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 | 108,386 | 88,914 | SH | SOLE | 88,914 | 0 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 113,206 | 1,013,211 | SH | SOLE | 1,013,211 | 0 | 0 | ||
| AXALTA COATING SYSTEMS LTD | COM | g0750c108 | 54,261 | 1,799,688 | SH | SOLE | 1,799,688 | 0 | 0 | ||
| BANK OF AMERICA CORPORATION CO | COM | 060505104 | 321 | 11,015 | SH | SOLE | 11,015 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL CL | COM | 084670108 | 116,937 | 375 | SH | SOLE | 375 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL CL | COM | 084670702 | 89,908 | 432,207 | SH | SOLE | 432,207 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857l108 | 204,567 | 104,232 | SH | SOLE | 104,232 | 0 | 0 | ||
| COCA COLA COM | COM | 191216100 | 7,634 | 140,226 | SH | SOLE | 140,226 | 0 | 0 | ||
| COMCAST CORP NEW CL A | COM | 20030n101 | 142,441 | 3,159,741 | SH | SOLE | 3,159,741 | 0 | 0 | ||
| CREDIT SUISSE GROUP | COM | 225401108 | 171 | 14,037 | SH | SOLE | 14,037 | 0 | 0 | ||
| DELTA AIR LINES | COM | 247361702 | 70,544 | 1,224,720 | SH | SOLE | 1,224,720 | 0 | 0 | ||
| DOLBY LABORATORIES INC COM | COM | 25659t107 | 84,467 | 1,306,736 | SH | SOLE | 1,306,736 | 0 | 0 | ||
| FLOOR AND DECOR HOLDINGS INC | COM | 339750101 | 95,685 | 1,870,668 | SH | SOLE | 1,870,668 | 0 | 0 | ||
| HD SUPPLY HOLDINGS INC | COM | 40416M105 | 131,610 | 3,359,531 | SH | SOLE | 3,359,531 | 0 | 0 | ||
| HEXCEL CORPORATION | COM | 428291108 | 86,780 | 1,056,612 | SH | SOLE | 1,056,612 | 0 | 0 | ||
| IES HOLDINGS INC | COM | 44951W106 | 1,058 | 51,400 | SH | SOLE | 51,400 | 0 | 0 | ||
| LABORATORY CORP AMER HLDGS COM | COM | 50540r409 | 54,296 | 323,190 | SH | SOLE | 323,190 | 0 | 0 | ||
| LAKELAND FINANCIAL CORPORATION | COM | 511656100 | 6,827 | 155,241 | SH | SOLE | 155,241 | 0 | 0 | ||
| LCI INDUSTRIES | COM | 50189K103 | 310 | 3,378 | SH | SOLE | 3,378 | 0 | 0 | ||
| MOELIS AND COMPANY | COM | 60786M105 | 11,498 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| NVR INC | COM | 62944T105 | 97,198 | 26,147 | SH | SOLE | 26,147 | 0 | 0 | ||
| PATRICK INDUSTRIES INC | COM | 703343103 | 3,602 | 84,000 | SH | SOLE | 84,000 | 0 | 0 | ||
| SIEM INDUSTRIES INC | COM | G81226105 | 859 | 21,200 | SH | SOLE | 21,200 | 0 | 0 | ||
| TEMPUR SEALY INTL INC COM | COM | 88023u101 | 111,195 | 1,440,349 | SH | SOLE | 1,440,349 | 0 | 0 | ||
| THOR INDS INC COM | COM | 885160101 | 59,222 | 1,045,586 | SH | SOLE | 1,045,586 | 0 | 0 | ||
| US FOODS HOLDING CORPORATION | COM | 912008109 | 120,529 | 2,932,587 | SH | SOLE | 2,932,587 | 0 | 0 | ||
| WESTROCK COMPANY | COM | 96145D105 | 2,005 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| WINNEBAGO INDUSTRIES INC | COM | 974637100 | 33,078 | 862,519 | SH | SOLE | 862,519 | 0 | 0 | ||