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 | 95,939 | 88,758 | SH | SOLE | 88,758 | 0 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 114,434 | 1,013,859 | SH | SOLE | 1,013,859 | 0 | 0 | ||
| AXALTA COATING SYSTEMS LTD | COM | g0750c108 | 54,992 | 1,847,217 | SH | SOLE | 1,847,217 | 0 | 0 | ||
| BANK OF AMERICA CORPORATION CO | COM | 060505104 | 319 | 11,015 | SH | SOLE | 11,015 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL CL | COM | 084670108 | 119,381 | 375 | SH | SOLE | 375 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL CL | COM | 084670702 | 91,713 | 430,232 | SH | SOLE | 430,232 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857l108 | 196,775 | 104,963 | SH | SOLE | 104,963 | 0 | 0 | ||
| COCA COLA COM | COM | 191216100 | 7,140 | 140,226 | SH | SOLE | 140,226 | 0 | 0 | ||
| COMCAST CORP NEW CL A | COM | 20030n101 | 134,178 | 3,173,549 | SH | SOLE | 3,173,549 | 0 | 0 | ||
| CREDIT SUISSE GROUP | COM | 225401108 | 168 | 14,037 | SH | SOLE | 14,037 | 0 | 0 | ||
| DASEKE INC COM | COM | 23753F107 | 108 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| DELTA AIR LINES | COM | 247361702 | 67,922 | 1,196,864 | SH | SOLE | 1,196,864 | 0 | 0 | ||
| DOLBY LABORATORIES INC COM | COM | 25659t107 | 83,849 | 1,297,967 | SH | SOLE | 1,297,967 | 0 | 0 | ||
| FLOOR AND DECOR HOLDINGS INC | COM | 339750101 | 116,472 | 2,779,769 | SH | SOLE | 2,779,769 | 0 | 0 | ||
| HD SUPPLY HOLDINGS INC | COM | 40416M105 | 134,683 | 3,343,662 | SH | SOLE | 3,343,662 | 0 | 0 | ||
| HEXCEL CORPORATION | COM | 428291108 | 86,274 | 1,066,688 | SH | SOLE | 1,066,688 | 0 | 0 | ||
| IES HOLDINGS INC | COM | 44951W106 | 1,265 | 67,100 | SH | SOLE | 67,100 | 0 | 0 | ||
| LABORATORY CORP AMER HLDGS COM | COM | 50540r409 | 59,979 | 346,900 | SH | SOLE | 346,900 | 0 | 0 | ||
| LAKELAND FINANCIAL CORPORATION | COM | 511656100 | 6,771 | 144,591 | SH | SOLE | 144,591 | 0 | 0 | ||
| LCI INDUSTRIES | COM | 50189K103 | 304 | 3,378 | SH | SOLE | 3,378 | 0 | 0 | ||
| MOELIS AND COMPANY | COM | 60786M105 | 12,233 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| NVR INC | COM | 62944T105 | 88,253 | 26,186 | SH | SOLE | 26,186 | 0 | 0 | ||
| PATRICK INDUSTRIES INC | COM | 703343103 | 3,640 | 74,000 | SH | SOLE | 74,000 | 0 | 0 | ||
| SIEM INDUSTRIES INC | COM | G81226105 | 933 | 21,200 | SH | SOLE | 21,200 | 0 | 0 | ||
| TEMPUR SEALY INTL INC COM | COM | 88023u101 | 106,512 | 1,451,715 | SH | SOLE | 1,451,715 | 0 | 0 | ||
| THOR INDS INC COM | COM | 885160101 | 34,388 | 588,337 | SH | SOLE | 588,337 | 0 | 0 | ||
| US FOODS HOLDING CORPORATION | COM | 912008109 | 105,031 | 2,937,117 | SH | SOLE | 2,937,117 | 0 | 0 | ||
| WESTROCK COMPANY | COM | 96145D105 | 2,006 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| WINNEBAGO INDUSTRIES INC | COM | 974637100 | 35,269 | 912,519 | SH | SOLE | 912,519 | 0 | 0 | ||