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 116,084 1,401,814 SH   SOLE   1,401,814 0 0
Aspen Aerogels Common 04523Y105 23,058 3,167,322 SH   SOLE   3,167,322 0 0
BOK Financial Common 05561Q201 427,899 6,989,536 SH   SOLE   6,989,536 0 0
Cognizant Technology Solutions Common 192446102 4,679 75,000 SH   SOLE   75,000 0 0
Petroleo Brasileiros Common 71654V408 13,216 2,199,000 SH   SOLE   2,199,000 0 0
Unit Corporation Common 909218109 21,378 764,052 SH   SOLE   764,052 0 0
Express Scripts Common 30219G108 2,094 24,137 SH   OTR   0 0 24,137
Gaming & Leisure Properties Common 36467J108 1,476 40,025 SH   OTR   0 0 40,025
JPMorgan Chase & Co Common 46625H100 2,027 33,461 SH   OTR   0 0 33,461
Liberty Global - Series C Common G5480U120 1,661 33,339 SH   OTR   0 0 33,339
Mastercard CL A Common 57636Q104 771 8,921 SH   OTR   0 0 8,921
Microsoft Corp Common 594918104 3,782 93,022 SH   OTR   0 0 93,022
Philip Morris Common 718172109 1,120 14,863 SH   OTR   0 0 14,863
Sirius XM Holdings Inc. Common 82968B103 1,469 384,592 SH   OTR   0 0 384,592
Starz Liberty Common 85571Q102 1,008 29,302 SH   OTR   0 0 29,302
Valeant Pharmaceuticals Common 91911K102 3,511 17,678 SH   OTR   0 0 17,678
Viacom Common 92553P201 1,431 20,823 SH   OTR   0 0 20,823