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
21ST CENTURY FOX CL A CL A 90130A101 440 13,000 SH   SOLE 0 0 0 13,000
AMTRUST FINANCIAL SERVICES COM 32359309 280 4,911 SH   SOLE 0 4,911 0 0
APOLLO GLOBAL MANAGEMENT - A CL A SHS 37612306 1,893 87,627 SH   SOLE 0 87,627 0 0
ASBURY AUTOMOTIVE GROUP COM 043436104 457 5,500 SH   SOLE 0 0 0 5,500
ATLAS FINANCIAL SHS NEW G06207115 177 10,000 SH   SOLE 0 0 0 10,000
BERKSHIRE HATHAWAY CLASS B CL B NEW 84670702 23,220 160,893 SH   SOLE 0 159,293 0 1,600
BLACKBERRY LTD COM 09228F103 134 15,000 SH   SOLE 0 0 0 15,000
BRISTOL-MYERS SQUIBB CO COM 110122108 478 7,403 SH   SOLE 0 0 0 7,403
CARTERS INC COM 146229109 277 3,000 SH   SOLE 0 0 0 3,000
CELANESE CORP COM SER A 150870103 3,321 59,449 SH   SOLE 0 59,395 0 54
CHESAPEAKE ENERGY CORP COM 165167107 9,559 675,088 SH   SOLE 0 675,088 0 0
FISERV INC COM 337738108 476 6,000 SH   SOLE 0 0 0 6,000
FORTRESS INVESTMENT GRP-CL A CL A 34958B106 2,381 295,096 SH   SOLE 0 295,096 0 0
GOOGLE INC-CL A CL A 38259P508 7,411 13,360 SH   SOLE 0 13,010 0 350
GOOGLE INC-CL C CL C 38259P706 7,148 13,044 SH   SOLE 0 12,694 0 350
GRACE W R & CO COM 38388F108 218 2,200 SH   SOLE 0 0 0 2,200
HRG GROUP INC COM 40434J100 4,135 331,357 SH   SOLE 0 331,357 0 0
INSTALLED BUILDING PRODUCTS COM 45780R101 2,271 104,381 SH   SOLE 0 104,211 0 170
KKR & CO LP COM UNITS 48248M102 3,156 138,378 SH   SOLE 0 138,378 0 0
LEVEL 3 COMMUNICATIONS INC COM 52729N308 40,286 748,253 SH   SOLE 0 740,188 0 8,065
LHC GROUP COM 50187A107 495 15,000 SH   SOLE 0 0 0 15,000
LIBERTY INTERACTIVE A INT COM SER A 53071M104 4,535 155,353 SH   SOLE 0 142,745 0 12,608
LIVE NATION ENTERTAINMENT IN COM 538034109 2,496 98,940 SH   SOLE 0 81,940 0 17,000
LUMBER LIQUIDATORS HOLDINGS COM 55003T107 332 10,800 SH   SOLE 0 10,800 0 0
MCDONALD'S CORP COM 580135101 444 4,560 SH   SOLE 0 4,560 0 0
MDC PARTNERS INC-A COM 552697104 636 22,444 SH   SOLE 0 22,444 0 0
MELCO CROWN ENTERTAINME-ADR DEPOSITRY RCPT 585464100 9,009 419,801 SH   SOLE 0 419,801 0 0
MONSANTO CO NEW DEL COM 61166W101 290 2,578 SH   SOLE 0 0 0 2,578
MOTOROLA SOLUTIONS INC COM NEW 620076307 367 5,500 SH   SOLE 0 0 0 5,500
NORWEGIAN CRUISE LINES SHS G66721104 1,591 29,460 SH   SOLE 0 24,460 0 5,000
ORACLE CORPORATION COM 68389X105 216 5,000 SH   SOLE 0 0 0 5,000
PLATFORM SPECIALTY PRODUCTS COM 72766Q105 450 17,530 SH   SOLE 0 17,530 0 0
POPE RESOURCES DEPOSITRY RCPT 732857107 1,269 19,991 SH   SOLE 0 19,991 0 0
REVLON INC-CLASS A CL A NEW 761525609 2,153 52,268 SH   SOLE 0 52,203 0 65
RICE ENERGY INC COM 762760106 915 42,039 SH   SOLE 0 42,039 0 0
ROCK-TENN COMPANY -CL A CL A 772739207 9,427 146,149 SH   SOLE 0 146,149 0 0
SFX ENTERTAINMENT INC COM 784178303 256 62,649 SH   SOLE 0 62,649 0 0
SIGNET JEWELERS LTD SHS G81276100 625 4,500 SH   SOLE 0 0 0 4,500
TE CONNECTIVITY LTD REG SHS H84989104 609 8,500 SH   SOLE 0 0 0 8,500
TRANSOCEAN LTD REG SHS H8817H100 174 11,866 SH   SOLE 0 11,866 0 0
TWENTY-FIRST CENTURY FOX-A CL A 90130A101 2,620 77,426 SH   SOLE 0 77,426 0 0
UNITED CONTINENTAL HOLDINGS INC COM 910047109 269 4,000 SH   SOLE 0 0 0 4,000
VALERO ENERGY CORP COM 91913Y100 1,637 25,725 SH   SOLE 0 19,325 0 6,400
VOYA FINANCIAL INC COM 929089100 13,506 313,290 SH   SOLE 0 313,290 0 0
WABCO HOLDINGS INC COM 92927K102 541 4,400 SH   SOLE 0 0 0 4,400
XO GROUP INC COM 983772104 1,591 90,020 SH   SOLE 0 90,020 0 0