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
AXALTA COATING SYS LTD COM G0750C108 3,362 101,500 SH   SOLE   101,500 0 0
ACCENTURE PLC IRELAND SHS CL A G1151C101 100,943 243,500 SH   SOLE   243,500 0 0
BROOKFIELD ASSET MGMT REINS CL A EXCH LT VTG G16169107 1,753 27,996 SH   SOLE   27,996 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 25,952 464,000 SH   SOLE   464,000 0 0
EATON CORP PLC SHS G29183103 2,590 14,987 SH   SOLE   14,987 0 0
MEDTRONIC PLC SHS G5960L103 52,479 507,292 SH   SOLE   507,292 0 0
SAPIENS INTL CORP N V SHS G7T16G103 966 28,052 SH   SOLE   28,052 0 0
STONECO LTD COM CL A G85158106 396 23,500 SH   SOLE   23,500 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 2,343 9,866 SH   SOLE   9,866 0 0
ALCON AG ORD SHS H01301128 14,185 162,816 SH   SOLE   162,816 0 0
CHUBB LIMITED COM H1467J104 40,218 208,050 SH   SOLE   208,050 0 0
GARMIN LTD SHS H2906T109 340 2,500 SH   SOLE   2,500 0 0
TE CONNECTIVITY LTD SHS H84989104 2,049 12,700 SH   SOLE   12,700 0 0
ARDAGH METAL PACKAGING S A SHS L02235106 31,870 3,529,376 SH   SOLE   3,529,376 0 0
APTARGROUP INC COM 038336103 39,806 325,000 SH   SOLE   325,000 0 0
ARCHAEA ENERGY INC COM CL A 03940F103 1,247 68,225 SH   SOLE   68,225 0 0
FERRARI N V COM N3167Y103 2,144 8,284 SH   SOLE   8,284 0 0
KAROOOOO LTD ORD SHS Y4600W108 1,012 24,828 SH   SOLE   24,828 0 0
AMMO INC COM 00175J107 2,183 400,600 SH   SOLE   400,600 0 0
ANGI INC COM CL A NEW 00183L102 4,173 453,087 SH   SOLE   453,087 0 0
API GROUP CORP COM STK 00187Y100 52,641 2,042,709 SH   SOLE   2,042,709 0 0
ABBVIE INC COM 00287Y109 288 2,124 SH   SOLE   2,124 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 4,347 7,666 SH   SOLE   7,666 0 0
ALLEGHANY CORP MD COM 017175100 6,667 9,986 SH   SOLE   9,986 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 3,846 105,800 SH   SOLE   105,800 0 0
AMERCO COM 023586100 8,570 11,800 SH   SOLE   11,800 0 0
ANSYS INC COM 03662Q105 36,728 91,564 SH   SOLE   91,564 0 0
APPLE INC COM 037833100 1,261 7,100 SH   SOLE   7,100 0 0
AUTODESK INC COM 052769106 7,788 27,696 SH   SOLE   27,696 0 0
BANK NEW YORK MELLON CORP COM 064058100 213 3,664 SH   SOLE   3,664 0 0
BARRICK GOLD CORP COM 067901108 6,371 335,300 SH   SOLE   335,300 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 901 2 SH   SOLE   2 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,540 8,496 SH   SOLE   8,496 0 0
BLACKROCK INC COM 09247X101 28,474 31,100 SH   SOLE   31,100 0 0
BOOKING HOLDINGS INC COM 09857L108 9,705 4,045 SH   SOLE   4,045 0 0
BOWLERO CORP CL A COM 10258P102 3,739 414,574 SH   SOLE   414,574 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 71,592 391,600 SH   SOLE   391,600 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 69,364 1,148,797 SH   SOLE   1,148,797 0 0
BROWN & BROWN INC COM 115236101 16,846 239,700 SH   SOLE   239,700 0 0
BROWN FORMAN CORP CL B 115637209 423 5,800 SH   SOLE   5,800 0 0
CME GROUP INC COM 12572Q105 10,612 46,450 SH   SOLE   46,450 0 0
CANADIAN NATL RY CO COM 136375102 1,229 10,000 SH   SOLE   10,000 0 0
CHANGE HEALTHCARE INC COM 15912K100 30,723 1,437,000 SH   SOLE   1,437,000 0 0
CHEMED CORP NEW COM 16359R103 43,644 82,496 SH   SOLE   82,496 0 0
CHEVRON CORP NEW COM 166764100 47,615 405,752 SH   SOLE   405,752 0 0
COPART INC COM 217204106 68,252 450,150 SH   SOLE   450,150 0 0
DEERE & CO COM 244199105 206 600 SH   SOLE   600 0 0
DEVON ENERGY CORP NEW COM 25179M103 1,322 30,000 SH   SOLE   30,000 0 0
ELECTRONIC ARTS INC COM 285512109 1,583 12,000 SH   SOLE   12,000 0 0
EQUINIX INC COM 29444U700 69,816 82,541 SH   SOLE   82,541 0 0
EXXON MOBIL CORP COM 30231G102 382 6,250 SH   SOLE   6,250 0 0
FASTENAL CO COM 311900104 7,034 109,800 SH   SOLE   109,800 0 0
FEDEX CORP COM 31428X106 427 1,650 SH   SOLE   1,650 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 51,016 977,700 SH   SOLE   977,700 0 0
FIRST HORIZON CORPORATION COM 320517105 44,019 2,695,600 SH   SOLE   2,695,600 0 0
FIRSTSERVICE CORP NEW COM 33767E202 1,474 7,500 SH   SOLE   7,500 0 0
FRANCO NEV CORP COM 351858105 11,988 86,690 SH   SOLE   86,690 0 0
FRONTDOOR INC COM 35905A109 44,303 1,208,801 SH   SOLE   1,208,801 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 6,923 182,896 SH   SOLE   182,896 0 0
GENERAL DYNAMICS CORP COM 369550108 374 1,796 SH   SOLE   1,796 0 0
GENTEX CORP COM 371901109 8,190 235,000 SH   SOLE   235,000 0 0
GENUINE PARTS CO COM 372460105 45,621 325,400 SH   SOLE   325,400 0 0
GRACO INC COM 384109104 322 3,996 SH   SOLE   3,996 0 0
GRAHAM HLDGS CO COM CL B 384637104 13,226 21,000 SH   SOLE   21,000 0 0
GREEN PLAINS INC COM 393222104 3,199 92,017 SH   SOLE   92,017 0 0
HAEMONETICS CORP MASS COM 405024100 7,320 138,000 SH   SOLE   138,000 0 0
HEICO CORP NEW CL A 422806208 68,726 534,746 SH   SOLE   534,746 0 0
HENRY JACK & ASSOC INC COM 426281101 26,309 157,550 SH   SOLE   157,550 0 0
HINGHAM INSTN SVGS MASS COM 433323102 5,075 12,087 SH   SOLE   12,087 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 10,299 75,300 SH   SOLE   75,300 0 0
IQVIA HLDGS INC COM 46266C105 4,779 16,940 SH   SOLE   16,940 0 0
JOHNSON & JOHNSON COM 478160104 641 3,748 SH   SOLE   3,748 0 0
KKR & CO INC COM 48251W104 7,514 100,864 SH   SOLE   100,864 0 0
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 500472303 1,846 50,099 SH   SOLE   50,099 0 0
KROGER CO COM 501044101 792 17,500 SH   SOLE   17,500 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 2,426 20,000 SH   SOLE   20,000 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 4,743 75,000 SH   SOLE   75,000 0 0
LISTED FD TR HORIZON KINETICS 53656F623 499 16,000 SH   SOLE   16,000 0 0
LOCKHEED MARTIN CORP COM 539830109 32,431 91,250 SH   SOLE   91,250 0 0
LOWES COS INC COM 548661107 72,620 280,950 SH   SOLE   280,950 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103 8,339 48,000 SH   SOLE   48,000 0 0
MARKEL CORP COM 570535104 6,645 5,385 SH   SOLE   5,385 0 0
MASTERCARD INCORPORATED CL A 57636Q104 57,390 159,719 SH   SOLE   159,719 0 0
MICROSOFT CORP COM 594918104 107,844 320,658 SH   SOLE   320,658 0 0
MONDELEZ INTL INC CL A 609207105 2,089 31,500 SH   SOLE   31,500 0 0
MOODYS CORP COM 615369105 64,673 165,581 SH   SOLE   165,581 0 0
NEWMONT CORP COM 651639106 3,721 60,000 SH   SOLE   60,000 0 0
NORFOLK SOUTHN CORP COM 655844108 479 1,608 SH   SOLE   1,608 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 36,018 51,000 SH   SOLE   51,000 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 5,405 105,587 SH   SOLE   105,587 0 0
OTIS WORLDWIDE CORP COM 68902V107 8,446 97,000 SH   SOLE   97,000 0 0
PNC FINL SVCS GROUP INC COM 693475105 231 1,150 SH   SOLE   1,150 0 0
PAN AMERN SILVER CORP COM 697900108 1,024 41,000 SH   SOLE   41,000 0 0
PAYCHEX INC COM 704326107 322 2,358 SH   SOLE   2,358 0 0
PAYPAL HLDGS INC COM 70450Y103 613 3,250 SH   SOLE   3,250 0 0
PIONEER NAT RES CO COM 723787107 56,773 312,145 SH   SOLE   312,145 0 0
POLARIS INC COM 731068102 15,453 140,600 SH   SOLE   140,600 0 0
PULTE GROUP INC COM 745867101 389 6,798 SH   SOLE   6,798 0 0
PURPLE INNOVATION INC COM 74640Y106 45,065 3,396,030 SH   SOLE   3,396,030 0 0
QUALCOMM INC COM 747525103 323 1,764 SH   SOLE   1,764 0 0
QUEST DIAGNOSTICS INC COM 74834L100 19,469 112,532 SH   SOLE   112,532 0 0
REGENERON PHARMACEUTICALS COM 75886F107 458 725 SH   SOLE   725 0 0
ROPER TECHNOLOGIES INC COM 776696106 45,989 93,500 SH   SOLE   93,500 0 0
ROSS STORES INC COM 778296103 815 7,132 SH   SOLE   7,132 0 0
S&P GLOBAL INC COM 78409V104 48,361 102,475 SH   SOLE   102,475 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 45,126 116,000 SH   SOLE   116,000 0 0
SPDR GOLD TR GOLD SHS 78463V107 4,398 25,725 SH   SOLE   25,725 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 35,051 427,550 SH   SOLE   427,550 0 0
SAP SE SPON ADR 803054204 25,220 180,000 SH   SOLE   180,000 0 0
SCHLUMBERGER LTD COM STK 806857108 6,999 233,700 SH   SOLE   233,700 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 278 5,000 SH   SOLE   5,000 0 0
SMITH A O CORP COM 831865209 7,037 81,966 SH   SOLE   81,966 0 0
STRYKER CORPORATION COM 863667101 695 2,600 SH   SOLE   2,600 0 0
TJX COS INC NEW COM 872540109 23,364 307,750 SH   SOLE   307,750 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 2,527 21,000 SH   SOLE   21,000 0 0
TEXAS INSTRS INC COM 882508104 106,259 563,800 SH   SOLE   563,800 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102 92,641 74,180 SH   SOLE   74,180 0 0
TRACTOR SUPPLY CO COM 892356106 21,474 90,000 SH   SOLE   90,000 0 0
TRUIST FINL CORP COM 89832Q109 39,928 681,945 SH   SOLE   681,945 0 0
TYLER TECHNOLOGIES INC COM 902252105 1,585 2,946 SH   SOLE   2,946 0 0
UNITED PARCEL SERVICE INC CL B 911312106 27,171 126,764 SH   SOLE   126,764 0 0
V F CORP COM 918204108 36,907 504,053 SH   SOLE   504,053 0 0
VALVOLINE INC COM 92047W101 15,675 420,367 SH   SOLE   420,367 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 588 18,350 SH   SOLE   18,350 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791 210 5,000 SH   SOLE   5,000 0 0
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 3,076 38,050 SH   SOLE   38,050 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1,035 20,927 SH   SOLE   20,927 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 494 2,250 SH   SOLE   2,250 0 0
VISA INC COM CL A 92826C839 93,873 433,175 SH   SOLE   433,175 0 0
VONTIER CORPORATION COM 928881101 7,876 256,300 SH   SOLE   256,300 0 0
WALMART INC COM 931142103 297 2,050 SH   SOLE   2,050 0 0
WASTE CONNECTIONS INC COM 94106B101 1,314 9,644 SH   SOLE   9,644 0 0
WATERS CORP COM 941848103 224 600 SH   SOLE   600 0 0
WATSCO INC COM 942622200 10,638 34,000 SH   SOLE   34,000 0 0
WORKDAY INC CL A 98138H101 560 2,050 SH   SOLE   2,050 0 0
YETI HLDGS INC COM 98585X104 2,882 34,800 SH   SOLE   14,000 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 362 2,850 SH   SOLE   2,850 0 0