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
Apple Inc. COM 037833100 5,790 37,568 SH   SOLE   33,263 0 4,305
Arrow Electronics Inc. COM 042735100 281 3,500 SH   SOLE   3,500 0 0
Axalta Coating Sys COM g0750c108 5,087 175,900 SH   SOLE   155,440 0 20,460
Bank of NY Mellon COM 064058100 2,962 55,875 SH   SOLE   49,175 0 6,700
BankAmerica Corp. COM 060505104 4,383 172,950 SH   SOLE   152,285 0 20,665
Berkshire Hathaway B COM 084670702 23,955 130,672 SH   SOLE   115,572 0 15,100
CarMax Inc. COM 143130102 2,596 34,250 SH   SOLE   30,778 0 3,472
Costco Wholesale COM 22160K105 394 2,400 SH   SOLE   2,400 0 0
DR Horton Inc. COM 23331A109 2,927 73,301 SH   SOLE   64,725 0 8,576
Direxion Daily S&P 500 Bear 3X COM 25459y371 501 13,800 SH   SOLE   13,800 0 0
Dover Corporation COM 260137104 228 2,500 SH   SOLE   2,500 0 0
Exxon Mobil COM 30231G102 207 2,523 SH   SOLE   2,523 0 0
General Electric COM 369604103 6,312 261,035 SH   SOLE   229,235 0 31,800
General Motors COM 37045V100 6,738 166,854 SH   SOLE   146,060 0 20,794
Int'l Business Machines COM 459200101 8,579 59,130 SH   SOLE   51,965 0 7,165
Lennar Corp A COM 526057104 4,304 81,507 SH   SOLE   72,085 0 9,422
Liberty Global C COM G5480U120 6,654 203,475 SH   SOLE   185,525 0 17,950
Liberty Media C Sirius COM 531229607 6,128 146,350 SH   SOLE   133,750 0 12,600
Microsoft Corp COM 594918104 2,733 36,685 SH   SOLE   32,055 0 4,630
Shaw Comm Cl B COM 82028K200 230 10,000 SH   SOLE   10,000 0 0
USG Corporation COM 903293405 6,514 199,508 SH   SOLE   175,515 0 23,993
Wells Fargo & Co COM 949746101 4,531 82,165 SH   SOLE   72,415 0 9,750
Whirlpool Corp COM 963320106 4,216 22,860 SH   SOLE   20,270 0 2,590
Williams Companies COM 969457100 3,325 110,785 SH   SOLE   96,015 0 14,770