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 | 7,276 | 4,951 | SH | SOLE | 4,951 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 1,766 | 1,205 | SH | SOLE | 1,205 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 579 | 184 | SH | SOLE | 184 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 472 | 4,072 | SH | SOLE | 4,072 | 0 | 0 | ||
ARISTA NETWORKS INC | COM | 040413106 | 4,357 | 21,054 | SH | SOLE | 21,054 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 106,880 | 334 | SH | SOLE | 334 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 3,543 | 16,639 | SH | SOLE | 16,639 | 0 | 0 | ||
BOOKING HOLDINGS INC | COM | 09857L108 | 328 | 192 | SH | SOLE | 192 | 0 | 0 | ||
BROWN & BROWN INC | COM | 115236101 | 1,449 | 32,000 | SH | SOLE | 32,000 | 0 | 0 | ||
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 22,834 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
CARGURUS INC | COM CL A | 141788109 | 354 | 16,370 | SH | SOLE | 16,370 | 0 | 0 | ||
CARMAX INC | COM | 143130102 | 1,695 | 18,438 | SH | SOLE | 18,438 | 0 | 0 | ||
CREDIT ACCEP CORP MICH | COM | 225310101 | 4,998 | 14,759 | SH | SOLE | 14,759 | 0 | 0 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 523 | 4,218 | SH | SOLE | 4,218 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 8,500 | 32,455 | SH | SOLE | 32,455 | 0 | 0 | ||
FIAT CHRYSLER AUTOMOBILES N | SHS | N31738102 | 11,021 | 901,900 | SH | SOLE | 901,900 | 0 | 0 | ||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 844 | 4,200 | SH | SOLE | 4,200 | 0 | 0 | ||
IAC INTERACTIVECORP NEW | COM | 44891N109 | 430 | 3,594 | SH | SOLE | 3,594 | 0 | 0 | ||
INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 4,665 | 46,631 | SH | SOLE | 46,631 | 0 | 0 | ||
JACOBS ENGR GROUP INC | COM | 469814107 | 462 | 4,982 | SH | SOLE | 4,982 | 0 | 0 | ||
LIBERTY MEDIA CORP DEL | COM SER C FRMLA | 531229854 | 586 | 16,152 | SH | SOLE | 16,152 | 0 | 0 | ||
LINDE PLC | SHS | G5494J103 | 206 | 863 | SH | SOLE | 863 | 0 | 0 | ||
LOWES COS INC | COM | 548661107 | 216 | 1,300 | SH | SOLE | 1,300 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 3,077 | 9,099 | SH | SOLE | 9,099 | 0 | 0 | ||
MATCH GROUP INC NEW | COM | 57667L107 | 858 | 7,754 | SH | SOLE | 7,754 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 212 | 1,007 | SH | SOLE | 1,007 | 0 | 0 | ||
RYANAIR HOLDINGS PLC | SPONSORED ADS | 783513203 | 2,391 | 29,250 | SH | SOLE | 29,250 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 486 | 1,934 | SH | SOLE | 1,934 | 0 | 0 | ||
SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 415 | 1,303 | SH | SOLE | 1,303 | 0 | 0 | ||
SCHWAB CHARLES CORP | COM | 808513105 | 576 | 15,899 | SH | SOLE | 15,899 | 0 | 0 | ||
SPDR GOLD TR | GOLD SHS | 78463V107 | 412 | 2,328 | SH | SOLE | 2,328 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 403 | 1,204 | SH | SOLE | 1,204 | 0 | 0 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 4,636 | 57,185 | SH | SOLE | 57,185 | 0 | 0 | ||
THIRD PT REINS LTD | COM | G8827U100 | 348 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
THOR INDS INC | COM | 885160101 | 950 | 9,975 | SH | SOLE | 9,975 | 0 | 0 | ||
TJX COS INC NEW | COM | 872540109 | 1,837 | 33,004 | SH | SOLE | 33,004 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 4,744 | 15,215 | SH | SOLE | 15,215 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 411 | 2,055 | SH | SOLE | 2,055 | 0 | 0 | ||
WATERS CORP | COM | 941848103 | 540 | 2,758 | SH | SOLE | 2,758 | 0 | 0 | ||
WAYFAIR INC | CL A | 94419L101 | 409 | 1,404 | SH | SOLE | 1,404 | 0 | 0 | ||
WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | 676 | 2,458 | SH | SOLE | 2,458 | 0 | 0 | ||
YATRA ONLINE INC | ORD SHS | G98338109 | 75 | 100,000 | SH | SOLE | 100,000 | 0 | 0 |