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
ALPHABET INC CAP STK CL C 02079K107 7,276 4,951 SH   SOLE   4,951 0 0
ALPHABET INC CAP STK CL A 02079K305 1,766 1,205 SH   SOLE   1,205 0 0
AMAZON COM INC COM 023135106 579 184 SH   SOLE   184 0 0
APPLE INC COM 037833100 472 4,072 SH   SOLE   4,072 0 0
ARISTA NETWORKS INC COM 040413106 4,357 21,054 SH   SOLE   21,054 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 106,880 334 SH   SOLE   334 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,543 16,639 SH   SOLE   16,639 0 0
BOOKING HOLDINGS INC COM 09857L108 328 192 SH   SOLE   192 0 0
BROWN & BROWN INC COM 115236101 1,449 32,000 SH   SOLE   32,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 22,834 700,000 SH   SOLE   700,000 0 0
CARGURUS INC COM CL A 141788109 354 16,370 SH   SOLE   16,370 0 0
CARMAX INC COM 143130102 1,695 18,438 SH   SOLE   18,438 0 0
CREDIT ACCEP CORP MICH COM 225310101 4,998 14,759 SH   SOLE   14,759 0 0
DISNEY WALT CO COM DISNEY 254687106 523 4,218 SH   SOLE   4,218 0 0
FACEBOOK INC CL A 30303M102 8,500 32,455 SH   SOLE   32,455 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 11,021 901,900 SH   SOLE   901,900 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 844 4,200 SH   SOLE   4,200 0 0
IAC INTERACTIVECORP NEW COM 44891N109 430 3,594 SH   SOLE   3,594 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 4,665 46,631 SH   SOLE   46,631 0 0
JACOBS ENGR GROUP INC COM 469814107 462 4,982 SH   SOLE   4,982 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 586 16,152 SH   SOLE   16,152 0 0
LINDE PLC SHS G5494J103 206 863 SH   SOLE   863 0 0
LOWES COS INC COM 548661107 216 1,300 SH   SOLE   1,300 0 0
MASTERCARD INCORPORATED CL A 57636Q104 3,077 9,099 SH   SOLE   9,099 0 0
MATCH GROUP INC NEW COM 57667L107 858 7,754 SH   SOLE   7,754 0 0
MICROSOFT CORP COM 594918104 212 1,007 SH   SOLE   1,007 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 2,391 29,250 SH   SOLE   29,250 0 0
SALESFORCE COM INC COM 79466L302 486 1,934 SH   SOLE   1,934 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 415 1,303 SH   SOLE   1,303 0 0
SCHWAB CHARLES CORP COM 808513105 576 15,899 SH   SOLE   15,899 0 0
SPDR GOLD TR GOLD SHS 78463V107 412 2,328 SH   SOLE   2,328 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 403 1,204 SH   SOLE   1,204 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 4,636 57,185 SH   SOLE   57,185 0 0
THIRD PT REINS LTD COM G8827U100 348 50,000 SH   SOLE   50,000 0 0
THOR INDS INC COM 885160101 950 9,975 SH   SOLE   9,975 0 0
TJX COS INC NEW COM 872540109 1,837 33,004 SH   SOLE   33,004 0 0
UNITEDHEALTH GROUP INC COM 91324P102 4,744 15,215 SH   SOLE   15,215 0 0
VISA INC COM CL A 92826C839 411 2,055 SH   SOLE   2,055 0 0
WATERS CORP COM 941848103 540 2,758 SH   SOLE   2,758 0 0
WAYFAIR INC CL A 94419L101 409 1,404 SH   SOLE   1,404 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 676 2,458 SH   SOLE   2,458 0 0
YATRA ONLINE INC ORD SHS G98338109 75 100,000 SH   SOLE   100,000 0 0