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
ATHENE HOLDING LTD CL A G0684D107 1,294 30,000 SH   SOLE   30,000 0 0
AXALTA COATING SYS LTD COM G0750C108 2,898 101,500 SH   SOLE   101,500 0 0
ACCENTURE PLC IRELAND SHS CL A G1151C101 70,135 268,500 SH   SOLE   268,500 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 9,667 194,000 SH   SOLE   194,000 0 0
EATON CORP PLC SHS G29183103 19,560 162,812 SH   SOLE   162,812 0 0
MEDTRONIC PLC SHS G5960L103 78,429 669,535 SH   SOLE   669,535 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 2,079 9,866 SH   SOLE   9,866 0 0
ALCON AG ORD SHS H01301128 10,967 166,216 SH   SOLE   166,216 0 0
CHUBB LIMITED COM H1467J104 37,333 242,550 SH   SOLE   242,550 0 0
GARMIN LTD SHS H2906T109 299 2,500 SH   SOLE   2,500 0 0
TE CONNECTIVITY LTD REG SHS H84989104 10,545 87,100 SH   SOLE   87,100 0 0
FERRARI N V COM N3167Y103 1,901 8,284 SH   SOLE   8,284 0 0
ABBVIE INC COM 00287Y109 228 2,124 SH   SOLE   2,124 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 3,144 6,287 SH   SOLE   6,287 0 0
ALLEGHANY CORP DEL COM 017175100 8,987 14,886 SH   SOLE   14,886 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 6,935 160,800 SH   SOLE   160,800 0 0
AMERCO COM 023586100 9,533 21,000 SH   SOLE   21,000 0 0
AMETEK INC COM 031100100 1,330 11,000 SH   SOLE   11,000 0 0
ANSYS INC COM 03662Q105 56,976 156,614 SH   SOLE   156,614 0 0
APPLE INC COM 037833100 1,121 8,450 SH   SOLE   8,450 0 0
ARROW ELECTRS INC COM 042735100 1,946 20,000 SH   SOLE   20,000 0 0
AUTODESK INC COM 052769106 7,455 24,415 SH   SOLE   24,415 0 0
AVID BIOSERVICES INC COM 05368M106 3,520 305,000 SH   SOLE   305,000 0 0
BARRICK GOLD CORP COM 067901108 4,556 200,000 SH   SOLE   200,000 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 696 2 SH   SOLE   2 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,970 8,496 SH   SOLE   8,496 0 0
BLACKROCK INC COM 09247X101 5,123 7,100 SH   SOLE   7,100 0 0
BOOKING HOLDINGS INC COM 09857L108 9,009 4,045 SH   SOLE   4,045 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 72,885 475,750 SH   SOLE   475,750 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 30,222 732,290 SH   SOLE   732,290 0 0
BROOKFIELD PPTY REIT INC CL A 11282X103 747 50,000 SH   SOLE   50,000 0 0
BROWN FORMAN CORP CL B 115637209 1,460 18,375 SH   SOLE   18,375 0 0
CME GROUP INC COM 12572Q105 3,914 21,500 SH   SOLE   21,500 0 0
CANADIAN NATL RY CO COM 136375102 1,099 10,000 SH   SOLE   10,000 0 0
CHANGE HEALTHCARE INC COM 15912K100 57,857 3,102,252 SH   SOLE   3,102,252 0 0
CHEMED CORP NEW COM 16359R103 1,247 2,341 SH   SOLE   2,341 0 0
CHEVRON CORP NEW COM 166764100 39,309 465,467 SH   SOLE   465,467 0 0
CISCO SYS INC COM 17275R102 21,332 476,700 SH   SOLE   476,700 0 0
COPART INC COM 217204106 62,372 490,150 SH   SOLE   490,150 0 0
DEVON ENERGY CORP NEW COM 25179M103 474 30,000 SH   SOLE   30,000 0 0
DIGITAL RLTY TR INC COM 253868103 1,395 10,000 SH   SOLE   10,000 0 0
DISNEY WALT CO COM 254687106 226 1,250 SH   SOLE   1,250 0 0
ELECTRONIC ARTS INC COM 285512109 1,723 12,000 SH   SOLE   12,000 0 0
EQUINIX INC COM 29444U700 40,675 56,953 SH   SOLE   56,953 0 0
EXPEDITORS INTL WASH INC COM 302130109 10,462 110,000 SH   SOLE   110,000 0 0
EXXON MOBIL CORP COM 30231G102 262 6,350 SH   SOLE   6,350 0 0
FASTENAL CO COM 311900104 14,590 298,800 SH   SOLE   298,800 0 0
FEDEX CORP COM 31428X106 597 2,300 SH   SOLE   2,300 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 38,218 977,700 SH   SOLE   977,700 0 0
FIRST HORIZON CORPORATION COM 320517105 36,884 2,890,600 SH   SOLE   2,890,600 0 0
FIRSTSERVICE CORP NEW COM 33767E202 1,026 7,500 SH   SOLE   7,500 0 0
FRANCO NEV CORP COM 351858105 3,133 25,000 SH   SOLE   25,000 0 0
FRONTDOOR INC COM 35905A109 59,569 1,186,401 SH   SOLE   1,186,401 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 1,982 67,925 SH   SOLE   67,925 0 0
GENERAL DYNAMICS CORP COM 369550108 267 1,796 SH   SOLE   1,796 0 0
GENTEX CORP COM 371901109 7,974 235,000 SH   SOLE   235,000 0 0
GENUINE PARTS CO COM 372460105 32,680 325,400 SH   SOLE   325,400 0 0
GRACO INC COM 384109104 304 4,196 SH   SOLE   4,196 0 0
GRAHAM HLDGS CO COM CL B 384637104 11,468 21,500 SH   SOLE   21,500 0 0
HAEMONETICS CORP COM 405024100 7,125 60,000 SH   SOLE   60,000 0 0
HEICO CORP NEW CL A 422806208 72,547 619,746 SH   SOLE   619,746 0 0
HENRY JACK & ASSOC INC COM 426281101 1,620 10,000 SH   SOLE   10,000 0 0
HEXCEL CORP NEW COM 428291108 999 20,600 SH   SOLE   20,600 0 0
HINGHAM INSTN SVGS MASS COM 433323102 1,310 6,064 SH   SOLE   6,064 0 0
IQVIA HLDGS INC COM 46266C105 33,702 188,100 SH   SOLE   188,100 0 0
ISHARES GOLD TRUST I SHARES 464285105 724 39,930 SH   SOLE   39,930 0 0
JOHNSON & JOHNSON COM 478160104 613 3,898 SH   SOLE   3,898 0 0
KELLOGG CO COM 487836108 36,504 586,600 SH   SOLE   586,600 0 0
KKR & CO INC COM 48251W104 8,133 200,864 SH   SOLE   200,864 0 0
KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303 2,822 52,099 SH   SOLE   52,099 0 0
KROGER CO COM 501044101 1,436 45,200 SH   SOLE   45,200 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 1,664 20,000 SH   SOLE   20,000 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 3,195 75,000 SH   SOLE   75,000 0 0
LOWES COS INC COM 548661107 82,406 513,400 SH   SOLE   513,400 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103 8,837 48,000 SH   SOLE   48,000 0 0
MADISON SQUARE GRDN ENTERTNM CL A 55826T102 1,681 16,000 SH   SOLE   16,000 0 0
MARKEL CORP COM 570535104 6,753 6,535 SH   SOLE   6,535 0 0
MASTERCARD INCORPORATED CL A 57636Q104 57,620 161,427 SH   SOLE   161,427 0 0
MICROSOFT CORP COM 594918104 73,796 331,788 SH   SOLE   331,788 0 0
MONDELEZ INTL INC CL A 609207105 40,432 691,500 SH   SOLE   691,500 0 0
MOODYS CORP COM 615369105 48,058 165,581 SH   SOLE   165,581 0 0
NEWMONT CORP COM 651639106 2,695 45,000 SH   SOLE   45,000 0 0
NORFOLK SOUTHN CORP COM 655844108 418 1,758 SH   SOLE   1,758 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 28,512 63,000 SH   SOLE   63,000 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 25,397 310,587 SH   SOLE   310,587 0 0
OTIS WORLDWIDE CORP COM 68902V107 5,539 82,000 SH   SOLE   82,000 0 0
PAN AMERN SILVER CORP COM 697900108 1,415 41,000 SH   SOLE   41,000 0 0
PAYCHEX INC COM 704326107 229 2,458 SH   SOLE   2,458 0 0
PAYPAL HLDGS INC COM 70450Y103 796 3,400 SH   SOLE   3,400 0 0
PIONEER NAT RES CO COM 723787107 18,200 159,800 SH   SOLE   159,800 0 0
PULTE GROUP INC COM 745867101 293 6,798 SH   SOLE   6,798 0 0
QUALCOMM INC COM 747525103 299 1,964 SH   SOLE   1,964 0 0
QUEST DIAGNOSTICS INC COM 74834L100 26,519 222,532 SH   SOLE   222,532 0 0
ROPER TECHNOLOGIES INC COM 776696106 51,084 118,500 SH   SOLE   118,500 0 0
ROSS STORES INC COM 778296103 931 7,582 SH   SOLE   7,582 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 274 8,166 SH   SOLE   8,166 0 0
S&P GLOBAL INC COM 78409V104 40,221 122,353 SH   SOLE   122,353 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 33,623 119,176 SH   SOLE   119,176 0 0
SPDR GOLD TR GOLD SHS 78463V107 4,660 26,125 SH   SOLE   26,125 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 31,104 427,550 SH   SOLE   427,550 0 0
SAP SE SPON ADR 803054204 25,622 196,500 SH   SOLE   196,500 0 0
SCHLUMBERGER LTD COM 806857108 2,183 100,000 SH   SOLE   100,000 0 0
SMITH A O CORP COM 831865209 4,767 86,966 SH   SOLE   86,966 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 3,949 50,000 SH   SOLE   50,000 0 0
STRYKER CORPORATION COM 863667101 649 2,650 SH   SOLE   2,650 0 0
TALEND S A ADS 874224207 5,766 150,400 SH   SOLE   150,400 0 0
TJX COS INC NEW COM 872540109 21,576 315,950 SH   SOLE   315,950 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 2,290 21,000 SH   SOLE   21,000 0 0
TEXAS INSTRS INC COM 882508104 92,553 563,900 SH   SOLE   563,900 0 0
TEXAS PAC LD TR SUB CTF PROP I T 882610108 51,589 70,962 SH   SOLE   70,962 0 0
TRACTOR SUPPLY CO COM 892356106 20,384 145,000 SH   SOLE   145,000 0 0
TRUIST FINL CORP COM 89832Q109 33,548 699,945 SH   SOLE   699,945 0 0
TYLER TECHNOLOGIES INC COM 902252105 1,286 2,946 SH   SOLE   2,946 0 0
UNITED PARCEL SERVICE INC CL B 911312106 25,944 154,064 SH   SOLE   154,064 0 0
V F CORP COM 918204108 31,828 372,650 SH   SOLE   372,650 0 0
VALVOLINE INC COM 92047W101 9,843 425,367 SH   SOLE   425,367 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 877 24,350 SH   SOLE   24,350 0 0
VANECK VECTORS ETF TR JR GOLD MINERS E 92189F791 488 9,000 SH   SOLE   9,000 0 0
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2,466 29,750 SH   SOLE   29,750 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1,036 20,667 SH   SOLE   20,667 0 0
VISA INC COM CL A 92826C839 95,534 436,765 SH   SOLE   436,765 0 0
WALMART INC COM 931142103 296 2,050 SH   SOLE   2,050 0 0
WASTE CONNECTIONS INC COM 94106B101 989 9,644 SH   SOLE   9,644 0 0
WATSCO INC COM 942622200 7,703 34,000 SH   SOLE   34,000 0 0
WESTERN UN CO COM 959802109 3,949 180,000 SH   SOLE   180,000 0 0
WORKDAY INC CL A 98138H101 551 2,300 SH   SOLE   2,300 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 68,193 442,550 SH   SOLE   442,550 0 0