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
ALPHABET INC COM 02079k107   152,131,231 798,841 SH   SOLE   798,841 0 0
ALPHABET INC CAP STK CL A (GOO COM 02079K305   351,341 1,856 SH   SOLE   1,856 0 0
AMERICAN EXPRESS CO COM COM 025816109   289,519,725 975,504 SH   SOLE   975,504 0 0
ANALOG DEVICES INC COM 032654105   198,952,401 936,423 SH   SOLE   936,423 0 0
ARISTA NETWORKS INC COM 040413205   129,165,717 1,168,603 SH   SOLE   1,168,603 0 0
ARMSTRONG WORLD INDUSTRIES INC COM 04247x102   130,628,274 924,278 SH   SOLE   924,278 0 0
ASBURY AUTOMOTIVE GROUP COM 043436104   172,034,618 707,874 SH   SOLE   707,874 0 0
BERKSHIRE HATHAWAY INC DEL CL COM 084670108   137,545,840 202 SH   SOLE   202 0 0
BERKSHIRE HATHAWAY INC DEL CL COM 084670702   153,711,944 339,110 SH   SOLE   339,110 0 0
BOOKING HLDGS INC COM 09857l108   244,832,405 49,278 SH   SOLE   49,278 0 0
BURFORD CAPITAL LTD COM G17977110   14,065,902 1,103,208 SH   SOLE   1,103,208 0 0
CANADA GOOSE HOLDINGS INC COM 135086106   17,638,006 1,758,525 SH   SOLE   1,758,525 0 0
CHARLES SCHWAB CORPORATION COM 808513105   242,752,319 3,279,993 SH   SOLE   3,279,993 0 0
FISERV INC COM 337738108   165,765,723 806,960 SH   SOLE   806,960 0 0
FLOOR AND DECOR HOLDINGS INC COM 339750101   178,556,519 1,790,938 SH   SOLE   1,790,938 0 0
GERMAN AMERICAN BANCORP INC COM 373865104   603,300 15,000 SH   SOLE   15,000 0 0
LAKELAND FINANCIAL CORPORATION COM 511656100   12,958,578 188,461 SH   SOLE   188,461 0 0
LCI INDUSTRIES COM 50189K103   1,118,473 10,818 SH   SOLE   10,818 0 0
MOELIS AND COMPANY COM 60786M105   147,650,260 1,998,515 SH   SOLE   1,998,515 0 0
NVR INC COM 62944T105   90,619,210 11,080 SH   SOLE   11,080 0 0
PATRICK INDUSTRIES INC COM 703343103   10,468,080 126,000 SH   SOLE   126,000 0 0
PROGRESSIVE CORPORATION COM 743315103   255,639,630 1,066,899 SH   SOLE   1,066,899 0 0
SMURFIT WESTROCK PLC COM G8267P108   1,885,100 35,000 SH   SOLE   35,000 0 0
TEMPUR SEALY INTL INC COM COM 88023u101   240,294,900 4,238,753 SH   SOLE   4,238,753 0 0
THOR INDS INC COM COM 885160101   195,130,178 2,038,765 SH   SOLE   2,038,765 0 0
WHIRLPOOL CORP COM 963320106   858,600 7,500 SH   SOLE   7,500 0 0
WILLSCOT HOLDINGS CORP CLASS A COM 971378104   84,278,078 2,519,524 SH   SOLE   2,519,524 0 0