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
ALLEGION PLC ORD SHS G0176J109   4,500,750 37,500 SH   SOLE   37,500 0 0
ACCENTURE PLC IRELAND SHS CL A G1151C101   70,680,249 229,050 SH   SOLE   229,050 0 0
BROOKFIELD REINS LTD CL A EXCH LT VTG G16250105   2,919,409 86,220 SH   SOLE   86,220 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104   32,343,860 502,000 SH   SOLE   502,000 0 0
EATON CORP PLC SHS G29183103   3,786,914 18,831 SH   SOLE   18,831 0 0
MEDTRONIC PLC SHS G5960L103   27,786,740 315,400 SH   SOLE   315,400 0 0
SAPIENS INTL CORP N V SHS G7T16G103   958,983 36,052 SH   SOLE   36,052 0 0
STONECO LTD COM CL A G85158106   3,108,560 244,000 SH   SOLE   244,000 0 0
ALCON INC ORD SHS H01301128   11,288,729 137,483 SH   SOLE   137,483 0 0
CHUBB LIMITED COM H1467J104   36,615,284 190,150 SH   SOLE   190,150 0 0
TE CONNECTIVITY LTD SHS H84989104   2,529,888 18,050 SH   SOLE   18,050 0 0
ORION ENGINEERED CARBONS S A COM L72967109   2,838,324 133,757 SH   SOLE   133,757 0 0
INMODE LTD SHS M5425M103   1,759,185 47,100 SH   SOLE   47,100 0 0
CORE LABORATORIES N V COM 21867A105   4,745,325 204,100 SH   SOLE   204,100 0 0
STEVANATO GROUP S P A ORD SHS T9224W109   3,642,135 112,481 SH   SOLE   112,481 0 0
KAROOOOO LTD ORD SHS Y4600W108   1,186,029 50,685 SH   SOLE   50,685 0 0
API GROUP CORP COM STK 00187Y100   56,788,277 2,083,209 SH   SOLE   2,083,209 0 0
ABBVIE INC COM 00287Y109   248,712 1,846 SH   SOLE   1,846 0 0
ADVANCED MICRO DEVICES INC COM 007903107   15,377,850 135,000 SH   SOLE   135,000 0 0
U HAUL HOLDING COMPANY COM SER N 023586506   4,925,124 97,200 SH   SOLE   97,200 0 0
ANSYS INC COM 03662Q105   38,206,294 115,682 SH   SOLE   115,682 0 0
APPLE INC COM 037833100   1,474,172 7,600 SH   SOLE   7,600 0 0
APTARGROUP INC COM 038336103   37,654,500 325,000 SH   SOLE   325,000 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102   9,549,800 130,000 SH   SOLE   130,000 0 0
BARRICK GOLD CORPORATION COM 067901108   597,629 35,300 SH   SOLE   35,300 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   1,035,620 2 SH   SOLE   2 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,880,615 5,515 SH   SOLE   5,515 0 0
BLACKLINE INC COM 09239B109   24,219,000 450,000 SH   SOLE   450,000 0 0
BOOKING HLDGS INC COM 09857L108   10,801,320 4,000 SH   SOLE   4,000 0 0
BOWLERO CORP CL A COM 10258P102   4,036,449 346,774 SH   SOLE   346,774 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   62,020,154 374,450 SH   SOLE   374,450 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107   16,411,778 487,720 SH   SOLE   487,720 0 0
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105   38,223,891 1,171,434 SH   SOLE   1,171,434 0 0
BROWN & BROWN INC COM 115236101   34,017,286 494,150 SH   SOLE   494,150 0 0
BROWN FORMAN CORP CL B 115637209   362,282 5,425 SH   SOLE   5,425 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   408,000 3,000 SH   SOLE   3,000 0 0
CDW CORP COM 12514G108   12,156,875 66,250 SH   SOLE   66,250 0 0
CME GROUP INC COM 12572Q105   6,503,679 35,100 SH   SOLE   35,100 0 0
CANADIAN NATL RY CO COM 136375102   1,210,700 10,000 SH   SOLE   10,000 0 0
CARLISLE COS INC COM 142339100   24,498,615 95,500 SH   SOLE   95,500 0 0
CHEMED CORP NEW COM 16359R103   61,011,542 112,636 SH   SOLE   112,636 0 0
CHESAPEAKE ENERGY CORP COM 165167735   31,706,352 378,900 SH   SOLE   378,900 0 0
CHEVRON CORP NEW COM 166764100   40,953,012 260,267 SH   SOLE   260,267 0 0
CONOCOPHILLIPS COM 20825C104   12,329,590 119,000 SH   SOLE   119,000 0 0
COPART INC COM 217204106   71,681,939 785,900 SH   SOLE   785,900 0 0
DEERE & CO COM 244199105   222,855 550 SH   SOLE   550 0 0
DEVON ENERGY CORP NEW COM 25179M103   1,174,662 24,300 SH   SOLE   24,300 0 0
DIGITALBRIDGE GROUP INC CL A COM 25401T603   6,815,746 463,341 SH   SOLE   463,341 0 0
EQUINIX INC COM 29444U700   62,229,157 79,380 SH   SOLE   79,380 0 0
F&G ANNUITIES & LIFE INC COMMON STOCK 30190A104   2,388,396 96,384 SH   SOLE   96,384 0 0
EXXON MOBIL CORP COM 30231G102   11,325,600 105,600 SH   SOLE   105,600 0 0
FASTENAL CO COM 311900104   28,728,130 487,000 SH   SOLE   487,000 0 0
FEDEX CORP COM 31428X106   594,960 2,400 SH   SOLE   2,400 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303   30,600,000 850,000 SH   SOLE   850,000 0 0
FIRST WATCH RESTAURANT GROUP COM 33748L101   1,712,967 101,359 SH   SOLE   101,359 0 0
FIRSTSERVICE CORP NEW COM 33767E202   1,155,675 7,500 SH   SOLE   7,500 0 0
FRANCO NEVADA CORP COM 351858105   18,181,500 127,500 SH   SOLE   127,500 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104   8,597,925 221,596 SH   SOLE   221,596 0 0
GENUINE PARTS CO COM 372460105   32,339,853 191,100 SH   SOLE   191,100 0 0
GRACO INC COM 384109104   295,662 3,424 SH   SOLE   3,424 0 0
GREEN PLAINS INC COM 393222104   2,831,027 87,811 SH   SOLE   87,811 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   2,763,605 39,650 SH   SOLE   39,650 0 0
HAEMONETICS CORP COM 405024100   13,537,260 159,000 SH   SOLE   159,000 0 0
HEICO CORP NEW CL A 422806208   66,995,478 476,497 SH   SOLE   476,497 0 0
HENRY JACK & ASSOC INC COM 426281101   38,929,325 232,650 SH   SOLE   232,650 0 0
HESS CORP COM 42809h107   1,685,780 12,400 SH   SOLE   12,400 0 0
HINGHAM INSTN SVGS MASS COM 433323102   13,235,707 62,087 SH   SOLE   62,087 0 0
INTEL CORP COM 458140100   24,745,600 740,000 SH   SOLE   740,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   12,416,184 109,800 SH   SOLE   109,800 0 0
INTERNATIONAL MNY EXPRESS IN COM 46005L101   1,871,639 76,300 SH   SOLE   76,300 0 0
IQVIA HLDGS INC COM 46266C105   38,877,343 172,965 SH   SOLE   172,965 0 0
JOHNSON & JOHNSON COM 478160104   506,988 3,063 SH   SOLE   3,063 0 0
KROGER CO COM 501044101   376,000 8,000 SH   SOLE   8,000 0 0
LISTED FD TR HORIZON KINETICS 53656F623   427,980 14,000 SH   SOLE   14,000 0 0
LOCKHEED MARTIN CORP COM 539830109   39,707,775 86,250 SH   SOLE   86,250 0 0
LOWES COS INC COM 548661107   62,541,470 277,100 SH   SOLE   277,100 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103   1,203,520 6,400 SH   SOLE   6,400 0 0
MARKEL CORP COM 570535104   7,855,079 5,679 SH   SOLE   5,679 0 0
MASCO CORP COM 574599106   1,423,024 24,800 SH   SOLE   24,800 0 0
MASTERCARD INC CL A 57636Q104   95,699,329 243,324 SH   SOLE   243,324 0 0
MICROSOFT CORP COM 594918104   1,413,241 4,150 SH   SOLE   4,150 0 0
MIRION TECHNOLOGIES INC COM CL A 60471A101   13,224,250 1,565,000 SH   SOLE   1,565,000 0 0
MONDELEZ INTL INC CL A 609207105   554,344 7,600 SH   SOLE   7,600 0 0
MOODYS CORP COM 615369105   45,107,977 129,725 SH   SOLE   129,725 0 0
NORFOLK SOUTHERN CORP COM 655844108   308,167 1,359 SH   SOLE   1,359 0 0
NVIDIA CORP COM 67066G104   33,841,600 80,000 SH   SOLE   80,000 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107   48,720,300 51,000 SH   SOLE   51,000 0 0
OCCIDENTAL PETE CORP COM 674599105   11,256,084 191,430 SH   SOLE   191,430 0 0
OTIS WORLDWIDE CORP COM 68902V107   8,633,970 97,000 SH   SOLE   97,000 0 0
PAN AMERN SILVER CORP COM 697900108   823,770 56,500 SH   SOLE   56,500 0 0
PAYCHEX INC COM 704326107   210,204 1,879 SH   SOLE   1,879 0 0
PAYPAL HLDGS INC COM 70450Y103   266,920 4,000 SH   SOLE   4,000 0 0
PERMIAN BASIN RTY TR UNIT BEN INT 714236106   10,968,652 439,978 SH   SOLE   439,978 0 0
PIONEER NAT RES CO COM 723787107   64,652,591 312,060 SH   SOLE   312,060 0 0
POLARIS INC COM 731068102   17,002,758 140,600 SH   SOLE   140,600 0 0
PULTE GROUP INC COM 745867101   361,212 4,650 SH   SOLE   4,650 0 0
PURPLE INNOVATION INC COM 74640Y106   166,800 60,000 SH   SOLE   60,000 0 0
QUEST DIAGNOSTICS INC COM 74834L100   13,503,037 96,066 SH   SOLE   96,066 0 0
RH COM 74967X103   5,865,054 17,795 SH   SOLE   17,795 0 0
REGENERON PHARMACEUTICALS COM 75886F107   520,942 725 SH   SOLE   725 0 0
ROPER TECHNOLOGIES INC COM 776696106   52,503,360 109,200 SH   SOLE   109,200 0 0
ROSS STORES INC COM 778296103   762,484 6,800 SH   SOLE   6,800 0 0
S&P GLOBAL INC COM 78409V104   65,264,892 162,800 SH   SOLE   162,800 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   25,261,840 109,000 SH   SOLE   109,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107   4,518,075 25,344 SH   SOLE   25,344 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   25,755,000 425,000 SH   SOLE   425,000 0 0
SPDR SER TR S&P OILGAS EXP 78468R556   283,426 2,200 SH   SOLE   2,200 0 0
ST JOE CO COM 790148100   9,938,704 205,600 SH   SOLE   205,600 0 0
SCHLUMBERGER LTD COM STK 806857108   17,373,744 353,700 SH   SOLE   353,700 0 0
SHOPIFY INC CL A 82509L107   604,010 9,350 SH   SOLE   9,350 0 0
SILICON LABORATORIES INC COM 826919102   18,140,100 115,000 SH   SOLE   115,000 0 0
SITIME CORP COM 82982T106   12,982,009 110,045 SH   SOLE   110,045 0 0
SMITH A O CORP COM 831865209   22,207,580 305,133 SH   SOLE   305,133 0 0
STRYKER CORP COM 863667101   729,775 2,392 SH   SOLE   2,392 0 0
TJX COS INC NEW COM 872540109   25,856,711 304,950 SH   SOLE   304,950 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   2,144,550 21,250 SH   SOLE   21,250 0 0
TEXAS INSTRS INC COM 882508104   96,722,946 537,290 SH   SOLE   537,290 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102   86,810,010 65,940 SH   SOLE   65,940 0 0
THOR INDS INC COM 885160101   16,114,950 155,700 SH   SOLE   155,700 0 0
TRACTOR SUPPLY CO COM 892356106   17,577,450 79,500 SH   SOLE   79,500 0 0
TRUIST FINL CORP COM 89832Q109   32,368,123 1,066,495 SH   SOLE   1,066,495 0 0
TYLER TECHNOLOGIES INC COM 902252105   1,781,242 4,277 SH   SOLE   4,277 0 0
UNITED PARCEL SERVICE INC CL B 911312106   4,746,899 26,482 SH   SOLE   26,482 0 0
VALVOLINE INC COM 92047W101   40,559,450 1,081,297 SH   SOLE   1,081,297 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106   426,057 14,150 SH   SOLE   14,150 0 0
VANECK VECTORS ETF TR JUNIOR GOLD MINE 92189F791   249,620 7,000 SH   SOLE   7,000 0 0
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827   1,942,149 25,700 SH   SOLE   25,700 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   646,319 15,888 SH   SOLE   15,888 0 0
VERRA MOBILITY CORP CL A COM STK 92511U102   10,057,200 510,000 SH   SOLE   510,000 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   703,820 2,000 SH   SOLE   2,000 0 0
VISA INC COM CL A 92826C839   349,096 1,470 SH   SOLE   1,470 0 0
WALMART INC COM 931142103   322,219 2,050 SH   SOLE   2,050 0 0
WATSCO INC COM 942622200   9,155,280 24,000 SH   SOLE   24,000 0 0
WHEATON PRECIOUS METALS CORP COM 962879102   7,779,600 180,000 SH   SOLE   180,000 0 0
WINMARK CORP COM 974250102   8,843,702 26,600 SH   SOLE   26,600 0 0
WORKDAY INC CL A 98138H101   248,479 1,100 SH   SOLE   1,100 0 0
YETI HLDGS INC COM 98585X104   6,515,410 167,750 SH   SOLE   167,750 0 0