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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
AXALTA COATING SYS LTDCOMG0750C1083,002101,500SH SOLE 101,50000
ACCENTURE PLC IRELANDSHS CL AG1151C10174,173268,500SH SOLE 268,50000
COCA COLA EUROPEAN PARTNERSSHSG258391048,554164,000SH SOLE 164,00000
EATON CORP PLCSHSG291831031,73012,512SH SOLE 12,51200
MEDTRONIC PLCSHSG5960L10379,087669,492SH SOLE 669,49200
SAPIENS INTL CORP N VSHSG7T16G10371922,602SH SOLE 22,60200
WILLIS TOWERS WATSON PLC LTDSHSG966291032,2589,866SH SOLE 9,86600
ALCON AGORD SHSH0130112811,665166,216SH SOLE 166,21600
CHUBB LIMITEDCOMH1467J10432,866208,050SH SOLE 208,05000
GARMIN LTDSHSH2906T1093302,500SH SOLE 2,50000
TE CONNECTIVITY LTDREG SHSH849891041,56212,100SH SOLE 12,10000
FERRARI N VCOMN3167Y1031,7348,284SH SOLE 8,28400
API GROUP CORPCOM STK00187Y1003,252157,234SH SOLE 157,23400
ABBVIE INCCOM00287Y1092302,124SH SOLE 2,12400
ADOBE SYSTEMS INCORPORATEDCOM00724F1013,4997,361SH SOLE 7,36100
ALLEGHANY CORP DELCOM0171751009,32314,886SH SOLE 14,88600
ALLISON TRANSMISSION HLDGS ICOM01973R1016,565160,800SH SOLE 160,80000
AMERCOCOM02358610012,86521,000SH SOLE 21,00000
ANSYS INCCOM03662Q10533,14697,614SH SOLE 97,61400
APPLE INCCOM0378331001,0148,300SH SOLE 8,30000
ARROW ELECTRS INCCOM0427351002,21620,000SH SOLE 20,00000
AUTODESK INCCOM0527691066,79424,515SH SOLE 24,51500
AVID BIOSERVICES INCCOM05368M1064,375240,000SH SOLE 240,00000
BARRICK GOLD CORPCOM0679011084,455225,000SH SOLE 225,00000
BERKSHIRE HATHAWAY INC DELCL A0846701087712SH SOLE 200
BERKSHIRE HATHAWAY INC DELCL B NEW0846707022,1708,496SH SOLE 8,49600
BLACKROCK INCCOM09247X1015,3537,100SH SOLE 7,10000
BOOKING HOLDINGS INCCOM09857L1089,4244,045SH SOLE 4,04500
BROADRIDGE FINL SOLUTIONS INCOM11133T10372,837475,750SH SOLE 475,75000
BROOKFIELD ASSET MGMT INCCL A LTD VT SH11258510450,8921,143,647SH SOLE 1,143,64700
BROWN FORMAN CORPCL B1156372095387,800SH SOLE 7,80000
CME GROUP INCCOM12572Q1058,84343,300SH SOLE 43,30000
CANADIAN NATL RY COCOM1363751021,16010,000SH SOLE 10,00000
CHANGE HEALTHCARE INCCOM15912K10051,6482,337,000SH SOLE 2,337,00000
CHEMED CORP NEWCOM16359R10333,82973,571SH SOLE 73,57100
CHEVRON CORP NEWCOM16676410046,085439,783SH SOLE 439,78300
COPART INCCOM21720410648,891450,150SH SOLE 450,15000
DEERE & COCOM244199105224600SH SOLE 60000
DEVON ENERGY CORP NEWCOM25179M10365630,000SH SOLE 30,00000
DISNEY WALT COCOM2546871062311,250SH SOLE 1,25000
ELECTRONIC ARTS INCCOM2855121091,62412,000SH SOLE 12,00000
EQUINIX INCCOM29444U70069,163101,772SH SOLE 101,77200
EXPEDITORS INTL WASH INCCOM30213010911,846110,000SH SOLE 110,00000
EXXON MOBIL CORPCOM30231G1023496,250SH SOLE 6,25000
FASTENAL COCOM3119001044,71693,800SH SOLE 93,80000
FEDEX CORPCOM31428X1065962,100SH SOLE 2,10000
FIDELITY NATIONAL FINANCIALFNF GROUP COM31620R30339,753977,700SH SOLE 977,70000
FIRST HORIZON CORPORATIONCOM32051710544,0612,605,600SH SOLE 2,605,60000
FIRSTSERVICE CORP NEWCOM33767E2021,1117,500SH SOLE 7,50000
FRANCO NEV CORPCOM3518581056,26550,000SH SOLE 50,00000
FRONTDOOR INCCOM35905A10963,7691,186,401SH SOLE 1,186,40100
GFL ENVIRONMENTAL INCSUB VTG SHS36168Q1043,529100,973SH SOLE 100,97300
GENERAL DYNAMICS CORPCOM3695501083261,796SH SOLE 1,79600
GENTEX CORPCOM3719011098,382235,000SH SOLE 235,00000
GENUINE PARTS COCOM37246010537,613325,400SH SOLE 325,40000
GRACO INCCOM3841091043014,196SH SOLE 4,19600
GRAHAM HLDGS COCOM CL B38463710412,09221,500SH SOLE 21,50000
HAEMONETICS CORP MASSCOM4050241006,66160,000SH SOLE 60,00000
HEICO CORP NEWCL A42280620862,451549,746SH SOLE 549,74600
HENRY JACK & ASSOC INCCOM42628110121,924144,500SH SOLE 144,50000
HEXCEL CORP NEWCOM4282911081,15420,600SH SOLE 20,60000
HINGHAM INSTN SVGS MASSCOM4333231023,28811,587SH SOLE 11,58700
IQVIA HLDGS INCCOM46266C10536,330188,100SH SOLE 188,10000
ISHARES GOLD TRI SHARES46428510532419,930SH SOLE 19,93000
JOHNSON & JOHNSONCOM4781601046163,748SH SOLE 3,74800
KELLOGG COCOM48783610822,889361,600SH SOLE 361,60000
KKR & CO INCCOM48251W1049,812200,864SH SOLE 200,86400
KONINKLIJKE PHILIPS N VNY REG SH NEW5004723032,85750,099SH SOLE 50,09900
KROGER COCOM5010441011,11631,000SH SOLE 31,00000
LAMAR ADVERTISING CO NEWCL A5128161091,87820,000SH SOLE 20,00000
LIBERTY MEDIA CORP DELCOM SER C FRMLA5312298543,24775,000SH SOLE 75,00000
LOCKHEED MARTIN CORPCOM53983010919,95354,000SH SOLE 54,00000
LOWES COS INCCOM54866110798,038515,500SH SOLE 515,50000
MADISON SQUARE GRDN SPRT CORCL A55825T1038,61448,000SH SOLE 48,00000
MADISON SQUARE GRDN ENTERTNMCL A55826T1021,30916,000SH SOLE 16,00000
MARKEL CORPCOM5705351047,2766,385SH SOLE 6,38500
MASTERCARD INCORPORATEDCL A57636Q10457,402161,219SH SOLE 161,21900
MICROSOFT CORPCOM59491810482,671350,643SH SOLE 350,64300
MONDELEZ INTL INCCL A60920710531,425536,900SH SOLE 536,90000
MOODYS CORPCOM61536910549,444165,581SH SOLE 165,58100
NEWMONT CORPCOM6516391063,61660,000SH SOLE 60,00000
NORFOLK SOUTHN CORPCOM6558441084591,708SH SOLE 1,70800
OREILLY AUTOMOTIVE INCCOM67103H10731,95763,000SH SOLE 63,00000
OLLIES BARGAIN OUTLET HLDGSCOM68111610923,181266,449SH SOLE 266,44900
OTIS WORLDWIDE CORPCOM68902V1076,64097,000SH SOLE 97,00000
PAN AMERN SILVER CORPCOM6979001081,23141,000SH SOLE 41,00000
PAYCHEX INCCOM7043261072412,458SH SOLE 2,45800
PAYPAL HLDGS INCCOM70450Y1034862,000SH SOLE 2,00000
PIONEER NAT RES COCOM72378710734,750218,800SH SOLE 218,80000
PNC FINL SVCS GROUP INCCOM6934751052021,150SH SOLE 1,15000
PULTE GROUP INCCOM7458671013566,798SH SOLE 6,79800
QUALCOMM INCCOM7475251032341,764SH SOLE 1,76400
QUEST DIAGNOSTICS INCCOM74834L10028,560222,532SH SOLE 222,53200
REGENERON PHARMACEUTICALSCOM75886F107260550SH SOLE 55000
ROPER TECHNOLOGIES INCCOM77669610646,989116,500SH SOLE 116,50000
ROSS STORES INCCOM7782961038677,232SH SOLE 7,23200
S&P GLOBAL INCCOM78409V10444,374125,753SH SOLE 125,75300
SBA COMMUNICATIONS CORP NEWCL A78410G10433,077119,176SH SOLE 119,17600
SPDR GOLD TRGOLD SHS78463V1074,11525,725SH SOLE 25,72500
SS&C TECHNOLOGIES HLDGS INCCOM78467J10029,873427,550SH SOLE 427,55000
SAP SESPON ADR80305420424,128196,500SH SOLE 196,50000
SCHLUMBERGER LTDCOM8068571082,719100,000SH SOLE 100,00000
SELECT SECTOR SPDR TRENERGY81369Y5062455,000SH SOLE 5,00000
SMITH A O CORPCOM8318652095,88086,966SH SOLE 86,96600
SPECTRUM BRANDS HLDGS INC NECOM84790A1054,25050,000SH SOLE 50,00000
STRYKER CORPORATIONCOM8636671016452,650SH SOLE 2,65000
TALEND S AADS8742242079,571150,400SH SOLE 150,40000
TJX COS INC NEWCOM87254010920,702312,950SH SOLE 312,95000
TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS8740391002,48421,000SH SOLE 21,00000
TEXAS INSTRS INCCOM882508104106,553563,800SH SOLE 563,80000
TEXAS PACIFIC LAND CORPORATICOM88262P102117,90474,180SH SOLE 74,18000
TRACTOR SUPPLY COCOM89235610615,93790,000SH SOLE 90,00000
TRUIST FINL CORPCOM89832Q10939,771681,945SH SOLE 681,94500
TYLER TECHNOLOGIES INCCOM9022521051,2512,946SH SOLE 2,94600
UNITED PARCEL SERVICE INCCL B91131210626,189154,064SH SOLE 154,06400
V F CORPCOM91820410825,962324,850SH SOLE 324,85000
VALVOLINE INCCOM92047W10111,089425,367SH SOLE 425,36700
VANECK VECTORS ETF TRGOLD MINERS ETF92189F10679124,350SH SOLE 24,35000
VANECK VECTORS ETF TRJR GOLD MINERS E92189F7914059,000SH SOLE 9,00000
VANGUARD BD INDEX FDSSHORT TRM BOND9219378272,14126,050SH SOLE 26,05000
VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF9220428581,07620,681SH SOLE 20,68100
VERTEX PHARMACEUTICALS INCCOM92532F1002361,100SH SOLE 1,10000
VISA INCCOM CL A92826C83992,694437,795SH SOLE 437,79500
VONTIER CORPORATIONCOM9288811014,344143,500SH SOLE 143,50000
WALMART INCCOM9311421032782,050SH SOLE 2,05000
WASTE CONNECTIONS INCCOM94106B1011,0419,644SH SOLE 9,64400
WATSCO INCCOM9426222008,86634,000SH SOLE 34,00000
WESTERN UN COCOM9598021094,439180,000SH SOLE 180,00000
WORKDAY INCCL A98138H1015592,250SH SOLE 2,25000
ZIMMER BIOMET HOLDINGS INCCOM98956P1024,45827,850SH SOLE 27,85000