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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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   4,002,375 37,500 SH   SOLE   37,500 0 0
ACCENTURE PLC IRELAND SHS CL A G1151C101   65,507,652 229,200 SH   SOLE   229,200 0 0
BROOKFIELD REINS LTD CL A EXCH LT VTG G16250105   2,843,536 86,220 SH   SOLE   86,220 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104   30,186,900 510,000 SH   SOLE   510,000 0 0
EATON CORP PLC SHS G29183103   3,235,071 18,881 SH   SOLE   18,881 0 0
MEDTRONIC PLC SHS G5960L103   25,427,548 315,400 SH   SOLE   315,400 0 0
SAPIENS INTL CORP N V SHS G7T16G103   687,481 31,652 SH   SOLE   31,652 0 0
STONECO LTD COM CL A G85158106   2,375,460 249,000 SH   SOLE   249,000 0 0
ALCON INC ORD SHS H01301128   9,698,051 137,483 SH   SOLE   137,483 0 0
CHUBB LIMITED COM H1467J104   37,039,835 190,750 SH   SOLE   190,750 0 0
TE CONNECTIVITY LTD SHS H84989104   2,288,568 17,450 SH   SOLE   17,450 0 0
ORION ENGINEERED CARBONS S A COM L72967109   3,489,720 133,757 SH   SOLE   133,757 0 0
CORE LABORATORIES N V COM N22717107   7,014,105 318,100 SH   SOLE   318,100 0 0
STEVANATO GROUP S P A ORD SHS T9224W109   2,913,258 112,481 SH   SOLE   112,481 0 0
KAROOOOO LTD ORD SHS Y4600W108   1,096,339 47,256 SH   SOLE   47,256 0 0
AMMO INC COM 00175J107   990,910 503,000 SH   SOLE   503,000 0 0
API GROUP CORP COM STK 00187Y100   46,830,538 2,083,209 SH   SOLE   2,083,209 0 0
ABBVIE INC COM 00287Y109   294,197 1,846 SH   SOLE   1,846 0 0
ADVANCED MICRO DEVICES INC COM 007903107   37,733,850 385,000 SH   SOLE   385,000 0 0
U HAUL HOLDING COMPANY COM SER N 023586506   5,506,470 106,200 SH   SOLE   106,200 0 0
ANSYS INC COM 03662Q105   37,167,770 111,682 SH   SOLE   111,682 0 0
APPLE INC COM 037833100   1,154,300 7,000 SH   SOLE   7,000 0 0
APTARGROUP INC COM 038336103   38,411,750 325,000 SH   SOLE   325,000 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102   5,912,920 83,000 SH   SOLE   83,000 0 0
BARRICK GOLD CORPORATION COM 067901108   655,521 35,300 SH   SOLE   35,300 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   931,200 2 SH   SOLE   2 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,733,744 5,615 SH   SOLE   5,615 0 0
BLACKLINE INC COM 09239B109   28,874,500 430,000 SH   SOLE   430,000 0 0
BOOKING HLDGS INC COM 09857L108   10,609,640 4,000 SH   SOLE   4,000 0 0
BOWLERO CORP CL A COM 10258P102   5,179,479 305,574 SH   SOLE   305,574 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   54,883,137 374,450 SH   SOLE   374,450 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107   15,992,565 490,720 SH   SOLE   490,720 0 0
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105   38,128,092 1,165,284 SH   SOLE   1,165,284 0 0
BROWN & BROWN INC COM 115236101   25,962,453 452,150 SH   SOLE   452,150 0 0
BROWN FORMAN CORP CL B 115637209   348,665 5,425 SH   SOLE   5,425 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   266,340 3,000 SH   SOLE   3,000 0 0
CDW CORP COM 12514G108   10,982,052 56,350 SH   SOLE   56,350 0 0
CME GROUP INC COM 12572Q105   8,120,448 42,400 SH   SOLE   42,400 0 0
CANADIAN NATL RY CO COM 136375102   1,179,700 10,000 SH   SOLE   10,000 0 0
CARLISLE COS INC COM 142339100   18,085,600 80,000 SH   SOLE   80,000 0 0
CHEMED CORP NEW COM 16359R103   60,548,499 112,596 SH   SOLE   112,596 0 0
CHESAPEAKE ENERGY CORP COM 165167735   33,449,996 439,900 SH   SOLE   439,900 0 0
CHEVRON CORP NEW COM 166764100   43,014,850 263,636 SH   SOLE   263,636 0 0
CONOCOPHILLIPS COM 20825C104   10,218,630 103,000 SH   SOLE   103,000 0 0
COPART INC COM 217204106   65,019,045 864,500 SH   SOLE   864,500 0 0
DEERE & CO COM 244199105   227,084 550 SH   SOLE   550 0 0
DEVON ENERGY CORP NEW COM 25179M103   1,153,908 22,800 SH   SOLE   22,800 0 0
DIGITALBRIDGE GROUP INC CL A COM 25401T603   5,555,459 463,341 SH   SOLE   463,341 0 0
ELECTRONIC ARTS INC COM 285512109   481,800 4,000 SH   SOLE   4,000 0 0
EQUINIX INC COM 29444U700   57,236,155 79,380 SH   SOLE   79,380 0 0
F&G ANNUITIES & LIFE INC COMMON STOCK 30190A104   1,612,390 88,984 SH   SOLE   88,984 0 0
EXXON MOBIL CORP COM 30231G102   11,580,096 105,600 SH   SOLE   105,600 0 0
FASTENAL CO COM 311900104   26,268,780 487,000 SH   SOLE   487,000 0 0
FEDEX CORP COM 31428X106   548,376 2,400 SH   SOLE   2,400 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303   29,690,500 850,000 SH   SOLE   850,000 0 0
FIRST WATCH RESTAURANT GROUP COM 33748L101   1,730,610 107,759 SH   SOLE   107,759 0 0
FIRSTSERVICE CORP NEW COM 33767E202   1,057,425 7,500 SH   SOLE   7,500 0 0
FRANCO NEVADA CORP COM 351858105   19,448,262 133,390 SH   SOLE   133,390 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104   9,663,726 280,596 SH   SOLE   280,596 0 0
GENTEX CORP COM 371901109   1,087,564 38,800 SH   SOLE   38,800 0 0
GENUINE PARTS CO COM 372460105   31,972,941 191,100 SH   SOLE   191,100 0 0
GRACO INC COM 384109104   249,986 3,424 SH   SOLE   3,424 0 0
GREEN PLAINS INC COM 393222104   2,721,263 87,811 SH   SOLE   87,811 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   2,643,466 39,650 SH   SOLE   39,650 0 0
HAEMONETICS CORP COM 405024100   13,157,250 159,000 SH   SOLE   159,000 0 0
HEICO CORP NEW CL A 422806208   64,755,942 476,497 SH   SOLE   476,497 0 0
HENRY JACK & ASSOC INC COM 426281101   31,553,232 209,350 SH   SOLE   209,350 0 0
HESS CORP COM 42809h107   1,641,016 12,400 SH   SOLE   12,400 0 0
HINGHAM INSTN SVGS MASS COM 433323102   11,672,000 50,000 SH   SOLE   50,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   11,930,776 114,400 SH   SOLE   114,400 0 0
INTERNATIONAL MNY EXPRESS IN COM 46005L101   1,967,014 76,300 SH   SOLE   76,300 0 0
IQVIA HLDGS INC COM 46266C105   34,520,343 173,565 SH   SOLE   173,565 0 0
JOHNSON & JOHNSON COM 478160104   490,265 3,163 SH   SOLE   3,163 0 0
KROGER CO COM 501044101   394,960 8,000 SH   SOLE   8,000 0 0
LISTED FD TR HORIZON KINETICS 53656F623   431,760 14,000 SH   SOLE   14,000 0 0
LOCKHEED MARTIN CORP COM 539830109   40,772,963 86,250 SH   SOLE   86,250 0 0
LOWES COS INC COM 548661107   55,411,687 277,100 SH   SOLE   277,100 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103   1,247,040 6,400 SH   SOLE   6,400 0 0
MARKEL CORP COM 570535104   7,254,411 5,679 SH   SOLE   5,679 0 0
MASCO CORP COM 574599106   1,625,844 32,700 SH   SOLE   32,700 0 0
MASTERCARD INC CL A 57636Q104   88,426,375 243,324 SH   SOLE   243,324 0 0
MICROSOFT CORP COM 594918104   1,311,765 4,550 SH   SOLE   4,550 0 0
MIRION TECHNOLOGIES INC COM CL A 60471A101   13,365,100 1,565,000 SH   SOLE   1,565,000 0 0
MONDELEZ INTL INC CL A 609207105   529,872 7,600 SH   SOLE   7,600 0 0
MOODYS CORP COM 615369105   40,042,717 130,850 SH   SOLE   130,850 0 0
NORFOLK SOUTHERN CORP COM 655844108   288,108 1,359 SH   SOLE   1,359 0 0
NVIDIA CORP COM 67066G104   22,221,600 80,000 SH   SOLE   80,000 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107   43,297,980 51,000 SH   SOLE   51,000 0 0
OCCIDENTAL PETE CORP COM 674599105   9,364,500 150,000 SH   SOLE   150,000 0 0
OTIS WORLDWIDE CORP COM 68902V107   8,186,800 97,000 SH   SOLE   97,000 0 0
PAN AMERN SILVER CORP COM 697900108   1,028,300 56,500 SH   SOLE   56,500 0 0
PAYCHEX INC COM 704326107   215,315 1,879 SH   SOLE   1,879 0 0
PAYPAL HLDGS INC COM 70450Y103   303,760 4,000 SH   SOLE   4,000 0 0
PERMIAN BASIN RTY TR UNIT BEN INT 714236106   10,735,463 439,978 SH   SOLE   439,978 0 0
PIONEER NAT RES CO COM 723787107   63,428,774 310,560 SH   SOLE   310,560 0 0
POLARIS INC COM 731068102   15,554,578 140,600 SH   SOLE   140,600 0 0
PULTE GROUP INC COM 745867101   271,002 4,650 SH   SOLE   4,650 0 0
PURPLE INNOVATION INC COM 74640Y106   1,768,800 670,000 SH   SOLE   670,000 0 0
QUEST DIAGNOSTICS INC COM 74834L100   13,591,418 96,066 SH   SOLE   96,066 0 0
RH COM 74967X103   50,822,796 208,675 SH   SOLE   208,675 0 0
RADIUS GLOBAL INFRASTRCTRE I COM CL A 750481103   1,103,565 75,226 SH   SOLE   75,226 0 0
REGENERON PHARMACEUTICALS COM 75886F107   595,711 725 SH   SOLE   725 0 0
ROPER TECHNOLOGIES INC COM 776696106   41,072,308 93,200 SH   SOLE   93,200 0 0
ROSS STORES INC COM 778296103   721,684 6,800 SH   SOLE   6,800 0 0
S&P GLOBAL INC COM 78409V104   56,128,556 162,800 SH   SOLE   162,800 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   19,841,320 76,000 SH   SOLE   76,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107   4,643,528 25,344 SH   SOLE   25,344 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   23,999,750 425,000 SH   SOLE   425,000 0 0
SPDR SER TR S&P OILGAS EXP 78468R556   280,698 2,200 SH   SOLE   2,200 0 0
ST JOE CO COM 790148100   8,596,626 206,600 SH   SOLE   206,600 0 0
SCHLUMBERGER LTD COM STK 806857108   17,366,670 353,700 SH   SOLE   353,700 0 0
SHOPIFY INC CL A 82509L107   448,239 9,350 SH   SOLE   9,350 0 0
SITIME CORP COM 82982T106   12,800,700 90,000 SH   SOLE   90,000 0 0
SMITH A O CORP COM 831865209   21,099,947 305,133 SH   SOLE   305,133 0 0
STRYKER CORP COM 863667101   682,844 2,392 SH   SOLE   2,392 0 0
TJX COS INC NEW COM 872540109   23,895,882 304,950 SH   SOLE   304,950 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   1,953,420 21,000 SH   SOLE   21,000 0 0
TEXAS INSTRS INC COM 882508104   99,915,272 537,150 SH   SOLE   537,150 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102   111,569,902 65,590 SH   SOLE   65,590 0 0
THOR INDS INC COM 885160101   12,384,020 155,500 SH   SOLE   155,500 0 0
TRACTOR SUPPLY CO COM 892356106   18,685,680 79,500 SH   SOLE   79,500 0 0
TRUIST FINL CORP COM 89832Q109   34,137,340 1,001,095 SH   SOLE   1,001,095 0 0
TYLER TECHNOLOGIES INC COM 902252105   2,651,643 7,477 SH   SOLE   7,477 0 0
UNITED PARCEL SERVICE INC CL B 911312106   5,137,243 26,482 SH   SOLE   26,482 0 0
VALVOLINE INC COM 92047W101   38,220,761 1,093,897 SH   SOLE   1,093,897 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106   587,153 18,150 SH   SOLE   18,150 0 0
VANECK VECTORS ETF TR JUNIOR GOLD MINE 92189F791   276,500 7,000 SH   SOLE   7,000 0 0
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827   1,965,793 25,700 SH   SOLE   25,700 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   724,265 17,927 SH   SOLE   17,927 0 0
VERRA MOBILITY CORP CL A COM STK 92511U102   8,629,200 510,000 SH   SOLE   510,000 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   630,140 2,000 SH   SOLE   2,000 0 0
VISA INC COM CL A 92826C839   304,371 1,350 SH   SOLE   1,350 0 0
VONTIER CORPORATION COM 928881101   5,759,226 210,652 SH   SOLE   210,652 0 0
WALMART INC COM 931142103   302,273 2,050 SH   SOLE   2,050 0 0
WATSCO INC COM 942622200   7,635,840 24,000 SH   SOLE   24,000 0 0
WHEATON PRECIOUS METALS CORP COM 962879102   8,668,800 180,000 SH   SOLE   180,000 0 0
WINMARK CORP COM 974250102   8,523,438 26,600 SH   SOLE   26,600 0 0
WORKDAY INC CL A 98138H101   320,137 1,550 SH   SOLE   1,550 0 0
YETI HLDGS INC COM 98585X104   8,148,000 203,700 SH   SOLE   203,700 0 0