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 102,321 87,995 SH   SOLE   87,995 0 0
AMERICAN EXPRESS CO COM COM 025816109 34,123 398,591 SH   SOLE   398,591 0 0
ANALOG DEVICES INC COM 032654105 62,304 694,965 SH   SOLE   694,965 0 0
BERKSHIRE HATHAWAY INC DEL CL COM 084670108 101,184 372 SH   SOLE   372 0 0
BERKSHIRE HATHAWAY INC DEL CL COM 084670702 78,847 431,259 SH   SOLE   431,259 0 0
BOOKING HLDGS INC COM 09857l108 136,916 101,772 SH   SOLE   101,772 0 0
CANADA GOOSE HOLDINGS INC COM 135086106 7,803 392,300 SH   SOLE   392,300 0 0
CARMAX INC COM 143130102 32,761 608,604 SH   SOLE   608,604 0 0
CHARLES SCHWAB CORPORATION COM 808513105 52,929 1,574,339 SH   SOLE   1,574,339 0 0
COCA COLA COM COM 191216100 6,201 140,138 SH   SOLE   140,138 0 0
COMCAST CORP NEW CL A COM 20030n101 108,520 3,156,490 SH   SOLE   3,156,490 0 0
CREDIT SUISSE GROUP COM 225401108 114 14,037 SH   SOLE   14,037 0 0
DOLBY LABORATORIES INC COM COM 25659t107 27,229 502,293 SH   SOLE   502,293 0 0
FLOOR AND DECOR HOLDINGS INC COM 339750101 55,877 1,741,270 SH   SOLE   1,741,270 0 0
HD SUPPLY HOLDINGS INC COM 40416M105 74,831 2,632,118 SH   SOLE   2,632,118 0 0
HEXCEL CORPORATION COM 428291108 56,733 1,525,487 SH   SOLE   1,525,487 0 0
IES HOLDINGS INC COM 44951W106 907 51,400 SH   SOLE   51,400 0 0
LABORATORY CORP AMER HLDGS COM COM 50540r409 404 3,200 SH   SOLE   3,200 0 0
LAKELAND FINANCIAL CORPORATION COM 511656100 5,986 162,891 SH   SOLE   162,891 0 0
LCI INDUSTRIES COM 50189K103 226 3,378 SH   SOLE   3,378 0 0
MOELIS AND COMPANY COM 60786M105 12,361 439,900 SH   SOLE   439,900 0 0
NVR INC COM 62944T105 50,177 19,531 SH   SOLE   19,531 0 0
OCCIDENTAL PETROLEUM CORP COM 674599105 116 10,000 SH   SOLE   10,000 0 0
PATRICK INDUSTRIES INC COM 703343103 2,647 94,000 SH   SOLE   94,000 0 0
PROGRESSIVE CORPORATION COM 743315103 102,186 1,383,880 SH   SOLE   1,383,880 0 0
SIEM INDUSTRIES INC COM G81226105 445 21,200 SH   SOLE   21,200 0 0
TEMPUR SEALY INTL INC COM COM 88023u101 52,139 1,192,832 SH   SOLE   1,192,832 0 0
THOR INDS INC COM COM 885160101 50,167 1,189,345 SH   SOLE   1,189,345 0 0
WESTROCK COMPANY COM 96145D105 1,554 55,000 SH   SOLE   55,000 0 0
WINNEBAGO INDUSTRIES INC COM 974637100 16,408 590,000 SH   SOLE   590,000 0 0