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   7,597,000 1,400 SH   SOLE   500 0 900
ALPHABET INC CLASS A com 02079K305   44,212,000 316,501 SH   SOLE   107,886 0 208,615
ALPHABET INC CLASS C com 02079K107   29,325,000 208,085 SH   SOLE   95,644 0 112,441
ALTRIA GROUP INC COM com 02209S103   685,000 16,982 SH   SOLE   0 0 16,982
AMAZON.COM INC com 023135106   37,201,000 244,842 SH   SOLE   91,119 0 153,723
APPLE INC com 037833100   5,404,000 28,068 SH   SOLE   2,715 0 25,353
BERKSHIRE HATHAWAY B NEW CLASS com 084670702   2,667,000 7,479 SH   SOLE   1,047 0 6,432
BLUE OWL CAPITAL INC COM CL A com 09581B103   23,142,000 1,553,167 SH   SOLE   616,591 0 936,576
BOOKING HOLDINGS INC com 09857L108   55,073,000 15,526 SH   SOLE   6,054 0 9,472
BROOKFIELD ASSET MANAG CL A LM com 113004105   23,097,000 574,992 SH   SOLE   228,044 0 346,948
BROOKFIELD CORP com 11271J107   240,000 5,972 SH   SOLE   0 0 5,972
CATERPILLAR INC com 149123101   396,000 1,341 SH   SOLE   0 0 1,341
CENTENE CORP com 15135B101   15,409,000 207,643 SH   SOLE   80,101 0 127,542
CIGNA GROUP com 125523100   54,101,000 180,668 SH   SOLE   69,983 0 110,685
CISCO SYSTEMS INC com 17275R102   378,000 7,475 SH   SOLE   0 0 7,475
CTT CORREIOS DE PORTUG SHS com X1R05J122   298,000 77,250 SH   SOLE   59,050 0 18,200
CUMMINS INC com 231021106   217,000 904 SH   SOLE   0 0 904
DANAHER CORP com 235851102   35,273,000 152,472 SH   SOLE   57,128 0 95,344
FIRST CTZNS BANCSHARES CL A com 31946M103   41,242,000 29,065 SH   SOLE   11,280 0 17,785
FISERV INC com 337738108   62,314,000 469,089 SH   SOLE   185,989 0 283,100
FRANCO NEV CORP COM com 351858105   14,417,000 130,105 SH   SOLE   49,538 0 80,567
HOME DEPOT INC com 437076102   254,000 734 SH   SOLE   195 0 539
I SHARES RUSL 2000 com 464287655   212,000 1,055 SH   SOLE   620 0 435
IDEXX LABS INC com 45168D104   3,386,000 6,101 SH   SOLE   2,408 0 3,693
INTERCONTINENTAL EXCHANGE com 45866f104   15,358,000 119,579 SH   SOLE   45,930 0 73,649
ISHARES MSCI GWTH IDX FD com 464288885   281,000 2,906 SH   SOLE   800 0 2,106
ISHARES TR DJ TOTAL MKT US TOT com 464287846   811,000 6,963 SH   SOLE   3,000 0 3,963
ISHARES TR MSCI EAFE FD MSCI E com 464287465   258,000 3,420 SH   SOLE   1,165 0 2,255
ISHARES TR RUSSELL 1000 RUSSEL com 464287622   851,000 3,245 SH   SOLE   1,350 0 1,895
JD.COM INC com 47215P106   4,300,000 148,853 SH   SOLE   60,545 0 88,308
JOHNSON & JOHNSON com 478160104   271,000 1,730 SH   SOLE   300 0 1,430
MERCK & CO INC NEW com 58933y105   615,000 5,645 SH   SOLE   66 0 5,579
MICROSOFT CORP com 594918104   2,361,000 6,279 SH   SOLE   2,042 0 4,237
MONDELEZ INTL INC com 609207105   722,000 9,962 SH   SOLE   0 0 9,962
PAYPAL HOLDINGS INC com 70450Y103   26,383,000 429,626 SH   SOLE   168,938 0 260,688
PEMBINA PIPELINE CORP F com 706327103   411,000 11,939 SH   SOLE   11,939 0 0
PEPSICO INCORPORATED com 713448108   291,000 1,712 SH   SOLE   1,211 0 501
PFIZER INC com 717081103   211,000 7,342 SH   SOLE   150 0 7,192
PHILIP MORRIS INTL INC com 718172109   1,611,000 17,128 SH   SOLE   95 0 17,033
PROCTER & GAMBLE com 742718109   965,000 6,583 SH   SOLE   0 0 6,583
PROGRESSIVE CORP OHIO com 743315103   369,000 2,319 SH   SOLE   435 0 1,884
RICHARDS PACKAGING com 763102100   426,000 16,300 SH   SOLE   0 0 16,300
RYANAIR HOLDINGS PLC SPONSORED com 783513203   15,632,000 117,218 SH   SOLE   46,868 0 70,350
S&P 500 INDEX com 464287200   1,324,000 2,772 SH   SOLE   2,177 0 595
SHERWIN-WILLIAMS com 824348106   1,216,000 3,900 SH   SOLE   3,900 0 0
SPDR GOLD TRUST SPDR GOLD SHAR com 78463V107   12,828,000 67,102 SH   SOLE   26,695 0 40,407
SPDR S&P MIDCAP 400 ETF com 78467Y107   314,000 619 SH   SOLE   455 0 164
TENCENT HLDGS LTD ADR com 88032Q109   8,155,000 215,805 SH   SOLE   89,795 0 126,010
TEXAS PACIFIC LAND CORP com 88262P102   22,699,000 14,436 SH   SOLE   5,636 0 8,800
UNION PACIFIC CORP com 907818108   423,000 1,721 SH   SOLE   0 0 1,721
VERALTO CORP com 92338C103   4,158,000 50,551 SH   SOLE   18,985 0 31,566
VISA INC com 92826C839   54,699,000 210,099 SH   SOLE   81,029 0 129,070
WILLIS TOWERS WATSON com G96629103   49,013,000 203,206 SH   SOLE   79,617 0 123,589