The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ALLEGHANY CORP DEL | COM | 017175100 | 4,097 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 5,964 | 35 | SH | SOLE | 35 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B | 084670702 | 1,249 | 11,000 | SH | SOLE | 11,000 | 0 | 0 | ||
| CNA FINL CORP | COM | 126117100 | 7,636 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| COCA COLA CO | COM | 191216100 | 6,061 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| COMPASS MINERALS INTL INC | COM | 20451N101 | 11,212 | 147,000 | SH | SOLE | 147,000 | 0 | 0 | ||
| CROWN HLDGS INC | COM | 228368106 | 4,228 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| DEVON ENERGY CORP NEW | COM | 25179M103 | 8,086 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| DINEEQUITY INC | COM | 254423106 | 7,866 | 113,994 | SH | SOLE | 113,994 | 0 | 0 | ||
| DUNKIN BRANDS GROUP INC | COM | 265504100 | 2,489 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| HCC INS HLDGS INC | COM | 404132102 | 5,478 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| INTREPID POTASH INC | COM | 46121Y102 | 784 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | COM | G5480U104 | 6,745 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| LIBERTY INTERACTIVE CORP INTERACTIVE | COM SER A | 53071M104 | 5,375 | 229,000 | SH | SOLE | 229,000 | 0 | 0 | ||
| LOEWS CORP | COM | 540424108 | 6,875 | 147,100 | SH | SOLE | 147,100 | 0 | 0 | ||
| MCDONALDS CORP | COM | 580135101 | 3,175 | 33,000 | SH | SOLE | 33,000 | 0 | 0 | ||
| MOBILE MINI INC | COM | 60740F105 | 7,323 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
| MOSAIC CO | COM | 61945C103 | 4,947 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| NESTLE SA | SPON ADR | 641069406 | 3,497 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| PEPSICO INC | COM | 713448108 | 11,528 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| PIONEER NATURAL RESOURCES CO | COM | 723787107 | 11,328 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| POTASH CORP OF SASKATCHEWAN | COM | 73755L107 | 3,128 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| RANGE RESOURCES CORP | COM | 75281A109 | 4,174 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| SCRIPPS NETWORKS INTERACTIVE INC | CL A | 811065101 | 1,562 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| ULTRA PETROLEUM CORP | COM | 903914109 | 1,851 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| VISTAPRINT N V | SHS | N93540107 | 7,075 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| WPX ENERGY INC | COM | 98212B103 | 1,926 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| YUM BRANDS INC | COM | 988498101 | 7,139 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||