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
CHURCHILL DOWNS INC COM 171484108 8,477,255 94,570 SH SOLE 94,570 0 0
QIAGEN NV ORD SHARES N72482156 5,666,059 144,912 SH SOLE 144,912 0 0
MARTIN MARIETTA MATLS INC COM 573284106 10,972,871 19,027 SH SOLE 19,027 0 0
BOYD GAMING CORP COM 103304101 5,587,402 63,256 SH SOLE 63,256 0 0
ICU MED INC COM 44930G107 6,665,316 45,466 SH SOLE 45,466 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 5,778,075 10,664 SH SOLE 10,664 0 0
PRICESMART INC COM 741511109 6,226,463 31,875 SH SOLE 31,875 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 9,744,866 45,800 SH SOLE 45,800 0 0
FTI CONSULTING INC COM 302941109 3,852,505 25,854 SH SOLE 25,854 0 0
LAUREATE ED INC COMMON STOCK 518613203 5,157,803 142,010 SH SOLE 142,010 0 0
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 170,860 1,000 SH SOLE 1,000 0 0
EBAY INC. COM 278642103 1,924,559 17,222 SH SOLE 17,222 0 0
GENTEX CORP COM 371901109 3,476,419 137,571 SH SOLE 137,571 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,318,586 6,632 SH SOLE 6,632 0 0
EVERCORE INC CLASS A 29977A105 2,125,464 6,225 SH SOLE 6,225 0 0
VALMONT INDS INC COM 920253101 9,417,768 16,305 SH SOLE 16,305 0 0
POWERLAW CORP COM 738922103 2,087,687 142,213 SH SOLE 142,213 0 0
AZZ INC COM 002474104 4,638,321 29,915 SH SOLE 29,915 0 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113 6,094,418 215,808 SH SOLE 215,808 0 0
STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP 78467Y107 14,922,061 21,216 SH SOLE 21,216 0 0
RB GLOBAL INC COM 74935Q107 9,767,942 83,881 SH SOLE 83,881 0 0
GENERAC HLDGS INC COM 368736104 7,215,424 24,642 SH SOLE 24,642 0 0
DELL TECHNOLOGIES INC CL C 24703L202 13,547,413 31,399 SH SOLE 31,399 0 0