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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   32,777,479 106,155 SH   SOLE   106,155 0 0
BIO RAD LABS INC CL A 090572207   73,882,129 154,236 SH   SOLE   154,236 0 0
BLACK KNIGHT INC COM 09215C105   2,851,695 49,543 SH   SOLE   49,543 0 0
BOYD GAMING CORP COM 103304101   30,462,771 475,090 SH   SOLE   475,090 0 0
CANNAE HLDGS INC COM 13765N107   52,197,346 2,586,588 SH   SOLE   2,586,588 0 0
CHURCHILL DOWNS INC COM 171484108   82,803,517 322,130 SH   SOLE   322,130 0 0
COPART INC COM 217204106   50,933,491 677,217 SH   SOLE   677,217 0 0
DELL TECHNOLOGIES INC CL C 24703L202   19,380,818 481,990 SH   SOLE   481,990 0 0
EBAY INC. COM 278642103   29,045,756 654,626 SH   SOLE   654,626 0 0
EVERCORE INC CLASS A 29977A105   23,057,885 199,843 SH   SOLE   199,843 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   23,188,044 426,800 SH   SOLE   426,800 0 0
FISERV INC COM 337738108   49,274,863 435,945 SH   SOLE   435,945 0 0
FTI CONSULTING INC COM 302941109   56,898,176 288,311 SH   SOLE   288,311 0 0
GENTEX CORP COM 371901109   25,199,531 899,020 SH   SOLE   899,020 0 0
ICU MED INC COM 44930G107   22,041,955 133,620 SH   SOLE   133,620 0 0
IHS HOLDING LIMITED ORD SHS G4701H109   825,648 94,252 SH   SOLE   94,252 0 0
MARTIN MARIETTA MATLS INC COM 573284106   60,817,517 171,288 SH   SOLE   171,288 0 0
MASTERCARD INCORPORATED CL A 57636Q104   41,145,644 113,221 SH   SOLE   113,221 0 0
MSC INDL DIRECT INC CL A 553530106   65,567,712 780,568 SH   SOLE   780,568 0 0
PAYPAL HLDGS INC COM 70450Y103   16,100,951 212,022 SH   SOLE   212,022 0 0
PRICESMART INC COM 741511109   27,155,609 379,905 SH   SOLE   379,905 0 0
PRIMO WATER CORPORATION COM 74167P108   44,486,833 2,898,165 SH   SOLE   2,898,165 0 0
SEALED AIR CORP NEW COM 81211K100   16,593,710 361,440 SH   SOLE   361,440 0 0
VALMONT INDS INC COM 920253101   49,396,447 154,712 SH   SOLE   154,712 0 0
VERISK ANALYTICS INC COM 92345Y106   29,415,783 153,319 SH   SOLE   153,319 0 0
WEBSTER FINL CORP COM 947890109   18,346,068 465,400 SH   SOLE   465,400 0 0