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
ALPHABET INC CAP STK CL C COM 02079K107   40,515,072 334,918 SH   SOLE   89,031 0 245,887
ALPHABET INC. CL A COM 02079K305   406,980 3,400 SH   SOLE   0 0 3,400
AMAZON COM INC COM COM 023135106   40,599,058 311,438 SH   SOLE   74,094 0 237,344
AON PLC REGISTERED SHS CL A COM G0403H108   33,969,034 98,404 SH   SOLE   26,895 0 71,509
APPLE INC. COM 037833100   479,688 2,473 SH   SOLE   0 0 2,473
BERKSHIRE HATHAWAY INC CL A COM 084670108   517,810 1 SH   SOLE   0 0 1
BERKSHIRE HATHAWAY INC CL B COM 084670702   341,000 1,000 SH   SOLE   0 0 1,000
CANADIAN PACIFIC KANSAS CITY L COM 13646K108   12,844,045 159,020 SH   SOLE   48,710 0 110,310
COSTAR GROUP INC COM COM 22160N109   8,547,738 96,042 SH   SOLE   26,580 0 69,462
DATADOG INC COM 23804L103   5,883,813 59,807 SH   SOLE   16,922 0 42,885
FISERV COM 337738108   23,362,349 185,195 SH   SOLE   48,935 0 136,260
FLOOR & DECOR HLDGS INC CL A COM 339750101   9,039,218 86,949 SH   SOLE   24,018 0 62,931
MASTERCARD INC CL A COM 57636Q104   23,079,307 58,681 SH   SOLE   16,423 0 42,258
MICROSOFT CORP COM COM 594918104   40,272,530 118,261 SH   SOLE   31,594 0 86,667
MONGODB INC CL A COM 60937P106   15,611,455 37,985 SH   SOLE   10,673 0 27,312
NETFLIX INC COM COM 64110L106   13,394,860 30,409 SH   SOLE   8,934 0 21,475
NVIDIA CORP COM 67066G104   5,375,315 12,707 SH   SOLE   3,879 0 8,828
SAP SE SPON ADR COM 803054204   17,318,231 126,586 SH   SOLE   39,334 0 87,252
TAIWAN SEMICONDUCTOR MFG CO SP COM 874039100   10,952,244 108,524 SH   SOLE   31,890 0 76,634
UBER TECHNOLOGIES COM 90353T100   16,534,585 383,011 SH   SOLE   117,063 0 265,948
UNION PACIFIC CORP. COM 907818108   12,788,136 62,497 SH   SOLE   19,146 0 43,351
UNITEDHEALTH GROUP INC COM COM 91324P102   22,876,543 47,596 SH   SOLE   13,907 0 33,689
VISA INC COM CL A COM 92826C839   28,664,709 120,704 SH   SOLE   33,633 0 87,071
SPDR BLOOMBERG 1-3 MONTH T-BIL TR UNIT 78468R663   8,355,712 91,001 SH   SOLE   91,001 0 0