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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACADIA HEALTHCARE COMPANY IN COM 00404A109   32,955,520 416,000 SH   SOLE   416,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   42,639,466 101,397 SH   SOLE   101,397 0 0
BIO RAD LABS INC CL A 090572207   38,617,423 111,653 SH   SOLE   111,653 0 0
BOYD GAMING CORP COM 103304101   31,113,150 462,168 SH   SOLE   462,168 0 0
CANNAE HLDGS INC COM 13765N107   54,666,498 2,458,026 SH   SOLE   2,458,026 0 0
CENTENE CORP DEL COM 15135B101   20,667,473 263,347 SH   SOLE   263,347 0 0
CHURCHILL DOWNS INC COM 171484108   84,154,703 680,038 SH   SOLE   680,038 0 0
COPART INC COM 217204106   28,879,839 498,616 SH   SOLE   498,616 0 0
EBAY INC. COM 278642103   21,993,109 416,694 SH   SOLE   416,694 0 0
EVERCORE INC CLASS A 29977A105   23,196,310 120,444 SH   SOLE   120,444 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   60,161,389 811,019 SH   SOLE   811,019 0 0
FISERV INC COM 337738108   51,901,225 324,748 SH   SOLE   324,748 0 0
FTI CONSULTING INC COM 302941109   30,489,947 144,990 SH   SOLE   144,990 0 0
GENTEX CORP COM 371901109   30,620,586 847,746 SH   SOLE   847,746 0 0
ICU MED INC COM 44930G107   20,759,766 193,438 SH   SOLE   193,438 0 0
LAUREATE EDUCATION INC COMMON STOCK 518613203   22,898,358 1,571,610 SH   SOLE   1,571,610 0 0
MANNKIND CORP COM NEW 56400P706   45,660,398 10,079,558 SH   SOLE   10,079,558 0 0
MARTIN MARIETTA MATLS INC COM 573284106   73,429,680 119,604 SH   SOLE   119,604 0 0
MASTERCARD INCORPORATED CL A 57636Q104   42,626,650 88,516 SH   SOLE   88,516 0 0
MSC INDL DIRECT INC CL A 553530106   351,091 3,618 SH   SOLE   3,618 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   22,587,760 20,009 SH   SOLE   20,009 0 0
PRICESMART INC COM 741511109   24,596,964 292,821 SH   SOLE   292,821 0 0
PRIMO WATER CORPORATION COM 74167P108   53,854,363 2,957,406 SH   SOLE   2,957,406 0 0
RB GLOBAL INC COM 74935Q107   30,278,946 397,518 SH   SOLE   397,518 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   33,294,009 144,933 SH   SOLE   144,933 0 0
VALMONT INDS INC COM 920253101   16,221,805 71,061 SH   SOLE   71,061 0 0
VERISIGN INC COM 92343E102   16,866,390 89,000 SH   SOLE   89,000 0 0
WEBSTER FINL CORP COM 947890109   26,724,719 526,388 SH   SOLE   526,388 0 0