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 | 0 | 1 | SH | SOLE | 1 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 13,895 | 4,039 | SH | SOLE | 4,039 | 0 | 0 | ||
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524a108 | 18,522 | 257,214 | SH | SOLE | 257,214 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 198 | 1,448 | SH | SOLE | 1,448 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 24,431 | 83,698 | SH | SOLE | 83,698 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 14,717 | 52,955 | SH | SOLE | 52,955 | 0 | 0 | ||
| C H ROBINSON WORLDWIDE INC | COM NEW | 12541w209 | 178 | 1,900 | SH | SOLE | 1,900 | 0 | 0 | ||
| CARMAX INC | COM | 143130102 | 212 | 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 | 41,315 | 57,266 | SH | SOLE | 57,266 | 0 | 0 | ||
| COSTAR GROUP INC | COM | 22160n109 | 157 | 1,900 | SH | SOLE | 1,900 | 0 | 0 | ||
| COSTCO WHSL CORP NEW | COM | 22160k105 | 150 | 380 | SH | SOLE | 380 | 0 | 0 | ||
| DISCOVERY INC | COM SER C | 25470f302 | 18,593 | 641,589 | SH | SOLE | 641,589 | 0 | 0 | ||
| ETSY INC | COM | 29786a106 | 12,588 | 61,156 | SH | SOLE | 61,156 | 0 | 0 | ||
| FACTSET RESH SYS INC | COM | 303075105 | 176 | 525 | SH | SOLE | 525 | 0 | 0 | ||
| FRP HLDGS INC | COM | 30292l107 | 6 | 100 | SH | SOLE | 100 | 0 | 0 | ||
| LAM RESEARCH CORP | COM | 512807108 | 26,983 | 41,468 | SH | SOLE | 41,468 | 0 | 0 | ||
| LANDSTAR SYS INC | COM | 515098101 | 205 | 1,300 | SH | SOLE | 1,300 | 0 | 0 | ||
| MARKEL CORP | COM | 570535104 | 13,310 | 11,216 | SH | SOLE | 11,216 | 0 | 0 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 38,957 | 285,358 | SH | SOLE | 285,358 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 41,834 | 154,426 | SH | SOLE | 154,426 | 0 | 0 | ||
| PATRIOT TRANSN HLDG INC | COM | 70338w105 | 500 | 44,205 | SH | SOLE | 44,205 | 0 | 0 | ||
| PROGRESSIVE CORP | COM | 743315103 | 40,116 | 408,476 | SH | SOLE | 408,476 | 0 | 0 | ||
| RAVEN INDS INC | COM | 754212108 | 14,918 | 257,866 | SH | SOLE | 257,866 | 0 | 0 | ||
| RITCHIE BROS AUCTIONEERS | COM | 767744105 | 7,887 | 133,052 | SH | SOLE | 133,052 | 0 | 0 | ||
| ROPER TECHNOLOGIES INC | COM | 776696106 | 11,190 | 23,799 | SH | SOLE | 23,799 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462f103 | 74 | 174 | SH | SOLE | 174 | 0 | 0 | ||
| STURM RUGER & CO INC | COM | 864159108 | 234 | 2,600 | SH | SOLE | 2,600 | 0 | 0 | ||