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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   36,877,445 108,145 SH   SOLE   108,145 0 0
BIO RAD LABS INC CL A 090572207   68,944,109 181,853 SH   SOLE   181,853 0 0
BLACK KNIGHT INC COM 09215C105   2,959,203 49,543 SH   SOLE   49,543 0 0
BOYD GAMING CORP COM 103304101   34,330,519 494,890 SH   SOLE   494,890 0 0
CANNAE HLDGS INC COM 13765N107   52,274,943 2,586,588 SH   SOLE   2,586,588 0 0
CHURCHILL DOWNS INC COM 171484108   82,720,839 594,387 SH   SOLE   594,387 0 0
COPART INC COM 217204106   48,208,954 528,549 SH   SOLE   528,549 0 0
DELL TECHNOLOGIES INC CL C 24703L202   26,080,479 481,990 SH   SOLE   481,990 0 0
EBAY INC. COM 278642103   29,255,236 654,626 SH   SOLE   654,626 0 0
EVERCORE INC CLASS A 29977A105   24,697,484 199,834 SH   SOLE   199,834 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   35,691,750 652,500 SH   SOLE   652,500 0 0
FISERV INC COM 337738108   54,994,462 435,945 SH   SOLE   435,945 0 0
FTI CONSULTING INC COM 302941109   42,359,632 222,711 SH   SOLE   222,711 0 0
GENTEX CORP COM 371901109   26,305,325 899,020 SH   SOLE   899,020 0 0
ICU MED INC COM 44930G107   22,139,038 124,244 SH   SOLE   124,244 0 0
IHS HOLDING LIMITED ORD SHS G4701H109   921,785 94,252 SH   SOLE   94,252 0 0
LAUREATE EDUCATION INC COMMON STOCK 518613203   15,391,706 1,273,094 SH   SOLE   1,273,094 0 0
MANNKIND CORP COM NEW 56400P706   19,691,409 4,838,184 SH   SOLE   4,838,184 0 0
MARTIN MARIETTA MATLS INC COM 573284106   79,081,957 171,288 SH   SOLE   171,288 0 0
MASTERCARD INCORPORATED CL A 57636Q104   44,529,819 113,221 SH   SOLE   113,221 0 0
MSC INDL DIRECT INC CL A 553530106   68,074,511 714,468 SH   SOLE   714,468 0 0
PAYPAL HLDGS INC COM 70450Y103   14,148,228 212,022 SH   SOLE   212,022 0 0
PRICESMART INC COM 741511109   28,135,764 379,905 SH   SOLE   379,905 0 0
PRIMO WATER CORPORATION COM 74167P108   36,342,989 2,898,165 SH   SOLE   2,898,165 0 0
RB GLOBAL INC COM 74935Q107   24,465,960 407,766 SH   SOLE   407,766 0 0
VALMONT INDS INC COM 920253101   52,735,350 181,190 SH   SOLE   181,190 0 0
WEBSTER FINL CORP COM 947890109   17,568,850 465,400 SH   SOLE   465,400 0 0