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
ALPHABET INC CAP STK CL A 02079K305 16,063 14,835 SH   SOLE   14,835 0 0
ALTRIA GROUP INC COM 02209S103 3,784 79,910 SH   SOLE   79,910 0 0
AMAZON COM INC COM 023135106 26,479 13,983 SH   SOLE   13,983 0 0
ANTHEM INC COM 036752103 16,933 60,000 SH   SOLE   60,000 0 0
APPLE INC COM 037833100 18,703 94,500 SH   SOLE   94,500 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 35,821 168,040 SH   SOLE   168,040 0 0
BLACK KNIGHT INC COM 09215C105 1,203 20,000 SH   SOLE   20,000 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 8,440 190,000 SH   SOLE   190,000 0 0
BOOKING HLDGS INC COM 09857L108 10,311 5,500 SH   SOLE   5,500 0 0
CANADIAN NATL RY CO COM 136375102 9,156 99,000 SH   SOLE   99,000 0 0
CME GROUP INC COM 12572Q105 1,242 6,400 SH   SOLE   6,400 0 0
COMCAST CORP NEW CL A 20030N101 12,515 296,000 SH   SOLE   296,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 1,753 8,900 SH   SOLE   8,900 0 0
COUPA SOFTWARE INC COM 22266L106 443 3,500 SH   SOLE   3,500 0 0
DISNEY WALT CO COM DISNEY 254687106 14,173 101,500 SH   SOLE   101,500 0 0
EHEALTH INC COM 28238P109 3,763 43,700 SH   SOLE   43,700 0 0
EQUINIX INC COM 29444U700 15,028 29,800 SH   SOLE   29,800 0 0
EVERBRIDGE INC COM 29978A104 402 4,500 SH   SOLE   4,500 0 0
FACEBOOK INC CL A 30303M102 12,719 65,900 SH   SOLE   65,900 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 1,632 40,500 SH   SOLE   40,500 0 0
FISERV INC COM 337738108 23,610 259,000 SH   SOLE   259,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 6,600 23,500 SH   SOLE   23,500 0 0
GCI LIBERTY INC COM CLASS A 36164V305 1,352 22,000 SH   SOLE   22,000 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 8,567 84,500 SH   SOLE   84,500 0 0
HCA HEALTHCARE INC COM 40412C101 9,732 72,000 SH   SOLE   72,000 0 0
HINGHAM INSTN SVGS MASS COM 433323102 886 4,477 SH   SOLE   4,477 0 0
IAC INTERACTIVECORP COM 44919P508 1,914 8,800 SH   SOLE   8,800 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 15,008 144,000 SH   SOLE   144,000 0 0
LIBERTY MEDIA CORP DELAWARE COM A BRAVES GRP 531229706 264 9,500 SH   SOLE   9,500 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 855 22,600 SH   SOLE   22,600 0 0
LIBERTY MEDIA CORP DELAWARE COM C BRAVES GRP 531229888 3,314 118,500 SH   SOLE   118,500 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 10,334 272,100 SH   SOLE   272,100 0 0
LIBERTY MEDIA CORP DELAWARE COM SER A FRMLA 531229870 610 17,000 SH   SOLE   17,000 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 6,472 173,000 SH   SOLE   173,000 0 0
LOCKHEED MARTIN CORP COM 539830109 19,086 52,500 SH   SOLE   52,500 0 0
LOWES COS INC COM 548661107 12,614 125,000 SH   SOLE   125,000 0 0
MARKEL CORP COM 570535104 9,145 8,393 SH   SOLE   8,393 0 0
MASTERCARD INC CL A 57636Q104 19,057 72,040 SH   SOLE   72,040 0 0
MICROSOFT CORP COM 594918104 15,941 119,000 SH   SOLE   119,000 0 0
NEWMARKET CORP COM 651587107 11,748 29,301 SH   SOLE   29,301 0 0
NVR INC COM 62944T105 12,692 3,766 SH   SOLE   3,766 0 0
OKTA INC CL A 679295105 3,718 30,100 SH   SOLE   30,100 0 0
PALO ALTO NETWORKS INC COM 697435105 8,965 44,000 SH   SOLE   44,000 0 0
PAYPAL HLDGS INC COM 70450Y103 1,259 11,000 SH   SOLE   11,000 0 0
PFIZER INC COM 717081103 13,674 315,650 SH   SOLE   315,650 0 0
SERVICENOW INC COM 81762P102 6,315 23,000 SH   SOLE   23,000 0 0
SILK ROAD MEDICAL INC COM 82710M100 3,203 66,100 SH   SOLE   66,100 0 0
SLACK TECHNOLOGIES INC COM CL A 83088V102 1,616 43,100 SH   SOLE   43,100 0 0
THE TRADE DESK INC COM CL A 88339J105 911 4,000 SH   SOLE   4,000 0 0
TRANSUNION COM 89400J107 5,918 80,500 SH   SOLE   80,500 0 0
TWILIO INC CL A 90138F102 7,063 51,800 SH   SOLE   51,800 0 0
UNION PACIFIC CORP COM 907818108 13,529 80,000 SH   SOLE   80,000 0 0
VAIL RESORTS INC COM 91879Q109 5,133 23,000 SH   SOLE   23,000 0 0
VISA INC COM CL A 92826C839 17,626 101,560 SH   SOLE   101,560 0 0
WELLS FARGO CO NEW COM 949746101 11,925 252,000 SH   SOLE   252,000 0 0
ZENDESK INC COM 98936J101 401 4,500 SH   SOLE   4,500 0 0
ZSCALER INC COM 98980G102 2,721 35,500 SH   SOLE   35,500 0 0