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   35,453,113 461,990 SH   SOLE NONE 339,448 122,542 0
Heico Corp new Cl A 422806208   59,593,620 418,377 SH   SOLE NONE 305,082 113,295 0
Iridium Communications Inc. COM 46269C102   109,330,303 2,656,227 SH   SOLE NONE 1,955,938 700,289 0
Polaris Inc. COM 731068102   20,976,202 221,338 SH   SOLE NONE 161,132 60,206 0
Stericycle Inc. COM 858912108   34,219,148 690,459 SH   SOLE NONE 504,796 185,663 0