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 23,084 86,123 SH   SOLE NONE 86,123 0 0
ALTRIA GROUP COM 02209S103 634 10,110 SH   SOLE NONE 10,110 0 0
AMGEN COM 031162100 221 1,471 SH   SOLE NONE 1,471 0 0
ANALOG DEVICES COM 032654105 16,961 286,559 SH   SOLE NONE 286,559 0 0
APPLE COMPUTER COM 037833100 292 2,677 SH   SOLE NONE 2,677 0 0
BANK OF AMERICA COM 060505104 26,904 1,989,943 SH   SOLE NONE 1,989,943 0 0
BERKSHIRE HATHAWAY A CL A 084670108 427 2 SH   SOLE NONE 2 0 0
BERKSHIRE HATHAWAY B CL B NEW 084670702 483 3,404 SH   SOLE NONE 3,404 0 0
BRISTOL MYERS COM 110122108 35,738 559,462 SH   SOLE NONE 559,462 0 0
CAL ATLANTIC COM 128195104 19,623 587,155 SH   SOLE NONE 587,155 0 0
CITIGROUP COM NEW 172967424 24,392 584,242 SH   SOLE NONE 584,242 0 0
CLOROX COMPANY COM 189054109 14,639 116,125 SH   SOLE NONE 116,125 0 0
COCA COLA COM 191216100 2,097 45,203 SH   SOLE NONE 45,203 0 0
CONAGRA COM 205887102 463 10,367 SH   SOLE NONE 10,367 0 0
D.R. HORTON COM 23331A109 31,952 1,056,962 SH   SOLE NONE 1,056,962 0 0
DISNEY COM DISNEY 254687106 312 3,142 SH   SOLE NONE 3,142 0 0
E*TRADE FINANCIAL COM NEW 269246401 17,399 710,449 SH   SOLE NONE 710,449 0 0
EBAY COM 278642103 10,216 428,156 SH   SOLE NONE 428,156 0 0
ELI LILLY COM 532457108 23,688 328,950 SH   SOLE NONE 328,950 0 0
FACEBOOK CL A 30303M102 209 1,828 SH   SOLE NONE 1,828 0 0
FIFTH THIRD BANK COM 316773100 18,533 1,110,426 SH   SOLE NONE 1,110,426 0 0
FISERV COM 337738108 494 4,811 SH   SOLE NONE 4,811 0 0
FLEX ORD Y2573F102 26,694 2,213,450 SH   SOLE NONE 2,213,450 0 0
FOOT LOCKER COM 344849104 28,401 440,323 SH   SOLE NONE 440,323 0 0
GANNETT COM 36473H104 3,244 214,292 SH   SOLE NONE 214,292 0 0
GENERAL ELECTRIC COM 369604103 424 13,334 SH   SOLE NONE 13,334 0 0
HOME DEPOT COM 437076102 52,284 391,846 SH   SOLE NONE 391,846 0 0
HONEYWELL COM 438516106 378 3,372 SH   SOLE NONE 3,372 0 0
INTEL COM 458140100 325 10,052 SH   SOLE NONE 10,052 0 0
JOHNSON & JOHNSON COM 478160104 709 6,554 SH   SOLE NONE 6,554 0 0
JPMORGAN CHASE COM 46625H100 277 4,674 SH   SOLE NONE 4,674 0 0
LENNAR CL A 526057104 22,788 471,217 SH   SOLE NONE 471,217 0 0
MASCO COM 574599106 28,729 913,475 SH   SOLE NONE 913,475 0 0
MCDONALDS COM 580135101 407 3,242 SH   SOLE NONE 3,242 0 0
MERCK COM 58933Y105 229 4,331 SH   SOLE NONE 4,331 0 0
MGIC COM 552848103 17,284 2,253,450 SH   SOLE NONE 2,253,450 0 0
MICROSOFT COM 594918104 244 4,416 SH   SOLE NONE 4,416 0 0
MORGAN STANLEY COM NEW 617446448 17,590 703,311 SH   SOLE NONE 703,311 0 0
MOTOROLA SOLUTIONS COM NEW 620076307 2,695 35,596 SH   SOLE NONE 35,596 0 0
NEWELL RUBBERMAID COM 651229106 40,260 909,003 SH   SOLE NONE 909,003 0 0
PAYPAL HOLDINGS COM 70450Y103 15,837 410,283 SH   SOLE NONE 410,283 0 0
PEPSICO COM 713448108 259 2,531 SH   SOLE NONE 2,531 0 0
PFIZER COM 717081103 26,879 906,859 SH   SOLE NONE 906,859 0 0
PHILIP MORRIS COM 718172109 540 5,500 SH   SOLE NONE 5,500 0 0
PROCTER & GAMBLE COM 742718109 29,496 358,354 SH   SOLE NONE 358,354 0 0
RADIAN GROUP COM 750236101 11,223 905,110 SH   SOLE NONE 905,110 0 0
REPUBLIC SERVICES COM 760759100 17,780 373,134 SH   SOLE NONE 373,134 0 0
SANMINA COM 801056102 16,366 700,000 SH   SOLE NONE 700,000 0 0
T-MOBILE COM 872590104 2,605 68,016 SH   SOLE NONE 68,016 0 0
TEGNA COM 87901J105 10,239 436,437 SH   SOLE NONE 436,437 0 0
TELEPHONE & DATA SYSTEMS COM NEW 879433829 1,345 44,700 SH   SOLE NONE 44,700 0 0
TEXAS INSTRUMENTS COM 882508104 28,518 496,664 SH   SOLE NONE 496,664 0 0
THERMO FISHER COM 883556102 956 6,750 SH   SOLE NONE 6,750 0 0
TIME COM 887228104 370 23,938 SH   SOLE NONE 23,938 0 0
TIME WARNER COM NEW 887317303 15,443 212,860 SH   SOLE NONE 212,860 0 0
TOPBUILD COM 89055F103 2,933 98,630 SH   SOLE NONE 98,630 0 0
US BANCORP COM NEW 902973304 205 5,056 SH   SOLE NONE 5,056 0 0
VERIZON COM 92343V104 371 6,856 SH   SOLE NONE 6,856 0 0
WASTE MANAGEMENT COM 94106L109 26,651 451,718 SH   SOLE NONE 451,718 0 0
WELLS FARGO COM 949746101 248 5,130 SH   SOLE NONE 5,130 0 0
XILINX COM 983919101 31,609 666,434 SH   SOLE NONE 666,434 0 0
ALLIANCEBERNSTEIN UNIT LTD PARTN 01881G106 5,439 232,150 SH   SOLE NONE 232,150 0 0
AT&T COM 00206R102 9,560 244,057 SH   SOLE NONE 244,057 0 0
BLACKSTONE COM UNIT LTD 09253U108 8,532 304,169 SH   SOLE NONE 304,169 0 0
CON ED COM 209115104 10,181 132,876 SH   SOLE NONE 132,876 0 0
DOMINION COM 25746U109 312 4,151 SH   SOLE NONE 4,151 0 0
DUKE ENERGY COM NEW 26441C204 9,251 114,669 SH   SOLE NONE 114,669 0 0
NUVEEN INSURED ADVANTAGE MUNI COM 67071L106 407 26,800 SH   SOLE NONE 26,800 0 0
OLD REPUBLIC COM 680223104 9,360 512,049 SH   SOLE NONE 512,049 0 0
SCANA COM 80589M102 7,033 100,261 SH   SOLE NONE 100,261 0 0
SOUTHERN COM 842587107 9,330 180,352 SH   SOLE NONE 180,352 0 0
WEC ENERGY COM 92939U106 1,150 19,137 SH   SOLE NONE 19,137 0 0
XCEL ENERGY COM 98389B100 3,613 86,387 SH   SOLE NONE 86,387 0 0
SPIDER ETF GOLD GOLD SHS 78463V107 248 2,112 SH   SOLE NONE 2,112 0 0