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
ALLEGION PLC ORD SHS G0176J109 10,953,120 76,000 SH SOLE 76,000 0 0
ACCENTURE PLC IRELAND SHS CL A G1151C101 74,408,666 248,950 SH SOLE 248,950 0 0
BROOKFIELD WEALTH SOL LTD CL A EXCHANGEAB G17434104 5,234,002 84,720 SH SOLE 84,720 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 49,262,136 531,300 SH SOLE 531,300 0 0
EATON CORP PLC SHS G29183103 6,668,930 18,681 SH SOLE 18,681 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 2,531,340 184,500 SH SOLE 184,500 0 0
SAPIENS INTL CORP N V SHS G7T16G103 1,651,221 56,452 SH SOLE 56,452 0 0
SHARKNINJA INC COM SHS G8068L108 8,978,393 90,700 SH SOLE 90,700 0 0
STONECO LTD COM CL A G85158106 4,430,248 276,200 SH SOLE 276,200 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 590,345 3,500 SH SOLE 3,500 0 0
ALCON INC ORD SHS H01301128 15,226,799 172,483 SH SOLE 172,483 0 0
CHUBB LIMITED COM H1467J104 57,958,486 200,050 SH SOLE 200,050 0 0
STEVANATO GROUP S P A ORD SHS T9224W109 3,085,045 126,281 SH SOLE 126,281 0 0
KAROOOOO LTD ORD SHS Y4600W108 2,966,523 60,566 SH SOLE 60,566 0 0
API GROUP CORP COM STK 00187Y100 106,347,819 2,083,209 SH SOLE 2,083,209 0 0
ANSYS INC COM 03662Q105 38,943,976 110,882 SH SOLE 110,882 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 3,161,005 22,281 SH SOLE 22,281 0 0
APPLE INC COM 037833100 1,518,258 7,400 SH SOLE 7,400 0 0
APTARGROUP INC COM 038336103 42,236,100 270,000 SH SOLE 270,000 0 0
ATLANTA BRAVES HLDGS INC COM SER C 047726302 25,361,687 542,264 SH SOLE 542,264 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 12,670,320 78,000 SH SOLE 78,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,717,197 3,535 SH SOLE 3,535 0 0
BLACKLINE INC COM 09239B109 33,405,800 590,000 SH SOLE 590,000 0 0
BOOKING HLDGS INC COM 09857L108 23,156,960 4,000 SH SOLE 4,000 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 60,113,471 247,350 SH SOLE 247,350 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107 21,424,531 346,395 SH SOLE 346,395 0 0
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105 402,162 7,275 SH SOLE 7,275 0 0
BROWN & BROWN INC COM 115236101 57,558,161 519,150 SH SOLE 519,150 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 7,864,906 67,400 SH SOLE 67,400 0 0
CDW CORP COM 12514G108 42,549,068 238,250 SH SOLE 238,250 0 0
CAPITAL ONE FINL CORP COM 14040H105 202,122 950 SH SOLE 950 0 0
CARLISLE COS INC COM 142339100 33,606,000 90,000 SH SOLE 90,000 0 0
CHEMED CORP NEW COM 16359R103 68,074,762 139,804 SH SOLE 139,804 0 0
EXPAND ENERGY CORPORATION COM 165167735 43,316,915 370,420 SH SOLE 370,420 0 0
CHEVRON CORP NEW COM 166764100 39,845,052 278,267 SH SOLE 278,267 0 0
COMFORT SYS USA INC COM 199908104 3,538,986 6,600 SH SOLE 6,600 0 0
COMPANHIA DE SANEAMENTO BASI SPONSORED ADR 20441A102 2,284,880 104,000 SH SOLE 104,000 0 0
CONOCOPHILLIPS COM 20825C104 5,079,284 56,600 SH SOLE 56,600 0 0
COPART INC COM 217204106 57,058,596 1,162,800 SH SOLE 1,162,800 0 0
DEERE & CO COM 244199105 279,670 550 SH SOLE 550 0 0
DIAMONDBACK ENERGY INC COM 25278X109 39,887,220 290,300 SH SOLE 290,300 0 0
DIGITALBRIDGE GROUP INC CL A COM 25401T603 5,626,539 543,627 SH SOLE 543,627 0 0
EMERSON ELEC CO COM 291011104 266,660 2,000 SH SOLE 2,000 0 0
EQUINIX INC COM 29444U700 322,165 405 SH SOLE 405 0 0
F&G ANNUITIES & LIFE INC COMMON STOCK 30190A104 3,082,360 96,384 SH SOLE 96,384 0 0
EXXON MOBIL CORP COM 30231G102 11,506,033 106,735 SH SOLE 106,735 0 0
FASTENAL CO COM 311900104 46,771,200 1,113,600 SH SOLE 1,113,600 0 0
FEDEX CORP COM 31428X106 431,889 1,900 SH SOLE 1,900 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 37,279,900 665,000 SH SOLE 665,000 0 0
FIRSTSERVICE CORP NEW COM 33767E202 1,309,650 7,500 SH SOLE 7,500 0 0
FRANCO NEVADA CORP COM 351858105 20,768,664 126,700 SH SOLE 126,700 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 10,633,032 210,722 SH SOLE 210,722 0 0
GENERAL DYNAMICS CORP COM 369550108 232,745 798 SH SOLE 798 0 0
GENUINE PARTS CO COM 372460105 49,039,568 404,250 SH SOLE 404,250 0 0
GRACO INC COM 384109104 294,361 3,424 SH SOLE 3,424 0 0
HDFC BANK LTD SPONSORED ADR 40415F101 3,837,334 50,050 SH SOLE 50,050 0 0
HAEMONETICS CORP COM 405024100 27,792,225 372,500 SH SOLE 372,500 0 0
HEICO CORP NEW CL A 422806208 117,914,963 455,710 SH SOLE 455,710 0 0
HENRY JACK & ASSOC INC COM 426281101 4,558,301 25,300 SH SOLE 25,300 0 0
HINGHAM INSTN SVGS MASS COM 433323102 20,137,956 81,087 SH SOLE 81,087 0 0
HOWMET AEROSPACE INC COM 443201108 2,140,495 11,500 SH SOLE 11,500 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 16,695,770 91,000 SH SOLE 91,000 0 0
IQVIA HLDGS INC COM 46266C105 17,380,601 110,290 SH SOLE 110,290 0 0
JOHNSON & JOHNSON COM 478160104 376,223 2,463 SH SOLE 2,463 0 0
KROGER CO COM 501044101 265,401 3,700 SH SOLE 3,700 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 32,853,769 130,975 SH SOLE 130,975 0 0
LANDBRIDGE COMPANY LLC CL A 514952100 35,119,163 519,668 SH SOLE 519,668 0 0
DISTRIBUTION SOLUTIONS GRP I COM 520776105 9,076,747 330,424 SH SOLE 330,424 0 0
LISTED FD TR HORIZON KINETICS 53656F623 801,230 19,000 SH SOLE 19,000 0 0
LOCKHEED MARTIN CORP COM 539830109 37,977,480 82,000 SH SOLE 82,000 0 0
LOWES COS INC COM 548661107 59,660,843 268,900 SH SOLE 268,900 0 0
MASCO CORP COM 574599106 3,861,600 60,000 SH SOLE 60,000 0 0
MASTERCARD INC CL A 57636Q104 130,692,634 232,574 SH SOLE 232,574 0 0
MICROSOFT CORP COM 594918104 1,514,613 3,045 SH SOLE 3,045 0 0
MIRION TECHNOLOGIES INC COM CL A 60471A101 20,546,079 954,300 SH SOLE 954,300 0 0
MOODYS CORP COM 615369105 59,287,938 118,200 SH SOLE 118,200 0 0
NORFOLK SOUTHERN CORP COM 655844108 347,863 1,359 SH SOLE 1,359 0 0
NVIDIA CORP COM 67066G104 100,302,321 634,865 SH SOLE 634,865 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 68,949,450 765,000 SH SOLE 765,000 0 0
OCCIDENTAL PETE CORP COM 674599105 17,591,688 418,750 SH SOLE 418,750 0 0
PAN AMERN SILVER CORP COM 697900108 1,647,200 58,000 SH SOLE 58,000 0 0
PAYCHEX INC COM 704326107 273,319 1,879 SH SOLE 1,879 0 0
PERMIAN BASIN RTY TR UNIT BEN INT 714236106 18,019,883 1,449,709 SH SOLE 1,449,709 0 0
PULTE GROUP INC COM 745867101 463,813 4,398 SH SOLE 4,398 0 0
QUALCOMM INC COM 747525103 212,134 1,332 SH SOLE 1,332 0 0
QUEST DIAGNOSTICS INC COM 74834L100 17,226,517 95,900 SH SOLE 95,900 0 0
RAMBUS INC DEL COM 750917106 24,349,175 380,337 SH SOLE 380,337 0 0
REGENERON PHARMACEUTICALS COM 75886F107 511,875 975 SH SOLE 975 0 0
ROPER TECHNOLOGIES INC COM 776696106 96,192,748 169,700 SH SOLE 169,700 0 0
ROSS STORES INC COM 778296103 599,626 4,700 SH SOLE 4,700 0 0
S&P GLOBAL INC COM 78409V104 85,710,990 162,550 SH SOLE 162,550 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 64,346,160 274,000 SH SOLE 274,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 7,420,782 24,344 SH SOLE 24,344 0 0
ST JOE CO COM 790148100 15,998,580 335,400 SH SOLE 335,400 0 0
SCHLUMBERGER LTD COM STK 806857108 15,152,540 448,300 SH SOLE 448,300 0 0
SHOPIFY INC CL A 82509L107 709,403 6,150 SH SOLE 6,150 0 0
SILICON LABORATORIES INC COM 826919102 28,409,534 192,790 SH SOLE 192,790 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 16,537,400 220,000 SH SOLE 220,000 0 0
SIMPLY GOOD FOODS CO COM 82900L102 13,800,723 436,870 SH SOLE 436,870 0 0
SMITH A O CORP COM 831865209 38,708,135 590,333 SH SOLE 590,333 0 0
STRYKER CORP COM 863667101 751,697 1,900 SH SOLE 1,900 0 0
TD SYNNEX CORPORATION COM 87162W100 23,001,150 169,500 SH SOLE 169,500 0 0
TJX COS INC NEW COM 872540109 32,508,743 263,250 SH SOLE 263,250 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 32,693,832 144,350 SH SOLE 144,350 0 0
TEXAS INSTRS INC COM 882508104 101,505,418 488,900 SH SOLE 488,900 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102 162,718,921 154,033 SH SOLE 154,033 0 0
3M CO COM 88579Y101 304,480 2,000 SH SOLE 2,000 0 0
TRACTOR SUPPLY CO COM 892356106 20,976,075 397,500 SH SOLE 397,500 0 0
TRUIST FINL CORP COM 89832Q109 36,159,964 841,125 SH SOLE 841,125 0 0
ULTA BEAUTY INC COM 90384S303 759,740 1,624 SH SOLE 1,624 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 970,919 18,650 SH SOLE 18,650 0 0
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1,243,460 15,800 SH SOLE 15,800 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 618,697 12,509 SH SOLE 12,509 0 0
VERISIGN INC COM 92343E102 11,696,400 40,500 SH SOLE 40,500 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 445,200 1,000 SH SOLE 1,000 0 0
VISA INC COM CL A 92826C839 521,924 1,470 SH SOLE 1,470 0 0
WALMART INC COM 931142103 298,229 3,050 SH SOLE 3,050 0 0
WATSCO INC COM 942622200 52,994,400 120,000 SH SOLE 120,000 0 0
WESTERN UN CO COM 959802109 10,735,500 1,275,000 SH SOLE 1,275,000 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 24,515,400 273,000 SH SOLE 273,000 0 0
WINMARK CORP COM 974250102 10,044,426 26,600 SH SOLE 26,600 0 0
XPEL INC COM 98379L100 31,268,864 870,999 SH SOLE 870,999 0 0
YETI HLDGS INC COM 98585X104 11,191,806 355,070 SH SOLE 355,070 0 0
ZOETIS INC CL A 98978V103 28,071,000 180,000 SH SOLE 180,000 0 0