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
ALLIANCE DATA SYSTEMS CORP Common Stock 018581108 15,259 69,358 SH   SOLE   65,127 0 4,231
AUTONATION INC Common Stock 05329W102 6,469 138,588 SH   SOLE   130,133 0 8,455
SMITH (A.O.) CORP Common Stock 831865209 7,599 99,587 SH   SOLE   93,511 0 6,076
AUTOZONE INC Common Stock 053332102 12,268 15,399 SH   SOLE   14,460 0 939
BERKSHIRE HATHAWAY INC-CL A Common Stock -Class A 084670108 213 1 SH   SOLE   1 0 0
CROWN MEDIA HOLDINGS-CLASS A Common Stock -Class A 228411104 2,315 455,669 SH   SOLE   427,870 0 27,799
WALT DISNEY CO/THE Common Stock 254687106 2,627 26,455 SH   SOLE   24,841 0 1,614
FLEETCOR TECHNOLOGIES INC Common Stock 339041105 8,791 59,097 SH   SOLE   55,492 0 3,605
HELEN OF TROY LTD Common Stock 4388N106 8,385 80,870 SH   SOLE   75,936 0 4,934
MCKESSON CORP Common Stock 58155Q103 18,231 115,939 SH   SOLE   108,866 0 7,073
MADISON SQUARE GARDEN CO- A Common Stock -A 55825T103 4,382 26,339 SH   SOLE   24,733 0 1,606
PATRICK INDUSTRIES INC Common Stock 703343103 10,494 231,206 SH   SOLE   217,100 0 14,106
EPLUS INC Common Stock 294268107 5,831 72,431 SH   SOLE   68,012 0 4,419
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 336 7,500 SH   OTR 1 0 0 7,500
SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 365 5,900 SH   OTR 1 0 0 5,900