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

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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
ARMSTRONG WORLD INDS INC NEW COM 04247x102 39,095 854,909 SH   SOLE   0 0 854,909
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 71,475 541,310 SH   SOLE   0 0 541,310
BLACKSTONE GROUP LP COM 09253U108 14,679 502,000 SH   SOLE   0 0 502,000
COMCAST CORP NEW CL A 20030n101 143,564 2,544,100 SH   SOLE   0 0 2,544,100
DAVITA HEALTHCARE PARTNERS I COM 23918K108 50,510 724,575 SH   SOLE   0 0 724,575
FIRST DATA CORP COM CL A 32008D106 23,104 1,440,371 SH   SOLE   0 0 1,440,371
GOLAR LNG LTD BERMUDA SHS G9456A100 5,542 351,000 SH   SOLE   0 0 351,000
MCGRAW HILL FINL INC COM 580645109 15,635 158,600 SH   SOLE   0 0 158,600
MICROSOFT CORP COM 594918104 177,722 3,203,350 SH   SOLE   0 0 3,203,350
TWENTY FIRST CENTY FOX INC CL B 90130A200 111,472 4,093,727 SH   SOLE   0 0 4,093,727
VALEANT PHARMACEUTICALS INTL COM 91911K102 24,913 245,083 SH   SOLE   0 0 245,083
WELLS FARGO & CO NEW COM 949746101 186,892 3,438,040 SH   SOLE   0 0 3,438,040
ZOETIS INC CL A 98978V103 103,904 2,168,277 SH   SOLE   0 0 2,168,277