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
Expires: July 31, 2015
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
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