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
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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
ALLEGION PLC ORD SHS G0176J109   11,076,240 76,000 SH   SOLE   76,000 0 0
ACCENTURE PLC IRELAND SHS CL A G1151C101   88,705,806 250,950 SH   SOLE   250,950 0 0
BROOKFIELD WEALTH SOL LTD CL A EXCHANGEAB G17434104   4,583,455 86,220 SH   SOLE   86,220 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104   44,769,375 568,500 SH   SOLE   568,500 0 0
EATON CORP PLC SHS G29183103   6,191,631 18,681 SH   SOLE   18,681 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   1,751,295 128,300 SH   SOLE   128,300 0 0
SAPIENS INTL CORP N V SHS G7T16G103   2,759,918 74,052 SH   SOLE   74,052 0 0
SHARKNINJA INC COM SHS G8068L108   9,859,997 90,700 SH   SOLE   90,700 0 0
STONECO LTD COM CL A G85158106   3,110,012 276,200 SH   SOLE   276,200 0 0
TE CONNECTIVITY PLC ORD SHS G87052109   2,725,370 18,050 SH   SOLE   18,050 0 0
ALCON INC ORD SHS H01301128   13,757,924 137,483 SH   SOLE   137,483 0 0
CHUBB LIMITED COM H1467J104   53,366,570 185,050 SH   SOLE   185,050 0 0
INMODE LTD SHS M5425M103   1,184,805 69,900 SH   SOLE   69,900 0 0
STEVANATO GROUP S P A ORD SHS T9224W109   2,525,620 126,281 SH   SOLE   126,281 0 0
KAROOOOO LTD ORD SHS Y4600W108   2,048,277 51,685 SH   SOLE   51,685 0 0
API GROUP CORP COM STK 00187Y100   68,787,561 2,083,209 SH   SOLE   2,083,209 0 0
U HAUL HOLDING COMPANY COM SER N 023586506   6,998,400 97,200 SH   SOLE   97,200 0 0
ANSYS INC COM 03662Q105   48,139,258 151,082 SH   SOLE   151,082 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   3,095,395 24,781 SH   SOLE   24,781 0 0
APPLE INC COM 037833100   1,770,800 7,600 SH   SOLE   7,600 0 0
APTARGROUP INC COM 038336103   43,251,300 270,000 SH   SOLE   270,000 0 0
ATLANTA BRAVES HLDGS INC COM SER C 047726302   21,582,107 542,264 SH   SOLE   542,264 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102   11,828,700 90,000 SH   SOLE   90,000 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   1,382,360 2 SH   SOLE   2 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,882,463 4,090 SH   SOLE   4,090 0 0
BLACKLINE INC COM 09239B109   22,607,400 410,000 SH   SOLE   410,000 0 0
BOOKING HLDGS INC COM 09857L108   16,848,480 4,000 SH   SOLE   4,000 0 0
BOWLERO CORP CL A COM 10258P102   1,108,256 94,400 SH   SOLE   94,400 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   53,187,671 247,350 SH   SOLE   247,350 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107   17,949,818 337,720 SH   SOLE   337,720 0 0
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105   17,101,388 361,628 SH   SOLE   361,628 0 0
BROWN & BROWN INC COM 115236101   53,783,940 519,150 SH   SOLE   519,150 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   465,264 2,400 SH   SOLE   2,400 0 0
CDW CORP COM 12514G108   14,992,375 66,250 SH   SOLE   66,250 0 0
CARLISLE COS INC COM 142339100   40,477,500 90,000 SH   SOLE   90,000 0 0
CHEMED CORP NEW COM 16359R103   70,908,450 117,990 SH   SOLE   117,990 0 0
CHESAPEAKE ENERGY CORP COM 165167735   31,478,720 382,720 SH   SOLE   382,720 0 0
CHEVRON CORP NEW COM 166764100   37,151,361 252,267 SH   SOLE   252,267 0 0
CIENA CORP COM NEW 171779309   22,788,300 370,000 SH   SOLE   370,000 0 0
COMFORT SYS USA INC COM 199908104   1,327,190 3,400 SH   SOLE   3,400 0 0
CONOCOPHILLIPS COM 20825C104   1,768,704 16,800 SH   SOLE   16,800 0 0
COPART INC COM 217204106   60,941,200 1,163,000 SH   SOLE   1,163,000 0 0
DEERE & CO COM 244199105   229,532 550 SH   SOLE   550 0 0
DEVON ENERGY CORP NEW COM 25179M103   978,000 25,000 SH   SOLE   25,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109   49,944,280 289,700 SH   SOLE   289,700 0 0
DIGITALBRIDGE GROUP INC CL A COM 25401T603   6,660,048 471,341 SH   SOLE   471,341 0 0
EMERSON ELEC CO COM 291011104   218,740 2,000 SH   SOLE   2,000 0 0
EQUINIX INC COM 29444U700   359,490 405 SH   SOLE   405 0 0
F&G ANNUITIES & LIFE INC COMMON STOCK 30190A104   4,310,292 96,384 SH   SOLE   96,384 0 0
EXXON MOBIL CORP COM 30231G102   13,310,097 113,548 SH   SOLE   113,548 0 0
FASTENAL CO COM 311900104   41,566,440 582,000 SH   SOLE   582,000 0 0
FEDEX CORP COM 31428X106   519,992 1,900 SH   SOLE   1,900 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303   41,269,900 665,000 SH   SOLE   665,000 0 0
FIRSTSERVICE CORP NEW COM 33767E202   1,368,450 7,500 SH   SOLE   7,500 0 0
FRANCO NEVADA CORP COM 351858105   13,195,350 106,200 SH   SOLE   106,200 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104   8,403,593 210,722 SH   SOLE   210,722 0 0
GENERAL DYNAMICS CORP COM 369550108   241,156 798 SH   SOLE   798 0 0
GENUINE PARTS CO COM 372460105   33,593,040 240,500 SH   SOLE   240,500 0 0
GRACO INC COM 384109104   299,634 3,424 SH   SOLE   3,424 0 0
HDFC BANK LTD SPONSORED ADR 40415F101   3,012,264 48,150 SH   SOLE   48,150 0 0
HAEMONETICS CORP COM 405024100   12,137,380 151,000 SH   SOLE   151,000 0 0
HEICO CORP NEW CL A 422806208   92,855,470 455,710 SH   SOLE   455,710 0 0
HENRY JACK & ASSOC INC COM 426281101   47,021,429 266,350 SH   SOLE   266,350 0 0
HINGHAM INSTN SVGS MASS COM 433323102   19,729,278 81,087 SH   SOLE   81,087 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   13,654,400 85,000 SH   SOLE   85,000 0 0
INTERNATIONAL MNY EXPRESS IN COM 46005L101   1,266,565 68,500 SH   SOLE   68,500 0 0
IQVIA HLDGS INC COM 46266C105   50,543,331 213,290 SH   SOLE   213,290 0 0
JOHNSON & JOHNSON COM 478160104   399,154 2,463 SH   SOLE   2,463 0 0
KROGER CO COM 501044101   229,200 4,000 SH   SOLE   4,000 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   27,705,908 116,475 SH   SOLE   116,475 0 0
LANDBRIDGE COMPANY LLC CL A 514952100   16,515,212 422,168 SH   SOLE   422,168 0 0
DISTRIBUTION SOLUTIONS GRP I COM 520776105   5,853,520 152,000 SH   SOLE   152,000 0 0
LISTED FD TR HORIZON KINETICS 53656F623   526,260 14,000 SH   SOLE   14,000 0 0
LOCKHEED MARTIN CORP COM 539830109   47,933,920 82,000 SH   SOLE   82,000 0 0
LOWES COS INC COM 548661107   72,763,853 268,650 SH   SOLE   268,650 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103   1,332,864 6,400 SH   SOLE   6,400 0 0
MASCO CORP COM 574599106   1,678,800 20,000 SH   SOLE   20,000 0 0
MASTERCARD INC CL A 57636Q104   119,783,041 242,574 SH   SOLE   242,574 0 0
MCCORMICK & CO INC COM NON VTG 579780206   16,542,300 201,000 SH   SOLE   201,000 0 0
MICROSOFT CORP COM 594918104   1,323,173 3,075 SH   SOLE   3,075 0 0
MIRION TECHNOLOGIES INC COM CL A 60471A101   16,818,651 1,519,300 SH   SOLE   1,519,300 0 0
MOODYS CORP COM 615369105   56,096,538 118,200 SH   SOLE   118,200 0 0
NORFOLK SOUTHERN CORP COM 655844108   337,712 1,359 SH   SOLE   1,359 0 0
NVIDIA CORP COM 67066G104   75,292,800 620,000 SH   SOLE   620,000 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107   58,731,600 51,000 SH   SOLE   51,000 0 0
OCCIDENTAL PETE CORP COM 674599105   14,298,742 277,430 SH   SOLE   277,430 0 0
OTIS WORLDWIDE CORP COM 68902V107   8,834,900 85,000 SH   SOLE   85,000 0 0
PAN AMERN SILVER CORP COM 697900108   949,585 45,500 SH   SOLE   45,500 0 0
PAYCHEX INC COM 704326107   252,143 1,879 SH   SOLE   1,879 0 0
PERMIAN BASIN RTY TR UNIT BEN INT 714236106   16,646,512 1,402,402 SH   SOLE   1,402,402 0 0
PULTE GROUP INC COM 745867101   667,415 4,650 SH   SOLE   4,650 0 0
QUALCOMM INC COM 747525103   226,507 1,332 SH   SOLE   1,332 0 0
QUEST DIAGNOSTICS INC COM 74834L100   14,914,247 96,066 SH   SOLE   96,066 0 0
REGENERON PHARMACEUTICALS COM 75886F107   420,496 400 SH   SOLE   400 0 0
ROPER TECHNOLOGIES INC COM 776696106   62,710,788 112,700 SH   SOLE   112,700 0 0
ROSS STORES INC COM 778296103   857,907 5,700 SH   SOLE   5,700 0 0
S&P GLOBAL INC COM 78409V104   83,976,581 162,550 SH   SOLE   162,550 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   65,951,800 274,000 SH   SOLE   274,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107   5,917,053 24,344 SH   SOLE   24,344 0 0
ST JOE CO COM 790148100   15,650,404 268,400 SH   SOLE   268,400 0 0
SCHLUMBERGER LTD COM STK 806857108   13,793,160 328,800 SH   SOLE   328,800 0 0
SHOPIFY INC CL A 82509L107   641,120 8,000 SH   SOLE   8,000 0 0
SILICON LABORATORIES INC COM 826919102   26,581,100 230,000 SH   SOLE   230,000 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   11,540,600 190,000 SH   SOLE   190,000 0 0
SIMPLY GOOD FOODS CO COM 82900L102   7,562,475 217,500 SH   SOLE   217,500 0 0
SITIME CORP COM 82982T106   6,860,400 40,000 SH   SOLE   40,000 0 0
SMITH A O CORP COM 831865209   27,410,097 305,133 SH   SOLE   305,133 0 0
STRYKER CORP COM 863667101   719,630 1,992 SH   SOLE   1,992 0 0
TD SYNNEX CORPORATION COM 87162W100   12,308,200 102,500 SH   SOLE   102,500 0 0
TJX COS INC NEW COM 872540109   30,942,405 263,250 SH   SOLE   263,250 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100   28,004,288 161,250 SH   SOLE   161,250 0 0
TEXAS INSTRS INC COM 882508104   100,081,099 484,490 SH   SOLE   484,490 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102   163,875,967 185,225 SH   SOLE   185,225 0 0
3M CO COM 88579Y101   273,400 2,000 SH   SOLE   2,000 0 0
TRACTOR SUPPLY CO COM 892356106   23,128,935 79,500 SH   SOLE   79,500 0 0
TRUIST FINL CORP COM 89832Q109   36,345,732 849,795 SH   SOLE   849,795 0 0
ULTA BEAUTY INC COM 90384S303   437,371 1,124 SH   SOLE   1,124 0 0
UNITED PARCEL SERVICE INC CL B 911312106   202,056 1,482 SH   SOLE   1,482 0 0
VALVOLINE INC COM 92047W101   29,315,925 700,500 SH   SOLE   700,500 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106   563,453 14,150 SH   SOLE   14,150 0 0
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827   1,298,385 16,500 SH   SOLE   16,500 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   612,347 12,797 SH   SOLE   12,797 0 0
VERISIGN INC COM 92343E102   5,736,792 30,200 SH   SOLE   30,200 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   465,080 1,000 SH   SOLE   1,000 0 0
VISA INC COM CL A 92826C839   404,177 1,470 SH   SOLE   1,470 0 0
WALMART INC COM 931142103   266,475 3,300 SH   SOLE   3,300 0 0
WATSCO INC COM 942622200   30,004,680 61,000 SH   SOLE   61,000 0 0
WHEATON PRECIOUS METALS CORP COM 962879102   14,231,640 233,000 SH   SOLE   233,000 0 0
WINMARK CORP COM 974250102   10,185,938 26,600 SH   SOLE   26,600 0 0
XPEL INC COM 98379L100   22,205,440 512,000 SH   SOLE   512,000 0 0
YETI HLDGS INC COM 98585X104   14,859,015 362,150 SH   SOLE   362,150 0 0