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
Aspen Aerogels Common 04523Y105 13,081 3,167,322 SH   SOLE n/a 3,167,322 0 0
BOK Financial Common 05561Q201 278,337 3,351,842 SH   SOLE n/a 3,351,842 0 0
Cognizant Technology Solutions Common 192446102 4,202 75,000 SH   SOLE n/a 75,000 0 0
Diageo PLC Common 25243Q205 1,559 15,000 SH   SOLE n/a 15,000 0 0
Allergan PLC Common G0177J108 1,129 5,378 SH   OTR n/a 0 0 5,378
Berkshire Hathaway Inc. - CL B Common 084670702 2,273 13,948 SH   OTR n/a 0 0 13,948
Calpine Corporation Common 131347304 1,064 93,118 SH   OTR n/a 0 0 93,118
Cimpress N.V. Common N20146101 1,518 16,573 SH   OTR n/a 0 0 16,573
Commerce Hub Inc. Common 20084V306 529 35,169 SH   OTR n/a 0 0 35,169
JPMorgan Chase & Co Common 46625H100 3,543 41,058 SH   OTR n/a 0 0 41,058
Liberty Broadband Corp Common 530307305 3,628 48,987 SH   OTR n/a 0 0 48,987
Liberty Global - Series C Common G5480U120 1,638 55,143 SH   OTR n/a 0 0 55,143
Liberty Global - Lilac Series A Common G5480U138 524 23,860 SH   OTR n/a 0 0 23,860
Liberty Media Corp Series C Sirius XM Group Common 531229607 1,053 31,038 SH   OTR n/a 0 0 31,038
Live Nation Entertainment Inc. Common 538034109 1,110 41,731 SH   OTR n/a 0 0 41,731
Moodys Corp Common 615369105 1,088 11,543 SH   OTR n/a 0 0 11,543
Microsoft Corp Common 594918104 2,967 47,746 SH   OTR n/a 0 0 47,746
Valeant Pharmaceuticals Common 91911K102 427 29,382 SH   OTR n/a 0 0 29,382