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
Anadarko Petroleum Common 032511107 153,457 1,401,814 SH   SOLE n/a 1,451,814 0 0
Aspen Aerogels Common 04523Y105 34,999 3,167,322 SH   SOLE n/a 3,167,322 0 0
BOK Financial Common 05561Q201 318,051 4,775,536 SH   SOLE n/a 4,775,536 0 0
Petroleo Brasileiros Common 71654V408 32,171 2,199,000 SH   SOLE n/a 2,199,000 0 0
Unit Corporation Common 909218109 60,896 884,730 SH   SOLE n/a 1,339,515 0 0
Direct TV Common 25490A309 1,803 21,211 SH   OTR n/a 0 0 21,211
Express Scripts Common 30219G108 1,673 24,137 SH   OTR n/a 0 0 24,137
Gaming & Leisure Properties Common 36467J108 1,130 33,271 SH   OTR n/a 0 0 33,271
JPMorgan Chase & Co Common 466625H10 1,786 31,004 SH   OTR n/a 0 0 31,004
Liberty Global - Series C Common G5480U120 1,077 25,453 SH   OTR n/a 0 0 25,453
Lorillard Inc Common 544147101 759 12,451 SH   OTR n/a 0 0 17,074
Mastercard CL A Common 57636Q104 655 8,921 SH   OTR n/a 0 0 8,921
Microsoft Cors Common 594918104 2,008 48,155 SH   OTR n/a 0 0 48,155
Penn National Gaming Common 707569109 539 44,381 SH   OTR n/a 0 0 44,381
Philip Morris Common 718172109 1,253 14,863 SH   OTR n/a 0 0 14,863
Starz Liberty Common 85571Q102 888 29,808 SH   OTR n/a 0 0 29,808
Taminco Common 87509U106 777 33,403 SH   OTR n/a 0 0 33,403
Valeant Pharmaceuticals Common 91911K102 1,683 13,343 SH   OTR n/a 0 0 11,418
Viacom Common 92553P201 988 11,395 SH   OTR n/a 0 0 11,395