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 179,261 61,951 SH   SOLE   61,951 0 0
AMERICAN EXPRESS CO COM COM 025816109 144,547 883,538 SH   SOLE   883,538 0 0
ANALOG DEVICES INC COM 032654105 130,526 742,597 SH   SOLE   742,597 0 0
ARISTA NETWORKS INC COM 040413106 156,123 1,086,070 SH   SOLE   1,086,070 0 0
ARMSTRONG WORLD INDUSTRIES INC COM 04247x102 99,613 857,846 SH   SOLE   857,846 0 0
BERKSHIRE HATHAWAY INC DEL CL COM 084670108 163,140 362 SH   SOLE   362 0 0
BERKSHIRE HATHAWAY INC DEL CL COM 084670702 126,676 423,666 SH   SOLE   423,666 0 0
BOOKING HLDGS INC COM 09857l108 125,448 52,287 SH   SOLE   52,287 0 0
BROOKFIELD ASSET MANAGEMENT IN COM 112585104 160,831 2,663,642 SH   SOLE   2,663,642 0 0
BURFORD CAPITAL LTD COM G17977110 11,644 1,102,616 SH   SOLE   1,102,616 0 0
CANADA GOOSE HOLDINGS INC COM 135086106 14,539 392,300 SH   SOLE   392,300 0 0
CARMAX INC COM 143130102 96,092 737,864 SH   SOLE   737,864 0 0
CHARLES SCHWAB CORPORATION COM 808513105 154,641 1,838,774 SH   SOLE   1,838,774 0 0
CLARIVATE PLC COM G21810109 140,517 5,974,349 SH   SOLE   5,974,349 0 0
COCA COLA COM COM 191216100 8,274 139,736 SH   SOLE   139,736 0 0
COMCAST CORP NEW CL A COM 20030n101 156,994 3,119,284 SH   SOLE   3,119,284 0 0
CREDIT SUISSE GROUP COM 225401108 135 14,037 SH   SOLE   14,037 0 0
DOUBLEVERIFY HOLDINGS INC COM 25862V105 7,601 228,400 SH   SOLE   228,400 0 0
DREAM FINDERS HOMES INC COM 26154D100 23,592 1,212,975 SH   SOLE   1,212,975 0 0
LAKELAND FINANCIAL CORPORATION COM 511656100 12,810 159,846 SH   SOLE   159,846 0 0
LCI INDUSTRIES COM 50189K103 1,021 6,551 SH   SOLE   6,551 0 0
MOELIS AND COMPANY COM 60786M105 127,839 2,045,098 SH   SOLE   2,045,098 0 0
NVR INC COM 62944T105 117,167 19,829 SH   SOLE   19,829 0 0
PATRICK INDUSTRIES INC COM 703343103 6,778 84,000 SH   SOLE   84,000 0 0
PROGRESSIVE CORPORATION COM 743315103 236,395 2,302,921 SH   SOLE   2,302,921 0 0
SIEM INDUSTRIES INC COM G81226105 419 21,200 SH   SOLE   21,200 0 0
TEMPUR SEALY INTL INC COM COM 88023u101 147,778 3,142,218 SH   SOLE   3,142,218 0 0
THOR INDS INC COM COM 885160101 158,228 1,524,793 SH   SOLE   1,524,793 0 0
WESTROCK COMPANY COM 96145D105 2,440 55,000 SH   SOLE   55,000 0 0
WINNEBAGO INDUSTRIES INC COM 974637100 14,984 200,000 SH   SOLE   200,000 0 0