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 |
| Apple Inc. | COM | 037833100 | 7,520 | 47,676 | SH | SOLE | 42,361 | 0 | 5,315 | ||
| Arrow Electronics Inc. | COM | 042735100 | 241 | 3,500 | SH | SOLE | 3,500 | 0 | 0 | ||
| Axalta Coating Sys | COM | g0750c108 | 3,289 | 140,435 | SH | SOLE | 124,935 | 0 | 15,500 | ||
| Bank of NY Mellon | COM | 064058100 | 5,290 | 112,380 | SH | SOLE | 98,930 | 0 | 13,450 | ||
| BankAmerica Corp. | COM | 060505104 | 6,261 | 254,085 | SH | SOLE | 221,145 | 0 | 32,940 | ||
| Berkshire Hathaway B | COM | 084670702 | 27,451 | 134,446 | SH | SOLE | 119,791 | 0 | 14,655 | ||
| CarMax Inc. | COM | 143130102 | 3,369 | 53,706 | SH | SOLE | 47,646 | 0 | 6,060 | ||
| CitiGroup Inc. | COM | 172967101 | 3,627 | 69,675 | SH | SOLE | 61,600 | 0 | 8,075 | ||
| Costco Wholesale | COM | 22160K105 | 489 | 2,400 | SH | SOLE | 2,400 | 0 | 0 | ||
| DR Horton Inc. | COM | 23331A109 | 2,609 | 75,265 | SH | SOLE | 66,715 | 0 | 8,550 | ||
| Direxion Daily S&P 500 Bear 3X | COM | 25459y371 | 425 | 13,800 | SH | SOLE | 13,800 | 0 | 0 | ||
| General Electric | COM | 369604103 | 2,105 | 278,042 | SH | SOLE | 247,642 | 0 | 30,400 | ||
| General Motors | COM | 37045V100 | 4,821 | 144,125 | SH | SOLE | 127,200 | 0 | 16,925 | ||
| Lennar Corp A | COM | 526057104 | 5,214 | 133,185 | SH | SOLE | 117,560 | 0 | 15,625 | ||
| Liberty Global C | COM | G5480U120 | 5,646 | 273,570 | SH | SOLE | 249,270 | 0 | 24,300 | ||
| Liberty Media C Sirius | COM | 531229607 | 6,718 | 181,660 | SH | SOLE | 165,790 | 0 | 15,870 | ||
| Schein Henry Inc. | COM | 806407102 | 2,991 | 38,090 | SH | SOLE | 33,540 | 0 | 4,550 | ||
| Shaw Comm Cl B | COM | 82028K200 | 181 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| USG Corporation | COM | 903293405 | 4,998 | 117,160 | SH | SOLE | 103,460 | 0 | 13,700 | ||
| Wells Fargo & Co | COM | 949746101 | 3,796 | 82,375 | SH | SOLE | 72,775 | 0 | 9,600 | ||
| Whirlpool Corp | COM | 963320106 | 4,829 | 45,190 | SH | SOLE | 39,905 | 0 | 5,285 | ||
| Williams Companies | COM | 969457100 | 3,381 | 153,350 | SH | SOLE | 134,475 | 0 | 18,875 | ||