| Berkshire Hathaway Inc del CL(BRK/A) | COM | 084670108 | $73.4K | 392 | 9.4% |
| Everbank Finl Corp COM | COM | 29977G102 | $71.5K | 3,622,318 | 9.1% |
| Allison Transmission Hldgs Inc(ALSN) | COM | 01973R101 | $63.4K | 2,116,962 | 8.1% |
| World Fuel Svcs Corp COM(WKC) | COM | 981475106 | $57.3K | 1,300,142 | 7.3% |
| Tempur Sealy Intl Inc COM(SGI) | COM | 88023U101 | $56.3K | 1,111,376 | 7.2% |
| Comcast Corp New CL A SPL | COM | 20030N200 | $55.2K | 1,132,786 | 7.1% |
| Advance Auto Parts Inc COM(AAP) | COM | 00751Y106 | $55.2K | 436,242 | 7.0% |
| Laboratory Corp Amer Hldgs COM | COM | 50540R409 | $53.1K | 541,085 | 6.8% |
| Markel Corp COM(MKL) | COM | 570535104 | $52.6K | 88,283 | 6.7% |
| Berkshire Hathaway Inc del CL(BRK/B) | COM | 084670702 | $47.9K | 383,528 | 6.1% |
| Berkley W R Corp COM(WRB) | COM | 084423102 | $41.0K | 985,064 | 5.2% |
| Flir SYS Inc COM(FLIR) | COM | 302445101 | $38.8K | 1,078,811 | 5.0% |
| Express Scripts Hldg Co | COM | 30219G108 | $34.7K | 461,505 | 4.4% |
| Dicks Sporting Goods Inc(DKS) | COM | 253393102 | $31.8K | 582,574 | 4.1% |
| Dolby Laboratories Inc COM(DLB) | COM | 25659T107 | $26.0K | 585,150 | 3.3% |
| Coca Cola Co COM(KO) | COM | 191216100 | $7.3K | 189,336 | 0.9% |
| Exact Sciences Corp COM(EXAS) | COM | 30063P105 | $4.4K | 307,800 | 0.6% |
| Siem Inds Inc COM | COM | G81226105 | $3.8K | 41,200 | 0.5% |
| Houston Wire & Cable Co COM(HWCC) | COM | 44244K109 | $1.9K | 144,864 | 0.2% |
| Onebeacon Insurance Group LTD | COM | G67742109 | $1.5K | 97,540 | 0.2% |
| Wells Fargo & Co New COM(WFC) | COM | 949746101 | $1.0K | 20,754 | 0.1% |
| Gallagher Arthur J & Co COM(AJG) | COM | 363576109 | $1.0K | 21,600 | 0.1% |
| US Bancorp del COM New(USB) | COM | 902973304 | $801 | 18,700 | 0.1% |
| Mercury Genl Corp New COM(MCY) | COM | 589400100 | $730 | 16,200 | 0.1% |
| Tortoise MLP FD Inc | COM | 89148B101 | $687 | 25,734 | 0.1% |
| Tesco PLC Sponsored ADR | COM | 881575302 | $649 | 43,900 | 0.1% |
| Thor Inds Inc COM(THO) | COM | 885160101 | $332 | 5,436 | 0.0% |
| Paychex Inc COM(PAYX) | COM | 704326107 | $290 | 6,800 | 0.0% |
| Kinder Morgan Energy Partners | COM | 494550106 | $226 | 3,058 | 0.0% |