The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 32,777,479 | 106,155 | SH | SOLE | 106,155 | 0 | 0 | ||
BIO RAD LABS INC | CL A | 090572207 | 73,882,129 | 154,236 | SH | SOLE | 154,236 | 0 | 0 | ||
BLACK KNIGHT INC | COM | 09215C105 | 2,851,695 | 49,543 | SH | SOLE | 49,543 | 0 | 0 | ||
BOYD GAMING CORP | COM | 103304101 | 30,462,771 | 475,090 | SH | SOLE | 475,090 | 0 | 0 | ||
CANNAE HLDGS INC | COM | 13765N107 | 52,197,346 | 2,586,588 | SH | SOLE | 2,586,588 | 0 | 0 | ||
CHURCHILL DOWNS INC | COM | 171484108 | 82,803,517 | 322,130 | SH | SOLE | 322,130 | 0 | 0 | ||
COPART INC | COM | 217204106 | 50,933,491 | 677,217 | SH | SOLE | 677,217 | 0 | 0 | ||
DELL TECHNOLOGIES INC | CL C | 24703L202 | 19,380,818 | 481,990 | SH | SOLE | 481,990 | 0 | 0 | ||
EBAY INC. | COM | 278642103 | 29,045,756 | 654,626 | SH | SOLE | 654,626 | 0 | 0 | ||
EVERCORE INC | CLASS A | 29977A105 | 23,057,885 | 199,843 | SH | SOLE | 199,843 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 23,188,044 | 426,800 | SH | SOLE | 426,800 | 0 | 0 | ||
FISERV INC | COM | 337738108 | 49,274,863 | 435,945 | SH | SOLE | 435,945 | 0 | 0 | ||
FTI CONSULTING INC | COM | 302941109 | 56,898,176 | 288,311 | SH | SOLE | 288,311 | 0 | 0 | ||
GENTEX CORP | COM | 371901109 | 25,199,531 | 899,020 | SH | SOLE | 899,020 | 0 | 0 | ||
ICU MED INC | COM | 44930G107 | 22,041,955 | 133,620 | SH | SOLE | 133,620 | 0 | 0 | ||
IHS HOLDING LIMITED | ORD SHS | G4701H109 | 825,648 | 94,252 | SH | SOLE | 94,252 | 0 | 0 | ||
MARTIN MARIETTA MATLS INC | COM | 573284106 | 60,817,517 | 171,288 | SH | SOLE | 171,288 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 41,145,644 | 113,221 | SH | SOLE | 113,221 | 0 | 0 | ||
MSC INDL DIRECT INC | CL A | 553530106 | 65,567,712 | 780,568 | SH | SOLE | 780,568 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 16,100,951 | 212,022 | SH | SOLE | 212,022 | 0 | 0 | ||
PRICESMART INC | COM | 741511109 | 27,155,609 | 379,905 | SH | SOLE | 379,905 | 0 | 0 | ||
PRIMO WATER CORPORATION | COM | 74167P108 | 44,486,833 | 2,898,165 | SH | SOLE | 2,898,165 | 0 | 0 | ||
SEALED AIR CORP NEW | COM | 81211K100 | 16,593,710 | 361,440 | SH | SOLE | 361,440 | 0 | 0 | ||
VALMONT INDS INC | COM | 920253101 | 49,396,447 | 154,712 | SH | SOLE | 154,712 | 0 | 0 | ||
VERISK ANALYTICS INC | COM | 92345Y106 | 29,415,783 | 153,319 | SH | SOLE | 153,319 | 0 | 0 | ||
WEBSTER FINL CORP | COM | 947890109 | 18,346,068 | 465,400 | SH | SOLE | 465,400 | 0 | 0 |