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 239 1,616 SH   SOLE   1,616 0 0
ALPHABET INC CAP STK CL C 02079K107 18,812 7,058 SH   SOLE   7,058 0 0
ALPHABET INC CAP STK CL A 02079K305 6,058 2,266 SH   SOLE   2,266 0 0
AMAZON COM INC COM 023135106 762 232 SH   SOLE   232 0 0
ANTHEM INC COM 036752103 9,951 26,693 SH   SOLE   26,693 0 0
APPLE INC COM 037833100 820 5,792 SH   SOLE   5,792 0 0
ARISTA NETWORKS INC COM 040413106 4,605 13,402 SH   SOLE   13,402 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,520 12,896 SH   SOLE   12,896 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 137,401 334 SH   SOLE   334 0 0
BOOKING HOLDINGS INC COM 09857L108 456 192 SH   SOLE   192 0 0
BROWN & BROWN INC COM 115236101 1,774 32,000 SH   SOLE   32,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 36,218 700,000 SH   SOLE   700,000 0 0
CARMAX INC COM 143130102 2,562 20,021 SH   SOLE   20,021 0 0
CONTEXTLOGIC INC COM CL A 21077C107 152 27,771 SH   SOLE   27,771 0 0
CREDIT ACCEP CORP MICH COM 225310101 17,169 29,334 SH   SOLE   29,334 0 0
EQUITABLE HLDGS INC COM 29452E101 5,928 200,000 SH   SOLE   200,000 0 0
FACEBOOK INC CL A 30303M102 24,495 72,173 SH   SOLE   72,173 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 832 2,200 SH   SOLE   2,200 0 0
IAC INTERACTIVECORP NEW COM NEW 44891N208 468 3,594 SH   SOLE   3,594 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 14,803 128,926 SH   SOLE   128,926 0 0
LENNAR CORP CL A 526057104 206 2,203 SH   SOLE   2,203 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 830 16,152 SH   SOLE   16,152 0 0
LINDE PLC SHS G5494J103 253 863 SH   SOLE   863 0 0
LOWES COS INC COM 548661107 264 1,300 SH   SOLE   1,300 0 0
MASTERCARD INCORPORATED CL A 57636Q104 2,104 6,051 SH   SOLE   6,051 0 0
MATCH GROUP INC NEW COM 57667L107 1,217 7,754 SH   SOLE   7,754 0 0
MICROSOFT CORP COM 594918104 284 1,007 SH   SOLE   1,007 0 0
NETFLIX INC COM 64110L106 5,762 9,441 SH   SOLE   9,441 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103 9,180 447,127 SH   SOLE   447,127 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 3,219 29,250 SH   SOLE   29,250 0 0
SALESFORCE COM INC COM 79466L302 525 1,934 SH   SOLE   1,934 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 431 1,303 SH   SOLE   1,303 0 0
SCHWAB CHARLES CORP COM 808513105 794 10,899 SH   SOLE   10,899 0 0
SENDAS DISTRIBUIDORA S A SPON ADS 81689T104 1,220 70,000 SH   SOLE   70,000 0 0
SPDR GOLD TR GOLD SHS 78463V107 514 3,128 SH   SOLE   3,128 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 560 1,304 SH   SOLE   1,304 0 0
STELLANTIS N.V SHS N82405106 17,226 901,900 SH   SOLE   901,900 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 17,692 158,459 SH   SOLE   158,459 0 0
THOR INDS INC COM 885160101 1,250 10,180 SH   SOLE   10,180 0 0
TJX COS INC NEW COM 872540109 2,178 33,004 SH   SOLE   33,004 0 0
UNITEDHEALTH GROUP INC COM 91324P102 17,768 45,472 SH   SOLE   45,472 0 0
URBAN OUTFITTERS INC COM 917047102 1,633 55,000 SH   SOLE   55,000 0 0
US BANCORP DEL COM NEW 902973304 297 5,000 SH   SOLE   5,000 0 0
VIPSHOP HOLDINGS LIMITED SPONSORED ADS A 92763W103 1,560 140,000 SH   SOLE   140,000 0 0
WATERS CORP COM 941848103 985 2,758 SH   SOLE   2,758 0 0
WAYFAIR INC CL A 94419L101 278 1,087 SH   SOLE   1,087 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 994 2,341 SH   SOLE   2,341 0 0
YATRA ONLINE INC ORD SHS G98338109 202 100,000 SH   SOLE   100,000 0 0