The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ALPHABET INC | COM | 02079k107 | 95,350 | 79,893 | SH | SOLE | 79,893 | 0 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 73,312 | 792,903 | SH | SOLE | 792,903 | 0 | 0 | ||
| ARMSTRONG WORLD INDUSTRIES INC | COM | 04247x102 | 62,727 | 901,245 | SH | SOLE | 901,245 | 0 | 0 | ||
| AXALTA COATING SYSTEMS LTD | COM | g0750c108 | 57,264 | 1,963,791 | SH | SOLE | 1,963,791 | 0 | 0 | ||
| BANK OF AMERICA CORPORATION CO | COM | 060505104 | 325 | 11,015 | SH | SOLE | 11,015 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL CL | COM | 084670108 | 125,120 | 391 | SH | SOLE | 391 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL CL | COM | 084670702 | 93,890 | 438,512 | SH | SOLE | 438,512 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857l108 | 157,776 | 79,524 | SH | SOLE | 79,524 | 0 | 0 | ||
| CHEVRON CORP NEW COM | COM | 166764100 | 419 | 3,425 | SH | SOLE | 3,425 | 0 | 0 | ||
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 69,377 | 152,637 | SH | SOLE | 152,637 | 0 | 0 | ||
| COCA COLA COM | COM | 191216100 | 6,482 | 140,336 | SH | SOLE | 140,336 | 0 | 0 | ||
| COMCAST CORP NEW CL A | COM | 20030n101 | 119,991 | 3,388,605 | SH | SOLE | 3,388,605 | 0 | 0 | ||
| DOLBY LABORATORIES INC COM | COM | 25659t107 | 87,184 | 1,246,022 | SH | SOLE | 1,246,022 | 0 | 0 | ||
| DOLLAR GENERAL CORPORATION | COM | 256677105 | 112,613 | 1,030,313 | SH | SOLE | 1,030,313 | 0 | 0 | ||
| EXXON MOBIL CORP COM | COM | 30231G102 | 339 | 3,985 | SH | SOLE | 3,985 | 0 | 0 | ||
| FLOOR AND DECOR HOLDINGS INC | COM | 339750101 | 39,148 | 1,297,564 | SH | SOLE | 1,297,564 | 0 | 0 | ||
| HD SUPPLY HOLDINGS INC | COM | 40416M105 | 78,281 | 1,829,417 | SH | SOLE | 1,829,417 | 0 | 0 | ||
| HEXCEL CORPORATION | COM | 428291108 | 72,792 | 1,085,637 | SH | SOLE | 1,085,637 | 0 | 0 | ||
| LABORATORY CORP AMER HLDGS COM | COM | 50540r409 | 70,532 | 406,106 | SH | SOLE | 406,106 | 0 | 0 | ||
| SIEM INDUSTRIES INC | COM | G81226105 | 1,208 | 21,200 | SH | SOLE | 21,200 | 0 | 0 | ||
| TEMPUR SEALY INTL INC COM | COM | 88023u101 | 98,067 | 1,853,824 | SH | SOLE | 1,853,824 | 0 | 0 | ||
| THOR INDS INC COM | COM | 885160101 | 201 | 2,400 | SH | SOLE | 2,400 | 0 | 0 | ||
| US FOODS HOLDING CORPORATION | COM | 912008109 | 85,682 | 2,780,062 | SH | SOLE | 2,780,062 | 0 | 0 | ||
| WINNEBAGO INDUSTRIES INC | COM | 974637100 | 37,090 | 1,118,852 | SH | SOLE | 1,118,852 | 0 | 0 | ||