The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ACTIVISION BLIZZARD INC | COM | 00507v109 | 8 | 84 | SH | SOLE | 84 | 0 | 0 | ||
| AMAZON.COM INC | COM | 023135106 | 12,764 | 3,919 | SH | SOLE | 3,919 | 0 | 0 | ||
| ANHEUSER-BUSCH INBEV SA/NV | SPONSORED ADR | 03524a108 | 17,228 | 246,429 | SH | SOLE | 246,429 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 192 | 1,448 | SH | SOLE | 1,448 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 35,426 | 116,021 | SH | SOLE | 116,021 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 21,042 | 90,748 | SH | SOLE | 90,748 | 0 | 0 | ||
| C.H. ROBINSON WORLDWIDE INC | COM NEW | 12541w209 | 178 | 1,900 | SH | SOLE | 1,900 | 0 | 0 | ||
| CARMAX INC | COM | 143130102 | 155 | 1,640 | SH | SOLE | 1,640 | 0 | 0 | ||
| CENTENE CORP DEL | COM | 15135b101 | 1 | 16 | SH | SOLE | 16 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119p108 | 29,230 | 44,184 | SH | SOLE | 44,184 | 0 | 0 | ||
| COSTAR GROUP INC | COM | 22160n109 | 176 | 190 | SH | SOLE | 190 | 0 | 0 | ||
| COSTCO WHSL CORP NEW | COM | 22160k105 | 143 | 380 | SH | SOLE | 380 | 0 | 0 | ||
| FACTSET RESH SYS INC | COM | 303075105 | 175 | 525 | SH | SOLE | 525 | 0 | 0 | ||
| FRP HLDGS INC | COM | 30292l107 | 2,116 | 46,460 | SH | SOLE | 46,460 | 0 | 0 | ||
| LAM RESEARCH CORP | COM | 512807108 | 19,127 | 40,500 | SH | SOLE | 40,500 | 0 | 0 | ||
| LANDSTAR SYS INC | COM | 515098101 | 175 | 1,300 | SH | SOLE | 1,300 | 0 | 0 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 37,766 | 286,283 | SH | SOLE | 286,283 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 35,696 | 160,488 | SH | SOLE | 160,488 | 0 | 0 | ||
| PATRIOT TRANSN HLDG INC COM | COM | 70338w105 | 388 | 44,205 | SH | SOLE | 44,205 | 0 | 0 | ||
| PROGRESSIVE CORP | COM | 743315103 | 38,566 | 390,029 | SH | SOLE | 390,029 | 0 | 0 | ||
| RAVEN INDS INC | COM | 754212108 | 20,736 | 626,657 | SH | SOLE | 626,657 | 0 | 0 | ||
| RITCHIE BROS AUCTIONEERS | COM | 767744105 | 8,727 | 125,478 | SH | SOLE | 125,478 | 0 | 0 | ||
| ROPER TECHNOLOGIES INC | COM | 776696106 | 9,861 | 22,875 | SH | SOLE | 22,875 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462f103 | 65 | 174 | SH | SOLE | 174 | 0 | 0 | ||
| STURM RUGER & CO | COM | 864159108 | 169 | 2,600 | SH | SOLE | 2,600 | 0 | 0 | ||