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
ALPHABET INC CAP STK CL C 02079K107 8,512 4,859 SH   SOLE   4,859 0 0
ALPHABET INC CAP STK CL A 02079K305 2,112 1,205 SH   SOLE   1,205 0 0
AMAZON COM INC COM 023135106 762 234 SH   SOLE   234 0 0
APPLE INC COM 037833100 739 5,572 SH   SOLE   5,572 0 0
ARISTA NETWORKS INC COM 040413106 6,911 23,786 SH   SOLE   23,786 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 116,170 334 SH   SOLE   334 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,985 12,875 SH   SOLE   12,875 0 0
BOOKING HOLDINGS INC COM 09857L108 428 192 SH   SOLE   192 0 0
BROWN & BROWN INC COM 115236101 1,517 32,000 SH   SOLE   32,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 28,567 700,000 SH   SOLE   700,000 0 0
CARMAX INC COM 143130102 1,847 19,551 SH   SOLE   19,551 0 0
CREDIT ACCEP CORP MICH COM 225310101 9,167 26,484 SH   SOLE   26,484 0 0
DISNEY WALT CO COM 254687106 637 3,518 SH   SOLE   3,518 0 0
EQUITABLE HLDGS INC COM 29452E101 5,118 200,000 SH   SOLE   200,000 0 0
FACEBOOK INC CL A 30303M102 8,816 32,274 SH   SOLE   32,274 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 16,315 901,900 SH   SOLE   901,900 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 990 7,000 SH   SOLE   7,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 1,108 4,200 SH   SOLE   4,200 0 0
IAC INTERACTIVECORP NEW COM 44891N109 681 3,594 SH   SOLE   3,594 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 7,336 63,628 SH   SOLE   63,628 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 688 16,152 SH   SOLE   16,152 0 0
LINDE PLC SHS G5494J103 227 863 SH   SOLE   863 0 0
LOWES COS INC COM 548661107 209 1,300 SH   SOLE   1,300 0 0
MASTERCARD INCORPORATED CL A 57636Q104 2,833 7,937 SH   SOLE   7,937 0 0
MATCH GROUP INC NEW COM 57667L107 1,172 7,754 SH   SOLE   7,754 0 0
MICROSOFT CORP COM 594918104 224 1,007 SH   SOLE   1,007 0 0
NETFLIX INC COM 64110L106 2,325 4,299 SH   SOLE   4,299 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 3,217 29,250 SH   SOLE   29,250 0 0
SALESFORCE COM INC COM 79466L302 430 1,934 SH   SOLE   1,934 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 368 1,303 SH   SOLE   1,303 0 0
SCHWAB CHARLES CORP COM 808513105 578 10,899 SH   SOLE   10,899 0 0
SPDR GOLD TR GOLD SHS 78463V107 558 3,128 SH   SOLE   3,128 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 450 1,204 SH   SOLE   1,204 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 7,120 65,296 SH   SOLE   65,296 0 0
THOR INDS INC COM 885160101 928 9,975 SH   SOLE   9,975 0 0
TJX COS INC NEW COM 872540109 2,254 33,004 SH   SOLE   33,004 0 0
UNITEDHEALTH GROUP INC COM 91324P102 7,059 20,130 SH   SOLE   20,130 0 0
US BANCORP DEL COM NEW 902973304 233 5,000 SH   SOLE   5,000 0 0
WATERS CORP COM 941848103 682 2,758 SH   SOLE   2,758 0 0
WAYFAIR INC CL A 94419L101 305 1,351 SH   SOLE   1,351 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 686 2,421 SH   SOLE   2,421 0 0
YATRA ONLINE INC ORD SHS G98338109 193 100,000 SH   SOLE   100,000 0 0