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 15,139 178,100 SH   SOLE   178,100 0 0
BANK NEW YORK MELLON CORP COM 064058100 7,264 137,000 SH   SOLE   137,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,870 10,200 SH   SOLE   10,200 0 0
CARMAX INC COM 143130102 12,509 165,000 SH   SOLE   165,000 0 0
CDW CORP COM 12514G108 37,620 570,000 SH   SOLE   570,000 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 3,269 47,700 SH   SOLE   47,700 0 0
PAYCHEX INC COM 704326107 5,306 88,500 SH   SOLE   88,500 0 0
PROGRESSIVE CORP OHIO COM 743315103 4,687 96,797 SH   SOLE   96,797 0 0
SIGNET JEWELERS LIMITED SHS G81276100 8,851 133,000 SH   SOLE   133,000 0 0
TE CONNECTIVITY LTD REG SHS H84989104 11,462 138,000 SH   SOLE   138,000 0 0
WESCO AIRCRAFT HLDGS INC COM 950814103 3,270 347,827 SH   SOLE   347,827 0 0