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
ENHABIT INC COM 29332G102 18,785,505 2,137,145 SH SOLE 2,137,145 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 37,108,119 496,895 SH SOLE 496,895 0 0
FRESHPET INC COM 358039105 61,110,239 734,763 SH SOLE 734,763 0 0
LAMB WESTON HLDGS INC COM 513272104 425,623,206 7,985,426 SH SOLE 7,985,426 0 0
MARKEL GROUP INC COM 570535104 291,700,291 156,022 SH SOLE 156,022 0 0
MERCURY SYS INC COM 589378108 299,112,036 6,941,565 SH SOLE 6,941,565 0 0
RAPID7 INC COM 753422104 108,851,545 4,106,056 SH SOLE 4,106,056 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 302,268,065 540,353 SH SOLE 540,353 0 0
TREEHOUSE FOODS INC COM 89469A104 133,037,636 4,910,950 SH SOLE 4,910,950 0 0
TRIMBLE INC COM 896239100 259,004,153 3,945,227 SH SOLE 3,945,227 0 0