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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC COM 02079k107 98,164 83,664 SH   SOLE   83,664 0 0
ANALOG DEVICES INC COM 032654105 86,390 820,650 SH   SOLE   820,650 0 0
ARMSTRONG WORLD INDUSTRIES INC COM 04247x102 39,114 492,500 SH   SOLE   492,500 0 0
AXALTA COATING SYSTEMS LTD COM g0750c108 48,431 1,921,098 SH   SOLE   1,921,098 0 0
BANK OF AMERICA CORPORATION CO COM 060505104 304 11,015 SH   SOLE   11,015 0 0
BERKSHIRE HATHAWAY INC DEL CL COM 084670108 116,871 388 SH   SOLE   388 0 0
BERKSHIRE HATHAWAY INC DEL CL COM 084670702 83,058 413,449 SH   SOLE   413,449 0 0
BOOKING HLDGS INC COM 09857l108 177,604 101,784 SH   SOLE   101,784 0 0
COCA COLA COM COM 191216100 6,571 140,226 SH   SOLE   140,226 0 0
COMCAST CORP NEW CL A COM 20030n101 128,004 3,201,702 SH   SOLE   3,201,702 0 0
CREDIT SUISSE GROUP COM 225401108 164 14,037 SH   SOLE   14,037 0 0
DASEKE INC COM COM 23753F107 153 30,000 SH   SOLE   30,000 0 0
DOLBY LABORATORIES INC COM COM 25659t107 79,889 1,268,686 SH   SOLE   1,268,686 0 0
DOLLAR GENERAL CORPORATION COM 256677105 2,149 18,015 SH   SOLE   18,015 0 0
FLOOR AND DECOR HOLDINGS INC COM 339750101 108,929 2,642,630 SH   SOLE   2,642,630 0 0
HD SUPPLY HOLDINGS INC COM 40416M105 106,183 2,449,432 SH   SOLE   2,449,432 0 0
HEXCEL CORPORATION COM 428291108 70,234 1,015,527 SH   SOLE   1,015,527 0 0
IES HOLDINGS INC COM 44951W106 1,192 67,100 SH   SOLE   67,100 0 0
LABORATORY CORP AMER HLDGS COM COM 50540r409 43,675 285,497 SH   SOLE   285,497 0 0
LAKELAND FINANCIAL CORPORATION COM 511656100 6,538 144,591 SH   SOLE   144,591 0 0
NVR INC COM 62944T105 72,169 26,082 SH   SOLE   26,082 0 0
PATRICK INDUSTRIES INC COM 703343103 3,354 74,000 SH   SOLE   74,000 0 0
SIEM INDUSTRIES INC COM G81226105 1,062 21,200 SH   SOLE   21,200 0 0
TEMPUR SEALY INTL INC COM COM 88023u101 85,925 1,489,941 SH   SOLE   1,489,941 0 0
US FOODS HOLDING CORPORATION COM 912008109 98,356 2,817,408 SH   SOLE   2,817,408 0 0
WESTROCK COMPANY COM 96145D105 2,109 55,000 SH   SOLE   55,000 0 0
WINNEBAGO INDUSTRIES INC COM 974637100 32,970 1,058,427 SH   SOLE   1,058,427 0 0