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 |
| ACTIVISION BLIZZARD INC | COM | 00507v109 | 0 | 1 | SH | SOLE | 1 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 14,259 | 4,374 | SH | SOLE | 4,374 | 0 | 0 | ||
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524a108 | 20,587 | 342,778 | SH | SOLE | 342,778 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 253 | 1,448 | SH | SOLE | 1,448 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 24,045 | 112,175 | SH | SOLE | 112,175 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 35 | 100 | SH | SOLE | 100 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119p108 | 40,868 | 74,915 | SH | SOLE | 74,915 | 0 | 0 | ||
| COSTAR GROUP INC | COM | 22160n109 | 127 | 1,900 | SH | SOLE | 1,900 | 0 | 0 | ||
| COSTCO WHSL CORP NEW | COM | 22160k105 | 327 | 567 | SH | SOLE | 567 | 0 | 0 | ||
| DISCOVERY INC | COM SER C | 25470f302 | 45,588 | 1,825,702 | SH | SOLE | 1,825,702 | 0 | 0 | ||
| ETSY INC | COM | 29786a106 | 8,107 | 65,235 | SH | SOLE | 65,235 | 0 | 0 | ||
| FACTSET RESH SYS INC | COM | 303075105 | 228 | 525 | SH | SOLE | 525 | 0 | 0 | ||
| FRP HLDGS INC | COM | 30292l107 | 6 | 100 | SH | SOLE | 100 | 0 | 0 | ||
| GOGO INC | COM | 38046c109 | 23,968 | 1,257,492 | SH | SOLE | 1,257,492 | 0 | 0 | ||
| LAM RESEARCH CORP | COM | 512807108 | 29,997 | 55,797 | SH | SOLE | 55,797 | 0 | 0 | ||
| LANDSTAR SYS INC | COM | 515098101 | 196 | 1,300 | SH | SOLE | 1,300 | 0 | 0 | ||
| MARKEL CORP | COM | 570535104 | 41,031 | 27,813 | SH | SOLE | 27,813 | 0 | 0 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 41,280 | 234,878 | SH | SOLE | 234,878 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303m102 | 13 | 57 | SH | SOLE | 57 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 37,181 | 120,597 | SH | SOLE | 120,597 | 0 | 0 | ||
| PATRIOT TRANSN HLDG INC | COM | 70338w105 | 339 | 42,531 | SH | SOLE | 42,531 | 0 | 0 | ||
| PROGRESSIVE CORP | COM | 743315103 | 46,725 | 409,903 | SH | SOLE | 409,903 | 0 | 0 | ||
| RITCHIE BROS AUCTIONEERS | COM | 767744105 | 166 | 2,809 | SH | SOLE | 2,809 | 0 | 0 | ||
| ROPER TECHNOLOGIES INC | COM | 776696106 | 12,214 | 25,865 | SH | SOLE | 25,865 | 0 | 0 | ||
| STURM RUGER & CO INC | COM | 864159108 | 181 | 2,600 | SH | SOLE | 2,600 | 0 | 0 | ||