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
1/100 BERKSHIRE HTWY CLA 100 S com 084990175   7,441,000 1,400 SH   SOLE   500 0 900
ACTIVISION BLIZZARD INC com 00507V109   24,156,000 257,989 SH   SOLE   100,281 0 157,708
ALPHABET INC CLASS A com 02079K305   41,751,000 319,047 SH   SOLE   107,889 0 211,158
ALPHABET INC CLASS C com 02079K107   27,567,000 209,078 SH   SOLE   95,838 0 113,240
ALTRIA GROUP INC COM com 02209S103   700,000 16,658 SH   SOLE   0 0 16,658
AMAZON.COM INC com 023135106   31,263,000 245,931 SH   SOLE   91,234 0 154,697
APPLE INC com 037833100   4,815,000 28,125 SH   SOLE   2,714 0 25,411
BERKSHIRE HATHAWAY B NEW CLASS com 084670702   2,624,000 7,492 SH   SOLE   1,060 0 6,432
BLUE OWL CAPITAL INC COM CL A com 09581B103   20,148,000 1,554,596 SH   SOLE   617,522 0 937,074
BOOKING HOLDINGS INC com 09857L108   48,081,000 15,591 SH   SOLE   6,061 0 9,530
BROOKFIELD ASSET MANAG CL A LM com 113004105   11,156,000 334,612 SH   SOLE   132,598 0 202,014
CATERPILLAR INC com 149123101   365,000 1,337 SH   SOLE   0 0 1,337
CENTENE CORP com 15135B101   14,538,000 211,061 SH   SOLE   81,776 0 129,285
CIGNA GROUP com 125523100   51,858,000 181,277 SH   SOLE   70,278 0 111,000
CISCO SYSTEMS INC com 17275R102   454,000 8,453 SH   SOLE   0 0 8,453
CTT CORREIOS DE PORTUG SHS com X1R05J122   284,000 77,250 SH   SOLE   59,050 0 18,200
CUMMINS INC com 231021106   205,000 899 SH   SOLE   0 0 899
DANAHER CORP com 235851102   37,985,000 153,105 SH   SOLE   57,354 0 95,751
FIRST CTZNS BANCSHARES CL A com 31946M103   40,144,000 29,088 SH   SOLE   11,229 0 17,859
FISERV INC com 337738108   52,973,000 468,957 SH   SOLE   183,663 0 285,294
FRANCO NEV CORP COM com 351858105   19,702,000 147,593 SH   SOLE   57,643 0 89,950
GLOBAL PAYMENTS INC com 37940X102   428,000 3,710 SH   SOLE   3,680 0 30
HOME DEPOT INC com 437076102   221,000 733 SH   SOLE   194 0 539
IDEXX LABS INC com 45168D104   2,682,000 6,134 SH   SOLE   2,420 0 3,714
INTERCONTINENTAL EXCHANGE com 45866f104   13,225,000 120,209 SH   SOLE   46,178 0 74,031
ISHARES MSCI GWTH IDX FD com 464288885   258,000 2,986 SH   SOLE   800 0 2,186
ISHARES TR DJ TOTAL MKT US TOT com 464287846   734,000 7,028 SH   SOLE   3,000 0 4,028
ISHARES TR MSCI EAFE FD MSCI E com 464287465   230,000 3,335 SH   SOLE   1,080 0 2,255
ISHARES TR RUSSELL 1000 RUSSEL com 464287622   769,000 3,275 SH   SOLE   1,350 0 1,925
JD.COM INC com 47215P106   4,985,000 171,113 SH   SOLE   70,576 0 100,537
JOHNSON & JOHNSON com 478160104   269,000 1,729 SH   SOLE   300 0 1,429
MERCK & CO INC NEW com 58933y105   578,000 5,618 SH   SOLE   66 0 5,552
MICROSOFT CORP com 594918104   1,988,000 6,297 SH   SOLE   2,042 0 4,255
MONDELEZ INTL INC com 609207105   687,000 9,903 SH   SOLE   0 0 9,903
PAYPAL HOLDINGS INC com 70450Y103   27,171,000 464,774 SH   SOLE   184,060 0 280,714
PEMBINA PIPELINE CORP F com 706327103   359,000 11,939 SH   SOLE   11,939 0 0
PEPSICO INCORPORATED com 713448108   290,000 1,712 SH   SOLE   1,211 0 501
PFIZER INC com 717081103   241,000 7,267 SH   SOLE   150 0 7,117
PHILIP MORRIS INTL INC com 718172109   1,570,000 16,959 SH   SOLE   95 0 16,864
PROCTER & GAMBLE com 742718109   956,000 6,554 SH   SOLE   0 0 6,554
PROGRESSIVE CORP OHIO com 743315103   323,000 2,319 SH   SOLE   435 0 1,884
RICHARDS PACKAGING INCOME com 763102100   392,000 16,300 SH   SOLE   0 0 16,300
S&P 500 INDEX com 464287200   876,000 2,039 SH   SOLE   1,320 0 719
SHERWIN-WILLIAMS com 824348106   995,000 3,900 SH   SOLE   3,900 0 0
SPDR GOLD TRUST SPDR GOLD SHAR com 78463V107   11,629,000 67,829 SH   SOLE   27,047 0 40,782
SPDR S&P MIDCAP 400 ETF com 78467Y107   264,000 579 SH   SOLE   440 0 139
TENCENT HLDGS LTD ADR com 88032Q109   8,629,000 223,143 SH   SOLE   92,963 0 130,180
TEXAS PACIFIC LAND CORP com 88262P102   26,430,000 14,493 SH   SOLE   5,652 0 8,841
UNION PACIFIC CORP com 907818108   350,000 1,721 SH   SOLE   0 0 1,721
VISA INC com 92826C839   48,778,000 212,069 SH   SOLE   81,487 0 130,583
WILLIS TOWERS WATSON com G96629103   43,052,000 206,031 SH   SOLE   80,559 0 125,472