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 423 13,000 SH   SOLE 0 0 0 13,000
APOLLO GLOBAL MANAGEMENT - A CL A SHS 37612306 1,920 86,685 SH   SOLE 0 86,685 0 0
ASBURY AUTOMOTIVE GROUP COM 043436104 498 5,500 SH   SOLE 0 0 0 5,500
ATLAS FINANCIAL SHS NEW G06207115 201 10,150 SH   SOLE 0 0 0 10,150
BERKSHIRE HATHAWAY CLASS B CL B NEW 84670702 21,825 160,351 SH   SOLE 0 158,751 0 1,600
BLACKBERRY LTD COM 09228F103 123 15,000 SH   SOLE 0 0 0 15,000
BLUE BIRD CORP COM 95306106 344 26,472 SH   SOLE 0 26,472 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 494 7,418 SH   SOLE 0 0 0 7,417
CAPITOL ACQUISITION CORP II COM 14056V105 627 59,462 SH   SOLE 0 59,462 0 0
CELANESE CORP COM SER A 150870103 3,594 50,000 SH   SOLE 0 49,946 0 54
CHESAPEAKE ENERGY CORP COM 165167107 4,870 436,021 SH   SOLE 0 436,021 0 0
CLUBCORP HOLDINGS INC COM 18948M108 1,450 60,706 SH   SOLE 0 60,706 0 0
FISERV INC COM 337738108 497 6,000 SH   SOLE 0 0 0 6,000
FORTRESS INVESTMENT GRP-CL A CL A 34958B106 1,999 273,888 SH   SOLE 0 273,888 0 0
GOOGLE INC-CL A CL A 38259P508 6,776 13,005 SH   SOLE 0 12,655 0 350
GOOGLE INC-CL C CL C 38259P706 7,208 13,360 SH   SOLE 0 13,010 0 350
GRACE W R & CO COM 38388F108 221 2,200 SH   SOLE 0 0 0 2,200
HRG GROUP INC COM 40434J100 3,719 286,052 SH   SOLE 0 286,052 0 0
INSTALLED BUILDING PRODUCTS COM 45780R101 1,788 73,026 SH   SOLE 0 72,856 0 170
KKR & CO LP COM UNITS 48248M102 3,108 136,003 SH   SOLE 0 136,003 0 0
LEVEL 3 COMMUNICATIONS INC COM 52729N308 37,904 719,649 SH   SOLE 0 711,584 0 8,065
LHC GROUP COM 50187A107 574 15,000 SH   SOLE 0 0 0 15,000
LIBERTY INTERACTIVE CORP Q-A QVC GP COM SER A 53071M104 4,258 153,454 SH   SOLE 0 140,846 0 12,608
LIVE NATION ENTERTAINMENT IN COM 538034109 2,775 100,940 SH   SOLE 0 83,940 0 17,000
LUMBER LIQUIDATORS HOLDINGS COM 55003T107 224 10,800 SH   SOLE 0 10,800 0 0
MCDONALD'S CORP COM 580135101 6,394 67,260 SH   SOLE 0 67,260 0 0
MELCO CROWN ENTERTAINME-ADR DEPOSITRY RCPT 585464100 8,241 419,801 SH   SOLE 0 419,801 0 0
MONSANTO CO NEW DEL COM 61166W101 275 2,582 SH   SOLE 0 0 0 2,582
MOTOROLA SOLUTIONS INC COM NEW 620076307 315 5,500 SH   SOLE 0 0 0 5,500
NORWEGIAN CRUISE LINES SHS G66721104 3,075 54,873 SH   SOLE 0 49,873 0 5,000
ORACLE CORPORATION COM 68389X105 202 5,000 SH   SOLE 0 0 0 5,000
PLATFORM SPECIALTY PRODUCTS COM 72766Q105 1,637 63,996 SH   SOLE 0 63,996 0 0
POPE RESOURCES DEPOSITRY RCPT 732857107 1,369 19,991 SH   SOLE 0 19,991 0 0
REVLON INC-CLASS A CL A NEW 761525609 1,888 51,423 SH   SOLE 0 51,358 0 65
RICE ENERGY INC COM 762760106 9,287 445,851 SH   SOLE 0 445,851 0 0
ROCK-TENN COMPANY -CL A CL A 772739207 11,361 188,728 SH   SOLE 0 188,728 0 0
SIGNET JEWELERS LTD SHS G81276100 577 4,500 SH   SOLE 0 0 0 4,500
TE CONNECTIVITY LTD REG SHS H84989104 547 8,500 SH   SOLE 0 0 0 8,500
TRANSOCEAN LTD REG SHS H8817H100 182 11,313 SH   SOLE 0 11,313 0 0
UNITED CONTINENTAL HOLDINGS INC COM 910047109 212 4,000 SH   SOLE 0 0 0 4,000
VALERO ENERGY CORP COM 91913Y100 1,610 25,725 SH   SOLE 0 19,325 0 6,400
VIAD CORP COM 92552R406 920 33,943 SH   SOLE 0 33,943 0 0
VOYA FINANCIAL INC COM 929089100 14,559 313,290 SH   SOLE 0 313,290 0 0
WABCO HOLDINGS INC COM 92927K102 544 4,400 SH   SOLE 0 0 0 4,400
XO GROUP INC COM 983772104 1,472 90,020 SH   SOLE 0 90,020 0 0