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
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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
Abbvie Inc. COM 00287Y109   1,434,011 8,998 SH   SOLE   8,998 0 0
Accenture PLC SHS CLASS A G1151C101   1,165,513 4,078 SH   SOLE   4,078 0 0
Alphabet Inc CAP STK CL A 02079K305   242,728 2,340 SH   SOLE   2,340 0 0
Alphabet Inc CAP STK CL C 02079K107   14,354,912 138,028 SH   SOLE   138,028 0 0
Amazon.com Inc. COM 023135106   8,103,307 78,452 SH   SOLE   78,452 0 0
American Tower Corp COM 03027X100   3,225,916 15,787 SH   SOLE   15,787 0 0
Apple Computer COM 037833100   22,025,033 133,566 SH   SOLE   133,566 0 0
Arch Capital ORD G0450A105   254,513 3,750 SH   SOLE   3,750 0 0
Bank of America Corp. COM 060505104   1,171,860 40,974 SH   SOLE   40,974 0 0
BERKSHIRE HATHAWAY I CL B NEW 084670702   29,819,154 96,574 SH   SOLE   96,574 0 0
Blackstone Inc. COM 09260D107   12,199,922 138,888 SH   SOLE   138,888 0 0
Booking Holdings Inc. COM 09857L108   1,140,536 430 SH   SOLE   430 0 0
Charter Communications CL A 16119P108   4,273,082 11,949 SH   SOLE   11,949 0 0
Chevron Corp COM 166764100   200,850 1,231 SH   SOLE   1,231 0 0
Coca Cola Co COM 191216100   11,840,624 190,885 SH   SOLE   190,885 0 0
Cognex Corp COM 192422103   247,750 5,000 SH   SOLE   5,000 0 0
Comcast Corp CL A 20030N101   1,006,700 26,555 SH   SOLE   26,555 0 0
Compass Diversified SH BEN INT 20451Q104   284,292 14,900 SH   SOLE   14,900 0 0
Crown Holdings Inc COM 228368106   9,069,482 109,654 SH   SOLE   109,654 0 0
Emerson Electric Co. COM 291011104   369,474 4,240 SH   SOLE   4,240 0 0
Enterprise Product Partners COM 293792107   2,666,768 102,964 SH   SOLE   102,964 0 0
Evgo Inc. CL A COM 30052F100   561,698 72,105 SH   SOLE   72,105 0 0
Exxon Mobil Corp COM 30231G102   227,231 2,072 SH   SOLE   2,072 0 0
Fastenal Co COM 311900104   475,104 8,808 SH   SOLE   8,808 0 0
Goldman Sachs Group COM 38141G104   1,159,605 3,545 SH   SOLE   3,545 0 0
HCA Inc. COM 40412C101   1,220,311 4,628 SH   SOLE   4,628 0 0
Johnson & Johnson Co. COM 478160104   354,950 2,290 SH   SOLE   2,290 0 0
JP Morgan Chase COM 46625H100   10,893,134 83,594 SH   SOLE   83,594 0 0
KKR and Co. Inc. COM 48251W104   2,881,352 54,862 SH   SOLE   54,862 0 0
Microsoft Corp. COM 594918104   15,043,836 52,181 SH   SOLE   52,181 0 0
Morgan Stanley COM NEW 617446448   12,676,740 144,382 SH   SOLE   144,382 0 0
NVIDIA Corp COM 67066G104   8,303,151 29,892 SH   SOLE   29,892 0 0
Oracle Corp COM 68389X105   328,008 3,530 SH   SOLE   3,530 0 0
Pepsico Inc COM 713448108   9,622,888 52,786 SH   SOLE   52,786 0 0
Procter & Gamble Co COM 742718109   2,257,114 15,180 SH   SOLE   15,180 0 0
Shopify Inc. CL A 82509L107   1,464,567 30,550 SH   SOLE   30,550 0 0
Splunk, Inc. COM 848637104   7,560,426 78,853 SH   SOLE   78,853 0 0
Starbucks Inc. COM 855244109   252,735 2,427 SH   SOLE   2,427 0 0
T-Mobile US Inc. COM 872590104   891,201 6,153 SH   SOLE   6,153 0 0
Teledyne Technologies COM 879360105   290,784 650 SH   SOLE   650 0 0
Thermo Fisher Scientific COM 883556102   19,322,804 33,525 SH   SOLE   33,525 0 0
Trupanion Inc COM 898202106   626,065 14,597 SH   SOLE   14,597 0 0
Union Pacific Corp COM 907818108   8,684,369 43,150 SH   SOLE   43,150 0 0
VISA Inc COM CL A 92826C839   19,762,922 87,656 SH   SOLE   87,656 0 0
Walt Disney Co COM 254687106   9,837,672 98,249 SH   SOLE   98,249 0 0