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 127,492 86,753 SH   SOLE   86,753 0 0
AMERICAN EXPRESS CO COM COM 025816109 64,490 643,291 SH   SOLE   643,291 0 0
ANALOG DEVICES INC COM 032654105 80,770 691,877 SH   SOLE   691,877 0 0
ARISTA NETWORKS INC COM 040413106 65,386 315,982 SH   SOLE   315,982 0 0
ARMSTRONG WORLD INDUSTRIES INC COM 04247x102 33,868 492,193 SH   SOLE   492,193 0 0
BERKSHIRE HATHAWAY INC DEL CL COM 084670108 118,400 370 SH   SOLE   370 0 0
BERKSHIRE HATHAWAY INC DEL CL COM 084670702 90,392 424,496 SH   SOLE   424,496 0 0
BOOKING HLDGS INC COM 09857l108 81,517 47,652 SH   SOLE   47,652 0 0
BROOKFIELD ASSET MANAGEMENT IN COM 112585104 86,383 2,612,930 SH   SOLE   2,612,930 0 0
CANADA GOOSE HOLDINGS INC COM 135086106 12,685 394,300 SH   SOLE   394,300 0 0
CARMAX INC COM 143130102 61,700 671,308 SH   SOLE   671,308 0 0
CHARLES SCHWAB CORPORATION COM 808513105 67,616 1,866,302 SH   SOLE   1,866,302 0 0
COCA COLA COM COM 191216100 6,919 140,138 SH   SOLE   140,138 0 0
COMCAST CORP NEW CL A COM 20030n101 143,776 3,107,996 SH   SOLE   3,107,996 0 0
CREDIT SUISSE GROUP COM 225401108 140 14,037 SH   SOLE   14,037 0 0
HD SUPPLY HOLDINGS INC COM 40416M105 105,720 2,563,532 SH   SOLE   2,563,532 0 0
HEXCEL CORPORATION COM 428291108 58,842 1,753,853 SH   SOLE   1,753,853 0 0
IES HOLDINGS INC COM 44951W106 1,315 41,400 SH   SOLE   41,400 0 0
LAKELAND FINANCIAL CORPORATION COM 511656100 6,738 163,541 SH   SOLE   163,541 0 0
LCI INDUSTRIES COM 50189K103 535 5,029 SH   SOLE   5,029 0 0
MOELIS AND COMPANY COM 60786M105 66,453 1,891,090 SH   SOLE   1,891,090 0 0
NVR INC COM 62944T105 78,716 19,279 SH   SOLE   19,279 0 0
OCCIDENTAL PETROLEUM CORP COM 674599105 100 10,000 SH   SOLE   10,000 0 0
PATRICK INDUSTRIES INC COM 703343103 5,407 94,000 SH   SOLE   94,000 0 0
PROGRESSIVE CORPORATION COM 743315103 129,616 1,369,139 SH   SOLE   1,369,139 0 0
SIEM INDUSTRIES INC COM G81226105 404 21,200 SH   SOLE   21,200 0 0
TEMPUR SEALY INTL INC COM COM 88023u101 105,670 1,184,774 SH   SOLE   1,184,774 0 0
THOR INDS INC COM COM 885160101 87,734 920,994 SH   SOLE   920,994 0 0
WESTROCK COMPANY COM 96145D105 1,911 55,000 SH   SOLE   55,000 0 0
WINNEBAGO INDUSTRIES INC COM 974637100 24,027 465,000 SH   SOLE   465,000 0 0