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
ADOBE INC COM 00724F101 880,843 1,529,985 SH   SOLE   1,529,985 0 0
ALARM COM HLDGS INC COM 011642105 154,711 1,978,658 SH   SOLE   1,978,658 0 0
AMERICAN TOWER CORP NEW COM 03027X100 1,859,937 7,007,787 SH   SOLE   7,007,787 0 0
ANSYS INC COM 03662Q105 207,594 609,764 SH   SOLE   609,764 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,778 17,504 SH   SOLE   17,504 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 702,440 13,127,268 SH   SOLE   13,127,268 0 0
CARMAX INC COM 143130102 909,678 7,109,082 SH   SOLE   7,109,082 0 0
COSTAR GROUP INC COM 22160N109 840,204 9,763,000 SH   SOLE   9,763,000 0 0
DANAHER CORP DEL COM 235851102 503,940 1,655,300 SH   SOLE   1,655,300 0 0
DIGITALBRIDGE GROUP INC CL A COM 25401T108 63,344 10,504,800 SH   SOLE   10,504,800 0 0
DOLLAR TREE INC COM 256746108 342,838 3,581,673 SH   SOLE   3,581,673 0 0
GOOSEHEAD INS INC COM CL A 38267D109 44,677 293,366 SH   SOLE   293,366 0 0
KKR & CO L P DEL COM UNITS 48251w104 896,764 14,730,028 SH   SOLE   14,730,028 0 0
MASTERCARD INC CL A 57636Q104 2,036,854 5,858,416 SH   SOLE   5,858,416 0 0
MOODYS CORP COM 615369105 1,995,731 5,620,036 SH   SOLE   5,620,036 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 964,685 1,578,707 SH   SOLE   1,578,707 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 30,140 500,000 SH   SOLE   500,000 0 0
ROPER INDS INC NEW COM 776696106 741,729 1,662,585 SH   SOLE   1,662,585 0 0
SBA COMMUNICATIONS CORP COM 78410G104 638,063 1,930,190 SH   SOLE   1,930,190 0 0
SALESFORCE COM INC COM 79466L302 759,416 2,800,000 SH   SOLE   2,800,000 0 0
THREDUP INC CL A 88556E102 488 22,500 SH   SOLE   22,500 0 0
VERISK ANALYTICS INC CL A 92345Y106 489,511 2,444,255 SH   SOLE   2,444,255 0 0
VISA INC COM CL A 92826C839 1,168,265 5,244,738 SH   SOLE   5,244,738 0 0
AMERICAN TOWER CORP NEW CALL 03027X100 1,725 6,500 SH Call SOLE   6,500 0 0
MASTERCARD INC CALL 57636Q104 3,477 10,000 SH Call SOLE   10,000 0 0