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
AMAZON COM INC COM 023135106 267 84 SH   SOLE   0 0 84
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,149 22,003 SH   SOLE   0 0 22,003
ALTRIA GROUP INC COM 02209S103 379 9,106 SH   SOLE   0 0 9,106
INTEL CORP COM 458140100 521 10,082 SH   SOLE   0 0 10,082
DISNEY WALT CO COM 254687106 1,407 7,873 SH   SOLE   0 0 7,873
JOHNSON & JOHNSON COM 478160104 618 3,861 SH   SOLE   0 0 3,861
MEDTRONIC PLC SHS G5960L103 315 2,635 SH   SOLE   0 0 2,635
PFIZER INC COM 717081103 931 25,066 SH   SOLE   0 0 25,066
LOWES COS INC COM 548661107 565 3,421 SH   SOLE   0 0 3,421
CHEVRON CORP NEW COM 166764100 368 4,043 SH   SOLE   0 0 4,043
MICROSOFT CORP COM 594918104 1,390 6,331 SH   SOLE   0 0 6,331
UNITED PARCEL SERVICE INC CL B 911312106 484 3,054 SH   SOLE   0 0 3,054
INGREDION INC COM 457187102 414 5,150 SH   SOLE   0 0 5,150
CISCO SYS INC COM 17275R102 802 17,798 SH   SOLE   0 0 17,798
COCA COLA CO COM 191216100 348 6,810 SH   SOLE   0 0 6,810
VERIZON COMMUNICATIONS INC COM 92343V104 438 7,574 SH   SOLE   0 0 7,574
SCHWAB CHARLES CORP COM 808513105 2,178 36,930 SH   SOLE   0 0 36,930
STARBUCKS CORP COM 855244109 258 2,439 SH   SOLE   0 0 2,439
ANALOG DEVICES INC COM 032654105 2,171 13,852 SH   SOLE   0 0 13,852
EXXON MOBIL CORP COM 30231G102 210 4,627 SH   SOLE   0 0 4,627
UNILEVER PLC SPON ADR NEW 904767704 281 4,645 SH   SOLE   0 0 4,645
TEXAS INSTRS INC COM 882508104 628 3,670 SH   SOLE   0 0 3,670
TARGET CORP COM 87612E106 477 2,462 SH   SOLE   0 0 2,462
DOMINION ENERGY INC COM 25746U109 805 10,997 SH   SOLE   0 0 10,997
DIAGEO PLC SPON ADR NEW 25243Q205 708 4,279 SH   SOLE   0 0 4,279
MERCK & CO. INC COM 58933Y105 523 6,303 SH   SOLE   0 0 6,303
TJX COS INC NEW COM 872540109 222 3,165 SH   SOLE   0 0 3,165
BOOKING HOLDINGS INC COM 09857L108 2,099 920 SH   SOLE   0 0 920
PROGRESSIVE CORP COM 743315103 3,517 37,217 SH   SOLE   0 0 37,217
AMERICAN TOWER CORP NEW COM 03027X100 1,438 6,471 SH   SOLE   0 0 6,471
CROWN CASTLE INTL CORP NEW COM 22822V101 407 2,642 SH   SOLE   0 0 2,642
COMCAST CORP NEW CL A 20030N101 4,131 80,151 SH   SOLE   0 0 80,151
BARRICK GOLD CORP COM 067901108 421 17,550 SH   SOLE   0 0 17,550
NORFOLK SOUTHN CORP COM 655844108 647 2,547 SH   SOLE   0 0 2,547
APPLE INC COM 037833100 2,558 19,368 SH   SOLE   0 0 19,368
AGNICO EAGLE MINES LTD COM 008474108 511 7,090 SH   SOLE   0 0 7,090
AON PLC SHS CL A G0403H108 1,285 6,261 SH   SOLE   0 0 6,261
AMERICAN EXPRESS CO COM 025816109 1,615 13,259 SH   SOLE   0 0 13,259
LOEWS CORP COM 540424108 594 12,742 SH   SOLE   0 0 12,742
PAYCHEX INC COM 704326107 426 4,630 SH   SOLE   0 0 4,630
THOR INDS INC COM 885160101 1,695 17,613 SH   SOLE   0 0 17,613
PAN AMERN SILVER CORP COM 697900108 238 6,730 SH   SOLE   0 0 6,730
OREILLY AUTOMOTIVE INC COM 67103H107 1,445 3,023 SH   SOLE   0 0 3,023
CERNER CORP COM 156782104 432 5,405 SH   SOLE   0 0 5,405
EQUITY COMWLTH COM SH BEN INT 294628102 403 14,785 SH   SOLE   0 0 14,785
TEMPUR SEALY INTL INC COM 88023U101 2,618 94,173 SH   SOLE   0 0 94,173
AIR PRODS & CHEMS INC COM 009158106 419 1,468 SH   SOLE   0 0 1,468
NVIDIA CORPORATION COM 67066G104 321 604 SH   SOLE   0 0 604
NVR INC COM 62944T105 2,079 529 SH   SOLE   0 0 529
TRAVELERS COMPANIES INC COM 89417E109 395 2,829 SH   SOLE   0 0 2,829
LAUDER ESTEE COS INC CL A 518439104 10,352 39,702 SH   SOLE   0 0 39,702
DRIVE SHACK INC COM 262077100 92 40,020 SH   SOLE   0 0 40,020
CINCINNATI FINL CORP COM 172062101 315 3,591 SH   SOLE   0 0 3,591
ENTERPRISE PRODS PARTNERS L COM 293792107 364 17,018 SH   SOLE   0 0 17,018
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 749 10,425 SH   SOLE   0 0 10,425
ALPHABET INC CAP STK CL A 02079K305 230 128 SH   SOLE   0 0 128
BLACKROCK INC COM 09247X101 874 1,155 SH   SOLE   0 0 1,155
FASTENAL CO COM 311900104 582 11,469 SH   SOLE   0 0 11,469
MARKEL CORP COM 570535104 1,032 981 SH   SOLE   0 0 981
CARMAX INC COM 143130102 2,670 26,154 SH   SOLE   0 0 26,154
AMERICAN WOODMARK CORPORATIO COM 030506109 692 7,075 SH   SOLE   0 0 7,075
JONES LANG LASALLE INC COM 48020Q107 260 1,735 SH   SOLE   0 0 1,735
HEXCEL CORP NEW COM 428291108 2,669 54,887 SH   SOLE   0 0 54,887
ENCORE CAP GROUP INC COM 292554102 511 15,197 SH   SOLE   0 0 15,197
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 3,143 80,136 SH   SOLE   0 0 80,136
ENBRIDGE INC COM 29250N105 575 17,232 SH   SOLE   0 0 17,232
ALLEGHANY CORP DEL COM 017175100 344 545 SH   SOLE   0 0 545
ALLEGIANT TRAVEL CO COM 01748X102 447 2,393 SH   SOLE   0 0 2,393
ARMSTRONG WORLD INDS INC COM 04247X102 1,336 17,090 SH   SOLE   0 0 17,090
SPDR SER TR SPDR BLOOMBERG 78468R663 540 5,896 SH   SOLE   0 0 5,896
PHILIP MORRIS INTL INC COM 718172109 301 3,622 SH   SOLE   0 0 3,622
TESLA INC COM 88160R101 414 470 SH   SOLE   0 0 470
GUIDEWIRE SOFTWARE INC COM 40171V100 206 1,570 SH   SOLE   0 0 1,570
FACEBOOK INC CL A 30303M102 663 2,476 SH   SOLE   0 0 2,476
RH COM 74967X103 517 1,068 SH   SOLE   0 0 1,068
GRAHAM HLDGS CO COM CL B 384637104 220 400 SH   SOLE   0 0 400
ALPHABET INC CAP STK CL C 02079K107 4,191 2,319 SH   SOLE   0 0 2,319
MOELIS & CO CL A 60786M105 2,266 44,165 SH   SOLE   0 0 44,165
ARISTA NETWORKS INC COM 040413106 2,075 6,780 SH   SOLE   0 0 6,780
DUPONT DE NEMOURS INC COM 26614N102 779 9,529 SH   SOLE   0 0 9,529
CORTEVA INC COM 22052L104 492 11,387 SH   SOLE   0 0 11,387