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
AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 1,791 87,615 SH   DFND 1 87,615 0 0
AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 2,403 117,543 SH   DFND 2 117,543 0 0
AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 846 41,367 SH   SOLE   41,367 0 0
AMERICAN RLTY CAP PPTYS INC COM 02917T104 15,367 1,096,047 SH   DFND 1 1,096,047 0 0
AMERICAN RLTY CAP PPTYS INC COM 02917T104 20,616 1,470,442 SH   DFND 2 1,470,442 0 0
AMERICAN RLTY CAP PPTYS INC COM 02917T104 7,255 517,491 SH   SOLE   517,491 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,512 76,114 SH   DFND 1 76,114 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12,762 102,119 SH   DFND 2 102,119 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,489 35,919 SH   SOLE   35,919 0 0
CHENIERE ENERGY INC COM NEW 16411R208 12,139 219,321 SH   DFND 1 219,321 0 0
CHENIERE ENERGY INC COM NEW 16411R208 16,302 294,517 SH   DFND 2 294,517 0 0
CHENIERE ENERGY INC COM NEW 16411R208 5,735 103,618 SH   SOLE   103,618 0 0
CIMAREX ENERGY CO COM 171798101 6,486 54,455 SH   DFND 1 54,455 0 0
CIMAREX ENERGY CO COM 171798101 8,706 73,090 SH   DFND 2 73,090 0 0
CIMAREX ENERGY CO COM 171798101 3,063 25,719 SH   SOLE   25,719 0 0
COMCAST CORP NEW CL A 20030N101 10,981 219,451 SH   DFND 1 219,451 0 0
COMCAST CORP NEW CL A 20030N101 14,732 294,410 SH   DFND 2 294,410 0 0
COMCAST CORP NEW CL A 20030N101 5,185 103,622 SH   SOLE   103,622 0 0
CONCHO RES INC COM 20605P101 8,056 65,765 SH   DFND 1 65,765 0 0
CONCHO RES INC COM 20605P101 10,809 88,235 SH   DFND 2 88,235 0 0
CONCHO RES INC COM 20605P101 3,802 31,033 SH   SOLE   31,033 0 0
E HOUSE CHINA HLDGS LTD ADR 26852W103 9,678 800,505 SH   DFND 1 800,505 0 0
E HOUSE CHINA HLDGS LTD ADR 26852W103 12,985 1,074,001 SH   DFND 2 1,074,001 0 0
E HOUSE CHINA HLDGS LTD ADR 26852W103 4,571 378,076 SH   SOLE   378,076 0 0
ENDO INTL PLC SHS G30401106 9,822 143,073 SH   DFND 1 143,073 0 0
ENDO INTL PLC SHS G30401106 13,177 191,941 SH   DFND 2 191,941 0 0
ENDO INTL PLC SHS G30401106 4,639 67,569 SH   SOLE   67,569 0 0
EXONE CO COM 302104104 1,879 52,444 SH   DFND 1 52,444 0 0
EXONE CO COM 302104104 2,521 70,346 SH   DFND 2 70,346 0 0
EXONE CO COM 302104104 889 24,798 SH   SOLE   24,798 0 0
FIDELITY NATIONAL FINANCIAL CL A 31620R105 7,223 229,750 SH   DFND 1 229,750 0 0
FIDELITY NATIONAL FINANCIAL CL A 31620R105 9,691 308,230 SH   DFND 2 308,230 0 0
FIDELITY NATIONAL FINANCIAL CL A 31620R105 3,410 108,474 SH   SOLE   108,474 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 11,965 103,952 SH   DFND 1 103,952 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 16,052 139,460 SH   DFND 2 139,460 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 5,649 49,081 SH   SOLE   49,081 0 0
GEOSPACE TECHNOLOGIES CORP COM 37364X109 453 6,846 SH   DFND 1 6,846 0 0
GEOSPACE TECHNOLOGIES CORP COM 37364X109 608 9,186 SH   DFND 2 9,186 0 0
GEOSPACE TECHNOLOGIES CORP COM 37364X109 213 3,225 SH   SOLE   3,225 0 0
GOGO INC COM 38046C109 5,464 266,015 SH   DFND 1 266,015 0 0
GOGO INC COM 38046C109 7,338 357,246 SH   DFND 2 357,246 0 0
GOGO INC COM 38046C109 2,583 125,732 SH   SOLE   125,732 0 0
GOOGLE INC CL A 38259P508 9,136 8,197 SH   DFND 1 8,197 0 0
GOOGLE INC CL A 38259P508 12,256 10,997 SH   DFND 2 10,997 0 0
GOOGLE INC CL A 38259P508 4,314 3,871 SH   SOLE   3,871 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 13,029 489,073 SH   DFND 1 489,073 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 17,481 656,206 SH   DFND 2 656,206 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 6,152 230,931 SH   SOLE   230,931 0 0
ING U S INC COM 45685E106 2,972 81,948 SH   DFND 1 81,948 0 0
ING U S INC COM 45685E106 3,988 109,954 SH   DFND 2 109,954 0 0
ING U S INC COM 45685E106 1,405 38,750 SH   SOLE   38,750 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 8,581 210,787 SH   DFND 1 210,787 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 11,511 282,767 SH   DFND 2 282,767 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 4,055 99,600 SH   SOLE   99,600 0 0
MASONITE INTL CORP NEW COM 575385109 5,919 104,725 SH   DFND 1 104,725 0 0
MASONITE INTL CORP NEW COM 575385109 7,941 140,497 SH   DFND 2 140,497 0 0
MASONITE INTL CORP NEW COM 575385109 2,795 49,444 SH   SOLE   49,444 0 0
NORTHSTAR RLTY FIN CORP COM 66704R100 16,932 1,049,100 SH Call DFND 1 1,049,100 0 0
NORTHSTAR RLTY FIN CORP COM 66704R100 22,717 1,407,500 SH Call DFND 2 1,407,500 0 0
NORTHSTAR RLTY FIN CORP COM 66704R100 7,996 495,400 SH Call SOLE   495,400 0 0
PRICELINE COM INC COM NEW 741503403 9,349 7,844 SH   DFND 1 7,844 0 0
PRICELINE COM INC COM NEW 741503403 12,542 10,523 SH   DFND 2 10,523 0 0
PRICELINE COM INC COM NEW 741503403 4,414 3,703 SH   SOLE   3,703 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 14,295 179,362 SH   DFND 1 179,362 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 19,178 240,630 SH   DFND 2 240,630 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 6,749 84,685 SH   SOLE   84,685 0 0
STEWART INFORMATION SVCS COR COM 860372101 2,712 77,204 SH   DFND 1 77,204 0 0
STEWART INFORMATION SVCS COR COM 860372101 3,638 103,551 SH   DFND 2 103,551 0 0
STEWART INFORMATION SVCS COR COM 860372101 1,281 36,456 SH   SOLE   36,456 0 0
TEAM HEALTH HOLDINGS INC COM 87817A107 9,597 214,457 SH   DFND 1 214,457 0 0
TEAM HEALTH HOLDINGS INC COM 87817A107 12,904 288,348 SH   DFND 2 288,348 0 0
TEAM HEALTH HOLDINGS INC COM 87817A107 4,538 101,413 SH   SOLE   101,413 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 11,659 374,651 SH   DFND 1 374,651 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 15,642 502,627 SH   DFND 2 502,627 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 5,505 176,889 SH   SOLE   176,889 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 7,441 257,661 SH   DFND 1 257,661 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 9,983 345,670 SH   DFND 2 345,670 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 3,514 121,669 SH   SOLE   121,669 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 12,576 171,735 SH   DFND 1 171,735 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 16,872 230,398 SH   DFND 2 230,398 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 5,938 81,085 SH   SOLE   81,085 0 0