4,886 SH   SOLE NONE 4,886 0 0
FLEXTRONICS ORD Y2573F102 27,338 2,156,850 SH   SOLE NONE 2,156,850 0 0
FOOT LOCKER COM 344849104 27,958 443,772 SH   SOLE NONE 443,772 0 0
GANNETT COM 364730101 17,432 470,126 SH   SOLE NONE 470,126 0 0
HOME DEPOT COM 437076102 47,436 417,538 SH   SOLE NONE 417,538 0 0
HONEYWELL COM 438516106 214 2,053 SH   SOLE NONE 2,053 0 0
INTEL COM 458140100 250 7,984 SH   SOLE NONE 7,984 0 0
JOHNSON & JOHNSON COM 478160104 678 6,739 SH   SOLE NONE 6,739 0 0
LEGG MASON COM 524901105 34,262 620,688 SH   SOLE NONE 620,688 0 0
MASCO COM 574599106 24,142 904,191 SH   SOLE NONE 904,191 0 0
MORGAN STANLEY COM NEW 617446448 23,718 664,550 SH   SOLE NONE 664,550 0 0
MYLAN SHS EURO N59465109 42,446 715,176 SH   SOLE NONE 715,176 0 0
NEW YORK TIMES CL A 650111107 12,006 872,550 SH   SOLE NONE 872,550 0 0
NEWELL RUBBERMAID COM 651229106 35,980 920,899 SH   SOLE NONE 920,899 0 0
PFIZER COM 717081103 33,938 975,505 SH   SOLE NONE 975,505 0 0
SANMINA COM 801056102 16,239 671,325 SH   SOLE NONE 671,325 0 0
TEXAS INSTRUMENTS COM 882508104 27,788 485,939 SH   SOLE NONE 485,939 0 0
TIME COM 887228104 625 27,874 SH   SOLE NONE 27,874 0 0
TIME WARNER COM NEW 887317303 19,875 235,370 SH   SOLE NONE 235,370 0 0
TOLL BROTHERS COM 889478103 20,981 533,324 SH   SOLE NONE 533,324 0 0
US BANCORP COM NEW 902973304 211 4,829 SH   SOLE NONE 4,829 0 0
VIACOM CL B CL B 92553P201 21,305 311,927 SH   SOLE NONE 311,927 0 0
XILINX COM 983919101 26,435 624,935 SH   SOLE NONE 624,935 0 0
YAHOO COM 984332106 45,665 1,027,683 SH   SOLE NONE 1,027,683 0 0
ALLIANCEBERNSTEIN UNIT LTD PARTN 01881G106 7,165 232,100 SH   SOLE NONE 232,100 0 0
AT&T COM 00206R102 7,504 229,836 SH   SOLE NONE 229,836 0 0
BLACKSTONE COM UNIT LTD 09253U108 11,610 298,524 SH   SOLE NONE 298,524 0 0
CON ED COM 209115104 7,774 127,450 SH   SOLE NONE 127,450 0 0
DOMINION COM 25746U109 281 3,961 SH   SOLE NONE 3,961 0 0
DUKE ENERGY COM NEW 26441C204 8,466 110,263 SH   SOLE NONE 110,263 0 0
NUVEEN INSURED ADVANTAGE MUNI COM 67071L106 389 26,800 SH   SOLE NONE 26,800 0 0
OLD REPUBLIC COM 680223104 7,088 474,450 SH   SOLE NONE 474,450 0 0
SCANA COM 80589M102 5,271 95,861 SH   SOLE NONE 95,861 0 0
SOUTHERN COM 842587107 7,631 172,332 SH   SOLE NONE 172,332 0 0
WISCONSIN ENERGY COM 976657106 373 7,530 SH   SOLE NONE 7,530 0 0
XCEL ENERGY COM 98389B100 3,009 86,448 SH   SOLE NONE 86,448 0 0