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   48,068,311 341,079 SH   SOLE   91,276 0 249,803
ALPHABET INC. CL A COM 02079K305   474,946 3,400 SH   SOLE   0 0 3,400
AMAZON COM INC COM COM 023135106   47,938,741 315,511 SH   SOLE   76,217 0 239,294
AON PLC REGISTERED SHS CL A COM G0403H108   34,029,237 116,931 SH   SOLE   33,126 0 83,805
APPLE INC. COM 037833100   476,127 2,473 SH   SOLE   0 0 2,473
BERKSHIRE HATHAWAY INC CL A COM 084670108   542,625 1 SH   SOLE   0 0 1
BERKSHIRE HATHAWAY INC CL B COM 084670702   356,660 1,000 SH   SOLE   0 0 1,000
CANADIAN PACIFIC KANSAS CITY L COM 13646K108   13,874,793 175,497 SH   SOLE   49,984 0 125,513
COSTAR GROUP INC COM COM 22160N109   8,629,413 98,746 SH   SOLE   27,261 0 71,485
DATADOG INC COM 23804L103   7,719,243 63,596 SH   SOLE   17,359 0 46,237
DRAFTKINGS INC COM 26142V105   7,008,863 198,833 SH   SOLE   56,737 0 142,096
FISERV COM 337738108   25,177,697 189,534 SH   SOLE   50,212 0 139,322
FLOOR & DECOR HLDGS INC CL A COM 339750101   9,453,112 84,736 SH   SOLE   24,636 0 60,100
LINDE PLC COM G54950103   18,401,862 44,805 SH   SOLE   12,886 0 31,919
MASTERCARD INC CL A COM 57636Q104   25,302,781 59,325 SH   SOLE   16,735 0 42,590
MICROSOFT CORP COM COM 594918104   46,158,455 122,749 SH   SOLE   33,081 0 89,668
MONGODB INC CL A COM 60937P106   15,516,266 37,951 SH   SOLE   10,806 0 27,145
NETFLIX INC COM COM 64110L106   15,974,533 32,810 SH   SOLE   9,178 0 23,632
SAP SE SPON ADR COM 803054204   33,217,835 214,877 SH   SOLE   61,427 0 153,450
TAIWAN SEMICONDUCTOR MFG CO SP COM 874039100   11,787,466 113,341 SH   SOLE   32,724 0 80,617
UBER TECHNOLOGIES COM 90353T100   25,970,411 421,803 SH   SOLE   120,156 0 301,647
UNION PACIFIC CORP. COM 907818108   27,156,238 110,562 SH   SOLE   31,731 0 78,831
UNITEDHEALTH GROUP INC COM COM 91324P102   26,540,408 50,412 SH   SOLE   14,274 0 36,138
VISA INC COM CL A COM 92826C839   31,871,702 122,419 SH   SOLE   34,320 0 88,099
WALT DISNEY COM 254687106   11,605,245 128,533 SH   SOLE   36,953 0 91,580
SPDR BLOOMBERG 1-3 MONTH T-BIL TR UNIT 78468R663   6,808,738 74,502 SH   SOLE   74,502 0 0