Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting Berkshire Hathaway Inc.-Cl A,BRKA,cl a,New,084670108,451663000.0,2183.0,10.229 News Corp - Class A,NWSA,cl a,Buy,65249B109,311408000.0,19046355.0,7.052 Oracle Corp,ORCL,,Buy,68389X105,269790000.0,7047818.0,6.11 DeVry Inc.,DV,,Buy,251893103,258621000.0,6041135.0,5.857 Expeditors Intl of Washington Inc.,EXPD,,Buy,302130109,253084000.0,6236660.0,5.732 Devon Energy Corp,DVN,,Sell,25179M103,219109000.0,3213682.0,4.962 News Corp Class B,NWS,cl b,Buy,65249B208,191889000.0,11896401.0,4.346 Microsoft,MSFT,,Sell,594918104,170595000.0,3679781.0,3.863 Occidental Petroleum Corp,OXY,,Buy,674599105,167431000.0,1741351.0,3.792 Mastercard Inc. Class A,MA,cl a,Buy,57636Q104,161738000.0,2188014.0,3.663 Net 1 UEPS Technologies,UEPS,,Buy,64107N206,153744000.0,12758817.0,3.482 Teradata Corp,TDC,,Buy,88076W103,137500000.0,3280053.0,3.114 Cimarex Energy Co,XEC,,Sell,171798101,129335000.0,1022172.0,2.929 Gold iShares Trust ETF,IAU,ishares,Buy,464285105,127186000.0,10870624.0,2.88 Goldman Sachs,GS,,Buy,38141G104,115867000.0,631188.0,2.624 CVS Caremark Corp,CVS,,Buy,126650100,115103000.0,1446195.0,2.607 Energen Corp,EGN,,Sell,29265N108,111081000.0,1537672.0,2.516 Amdocs Ltd,DOX,ord,Buy,G02602103,91520000.0,1994773.0,2.073 Baker Hughes Inc,BHI,,New,057224107,89696000.0,1378667.0,2.031 Ingram Micro Inc,IM,cl a,Buy,457153104,89476000.0,3466711.0,2.026 Total SA - Spon ADR,TTE,spon adr,Sell,89151E109,84051000.0,1304130.0,1.904 Aon Plc,AON,,Sell,G0408V102,80432000.0,917437.0,1.822 Hewlett Packard Co.,HPQ,,Buy,428236103,77327000.0,2180065.0,1.751 Berkshire Hathaway Inc.-Cl B,BRKB,cl b,New,084670702,77175000.0,558671.0,1.748 Graham Holdings Co,GHC,,Buy,384637104,77094000.0,110199.0,1.746 Liberty Interactive Corp,QRTEA,,Buy,53071M104,62264000.0,2183182.0,1.41 Marsh & McLennan Cos Inc.,MMC,,Buy,571748102,58505000.0,1117791.0,1.325 Laredo Petroleum Inc.,LPI,,Buy,516806106,50617000.0,2258682.0,1.146 Rosetta Resources Inc.,ROSE,,Sell,777779307,50513000.0,1133585.0,1.144 Symantec Corp,SYMC,,Buy,871503108,47125000.0,2004448.0,1.067 American Capital Agency Corp,AGNC,,Buy,02503X105,43023000.0,2024608.0,0.974 Brinks Co.,BCO,,Buy,109696104,30495000.0,1268505.0,0.691 Spansion Inc - Cl A,CODE,,Sell,84649R200,24350000.0,1068456.0,0.551 Google Inc. Class 'A',GOOGL,cl a,Buy,38259P508,17483000.0,29713.0,0.396 Google Inc. Class 'C',GOOG,cl c,New,38259P706,17023000.0,29484.0,0.386 Nortel Inversora - ADR,NTL,spon adr rep pfd b,Buy,656567401,1485000.0,66914.0,0.034 National Cinemedia Inc,NCMI,,Buy,635309107,785000.0,54084.0,0.018 Twenty First Cent Fox (News Corp Cl B),FOX,cl b,Exit,90130A200,0.0,-1720160.0,-1.361 Berkshire Hathaway Inc.-Cl B,,cl b,Exit,84670702,0.0,-543134.0,-1.589 Itau Unibanco S.A. ADR,ITUB,spon adr rep pfd,Exit,465562106,0.0,-3710893.0,-2.506 Baker Hughes Inc,,,Exit,57224107,0.0,-1606984.0,-2.766 Berkshire Hathaway Inc.-Cl A,,cl a,Exit,84670108,0.0,-2162.0,-9.493