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
AIR PRODS & CHEMS INC COM 009158106 24,039 188,419 SH   SOLE   0 0 188,419
ARMSTRONG WORLD INDS INC NEW COM 04247x102 46,417 972,285 SH   SOLE   0 0 972,285
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 162,793 1,248,410 SH   SOLE   0 0 1,248,410
BLACKSTONE GROUP LP COM 09253U108 15,898 502,000 SH   SOLE   0 0 502,000
COMCAST CORP NEW CL A 20030n101 92,578 1,627,600 SH   SOLE   0 0 1,627,600
DAVITA HEALTHCARE PARTNERS I COM 23918K108 50,456 697,575 SH   SOLE   0 0 697,575
GOLAR LNG LTD BERMUDA SHS G9456A100 9,786 351,000 SH   SOLE   0 0 351,000
MCGRAW HILL FINL INC COM 580645109 12,318 142,400 SH   SOLE   0 0 142,400
MICROSOFT CORP COM 594918104 145,773 3,293,550 SH   SOLE   0 0 3,293,550
PLATFORM SPECIALTY PRODS COS COM 72766Q105 1,109 87,700 SH   SOLE   0 0 87,700
TWENTY FIRST CENTY FOX INC CL B 90130A200 120,562 4,453,727 SH   SOLE   0 0 4,453,727
VALEANT PHARMACEUTICALS INTL COM 91911K102 43,804 245,083 SH   SOLE   0 0 245,083
WELLS FARGO & CO NEW COM 949746101 176,543 3,438,040 SH   SOLE   0 0 3,438,040
ZOETIS INC CL A 98978V103 93,717 2,275,777 SH   SOLE   0 0 2,275,777