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 220 4,895 SH   SOLE NONE 4,895 0 0
ALLERGAN SHS G0177J108 27,123 86,795 SH   SOLE NONE 86,795 0 0
ALTRIA GROUP COM 02209S103 589 10,110 SH   SOLE NONE 10,110 0 0
AMGEN COM 031162100 234 1,440 SH   SOLE NONE 1,440 0 0
ANALOG DEVICES COM 032654105 15,822 286,000 SH   SOLE NONE 286,000 0 0
APPLE COMPUTER COM 037833100 264 2,506 SH   SOLE NONE 2,506 0 0
BANK OF AMERICA COM 060505104 33,463 1,988,265 SH   SOLE NONE 1,988,265 0 0
BERKSHIRE HATHAWAY A CL A 084670108 396 2 SH   SOLE NONE 2 0 0
BERKSHIRE HATHAWAY B CL B NEW 084670702 467 3,537 SH   SOLE NONE 3,537 0 0
BRISTOL MYERS COM 110122108 39,245 570,508 SH   SOLE NONE 570,508 0 0
CAL ATLANTIC COM 128195104 22,542 594,455 SH   SOLE NONE 594,455 0 0
CITIGROUP COM NEW 172967424 30,220 583,958 SH   SOLE NONE 583,958 0 0
COCA COLA COM 191216100 2,072 48,230 SH   SOLE NONE 48,230 0 0
CONAGRA COM 205887102 522 12,375 SH   SOLE NONE 12,375 0 0
D.R. HORTON COM 23331A109 34,392 1,073,736 SH   SOLE NONE 1,073,736 0 0
DISNEY COM DISNEY 254687106 348 3,308 SH   SOLE NONE 3,308 0 0
E*TRADE FINANCIAL COM NEW 269246401 21,257 717,169 SH   SOLE NONE 717,169 0 0
EBAY COM 278642103 11,963 435,344 SH   SOLE NONE 435,344 0 0
ELI LILLY COM 532457108 28,027 332,629 SH   SOLE NONE 332,629 0 0
FIFTH THIRD BANK COM 316773100 22,530 1,120,877 SH   SOLE NONE 1,120,877 0 0
FISERV COM 337738108 458 5,011 SH   SOLE NONE 5,011 0 0
FLEX ORD Y2573F102 24,955 2,226,146 SH   SOLE NONE 2,226,146 0 0
FOOT LOCKER COM 344849104 29,080 446,767 SH   SOLE NONE 446,767 0 0
GANNETT COM 36473H104 3,836 235,507 SH   SOLE NONE 235,507 0 0
GENERAL ELECTRIC COM 369604103 366 11,761 SH   SOLE NONE 11,761 0 0
HOME DEPOT COM 437076102 55,163 417,108 SH   SOLE NONE 417,108 0 0
HONEYWELL COM 438516106 338 3,263 SH   SOLE NONE 3,263 0 0
INTEL COM 458140100 350 10,167 SH   SOLE NONE 10,167 0 0
JOHNSON & JOHNSON COM 478160104 636 6,189 SH   SOLE NONE 6,189 0 0
JPMORGAN CHASE COM 46625H100 299 4,521 SH   SOLE NONE 4,521 0 0
LEGG MASON COM 524901105 25,231 643,148 SH   SOLE NONE 643,148 0 0
LENNAR CL A 526057104 23,215 474,650 SH   SOLE NONE 474,650 0 0
MASCO COM 574599106 26,220 926,507 SH   SOLE NONE 926,507 0 0
MCDONALDS COM 580135101 376 3,179 SH   SOLE NONE 3,179 0 0
MERCK COM 58933Y105 253 4,791 SH   SOLE NONE 4,791 0 0
MGIC COM 552848103 17,307 1,960,050 SH   SOLE NONE 1,960,050 0 0
MICROSOFT COM 594918104 228 4,112 SH   SOLE NONE 4,112 0 0
MONDELEZ CL A 609207105 251 5,605 SH   SOLE NONE 5,605 0 0
MORGAN STANLEY COM NEW 617446448 22,203 697,991 SH   SOLE NONE 697,991 0 0
NEW YORK TIMES CL A 650111107 12,345 919,927 SH   SOLE NONE 919,927 0 0
NEWELL RUBBERMAID COM 651229106 40,522 919,281 SH   SOLE NONE 919,281 0 0
PAYPAL HOLDINGS COM 70450Y103 15,073 416,377 SH   SOLE NONE 416,377 0 0
PEPSICO COM 713448108 245 2,451 SH   SOLE NONE 2,451 0 0
PFIZER COM 717081103 32,377 1,003,017 SH   SOLE NONE 1,003,017 0 0
PHILIP MORRIS COM 718172109 484 5,500 SH   SOLE NONE 5,500 0 0
RADIAN GROUP COM 750236101 10,586 790,610 SH   SOLE NONE 790,610 0 0
REPUBLIC SERVICES COM 760759100 16,496 375,000 SH   SOLE NONE 375,000 0 0
SANMINA COM 801056102 14,484 703,812 SH   SOLE NONE 703,812 0 0
TEGNA COM 87901J105 12,273 480,918 SH   SOLE NONE 480,918 0 0
TEXAS INSTRUMENTS COM 882508104 27,417 500,227 SH   SOLE NONE 500,227 0 0
THERMO FISHER COM 883556102 1,184 8,350 SH   SOLE NONE 8,350 0 0
TIME COM 887228104 419 26,720 SH   SOLE NONE 26,720 0 0
TIME WARNER COM NEW 887317303 15,319 236,876 SH   SOLE NONE 236,876 0 0
TOLL BROTHERS COM 889478103 19,060 572,377 SH   SOLE NONE 572,377 0 0
TOPBUILD COM 89055F103 3,096 100,610 SH   SOLE NONE 100,610 0 0
US BANCORP COM NEW 902973304 216 5,056 SH   SOLE NONE 5,056 0 0
VERIZON COM 92343V104 306 6,621 SH   SOLE NONE 6,621 0 0
WASTE MANAGEMENT COM 94106L109 24,169 452,850 SH   SOLE NONE 452,850 0 0
WELLS FARGO COM 949746101 265 4,872 SH   SOLE NONE 4,872 0 0
XILINX COM 983919101 31,502 670,687 SH   SOLE NONE 670,687 0 0
ALLIANCEBERNSTEIN UNIT LTD PARTN 01881G106 5,580 233,950 SH   SOLE NONE 233,950 0 0
AT&T COM 00206R102 8,341 242,401 SH   SOLE NONE 242,401 0 0
BLACKSTONE COM UNIT LTD 09253U108 8,979 307,069 SH   SOLE NONE 307,069 0 0
CON ED COM 209115104 8,607 133,926 SH   SOLE NONE 133,926 0 0
DOMINION COM 25746U109 261 3,863 SH   SOLE NONE 3,863 0 0
DUKE ENERGY COM NEW 26441C204 8,151 114,169 SH   SOLE NONE 114,169 0 0
NUVEEN INSURED ADVANTAGE MUNI COM 67071L106 388 26,800 SH   SOLE NONE 26,800 0 0
OLD REPUBLIC COM 680223104 9,542 512,199 SH   SOLE NONE 512,199 0 0
PJT PARTNERS COM CL A 69343T107 212 7,502 SH   SOLE NONE 7,502 0 0
SCANA COM 80589M102 6,101 100,861 SH   SOLE NONE 100,861 0 0
SOUTHERN COM 842587107 8,452 180,633 SH   SOLE NONE 180,633 0 0
WEC ENERGY GROUP COM 92939U106 932 18,156 SH   SOLE NONE 18,156 0 0
XCEL ENERGY COM 98389B100 3,106 86,487 SH   SOLE NONE 86,487 0 0