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 | 4,000 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC | CL A | 084670108 | 6,227 | 35 | SH | SOLE | 35 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC | CL B | 084670702 | 1,304 | 11,000 | SH | SOLE | 11,000 | 0 | 0 | ||
| CNA FINL CORP | COM | 126117100 | 8,578 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| COCA COLA CO | COM | 191216100 | 6,610 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| COMPASS MINERALS INTL INC | COM | 20451N101 | 11,767 | 147,000 | SH | SOLE | 147,000 | 0 | 0 | ||
| CROWN HLDGS INC | COM | 228368106 | 4,903 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| DEVON ENERGY CORP | COM | 25179M103 | 7,734 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| DINEEQUITY INC | COM | 254423106 | 9,524 | 113,994 | SH | SOLE | 113,994 | 0 | 0 | ||
| DUNKIN BRANDS GROUP INC | COM | 265504100 | 2,651 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| HCC INS HLDGS INC | COM | 404132102 | 5,768 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| LIBERTY GLOBAL PLC USD0.01 A | COM | G5480U104 | 8,010 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| LIBERTY INTERACTIVE CORP INTERACTIVE COM SER A | COM SER A | 53071M104 | 6,721 | 229,000 | SH | SOLE | 229,000 | 0 | 0 | ||
| LOEWS CORP | COM | 540424108 | 7,096 | 147,100 | SH | SOLE | 147,100 | 0 | 0 | ||
| MCDONALDS CORP | COM | 580135101 | 3,202 | 33,000 | SH | SOLE | 33,000 | 0 | 0 | ||
| MOBILE MINI INC | COM | 60740F105 | 8,854 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
| NESTLE SA SPON ADR EACH REPR 1 COM CHF0.10 | SPONSORED ADR | 641069406 | 3,671 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| PEPSICO INC | COM | 713448108 | 12,026 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| PIONEER NATURAL RESOURCES CO | COM | 723787107 | 11,044 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| RANGE RESOURCES CORP | COM | 75281A109 | 4,637 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| SCRIPPS NETWORKS INTERACTIVE INC | CL A | 811065101 | 1,728 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| ULTRA PETROLEUM CORP COM NPV | COM | 903914109 | 1,949 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| VISTAPRINT N V | SHS | N93540107 | 7,106 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| WPX ENERGY INC | COM | 98212B103 | 2,038 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| YUM BRANDS INC | COM | 988498101 | 7,561 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||