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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
1/100 BERKSHIRE HTWY CLA 100 S com 084990175   8,882,000 1,400 SH   SOLE   500 0 900
ALPHABET INC CLASS A com 02079K305   44,422,000 294,319 SH   SOLE   98,984 0 195,335
ALPHABET INC CLASS C com 02079K107   30,502,000 200,328 SH   SOLE   92,569 0 107,759
ALTRIA GROUP INC COM com 02209S103   745,000 17,080 SH   SOLE   0 0 17,080
AMAZON.COM INC com 023135106   43,532,000 241,333 SH   SOLE   90,088 0 151,245
APPLE INC com 037833100   4,763,000 27,775 SH   SOLE   2,716 0 25,059
BERKSHIRE HATHAWAY B NEW CLASS com 084670702   3,142,000 7,471 SH   SOLE   1,039 0 6,432
BLUE OWL CAPITAL INC COM CL A com 09581B103   29,209,000 1,548,740 SH   SOLE   613,168 0 935,572
BOOKING HOLDINGS INC com 09857L108   55,466,000 15,289 SH   SOLE   5,990 0 9,299
BROOKFIELD ASSET MANAG CL A LM com 113004105   24,138,000 574,437 SH   SOLE   227,038 0 347,399
BROOKFIELD CORP com 11271J107   248,000 5,922 SH   SOLE   0 0 5,922
CATERPILLAR INC com 149123101   492,000 1,343 SH   SOLE   0 0 1,343
CENTENE CORP com 15135B101   15,545,000 198,071 SH   SOLE   75,919 0 122,152
CIGNA GROUP com 125523100   64,905,000 178,708 SH   SOLE   69,406 0 109,302
CISCO SYSTEMS INC com 17275R102   341,000 6,823 SH   SOLE   0 0 6,823
CTT CORREIOS DE PORTUG SHS com X1R05J122   344,000 77,250 SH   SOLE   59,050 0 18,200
CUMMINS INC com 231021106   268,000 909 SH   SOLE   0 0 909
DANAHER CORP com 235851102   37,539,000 150,323 SH   SOLE   56,825 0 93,498
FIRST CTZNS BANCSHARES CL A com 31946M103   46,645,000 28,529 SH   SOLE   11,196 0 17,333
FISERV INC com 337738108   73,693,000 461,100 SH   SOLE   182,691 0 278,409
FRANCO NEV CORP COM com 351858105   16,667,000 139,869 SH   SOLE   54,332 0 85,537
HOME DEPOT INC com 437076102   282,000 735 SH   SOLE   196 0 539
I SHARES RUSL 2000 com 464287655   233,000 1,110 SH   SOLE   780 0 330
IDEXX LABS INC com 45168D104   3,220,000 5,964 SH   SOLE   2,357 0 3,607
INTERCONTINENTAL EXCHANGE com 45866f104   15,767,000 114,725 SH   SOLE   44,227 0 70,498
ISHARES MSCI GWTH IDX FD com 464288885   271,000 2,614 SH   SOLE   800 0 1,814
ISHARES TR DJ TOTAL MKT US TOT com 464287846   861,000 6,723 SH   SOLE   3,000 0 3,723
ISHARES TR MSCI EAFE FD MSCI E com 464287465   293,000 3,665 SH   SOLE   1,390 0 2,275
ISHARES TR RUSSELL 1000 RUSSEL com 464287622   916,000 3,180 SH   SOLE   1,350 0 1,830
JD.COM INC com 47215P106   4,073,000 148,699 SH   SOLE   60,644 0 88,055
JOHNSON & JOHNSON com 478160104   262,000 1,656 SH   SOLE   300 0 1,356
KYNDRYL HLDGS INC COMMON STOCK com 50155Q100   27,554,000 1,266,280 SH   SOLE   495,175 0 771,105
MERCK & CO INC NEW com 58933y105   728,000 5,516 SH   SOLE   66 0 5,450
MICROSOFT CORP com 594918104   2,643,000 6,283 SH   SOLE   2,042 0 4,241
MONDELEZ INTL INC com 609207105   701,000 10,011 SH   SOLE   0 0 10,011
PAYPAL HOLDINGS INC com 70450Y103   30,186,000 450,602 SH   SOLE   177,079 0 273,523
PEMBINA PIPELINE CORP F com 706327103   422,000 11,939 SH   SOLE   11,939 0 0
PEPSICO INCORPORATED com 713448108   300,000 1,712 SH   SOLE   1,211 0 501
PHILIP MORRIS INTL INC com 718172109   1,585,000 17,295 SH   SOLE   95 0 17,200
PROCTER & GAMBLE com 742718109   1,073,000 6,612 SH   SOLE   0 0 6,612
PROGRESSIVE CORP OHIO com 743315103   480,000 2,319 SH   SOLE   435 0 1,884
RICHARDS PACKAGING com 763102100   407,000 16,300 SH   SOLE   0 0 16,300
RYANAIR HOLDINGS PLC SPONSORED com 783513203   26,377,000 181,174 SH   SOLE   71,198 0 109,976
S&P 500 INDEX com 464287200   1,026,000 1,952 SH   SOLE   1,378 0 574
SHERWIN-WILLIAMS com 824348106   1,355,000 3,900 SH   SOLE   3,900 0 0
SPDR S&P MIDCAP 400 ETF com 78467Y107   342,000 615 SH   SOLE   498 0 117
TENCENT HLDGS LTD ADR com 88032Q109   8,166,000 209,223 SH   SOLE   86,953 0 122,270
TEXAS PACIFIC LAND CORP com 88262P102   24,592,000 42,509 SH   SOLE   16,734 0 25,775
UNION PACIFIC CORP com 907818108   276,000 1,124 SH   SOLE   0 0 1,124
VERALTO CORP com 92338C103   4,442,000 50,102 SH   SOLE   18,868 0 31,234
VISA INC com 92826C839   57,778,000 207,030 SH   SOLE   80,317 0 126,713
WILLIS TOWERS WATSON com G96629103   54,774,000 199,179 SH   SOLE   78,882 0 120,297