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 233 4,745 SH   SOLE NONE 4,745 0 0
ALLERGAN SHS G0177J108 53,566 176,518 SH   SOLE NONE 176,518 0 0
ALTRIA GROUP COM 02209S103 235 4,806 SH   SOLE NONE 4,806 0 0
AMGEN COM 031162100 221 1,440 SH   SOLE NONE 1,440 0 0
ANALOG DEVICES COM 032654105 18,040 281,068 SH   SOLE NONE 281,068 0 0
APPLE COMPUTER COM 037833100 381 3,038 SH   SOLE NONE 3,038 0 0
BANK OF AMERICA COM 060505104 32,773 1,925,548 SH   SOLE NONE 1,925,548 0 0
BERKSHIRE HATHAWAY A CL A 084670108 410 2 SH   SOLE NONE 2 0 0
BERKSHIRE HATHAWAY B CL B NEW 084670702 443 3,252 SH   SOLE NONE 3,252 0 0
BLACKROCK COM 09247X101 379 1,096 SH   SOLE NONE 1,096 0 0
BRISTOL MYERS COM 110122108 37,792 567,966 SH   SOLE NONE 567,966 0 0
CITIGROUP COM NEW 172967424 30,922 559,773 SH   SOLE NONE 559,773 0 0
COCA COLA COM 191216100 1,955 49,830 SH   SOLE NONE 49,830 0 0
CONAGRA COM 205887102 604 13,825 SH   SOLE NONE 13,825 0 0
D.R. HORTON COM 23331A109 29,082 1,062,952 SH   SOLE NONE 1,062,952 0 0
DIRECTV COM 25490A309 292 3,150 SH   SOLE NONE 3,150 0 0
DISNEY COM DISNEY 254687106 384 3,362 SH   SOLE NONE 3,362 0 0
E*TRADE FINANCIAL COM NEW 269246401 21,074 703,637 SH   SOLE NONE 703,637 0 0
EBAY COM 278642103 25,386 421,410 SH   SOLE NONE 421,410 0 0
ELI LILLY COM 532457108 27,446 328,735 SH   SOLE NONE 328,735 0 0
FIFTH THIRD BANK COM 316773100 22,124 1,062,610 SH   SOLE NONE 1,062,610 0 0
FISERV COM 337738108 421 5,086 SH   SOLE NONE 5,086 0 0
FLEXTRONICS ORD Y2573F102 24,378 2,155,450 SH   SOLE NONE 2,155,450 0 0
FOOT LOCKER COM 344849104 29,859 445,583 SH   SOLE NONE 445,583 0 0
GANNETT COM 36473H104 3,251 232,392 SH   SOLE NONE 232,392 0 0
HOME DEPOT COM 437076102 46,372 417,278 SH   SOLE NONE 417,278 0 0
HONEYWELL COM 438516106 227 2,224 SH   SOLE NONE 2,224 0 0
INTEL COM 458140100 250 8,226 SH   SOLE NONE 8,226 0 0
JOHNSON & JOHNSON COM 478160104 562 5,771 SH   SOLE NONE 5,771 0 0
LEGG MASON COM 524901105 32,037 621,724 SH   SOLE NONE 621,724 0 0
MASCO COM 574599106 24,294 910,902 SH   SOLE NONE 910,902 0 0
MERCK COM 58933Y105 257 4,516 SH   SOLE NONE 4,516 0 0
MGIC COM 552848103 24,635 2,164,800 SH   SOLE NONE 2,164,800 0 0
MORGAN STANLEY COM NEW 617446448 25,990 670,025 SH   SOLE NONE 670,025 0 0
MYLAN SHS EURO N59465109 47,958 706,718 SH   SOLE NONE 706,718 0 0
NEW YORK TIMES CL A 650111107 12,324 902,850 SH   SOLE NONE 902,850 0 0
NEWELL RUBBERMAID COM 651229106 38,059 925,774 SH   SOLE NONE 925,774 0 0
PEPSICO COM 713448108 271 2,901 SH   SOLE NONE 2,901 0 0
PFIZER COM 717081103 32,966 983,191 SH   SOLE NONE 983,191 0 0
RADIAN GROUP COM 750236101 16,269 867,210 SH   SOLE NONE 867,210 0 0
SANMINA COM 801056102 13,750 682,050 SH   SOLE NONE 682,050 0 0
TEGNA COM 87901J105 15,177 473,237 SH   SOLE NONE 473,237 0 0
TEXAS INSTRUMENTS COM 882508104 25,284 490,864 SH   SOLE NONE 490,864 0 0
TIME COM 887228104 626 27,196 SH   SOLE NONE 27,196 0 0
TIME WARNER COM NEW 887317303 20,564 235,263 SH   SOLE NONE 235,263 0 0
TOLL BROTHERS COM 889478103 20,799 544,628 SH   SOLE NONE 544,628 0 0
TOPBUILD COM 89055F103 2,972 102,480 SH   SOLE NONE 102,480 0 0
US BANCORP COM NEW 902973304 235 5,406 SH   SOLE NONE 5,406 0 0
VIACOM CL B CL B 92553P201 20,632 319,183 SH   SOLE NONE 319,183 0 0
WELLS FARGO COM 949746101 274 4,872 SH   SOLE NONE 4,872 0 0
XILINX COM 983919101 28,481 644,946 SH   SOLE NONE 644,946 0 0
YAHOO COM 984332106 40,358 1,027,183 SH   SOLE NONE 1,027,183 0 0
ALLIANCEBERNSTEIN UNIT LTD PARTN 01881G106 6,910 234,000 SH   SOLE NONE 234,000 0 0
AT&T COM 00206R102 8,380 235,936 SH   SOLE NONE 235,936 0 0
BLACKSTONE COM UNIT LTD 09253U108 12,418 303,842 SH   SOLE NONE 303,842 0 0
CON ED COM 209115104 7,607 131,426 SH   SOLE NONE 131,426 0 0
DOMINION COM 25746U109 258 3,863 SH   SOLE NONE 3,863 0 0
DUKE ENERGY COM NEW 26441C204 7,899 111,855 SH   SOLE NONE 111,855 0 0
NUVEEN INSURED ADVANTAGE MUNI COM 67071L106 363 26,800 SH   SOLE NONE 26,800 0 0
OLD REPUBLIC COM 680223104 7,734 494,800 SH   SOLE NONE 494,800 0 0
SCANA COM 80589M102 5,012 98,961 SH   SOLE NONE 98,961 0 0
SOUTHERN COM 842587107 7,400 176,607 SH   SOLE NONE 176,607 0 0
WEC ENERGY GROUP COM 92939U106 381 8,462 SH   SOLE NONE 8,462 0 0
XCEL ENERGY COM 98389B100 2,782 86,448 SH   SOLE NONE 86,448 0 0