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
Expires: July 31, 2015
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
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 271,616 510 SH SOLE 510 0 0
CARMAX INC COM 143130102 17,680,438 226,905 SH SOLE 172,973 0 53,932
CARNIVAL CORP UNIT 99/99/9999 143658300 20,139,083 1,031,187 SH SOLE 797,748 0 233,439
CHART INDS INC COM 16115Q308 13,641,299 94,495 SH SOLE 72,516 0 21,979
COMPASS INC CL A 20464U100 11,996,653 1,374,187 SH SOLE 1,067,319 0 306,868
DELTA AIR LINES INC DEL COM NEW 247361702 436,000 10,000 SH Call SOLE 10,000 0 0
EVERUS CONSTR GROUP COM 300426103 11,617,924 313,236 SH SOLE 242,233 0 71,003
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 12,183,302 187,205 SH SOLE 141,897 0 45,308
GENIUS SPORTS LIMITED SHARES CL A G3934V109 10,396,677 1,038,629 SH SOLE 763,259 0 275,370
MADDEN STEVEN LTD COM 556269108 4,677,878 175,596 SH SOLE 143,453 0 32,143
MASTERBRAND INC COMMON STOCK 57638P104 10,010,504 766,501 SH SOLE 593,136 0 173,365
MDU RES GROUP INC COM 552690109 11,996,157 709,412 SH SOLE 547,394 0 162,018
NU HLDGS LTD ORD SHS CL A G6683N103 17,023,775 1,662,478 SH SOLE 1,268,717 0 393,761
ONESPAWORLD HOLDINGS LIMITED COM P73684113 14,916,371 888,408 SH SOLE 676,528 0 211,880
PAYPAL HLDGS INC COM 70450Y103 23,882,675 366,018 SH SOLE 280,283 0 85,735
PUBMATIC INC COM CL A 74467Q103 5,746,803 628,753 SH SOLE 488,013 0 140,740
RH COM 74967X103 6,453,073 27,529 SH SOLE 21,024 0 6,505
SIMON PPTY GROUP INC NEW COM 828806109 10,391,294 62,568 SH SOLE 47,611 0 14,957
SL GREEN RLTY CORP COM 78440X887 21,122,124 366,068 SH SOLE 291,972 0 74,096
SONY GROUP CORP SPONSORED ADR 835699307 17,495,564 689,073 SH SOLE 527,569 0 161,504
SPORTRADAR GROUP AG CLASS A ORD SHS H8088L103 11,222,056 519,059 SH SOLE 381,585 0 137,474
UBER TECHNOLOGIES INC COM 90353T100 27,692,411 380,077 SH SOLE 292,671 0 87,406
WALKER & DUNLOP INC COM 93148P102 8,527,294 99,898 SH SOLE 77,156 0 22,742