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
AXALTA COATING SYS LTD COM G0750C108 3,002 101,500 SH   SOLE   101,500 0 0
ACCENTURE PLC IRELAND SHS CL A G1151C101 74,173 268,500 SH   SOLE   268,500 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 8,554 164,000 SH   SOLE   164,000 0 0
EATON CORP PLC SHS G29183103 1,730 12,512 SH   SOLE   12,512 0 0
MEDTRONIC PLC SHS G5960L103 79,087 669,492 SH   SOLE   669,492 0 0
SAPIENS INTL CORP N V SHS G7T16G103 719 22,602 SH   SOLE   22,602 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 2,258 9,866 SH   SOLE   9,866 0 0
ALCON AG ORD SHS H01301128 11,665 166,216 SH   SOLE   166,216 0 0
CHUBB LIMITED COM H1467J104 32,866 208,050 SH   SOLE   208,050 0 0
GARMIN LTD SHS H2906T109 330 2,500 SH   SOLE   2,500 0 0
TE CONNECTIVITY LTD REG SHS H84989104 1,562 12,100 SH   SOLE   12,100 0 0
FERRARI N V COM N3167Y103 1,734 8,284 SH   SOLE   8,284 0 0
API GROUP CORP COM STK 00187Y100 3,252 157,234 SH   SOLE   157,234 0 0
ABBVIE INC COM 00287Y109 230 2,124 SH   SOLE   2,124 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 3,499 7,361 SH   SOLE   7,361 0 0
ALLEGHANY CORP DEL COM 017175100 9,323 14,886 SH   SOLE   14,886 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 6,565 160,800 SH   SOLE   160,800 0 0
AMERCO COM 023586100 12,865 21,000 SH   SOLE   21,000 0 0
ANSYS INC COM 03662Q105 33,146 97,614 SH   SOLE   97,614 0 0
APPLE INC COM 037833100 1,014 8,300 SH   SOLE   8,300 0 0
ARROW ELECTRS INC COM 042735100 2,216 20,000 SH   SOLE   20,000 0 0
AUTODESK INC COM 052769106 6,794 24,515 SH   SOLE   24,515 0 0
AVID BIOSERVICES INC COM 05368M106 4,375 240,000 SH   SOLE   240,000 0 0
BARRICK GOLD CORP COM 067901108 4,455 225,000 SH   SOLE   225,000 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 771 2 SH   SOLE   2 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,170 8,496 SH   SOLE   8,496 0 0
BLACKROCK INC COM 09247X101 5,353 7,100 SH   SOLE   7,100 0 0
BOOKING HOLDINGS INC COM 09857L108 9,424 4,045 SH   SOLE   4,045 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 72,837 475,750 SH   SOLE   475,750 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 50,892 1,143,647 SH   SOLE   1,143,647 0 0
BROWN FORMAN CORP CL B 115637209 538 7,800 SH   SOLE   7,800 0 0
CME GROUP INC COM 12572Q105 8,843 43,300 SH   SOLE   43,300 0 0
CANADIAN NATL RY CO COM 136375102 1,160 10,000 SH   SOLE   10,000 0 0
CHANGE HEALTHCARE INC COM 15912K100 51,648 2,337,000 SH   SOLE   2,337,000 0 0
CHEMED CORP NEW COM 16359R103 33,829 73,571 SH   SOLE   73,571 0 0
CHEVRON CORP NEW COM 166764100 46,085 439,783 SH   SOLE   439,783 0 0
COPART INC COM 217204106 48,891 450,150 SH   SOLE   450,150 0 0
DEERE & CO COM 244199105 224 600 SH   SOLE   600 0 0
DEVON ENERGY CORP NEW COM 25179M103 656 30,000 SH   SOLE   30,000 0 0
DISNEY WALT CO COM 254687106 231 1,250 SH   SOLE   1,250 0 0
ELECTRONIC ARTS INC COM 285512109 1,624 12,000 SH   SOLE   12,000 0 0
EQUINIX INC COM 29444U700 69,163 101,772 SH   SOLE   101,772 0 0
EXPEDITORS INTL WASH INC COM 302130109 11,846 110,000 SH   SOLE   110,000 0 0
EXXON MOBIL CORP COM 30231G102 349 6,250 SH   SOLE   6,250 0 0
FASTENAL CO COM 311900104 4,716 93,800 SH   SOLE   93,800 0 0
FEDEX CORP COM 31428X106 596 2,100 SH   SOLE   2,100 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 39,753 977,700 SH   SOLE   977,700 0 0
FIRST HORIZON CORPORATION COM 320517105 44,061 2,605,600 SH   SOLE   2,605,600 0 0
FIRSTSERVICE CORP NEW COM 33767E202 1,111 7,500 SH   SOLE   7,500 0 0
FRANCO NEV CORP COM 351858105 6,265 50,000 SH   SOLE   50,000 0 0
FRONTDOOR INC COM 35905A109 63,769 1,186,401 SH   SOLE   1,186,401 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 3,529 100,973 SH   SOLE   100,973 0 0
GENERAL DYNAMICS CORP COM 369550108 326 1,796 SH   SOLE   1,796 0 0
GENTEX CORP COM 371901109 8,382 235,000 SH   SOLE   235,000 0 0
GENUINE PARTS CO COM 372460105 37,613 325,400 SH   SOLE   325,400 0 0
GRACO INC COM 384109104 301 4,196 SH   SOLE   4,196 0 0
GRAHAM HLDGS CO COM CL B 384637104 12,092 21,500 SH   SOLE   21,500 0 0
HAEMONETICS CORP MASS COM 405024100 6,661 60,000 SH   SOLE   60,000 0 0
HEICO CORP NEW CL A 422806208 62,451 549,746 SH   SOLE   549,746 0 0
HENRY JACK & ASSOC INC COM 426281101 21,924 144,500 SH   SOLE   144,500 0 0
HEXCEL CORP NEW COM 428291108 1,154 20,600 SH   SOLE   20,600 0 0
HINGHAM INSTN SVGS MASS COM 433323102 3,288 11,587 SH   SOLE   11,587 0 0
IQVIA HLDGS INC COM 46266C105 36,330 188,100 SH   SOLE   188,100 0 0
ISHARES GOLD TR I SHARES 464285105 324 19,930 SH   SOLE   19,930 0 0
JOHNSON & JOHNSON COM 478160104 616 3,748 SH   SOLE   3,748 0 0
KELLOGG CO COM 487836108 22,889 361,600 SH   SOLE   361,600 0 0
KKR & CO INC COM 48251W104 9,812 200,864 SH   SOLE   200,864 0 0
KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303 2,857 50,099 SH   SOLE   50,099 0 0
KROGER CO COM 501044101 1,116 31,000 SH   SOLE   31,000 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 1,878 20,000 SH   SOLE   20,000 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 3,247 75,000 SH   SOLE   75,000 0 0
LOCKHEED MARTIN CORP COM 539830109 19,953 54,000 SH   SOLE   54,000 0 0
LOWES COS INC COM 548661107 98,038 515,500 SH   SOLE   515,500 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103 8,614 48,000 SH   SOLE   48,000 0 0
MADISON SQUARE GRDN ENTERTNM CL A 55826T102 1,309 16,000 SH   SOLE   16,000 0 0
MARKEL CORP COM 570535104 7,276 6,385 SH   SOLE   6,385 0 0
MASTERCARD INCORPORATED CL A 57636Q104 57,402 161,219 SH   SOLE   161,219 0 0
MICROSOFT CORP COM 594918104 82,671 350,643 SH   SOLE   350,643 0 0
MONDELEZ INTL INC CL A 609207105 31,425 536,900 SH   SOLE   536,900 0 0
MOODYS CORP COM 615369105 49,444 165,581 SH   SOLE   165,581 0 0
NEWMONT CORP COM 651639106 3,616 60,000 SH   SOLE   60,000 0 0
NORFOLK SOUTHN CORP COM 655844108 459 1,708 SH   SOLE   1,708 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 31,957 63,000 SH   SOLE   63,000 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 23,181 266,449 SH   SOLE   266,449 0 0
OTIS WORLDWIDE CORP COM 68902V107 6,640 97,000 SH   SOLE   97,000 0 0
PAN AMERN SILVER CORP COM 697900108 1,231 41,000 SH   SOLE   41,000 0 0
PAYCHEX INC COM 704326107 241 2,458 SH   SOLE   2,458 0 0
PAYPAL HLDGS INC COM 70450Y103 486 2,000 SH   SOLE   2,000 0 0
PIONEER NAT RES CO COM 723787107 34,750 218,800 SH   SOLE   218,800 0 0
PNC FINL SVCS GROUP INC COM 693475105 202 1,150 SH   SOLE   1,150 0 0
PULTE GROUP INC COM 745867101 356 6,798 SH   SOLE   6,798 0 0
QUALCOMM INC COM 747525103 234 1,764 SH   SOLE   1,764 0 0
QUEST DIAGNOSTICS INC COM 74834L100 28,560 222,532 SH   SOLE   222,532 0 0
REGENERON PHARMACEUTICALS COM 75886F107 260 550 SH   SOLE   550 0 0
ROPER TECHNOLOGIES INC COM 776696106 46,989 116,500 SH   SOLE   116,500 0 0
ROSS STORES INC COM 778296103 867 7,232 SH   SOLE   7,232 0 0
S&P GLOBAL INC COM 78409V104 44,374 125,753 SH   SOLE   125,753 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 33,077 119,176 SH   SOLE   119,176 0 0
SPDR GOLD TR GOLD SHS 78463V107 4,115 25,725 SH   SOLE   25,725 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 29,873 427,550 SH   SOLE   427,550 0 0
SAP SE SPON ADR 803054204 24,128 196,500 SH   SOLE   196,500 0 0
SCHLUMBERGER LTD COM 806857108 2,719 100,000 SH   SOLE   100,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 245 5,000 SH   SOLE   5,000 0 0
SMITH A O CORP COM 831865209 5,880 86,966 SH   SOLE   86,966 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 4,250 50,000 SH   SOLE   50,000 0 0
STRYKER CORPORATION COM 863667101 645 2,650 SH   SOLE   2,650 0 0
TALEND S A ADS 874224207 9,571 150,400 SH   SOLE   150,400 0 0
TJX COS INC NEW COM 872540109 20,702 312,950 SH   SOLE   312,950 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 2,484 21,000 SH   SOLE   21,000 0 0
TEXAS INSTRS INC COM 882508104 106,553 563,800 SH   SOLE   563,800 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102 117,904 74,180 SH   SOLE   74,180 0 0
TRACTOR SUPPLY CO COM 892356106 15,937 90,000 SH   SOLE   90,000 0 0
TRUIST FINL CORP COM 89832Q109 39,771 681,945 SH   SOLE   681,945 0 0
TYLER TECHNOLOGIES INC COM 902252105 1,251 2,946 SH   SOLE   2,946 0 0
UNITED PARCEL SERVICE INC CL B 911312106 26,189 154,064 SH   SOLE   154,064 0 0
V F CORP COM 918204108 25,962 324,850 SH   SOLE   324,850 0 0
VALVOLINE INC COM 92047W101 11,089 425,367 SH   SOLE   425,367 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 791 24,350 SH   SOLE   24,350 0 0
VANECK VECTORS ETF TR JR GOLD MINERS E 92189F791 405 9,000 SH   SOLE   9,000 0 0
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2,141 26,050 SH   SOLE   26,050 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1,076 20,681 SH   SOLE   20,681 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 236 1,100 SH   SOLE   1,100 0 0
VISA INC COM CL A 92826C839 92,694 437,795 SH   SOLE   437,795 0 0
VONTIER CORPORATION COM 928881101 4,344 143,500 SH   SOLE   143,500 0 0
WALMART INC COM 931142103 278 2,050 SH   SOLE   2,050 0 0
WASTE CONNECTIONS INC COM 94106B101 1,041 9,644 SH   SOLE   9,644 0 0
WATSCO INC COM 942622200 8,866 34,000 SH   SOLE   34,000 0 0
WESTERN UN CO COM 959802109 4,439 180,000 SH   SOLE   180,000 0 0
WORKDAY INC CL A 98138H101 559 2,250 SH   SOLE   2,250 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 4,458 27,850 SH   SOLE   27,850 0 0