The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ADOBE INC | COM | 00724F101 | 362,794 | 1,140,000 | SH | SOLE | 1,140,000 | 0 | 0 | ||
| ALARM COM HLDGS INC | COM | 011642105 | 68,928 | 1,771,470 | SH | SOLE | 1,771,470 | 0 | 0 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 1,533,315 | 7,041,629 | SH | SOLE | 7,041,629 | 0 | 0 | ||
| ANSYS INC | COM | 03662Q105 | 108,948 | 468,656 | SH | SOLE | 468,656 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 8,633 | 47,216 | SH | SOLE | 47,216 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 816 | 3 | SH | SOLE | 3 | 0 | 0 | ||
| BROOKFIELD ASSET MGMT INC | CL A LTD VT SH | 112585104 | 318,334 | 7,194,000 | SH | SOLE | 7,194,000 | 0 | 0 | ||
| CARMAX INC | COM | 143130102 | 440,888 | 8,190,371 | SH | SOLE | 8,190,371 | 0 | 0 | ||
| COLONY CAP INC NEW | CL A COM | 19626G108 | 2,622 | 1,498,382 | SH | SOLE | 1,498,382 | 0 | 0 | ||
| COSTAR GROUP INC | COM | 22160N109 | 257,381 | 438,312 | SH | SOLE | 438,312 | 0 | 0 | ||
| DANAHER CORP DEL | COM | 235851102 | 229,110 | 1,655,300 | SH | SOLE | 1,655,300 | 0 | 0 | ||
| DESCARTES SYS GROUP INC | COM | 249906108 | 7,129 | 207,300 | SH | SOLE | 207,300 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 334,452 | 4,552,230 | SH | SOLE | 4,552,230 | 0 | 0 | ||
| GOOSEHEAD INS INC | COM CL A | 38267D109 | 7,684 | 172,168 | SH | SOLE | 172,168 | 0 | 0 | ||
| KKR & CO L P DEL | COM UNITS | 48251W104 | 332,981 | 14,187,536 | SH | SOLE | 14,187,536 | 0 | 0 | ||
| LAMAR ADVERTISING CO | CL A | 512816109 | 2,489 | 48,530 | SH | SOLE | 48,530 | 0 | 0 | ||
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 249,177 | 5,481,238 | SH | SOLE | 5,481,238 | 0 | 0 | ||
| MARKEL CORP | COM | 570535104 | 461,524 | 497,391 | SH | SOLE | 497,391 | 0 | 0 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 561 | 7,500 | SH | SOLE | 7,500 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 1,397,735 | 5,786,287 | SH | SOLE | 5,786,287 | 0 | 0 | ||
| MOODYS CORP | COM | 615369105 | 1,192,509 | 5,638,341 | SH | SOLE | 5,638,341 | 0 | 0 | ||
| O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 554,827 | 1,842,974 | SH | SOLE | 1,842,974 | 0 | 0 | ||
| OLLIES BARGAIN OUTLT HLDGS I | COM | 681116109 | 23,170 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| PRIMO WTR CORP | COM | 74167P108 | 14,323 | 1,580,878 | SH | SOLE | 1,580,878 | 0 | 0 | ||
| ROPER INDS INC NEW | COM | 776696106 | 531,670 | 1,705,110 | SH | SOLE | 1,705,110 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP | COM | 78410G104 | 665,476 | 2,465,000 | SH | SOLE | 2,465,000 | 0 | 0 | ||
| VERISK ANALYTICS INC | CL A | 92345Y106 | 341,348 | 2,449,047 | SH | SOLE | 2,449,047 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 844,812 | 5,243,370 | SH | SOLE | 5,243,370 | 0 | 0 | ||