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
AXALTA COATING SYS LTD COM G0750C108 3,095 101,500 SH   SOLE   101,500 0 0
ACCENTURE PLC IRELAND SHS CL A G1151C101 79,151 268,500 SH   SOLE   268,500 0 0
BROOKFIELD ASSET MGMT REINS CL A EXCH LT VTG G16169107 410 7,886 SH   SOLE   7,886 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 9,728 164,000 SH   SOLE   164,000 0 0
EATON CORP PLC SHS G29183103 1,854 12,512 SH   SOLE   12,512 0 0
MEDTRONIC PLC SHS G5960L103 83,104 669,492 SH   SOLE   669,492 0 0
SAPIENS INTL CORP N V SHS G7T16G103 692 26,352 SH   SOLE   26,352 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 2,269 9,866 SH   SOLE   9,866 0 0
ALCON AG ORD SHS H01301128 11,678 166,216 SH   SOLE   166,216 0 0
CHUBB LIMITED COM H1467J104 33,067 208,050 SH   SOLE   208,050 0 0
GARMIN LTD SHS H2906T109 362 2,500 SH   SOLE   2,500 0 0
TE CONNECTIVITY LTD REG SHS H84989104 1,636 12,100 SH   SOLE   12,100 0 0
FERRARI N V COM N3167Y103 1,707 8,284 SH   SOLE   8,284 0 0
KAROOOOO LTD ORD SHS Y4600W108 782 21,279 SH   SOLE   21,279 0 0
API GROUP CORP COM STK 00187Y100 8,021 383,959 SH   SOLE   383,959 0 0
ABBVIE INC COM 00287Y109 239 2,124 SH   SOLE   2,124 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 4,311 7,361 SH   SOLE   7,361 0 0
ALLEGHANY CORP MD COM 017175100 9,930 14,886 SH   SOLE   14,886 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 6,390 160,800 SH   SOLE   160,800 0 0
AMERCO COM 023586100 12,377 21,000 SH   SOLE   21,000 0 0
ANSYS INC COM 03662Q105 33,878 97,614 SH   SOLE   97,614 0 0
APPLE INC COM 037833100 972 7,100 SH   SOLE   7,100 0 0
AUTODESK INC COM 052769106 7,156 24,515 SH   SOLE   24,515 0 0
AVID BIOSERVICES INC COM 05368M106 6,156 240,000 SH   SOLE   240,000 0 0
BARRICK GOLD CORP COM 067901108 7,755 375,000 SH   SOLE   375,000 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 837 2 SH   SOLE   2 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,361 8,496 SH   SOLE   8,496 0 0
BLACKROCK INC COM 09247X101 27,212 31,100 SH   SOLE   31,100 0 0
BOOKING HOLDINGS INC COM 09857L108 8,851 4,045 SH   SOLE   4,045 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 74,586 461,750 SH   SOLE   461,750 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 58,303 1,143,647 SH   SOLE   1,143,647 0 0
BROWN & BROWN INC COM 115236101 11,143 209,700 SH   SOLE   209,700 0 0
BROWN FORMAN CORP CL B 115637209 585 7,800 SH   SOLE   7,800 0 0
CME GROUP INC COM 12572Q105 9,879 46,450 SH   SOLE   46,450 0 0
CANADIAN NATL RY CO COM 136375102 1,055 10,000 SH   SOLE   10,000 0 0
CHANGE HEALTHCARE INC COM 15912K100 28,685 1,245,000 SH   SOLE   1,245,000 0 0
CHEMED CORP NEW COM 16359R103 34,909 73,571 SH   SOLE   73,571 0 0
CHEVRON CORP NEW COM 166764100 49,320 470,883 SH   SOLE   470,883 0 0
COPART INC COM 217204106 59,343 450,150 SH   SOLE   450,150 0 0
DEERE & CO COM 244199105 212 600 SH   SOLE   600 0 0
DEVON ENERGY CORP NEW COM 25179M103 876 30,000 SH   SOLE   30,000 0 0
DISNEY WALT CO COM 254687106 220 1,250 SH   SOLE   1,250 0 0
ELECTRONIC ARTS INC COM 285512109 1,726 12,000 SH   SOLE   12,000 0 0
EMERSON ELEC CO COM 291011104 207 2,150 SH   SOLE   2,150 0 0
EQUINIX INC COM 29444U700 80,918 100,820 SH   SOLE   100,820 0 0
EXPEDITORS INTL WASH INC COM 302130109 13,926 110,000 SH   SOLE   110,000 0 0
EXXON MOBIL CORP COM 30231G102 394 6,250 SH   SOLE   6,250 0 0
FASTENAL CO COM 311900104 5,710 109,800 SH   SOLE   109,800 0 0
FEDEX CORP COM 31428X106 626 2,100 SH   SOLE   2,100 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 42,491 977,700 SH   SOLE   977,700 0 0
FIRST HORIZON CORPORATION COM 320517105 45,025 2,605,600 SH   SOLE   2,605,600 0 0
FIRSTSERVICE CORP NEW COM 33767E202 1,284 7,500 SH   SOLE   7,500 0 0
FRANCO NEV CORP COM 351858105 12,576 86,690 SH   SOLE   86,690 0 0
FRONTDOOR INC COM 35905A109 59,106 1,186,401 SH   SOLE   1,186,401 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 4,158 130,271 SH   SOLE   130,271 0 0
GENERAL DYNAMICS CORP COM 369550108 338 1,796 SH   SOLE   1,796 0 0
GENTEX CORP COM 371901109 7,776 235,000 SH   SOLE   235,000 0 0
GENUINE PARTS CO COM 372460105 41,153 325,400 SH   SOLE   325,400 0 0
GORES HLDGS V INC COM CL A 382864106 20,200 2,000,000 SH   SOLE   2,000,000 0 0
GRACO INC COM 384109104 318 4,196 SH   SOLE   4,196 0 0
GRAHAM HLDGS CO COM CL B 384637104 13,629 21,500 SH   SOLE   21,500 0 0
GREEN PLAINS INC COM 393222104 2,345 69,750 SH   SOLE   69,750 0 0
HAEMONETICS CORP MASS COM 405024100 5,998 90,000 SH   SOLE   90,000 0 0
HEICO CORP NEW CL A 422806208 68,267 549,746 SH   SOLE   549,746 0 0
HENRY JACK & ASSOC INC COM 426281101 25,140 153,750 SH   SOLE   153,750 0 0
HINGHAM INSTN SVGS MASS COM 433323102 3,511 12,087 SH   SOLE   12,087 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 5,615 47,300 SH   SOLE   47,300 0 0
IQVIA HLDGS INC COM 46266C105 28,337 116,940 SH   SOLE   116,940 0 0
ISHARES GOLD TR I SHARES 464285105 336 9,964 SH   SOLE   9,964 0 0
JOHNSON & JOHNSON COM 478160104 617 3,748 SH   SOLE   3,748 0 0
KKR & CO INC COM 48251W104 11,899 200,864 SH   SOLE   200,864 0 0
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 500472303 2,490 50,099 SH   SOLE   50,099 0 0
KROGER CO COM 501044101 1,054 27,500 SH   SOLE   27,500 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 2,088 20,000 SH   SOLE   20,000 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 3,616 75,000 SH   SOLE   75,000 0 0
LISTED FD TR HORIZON KINETICS 53656F623 255 8,500 SH   SOLE   8,500 0 0
LOCKHEED MARTIN CORP COM 539830109 25,160 66,500 SH   SOLE   66,500 0 0
LOWES COS INC COM 548661107 99,972 515,400 SH   SOLE   515,400 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103 8,283 48,000 SH   SOLE   48,000 0 0
MARKEL CORP COM 570535104 7,577 6,385 SH   SOLE   6,385 0 0
MASTERCARD INCORPORATED CL A 57636Q104 58,750 160,919 SH   SOLE   160,919 0 0
MICROSOFT CORP COM 594918104 95,517 352,593 SH   SOLE   352,593 0 0
MONDELEZ INTL INC CL A 609207105 26,943 431,500 SH   SOLE   431,500 0 0
MOODYS CORP COM 615369105 60,002 165,581 SH   SOLE   165,581 0 0
NEWMONT CORP COM 651639106 3,803 60,000 SH   SOLE   60,000 0 0
NORFOLK SOUTHN CORP COM 655844108 453 1,708 SH   SOLE   1,708 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 35,671 63,000 SH   SOLE   63,000 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 22,416 266,449 SH   SOLE   266,449 0 0
OTIS WORLDWIDE CORP COM 68902V107 7,932 97,000 SH   SOLE   97,000 0 0
PAN AMERN SILVER CORP COM 697900108 1,171 41,000 SH   SOLE   41,000 0 0
PAYCHEX INC COM 704326107 253 2,358 SH   SOLE   2,358 0 0
PAYPAL HLDGS INC COM 70450Y103 452 1,550 SH   SOLE   1,550 0 0
PIONEER NAT RES CO COM 723787107 44,570 274,245 SH   SOLE   274,245 0 0
PNC FINL SVCS GROUP INC COM 693475105 219 1,150 SH   SOLE   1,150 0 0
PULTE GROUP INC COM 745867101 371 6,798 SH   SOLE   6,798 0 0
QUALCOMM INC COM 747525103 252 1,764 SH   SOLE   1,764 0 0
QUEST DIAGNOSTICS INC COM 74834L100 29,368 222,532 SH   SOLE   222,532 0 0
REGENERON PHARMACEUTICALS COM 75886F107 307 550 SH   SOLE   550 0 0
RICE ACQUISITION CORP COM CL A 762594109 979 54,225 SH   SOLE   54,225 0 0
ROPER TECHNOLOGIES INC COM 776696106 54,778 116,500 SH   SOLE   116,500 0 0
ROSS STORES INC COM 778296103 897 7,232 SH   SOLE   7,232 0 0
S&P GLOBAL INC COM 78409V104 51,615 125,753 SH   SOLE   125,753 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 36,969 116,000 SH   SOLE   116,000 0 0
SPDR GOLD TR GOLD SHS 78463V107 4,261 25,725 SH   SOLE   25,725 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 30,809 427,550 SH   SOLE   427,550 0 0
SAP SE SPON ADR 803054204 27,600 196,500 SH   SOLE   196,500 0 0
SCHLUMBERGER LTD COM STK 806857108 4,635 144,800 SH   SOLE   144,800 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 269 5,000 SH   SOLE   5,000 0 0
SMITH A O CORP COM 831865209 6,267 86,966 SH   SOLE   86,966 0 0
STRYKER CORPORATION COM 863667101 688 2,650 SH   SOLE   2,650 0 0
TJX COS INC NEW COM 872540109 21,086 312,750 SH   SOLE   312,750 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 2,523 21,000 SH   SOLE   21,000 0 0
TEXAS INSTRS INC COM 882508104 108,419 563,800 SH   SOLE   563,800 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102 118,669 74,180 SH   SOLE   74,180 0 0
TRACTOR SUPPLY CO COM 892356106 16,745 90,000 SH   SOLE   90,000 0 0
TRUIST FINL CORP COM 89832Q109 37,848 681,945 SH   SOLE   681,945 0 0
TYLER TECHNOLOGIES INC COM 902252105 1,333 2,946 SH   SOLE   2,946 0 0
UNITED PARCEL SERVICE INC CL B 911312106 26,633 128,064 SH   SOLE   128,064 0 0
V F CORP COM 918204108 44,109 537,650 SH   SOLE   537,650 0 0
VALVOLINE INC COM 92047W101 13,807 425,367 SH   SOLE   425,367 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 624 18,350 SH   SOLE   18,350 0 0
VANECK VECTORS ETF TR JR GOLD MINERS E 92189F791 234 5,000 SH   SOLE   5,000 0 0
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 3,126 38,050 SH   SOLE   38,050 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1,126 20,732 SH   SOLE   20,732 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 222 1,100 SH   SOLE   1,100 0 0
VISA INC COM CL A 92826C839 102,260 437,345 SH   SOLE   437,345 0 0
VONTIER CORPORATION COM 928881101 6,803 208,800 SH   SOLE   208,800 0 0
WALMART INC COM 931142103 289 2,050 SH   SOLE   2,050 0 0
WASTE CONNECTIONS INC COM 94106B101 1,152 9,644 SH   SOLE   9,644 0 0
WATERS CORP COM 941848103 207 600 SH   SOLE   600 0 0
WATSCO INC COM 942622200 9,746 34,000 SH   SOLE   34,000 0 0
WESTERN UN CO COM 959802109 6,891 300,000 SH   SOLE   300,000 0 0
WORKDAY INC CL A 98138H101 537 2,250 SH   SOLE   2,250 0 0
YETI HLDGS INC COM 98585X104 1,285 14,000 SH   SOLE   14,000 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 458 2,850 SH   SOLE   2,850 0 0