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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   39,369,914 110,385 SH   SOLE   110,385 0 0
BIO RAD LABS INC CL A 090572207   43,559,153 134,904 SH   SOLE   134,904 0 0
BOYD GAMING CORP COM 103304101   29,512,350 471,368 SH   SOLE   471,368 0 0
CANNAE HLDGS INC COM 13765N107   48,913,228 2,507,085 SH   SOLE   2,507,085 0 0
CENTENE CORP DEL COM 15135B101   13,958,901 188,100 SH   SOLE   188,100 0 0
CHURCHILL DOWNS INC COM 171484108   79,341,943 588,023 SH   SOLE   588,023 0 0
COPART INC COM 217204106   25,871,265 527,985 SH   SOLE   527,985 0 0
EBAY INC. COM 278642103   27,431,789 628,881 SH   SOLE   628,881 0 0
EVERCORE INC CLASS A 29977A105   26,574,328 155,360 SH   SOLE   155,360 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   49,666,537 826,811 SH   SOLE   826,811 0 0
FISERV INC COM 337738108   45,964,234 346,012 SH   SOLE   346,012 0 0
FTI CONSULTING INC COM 302941109   30,521,530 153,259 SH   SOLE   153,259 0 0
GENTEX CORP COM 371901109   28,073,883 859,580 SH   SOLE   859,580 0 0
HERSHEY CO COM 427866108   19,524,929 104,725 SH   SOLE   104,725 0 0
ICU MED INC COM 44930G107   8,489,071 85,112 SH   SOLE   85,112 0 0
LAUREATE EDUCATION INC COMMON STOCK 518613203   22,775,614 1,661,241 SH   SOLE   1,661,241 0 0
MANNKIND CORP COM NEW 56400P706   39,426,260 10,831,390 SH   SOLE   10,831,390 0 0
MARTIN MARIETTA MATLS INC COM 573284106   66,423,381 133,137 SH   SOLE   133,137 0 0
MASTERCARD INCORPORATED CL A 57636Q104   46,789,427 109,703 SH   SOLE   109,703 0 0
MSC INDL DIRECT INC CL A 553530106   45,514,547 449,482 SH   SOLE   449,482 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   15,011,264 15,800 SH   SOLE   15,800 0 0
PAYPAL HLDGS INC COM 70450Y103   12,865,211 209,497 SH   SOLE   209,497 0 0
PRICESMART INC COM 741511109   23,402,455 308,821 SH   SOLE   308,821 0 0
PRIMO WATER CORPORATION COM 74167P108   42,912,968 2,851,360 SH   SOLE   2,851,360 0 0
RB GLOBAL INC COM 74935Q107   26,965,968 403,139 SH   SOLE   403,139 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   26,789,858 121,833 SH   SOLE   121,833 0 0
VALMONT INDS INC COM 920253101   21,933,361 93,929 SH   SOLE   93,929 0 0
WEBSTER FINL CORP COM 947890109   27,249,897 536,838 SH   SOLE   536,838 0 0