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
Berkshire Hathaway Hld B Common Stock 084670702 17,462,946 153,845 SH   SOLE   153,845 0 0
Berkshire Hathaway Inc. CL "A" Common Stock 084670108 2,556,150 15 SH   SOLE   15 0 0
Agnico Eagle Common Stock 268648102 397,050 15,000 SH   SOLE   15,000 0 0
Credit Acceptance Corporation Common Stock 225310101 13,031,478 117,602 SH   SOLE   117,602 0 0
D R Horton Inc Common Stock 23331A109 8,369,473 430,750 SH   SOLE   430,750 0 0
Range Resources Corp Com Common Stock 75281A109 5,123,334 67,510 SH   SOLE   67,510 0 0
Novagold Resources Inc New Common Stock 66987E206 682,080 294,000 SH   SOLE   294,000 0 0
ETFS Metal Securities Austrailia LTD Redeemable Pref SHS Common Stock Q3635T113 327,320 2,672 SH   SOLE   2,672 0 0
Vodaphone Group Plc ADR Common Stock 92857W209 1,444,139 41,050 SH   SOLE   41,050 0 0
Maxim Integrated Products Common Stock 57772K101 1,923,390 64,500 SH   SOLE   64,500 0 0
Ritchie Bros. Auction Common Stock 767744105 1,192,638 59,100 SH   SOLE   59,100 0 0
Lazard Ltd Pfd Common Stock G54050102 5,185,439 143,960 SH   SOLE   143,960 0 0
Canadian Natural Resources Common Stock 136385101 517,188 16,450 SH   SOLE   16,450 0 0
Duluth Metals Common Stock 26443R100 35,400 30,000 SH   SOLE   30,000 0 0
Johnson & Johnson Common Stock 478160104 2,733,336 31,530 SH   SOLE   31,530 0 0
Textura Corporation Common Stock 883211104 21,466,979 498,305 SH   SOLE   498,305 0 0
Goldcorp Inc. Common Stock 380956409 3,397,166 130,610 SH   SOLE   130,610 0 0
Ford Motor Company Common Stock 345370860 253,050 15,000 SH   SOLE   15,000 0 0
Cenovus Energy Inc Common Stock 15135U109 208,950 7,000 SH   SOLE   7,000 0 0
SWS Group Common Stock 78503N107 55,800 10,000 SH   SOLE   10,000 0 0
Central Funds of Canada Common Stock 153501101 338,100 23,000 SH   SOLE   23,000 0 0
Enterprise Prods Partners LP Common Stock 293792107 3,270,828 53,585 SH   SOLE   53,585 0 0
Portfolio Recovery As. Common Stock 73640Q105 1,168,635 19,500 SH   SOLE   19,500 0 0
SPDR Gold Trust Common Stock 78463V107 4,652,678 36,298 SH   SOLE   36,298 0 0
Petaquilla Minerals LTD Common Stock 716013107 10,125 31,640 SH   SOLE   31,640 0 0
Transdigm Group Inc. Common Stock 893641100 846,070 6,100 SH   SOLE   6,100 0 0
Kinger Morgan, Inc. Common Stock 49456B101 2,955,867 83,100 SH   SOLE   83,100 0 0
Dunkin Brands Group IN Common Stock 265504100 5,761,598 127,300 SH   SOLE   127,300 0 0
Sprott Physical Gold Trust Common Stock 85207H104 1,132,819 102,750 SH   SOLE   102,750 0 0
New Gold, Inc. Common Stock 664535106 2,211,404 369,800 SH   SOLE   369,800 0 0
Exxon Mobil Corporation Common Stock 30231G102 1,061,045 12,332 SH   SOLE   12,332 0 0
KB Home Common Stock 48666K109 882,980 49,000 SH   SOLE   49,000 0 0
Schlumberger Common Stock 806857108 1,723,020 19,500 SH   SOLE   19,500 0 0
American International Group Common Stock 026874784 5,568,378 114,505 SH   SOLE   114,505 0 0
Silver Springs Networking Inc Common Stock 82817Q103 1,156,778 66,750 SH   SOLE   66,750 0 0
STAG Industrial Inc. Common Stock 85254J102 1,986,850 98,750 SH   SOLE   98,750 0 0