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 | 39,369,914 | 110,385 | SH | SOLE | 110,385 | 0 | 0 | ||
BIO RAD LABS INC | CL A | 090572207 | 43,559,153 | 134,904 | SH | SOLE | 134,904 | 0 | 0 | ||
BOYD GAMING CORP | COM | 103304101 | 29,512,350 | 471,368 | SH | SOLE | 471,368 | 0 | 0 | ||
CANNAE HLDGS INC | COM | 13765N107 | 48,913,228 | 2,507,085 | SH | SOLE | 2,507,085 | 0 | 0 | ||
CENTENE CORP DEL | COM | 15135B101 | 13,958,901 | 188,100 | SH | SOLE | 188,100 | 0 | 0 | ||
CHURCHILL DOWNS INC | COM | 171484108 | 79,341,943 | 588,023 | SH | SOLE | 588,023 | 0 | 0 | ||
COPART INC | COM | 217204106 | 25,871,265 | 527,985 | SH | SOLE | 527,985 | 0 | 0 | ||
EBAY INC. | COM | 278642103 | 27,431,789 | 628,881 | SH | SOLE | 628,881 | 0 | 0 | ||
EVERCORE INC | CLASS A | 29977A105 | 26,574,328 | 155,360 | SH | SOLE | 155,360 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 49,666,537 | 826,811 | SH | SOLE | 826,811 | 0 | 0 | ||
FISERV INC | COM | 337738108 | 45,964,234 | 346,012 | SH | SOLE | 346,012 | 0 | 0 | ||
FTI CONSULTING INC | COM | 302941109 | 30,521,530 | 153,259 | SH | SOLE | 153,259 | 0 | 0 | ||
GENTEX CORP | COM | 371901109 | 28,073,883 | 859,580 | SH | SOLE | 859,580 | 0 | 0 | ||
HERSHEY CO | COM | 427866108 | 19,524,929 | 104,725 | SH | SOLE | 104,725 | 0 | 0 | ||
ICU MED INC | COM | 44930G107 | 8,489,071 | 85,112 | SH | SOLE | 85,112 | 0 | 0 | ||
LAUREATE EDUCATION INC | COMMON STOCK | 518613203 | 22,775,614 | 1,661,241 | SH | SOLE | 1,661,241 | 0 | 0 | ||
MANNKIND CORP | COM NEW | 56400P706 | 39,426,260 | 10,831,390 | SH | SOLE | 10,831,390 | 0 | 0 | ||
MARTIN MARIETTA MATLS INC | COM | 573284106 | 66,423,381 | 133,137 | SH | SOLE | 133,137 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 46,789,427 | 109,703 | SH | SOLE | 109,703 | 0 | 0 | ||
MSC INDL DIRECT INC | CL A | 553530106 | 45,514,547 | 449,482 | SH | SOLE | 449,482 | 0 | 0 | ||
OREILLY AUTOMOTIVE INC | COM | 67103H107 | 15,011,264 | 15,800 | SH | SOLE | 15,800 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 12,865,211 | 209,497 | SH | SOLE | 209,497 | 0 | 0 | ||
PRICESMART INC | COM | 741511109 | 23,402,455 | 308,821 | SH | SOLE | 308,821 | 0 | 0 | ||
PRIMO WATER CORPORATION | COM | 74167P108 | 42,912,968 | 2,851,360 | SH | SOLE | 2,851,360 | 0 | 0 | ||
RB GLOBAL INC | COM | 74935Q107 | 26,965,968 | 403,139 | SH | SOLE | 403,139 | 0 | 0 | ||
UNITED THERAPEUTICS CORP DEL | COM | 91307C102 | 26,789,858 | 121,833 | SH | SOLE | 121,833 | 0 | 0 | ||
VALMONT INDS INC | COM | 920253101 | 21,933,361 | 93,929 | SH | SOLE | 93,929 | 0 | 0 | ||
WEBSTER FINL CORP | COM | 947890109 | 27,249,897 | 536,838 | SH | SOLE | 536,838 | 0 | 0 |