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
Abbvie Inc. COM 00287Y109   1,212,301 8,998 SH   SOLE   8,998 0 0
Accenture PLC SHS CLASS A G1151C101   1,258,389 4,078 SH   SOLE   4,078 0 0
Alphabet Inc CAP STK CL A 02079K305   280,098 2,340 SH   SOLE   2,340 0 0
Alphabet Inc CAP STK CL C 02079K107   14,174,176 117,171 SH   SOLE   117,171 0 0
Amazon.com Inc. COM 023135106   10,311,737 79,102 SH   SOLE   79,102 0 0
American Tower Corp COM 03027X100   3,060,761 15,782 SH   SOLE   15,782 0 0
Amphenol Corp CL A 032095101   15,142,168 178,248 SH   SOLE   178,248 0 0
Apple Inc COM 037833100   25,811,394 133,069 SH   SOLE   133,069 0 0
Arch Capital Group Ltd. ORD G0450A105   280,688 3,750 SH   SOLE   3,750 0 0
Bank of America Corp. COM 060505104   1,175,761 40,982 SH   SOLE   40,982 0 0
BERKSHIRE HATHAWAY I CL B NEW 084670702   32,842,392 96,312 SH   SOLE   96,312 0 0
Blackstone Inc COM 09260D107   12,871,511 138,448 SH   SOLE   138,448 0 0
Charter Communications CL A 16119P108   3,690,599 10,046 SH   SOLE   10,046 0 0
Coca Cola Companies COM 191216100   10,978,168 182,301 SH   SOLE   182,301 0 0
Cognex Corp COM 192422103   280,100 5,000 SH   SOLE   5,000 0 0
Comcast Corp CL A 20030N101   764,520 18,400 SH   SOLE   18,400 0 0
Compass Diversified SH BEN INT 20451Q104   348,667 16,075 SH   SOLE   16,075 0 0
Crown Holdings Inc COM 228368106   9,467,353 108,983 SH   SOLE   108,983 0 0
Emerson Electric Co. COM 291011104   383,254 4,240 SH   SOLE   4,240 0 0
Enterprise Product Partners COM 293792107   3,041,159 115,414 SH   SOLE   115,414 0 0
Exxon Mobil Corp COM 30231G102   206,247 1,923 SH   SOLE   1,923 0 0
Fastenal Co COM 311900104   519,584 8,808 SH   SOLE   8,808 0 0
Goldman Sachs Group COM 38141G104   1,091,798 3,385 SH   SOLE   3,385 0 0
HCA Healthcare Inc. COM 40412C101   1,404,505 4,628 SH   SOLE   4,628 0 0
Johnson & Johnson Co. COM 478160104   379,041 2,290 SH   SOLE   2,290 0 0
JP Morgan Chase COM 46625H100   12,135,950 83,443 SH   SOLE   83,443 0 0
KKR & Co. Inc. COM 48251W104   2,986,256 53,326 SH   SOLE   53,326 0 0
Meta Platforms Inc CL A 30303M102   315,678 1,100 SH   SOLE   1,100 0 0
Microsoft Corp COM 594918104   17,810,756 52,302 SH   SOLE   52,302 0 0
Morgan Stanley COM NEW 617446448   16,896,817 197,855 SH   SOLE   197,855 0 0
Novanta Inc COM 67000B104   220,920 1,200 SH   SOLE   1,200 0 0
NVIDIA Corp COM 67066G104   12,680,947 29,977 SH   SOLE   29,977 0 0
Oracle Corp COM 68389X105   420,388 3,530 SH   SOLE   3,530 0 0
Pepsico Inc COM 713448108   9,777,023 52,786 SH   SOLE   52,786 0 0
Procter & Gamble Co COM 742718109   2,303,413 15,180 SH   SOLE   15,180 0 0
Shopify Inc. CL A 82509L107   1,973,530 30,550 SH   SOLE   30,550 0 0
Splunk, Inc. COM 848637104   8,342,705 78,638 SH   SOLE   78,638 0 0
Starbucks Corp COM 855244109   240,658 2,429 SH   SOLE   2,429 0 0
T-Mobile US Inc. COM 872590104   854,652 6,153 SH   SOLE   6,153 0 0
Teledyne Technologies COM 879360105   267,222 650 SH   SOLE   650 0 0
Thermo Fisher Scientific COM 883556102   17,494,278 33,530 SH   SOLE   33,530 0 0
Union Pacific Corp COM 907818108   9,899,311 48,379 SH   SOLE   48,379 0 0
VISA Inc COM CL A 92826C839   20,720,130 87,250 SH   SOLE   87,250 0 0
Walt Disney Co COM 254687106   8,735,959 97,849 SH   SOLE   97,849 0 0