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New Positions

|Includes: BRK.A, BRK.B, J. Alexander's Holdings, Inc. (JAX), LUK-OLD, MSFT

Over the last few weeks I have covered all of my short positions. I am now 100% long.

I am still holding JAX.  I picked up both LUK and BRK.a/b at book value.  I have also taken a significant position with MSFT calls (expiration Jan '14).