The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ALLISON TRANSMISSION HLDGS INC COM 01973R101 97,718 3,407,186 SH   SOLE   3,407,186 0 0
AXALTA COATING SYSTEMS LTD COM G0750C108 93,617 3,311,526 SH   SOLE   3,311,526 0 0
BANK OF AMERICA CORPORATION CO COM 060505104 180 11,525 SH   SOLE   11,525 0 0
BERKSHIRE HATHAWAY INC DEL CL COM 084670108 84,758 392 SH   SOLE   392 0 0
BERKSHIRE HATHAWAY INC DEL CL COM 084670702 60,566 419,227 SH   SOLE   419,227 0 0
BLACKHAWK NETWORK HOLDINGS INC COM 09238E104 7,772 257,600 SH   SOLE   257,600 0 0
CHEVRON CORP NEW COM COM 166764100 353 3,425 SH   SOLE   3,425 0 0
COCA COLA CO COM COM 191216100 7,927 187,300 SH   SOLE   187,300 0 0
COMCAST CORP NEW CL A COM 20030N101 73,897 1,113,911 SH   SOLE   1,113,911 0 0
DOLBY LABORATORIES INC COM COM 25659T107 36,608 674,302 SH   SOLE   674,302 0 0
DOLLAR GENERAL CORPORATION COM 256677105 80,663 1,152,492 SH   SOLE   1,152,492 0 0
EVERBANK FINL CORP COM COM 29977G102 70,291 3,630,753 SH   SOLE   3,630,753 0 0
EXACT SCIENCES CORP COM COM 30063P105 2,136 115,000 SH   SOLE   115,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 72,860 1,033,031 SH   SOLE   1,033,031 0 0
EXXON MOBIL CORP COM COM 30231G102 348 3,985 SH   SOLE   3,985 0 0
GENERAC HOLDING INC COM 368736104 864 23,800 SH   SOLE   23,800 0 0
HEXCEL CORPORATION COM 428291108 93,461 2,109,731 SH   SOLE   2,109,731 0 0
LABORATORY CORP AMER HLDGS COM COM 50540R409 48,601 353,514 SH   SOLE   353,514 0 0
MID-AMER APT CMNTYS INC COM COM 59522J103 228 2,421 SH   SOLE   2,421 0 0
PARTY CITY HOLDCO INC COM 702149105 907 53,000 SH   SOLE   53,000 0 0
PRICELINE GROUP INC COM 741503403 91,990 62,515 SH   SOLE   62,515 0 0
RBC BEARINGS INCORPORATED COM 75524B104 765 10,000 SH   SOLE   10,000 0 0
SALLY BEAUTY HOLDINGS INC COM 79546E104 37,396 1,456,246 SH   SOLE   1,456,246 0 0
SIEM INDS INC COM COM G81226105 2,266 41,200 SH   SOLE   41,200 0 0
TEMPUR SEALY INTL INC COM COM 88023U101 84,737 1,493,418 SH   SOLE   1,493,418 0 0
THOR INDS INC COM COM 885160101 308 3,636 SH   SOLE   3,636 0 0
TORTOISE MLP FD INC COM 89148B101 560 28,000 SH   SOLE   28,000 0 0
US BANCORP DEL COM NEW COM 902973304 695 16,200 SH   SOLE   16,200 0 0
WELLS FARGO & CO NEW COM COM 949746101 693 15,654 SH   SOLE   15,654 0 0
WORLD FUEL SVCS CORP COM COM 981475106 40,297 871,104 SH   SOLE   871,104 0 0