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
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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   1,322,346 8,998 SH   SOLE   8,998 0 0
Accenture PLC Ireland SHS CLASS A G1151C101   1,320,334 4,078 SH   SOLE   4,078 0 0
Alphabet Inc CAP STK CL A 02079K305   318,638 2,340 SH   SOLE   2,340 0 0
Alphabet Inc CAP STK CL C 02079K107   16,196,449 117,921 SH   SOLE   117,921 0 0
Amazon.com Inc. COM 023135106   12,779,588 92,599 SH   SOLE   92,599 0 0
American Tower Corp COM 03027X100   2,574,019 14,196 SH   SOLE   14,196 0 0
Amphenol Corp CL A 032095101   15,753,558 178,248 SH   SOLE   178,248 0 0
Apple Inc COM 037833100   24,998,734 133,064 SH   SOLE   133,064 0 0
Arch Cap Group Ltd. ORD G0450A105   288,225 3,750 SH   SOLE   3,750 0 0
Bank America Corp. COM 060505104   1,146,800 40,000 SH   SOLE   40,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   34,686,540 96,298 SH   SOLE   96,298 0 0
Blackstone Inc. COM 09260D107   15,737,867 147,954 SH   SOLE   147,954 0 0
Charter Communications CL A 16119P108   4,401,354 10,046 SH   SOLE   10,046 0 0
Coca Cola Companies COM 191216100   10,984,988 183,603 SH   SOLE   183,603 0 0
Cognex Corp COM 192422103   235,400 5,000 SH   SOLE   5,000 0 0
Comcast Corp CL A 20030N101   860,384 18,400 SH   SOLE   18,400 0 0
Compass Diversified SH BEN INT 20451Q104   331,949 16,075 SH   SOLE   16,075 0 0
Crown Holdings Inc COM 228368106   10,098,365 108,983 SH   SOLE   108,983 0 0
Emerson Electric Co. COM 291011104   416,580 4,240 SH   SOLE   4,240 0 0
Enterprise Product Partners COM 293792107   3,071,167 115,414 SH   SOLE   115,414 0 0
Exxon Mobil Corp COM 30231G102   213,824 1,923 SH   SOLE   1,923 0 0
Fastenal Co COM 311900104   507,165 8,808 SH   SOLE   8,808 0 0
Goldman Sachs Group COM 38141G104   1,109,298 3,385 SH   SOLE   3,385 0 0
HCA Healthcare Inc. COM 40412C101   1,283,344 4,628 SH   SOLE   4,628 0 0
Johnson & Johnson Co. COM 478160104   370,247 2,290 SH   SOLE   2,290 0 0
JP Morgan Chase COM 46625H100   12,210,214 83,443 SH   SOLE   83,443 0 0
KKR and Co. Inc. COM 48251W104   3,349,406 53,326 SH   SOLE   53,326 0 0
Meta Platforms Incl CL A 30303M102   7,581,885 25,624 SH   SOLE   25,624 0 0
Microsoft Inc. COM 594918104   17,502,878 53,402 SH   SOLE   53,402 0 0
Morgan Stanley COM NEW 617446448   16,847,353 197,855 SH   SOLE   197,855 0 0
Novanta Inc COM 67000B104   200,376 1,200 SH   SOLE   1,200 0 0
NVIDIA Corp COM 67066G104   14,795,241 29,977 SH   SOLE   29,977 0 0
Oracle Corp COM 68389X105   411,132 3,415 SH   SOLE   3,415 0 0
Pepsico Inc COM 713448108   9,391,685 52,786 SH   SOLE   52,786 0 0
Procter & Gamble Co COM 742718109   2,342,881 15,180 SH   SOLE   15,180 0 0
Shopify Inc. CL A 82509L107   2,031,270 30,550 SH   SOLE   30,550 0 0
Splunk, Inc. COM 848637104   9,565,959 78,888 SH   SOLE   78,888 0 0
Starbucks Inc. COM 855244109   236,951 2,432 SH   SOLE   2,432 0 0
T-Mobile US Inc. COM 872590104   838,346 6,153 SH   SOLE   6,153 0 0
Teledyne Technologies COM 879360105   271,895 650 SH   SOLE   650 0 0
Thermo Fisher Scientific COM 883556102   18,779,841 33,710 SH   SOLE   33,710 0 0
Trupanion Inc. COM 898202106   3,671,625 123,499 SH   SOLE   123,499 0 0
Union Pacific Corp COM 907818108   10,670,956 48,379 SH   SOLE   48,379 0 0
Vertiv Holdings Co COM CL A 92537N108   8,569,295 217,550 SH   SOLE   217,550 0 0
VISA Inc COM CL A 92826C839   21,554,735 87,735 SH   SOLE   87,735 0 0