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 | 36,877,445 | 108,145 | SH | SOLE | 108,145 | 0 | 0 | ||
BIO RAD LABS INC | CL A | 090572207 | 68,944,109 | 181,853 | SH | SOLE | 181,853 | 0 | 0 | ||
BLACK KNIGHT INC | COM | 09215C105 | 2,959,203 | 49,543 | SH | SOLE | 49,543 | 0 | 0 | ||
BOYD GAMING CORP | COM | 103304101 | 34,330,519 | 494,890 | SH | SOLE | 494,890 | 0 | 0 | ||
CANNAE HLDGS INC | COM | 13765N107 | 52,274,943 | 2,586,588 | SH | SOLE | 2,586,588 | 0 | 0 | ||
CHURCHILL DOWNS INC | COM | 171484108 | 82,720,839 | 594,387 | SH | SOLE | 594,387 | 0 | 0 | ||
COPART INC | COM | 217204106 | 48,208,954 | 528,549 | SH | SOLE | 528,549 | 0 | 0 | ||
DELL TECHNOLOGIES INC | CL C | 24703L202 | 26,080,479 | 481,990 | SH | SOLE | 481,990 | 0 | 0 | ||
EBAY INC. | COM | 278642103 | 29,255,236 | 654,626 | SH | SOLE | 654,626 | 0 | 0 | ||
EVERCORE INC | CLASS A | 29977A105 | 24,697,484 | 199,834 | SH | SOLE | 199,834 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 35,691,750 | 652,500 | SH | SOLE | 652,500 | 0 | 0 | ||
FISERV INC | COM | 337738108 | 54,994,462 | 435,945 | SH | SOLE | 435,945 | 0 | 0 | ||
FTI CONSULTING INC | COM | 302941109 | 42,359,632 | 222,711 | SH | SOLE | 222,711 | 0 | 0 | ||
GENTEX CORP | COM | 371901109 | 26,305,325 | 899,020 | SH | SOLE | 899,020 | 0 | 0 | ||
ICU MED INC | COM | 44930G107 | 22,139,038 | 124,244 | SH | SOLE | 124,244 | 0 | 0 | ||
IHS HOLDING LIMITED | ORD SHS | G4701H109 | 921,785 | 94,252 | SH | SOLE | 94,252 | 0 | 0 | ||
LAUREATE EDUCATION INC | COMMON STOCK | 518613203 | 15,391,706 | 1,273,094 | SH | SOLE | 1,273,094 | 0 | 0 | ||
MANNKIND CORP | COM NEW | 56400P706 | 19,691,409 | 4,838,184 | SH | SOLE | 4,838,184 | 0 | 0 | ||
MARTIN MARIETTA MATLS INC | COM | 573284106 | 79,081,957 | 171,288 | SH | SOLE | 171,288 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 44,529,819 | 113,221 | SH | SOLE | 113,221 | 0 | 0 | ||
MSC INDL DIRECT INC | CL A | 553530106 | 68,074,511 | 714,468 | SH | SOLE | 714,468 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 14,148,228 | 212,022 | SH | SOLE | 212,022 | 0 | 0 | ||
PRICESMART INC | COM | 741511109 | 28,135,764 | 379,905 | SH | SOLE | 379,905 | 0 | 0 | ||
PRIMO WATER CORPORATION | COM | 74167P108 | 36,342,989 | 2,898,165 | SH | SOLE | 2,898,165 | 0 | 0 | ||
RB GLOBAL INC | COM | 74935Q107 | 24,465,960 | 407,766 | SH | SOLE | 407,766 | 0 | 0 | ||
VALMONT INDS INC | COM | 920253101 | 52,735,350 | 181,190 | SH | SOLE | 181,190 | 0 | 0 | ||
WEBSTER FINL CORP | COM | 947890109 | 17,568,850 | 465,400 | SH | SOLE | 465,400 | 0 | 0 |