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
ALLEGION PLC ORD SHS G0176J109   10,237,960 76,000 SH   SOLE   76,000 0 0
ACCENTURE PLC IRELAND SHS CL A G1151C101   79,391,021 229,050 SH   SOLE   229,050 0 0
BROOKFIELD REINS LTD CL A EXCH LT VTG G16250105   3,602,272 86,220 SH   SOLE   86,220 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104   39,836,525 569,500 SH   SOLE   569,500 0 0
EATON CORP PLC SHS G29183103   5,888,077 18,831 SH   SOLE   18,831 0 0
FERROGLOBE PLC SHS G33856108   2,228,455 447,481 SH   SOLE   447,481 0 0
MEDTRONIC PLC SHS G5960L103   2,997,960 34,400 SH   SOLE   34,400 0 0
SAPIENS INTL CORP N V SHS G7T16G103   2,297,896 71,452 SH   SOLE   71,452 0 0
SHARKNINJA INC COM SHS G8068L108   3,158,103 50,700 SH   SOLE   50,700 0 0
STONECO LTD COM CL A G85158106   4,446,497 267,700 SH   SOLE   267,700 0 0
ALCON INC ORD SHS H01301128   11,450,959 137,483 SH   SOLE   137,483 0 0
CHUBB LIMITED COM H1467J104   47,977,920 185,150 SH   SOLE   185,150 0 0
TE CONNECTIVITY LTD SHS H84989104   2,621,582 18,050 SH   SOLE   18,050 0 0
INMODE LTD SHS M5425M103   1,510,539 69,900 SH   SOLE   69,900 0 0
STEVANATO GROUP S P A ORD SHS T9224W109   3,610,640 112,481 SH   SOLE   112,481 0 0
KAROOOOO LTD ORD SHS Y4600W108   1,295,226 51,685 SH   SOLE   51,685 0 0
API GROUP CORP COM STK 00187Y100   81,807,617 2,083,209 SH   SOLE   2,083,209 0 0
U HAUL HOLDING COMPANY COM SER N 023586506   6,481,296 97,200 SH   SOLE   97,200 0 0
ANSYS INC COM 03662Q105   52,449,627 151,082 SH   SOLE   151,082 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   3,669,019 32,628 SH   SOLE   32,628 0 0
APPLE INC COM 037833100   1,063,176 6,200 SH   SOLE   6,200 0 0
APTARGROUP INC COM 038336103   46,764,250 325,000 SH   SOLE   325,000 0 0
ATLANTA BRAVES HLDGS INC COM SER C 047726302   13,701,701 350,786 SH   SOLE   350,786 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102   11,179,800 90,000 SH   SOLE   90,000 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   1,268,880 2 SH   SOLE   2 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,772,492 4,215 SH   SOLE   4,215 0 0
BLACKLINE INC COM 09239B109   26,477,800 410,000 SH   SOLE   410,000 0 0
BOOKING HLDGS INC COM 09857L108   14,511,520 4,000 SH   SOLE   4,000 0 0
BOWLERO CORP CL A COM 10258P102   1,228,890 89,700 SH   SOLE   89,700 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   75,665,041 369,350 SH   SOLE   369,350 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107   26,701,336 637,720 SH   SOLE   637,720 0 0
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105   23,599,609 561,628 SH   SOLE   561,628 0 0
BROWN & BROWN INC COM 115236101   45,446,391 519,150 SH   SOLE   519,150 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   500,520 2,400 SH   SOLE   2,400 0 0
CDW CORP COM 12514G108   16,945,425 66,250 SH   SOLE   66,250 0 0
CME GROUP INC COM 12572Q105   7,556,679 35,100 SH   SOLE   35,100 0 0
CANADIAN NATL RY CO COM 136375102   1,053,680 8,000 SH   SOLE   8,000 0 0
CARLISLE COS INC COM 142339100   37,421,675 95,500 SH   SOLE   95,500 0 0
CHEMED CORP NEW COM 16359R103   75,741,321 117,990 SH   SOLE   117,990 0 0
CHESAPEAKE ENERGY CORP COM 165167735   26,933,256 303,200 SH   SOLE   303,200 0 0
CHEVRON CORP NEW COM 166764100   39,792,597 252,267 SH   SOLE   252,267 0 0
CONOCOPHILLIPS COM 20825C104   15,146,320 119,000 SH   SOLE   119,000 0 0
COPART INC COM 217204106   91,218,208 1,574,900 SH   SOLE   1,574,900 0 0
DEERE & CO COM 244199105   225,907 550 SH   SOLE   550 0 0
DEVON ENERGY CORP NEW COM 25179M103   1,615,796 32,200 SH   SOLE   32,200 0 0
DIAMONDBACK ENERGY INC COM 25278X109   55,725,404 281,200 SH   SOLE   281,200 0 0
DIGITALBRIDGE GROUP INC CL A COM 25401T603   9,082,741 471,341 SH   SOLE   471,341 0 0
EMERSON ELEC CO COM 291011104   226,840 2,000 SH   SOLE   2,000 0 0
EQUINIX INC COM 29444U700   334,259 405 SH   SOLE   405 0 0
F&G ANNUITIES & LIFE INC COMMON STOCK 30190A104   3,908,371 96,384 SH   SOLE   96,384 0 0
EXXON MOBIL CORP COM 30231G102   12,187,764 104,850 SH   SOLE   104,850 0 0
FASTENAL CO COM 311900104   39,109,980 507,000 SH   SOLE   507,000 0 0
FEDEX CORP COM 31428X106   550,506 1,900 SH   SOLE   1,900 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303   45,135,000 850,000 SH   SOLE   850,000 0 0
FIRST WATCH RESTAURANT GROUP COM 33748L101   2,031,741 82,524 SH   SOLE   82,524 0 0
FIRSTSERVICE CORP NEW COM 33767E202   1,243,500 7,500 SH   SOLE   7,500 0 0
FRANCO NEVADA CORP COM 351858105   12,416,472 104,200 SH   SOLE   104,200 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104   6,869,709 199,122 SH   SOLE   199,122 0 0
GENERAL DYNAMICS CORP COM 369550108   225,427 798 SH   SOLE   798 0 0
GENUINE PARTS CO COM 372460105   37,260,665 240,500 SH   SOLE   240,500 0 0
GRACO INC COM 384109104   320,007 3,424 SH   SOLE   3,424 0 0
GREEN PLAINS INC COM 393222104   1,978,771 85,587 SH   SOLE   85,587 0 0
HDFC BANK LTD SPONSORED ADR 40415F101   2,638,986 47,150 SH   SOLE   47,150 0 0
HAEMONETICS CORP COM 405024100   12,887,850 151,000 SH   SOLE   151,000 0 0
HEICO CORP NEW CL A 422806208   73,351,948 476,497 SH   SOLE   476,497 0 0
HENRY JACK & ASSOC INC COM 426281101   46,272,986 266,350 SH   SOLE   266,350 0 0
HESS CORP COM 42809h107   2,152,224 14,100 SH   SOLE   14,100 0 0
HINGHAM INSTN SVGS MASS COM 433323102   14,146,438 81,087 SH   SOLE   81,087 0 0
INTEL CORP COM 458140100   19,434,800 440,000 SH   SOLE   440,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   15,089,814 109,800 SH   SOLE   109,800 0 0
INTERNATIONAL MNY EXPRESS IN COM 46005L101   2,454,225 107,500 SH   SOLE   107,500 0 0
IQVIA HLDGS INC COM 46266C105   45,188,914 178,690 SH   SOLE   178,690 0 0
JOHNSON & JOHNSON COM 478160104   389,622 2,463 SH   SOLE   2,463 0 0
KROGER CO COM 501044101   457,040 8,000 SH   SOLE   8,000 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   10,868,100 51,000 SH   SOLE   51,000 0 0
DISTRIBUTION SOLUTIONS GRP I COM 520776105   4,470,480 126,000 SH   SOLE   126,000 0 0
LISTED FD TR HORIZON KINETICS 53656F623   455,840 14,000 SH   SOLE   14,000 0 0
LOCKHEED MARTIN CORP COM 539830109   40,938,300 90,000 SH   SOLE   90,000 0 0
LOWES COS INC COM 548661107   75,247,242 295,400 SH   SOLE   295,400 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103   1,180,928 6,400 SH   SOLE   6,400 0 0
MARKEL CORP COM 570535104   3,780,878 2,485 SH   SOLE   2,485 0 0
MASCO CORP COM 574599106   1,956,224 24,800 SH   SOLE   24,800 0 0
MASTERCARD INC CL A 57636Q104   117,177,539 243,324 SH   SOLE   243,324 0 0
MCCORMICK & CO INC COM NON VTG 579780206   15,362,000 200,000 SH   SOLE   200,000 0 0
MICROSOFT CORP COM 594918104   1,409,412 3,350 SH   SOLE   3,350 0 0
MIRION TECHNOLOGIES INC COM CL A 60471A101   17,047,041 1,499,300 SH   SOLE   1,499,300 0 0
MOODYS CORP COM 615369105   50,789,302 129,225 SH   SOLE   129,225 0 0
NORFOLK SOUTHERN CORP COM 655844108   346,368 1,359 SH   SOLE   1,359 0 0
NVIDIA CORP COM 67066G104   56,020,720 62,000 SH   SOLE   62,000 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107   57,572,880 51,000 SH   SOLE   51,000 0 0
OCCIDENTAL PETE CORP COM 674599105   12,441,036 191,430 SH   SOLE   191,430 0 0
OTIS WORLDWIDE CORP COM 68902V107   8,437,950 85,000 SH   SOLE   85,000 0 0
PAN AMERN SILVER CORP COM 697900108   686,140 45,500 SH   SOLE   45,500 0 0
PAYCHEX INC COM 704326107   230,741 1,879 SH   SOLE   1,879 0 0
PAYPAL HLDGS INC COM 70450Y103   602,910 9,000 SH   SOLE   9,000 0 0
PERMIAN BASIN RTY TR UNIT BEN INT 714236106   11,838,928 981,669 SH   SOLE   981,669 0 0
PIONEER NAT RES CO COM 723787107   18,732,000 71,360 SH   SOLE   71,360 0 0
PULTE GROUP INC COM 745867101   560,883 4,650 SH   SOLE   4,650 0 0
QUALCOMM INC COM 747525103   225,508 1,332 SH   SOLE   1,332 0 0
QUEST DIAGNOSTICS INC COM 74834L100   12,787,345 96,066 SH   SOLE   96,066 0 0
REGENERON PHARMACEUTICALS COM 75886F107   384,996 400 SH   SOLE   400 0 0
ROPER TECHNOLOGIES INC COM 776696106   63,206,668 112,700 SH   SOLE   112,700 0 0
ROSS STORES INC COM 778296103   836,532 5,700 SH   SOLE   5,700 0 0
S&P GLOBAL INC COM 78409V104   69,093,080 162,400 SH   SOLE   162,400 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   53,958,300 249,000 SH   SOLE   249,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107   5,008,048 24,344 SH   SOLE   24,344 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   27,357,250 425,000 SH   SOLE   425,000 0 0
ST JOE CO COM 790148100   15,559,148 268,400 SH   SOLE   268,400 0 0
SCHLUMBERGER LTD COM STK 806857108   17,747,478 323,800 SH   SOLE   323,800 0 0
SHOPIFY INC CL A 82509L107   617,360 8,000 SH   SOLE   8,000 0 0
SILICON LABORATORIES INC COM 826919102   28,025,400 195,000 SH   SOLE   195,000 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   11,541,000 150,000 SH   SOLE   150,000 0 0
SITIME CORP COM 82982T106   10,259,495 110,045 SH   SOLE   110,045 0 0
SMITH A O CORP COM 831865209   27,297,198 305,133 SH   SOLE   305,133 0 0
STRYKER CORP COM 863667101   730,771 2,042 SH   SOLE   2,042 0 0
TD SYNNEX CORPORATION COM 87162W100   11,592,750 102,500 SH   SOLE   102,500 0 0
TJX COS INC NEW COM 872540109   30,775,899 303,450 SH   SOLE   303,450 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100   2,891,063 21,250 SH   SOLE   21,250 0 0
TEXAS INSTRS INC COM 882508104   87,503,941 502,290 SH   SOLE   502,290 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102   114,749,773 198,354 SH   SOLE   198,354 0 0
THOR INDS INC COM 885160101   6,465,434 55,100 SH   SOLE   55,100 0 0
3M CO COM 88579Y101   212,140 2,000 SH   SOLE   2,000 0 0
TRACTOR SUPPLY CO COM 892356106   20,806,740 79,500 SH   SOLE   79,500 0 0
TRUIST FINL CORP COM 89832Q109   41,837,039 1,073,295 SH   SOLE   1,073,295 0 0
ULTA BEAUTY INC COM 90384S303   587,717 1,124 SH   SOLE   1,124 0 0
UNITED PARCEL SERVICE INC CL B 911312106   3,936,020 26,482 SH   SOLE   26,482 0 0
VALVOLINE INC COM 92047W101   40,135,285 900,500 SH   SOLE   900,500 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106   447,423 14,150 SH   SOLE   14,150 0 0
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827   1,341,725 17,500 SH   SOLE   17,500 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   531,383 12,722 SH   SOLE   12,722 0 0
VERRA MOBILITY CORP CL A COM STK 92511U102   19,601,450 785,000 SH   SOLE   785,000 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   418,010 1,000 SH   SOLE   1,000 0 0
VISA INC COM CL A 92826C839   410,248 1,470 SH   SOLE   1,470 0 0
WATERS CORPORATION COM 941848103   206,538 600 SH   SOLE   600 0 0
WATSCO INC COM 942622200   24,190,320 56,000 SH   SOLE   56,000 0 0
WHEATON PRECIOUS METALS CORP COM 962879102   10,839,900 230,000 SH   SOLE   230,000 0 0
WINMARK CORP COM 974250102   9,621,220 26,600 SH   SOLE   26,600 0 0
WORKDAY INC CL A 98138H101   252,294 925 SH   SOLE   925 0 0
XPEL INC COM 98379L100   18,907,000 350,000 SH   SOLE   350,000 0 0
YETI HLDGS INC COM 98585X104   11,343,338 294,250 SH   SOLE   294,250 0 0