The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ALPHABET INC | CAP STK CL C | 02079K107 | 4,189 | 3,133 | SH | SOLE | 3,133 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 1,811 | 1,352 | SH | SOLE | 1,352 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 407 | 220 | SH | SOLE | 220 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 514 | 1,749 | SH | SOLE | 1,749 | 0 | 0 | ||
ARISTA NETWORKS INC | COM | 040413106 | 2,062 | 10,138 | SH | SOLE | 10,138 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 113,423 | 334 | SH | SOLE | 334 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 3,596 | 15,876 | SH | SOLE | 15,876 | 0 | 0 | ||
BOOKING HLDGS INC | COM | 09857L108 | 382 | 186 | SH | SOLE | 186 | 0 | 0 | ||
BROWN & BROWN INC | COM | 115236101 | 1,263 | 32,000 | SH | SOLE | 32,000 | 0 | 0 | ||
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 17,787 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
CARMAX INC | COM | 143130102 | 1,518 | 17,312 | SH | SOLE | 17,312 | 0 | 0 | ||
CREDIT ACCEP CORP MICH | COM | 225310101 | 2,001 | 4,524 | SH | SOLE | 4,524 | 0 | 0 | ||
D R HORTON INC | COM | 23331A109 | 264 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 2,497 | 12,164 | SH | SOLE | 12,164 | 0 | 0 | ||
FIAT CHRYSLER AUTOMOBILES N | SHS | N31738102 | 13,249 | 901,900 | SH | SOLE | 901,900 | 0 | 0 | ||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 966 | 4,200 | SH | SOLE | 4,200 | 0 | 0 | ||
IAC INTERACTIVECORP | COM | 44919P508 | 895 | 3,594 | SH | SOLE | 3,594 | 0 | 0 | ||
JACOBS ENGR GROUP INC | COM | 469814107 | 721 | 8,030 | SH | SOLE | 8,030 | 0 | 0 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 1,450 | 10,400 | SH | SOLE | 10,400 | 0 | 0 | ||
LAS VEGAS SANDS CORP | COM | 517834107 | 552 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
LIBERTY BROADBAND CORP | COM SER C | 530307305 | 310 | 2,463 | SH | SOLE | 2,463 | 0 | 0 | ||
LINDE PLC | SHS | G5494J103 | 306 | 1,437 | SH | SOLE | 1,437 | 0 | 0 | ||
MASTERCARD INC | CL A | 57636Q104 | 2,642 | 8,848 | SH | SOLE | 8,848 | 0 | 0 | ||
MOHAWK INDS INC | COM | 608190104 | 1,367 | 10,021 | SH | SOLE | 10,021 | 0 | 0 | ||
RYANAIR HLDGS PLC | SPONSORED ADS | 783513203 | 2,563 | 29,250 | SH | SOLE | 29,250 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 315 | 1,934 | SH | SOLE | 1,934 | 0 | 0 | ||
SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 271 | 1,123 | SH | SOLE | 1,123 | 0 | 0 | ||
SPDR GOLD TRUST | GOLD SHS | 78463V107 | 333 | 2,328 | SH | SOLE | 2,328 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 320 | 994 | SH | SOLE | 994 | 0 | 0 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 403 | 6,941 | SH | SOLE | 6,941 | 0 | 0 | ||
THE CHARLES SCHWAB CORPORATI | COM | 808513105 | 684 | 14,391 | SH | SOLE | 14,391 | 0 | 0 | ||
THIRD PT REINS LTD | COM | G8827U100 | 526 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
THOR INDS INC | COM | 885160101 | 741 | 9,975 | SH | SOLE | 9,975 | 0 | 0 | ||
TJX COS INC NEW | COM | 872540109 | 2,015 | 33,004 | SH | SOLE | 33,004 | 0 | 0 | ||
TRIMBLE INC | COM | 896239100 | 206 | 4,940 | SH | SOLE | 4,940 | 0 | 0 | ||
TRUPANION INC | COM | 898202106 | 2,139 | 57,100 | SH | SOLE | 57,100 | 0 | 0 | ||
US BANCORP DEL | COM NEW | 902973304 | 296 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
WATERS CORP | COM | 941848103 | 644 | 2,758 | SH | SOLE | 2,758 | 0 | 0 | ||
WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | 414 | 2,751 | SH | SOLE | 2,751 | 0 | 0 | ||
YATRA ONLINE INC | ORD SHS | G98338109 | 315 | 100,000 | SH | SOLE | 100,000 | 0 | 0 |