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
ALLERGAN SHS G0177J108 47,888 176,183 SH   SOLE NONE 176,183 0 0
ALTRIA GROUP COM 02209S103 550 10,110 SH   SOLE NONE 10,110 0 0
ANALOG DEVICES COM 032654105 16,101 285,421 SH   SOLE NONE 285,421 0 0
APPLE COMPUTER COM 037833100 286 2,596 SH   SOLE NONE 2,596 0 0
BANK OF AMERICA COM 060505104 30,685 1,969,485 SH   SOLE NONE 1,969,485 0 0
BERKSHIRE HATHAWAY A CL A 084670108 390 2 SH   SOLE NONE 2 0 0
BERKSHIRE HATHAWAY B CL B NEW 084670702 476 3,652 SH   SOLE NONE 3,652 0 0
BRISTOL MYERS COM 110122108 34,082 575,716 SH   SOLE NONE 575,716 0 0
CITIGROUP COM NEW 172967424 28,680 578,110 SH   SOLE NONE 578,110 0 0
COCA COLA COM 191216100 1,965 48,980 SH   SOLE NONE 48,980 0 0
CONAGRA COM 205887102 586 14,470 SH   SOLE NONE 14,470 0 0
D.R. HORTON COM 23331A109 31,609 1,076,602 SH   SOLE NONE 1,076,602 0 0
DISNEY COM DISNEY 254687106 344 3,362 SH   SOLE NONE 3,362 0 0
E*TRADE FINANCIAL COM NEW 269246401 18,797 713,899 SH   SOLE NONE 713,899 0 0
EBAY COM 278642103 10,352 423,560 SH   SOLE NONE 423,560 0 0
ELI LILLY COM 532457108 27,796 332,135 SH   SOLE NONE 332,135 0 0
FIFTH THIRD BANK COM 316773100 20,843 1,102,210 SH   SOLE NONE 1,102,210 0 0
FISERV COM 337738108 440 5,086 SH   SOLE NONE 5,086 0 0
FLEX ORD Y2573F102 23,069 2,188,750 SH   SOLE NONE 2,188,750 0 0
FOOT LOCKER COM 344849104 32,438 450,716 SH   SOLE NONE 450,716 0 0
GANNETT COM 36473H104 3,484 236,517 SH   SOLE NONE 236,517 0 0
GENERAL ELECTRIC COM 369604103 261 10,333 SH   SOLE NONE 10,333 0 0
HOME DEPOT COM 437076102 48,686 421,558 SH   SOLE NONE 421,558 0 0
HONEYWELL COM 438516106 301 3,174 SH   SOLE NONE 3,174 0 0
INTEL COM 458140100 269 8,926 SH   SOLE NONE 8,926 0 0
JOHNSON & JOHNSON COM 478160104 530 5,676 SH   SOLE NONE 5,676 0 0
LEGG MASON COM 524901105 26,446 635,579 SH   SOLE NONE 635,579 0 0
MASCO COM 574599106 23,229 922,509 SH   SOLE NONE 922,509 0 0
MCDONALDS COM 580135101 269 2,729 SH   SOLE NONE 2,729 0 0
MERCK COM 58933Y105 237 4,791 SH   SOLE NONE 4,791 0 0
MGIC COM 552848103 20,704 2,235,850 SH   SOLE NONE 2,235,850 0 0
MORGAN STANLEY COM NEW 617446448 21,564 684,565 SH   SOLE NONE 684,565 0 0
NEW YORK TIMES CL A 650111107 10,736 909,100 SH   SOLE NONE 909,100 0 0
NEWELL RUBBERMAID COM 651229106 36,983 931,324 SH   SOLE NONE 931,324 0 0
PAYPAL HOLDINGS COM 70450Y103 13,090 421,710 SH   SOLE NONE 421,710 0 0
PEPSICO COM 713448108 226 2,401 SH   SOLE NONE 2,401 0 0
PFIZER COM 717081103 31,455 1,001,425 SH   SOLE NONE 1,001,425 0 0
PHILIP MORRIS COM 718172109 397 5,000 SH   SOLE NONE 5,000 0 0
RADIAN GROUP COM 750236101 14,275 897,210 SH   SOLE NONE 897,210 0 0
SANMINA COM 801056102 14,775 691,400 SH   SOLE NONE 691,400 0 0
TEGNA COM 87901J105 10,591 473,037 SH   SOLE NONE 473,037 0 0
TEXAS INSTRUMENTS COM 882508104 24,867 502,164 SH   SOLE NONE 502,164 0 0
THERMO FISHER COM 883556102 1,111 9,086 SH   SOLE NONE 9,086 0 0
TIME COM 887228104 518 27,202 SH   SOLE NONE 27,202 0 0
TIME WARNER COM NEW 887317303 16,399 238,535 SH   SOLE NONE 238,535 0 0
TOLL BROTHERS COM 889478103 19,074 557,078 SH   SOLE NONE 557,078 0 0
TOPBUILD COM 89055F103 3,127 100,958 SH   SOLE NONE 100,958 0 0
US BANCORP COM NEW 902973304 263 6,406 SH   SOLE NONE 6,406 0 0
VERIZON COM 92343V104 211 4,855 SH   SOLE NONE 4,855 0 0
WELLS FARGO COM 949746101 250 4,872 SH   SOLE NONE 4,872 0 0
XILINX COM 983919101 27,700 653,304 SH   SOLE NONE 653,304 0 0
ALLIANCEBERNSTEIN UNIT LTD PARTN 01881G106 6,239 234,550 SH   SOLE NONE 234,550 0 0
AT&T COM 00206R102 7,819 240,001 SH   SOLE NONE 240,001 0 0
BLACKSTONE COM UNIT LTD 09253U108 9,791 309,169 SH   SOLE NONE 309,169 0 0
CON ED COM 209115104 8,946 133,826 SH   SOLE NONE 133,826 0 0
DOMINION COM 25746U109 272 3,863 SH   SOLE NONE 3,863 0 0
DUKE ENERGY COM NEW 26441C204 8,092 112,489 SH   SOLE NONE 112,489 0 0
NUVEEN INSURED ADVANTAGE MUNI COM 67071L106 373 26,800 SH   SOLE NONE 26,800 0 0
OLD REPUBLIC COM 680223104 7,954 508,549 SH   SOLE NONE 508,549 0 0
SCANA COM 80589M102 5,621 99,911 SH   SOLE NONE 99,911 0 0
SOUTHERN COM 842587107 7,945 177,733 SH   SOLE NONE 177,733 0 0
WEC ENERGY GROUP COM 92939U106 948 18,156 SH   SOLE NONE 18,156 0 0
XCEL ENERGY COM 98389B100 3,061 86,448 SH   SOLE NONE 86,448 0 0