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   1,638,536 8,998 SH   SOLE   8,998 0 0
Accenture PLC SHS CLASS A G1151C101   1,387,826 4,004 SH   SOLE   4,004 0 0
Alphabet Inc CAP STK CL C 02079K107   15,278,530 100,345 SH   SOLE   100,345 0 0
Amazon.com Inc. COM 023135106   17,039,957 94,467 SH   SOLE   94,467 0 0
American Tower Corp COM 03027X100   1,690,580 8,556 SH   SOLE   8,556 0 0
Amphenol Corp CL A 032095101   10,306,753 89,352 SH   SOLE   89,352 0 0
Apple Inc. COM 037833100   22,169,963 129,286 SH   SOLE   129,286 0 0
Arch Cap Group Ltd. ORD G0450A105   346,650 3,750 SH   SOLE   3,750 0 0
Bank America Corp. COM 060505104   1,516,800 40,000 SH   SOLE   40,000 0 0
BERKSHIRE HATHAWAY I CL B NEW 084670702   40,163,024 95,508 SH   SOLE   95,508 0 0
Blackstone Inc. COM 09260D107   18,700,257 142,348 SH   SOLE   142,348 0 0
Charter Communications CL A 16119P108   1,126,191 3,875 SH   SOLE   3,875 0 0
Coca Cola Companies COM 191216100   10,902,888 178,210 SH   SOLE   178,210 0 0
Comcast Corp CL A 20030N101   736,950 17,000 SH   SOLE   17,000 0 0
Compass Diversified SH BEN INT 20451Q104   358,643 14,900 SH   SOLE   14,900 0 0
Constellation Brands Inc. CL A 21036P108   13,270,313 48,831 SH   SOLE   48,831 0 0
Costco Wholesale Corp COM 22160K105   238,105 325 SH   SOLE   325 0 0
Crown Holdings Inc COM 228368106   6,630,495 83,665 SH   SOLE   83,665 0 0
Emerson Electric Co. COM 291011104   480,901 4,240 SH   SOLE   4,240 0 0
Enterprise Product Partners COM 293792107   3,292,350 112,829 SH   SOLE   112,829 0 0
Fastenal Co COM 311900104   679,449 8,808 SH   SOLE   8,808 0 0
Goldman Sachs Group COM 38141G104   6,877,266 16,456 SH   SOLE   16,456 0 0
HCA Healthcare Inc. COM 40412C101   1,543,577 4,628 SH   SOLE   4,628 0 0
Johnson & Johnson Co. COM 478160104   343,747 2,173 SH   SOLE   2,173 0 0
JP Morgan Chase COM 46625H100   17,699,309 88,364 SH   SOLE   88,364 0 0
KKR and Co. Inc. COM 48251W104   5,497,099 54,654 SH   SOLE   54,654 0 0
Meta Platforms Inc CL A 30303M102   21,740,388 44,772 SH   SOLE   44,772 0 0
Microsoft Corp COM 594918104   22,462,416 53,390 SH   SOLE   53,390 0 0
Morgan Stanley COM NEW 617446448   15,834,887 168,170 SH   SOLE   168,170 0 0
Novanta Inc COM 67000B104   209,724 1,200 SH   SOLE   1,200 0 0
NVIDIA Corp COM 67066G104   25,647,732 28,835 SH   SOLE   28,835 0 0
Oracle Corp COM 68389X105   428,958 3,415 SH   SOLE   3,415 0 0
Pepsico Inc COM 713448108   7,421,824 42,408 SH   SOLE   42,408 0 0
Procter & Gamble Co COM 742718109   2,353,436 14,505 SH   SOLE   14,505 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   209,288 400 SH   SOLE   400 0 0
ServiceNow Inc. COM 81762P102   9,702,302 12,726 SH   SOLE   12,726 0 0
Shopify Inc. CL A 82509L107   2,291,949 29,700 SH   SOLE   29,700 0 0
Starbucks Corp COM 855244109   222,696 2,437 SH   SOLE   2,437 0 0
T-Mobile US Inc. COM 872590104   1,004,293 6,153 SH   SOLE   6,153 0 0
Teledyne Technologies COM 879360105   279,058 650 SH   SOLE   650 0 0
Thermo Fisher Scientific COM 883556102   14,617,432 25,150 SH   SOLE   25,150 0 0
Trupanion Inc. COM 898202106   3,391,861 122,849 SH   SOLE   122,849 0 0
Union Pacific Corp COM 907818108   12,414,792 50,481 SH   SOLE   50,481 0 0
Vertiv Holdings Co COM CL A 92537N108   17,441,445 213,560 SH   SOLE   213,560 0 0
VISA Inc COM CL A 92826C839   21,330,363 76,431 SH   SOLE   76,431 0 0