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 | 37,883,194 | 108,145 | SH | SOLE | 108,145 | 0 | 0 | ||
BIO RAD LABS INC | CL A | 090572207 | 54,639,609 | 152,433 | SH | SOLE | 152,433 | 0 | 0 | ||
BOYD GAMING CORP | COM | 103304101 | 21,569,710 | 354,590 | SH | SOLE | 354,590 | 0 | 0 | ||
CANNAE HLDGS INC | COM | 13765N107 | 47,917,233 | 2,570,667 | SH | SOLE | 2,570,667 | 0 | 0 | ||
CHURCHILL DOWNS INC | COM | 171484108 | 67,926,103 | 585,368 | SH | SOLE | 585,368 | 0 | 0 | ||
COPART INC | COM | 217204106 | 23,126,834 | 536,710 | SH | SOLE | 536,710 | 0 | 0 | ||
EBAY INC. | COM | 278642103 | 28,862,460 | 654,626 | SH | SOLE | 654,626 | 0 | 0 | ||
EVERCORE INC | CLASS A | 29977A105 | 23,919,285 | 173,479 | SH | SOLE | 173,479 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 40,146,857 | 726,377 | SH | SOLE | 726,377 | 0 | 0 | ||
FISERV INC | COM | 337738108 | 38,287,227 | 338,945 | SH | SOLE | 338,945 | 0 | 0 | ||
FTI CONSULTING INC | COM | 302941109 | 39,733,870 | 222,711 | SH | SOLE | 222,711 | 0 | 0 | ||
GENTEX CORP | COM | 371901109 | 29,254,111 | 899,020 | SH | SOLE | 899,020 | 0 | 0 | ||
HERSHEY CO | COM | 427866108 | 14,445,776 | 72,200 | SH | SOLE | 72,200 | 0 | 0 | ||
ICU MED INC | COM | 44930G107 | 17,130,775 | 143,944 | SH | SOLE | 143,944 | 0 | 0 | ||
IHS HOLDING LIMITED | ORD SHS | G4701H109 | 523,099 | 94,252 | SH | SOLE | 94,252 | 0 | 0 | ||
LAUREATE EDUCATION INC | COMMON STOCK | 518613203 | 23,837,700 | 1,690,617 | SH | SOLE | 1,690,617 | 0 | 0 | ||
MANNKIND CORP | COM NEW | 56400P706 | 43,244,276 | 10,470,769 | SH | SOLE | 10,470,769 | 0 | 0 | ||
MARTIN MARIETTA MATLS INC | COM | 573284106 | 53,644,810 | 130,688 | SH | SOLE | 130,688 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 44,145,549 | 111,504 | SH | SOLE | 111,504 | 0 | 0 | ||
MSC INDL DIRECT INC | CL A | 553530106 | 49,779,717 | 507,180 | SH | SOLE | 507,180 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 14,511,058 | 248,222 | SH | SOLE | 248,222 | 0 | 0 | ||
PRICESMART INC | COM | 741511109 | 27,847,389 | 374,142 | SH | SOLE | 374,142 | 0 | 0 | ||
PRIMO WATER CORPORATION | COM | 74167P108 | 39,994,677 | 2,898,165 | SH | SOLE | 2,898,165 | 0 | 0 | ||
RB GLOBAL INC | COM | 74935Q107 | 27,822,875 | 445,166 | SH | SOLE | 445,166 | 0 | 0 | ||
UNITED THERAPEUTICS CORP DEL | COM | 91307C102 | 25,229,679 | 111,700 | SH | SOLE | 111,700 | 0 | 0 | ||
VALMONT INDS INC | COM | 920253101 | 55,045,082 | 229,154 | SH | SOLE | 229,154 | 0 | 0 | ||
WEBSTER FINL CORP | COM | 947890109 | 24,102,961 | 597,940 | SH | SOLE | 597,940 | 0 | 0 |