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
Expires:Oct 31, 2018
Estimated average burden
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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
3M COCOM88579Y10115,29577,000SH SOLE 77,00000
3M COCOM88579Y10132,516163,700SH DFND1163,70000
ACCENTURE PLC IRELANSHS CLASS AG1151C10119,78067,100SH SOLE 67,10000
ACCENTURE PLC IRELANSHS CLASS AG1151C10127,20992,300SH DFND192,30000
ACTIVISION BLIZZARDCOM00507V1091721,800SH SOLE 1,80000
ACTIVISION BLIZZARDCOM00507V10929,042304,300SH DFND1304,30000
ALBEMARLE CORPCOM01265310112,80376,000SH DFND176,00000
ALLEGHANY CORP DELCOM0171751002,8874,328SH SOLE 4,32800
ALLSTATE CORPCOM0200021012612,000SH DFND12,00000
ALPHABET INCCAP STK CL A02079K3058,0583,300SH SOLE 3,30000
ALPHABET INCCAP STK CL A02079K30522,4649,200SH DFND19,20000
ALPHABET INCCAP STK CL C02079K107105,89042,249SH SOLE 42,24900
ALPHABET INCCAP STK CL C02079K107238,71295,244SH DFND195,24400
AMAZON COM INCCOM023135106114,90133,400SH SOLE 33,40000
AMAZON COM INCCOM023135106224,01665,118SH DFND165,11800
AMERICAN EXPRESS COCOM0258161091,65210,000SH SOLE 10,00000
AMERICAN EXPRESS COCOM02581610978,360474,250SH DFND1474,25000
AMERICAN TOWER CORPCOM03027X1002701,000SH SOLE 1,00000
AMERICAN TOWER CORPCOM03027X10013,75350,910SH DFND150,91000
ANALOG DEVICES INCCOM03265410535,046203,565SH SOLE 203,56500
ANALOG DEVICES INCCOM032654105118,420687,846SH DFND1687,84600
AON PLCSHS CL AG0403H10810,72044,900SH DFND144,90000
APOLLO GLOBAL MGMT ICOM CL A03768E1051,40022,500SH SOLE 22,50000
APOLLO GLOBAL MGMT ICOM CL A03768E10561,578990,000SH DFND1990,00000
APPLE INCCOM0378331006,60148,200SH SOLE 48,20000
APPLE INCCOM037833100157,5511,150,340SH DFND11,150,34000
ARCHER DANIELS MIDLACOM03948310235,996594,000SH SOLE 594,00000
ARCHER DANIELS MIDLACOM03948310252,680869,300SH DFND1869,30000
BALL CORPCOM0584981063,72746,000SH DFND146,00000
BANK NEW YORK MELLONCOM06405810018,328357,750SH DFND1357,75000
BERKLEY W R CORPCOM0844231022,01027,000SH DFND127,00000
BERKSHIRE HATHAWAY ICL A084670108276,695661SH SOLE 66100
BERKSHIRE HATHAWAY ICL A084670108189,626453SH DFND145300
BERKSHIRE HATHAWAY ICL B NEW084670702243,165874,947SH SOLE 874,94700
BERKSHIRE HATHAWAY ICL B NEW084670702182,600657,024SH DFND1657,02400
BLACKROCK INCCOM09247X10110,50012,000SH SOLE 12,00000
BLACKROCK INCCOM09247X101182,169208,200SH DFND1208,20000
BLACKSTONE GROUP INCCOM09260D1073,35134,500SH SOLE 34,50000
BLACKSTONE GROUP INCCOM09260D107116,0341,194,500SH DFND11,194,50000
BROOKFIELD ASSET MGMCL A LTD VT SH112585104182,4053,577,978SH SOLE 3,577,97800
BROOKFIELD ASSET MGMCL A LTD VT SH112585104261,9235,137,763SH DFND15,137,76300
BROOKFIELD ASSET MGMT REINSCL A EXCH LT VTGG161691071,28324,675SH SOLE 24,67500
BROOKFIELD ASSET MGMT REINSCL A EXCH LT VTGG161691071,84335,427SH DFND135,42700
BROWN FORMAN CORPCL A11563710034,728492,600SH SOLE 492,60000
BROWN FORMAN CORPCL A11563710024,703350,400SH DFND1350,40000
BROWN FORMAN CORPCL B11563720916,993226,750SH SOLE 226,75000
BROWN FORMAN CORPCL B11563720918,543247,437SH DFND1247,43700
CABLE ONE INCCOM12685J1059,9475,200SH DFND15,20000
CARLYLE GROUP INCCOM14316J1082,06844,500SH SOLE 44,50000
CARLYLE GROUP INCCOM14316J10854,8231,179,500SH DFND11,179,50000
CARRIER GLOBAL CORPOCOM14448C1042,65454,600SH SOLE 54,60000
CARRIER GLOBAL CORPOCOM14448C1048,233169,400SH DFND1169,40000
CATERPILLAR INCCOM1491231012,17610,000SH SOLE 10,00000
CATERPILLAR INCCOM14912310160,392277,500SH DFND1277,50000
CELANESE CORP DELCOM1508701037284,800SH DFND14,80000
CISCO SYS INCCOM17275R1027,844148,000SH SOLE 148,00000
CISCO SYS INCCOM17275R10210,282194,000SH DFND1194,00000
CITIGROUP INCCOM NEW172967424931,320SH SOLE 1,32000
CITIGROUP INCCOM NEW1729674241,39419,700SH DFND119,70000
COLFAX CORPCOM19401410649,7071,085,070SH SOLE 1,085,07000
COLFAX CORPCOM1940141062,29150,000SH DFND150,00000
COMCAST CORP NEWCL A20030N1015,873103,000SH SOLE 103,00000
COMCAST CORP NEWCL A20030N10124,249425,280SH DFND1425,28000
COSTCO WHSL CORP NEWCOM22160K1055,14413,000SH SOLE 13,00000
COSTCO WHSL CORP NEWCOM22160K10510,34726,150SH DFND126,15000
CROWN HLDGS INCCOM22836810611,856116,000SH DFND1116,00000
CVS HEALTH CORPCOM1266501001672,000SH SOLE 2,00000
CVS HEALTH CORPCOM12665010027,535330,000SH DFND1330,00000
D R HORTON INCCOM23331A10977850SH SOLE 85000
D R HORTON INCCOM23331A1091,18813,149SH DFND113,14900
DEERE & COCOM244199105266,578755,800SH DFND1755,80000
DIAGEO PLCSPON ADR NEW25243Q205141,525738,300SH SOLE 738,30000
DIAGEO PLCSPON ADR NEW25243Q205117,297611,908SH DFND1611,90800
DISNEY WALT COCOM254687106120,079683,158SH SOLE 683,15800
DISNEY WALT COCOM254687106207,5861,181,007SH DFND11,181,00700
EASTMAN CHEM COCOM2774321001,40112,000SH DFND112,00000
ECOLAB INCCOM2788651004,73723,000SH SOLE 23,00000
ECOLAB INCCOM27886510058,969286,300SH DFND1286,30000
EQUIFAX INCCOM29442910529,244122,100SH DFND1122,10000
FACEBOOK INCCL A30303M1026,47118,610SH SOLE 18,61000
FACEBOOK INCCL A30303M10244,922129,193SH DFND1129,19300
FACTSET RESH SYS INCCOM3030751057,71923,000SH SOLE 23,00000
FACTSET RESH SYS INCCOM30307510531,45393,720SH DFND193,72000
GENERAL DYNAMICS CORCOM3695501088,28344,000SH SOLE 44,00000
GENERAL DYNAMICS CORCOM36955010864,573343,000SH DFND1343,00000
GOLDMAN SACHS GROUPCOM38141G1046,77517,850SH SOLE 17,85000
GOLDMAN SACHS GROUPCOM38141G104123,731326,010SH DFND1326,01000
GRAHAM HLDGS COCOM CL B3846371043,2965,200SH DFND15,20000
HEALTHCARE SVCS GROUCOM42190610863120,000SH SOLE 20,00000
HEALTHCARE SVCS GROUCOM42190610825,224799,000SH DFND1799,00000
HEICO CORP NEWCL A4228062089567,702SH SOLE 7,70200
HEICO CORP NEWCL A42280620841,655335,442SH DFND1335,44200
HEXCEL CORP NEWCOM4282911082504,000SH SOLE 4,00000
HEXCEL CORP NEWCOM42829110811,544185,000SH DFND1185,00000
HOME DEPOT INCCOM43707610260,773190,577SH SOLE 190,57700
HOME DEPOT INCCOM437076102232,606729,423SH DFND1729,42300
IAC INTERACTIVECORPCOM44891N2083782,454SH DFND12,45400
ILLINOIS TOOL WKS INCOM45230810919,00385,000SH SOLE 85,00000
ILLINOIS TOOL WKS INCOM45230810954,213242,500SH DFND1242,50000
ILLUMINA INCCOM4523271091,8934,000SH DFND14,00000
INTERCONTINENTAL EXCCOM45866F1044894,120SH DFND14,12000
INTERNATIONAL FLAVORCOM4595061012,24115,000SH SOLE 15,00000
INTERNATIONAL FLAVORCOM45950610121,065141,000SH DFND1141,00000
INVESTORS TITLE CO NCOM46180410637,249213,300SH DFND1213,30000
JOHNSON & JOHNSONCOM47816010418,813114,200SH SOLE 114,20000
JOHNSON & JOHNSONCOM47816010481,810496,600SH DFND1496,60000
JPMORGAN CHASE & COCOM46625H10033,682216,550SH DFND1216,55000
KKR & CO INCCOM48251W1043,67362,000SH SOLE 62,00000
KKR & CO INCCOM48251W10479,7251,345,800SH DFND11,345,80000
LAMAR ADVERTISING COCL A5128161098888,500SH DFND18,50000
LENNAR CORPCL B5260573021,05913,000SH DFND113,00000
LIBERTY BROADBAND COCOM SER A5303071073,65821,750SH SOLE 21,75000
LIBERTY BROADBAND COCOM SER A53030710730,859183,500SH DFND1183,50000
LIBERTY BROADBAND COCOM SER C5303073057,09540,853SH SOLE 40,85300
LIBERTY BROADBAND COCOM SER C53030730522,795131,260SH DFND1131,26000
LIBERTY GLOBAL PLCSHS CL AG5480U104813,000SH SOLE 3,00000
LIBERTY GLOBAL PLCSHS CL AG5480U1044,780176,000SH DFND1176,00000
LIBERTY MEDIA CORP DCOM A SIRIUSXM5312294092,42252,000SH SOLE 52,00000
LIBERTY MEDIA CORP DCOM A SIRIUSXM53122940917,421374,000SH DFND1374,00000
LIBERTY MEDIA CORP DCOM C SIRIUSXM5312296076,216134,000SH SOLE 134,00000
LIBERTY MEDIA CORP DCOM C SIRIUSXM53122960717,999388,000SH DFND1388,00000
LINDE PLCSHSG5494J1031,7065,900SH SOLE 5,90000
LINDE PLCSHSG5494J10325,58588,500SH DFND188,50000
LOCKHEED MARTIN CORPCOM5398301091,0642,813SH DFND12,81300
LOWES COS INCCOM54866110749,850257,000SH SOLE 257,00000
LOWES COS INCCOM54866110764,394331,980SH DFND1331,98000
MACOM TECH SOLUTIONSCOM55405Y1003,78159,000SH DFND159,00000
MARSH & MCLENNAN COSCOM5717481022,46217,500SH SOLE 17,50000
MARSH & MCLENNAN COSCOM57174810283,283592,000SH DFND1592,00000
MARVELL TECHNOLOGY INCCOM5738741044,02569,000SH DFND169,00000
MASTERCARD INCORPORACL A57636Q10413,14336,000SH SOLE 36,00000
MASTERCARD INCORPORACL A57636Q10462,628171,540SH DFND1171,54000
MATCH GROUP INC NEWCOM57667L1075743,560SH DFND13,56000
MAXIM INTEGRATED PROCOM57772K1017,37570,000SH SOLE 70,00000
MAXIM INTEGRATED PROCOM57772K10119,176182,000SH DFND1182,00000
MICROCHIP TECHNOLOGYCOM5950171048,38556,000SH DFND156,00000
MICROSOFT CORPCOM59491810423,02785,000SH SOLE 85,00000
MICROSOFT CORPCOM594918104107,000394,980SH DFND1394,98000
MOHAWK INDS INCCOM6081901049615,000SH SOLE 5,00000
MOHAWK INDS INCCOM60819010441,513216,000SH DFND1216,00000
MOODYS CORPCOM61536910537,686104,000SH SOLE 104,00000
MOODYS CORPCOM61536910538,861107,240SH DFND1107,24000
MSCI INCCOM55354G1005331,000SH SOLE 1,00000
MSCI INCCOM55354G10072,499136,000SH DFND1136,00000
NETFLIX INCCOM64110L106227430SH DFND143000
NIKE INCCL B65410610312,66882,000SH SOLE 82,00000
NIKE INCCL B65410610343,875284,000SH DFND1284,00000
NORFOLK SOUTHN CORPCOM65584410819,37573,000SH SOLE 73,00000
NORFOLK SOUTHN CORPCOM65584410841,537156,500SH DFND1156,50000
NOVO-NORDISK A SADR67010020543,979525,000SH SOLE 525,00000
NOVO-NORDISK A SADR67010020546,074550,000SH DFND1550,00000
NVR INCCOM62944T105497100SH SOLE 10000
NVR INCCOM62944T10546,9439,439SH DFND19,43900
O-I GLASS INCCOM67098H1041,960120,000SH DFND1120,00000
OTIS WORLDWIDE CORPCOM68902V1072,23227,300SH SOLE 27,30000
OTIS WORLDWIDE CORPCOM68902V1077,14087,320SH DFND187,32000
PAYCHEX INCCOM7043261077,51170,000SH SOLE 70,00000
PAYCHEX INCCOM7043261078,58480,000SH DFND180,00000
PAYPAL HLDGS INCCOM70450Y1035331,830SH DFND11,83000
PEPSICO INCCOM71344810814,25596,210SH DFND196,21000
PHILIP MORRIS INTL ICOM71817210911,348114,500SH DFND1114,50000
PRICE T ROWE GROUP ICOM74144T1086,33532,000SH SOLE 32,00000
PRICE T ROWE GROUP ICOM74144T10855,828282,000SH DFND1282,00000
PROGRESSIVE CORPCOM7433151035,89360,000SH SOLE 60,00000
PROGRESSIVE CORPCOM74331510362,196633,300SH DFND1633,30000
RAYTHEON TECHNOLOGIECOM75513E1014,65854,600SH SOLE 54,60000
RAYTHEON TECHNOLOGIECOM75513E10114,452169,400SH DFND1169,40000
REGENERON PHARMACEUTCOM75886F10737,31066,800SH DFND166,80000
RLI CORPCOM74960710739,430377,000SH SOLE 377,00000
RLI CORPCOM74960710785,792820,272SH DFND1820,27200
ROCKWELL AUTOMATIONCOM7739031092,2607,900SH SOLE 7,90000
ROCKWELL AUTOMATIONCOM77390310938,384134,200SH DFND1134,20000
ROLLINS INCCOM7757111041,88054,975SH SOLE 54,97500
ROLLINS INCCOM77571110440,6401,188,300SH DFND11,188,30000
ROPER TECHNOLOGIES ICOM776696106386820SH DFND182000
S&P GLOBAL INCCOM78409V1044101,000SH SOLE 1,00000
S&P GLOBAL INCCOM78409V10460,558147,540SH DFND1147,54000
SALESFORCE COM INCCOM79466L3024281,753SH DFND11,75300
SCHWAB CHARLES CORPCOM8085131058,956123,000SH SOLE 123,00000
SCHWAB CHARLES CORPCOM80851310570,793972,300SH DFND1972,30000
SEI INVTS COCOM7841171033,65659,000SH SOLE 59,00000
SEI INVTS COCOM78411710322,817368,200SH DFND1368,20000
SHAKE SHACK INCCL A8190471013213,000SH SOLE 3,00000
SHAKE SHACK INCCL A8190471012,95427,600SH DFND127,60000
SHERWIN WILLIAMS COCOM82434810625,65794,172SH DFND194,17200
STARBUCKS CORPCOM8552441094,52840,500SH SOLE 40,50000
STARBUCKS CORPCOM85524410954,543487,818SH DFND1487,81800
STERICYCLE INCCOM8589121081,78925,000SH SOLE 25,00000
STERICYCLE INCCOM85891210840,690568,700SH DFND1568,70000
TEXAS INSTRS INCCOM88250810433,845176,000SH SOLE 176,00000
TEXAS INSTRS INCCOM882508104105,380548,000SH DFND1548,00000
TEXAS PACIFIC LAND CCOM88262P1027,1994,500SH DFND14,50000
TRANSUNIONCOM89400J1073293,000SH SOLE 3,00000
TRANSUNIONCOM89400J10710,04891,500SH DFND191,50000
TRUPANION INCCOM8982021065765,000SH SOLE 5,00000
TRUPANION INCCOM89820210614,779128,400SH DFND1128,40000
TWITTER INCCOM90184L10272310,500SH DFND110,50000
TYSON FOODS INCCL A9024941033695,000SH SOLE 5,00000
TYSON FOODS INCCL A90249410327,402371,500SH DFND1371,50000
UNION PAC CORPCOM9078181082,44111,100SH SOLE 11,10000
UNION PAC CORPCOM90781810816,42474,678SH DFND174,67800
VERISK ANALYTICS INCCOM92345Y1061751,000SH SOLE 1,00000
VERISK ANALYTICS INCCOM92345Y10612,75573,000SH DFND173,00000
VISA INCCOM CL A92826C83943,514186,100SH SOLE 186,10000
VISA INCCOM CL A92826C839180,495771,940SH DFND1771,94000
WATSCO INCCOM9426222007,76827,100SH SOLE 27,10000
WATSCO INCCOM942622200108,751379,400SH DFND1379,40000
WELLS FARGO CO NEWCOM9497461011,44932,000SH SOLE 32,00000
WELLS FARGO CO NEWCOM9497461017,403163,450SH DFND1163,45000
WHIRLPOOL CORPCOM9633201061,1405,230SH SOLE 5,23000
WHIRLPOOL CORPCOM96332010659,218271,619SH DFND1271,61900
WIX COM LTDSHSM980681053481,200SH DFND11,20000