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
Agnico Eagle Common Stock 268648102 242 7,075 SH   SOLE   7,075 0 0
ASML Holdings Common Stock N07059202 6,549 34,830 SH   SOLE   34,830 0 0
Berkshire Hathaway Inc CL A Common Stock 084670108 2,240 7 SH   SOLE   7 0 0
Berkshire Hathaway Hld B Common Stock 084670702 34,345 160,407 SH   SOLE   160,407 0 0
Blackstone Group LP Common Stock 09253U108 8,779 230,530 SH   SOLE   230,530 0 0
CAE Inc Common Stock 124765108 3,927 193,250 SH   SOLE   193,250 0 0
Credit Acceptance Corporation Common Stock 225310101 7,708 17,595 SH   SOLE   17,595 0 0
D R Horton Inc Common Stock 23331A109 8,406 199,300 SH   SOLE   199,300 0 0
Enterprise Prods Partners LP Common Stock 293792107 11,164 388,585 SH   SOLE   388,585 0 0
INTUIT Common Stock 461202103 5,883 25,869 SH   SOLE   25,869 0 0
Johnson & Johnson Common Stock 478160104 1,129 8,170 SH   SOLE   8,170 0 0
KLX Energy Services Holdings Common Stock 48253L106 3,920 122,458 SH   SOLE   122,458 0 0
KLXI Inc. Common Stock 482539103 5,036 80,220 SH   SOLE   80,220 0 0
Knight Therapeutics Inc Common Stock 499053106 2,408 380,950 SH   SOLE   380,950 0 0
Liberty Latin America Class C Common Stock G5480U153 6,813 330,240 SH   SOLE   330,240 0 0
Maxim Integrated Products Common Stock 57772K101 3,644 64,630 SH   SOLE   64,630 0 0
Myomo Inc Common Stock 62857J102 204 105,313 SH   SOLE   105,313 0 0
nLIGHT Inc Common Stock 65487K100 1,680 75,650 SH   SOLE   75,650 0 0
Novagold Resources Inc New Common Stock 66987E206 471 126,970 SH   SOLE   126,970 0 0
O'Reilly Automotive Inc Common Stock 67103H107 4,840 13,934 SH   SOLE   13,934 0 0
PJT Partners Inc Common Stock 69343T107 249 4,755 SH   SOLE   4,755 0 0
Portfolio Recovery Assoc Common Stock 73640Q105 3,306 91,834 SH   SOLE   91,834 0 0
Roper Industries Common Stock 776696106 1,896 6,400 SH   SOLE   6,400 0 0
SPDR Gold Trust Common Stock 78463V107 1,885 16,718 SH   SOLE   16,718 0 0
Sprott Physical Gold Trust Common Stock 85207H104 429 44,900 SH   SOLE   44,900 0 0
Teladoc Inc Common Stock 87918A105 2,841 32,902 SH   SOLE   32,902 0 0