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
AFFILIATED MANAGERS GROUP COM 008252108 84,938 584,573 SH   OTR 1 0 574,731 9,842
BANK AMER CORP COM 060505104 144,148 6,522,535 SH   OTR 1 0 6,432,246 90,289
BANK OF THE OZARKS INC COM 063904106 45,355 862,427 SH   OTR 1 0 847,946 14,481
BECTON DICKINSON & CO COM 075887109 90,547 546,945 SH   OTR 1 0 537,819 9,126
BERKSHIRE HATHAWAY INC DEL CL A 084670108 5,371 22 SH   OTR 1 0 22 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,989 12,206 SH   OTR 1 0 11,557 649
CARMAX INC COM 143130102 32,202 500,108 SH   OTR 1 0 491,749 8,359
CONSTELLATION BRANDS INC CL A 21036P108 149,706 976,490 SH   OTR 1 0 960,382 16,108
CSRA INC COM 12650T104 26,329 826,933 SH   OTR 1 0 813,108 13,825
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 22,773 830,814 SH   OTR 1 0 811,024 19,790
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 11,776 439,737 SH   OTR 1 0 439,737 0
DISH NETWORK CORP CL A 25470M109 68,594 1,184,074 SH   OTR 1 0 1,163,719 20,355
DUNKIN BRANDS GROUP INC COM 265504100 39,319 749,786 SH   OTR 1 0 737,235 12,551
FEDEX CORP COM 31428X106 83,326 447,506 SH   OTR 1 0 440,042 7,464
HOME DEPOT INC COM 437076102 38,985 290,759 SH   OTR 1 0 285,892 4,867
INTERCONTINENTAL EXCHANGE IN COM 45866F104 24,974 442,637 SH   OTR 1 0 435,336 7,301
JPMORGAN CHASE & CO COM 46625H100 90,501 1,048,803 SH   OTR 1 0 1,031,319 17,484
JUNIPER NETWORKS INC COM 48203R104 40,695 1,440,020 SH   OTR 1 0 1,415,972 24,048
MCDONALDS CORP COM 580135101 51,059 419,481 SH   OTR 1 0 412,458 7,023
NETAPP INC COM 64110D104 86,424 2,450,359 SH   OTR 1 0 2,409,433 40,926
NUANCE COMMUNICATIONS INC COM 67020Y100 15,227 1,021,974 SH   OTR 1 0 1,004,850 17,124
OM ASSET MGMT PLC SHS G67506108 24,732 1,705,611 SH   OTR 1 0 1,682,742 22,869
ORACLE CORP COM 68389X105 57,154 1,486,430 SH   OTR 1 0 1,461,630 24,800
PTC INC COM 69370C100 69,837 1,509,333 SH   OTR 1 0 1,484,142 25,191
RADWARE LTD ORD M81873107 9,278 636,296 SH   OTR 1 0 626,233 10,063
SHERWIN WILLIAMS CO COM 824348106 176,483 656,705 SH   OTR 1 0 645,735 10,970
SIGNATURE BK NEW YORK N Y COM 82669G104 58,940 392,412 SH   OTR 1 0 385,850 6,562
TIME WARNER INC COM NEW 887317303 131,115 1,358,281 SH   OTR 1 0 1,335,649 22,632
UNION PAC CORP COM 907818108 52,210 503,566 SH   OTR 1 0 495,171 8,395
UNIVERSAL HLTH SVCS INC CL B 913903100 54,910 516,165 SH   OTR 1 0 507,493 8,672
VALVOLINE INC COM 92047W101 16,081 747,974 SH   OTR 1 0 735,479 12,495
VERINT SYS INC COM 92343X100 51,398 1,458,112 SH   OTR 1 0 1,433,924 24,188
VIMPELCOM LTD SPONSORED ADR 92719A106 18,639 4,841,390 SH   OTR 1 0 4,760,808 80,582
VMWARE INC CL A COM 928563402 53,435 678,704 SH   OTR 1 0 667,390 11,314
WESTERN ALLIANCE BANCORP COM 957638109 20,550 421,885 SH   OTR 1 0 414,832 7,053
WESTERN DIGITAL CORP COM 958102105 90,153 1,326,756 SH   OTR 1 0 1,303,488 23,268