Anadarko Petroleum Common 032511107 118818 1401814 SH SOLE 1451814 0 0 BOK Financial Common 05561Q201 329750 4775536 SH SOLE 4775536 0 0 Petroleo Brasileiros Common 71654V408 28916 2199000 SH SOLE 2199000 0 0 Unit Corporation Common 909218109 87577 1339515 SH SOLE 1339515 0 0 Direct TV (DTV) Common 25490A309 1621 21211 SH OTR 0 0 21211 Express Scripts Common 30219G108 1812 24137 SH OTR 0 0 24137 Gaming & Leisure Properties Common 36467J108 1213 33271 SH OTR 0 0 33271 Liberty Global - Series C Common G5480U120 1036 25453 SH OTR 0 0 25453 Lorillard Inc Common 544147101 923 17074 SH OTR 0 0 17074 Mastercard CL A Common 57636Q104 666 8921 SH OTR 0 0 8921 Microsoft Cors (MSFT) Common 594918104 1974 48155 SH OTR 0 0 48155 Penn National Gaming Common 707569109 547 44381 SH OTR 0 0 44381 Philip Morris Common 718172109 1217 14863 SH OTR 0 0 14863 Republic Services Common 760759100 1443 42241 SH OTR 0 0 42241 Starz Liberty Common 85571Q102 962 29808 SH OTR 0 0 29808 Taminco Common 87509U106 702 33403 SH OTR 0 0 33403 Valeant Pharmaceuticals Common 91911K102 1505 11418 SH OTR 0 0 11418 Viacom Common 92553P201 968 11395 SH OTR 0 0 11395