Anadarko Petroleum Common 032511107 142200 1401814 SH SOLE n/a 1401814 0 0 Aspen Aerogels Common 04523Y105 31927 3167322 SH SOLE n/a 3167322 0 0 BOK Financial Common 05561Q201 317478 4775536 SH SOLE n/a 4775536 0 0 Petroleo Brasileiros Common 71654V408 31204 2199000 SH SOLE n/a 2199000 0 0 Unit Corporation Common 909218109 44812 764052 SH SOLE n/a 764052 0 0 Direct TV Common 25490A309 970 11212 SH OTR n/a 0 0 11212 Express Scripts Common 30219G108 1705 24137 SH OTR n/a 0 0 24137 Gaming & Leisure Properties Common 36467J108 1237 40025 SH OTR n/a 0 0 40025 JPMorgan Chase & Co Common 466625H10 2016 33461 SH OTR n/a 0 0 33461 Liberty Global - Series C Common G5480U120 1044 25453 SH OTR n/a 0 0 25453 Lorillard Inc Common 544147101 1146 19122 SH OTR n/a 0 0 19122 Mastercard CL A Common 57636Q104 659 8921 SH OTR n/a 0 0 8921 Microsoft Cors Common 594918104 2232 48155 SH OTR n/a 0 0 48155 Penn National Gaming Common 707569109 498 44381 SH OTR n/a 0 0 44381 Philip Morris Common 718172109 1240 14863 SH OTR n/a 0 0 14863 Starz Liberty Common 85571Q102 986 29808 SH OTR n/a 0 0 29808 Taminco Common 87509U106 872 33403 SH OTR n/a 0 0 33403 Valeant Pharmaceuticals Common 91911K102 2319 17678 SH OTR n/a 0 0 17678 Viacom Common 92553P201 1398 18169 SH OTR n/a 0 0 18169