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

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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
Carmax Inc COM 143130102   32,473,558 459,120 SH   SOLE NONE 336,208 122,912 0
Heico Corp new Cl A 422806208   53,525,250 414,218 SH   SOLE NONE 300,540 113,678 0
Iridium Communications Inc. COM 46269C102   111,073,797 2,441,719 SH   SOLE NONE 1,795,180 646,539 0
Polaris Inc. COM 731068102   22,878,829 219,693 SH   SOLE NONE 159,484 60,209 0
Stericycle Inc. COM 858912108   30,778,185 688,396 SH   SOLE NONE 502,176 186,220 0