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 13,884,764 28,583 SH SOLE 28,583 0 0
BOYD GAMING CORP COM 103304101 30,506,258 389,956 SH SOLE 389,956 0 0
CANNAE HLDGS INC COM 13765N107 37,330,257 1,790,420 SH SOLE 1,790,420 0 0
CHURCHILL DOWNS INC COM 171484108 44,808,953 443,653 SH SOLE 443,653 0 0
COPART INC COM 217204106 12,097,129 246,528 SH SOLE 246,528 0 0
DELL TECHNOLOGIES INC CL C 24703L202 28,245,324 230,386 SH SOLE 230,386 0 0
EBAY INC. COM 278642103 15,100,116 202,795 SH SOLE 202,795 0 0
EVERCORE INC CLASS A 29977A105 11,043,548 40,899 SH SOLE 40,899 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 30,468,344 374,258 SH SOLE 374,258 0 0
FISERV INC COM 337738108 35,129,572 203,756 SH SOLE 203,756 0 0
FTI CONSULTING INC COM 302941109 15,775,159 97,679 SH SOLE 97,679 0 0
GENERAC HLDGS INC COM 368736104 24,946,180 174,193 SH SOLE 174,193 0 0
GENTEX CORP COM 371901109 10,612,748 482,617 SH SOLE 482,617 0 0
ICU MED INC COM 44930G107 22,247,717 168,352 SH SOLE 168,352 0 0
LANTHEUS HLDGS INC COM 516544103 28,196,186 344,444 SH SOLE 344,444 0 0
LAUREATE EDUCATION INC COMMON STOCK 518613203 17,885,092 764,974 SH SOLE 764,974 0 0
MANNKIND CORP COM NEW 56400P706 26,223,066 7,011,515 SH SOLE 7,011,515 0 0
MARTIN MARIETTA MATLS INC COM 573284106 49,840,627 90,791 SH SOLE 90,791 0 0
MASTERCARD INCORPORATED CL A 57636Q104 10,191,344 18,136 SH SOLE 18,136 0 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113 17,613,534 863,832 SH SOLE 863,832 0 0
PRICESMART INC COM 741511109 22,517,005 214,366 SH SOLE 214,366 0 0
PRIMO BRANDS CORPORATION CLASS A COM SHS 741623102 36,377,299 1,228,133 SH SOLE 1,228,133 0 0
QIAGEN NV COM SHS N72482206 14,807,286 308,100 SH SOLE 308,100 0 0
RB GLOBAL INC COM 74935Q107 32,295,246 304,127 SH SOLE 304,127 0 0
SIX FLAGS ENTERTAINMENT CORP COM 83001C108 31,821,807 1,045,738 SH SOLE 1,045,738 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 19,404,746 67,530 SH SOLE 67,530 0 0
VALMONT INDS INC COM 920253101 16,373,240 50,137 SH SOLE 50,137 0 0
WEBSTER FINL CORP COM 947890109 18,601,456 340,686 SH SOLE 340,686 0 0