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 50,225 195,200 SH   SOLE   195,200 0 0
BROOKFIELD ASSET MGMT REINS CL A EXCH LT VTG G16169107 2,162 52,865 SH   SOLE   52,865 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 21,736 510,000 SH   SOLE   510,000 0 0
EATON CORP PLC SHS G29183103 2,291 17,181 SH   SOLE   17,181 0 0
MEDTRONIC PLC SHS G5960L103 34,417 426,219 SH   SOLE   426,219 0 0
SAPIENS INTL CORP N V SHS G7T16G103 492 25,652 SH   SOLE   25,652 0 0
STONECO LTD COM CL A G85158106 759 79,600 SH   SOLE   79,600 0 0
ALCON INC ORD SHS H01301128 7,999 137,483 SH   SOLE   137,483 0 0
CHUBB LIMITED COM H1467J104 37,658 207,050 SH   SOLE   207,050 0 0
GARMIN LTD SHS H2906T109 201 2,500 SH   SOLE   2,500 0 0
TE CONNECTIVITY LTD SHS H84989104 1,749 15,850 SH   SOLE   15,850 0 0
ARDAGH METAL PACKAGING S A SHS L02235106 19,710 4,072,376 SH   SOLE   4,072,376 0 0
CORE LABORATORIES N V COM N22717107 4,962 368,100 SH   SOLE   368,100 0 0
STEVANATO GROUP S P A ORD SHS T9224W109 1,567 92,481 SH   SOLE   92,481 0 0
KAROOOOO LTD ORD SHS Y4600W108 766 32,195 SH   SOLE   32,195 0 0
AMMO INC COM 00175J107 1,474 503,000 SH   SOLE   503,000 0 0
API GROUP CORP COM STK 00187Y100 27,644 2,083,209 SH   SOLE   2,083,209 0 0
ABBVIE INC COM 00287Y109 248 1,846 SH   SOLE   1,846 0 0
ADOBE INC COM 00724F101 592 2,150 SH   SOLE   2,150 0 0
ADVANCED MICRO DEVICES INC COM 007903107 19,642 310,000 SH   SOLE   310,000 0 0
ALLEGHANY CORP DEL COM 017175100 294 350 SH   SOLE   350 0 0
AMERCO COM 023586100 6,009 11,800 SH   SOLE   11,800 0 0
ANSYS INC COM 03662Q105 24,760 111,682 SH   SOLE   111,682 0 0
APPLE INC COM 037833100 864 6,250 SH   SOLE   6,250 0 0
APTARGROUP INC COM 038336103 30,885 325,000 SH   SOLE   325,000 0 0
ARCHAEA ENERGY INC COM CL A 03940F103 3,085 171,312 SH   SOLE   171,312 0 0
AUTODESK INC COM 052769106 1,765 9,446 SH   SOLE   9,446 0 0
AVALARA INC COM 05338G106 9,180 100,000 SH   SOLE   100,000 0 0
BARRICK GOLD CORPORATION COM 067901108 4,810 310,300 SH   SOLE   310,300 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 813 2 SH   SOLE   2 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,733 6,490 SH   SOLE   6,490 0 0
BOOKING HLDGS INC COM 09857L108 6,573 4,000 SH   SOLE   4,000 0 0
BOWLERO CORP CL A COM 10258P102 6,027 489,574 SH   SOLE   489,574 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 40,042 277,450 SH   SOLE   277,450 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 47,635 1,164,952 SH   SOLE   1,164,952 0 0
BROWN & BROWN INC COM 115236101 18,957 313,450 SH   SOLE   313,450 0 0
BROWN FORMAN CORP CL B 115637209 361 5,425 SH   SOLE   5,425 0 0
CDW CORP COM 12514G108 7,390 47,350 SH   SOLE   47,350 0 0
CME GROUP INC COM 12572Q105 6,368 35,950 SH   SOLE   35,950 0 0
CANADIAN NATL RY CO COM 136375102 1,080 10,000 SH   SOLE   10,000 0 0
CHEMED CORP NEW COM 16359R103 49,155 112,596 SH   SOLE   112,596 0 0
CHESAPEAKE ENERGY CORP COM 165167735 32,154 341,300 SH   SOLE   341,300 0 0
CHEVRON CORP NEW COM 166764100 57,472 400,031 SH   SOLE   400,031 0 0
COPART INC COM 217204106 48,566 456,450 SH   SOLE   456,450 0 0
DEVON ENERGY CORP NEW COM 25179M103 1,215 20,200 SH   SOLE   20,200 0 0
DIGITALBRIDGE GROUP INC CL A COM 25401T603 4,372 349,512 SH   SOLE   349,512 0 0
ELECTRONIC ARTS INC COM 285512109 1,389 12,000 SH   SOLE   12,000 0 0
EQUINIX INC COM 29444U700 45,297 79,630 SH   SOLE   79,630 0 0
EXXON MOBIL CORP COM 30231G102 9,259 106,050 SH   SOLE   106,050 0 0
FASTENAL CO COM 311900104 4,926 107,000 SH   SOLE   107,000 0 0
FEDEX CORP COM 31428X106 460 3,100 SH   SOLE   3,100 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 32,252 890,950 SH   SOLE   890,950 0 0
FIRST HORIZON NATL CORP COM 320517105 7,752 338,500 SH   SOLE   338,500 0 0
FIRSTSERVICE CORP NEW COM 33767E202 893 7,500 SH   SOLE   7,500 0 0
FRANCO NEVADA CORP COM 351858105 13,990 117,090 SH   SOLE   117,090 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 6,694 264,696 SH   SOLE   264,696 0 0
GENTEX CORP COM 371901109 6,210 260,500 SH   SOLE   260,500 0 0
GENUINE PARTS CO COM 372460105 29,924 200,400 SH   SOLE   200,400 0 0
GRACO INC COM 384109104 205 3,424 SH   SOLE   3,424 0 0
GREEN PLAINS INC COM 393222104 2,021 69,525 SH   SOLE   69,525 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 1,399 23,950 SH   SOLE   23,950 0 0
HAEMONETICS CORP COM 405024100 13,622 184,000 SH   SOLE   184,000 0 0
HEICO CORP NEW CL A 422806208 54,616 476,497 SH   SOLE   476,497 0 0
HENRY JACK & ASSOC INC COM 426281101 30,685 168,350 SH   SOLE   168,350 0 0
HINGHAM INSTN SVGS MASS COM 433323102 6,906 27,500 SH   SOLE   27,500 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 11,574 128,100 SH   SOLE   128,100 0 0
INTERNATIONAL MNY EXPRESS IN COM 46005L101 1,151 50,500 SH   SOLE   50,500 0 0
IQVIA HLDGS INC COM 46266C105 27,753 153,215 SH   SOLE   153,215 0 0
JOHNSON & JOHNSON COM 478160104 533 3,263 SH   SOLE   3,263 0 0
KROGER CO COM 501044101 350 8,000 SH   SOLE   8,000 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 4,680 80,000 SH   SOLE   80,000 0 0
LISTED FD TR HORIZON KINETICS 53656F623 445 16,000 SH   SOLE   16,000 0 0
LOCKHEED MARTIN CORP COM 539830109 35,249 91,250 SH   SOLE   91,250 0 0
LOWES COS INC COM 548661107 52,042 277,100 SH   SOLE   277,100 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 4,059 29,700 SH   SOLE   29,700 0 0
MARKEL CORP COM 570535104 5,839 5,385 SH   SOLE   5,385 0 0
MASCO CORP COM 574599106 742 15,900 SH   SOLE   15,900 0 0
MASTERCARD INC CL A 57636Q104 68,334 240,324 SH   SOLE   240,324 0 0
MICROSOFT CORP COM 594918104 74,201 318,596 SH   SOLE   318,596 0 0
MIRION TECHNOLOGIES INC COM CL A 60471A101 11,130 1,490,000 SH   SOLE   1,490,000 0 0
MONDELEZ INTL INC CL A 609207105 417 7,600 SH   SOLE   7,600 0 0
MOODYS CORP COM 615369105 30,808 126,725 SH   SOLE   126,725 0 0
NEWMONT CORP COM 651639106 2,102 50,000 SH   SOLE   50,000 0 0
NORFOLK SOUTHERN CORP COM 655844108 285 1,359 SH   SOLE   1,359 0 0
NVIDIA CORP COM 67066G104 15,174 125,000 SH   SOLE   125,000 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 35,871 51,000 SH   SOLE   51,000 0 0
OTIS WORLDWIDE CORP COM 68902V107 6,189 97,000 SH   SOLE   97,000 0 0
PAN AMERN SILVER CORP COM 697900108 492 31,000 SH   SOLE   31,000 0 0
PAYCHEX INC COM 704326107 211 1,879 SH   SOLE   1,879 0 0
PAYPAL HLDGS INC COM 70450Y103 689 8,000 SH   SOLE   8,000 0 0
PIONEER NAT RES CO COM 723787107 63,737 294,355 SH   SOLE   294,355 0 0
POLARIS INC COM 731068102 13,448 140,600 SH   SOLE   140,600 0 0
PULTE GROUP INC COM 745867101 208 5,550 SH   SOLE   5,550 0 0
PURPLE INNOVATION INC COM 74640Y106 8,383 2,069,990 SH   SOLE   2,069,990 0 0
QUEST DIAGNOSTICS INC COM 74834L100 11,786 96,066 SH   SOLE   96,066 0 0
RH COM 74967X103 23,192 94,250 SH   SOLE   94,250 0 0
RADIUS GLOBAL INFRASTRCTRE I COM CL A 750481103 1,624 172,382 SH   SOLE   172,382 0 0
REGENERON PHARMACEUTICALS COM 75886F107 499 725 SH   SOLE   725 0 0
ROPER TECHNOLOGIES INC COM 776696106 33,518 93,200 SH   SOLE   93,200 0 0
ROSS STORES INC COM 778296103 624 7,400 SH   SOLE   7,400 0 0
S&P GLOBAL INC COM 78409V104 31,390 102,800 SH   SOLE   102,800 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 21,633 76,000 SH   SOLE   76,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 3,920 25,344 SH   SOLE   25,344 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 20,294 425,000 SH   SOLE   425,000 0 0
SPDR SER TR S&P OILGAS EXP 78468R556 274 2,200 SH   SOLE   2,200 0 0
ST JOE CO COM 790148100 5,573 174,000 SH   SOLE   174,000 0 0
SCHLUMBERGER LTD COM STK 806857108 12,698 353,700 SH   SOLE   353,700 0 0
SHOPIFY INC CL A 82509L107 252 9,350 SH   SOLE   9,350 0 0
SMITH A O CORP COM 831865209 6,434 132,433 SH   SOLE   132,433 0 0
STRYKER CORP COM 863667101 484 2,392 SH   SOLE   2,392 0 0
TJX COS INC NEW COM 872540109 18,968 305,350 SH   SOLE   305,350 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1,440 21,000 SH   SOLE   21,000 0 0
TEXAS INSTRS INC COM 882508104 83,140 537,150 SH   SOLE   537,150 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102 131,492 73,987 SH   SOLE   73,987 0 0
THOR INDS INC COM 885160101 10,833 154,800 SH   SOLE   154,800 0 0
TRACTOR SUPPLY CO COM 892356106 14,777 79,500 SH   SOLE   79,500 0 0
TRUIST FINL CORP COM 89832Q109 33,617 772,095 SH   SOLE   772,095 0 0
TYLER TECHNOLOGIES INC COM 902252105 1,521 4,377 SH   SOLE   4,377 0 0
UNITED PARCEL SERVICE INC CL B 911312106 20,432 126,482 SH   SOLE   126,482 0 0
VALVOLINE INC COM 92047W101 28,847 1,138,409 SH   SOLE   1,138,409 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 438 18,150 SH   SOLE   18,150 0 0
VANECK VECTORS ETF TR JUNIOR GOLD MINE 92189F791 206 7,000 SH   SOLE   7,000 0 0
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2,798 37,400 SH   SOLE   37,400 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 648 17,747 SH   SOLE   17,747 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 579 2,000 SH   SOLE   2,000 0 0
VISA INC COM CL A 92826C839 240 1,350 SH   SOLE   1,350 0 0
VONTIER CORPORATION COM 928881101 11,465 686,102 SH   SOLE   686,102 0 0
WALMART INC COM 931142103 266 2,050 SH   SOLE   2,050 0 0
WATSCO INC COM 942622200 6,179 24,000 SH   SOLE   24,000 0 0
WINMARK CORP COM 974250102 5,127 23,700 SH   SOLE   23,700 0 0
WORKDAY INC CL A 98138H101 312 2,050 SH   SOLE   2,050 0 0
YETI HLDGS INC COM 98585X104 6,600 231,400 SH   SOLE   231,400 0 0