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
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
ALPHABET INC COM 02079k107 84,303 81,404 SH   SOLE   81,404 0 0
ANALOG DEVICES INC COM 032654105 68,900 802,746 SH   SOLE   802,746 0 0
ARMSTRONG WORLD INDUSTRIES INC COM 04247x102 28,814 494,997 SH   SOLE   494,997 0 0
AXALTA COATING SYSTEMS LTD COM g0750c108 44,875 1,916,079 SH   SOLE   1,916,079 0 0
BANK OF AMERICA CORPORATION CO COM 060505104 271 11,015 SH   SOLE   11,015 0 0
BERKSHIRE HATHAWAY INC DEL CL COM 084670108 118,728 388 SH   SOLE   388 0 0
BERKSHIRE HATHAWAY INC DEL CL COM 084670702 82,818 405,612 SH   SOLE   405,612 0 0
BOOKING HLDGS INC COM 09857l108 131,183 76,162 SH   SOLE   76,162 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 65,669 152,086 SH   SOLE   152,086 0 0
COCA COLA COM COM 191216100 6,645 140,336 SH   SOLE   140,336 0 0
COMCAST CORP NEW CL A COM 20030n101 108,729 3,193,230 SH   SOLE   3,193,230 0 0
CREDIT SUISSE GROUP COM 225401108 152 14,037 SH   SOLE   14,037 0 0
DOLBY LABORATORIES INC COM COM 25659t107 77,595 1,254,775 SH   SOLE   1,254,775 0 0
DOLLAR GENERAL CORPORATION COM 256677105 97,926 906,049 SH   SOLE   906,049 0 0
FLOOR AND DECOR HOLDINGS INC COM 339750101 67,170 2,593,417 SH   SOLE   2,593,417 0 0
HD SUPPLY HOLDINGS INC COM 40416M105 85,063 2,267,150 SH   SOLE   2,267,150 0 0
HEXCEL CORPORATION COM 428291108 57,814 1,008,270 SH   SOLE   1,008,270 0 0
LABORATORY CORP AMER HLDGS COM COM 50540r409 35,817 283,454 SH   SOLE   283,454 0 0
NVR INC COM 62944T105 62,536 25,661 SH   SOLE   25,661 0 0
PATRICK INDUSTRIES INC COM 703343103 296 10,000 SH   SOLE   10,000 0 0
SIEM INDUSTRIES INC COM G81226105 1,060 21,200 SH   SOLE   21,200 0 0
TEMPUR SEALY INTL INC COM COM 88023u101 68,322 1,650,284 SH   SOLE   1,650,284 0 0
US FOODS HOLDING CORPORATION COM 912008109 88,591 2,799,983 SH   SOLE   2,799,983 0 0
WINNEBAGO INDUSTRIES INC COM 974637100 27,087 1,118,852 SH   SOLE   1,118,852 0 0