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
ACCENTURE PLC IRELAND SHS CL A G1151C101 51,421 185,200 SH   SOLE   185,200 0 0
BROOKFIELD ASSET MGMT REINS CL A EXCH LT VTG G16169107 2,387 53,552 SH   SOLE   53,552 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 26,321 510,000 SH   SOLE   510,000 0 0
EATON CORP PLC SHS G29183103 2,206 17,512 SH   SOLE   17,512 0 0
MEDTRONIC PLC SHS G5960L103 39,149 436,201 SH   SOLE   436,201 0 0
SAPIENS INTL CORP N V SHS G7T16G103 679 28,052 SH   SOLE   28,052 0 0
STONECO LTD COM CL A G85158106 312 40,500 SH   SOLE   40,500 0 0
ALCON INC ORD SHS H01301128 11,379 162,816 SH   SOLE   162,816 0 0
CHUBB LIMITED COM H1467J104 40,702 207,050 SH   SOLE   207,050 0 0
GARMIN LTD SHS H2906T109 246 2,500 SH   SOLE   2,500 0 0
TE CONNECTIVITY LTD SHS H84989104 1,793 15,850 SH   SOLE   15,850 0 0
ARDAGH METAL PACKAGING S A SHS L02235106 23,621 3,872,376 SH   SOLE   3,872,376 0 0
CORE LABORATORIES N V COM N22717107 3,251 164,100 SH   SOLE   164,100 0 0
FERRARI N V COM N3167Y103 1,054 5,744 SH   SOLE   5,744 0 0
STEVANATO GROUP S P A ORD SHS T9224W109 1,255 79,381 SH   SOLE   79,381 0 0
KAROOOOO LTD ORD SHS Y4600W108 545 25,328 SH   SOLE   25,328 0 0
AMMO INC COM 00175J107 1,750 454,600 SH   SOLE   454,600 0 0
ANGI HOMESERVICES INC COM CL A NEW 00183L102 2,075 453,087 SH   SOLE   453,087 0 0
API GROUP CORP COM STK 00187Y100 31,186 2,083,209 SH   SOLE   2,083,209 0 0
ABBVIE INC COM 00287Y109 325 2,124 SH   SOLE   2,124 0 0
ADOBE INC COM 00724F101 26,883 73,438 SH   SOLE   73,438 0 0
ADVANCED MICRO DEVICES INC COM 007903107 26,879 351,500 SH   SOLE   351,500 0 0
ALLEGHANY CORP DEL COM 017175100 292 350 SH   SOLE   350 0 0
AMERCO COM 023586100 5,643 11,800 SH   SOLE   11,800 0 0
ANSYS INC COM 03662Q105 26,772 111,882 SH   SOLE   111,882 0 0
APPLE INC COM 037833100 882 6,450 SH   SOLE   6,450 0 0
APTARGROUP INC COM 038336103 33,543 325,000 SH   SOLE   325,000 0 0
ARCHAEA ENERGY INC COM CL A 03940F103 2,031 130,805 SH   SOLE   130,805 0 0
AUTODESK INC COM 052769106 1,650 9,596 SH   SOLE   9,596 0 0
AVALARA INC COM 05338G106 7,060 100,000 SH   SOLE   100,000 0 0
BARRICK GOLD CORPORATION COM 067901108 5,931 335,300 SH   SOLE   335,300 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 818 2 SH   SOLE   2 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,869 6,846 SH   SOLE   6,846 0 0
BOOKING HLDGS INC COM 09857L108 6,996 4,000 SH   SOLE   4,000 0 0
BOWLERO CORP CL A COM 10258P102 5,185 489,574 SH   SOLE   489,574 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 47,106 330,450 SH   SOLE   330,450 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 51,011 1,147,099 SH   SOLE   1,147,099 0 0
BROWN & BROWN INC COM 115236101 18,287 313,450 SH   SOLE   313,450 0 0
BROWN FORMAN CORP CL A 115637100 1,363 20,150 SH   SOLE   20,150 0 0
BROWN FORMAN CORP CL B 115637209 389 5,550 SH   SOLE   5,550 0 0
CDW CORP COM 12514G108 7,460 47,350 SH   SOLE   47,350 0 0
CME GROUP INC COM 12572Q105 11,555 56,450 SH   SOLE   56,450 0 0
CANADIAN NATL RY CO COM 136375102 1,125 10,000 SH   SOLE   10,000 0 0
CHEMED CORP NEW COM 16359R103 52,851 112,596 SH   SOLE   112,596 0 0
CHESAPEAKE ENERGY CORP COM 165167735 26,057 321,300 SH   SOLE   321,300 0 0
CHEVRON CORP NEW COM 166764100 57,593 397,797 SH   SOLE   397,797 0 0
COPART INC COM 217204106 48,897 450,000 SH   SOLE   450,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 1,378 25,000 SH   SOLE   25,000 0 0
DIGITALBRIDGE GROUP INC CL A COM 25401T108 6,522 1,336,529 SH   SOLE   1,336,529 0 0
ELECTRONIC ARTS INC COM 285512109 1,460 12,000 SH   SOLE   12,000 0 0
EQUINIX INC COM 29444U700 52,319 79,630 SH   SOLE   79,630 0 0
EXXON MOBIL CORP COM 30231G102 9,099 106,250 SH   SOLE   106,250 0 0
FASTENAL CO COM 311900104 5,341 107,000 SH   SOLE   107,000 0 0
FEDEX CORP COM 31428X106 521 2,300 SH   SOLE   2,300 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 36,071 975,950 SH   SOLE   975,950 0 0
FIRST HORIZON NATL CORP COM 320517105 13,083 598,500 SH   SOLE   598,500 0 0
FIRSTSERVICE CORP NEW COM 33767E202 909 7,500 SH   SOLE   7,500 0 0
FRANCO NEVADA CORP COM 351858105 12,065 91,690 SH   SOLE   91,690 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 6,576 254,896 SH   SOLE   254,896 0 0
GENTEX CORP COM 371901109 6,573 235,000 SH   SOLE   235,000 0 0
GENUINE PARTS CO COM 372460105 26,653 200,400 SH   SOLE   200,400 0 0
GRACO INC COM 384109104 237 3,996 SH   SOLE   3,996 0 0
GREEN PLAINS INC COM 393222104 2,164 79,654 SH   SOLE   79,654 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 899 16,350 SH   SOLE   16,350 0 0
HAEMONETICS CORP COM 405024100 12,319 189,000 SH   SOLE   189,000 0 0
HEICO CORP NEW CL A 422806208 50,213 476,497 SH   SOLE   476,497 0 0
HENRY JACK & ASSOC INC COM 426281101 28,362 157,550 SH   SOLE   157,550 0 0
HINGHAM INSTN SVGS MASS COM 433323102 7,804 27,500 SH   SOLE   27,500 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 10,166 108,100 SH   SOLE   108,100 0 0
INTERNATIONAL MNY EXPRESS IN COM 46005L101 784 38,300 SH   SOLE   38,300 0 0
IQVIA HLDGS INC COM 46266C105 26,736 123,215 SH   SOLE   123,215 0 0
JOHNSON & JOHNSON COM 478160104 595 3,350 SH   SOLE   3,350 0 0
KROGER CO COM 501044101 379 8,000 SH   SOLE   8,000 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 5,078 80,000 SH   SOLE   80,000 0 0
LISTED FD TR HORIZON KINETICS 53656F623 457 16,000 SH   SOLE   16,000 0 0
LOCKHEED MARTIN CORP COM 539830109 39,234 91,250 SH   SOLE   91,250 0 0
LOWES COS INC COM 548661107 48,401 277,100 SH   SOLE   277,100 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 7,248 48,000 SH   SOLE   48,000 0 0
MARKEL CORP COM 570535104 6,964 5,385 SH   SOLE   5,385 0 0
MASTERCARD INC CL A 57636Q104 49,043 155,456 SH   SOLE   155,456 0 0
MICROSOFT CORP COM 594918104 81,974 319,177 SH   SOLE   319,177 0 0
MIRION TECHNOLOGIES INC COM CL A 60471A101 8,582 1,490,000 SH   SOLE   1,490,000 0 0
MONDELEZ INTL INC CL A 609207105 472 7,600 SH   SOLE   7,600 0 0
MOODYS CORP COM 615369105 34,479 126,775 SH   SOLE   126,775 0 0
NEWMONT CORP COM 651639106 3,580 60,000 SH   SOLE   60,000 0 0
NORFOLK SOUTHERN CORP COM 655844108 354 1,558 SH   SOLE   1,558 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 32,220 51,000 SH   SOLE   51,000 0 0
OTIS WORLDWIDE CORP COM 68902V107 6,855 97,000 SH   SOLE   97,000 0 0
PAN AMERN SILVER CORP COM 697900108 610 31,000 SH   SOLE   31,000 0 0
PAYCHEX INC COM 704326107 269 2,358 SH   SOLE   2,358 0 0
PAYPAL HLDGS INC COM 70450Y103 559 8,000 SH   SOLE   8,000 0 0
PIONEER NAT RES CO COM 723787107 65,964 295,695 SH   SOLE   295,695 0 0
POLARIS INC COM 731068102 13,959 140,600 SH   SOLE   140,600 0 0
PULTE GROUP INC COM 745867101 269 6,798 SH   SOLE   6,798 0 0
PURPLE INNOVATION INC COM 74640Y106 12,546 4,100,000 SH   SOLE   4,100,000 0 0
QUALCOMM INC COM 747525103 213 1,664 SH   SOLE   1,664 0 0
QUEST DIAGNOSTICS INC COM 74834L100 12,797 96,232 SH   SOLE   96,232 0 0
RH COM 74967X103 15,739 74,150 SH   SOLE   74,150 0 0
REGENERON PHARMACEUTICALS COM 75886F107 429 725 SH   SOLE   725 0 0
ROPER TECHNOLOGIES INC COM 776696106 36,781 93,200 SH   SOLE   93,200 0 0
ROSS STORES INC COM 778296103 543 7,732 SH   SOLE   7,732 0 0
S&P GLOBAL INC COM 78409V104 34,650 102,800 SH   SOLE   102,800 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 24,324 76,000 SH   SOLE   76,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 4,292 25,475 SH   SOLE   25,475 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 24,680 425,000 SH   SOLE   425,000 0 0
SPDR SER TR S&P OILGAS EXP 78468R556 263 2,200 SH   SOLE   2,200 0 0
ST JOE CO COM 790148100 2,374 60,000 SH   SOLE   60,000 0 0
SCHLUMBERGER LTD COM STK 806857108 10,145 283,700 SH   SOLE   283,700 0 0
SMITH A O CORP COM 831865209 4,482 81,966 SH   SOLE   81,966 0 0
STRYKER CORP COM 863667101 487 2,450 SH   SOLE   2,450 0 0
TJX COS INC NEW COM 872540109 17,054 305,350 SH   SOLE   305,350 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1,717 21,000 SH   SOLE   21,000 0 0
TEXAS INSTRS INC COM 882508104 86,413 562,400 SH   SOLE   562,400 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102 110,712 74,402 SH   SOLE   74,402 0 0
THOR INDS INC COM 885160101 11,471 153,500 SH   SOLE   153,500 0 0
TRACTOR SUPPLY CO COM 892356106 15,411 79,500 SH   SOLE   79,500 0 0
TRUIST FINL CORP COM 89832Q109 34,249 722,095 SH   SOLE   722,095 0 0
TYLER TECHNOLOGIES INC COM 902252105 979 2,946 SH   SOLE   2,946 0 0
UNITED PARCEL SERVICE INC CL B 911312106 23,121 126,664 SH   SOLE   126,664 0 0
V F CORP COM 918204108 3,101 70,200 SH   SOLE   70,200 0 0
VALVOLINE INC COM 92047W101 10,321 358,000 SH   SOLE   358,000 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 502 18,350 SH   SOLE   18,350 0 0
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2,872 37,400 SH   SOLE   37,400 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 743 17,832 SH   SOLE   17,832 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 564 2,000 SH   SOLE   2,000 0 0
VISA INC COM CL A 92826C839 84,230 427,800 SH   SOLE   427,800 0 0
VONTIER CORPORATION COM 928881101 12,057 524,450 SH   SOLE   524,450 0 0
WALMART INC COM 931142103 249 2,050 SH   SOLE   2,050 0 0
WATSCO INC COM 942622200 5,732 24,000 SH   SOLE   24,000 0 0
WORKDAY INC CL A 98138H101 286 2,050 SH   SOLE   2,050 0 0
YETI HLDGS INC COM 98585X104 7,142 165,050 SH   SOLE   165,050 0 0