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   44,042,560 334,035 SH   SOLE   90,282 0 243,753
ALPHABET INC. CL A COM 02079K305   444,924 3,400 SH   SOLE   0 0 3,400
AMAZON COM INC COM COM 023135106   40,137,504 315,745 SH   SOLE   75,282 0 240,463
AON PLC REGISTERED SHS CL A COM G0403H108   31,781,964 98,026 SH   SOLE   27,105 0 70,921
APPLE INC. COM 037833100   423,402 2,473 SH   SOLE   0 0 2,473
BERKSHIRE HATHAWAY INC CL A COM 084670108   531,477 1 SH   SOLE   0 0 1
BERKSHIRE HATHAWAY INC CL B COM 084670702   350,300 1,000 SH   SOLE   0 0 1,000
CANADIAN PACIFIC KANSAS CITY L COM 13646K108   12,790,781 171,896 SH   SOLE   49,392 0 122,504
COSTAR GROUP INC COM COM 22160N109   7,355,067 95,657 SH   SOLE   26,857 0 68,800
DATADOG INC COM 23804L103   5,762,262 63,259 SH   SOLE   17,155 0 46,104
FISERV COM 337738108   21,284,601 188,426 SH   SOLE   49,622 0 138,804
FLOOR & DECOR HLDGS INC CL A COM 339750101   7,829,698 86,516 SH   SOLE   24,348 0 62,168
MASTERCARD INC CL A COM 57636Q104   23,152,491 58,479 SH   SOLE   16,588 0 41,891
MICROSOFT CORP COM COM 594918104   37,143,501 117,636 SH   SOLE   31,873 0 85,763
MONGODB INC CL A COM 60937P106   13,071,087 37,793 SH   SOLE   10,757 0 27,036
NETFLIX INC COM COM 64110L106   11,758,464 31,140 SH   SOLE   8,987 0 22,153
NVIDIA CORP COM 67066G104   5,523,503 12,698 SH   SOLE   3,913 0 8,785
SAP SE SPON ADR COM 803054204   27,207,247 210,387 SH   SOLE   60,696 0 149,691
TAIWAN SEMICONDUCTOR MFG CO SP COM 874039100   9,434,300 108,565 SH   SOLE   32,336 0 76,229
UBER TECHNOLOGIES COM 90353T100   18,702,891 406,673 SH   SOLE   118,736 0 287,937
UNION PACIFIC CORP. COM 907818108   13,755,614 67,552 SH   SOLE   19,413 0 48,139
UNITEDHEALTH GROUP INC COM COM 91324P102   24,186,501 47,971 SH   SOLE   14,106 0 33,865
VISA INC COM CL A COM 92826C839   27,673,578 120,315 SH   SOLE   33,960 0 86,355
WALT DISNEY COM 254687106   10,189,687 125,721 SH   SOLE   36,516 0 89,205
SPDR BLOOMBERG 1-3 MONTH T-BIL TR UNIT 78468R663   8,530,353 92,903 SH   SOLE   92,903 0 0