Affiliated Managers Group Com 008252108 20980 104714 SH SOLE N/A 92845 0 11869 American Cap Ltd Com 02503Y103 1823 128757 SH SOLE N/A 99316 0 29441 Ares Cap Corp Com 04010L103 14659 907096 SH SOLE N/A 822686 0 84410 Berkshire Hathaway Inc Del Cl B New 084670702 26620 192701 SH SOLE N/A 172330 0 20371 Brookfield Asset Mgmt Inc Cl A Ltd Vt Sh 112585104 33606 747459 SH SOLE N/A 663283 0 84176 Canadian Natl Ry Co Com 136375102 5125 72230 SH SOLE N/A 64392 0 7838 Discover Finl Svcs Com 254709108 20379 316495 SH SOLE N/A 280997 0 35498 Discovery Communicatns New Com Ser C 25470F302 17106 458848 SH SOLE N/A 407168 0 51680 Express Scripts Hldg Co Com 30219G108 28235 399761 SH SOLE N/A 354279 0 45482 Exxon Mobil Corp Com 30231G102 2851 30310 SH SOLE N/A 27833 0 2477 HCC Ins Hldgs Inc Com 404132102 33414 691946 SH SOLE N/A 614162 0 77784 Helmerich & Payne Inc Com 423452101 20059 204959 SH SOLE N/A 182998 0 21961 International Business Machs Com 459200101 20893 110062 SH SOLE N/A 97499 0 12563 Johnson & Johnson Com 478160104 4616 43309 SH SOLE N/A 39675 0 3634 JP Morgan Chase & Co Com 46625H100 10044 166733 SH SOLE N/A 148707 0 18026 Kinder Morgan Inc Del Com 49456B101 37525 978739 SH SOLE N/A 869219 0 109520 Kroger Co Com 501044101 26984 518915 SH SOLE N/A 460805 0 58110 Level 3 Communications Inc Com New 52729N308 27033 591152 SH SOLE N/A 522877 0 68275 National Oilwell Varco Inc Com 637071101 10401 136680 SH SOLE N/A 121418 0 15262 Price T Rowe Group Inc Com 74144T108 2447 31211 SH SOLE N/A 28192 0 3019 Qualcomm Inc Com 747525103 13160 176001 SH SOLE N/A 155605 0 20396 Radian Group Inc Com 750236101 29614 2076704 SH SOLE N/A 1839284 0 237420 Reliance Steel & Aluminum Co Com 759509102 19751 288758 SH SOLE N/A 256558 0 32200 Rouse Pptys Inc Com 779287101 17142 1060104 SH SOLE N/A 939702 0 120402 Taiwan Semiconductor Mfg Ltd Sponsored ADR 874039100 17543 869303 SH SOLE N/A 772232 0 97071 TJX Cos Inc New Com 872540109 22635 382535 SH SOLE N/A 338711 0 43824 United Technologies Corp Com 913017109 19347 183206 SH SOLE N/A 162551 0 20655 Vanguard Bd Index Fd Inc Total Bnd Mrkt 921937835 447 5460 SH SOLE N/A 1850 0 3610 Wells Fargo & Co New Com 949746101 22078 425639 SH SOLE N/A 377193 0 48446