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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 366 1,616 SH   SOLE   1,616 0 0
ALPHABET INC CAP STK CL C 02079K107 11,603 5,609 SH   SOLE   5,609 0 0
ALPHABET INC CAP STK CL A 02079K305 4,674 2,266 SH   SOLE   2,266 0 0
AMAZON COM INC COM 023135106 718 232 SH   SOLE   232 0 0
ANTHEM INC COM 036752103 5,012 13,962 SH   SOLE   13,962 0 0
APPLE INC COM 037833100 707 5,792 SH   SOLE   5,792 0 0
ARISTA NETWORKS INC COM 040413106 10,465 34,665 SH   SOLE   34,665 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,295 12,896 SH   SOLE   12,896 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 128,824 334 SH   SOLE   334 0 0
BOOKING HOLDINGS INC COM 09857L108 447 192 SH   SOLE   192 0 0
BROWN & BROWN INC COM 115236101 1,463 32,000 SH   SOLE   32,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 32,459 700,000 SH   SOLE   700,000 0 0
CARMAX INC COM 143130102 2,594 19,551 SH   SOLE   19,551 0 0
CREDIT ACCEP CORP MICH COM 225310101 13,864 38,487 SH   SOLE   38,487 0 0
EQUITABLE HLDGS INC COM 29452E101 6,524 200,000 SH   SOLE   200,000 0 0
FACEBOOK INC CL A 30303M102 14,253 48,391 SH   SOLE   48,391 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 719 2,200 SH   SOLE   2,200 0 0
IAC INTERACTIVECORP NEW COM 44891N109 777 3,594 SH   SOLE   3,594 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 11,569 103,592 SH   SOLE   103,592 0 0
LENNAR CORP CL A 526057104 223 2,203 SH   SOLE   2,203 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 699 16,152 SH   SOLE   16,152 0 0
LINDE PLC SHS G5494J103 242 863 SH   SOLE   863 0 0
LOWES COS INC COM 548661107 247 1,300 SH   SOLE   1,300 0 0
MASTERCARD INCORPORATED CL A 57636Q104 2,388 6,707 SH   SOLE   6,707 0 0
MATCH GROUP INC NEW COM 57667L107 1,065 7,754 SH   SOLE   7,754 0 0
MICROSOFT CORP COM 594918104 237 1,007 SH   SOLE   1,007 0 0
NETFLIX INC COM 64110L106 3,658 7,013 SH   SOLE   7,013 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 3,364 29,250 SH   SOLE   29,250 0 0
SALESFORCE COM INC COM 79466L302 410 1,934 SH   SOLE   1,934 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 362 1,303 SH   SOLE   1,303 0 0
SCHWAB CHARLES CORP COM 808513105 710 10,899 SH   SOLE   10,899 0 0
SENDAS DISTRIBUIDORA S A SPON ADS 81689T104 780 60,000 SH   SOLE   60,000 0 0
SPDR GOLD TR GOLD SHS 78463V107 500 3,128 SH   SOLE   3,128 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 517 1,304 SH   SOLE   1,304 0 0
STELLANTIS N.V SHS N82405106 16,045 901,900 SH   SOLE   901,900 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 10,914 92,272 SH   SOLE   92,272 0 0
THOR INDS INC COM 885160101 1,344 9,975 SH   SOLE   9,975 0 0
TJX COS INC NEW COM 872540109 2,183 33,004 SH   SOLE   33,004 0 0
UNITEDHEALTH GROUP INC COM 91324P102 11,220 30,156 SH   SOLE   30,156 0 0
US BANCORP DEL COM NEW 902973304 277 5,000 SH   SOLE   5,000 0 0
WATERS CORP COM 941848103 784 2,758 SH   SOLE   2,758 0 0
WAYFAIR INC CL A 94419L101 402 1,277 SH   SOLE   1,277 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 673 2,387 SH   SOLE   2,387 0 0
YATRA ONLINE INC ORD SHS G98338109 233 100,000 SH   SOLE   100,000 0 0