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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100 BBG001S5N9M6 352,865 3,214 SH   SOLE   0 0 3,214
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 266,573 999 SH   SOLE   0 0 999
ADOBE SYSTEMS INCORPORATED COM 00724F101 BBG001S5NCQ5 415,278 1,234 SH   SOLE   0 0 1,234
AGNICO EAGLE MINES LTD COM 008474108 BBG001S77MK3 692,091 13,312 SH   SOLE   0 0 13,312
AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 782,056 2,537 SH   SOLE   0 0 2,537
AIRBNB INC COM CL A 009066101 BBG001Y2XS16 200,498 2,345 SH   SOLE   0 0 2,345
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 253,044 2,868 SH   SOLE   0 0 2,868
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 5,056,457 56,987 SH   SOLE   0 0 56,987
ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 593,223 12,978 SH   SOLE   0 0 12,978
AMAZON COM INC COM 023135106 BBG001S5PQL7 750,204 8,931 SH   SOLE   0 0 8,931
AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 2,665,115 18,038 SH   SOLE   0 0 18,038
AMERICAN TOWER CORP NEW COM 03027X100 BBG001S5NPQ6 1,765,853 8,335 SH   SOLE   0 0 8,335
AMERICAN WOODMARK CORPORATIO COM 030506109 BBG001S5NQ57 402,460 8,237 SH   SOLE   0 0 8,237
ANALOG DEVICES INC COM 032654105 BBG001S5ND38 3,333,090 20,320 SH   SOLE   0 0 20,320
AON PLC SHS CL A G0403H108 BBG00SSQFPR9 1,757,920 5,857 SH   SOLE   0 0 5,857
APPLE INC COM 037833100 BBG001S5N8V8 2,799,147 21,543 SH   SOLE   0 0 21,543
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 836,592 8,591 SH   SOLE   0 0 8,591
ARISTA NETWORKS INC COM 040413106 BBG001T51KQ0 2,494,471 20,556 SH   SOLE   0 0 20,556
ARMSTRONG WORLD INDS INC NEW COM 04247X102 BBG001SGL0H9 1,734,504 25,288 SH   SOLE   0 0 25,288
AST SPACEMOBILE INC COM CL A 00217D100 BBG00Q402TS1 106,700 22,137 SH   SOLE   0 0 22,137
AUTODESK INC COM 052769106 BBG001S5SCD4 261,244 1,398 SH   SOLE   0 0 1,398
BARRICK GOLD CORP COM 067901108 BBG001S5N9P3 420,566 24,480 SH   SOLE   0 0 24,480
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 5,738,744 18,578 SH   SOLE   0 0 18,578
BLACK KNIGHT INC COM 09215C105 BBG00GX77ML3 905,502 14,664 SH   SOLE   0 0 14,664
BLACKROCK INC COM 09247X101 BBG001SDBP55 1,120,344 1,581 SH   SOLE   0 0 1,581
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 2,952,385 1,465 SH   SOLE   0 0 1,465
CARMAX INC COM 143130102 BBG001SD9561 2,416,968 39,694 SH   SOLE   0 0 39,694
CDW CORP COM 12514G108 BBG001V18TB6 721,285 4,039 SH   SOLE   0 0 4,039
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 981,272 5,467 SH   SOLE   0 0 5,467
CINCINNATI FINL CORP COM 172062101 BBG001S5PTM0 548,708 5,359 SH   SOLE   0 0 5,359
CISCO SYS INC COM 17275R102 BBG001S6HC62 992,371 20,831 SH   SOLE   0 0 20,831
COCA COLA CO COM 191216100 BBG001S5SMQ8 262,401 4,125 SH   SOLE   0 0 4,125
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 3,206,015 91,679 SH   SOLE   0 0 91,679
CORTEVA INC COM 22052L104 BBG00BN969D0 419,748 7,141 SH   SOLE   0 0 7,141
CROWN CASTLE INC COM 22822V101 BBG001S7W5T3 618,790 4,562 SH   SOLE   0 0 4,562
DIAGEO PLC SPON ADR NEW 25243Q205 BBG001S7V596 648,077 3,637 SH   SOLE   0 0 3,637
DISNEY WALT CO COM 254687106 BBG001S5QHF3 826,707 9,516 SH   SOLE   0 0 9,516
DOMINION ENERGY INC COM 25746U109 BBG001S5QCP3 859,686 14,020 SH   SOLE   0 0 14,020
DUPONT DE NEMOURS INC COM 26614N102 BBG00BN961H3 621,582 9,057 SH   SOLE   0 0 9,057
ENBRIDGE INC COM 29250N105 BBG001S6Q6D7 511,063 13,071 SH   SOLE   0 0 13,071
ENCORE CAP GROUP INC COM 292554102 BBG001SKFPK8 905,778 18,894 SH   SOLE   0 0 18,894
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 BBG001SDHNW4 178,501 15,038 SH   SOLE   0 0 15,038
ENTERPRISE PRODS PARTNERS L COM 293792107 BBG001S9P0Z1 410,887 17,035 SH   SOLE   0 0 17,035
EOG RES INC COM 26875P101 BBG001S5ZB93 390,762 3,017 SH   SOLE   0 0 3,017
EQUITY COMWLTH COM SH BEN INT 294628102 BBG001S5S0L1 434,753 17,411 SH   SOLE   0 0 17,411
FASTENAL CO COM 311900104 BBG001S5R1F7 514,889 10,881 SH   SOLE   0 0 10,881
FIDELITY NATL INFORMATION SV COM 31620M106 BBG001S8SWQ0 625,509 9,219 SH   SOLE   0 0 9,219
FLOOR & DECOR HLDGS INC CL A 339750101 BBG007GJ2F90 2,785,479 40,004 SH   SOLE   0 0 40,004
GARTNER INC COM 366651107 BBG001S5SD60 208,743 621 SH   SOLE   0 0 621
GENERAL DYNAMICS CORP COM 369550108 BBG001S5RHP1 226,524 913 SH   SOLE   0 0 913
INGREDION INC COM 457187102 BBG001SBH4X9 412,089 4,208 SH   SOLE   0 0 4,208
ISHARES TR CORE S&P TTL STK 464287150 BBG001SHTRL5 220,989 2,606 SH   SOLE   0 0 2,606
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 1,080,391 6,116 SH   SOLE   0 0 6,116
LAUDER ESTEE COS INC CL A 518439104 BBG001S8L5H6 9,472,778 38,180 SH   SOLE   0 0 38,180
LILLY ELI & CO COM 532457108 BBG001S5STL8 426,323 1,165 SH   SOLE   0 0 1,165
LOEWS CORP COM 540424108 BBG001S6KQC0 654,366 11,218 SH   SOLE   0 0 11,218
LOWES COS INC COM 548661107 BBG001S5SVL3 738,184 3,705 SH   SOLE   0 0 3,705
MARKEL CORP COM 570535104 BBG001S9ZK95 1,515,114 1,150 SH   SOLE   0 0 1,150
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 486,474 1,399 SH   SOLE   0 0 1,399
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 373,367 4,804 SH   SOLE   0 0 4,804
MERCK & CO INC COM 58933Y105 BBG001S5TC52 1,610,772 14,518 SH   SOLE   0 0 14,518
MICROSOFT CORP COM 594918104 BBG001S5TD05 1,921,995 8,014 SH   SOLE   0 0 8,014
MOELIS & CO CL A 60786M105 BBG001STYX58 1,852,197 48,272 SH   SOLE   0 0 48,272
NETFLIX INC COM 64110L106 BBG001SF6L46 373,908 1,268 SH   SOLE   0 0 1,268
NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 716,836 2,909 SH   SOLE   0 0 2,909
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 222,428 1,522 SH   SOLE   0 0 1,522
NVR INC COM 62944T105 BBG001S5TSM8 2,698,359 585 SH   SOLE   0 0 585
OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 1,314,155 1,557 SH   SOLE   0 0 1,557
PAYCHEX INC COM 704326107 BBG001S5V135 740,162 6,405 SH   SOLE   0 0 6,405
PFIZER INC COM 717081103 BBG001S5V466 894,036 17,448 SH   SOLE   0 0 17,448
PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 450,486 4,451 SH   SOLE   0 0 4,451
PROGRESSIVE CORP COM 743315103 BBG001S5V509 3,211,360 24,758 SH   SOLE   0 0 24,758
RH COM 74967X103 BBG002293Q93 550,411 2,060 SH   SOLE   0 0 2,060
SAFE BULKERS INC COM Y7388L103 BBG001T0ZJ96 38,392 13,193 SH   SOLE   0 0 13,193
SALESFORCE INC COM 79466L302 BBG001SDLP09 241,314 1,820 SH   SOLE   0 0 1,820
SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 3,099,603 37,228 SH   SOLE   0 0 37,228
SERVICENOW INC COM 81762P102 BBG001T4JFC0 288,485 743 SH   SOLE   0 0 743
SHENANDOAH TELECOMMUNICATION COM 82312B106 BBG001SG37M8 321,094 20,220 SH   SOLE   0 0 20,220
SORRENTO THERAPEUTICS INC COM NEW 83587F202 BBG001S6XW51 36,247 40,911 SH   SOLE   0 0 40,911
SPDR SER TR BLOOMBERG 1-3 MO 78468R663 BBG001STKCW9 1,153,437 12,610 SH   SOLE   0 0 12,610
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 BBG001STPPK8 667,826 12,828 SH   SOLE   0 0 12,828
STARBUCKS CORP COM 855244109 BBG001S72KH6 893,197 9,004 SH   SOLE   0 0 9,004
TARGET CORP COM 87612E106 BBG001SC0K41 529,390 3,552 SH   SOLE   0 0 3,552
TEMPUR SEALY INTL INC COM 88023U101 BBG001SH81D4 2,835,933 82,608 SH   SOLE   0 0 82,608
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 845,926 5,120 SH   SOLE   0 0 5,120
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 308,386 560 SH   SOLE   0 0 560
THOR INDS INC COM 885160101 BBG001S5WPH6 2,669,402 35,361 SH   SOLE   0 0 35,361
TJX COS INC NEW COM 872540109 BBG001S5WQ93 207,995 2,613 SH   SOLE   0 0 2,613
TRAVELERS COMPANIES INC COM 89417E109 BBG001S5R103 425,415 2,269 SH   SOLE   0 0 2,269
UNILEVER PLC SPON ADR NEW 904767704 BBG001S5X1K4 578,270 11,485 SH   SOLE   0 0 11,485
UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 712,396 4,098 SH   SOLE   0 0 4,098
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 424,674 801 SH   SOLE   0 0 801
VANGUARD INDEX FDS LARGE CAP ETF 922908637 BBG001SHTTQ6 322,270 1,850 SH   SOLE   0 0 1,850
VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 946,546 24,024 SH   SOLE   0 0 24,024
VISA INC COM CL A 92826C839 BBG001SRCFY3 522,932 2,517 SH   SOLE   0 0 2,517