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 |
| ALPHABET INC CL-A | CAP STK CL A | 02079K305 | 17,857 | 8,658 | SH | DFND | 0 | 0 | 0 | ||
| ALPHABET INC CL-C | CAP STK CL C | 02079K107 | 77,116 | 37,279 | SH | DFND | 0 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 1,516 | 490 | SH | DFND | 0 | 0 | 0 | ||
| AMETEK INC | COM | 031100100 | 91,704 | 717,954 | SH | DFND | 0 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 1,444 | 11,819 | SH | DFND | 0 | 0 | 0 | ||
| ARISTA NETWORKS INC | COM | 040413106 | 5,172 | 17,132 | SH | DFND | 0 | 0 | 0 | ||
| AUTOHOME INC CL-A ADR | SP ADR RP CL A | 05278C107 | 30,376 | 325,678 | SH | DFND | 0 | 0 | 0 | ||
| BANK OF AMERICA | COM | 060505104 | 49,884 | 1,289,338 | SH | DFND | 0 | 0 | 0 | ||
| BANK OZK | COM | 06417N103 | 7,217 | 176,670 | SH | DFND | 0 | 0 | 0 | ||
| BERKSHIRE HATHAWAY-A | CL A | 084670108 | 3,086 | 8 | SH | DFND | 0 | 0 | 0 | ||
| BERKSHIRE HATHAWAY-B-NEW | CL B NEW | 084670702 | 180,290 | 705,719 | SH | DFND | 0 | 0 | 0 | ||
| BROOKFIELD ASSET MGT-A LV | CL A LTD VT SH | 112585104 | 756 | 16,989 | SH | DFND | 0 | 0 | 0 | ||
| CARMAX INC | COM | 143130102 | 141,857 | 1,069,324 | SH | DFND | 0 | 0 | 0 | ||
| CREDIT ACCEPTANCE CORP | COM | 225310101 | 3,856 | 10,703 | SH | DFND | 0 | 0 | 0 | ||
| DISNEY WALT COMPANY | COM | 254687106 | 34,689 | 187,998 | SH | DFND | 0 | 0 | 0 | ||
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 32,631 | 390,140 | SH | SOLE | 0 | 0 | 0 | ||
| ELI LILLY & CO | COM | 532457108 | 81 | 432 | SH | DFND | 0 | 0 | 0 | ||
| FACEBOOK INC CL-A | CL A | 30303M102 | 68,218 | 231,615 | SH | DFND | 0 | 0 | 0 | ||
| FASTENAL CO | COM | 311900104 | 450 | 8,954 | SH | DFND | 0 | 0 | 0 | ||
| FIRST REP BK SAN FRANCISCO C | COM | 33616C100 | 3,236 | 19,409 | SH | DFND | 0 | 0 | 0 | ||
| FIVE BELOW INC | COM | 33829M101 | 57,944 | 303,705 | SH | DFND | 0 | 0 | 0 | ||
| FORTUNE BRNDS HME&SEC | COM | 34964C106 | 50,263 | 524,553 | SH | DFND | 0 | 0 | 0 | ||
| HEALTH CARE SERVICES GRP | COM | 421906108 | 10,212 | 364,312 | SH | SOLE | 0 | 0 | 0 | ||
| HEICO CORP CLASS A | CL A | 422806208 | 62,516 | 550,321 | SH | DFND | 0 | 0 | 0 | ||
| INTERCONTINENTAL EXCHANGE | COM | 45866F104 | 31,684 | 283,701 | SH | DFND | 0 | 0 | 0 | ||
| INTUITIVE SURGICAL | COM NEW | 46120E602 | 100 | 135 | SH | DFND | 0 | 0 | 0 | ||
| JACOBS ENGR GROUP INC | COM | 469814107 | 2,080 | 16,089 | SH | SOLE | 0 | 0 | 0 | ||
| JP MORGAN CHASE & CO | COM | 46625H100 | 53,955 | 354,432 | SH | DFND | 0 | 0 | 0 | ||
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | 58,448 | 407,590 | SH | DFND | 0 | 0 | 0 | ||
| KNIGHT-SWIFT TRANSPORT-A | CL A | 499049104 | 387 | 8,046 | SH | DFND | 0 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 3,263 | 21,730 | SH | SOLE | 0 | 0 | 0 | ||
| LITTELFUSE INC | COM | 537008104 | 737 | 2,788 | SH | DFND | 0 | 0 | 0 | ||
| LULULEMON ATHLETICA INC | COM | 550021109 | 1,415 | 4,615 | SH | SOLE | 0 | 0 | 0 | ||
| MARKEL CORP HOLDING | COM | 570535104 | 77,588 | 68,082 | SH | DFND | 0 | 0 | 0 | ||
| MASTERCARD INC CL-A | CL A | 57636Q104 | 3,557 | 9,989 | SH | SOLE | 0 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 844 | 3,578 | SH | SOLE | 0 | 0 | 0 | ||
| NOVO-NORDISK A/S-ADR | ADR | 670100205 | 418 | 6,200 | SH | SOLE | 0 | 0 | 0 | ||
| NVR INC | COM | 62944T105 | 68,539 | 14,549 | SH | SOLE | 0 | 0 | 0 | ||
| OLD DOMINION FREIGHT LINE | COM | 679580100 | 978 | 4,067 | SH | SOLE | 0 | 0 | 0 | ||
| PROGRESSIVE CORP OHIO | COM | 743315103 | 64,585 | 675,502 | SH | DFND | 0 | 0 | 0 | ||
| RESMED INC | COM | 761152107 | 85 | 437 | SH | DFND | 0 | 0 | 0 | ||
| RITCHIE BROTHERS AUCTIONR | COM | 767744105 | 63 | 1,070 | SH | DFND | 0 | 0 | 0 | ||
| ROPER TECHNOLOGIES INC | COM | 776696106 | 538 | 1,335 | SH | DFND | 0 | 0 | 0 | ||
| SCHWAB CHARLES CORP | COM | 808513105 | 66,614 | 1,022,002 | SH | DFND | 0 | 0 | 0 | ||
| SLEEP NUMBER CORP | COM | 83125X103 | 48,765 | 339,846 | SH | DFND | 0 | 0 | 0 | ||
| SPDR S&P 500 ETF | TR UNIT | 78462F103 | 1,923 | 4,852 | SH | DFND | 0 | 0 | 0 | ||
| SS&C TECHNOLOGIES INC | COM | 78467J100 | 6,087 | 87,124 | SH | DFND | 0 | 0 | 0 | ||
| STARBUCKS CORP | COM | 855244109 | 691 | 6,327 | SH | DFND | 0 | 0 | 0 | ||
| TAIWAN SEMICON MAN SP/ADR | SPONSORED ADS | 874039100 | 1,097 | 9,277 | SH | DFND | 0 | 0 | 0 | ||
| TJX COMPANIES INC | COM | 872540109 | 556 | 8,404 | SH | DFND | 0 | 0 | 0 | ||
| VISA INC CLASS-A | COM CL A | 92826C839 | 66,953 | 316,218 | SH | DFND | 0 | 0 | 0 | ||
| ISHARES SILVER TR | ISHARES | 46428Q109 | 522 | 23,000 | SH | SOLE | 0 | 0 | 0 | ||
| ISHARES TR | U.S. FINLS ETF | 464287788 | 233 | 3,110 | SH | DFND | 0 | 0 | 0 | ||