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
ALLERGAN PLC SHS G0177J108 3,552 14,865 SH   SOLE 14,865 0 0
ALLY FINL INC COM 02005N100 3,850 189,390 SH   SOLE 189,390 0 0
ALPHABET INC CAP STK CL C 02079K107 12,825 15,460 SH   SOLE 15,460 0 0
BAIDU INC SPON ADR REP A 056752108 10,866 62,983 SH   SOLE 62,983 0 0
BANC OF CALIFORNIA INC COM 05990K106 958 46,300 SH   SOLE 46,300 0 0
BANCFIRST CORP COM 05945F103 1,009 11,223 SH   SOLE 11,223 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 2,748 11 SH   SOLE 11 0 0
CAREER EDUCATION CORP COM 141665109 3,203 368,132 SH   SOLE 368,132 0 0
EBAY INC COM 278642103 10,796 321,598 SH   SOLE 321,598 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 4,482 68,000 SH   SOLE 68,000 0 0
FACEBOOK INC CL A 30303M102 5,058 35,606 SH   SOLE 35,606 0 0
GENTEX CORP COM 371901109 5,135 240,738 SH   SOLE 240,738 0 0
HOSTESS BRANDS INC CL A 44109J106 6,680 420,935 SH   SOLE 420,935 0 0
HOSTESS BRANDS INC *W EXP 11/04/202 44109J114 1,319 467,587 SH   SOLE 467,587 0 0
KORN FERRY INTL COM NEW 500643200 2,965 94,144 SH   SOLE 94,144 0 0
LIBERTY INTERACTIVE CORP QVC GP COM SER A 53071M104 7,104 354,821 SH   SOLE 354,821 0 0
SYMANTEC CORP COM 871503108 2,020 65,842 SH   SOLE 65,842 0 0
SYNERON MEDICAL LTD ORD SHS M87245102 4,106 389,177 SH   SOLE 389,177 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 3,077 95,000 SH   SOLE 95,000 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 11,342 86,652 SH   SOLE 86,652 0 0