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
ALLERGAN INC COM 18490102 68,722 323,262 SH   SOLE   0 0 0
ALTRIA GROUP INC. COM 02209S103 43,808 889,134 SH   SOLE   0 0 0
AMERICAN EXPRESS COMPANY COM 25816109 29,845 320,775 SH   SOLE   0 0 0
AMERICAN HOMES 4 RENT 'A' CL A 02665T306 29,087 1,708,009 SH   SOLE   0 0 0
AMERICAN TOWER REIT INC. COM 03027X100 43,561 440,678 SH   SOLE   0 0 0
ANHEUSER-BUSCH INBEV SPN ADR SPONSORED ADR 03524A108 20,451 182,081 SH   SOLE   0 0 0
APPLE INC. COM 37833100 86,729 785,732 SH   SOLE   0 0 0
ASML HOLDING NV-NY REG SHS NY REGISTRY SHS N07059210 9,705 90,000 SH   SOLE   0 0 0
BANK OF AMERICA CORP. COM 60505104 30,867 1,725,370 SH   SOLE   0 0 0
BERKSHIRE HATHAWAY CL. A CL A 84670108 226 1 SH   SOLE   0 0 0
BERKSHIRE HATHAWAY INC. CL B CL B NEW 84670702 82,685 550,683 SH   SOLE   0 0 0
BROOKFIELD INFRASTRUCTURE P LP LP INT UNIT G16252101 8,491 202,790 SH   SOLE   0 0 0
CAESARSTONE SDOT-YAM LTD ORD SHS M20598104 1,504 25,140 SH   SOLE   0 0 0
CARMIKE CINEMAS INC. COM 143436400 1,038 39,520 SH   SOLE   0 0 0
CINEDIGM CORP. COM 172406100 35 21,351 SH   SOLE   0 0 0
CITIGROUP INC. COM NEW 172967424 30,146 557,120 SH   SOLE   0 0 0
COPART INC COM 217204106 868 23,780 SH   SOLE   0 0 0
COVIDIEN PLC SHS G2554F113 78,688 769,341 SH   SOLE   0 0 0
CVS HEALTH CORP. COM 126650100 65,793 683,140 SH   SOLE   0 0 0
DEAN FOODS CO. COM NEW 242370203 2,660 137,227 SH   SOLE   0 0 0
DELTA AIR LINES INC. COM NEW 247361702 64,770 1,316,724 SH   SOLE   0 0 0
DISCOVER FINANCIAL SERVICES COM 254709108 61,847 944,370 SH   SOLE   0 0 0
DOMTAR CORP. COM NEW 257559203 895 22,240 SH   SOLE   0 0 0
EBAY INC COM 278642103 25,777 459,320 SH   SOLE   0 0 0
ECOLAB INC. COM 278865100 12,749 121,976 SH   SOLE   0 0 0
EXPEDIA INC. COM NEW 30212P303 14,150 165,771 SH   SOLE   0 0 0
EXXON MOBIL CORPORATION COM 30231G102 2,729 29,519 SH   SOLE   0 0 0
FIN SELECT SECTOR SPDR $26 CAL CALL XLF0215C2 5 30,000 SH   SOLE   0 0 0
FIN SELECT SECTOR SPDR $26 CAL CALL XLF0315C2 8 30,000 SH   SOLE   0 0 0
GOOGLE INC. CL 'A' CL A 38259P508 31,775 59,878 SH   SOLE   0 0 0
GOOGLE INC. CL 'C' CL C 38259P706 10,942 20,787 SH   SOLE   0 0 0
HEICO CORP- CLASS A CL A 422806208 40,411 853,269 SH   SOLE   0 0 0
HOME DEPOT INC. COM 437076102 8,819 84,018 SH   SOLE   0 0 0
HONEYWELL INTERNATIONAL INC. COM 438516106 5,013 50,170 SH   SOLE   0 0 0
INSULET CORPORATION COM 45784P101 230 5,000 SH   SOLE   0 0 0
INTL FLAVORS & FRAGRANCES COM 459506101 2,803 27,650 SH   SOLE   0 0 0
JOHNSON & JOHNSON COM 478160104 207 1,979 SH   SOLE   0 0 0
JP MORGAN CHASE & CO. COM 46625H100 17,608 281,363 SH   SOLE   0 0 0
L BRANDS INC COM 501797104 16,351 188,920 SH   SOLE   0 0 0
LIONS GATE ENTERTAINMENT CORP. COM NEW 535919203 766 23,908 SH   SOLE   0 0 0
MADISON SQUARE GARDEN CO-A CL A 55826P100 82,415 1,095,073 SH   SOLE   0 0 0
MELCO CROWN ENTERTAINMENT ADR 585464100 9,068 357,000 SH   SOLE   0 0 0
MICROSOFT CORPORATION COM 594918104 61,935 1,333,374 SH   SOLE   0 0 0
MOLSON COORS BREWING CO. 'B' CL B 60871R209 6,162 82,687 SH   SOLE   0 0 0
MOODY'S CORP COM 615369105 47,656 497,405 SH   SOLE   0 0 0
NANOSPHERE INC COM 63009F105 10 25,000 SH   SOLE   0 0 0
NORTHSTAR ASSET MGT CORP. INC. COM 66705Y104 58,035 2,571,340 SH   SOLE   0 0 0
NORTHSTAR REALTY FINANCE CORP COM NEW 66704R704 23,913 1,360,230 SH   SOLE   0 0 0
NOVARTIS AG-ADR SPONSORED ADR 66987V109 14,279 154,100 SH   SOLE   0 0 0
NOVO NORDISK A/S ADR ADR 670100205 9,734 230,000 SH   SOLE   0 0 0
NXP SEMICONDUCTORS NV COM N6596X109 13,192 172,664 SH   SOLE   0 0 0
OAKTREE CAPITAL GROUP LLC UNIT CL A 674001201 41,290 796,634 SH   SOLE   0 0 0
PERRIGO COMPANY PLC SHS G97822103 6,676 39,940 SH   SOLE   0 0 0
PHILLIPS 66 COM 718546104 13,125 183,048 SH   SOLE   0 0 0
PINNACLE FOODS INC COM 72348P104 36,830 1,043,340 SH   SOLE   0 0 0
POLARIS INDUSTRIES, INC. COM 731068102 4,849 32,061 SH   SOLE   0 0 0
REINSURANCE GROUP OF AMERICA A COM NEW 759351604 1,479 16,879 SH   SOLE   0 0 0
ROYAL DUTCH SHELL PLC-ADR SPON ADR A 780259206 13,189 197,000 SH   SOLE   0 0 0
RYANAIR HLDGS PLC-SP ADR SPONSORED ADR 783513104 29,656 416,112 SH   SOLE   0 0 0
SAN JUAN BASIN ROYALTY TRUST UNIT BEN INT 798241105 356 25,000 SH   SOLE   0 0 0
SKYWORKS SOLUTIONS INC. COM 83088M102 14,200 195,300 SH   SOLE   0 0 0
STARWOOD HOTESL & RESORTS COM 85590A401 12,842 158,400 SH   SOLE   0 0 0
TE CONNECTIVITY LTD REG SHS H84989104 3,634 57,450 SH   SOLE   0 0 0
THE BLACKSTONE GROUP LP COM UNIT LTD 09253U108 41,365 1,222,719 SH   SOLE   0 0 0
THERMO FISHER SCIENTIFIC INC. COM 883556102 53,261 425,099 SH   SOLE   0 0 0
TJX COMPANIES INC. COM 872540109 7,668 111,810 SH   SOLE   0 0 0
TORO CO COM 891092108 8,774 137,507 SH   SOLE   0 0 0
TOTAL SA SPON ADR SPONSORED ADR 89151E109 10,138 198,000 SH   SOLE   0 0 0
UNION PACIFIC CORP COM 907818108 15,212 127,690 SH   SOLE   0 0 0
UNITED TECHNOLOGIES CORP COM 913017109 3,529 30,685 SH   SOLE   0 0 0
VISA INC-CLASS A SHARES COM CL A 92826C839 7,573 28,883 SH   SOLE   0 0 0
VRINGO INC COM 92911N104 23 41,000 SH   SOLE   0 0 0
WALT DISNEY CO. COM DISNEY 254687106 33,569 356,393 SH   SOLE   0 0 0
WELLS FARGO COMPANY COM 949746101 37,996 693,111 SH   SOLE   0 0 0
WISDOMTREE EUROPE HEDGED EQU EUROPE HEDGED EQ 97717X701 2,383 42,840 SH   SOLE   0 0 0
ZOETIS INC. CL A 98978V103 29,601 687,920 SH   SOLE   0 0 0