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 |
| ALPHABET INC | CAP STK CL A | 02079K305 | 1,571 | 1,352 | SH | SOLE | 1,352 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 3,627 | 3,119 | SH | SOLE | 3,119 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 411 | 211 | SH | SOLE | 211 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 481 | 1,893 | SH | SOLE | 1,893 | 0 | 0 | ||
| ARISTA NETWORKS INC | COM | 040413106 | 1,932 | 9,539 | SH | SOLE | 9,539 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 90,848 | 334 | SH | SOLE | 334 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 2,913 | 15,931 | SH | SOLE | 15,931 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 277 | 206 | SH | SOLE | 206 | 0 | 0 | ||
| BROWN & BROWN INC | COM | 115236101 | 1,159 | 32,000 | SH | SOLE | 32,000 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 8,561 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| CARGURUS INC | COM CL A | 141788109 | 518 | 27,370 | SH | SOLE | 27,370 | 0 | 0 | ||
| CARMAX INC | COM | 143130102 | 1,113 | 20,680 | SH | SOLE | 20,680 | 0 | 0 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 1,713 | 6,700 | SH | SOLE | 6,700 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 542 | 19,000 | SH | SOLE | 19,000 | 0 | 0 | ||
| FACEBOOK INC CL A | CL A | 30303M102 | 2,100 | 12,588 | SH | SOLE | 12,588 | 0 | 0 | ||
| FIAT CHRYSLER AUTOMOBILES NV S | SHS | N31738102 | 6,485 | 901,900 | SH | SOLE | 901,900 | 0 | 0 | ||
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 649 | 4,200 | SH | SOLE | 4,200 | 0 | 0 | ||
| IAC INTERACTIVECORP | COM | 44919P508 | 644 | 3,594 | SH | SOLE | 3,594 | 0 | 0 | ||
| JACOBS ENGR GROUP INC | COM | 469814107 | 359 | 4,530 | SH | SOLE | 4,530 | 0 | 0 | ||
| JP MORGAN CHASE & CO. | COM | 46625H100 | 936 | 10,400 | SH | SOLE | 10,400 | 0 | 0 | ||
| LINDE PLC | SHS | G5494J103 | 249 | 1,437 | SH | SOLE | 1,437 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 2,160 | 8,940 | SH | SOLE | 8,940 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | 764 | 10,021 | SH | SOLE | 10,021 | 0 | 0 | ||
| RYANAIR HOLDINGS PLC | SPONSORED ADS | 783513203 | 1,553 | 29,250 | SH | SOLE | 29,250 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 278 | 1,934 | SH | SOLE | 1,934 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 352 | 1,303 | SH | SOLE | 1,303 | 0 | 0 | ||
| SCHWAB CHARLES CORP | COM | 808513105 | 484 | 14,391 | SH | SOLE | 14,391 | 0 | 0 | ||
| SPDR GOLD TR SHS | GOLD SHS | 78463V107 | 345 | 2,328 | SH | SOLE | 2,328 | 0 | 0 | ||
| STANDARD & POORS DEPOSITORY RE | TR UNIT | 78462F103 | 405 | 1,570 | SH | SOLE | 1,570 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 979 | 20,492 | SH | SOLE | 20,492 | 0 | 0 | ||
| THIRD POINT REINSURANCE LTD | COM | G8827U100 | 371 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| THOR INDS INC | COM | 885160101 | 421 | 9,975 | SH | SOLE | 9,975 | 0 | 0 | ||
| TJX COS INC NEW | COM | 872540109 | 1,578 | 33,004 | SH | SOLE | 33,004 | 0 | 0 | ||
| TRUPANION INC | COM | 898202106 | 1,486 | 57,100 | SH | SOLE | 57,100 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 1,561 | 6,261 | SH | SOLE | 6,261 | 0 | 0 | ||
| WATERS CORP | COM | 941848103 | 502 | 2,758 | SH | SOLE | 2,758 | 0 | 0 | ||
| WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | 419 | 2,751 | SH | SOLE | 2,751 | 0 | 0 | ||
| YATRA ONLINE INC | ORD SHS | G98338109 | 103 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||