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
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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
Aspen Aerogels Common 04523Y105 19,226 3,167,322 SH   SOLE n/a 3,167,322 0 0
BOK Financial Common 05561Q201 348,371 5,826,570 SH   SOLE n/a 5,826,570 0 0
Cognizant Technology Solutions Common 192446102 4,502 75,000 SH   SOLE n/a 75,000 0 0
Calpine Corporation Common 131347304 2,435 168,292 SH   OTR n/a 0 0 168,292
Cimpress Common N20146101 1,345 16,573 SH   OTR n/a 0 0 16,573
Express Scripts Common 30219G108 1,026 11,741 SH   OTR n/a 0 0 11,741
JPMorgan Chase & Co Common 46625H100 2,729 41,334 SH   OTR n/a 0 0 41,334
Liberty Broadband Corp Common 530307305 3,445 66,421 SH   OTR n/a 0 0 66,421
Liberty Global - Series C Common G5480U120 1,821 44,674 SH   OTR n/a 0 0 44,674
Liberty Global - USD0.01A Common G5480U104 650 15,337 SH   OTR n/a 0 0 15,337
Liberty Lilac Group - Series C Common G5480U153 224 5,204 SH   OTR n/a 0 0 5,204
Live Nation Entertainment Inc. Common 538034109 547 22,271 SH   OTR n/a 0 0 22,271
Mastercard CL A Common 57636Q104 869 8,921 SH   OTR n/a 0 0 8,921
Microsoft Corp Common 594918104 4,234 76,315 SH   OTR n/a 0 0 76,315
Sirius XM Holdings Inc. Common 82968B103 1,174 288,444 SH   OTR n/a 0 0 288,444
Valeant Pharmaceuticals Common 91911K102 2,987 29,382 SH   OTR n/a 0 0 29,382