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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALLEGION PLC ORD SHS G0176J109   3,947,250 37,500 SH   SOLE   37,500 0 0
ACCENTURE PLC IRELAND SHS CL A G1151C101   52,087,168 195,200 SH   SOLE   195,200 0 0
BROOKFIELD REINS LTD CL A EXCH LT VTG G16250105   2,244,682 71,738 SH   SOLE   71,738 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104   28,213,200 510,000 SH   SOLE   510,000 0 0
EATON CORP PLC SHS G29183103   2,696,558 17,181 SH   SOLE   17,181 0 0
MEDTRONIC PLC SHS G5960L103   30,784,892 396,100 SH   SOLE   396,100 0 0
RICE ACQUISITION CORP II SHS CL A G75529100   1,480,711 145,596 SH   SOLE   145,596 0 0
SAPIENS INTL CORP N V SHS G7T16G103   474,049 25,652 SH   SOLE   25,652 0 0
STONECO LTD COM CL A G85158106   704,224 74,600 SH   SOLE   74,600 0 0
ALCON INC ORD SHS H01301128   9,424,460 137,483 SH   SOLE   137,483 0 0
CHUBB LIMITED COM H1467J104   45,388,450 205,750 SH   SOLE   205,750 0 0
GARMIN LTD SHS H2906T109   230,725 2,500 SH   SOLE   2,500 0 0
TE CONNECTIVITY LTD SHS H84989104   1,819,580 15,850 SH   SOLE   15,850 0 0
ARDAGH METAL PACKAGING S A SHS L02235106   18,385,629 3,822,376 SH   SOLE   3,822,376 0 0
ORION ENGINEERED CARBONS S A COM L72967109   2,246,856 126,157 SH   SOLE   126,157 0 0
CORE LABORATORIES N V COM N22717107   6,447,887 318,100 SH   SOLE   318,100 0 0
STEVANATO GROUP S P A ORD SHS T9224W109   2,021,284 112,481 SH   SOLE   112,481 0 0
KAROOOOO LTD ORD SHS Y4600W108   857,626 36,808 SH   SOLE   36,808 0 0
AMMO INC COM 00175J107   870,190 503,000 SH   SOLE   503,000 0 0
API GROUP CORP COM STK 00187Y100   39,185,161 2,083,209 SH   SOLE   2,083,209 0 0
ABBVIE INC COM 00287Y109   298,332 1,846 SH   SOLE   1,846 0 0
ADVANCED MICRO DEVICES INC COM 007903107   22,021,800 340,000 SH   SOLE   340,000 0 0
U HAUL HOLDING COMPANY COM 023586100   710,242 11,800 SH   SOLE   11,800 0 0
U HAUL HOLDING COMPANY COM SER N 023586506   5,838,876 106,200 SH   SOLE   106,200 0 0
ANSYS INC COM 03662Q105   26,981,254 111,682 SH   SOLE   111,682 0 0
APPLE INC COM 037833100   812,063 6,250 SH   SOLE   6,250 0 0
APTARGROUP INC COM 038336103   35,743,500 325,000 SH   SOLE   325,000 0 0
BARRICK GOLD CORPORATION COM 067901108   3,612,954 210,300 SH   SOLE   210,300 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   937,422 2 SH   SOLE   2 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,919,814 6,215 SH   SOLE   6,215 0 0
BOOKING HLDGS INC COM 09857L108   8,061,120 4,000 SH   SOLE   4,000 0 0
BOWLERO CORP CL A COM 10258P102   6,599,458 489,574 SH   SOLE   489,574 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   37,214,369 277,450 SH   SOLE   277,450 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107   37,091,309 1,178,999 SH   SOLE   1,178,999 0 0
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105   10,233,728 356,949 SH   SOLE   356,949 0 0
BROWN & BROWN INC COM 115236101   19,794,227 347,450 SH   SOLE   347,450 0 0
BROWN FORMAN CORP CL B 115637209   356,314 5,425 SH   SOLE   5,425 0 0
CDW CORP COM 12514G108   6,669,963 37,350 SH   SOLE   37,350 0 0
CME GROUP INC COM 12572Q105   8,811,584 52,400 SH   SOLE   52,400 0 0
CANADIAN NATL RY CO COM 136375102   1,188,800 10,000 SH   SOLE   10,000 0 0
CHEMED CORP NEW COM 16359R103   57,472,376 112,596 SH   SOLE   112,596 0 0
CHESAPEAKE ENERGY CORP COM 165167735   35,039,581 371,300 SH   SOLE   371,300 0 0
CHEVRON CORP NEW COM 166764100   67,159,055 374,166 SH   SOLE   374,166 0 0
COPART INC COM 217204106   52,554,159 863,100 SH   SOLE   863,100 0 0
DEERE & CO COM 244199105   235,818 550 SH   SOLE   550 0 0
DEVON ENERGY CORP NEW COM 25179M103   1,242,502 20,200 SH   SOLE   20,200 0 0
DIGITALBRIDGE GROUP INC CL A COM 25401T603   4,828,271 441,341 SH   SOLE   441,341 0 0
ELECTRONIC ARTS INC COM 285512109   1,466,160 12,000 SH   SOLE   12,000 0 0
EQUINIX INC COM 29444U700   52,160,039 79,630 SH   SOLE   79,630 0 0
F&G ANNUITIES & LIFE INC COMMON STOCK 30190A104   1,806,583 90,284 SH   SOLE   90,284 0 0
EXXON MOBIL CORP COM 30231G102   11,664,225 105,750 SH   SOLE   105,750 0 0
FASTENAL CO COM 311900104   14,290,640 302,000 SH   SOLE   302,000 0 0
FEDEX CORP COM 31428X106   536,920 3,100 SH   SOLE   3,100 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303   32,840,379 872,950 SH   SOLE   872,950 0 0
FIRST HORIZON NATL CORP COM 320517105   8,293,250 338,500 SH   SOLE   338,500 0 0
FIRSTSERVICE CORP NEW COM 33767E202   919,125 7,500 SH   SOLE   7,500 0 0
FRANCO NEVADA CORP COM 351858105   16,567,307 121,390 SH   SOLE   121,390 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104   7,333,690 250,896 SH   SOLE   250,896 0 0
GENTEX CORP COM 371901109   5,421,276 198,800 SH   SOLE   198,800 0 0
GENUINE PARTS CO COM 372460105   33,157,761 191,100 SH   SOLE   191,100 0 0
GRACO INC COM 384109104   230,298 3,424 SH   SOLE   3,424 0 0
GREEN PLAINS INC COM 393222104   2,284,328 74,896 SH   SOLE   74,896 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   2,000,993 29,250 SH   SOLE   29,250 0 0
HAEMONETICS CORP COM 405024100   14,471,600 184,000 SH   SOLE   184,000 0 0
HEICO CORP NEW CL A 422806208   57,108,165 476,497 SH   SOLE   476,497 0 0
HENRY JACK & ASSOC INC COM 426281101   29,555,526 168,350 SH   SOLE   168,350 0 0
HINGHAM INSTN SVGS MASS COM 433323102   9,382,640 34,000 SH   SOLE   34,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   12,762,196 124,400 SH   SOLE   124,400 0 0
INTERNATIONAL MNY EXPRESS IN COM 46005L101   1,742,455 71,500 SH   SOLE   71,500 0 0
IQVIA HLDGS INC COM 46266C105   31,392,221 153,215 SH   SOLE   153,215 0 0
JOHNSON & JOHNSON COM 478160104   576,409 3,263 SH   SOLE   3,263 0 0
KROGER CO COM 501044101   356,640 8,000 SH   SOLE   8,000 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854   4,782,400 80,000 SH   SOLE   80,000 0 0
LISTED FD TR HORIZON KINETICS 53656F623   440,720 14,000 SH   SOLE   14,000 0 0
LOCKHEED MARTIN CORP COM 539830109   44,392,213 91,250 SH   SOLE   91,250 0 0
LOWES COS INC COM 548661107   55,209,404 277,100 SH   SOLE   277,100 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103   3,923,262 21,400 SH   SOLE   21,400 0 0
MARKEL CORP COM 570535104   7,094,684 5,385 SH   SOLE   5,385 0 0
MASCO CORP COM 574599106   1,302,093 27,900 SH   SOLE   27,900 0 0
MASTERCARD INC CL A 57636Q104   83,567,865 240,324 SH   SOLE   240,324 0 0
MICROSOFT CORP COM 594918104   76,297,774 318,146 SH   SOLE   318,146 0 0
MIRION TECHNOLOGIES INC COM CL A 60471A101   9,848,900 1,490,000 SH   SOLE   1,490,000 0 0
MONDELEZ INTL INC CL A 609207105   506,540 7,600 SH   SOLE   7,600 0 0
MOODYS CORP COM 615369105   35,308,120 126,725 SH   SOLE   126,725 0 0
NEWMONT CORP COM 651639106   1,416,000 30,000 SH   SOLE   30,000 0 0
NORFOLK SOUTHERN CORP COM 655844108   334,885 1,359 SH   SOLE   1,359 0 0
NVIDIA CORP COM 67066G104   18,267,500 125,000 SH   SOLE   125,000 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107   43,045,530 51,000 SH   SOLE   51,000 0 0
OTIS WORLDWIDE CORP COM 68902V107   7,596,070 97,000 SH   SOLE   97,000 0 0
PAN AMERN SILVER CORP COM 697900108   923,210 56,500 SH   SOLE   56,500 0 0
PAYCHEX INC COM 704326107   217,137 1,879 SH   SOLE   1,879 0 0
PAYPAL HLDGS INC COM 70450Y103   569,760 8,000 SH   SOLE   8,000 0 0
PERMIAN BASIN RTY TR UNIT BEN INT 714236106   2,315,704 91,893 SH   SOLE   91,893 0 0
PIONEER NAT RES CO COM 723787107   65,401,760 286,360 SH   SOLE   286,360 0 0
POLARIS INC COM 731068102   14,200,600 140,600 SH   SOLE   140,600 0 0
PULTE GROUP INC COM 745867101   252,692 5,550 SH   SOLE   5,550 0 0
PURPLE INNOVATION INC COM 74640Y106   7,946,562 1,658,990 SH   SOLE   1,658,990 0 0
QUEST DIAGNOSTICS INC COM 74834L100   15,028,565 96,066 SH   SOLE   96,066 0 0
RH COM 74967X103   38,922,903 145,675 SH   SOLE   145,675 0 0
RADIUS GLOBAL INFRASTRCTRE I COM CL A 750481103   2,221,285 187,926 SH   SOLE   187,926 0 0
REGENERON PHARMACEUTICALS COM 75886F107   523,080 725 SH   SOLE   725 0 0
ROPER TECHNOLOGIES INC COM 776696106   40,270,788 93,200 SH   SOLE   93,200 0 0
ROSS STORES INC COM 778296103   858,918 7,400 SH   SOLE   7,400 0 0
S&P GLOBAL INC COM 78409V104   44,145,092 131,800 SH   SOLE   131,800 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   21,303,560 76,000 SH   SOLE   76,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107   4,299,356 25,344 SH   SOLE   25,344 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   22,125,500 425,000 SH   SOLE   425,000 0 0
SPDR SER TR S&P OILGAS EXP 78468R556   298,936 2,200 SH   SOLE   2,200 0 0
ST JOE CO COM 790148100   5,859,340 151,600 SH   SOLE   151,600 0 0
SCHLUMBERGER LTD COM STK 806857108   18,908,802 353,700 SH   SOLE   353,700 0 0
SHOPIFY INC CL A 82509L107   324,539 9,350 SH   SOLE   9,350 0 0
SITIME CORP COM 82982T106   6,097,200 60,000 SH   SOLE   60,000 0 0
SMITH A O CORP COM 831865209   17,465,813 305,133 SH   SOLE   305,133 0 0
STRYKER CORP COM 863667101   584,820 2,392 SH   SOLE   2,392 0 0
TJX COS INC NEW COM 872540109   24,274,020 304,950 SH   SOLE   304,950 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   1,564,290 21,000 SH   SOLE   21,000 0 0
TEXAS INSTRS INC COM 882508104   88,747,923 537,150 SH   SOLE   537,150 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102   153,992,469 65,690 SH   SOLE   65,690 0 0
THOR INDS INC COM 885160101   11,738,695 155,500 SH   SOLE   155,500 0 0
TRACTOR SUPPLY CO COM 892356106   17,885,115 79,500 SH   SOLE   79,500 0 0
TRUIST FINL CORP COM 89832Q109   33,223,248 772,095 SH   SOLE   772,095 0 0
TYLER TECHNOLOGIES INC COM 902252105   1,411,189 4,377 SH   SOLE   4,377 0 0
UNITED PARCEL SERVICE INC CL B 911312106   21,987,631 126,482 SH   SOLE   126,482 0 0
VALVOLINE INC COM 92047W101   36,776,862 1,126,397 SH   SOLE   1,126,397 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106   520,179 18,150 SH   SOLE   18,150 0 0
VANECK VECTORS ETF TR JUNIOR GOLD MINE 92189F791   249,550 7,000 SH   SOLE   7,000 0 0
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827   2,313,731 30,735 SH   SOLE   30,735 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   698,511 17,920 SH   SOLE   17,920 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   577,560 2,000 SH   SOLE   2,000 0 0
VISA INC COM CL A 92826C839   280,476 1,350 SH   SOLE   1,350 0 0
VONTIER CORPORATION COM 928881101   11,458,863 592,802 SH   SOLE   592,802 0 0
WALMART INC COM 931142103   290,670 2,050 SH   SOLE   2,050 0 0
WATERS CORP COM 941848103   205,548 600 SH   SOLE   600 0 0
WATSCO INC COM 942622200   5,985,600 24,000 SH   SOLE   24,000 0 0
WINMARK CORP COM 974250102   5,589,171 23,700 SH   SOLE   23,700 0 0
WORKDAY INC CL A 98138H101   259,362 1,550 SH   SOLE   1,550 0 0
YETI HLDGS INC COM 98585X104   6,605,469 159,900 SH   SOLE   159,900 0 0