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
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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
ALPHABET INC CAP STK CL C 02079K107 5,246,715 15,398 SH SOLE 15,398 0 0
AMERICAN EXPRESS CO COM 025816109 1,306,414 4,296 SH SOLE 4,296 0 0
AMGEN INC COM 031162100 211,177 501 SH SOLE 501 0 0
ARCH CAP GROUP LTD ORD G0450A105 1,947,226 21,083 SH SOLE 21,083 0 0
ARES CAPITAL CORP COM 04010L103 371,953 19,474 SH SOLE 19,474 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 1,259,111 695 SH SOLE 695 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,231,696 6,490 SH SOLE 6,490 0 0
BLACKROCK ETF TRUST II ISHA FLEX IN ETF 092528603 2,556,718 50,339 SH SOLE 50,339 0 0
BROWN & BROWN INC COM 115236101 3,778,360 62,042 SH SOLE 62,042 0 0
CBRE GROUP INC CL A 12504L109 237,926 1,852 SH SOLE 1,852 0 0
CDW CORP COM 12514G108 3,909,074 30,502 SH SOLE 30,502 0 0
FIRST TR EXCHANGE-TRADED FD WCM INTL EQUITY 33733E732 296,866 15,559 SH SOLE 15,559 0 0
FISERV INC COM 337738108 3,300,851 73,060 SH SOLE 73,060 0 0
GARTNER INC COM 366651107 6,143,379 32,933 SH SOLE 32,933 0 0
HEICO CORP NEW CL A 422806208 2,661,871 11,658 SH SOLE 11,658 0 0
HERCULES CAPITAL INC COM 427096508 2,213,228 131,661 SH SOLE 131,661 0 0
INTUIT COM 461202103 2,589,468 9,392 SH SOLE 9,392 0 0
JOHNSON & JOHNSON COM 478160104 639,347 2,415 SH SOLE 2,415 0 0
LISTED FDS TR HORI KI INFL ETF 53656F623 962,588 19,198 SH SOLE 19,198 0 0
MEDIAALPHA INC CL A 58450V104 3,104,336 324,382 SH SOLE 324,382 0 0
MICROSOFT CORP COM 594918104 3,467,717 6,761 SH SOLE 6,761 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,594,776 6,714 SH SOLE 6,714 0 0
ROPER TECHNOLOGIES INC COM 776696106 4,370,502 12,508 SH SOLE 12,508 0 0
S&P GLOBAL INC COM 78409V104 2,384,571 6,045 SH SOLE 6,045 0 0
SIRIUSXM HOLDINGS INC COMMON STOCK 829933100 326,127 12,602 SH SOLE 12,602 0 0
SIXTH STREET SPECIALTY LENDI COM 83012A109 253,722 14,080 SH SOLE 14,080 0 0
THOR INDS INC COM 885160101 3,580,496 51,816 SH SOLE 51,816 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 311,182 444 SH SOLE 444 0 0
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 2,055,364 35,708 SH SOLE 35,708 0 0
VISA INC COM CL A 92826C839 5,526,129 15,379 SH SOLE 15,379 0 0
WATSCO INC COM 942622200 749,763 2,477 SH SOLE 2,477 0 0
WHITE MTNS INS GROUP LTD COM G9618E107 4,847,279 2,416 SH SOLE 2,416 0 0