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 |
ALPHABET INC | CAP STK CL C | 02079K107 | 6,428 | 4,547 | SH | SOLE | 4,547 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 1,709 | 1,205 | SH | SOLE | 1,205 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 1,145 | 415 | SH | SOLE | 415 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 371 | 1,018 | SH | SOLE | 1,018 | 0 | 0 | ||
ARISTA NETWORKS INC | COM | 040413106 | 4,067 | 19,366 | SH | SOLE | 19,366 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 89,278 | 334 | SH | SOLE | 334 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 3,805 | 21,313 | SH | SOLE | 21,313 | 0 | 0 | ||
BROWN & BROWN INC | COM | 115236101 | 1,304 | 32,000 | SH | SOLE | 32,000 | 0 | 0 | ||
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 14,490 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
Booking Holdings Inc | COM | 09857L108 | 306 | 192 | SH | SOLE | 192 | 0 | 0 | ||
CARGURUS INC | COM CL A | 141788109 | 263 | 10,370 | SH | SOLE | 10,370 | 0 | 0 | ||
CARMAX INC | COM | 143130102 | 1,651 | 18,438 | SH | SOLE | 18,438 | 0 | 0 | ||
CREDIT ACCEP CORP MICH | COM | 225310101 | 4,991 | 11,911 | SH | SOLE | 11,911 | 0 | 0 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 413 | 3,706 | SH | SOLE | 3,706 | 0 | 0 | ||
Facebook Inc Cl A | CL A | 30303M102 | 6,817 | 30,023 | SH | SOLE | 30,023 | 0 | 0 | ||
Fiat Chrysler Automobiles NV s | SHS | N31738102 | 9,235 | 901,900 | SH | SOLE | 901,900 | 0 | 0 | ||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 830 | 4,200 | SH | SOLE | 4,200 | 0 | 0 | ||
IAC Interactivecorp | COM | 44919P508 | 1,143 | 3,594 | SH | SOLE | 3,594 | 0 | 0 | ||
Intercontinental Exchange Inc. | COM | 45866F104 | 1,925 | 21,014 | SH | SOLE | 21,014 | 0 | 0 | ||
JACOBS ENGR GROUP INC | COM | 469814107 | 321 | 3,782 | SH | SOLE | 3,782 | 0 | 0 | ||
LIBERTY MEDIA CORP DEL | COM SER C FRMLA | 531229854 | 512 | 16,152 | SH | SOLE | 16,152 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 2,555 | 8,642 | SH | SOLE | 8,642 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 205 | 1,007 | SH | SOLE | 1,007 | 0 | 0 | ||
RYANAIR HOLDINGS PLC | SPONSORED ADS | 783513203 | 1,940 | 29,250 | SH | SOLE | 29,250 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 362 | 1,934 | SH | SOLE | 1,934 | 0 | 0 | ||
SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 388 | 1,303 | SH | SOLE | 1,303 | 0 | 0 | ||
SCHWAB CHARLES CORP | COM | 808513105 | 489 | 14,499 | SH | SOLE | 14,499 | 0 | 0 | ||
SPDR Gold Tr Shs | GOLD SHS | 78463V107 | 390 | 2,328 | SH | SOLE | 2,328 | 0 | 0 | ||
Standard & Poors Depository Re | TR UNIT | 78462F103 | 394 | 1,278 | SH | SOLE | 1,278 | 0 | 0 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 2,812 | 49,535 | SH | SOLE | 49,535 | 0 | 0 | ||
THOR INDS INC | COM | 885160101 | 1,063 | 9,975 | SH | SOLE | 9,975 | 0 | 0 | ||
TJX COS INC NEW | COM | 872540109 | 1,669 | 33,004 | SH | SOLE | 33,004 | 0 | 0 | ||
Third Point Reinsurance LTD | COM | G8827U100 | 376 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
Unitedhealth Group Inc | COM | 91324P102 | 4,085 | 13,850 | SH | SOLE | 13,850 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 397 | 2,055 | SH | SOLE | 2,055 | 0 | 0 | ||
WATERS CORP | COM | 941848103 | 498 | 2,758 | SH | SOLE | 2,758 | 0 | 0 | ||
WAYFAIR INC | CL A | 94419L101 | 465 | 2,351 | SH | SOLE | 2,351 | 0 | 0 | ||
WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | 600 | 2,642 | SH | SOLE | 2,642 | 0 | 0 | ||
YATRA ONLINE INC | ORD SHS | G98338109 | 68 | 100,000 | SH | SOLE | 100,000 | 0 | 0 |