The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ALARM COM HLDGS INC | COM | 011642105 | 69,074 | 1,607,502 | SH | SOLE | 1,607,502 | 0 | 0 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 1,651,535 | 7,186,212 | SH | SOLE | 7,186,212 | 0 | 0 | ||
| ANSYS INC | COM | 03662Q105 | 42,148 | 163,740 | SH | SOLE | 163,740 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 64,630 | 285,342 | SH | SOLE | 285,342 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 14,263 | 42 | SH | SOLE | 42 | 0 | 0 | ||
| BROOKFIELD ASSET MGMT INC | CL A LTD VT SH | 112585104 | 361,250 | 6,250,000 | SH | SOLE | 6,250,000 | 0 | 0 | ||
| CARMAX INC | COM | 143130102 | 591,567 | 6,747,651 | SH | SOLE | 6,747,651 | 0 | 0 | ||
| COLONY CAP INC NEW | CL A COM | 19626G108 | 47 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| COSTAR GROUP INC | COM | 22160N109 | 149,575 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| DANAHER CORP DEL | COM | 235851102 | 254,055 | 1,655,300 | SH | SOLE | 1,655,300 | 0 | 0 | ||
| DESCARTES SYS GROUP INC | COM | 249906108 | 2,136 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 478,233 | 5,084,880 | SH | SOLE | 5,084,880 | 0 | 0 | ||
| GOOSEHEAD INS INC | COM CL A | 38267D109 | 7,300 | 172,168 | SH | SOLE | 172,168 | 0 | 0 | ||
| KKR & CO L P DEL | COM UNITS | 48251W104 | 372,058 | 12,754,820 | SH | SOLE | 12,754,820 | 0 | 0 | ||
| LAMAR ADVERTISING CO | CL A | 512816109 | 4,332 | 48,530 | SH | SOLE | 48,530 | 0 | 0 | ||
| MARKEL CORP | COM | 570535104 | 586,176 | 512,764 | SH | SOLE | 512,764 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 1,590,544 | 5,326,849 | SH | SOLE | 5,326,849 | 0 | 0 | ||
| MOODYS CORP | COM | 615369105 | 1,348,879 | 5,681,643 | SH | SOLE | 5,681,643 | 0 | 0 | ||
| O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 826,964 | 1,886,926 | SH | SOLE | 1,886,926 | 0 | 0 | ||
| OLLIES BARGAIN OUTLT HLDGS I | COM | 681116109 | 6,951 | 106,437 | SH | SOLE | 106,437 | 0 | 0 | ||
| PRIMO WTR CORP | COM | 74165N105 | 36,169 | 3,222,200 | SH | SOLE | 3,222,200 | 0 | 0 | ||
| ROPER INDS INC NEW | COM | 776696106 | 555,125 | 1,567,132 | SH | SOLE | 1,567,132 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP | COM | 78410G104 | 594,040 | 2,465,000 | SH | SOLE | 2,465,000 | 0 | 0 | ||
| VERISK ANALYTICS INC | CL A | 92345Y106 | 379,942 | 2,544,142 | SH | SOLE | 2,544,142 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 918,318 | 4,887,270 | SH | SOLE | 4,887,270 | 0 | 0 | ||