Anadarko Petroleum Common 032511107 153457 1401814 SH SOLE n/a 1451814 0 0 Aspen Aerogels Common 04523Y105 34999 3167322 SH SOLE n/a 3167322 0 0 BOK Financial Common 05561Q201 318051 4775536 SH SOLE n/a 4775536 0 0 Petroleo Brasileiros Common 71654V408 32171 2199000 SH SOLE n/a 2199000 0 0 Unit Corporation Common 909218109 60896 884730 SH SOLE n/a 1339515 0 0 Direct TV Common 25490A309 1803 21211 SH OTR n/a 0 0 21211 Express Scripts Common 30219G108 1673 24137 SH OTR n/a 0 0 24137 Gaming & Leisure Properties Common 36467J108 1130 33271 SH OTR n/a 0 0 33271 JPMorgan Chase & Co Common 466625H10 1786 31004 SH OTR n/a 0 0 31004 Liberty Global - Series C Common G5480U120 1077 25453 SH OTR n/a 0 0 25453 Lorillard Inc Common 544147101 759 12451 SH OTR n/a 0 0 17074 Mastercard CL A Common 57636Q104 655 8921 SH OTR n/a 0 0 8921 Microsoft Cors Common 594918104 2008 48155 SH OTR n/a 0 0 48155 Penn National Gaming Common 707569109 539 44381 SH OTR n/a 0 0 44381 Philip Morris Common 718172109 1253 14863 SH OTR n/a 0 0 14863 Starz Liberty Common 85571Q102 888 29808 SH OTR n/a 0 0 29808 Taminco Common 87509U106 777 33403 SH OTR n/a 0 0 33403 Valeant Pharmaceuticals Common 91911K102 1683 13343 SH OTR n/a 0 0 11418 Viacom Common 92553P201 988 11395 SH OTR n/a 0 0 11395