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
21st Century Fox, Inc. Class B Equities 90130A200 3,486,009 135,169 SH   SOLE   1 0 1
3M Company Equities 88579y101 270,771 1,290 SH   SOLE   1 0 1
AGCO Corporation Equities 001084102 2,594,786 35,174 SH   SOLE   1 0 1
AIG Equities 026874156 376,000 18,800 SH   SOLE   1 0 1
AT&T Equities 00206r102 855,506 21,841 SH   SOLE   1 0 1
AerCap Equities N00985106 3,590,784 70,256 SH   SOLE   1 0 1
Alleghany Corp. Equities 017175100 3,177,247 5,735 SH   SOLE   1 0 1
American International Group Equities 026874784 5,094,879 82,992 SH   SOLE   1 0 1
Apple Computer Equities 037833100 1,299,502 8,432 SH   SOLE   1 0 1
Applied Materials Equities 038222105 215,729 4,141 SH   SOLE   1 0 1
Berkshire Hathaway Equities 084670702 7,706,223 42,037 SH   SOLE   1 0 1
Berkshire Hathaway Cl A Equities 084670108 1,098,960 4 SH   SOLE   1 0 1
Brookfield Asset Mgmt Cl A Equities 112585104 4,777,749 115,684 SH   SOLE   1 0 1
CVS Corp Equities 126650100 4,451,132 54,736 SH   SOLE   1 0 1
ChevronTexaco Equities 166764100 226,893 1,931 SH   SOLE   1 0 1
Cincinnati Financial Corp Equities 172062101 477,881 6,241 SH   SOLE   1 0 1
Coca-Cola Equities 191216100 233,662 5,191 SH   SOLE   1 0 1
Cognizant Technology Equities 192446102 5,166,589 71,224 SH   SOLE   1 0 1
Exxon Mobil Corp. Equities 30231g102 1,016,178 12,395 SH   SOLE   1 0 1
General Electric Equities 369604103 508,646 21,036 SH   SOLE   1 0 1
Greenlight Capital Re, Ltd. Equities G4095J109 1,649,319 76,181 SH   SOLE   1 0 1
Group 1 Automotive Inc. Equities 398905109 2,486,392 34,314 SH   SOLE   1 0 1
Home Depot Equities 437076102 420,022 2,568 SH   SOLE   1 0 1
Honeywell International Equities 438516106 362,713 2,559 SH   SOLE   1 0 1
International Business Machine Equities 459200101 391,716 2,700 SH   SOLE   1 0 1
JP Morgan & Co Equities 46625h100 6,272,063 65,669 SH   SOLE   1 0 1
Johnson & Johnson Equities 478160104 839,779 6,459 SH   SOLE   1 0 1
Leucadia National Corporation Equities 527288104 4,456,802 176,507 SH   SOLE   1 0 1
Liberty Global plc Class C Equities G5480U120 4,693,791 143,541 SH   SOLE   1 0 1
Lions Gate Entertainment Class Equities 535919500 1,689,038 53,131 SH   SOLE   1 0 1
McDonalds Equities 580135101 234,453 1,496 SH   SOLE   1 0 1
McKesson Corp Equities 58155Q103 4,654,229 30,299 SH   SOLE   1 0 1
Microsoft Equities 594918104 284,005 3,813 SH   SOLE   1 0 1
Monsanto Co Equities 61166w101 2,281,013 19,037 SH   SOLE   1 0 1
Norfolk Southern Corp Equities 655844108 426,606 3,226 SH   SOLE   1 0 1
Oaktree Capital Group Equities 674001201 1,180,343 25,087 SH   SOLE   1 0 1
Perrigo Co PCL FUS Shares Equities G97822103 3,706,993 43,792 SH   SOLE   1 0 1
RPM International Inc Equities 749685103 204,847 3,990 SH   SOLE   1 0 1
RenaissanceRe Holdings Ltd Equities g7496g103 2,432,250 17,998 SH   SOLE   1 0 1
Southern Co. Equities 842587107 617,592 12,568 SH   SOLE   1 0 1
United Technologies Corp Equities 913017109 267,332 2,303 SH   SOLE   1 0 1
Wells Fargo Equities 949746101 212,769 3,858 SH   SOLE   1 0 1