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
ANIXTER INTL INC COM 035290105 13,927 178,100 SH   SOLE   178,100 0 0
BANK NEW YORK MELLON CORP COM 064058100 6,990 137,000 SH   SOLE   137,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,728 10,200 SH   SOLE   10,200 0 0
CARMAX INC COM 143130102 10,405 165,000 SH   SOLE   165,000 0 0
CDW CORP COM 12514G108 35,642 570,000 SH   SOLE   570,000 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 3,509 47,700 SH   SOLE   47,700 0 0
PAYCHEX INC COM 704326107 5,039 88,500 SH   SOLE   88,500 0 0
PROGRESSIVE CORP OHIO COM 743315103 4,268 96,797 SH   SOLE   96,797 0 0
SIGNET JEWELERS LIMITED SHS G81276100 9,486 150,000 SH   SOLE   150,000 0 0
TE CONNECTIVITY LTD REG SHS H84989104 10,858 138,000 SH   SOLE   138,000 0 0
WESCO AIRCRAFT HLDGS INC COM 950814103 3,774 347,827 SH   SOLE   347,827 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 1,005 10,000 SH   SOLE   10,000 0 0