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
ACCENTURE PLC IRELAND SHS CL A G1151C101   623,898 1,800 SH   OTR   1,800 0 0
ADOBE SYSTEMS INC COM 00724F101   2,459,925 4,875 SH   OTR   4,875 0 0
ALIGN TECHNOLOGY INC COM 016255101   1,139,522 3,475 SH   OTR   3,475 0 0
ALPHABET INC-CL C CAP STK CL C 02079K107   1,827,120 12,000 SH   OTR   12,000 0 0
AMAZON COM INC COM 023135106   1,587,344 8,800 SH   OTR   8,800 0 0
AMERICAN TOWER CORP COM 03027X100   1,185,540 6,000 SH   OTR   6,000 0 0
AMPHENOL CORP NEW CL A 032095101   1,049,685 9,100 SH   OTR   9,100 0 0
COPART INC COM 217204106   3,174,016 54,800 SH   OTR   54,800 0 0
COSTAR GROUP INC COM 22160N109   3,091,200 32,000 SH   OTR   32,000 0 0
DEXCOM INC COM 252131107   2,135,980 15,400 SH   OTR   15,400 0 0
FASTENAL CO COM 311900104   1,234,240 16,000 SH   OTR   16,000 0 0
FISERV INC COM 337738108   1,917,840 12,000 SH   OTR   12,000 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   1,225,455 10,500 SH   OTR   10,500 0 0
HUNT JB TRANS SVCS INC COM 445658107   996,250 5,000 SH   OTR   5,000 0 0
IDEXX LABS INC COM 45168D104   4,586,705 8,495 SH   OTR   8,495 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104   1,030,725 7,500 SH   OTR   7,500 0 0
INTUIT COM 461202103   1,235,000 1,900 SH   OTR   1,900 0 0
LIVE NATION ENTERTAINMENT INC COM 538034109   1,376,068 13,010 SH   OTR   13,010 0 0
MASTERCARD INCORPORATED CL A 57636Q104   5,104,642 10,600 SH   OTR   10,600 0 0
NEOGEN CORP COM 640491106   408,229 25,870 SH   OTR   25,870 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   1,128,880 1,000 SH   OTR   1,000 0 0
PIONEER NAT RES CO COM 723787107   735,000 2,800 SH   OTR   2,800 0 0
POOL CORP COM 73278L105   1,301,288 3,225 SH   OTR   3,225 0 0
POWERSCHOOL HOLDINGS INC COM CL A 73939C106   485,838 22,820 SH   OTR   22,820 0 0
PROGRESSIVE CORP COM 743315103   2,399,112 11,600 SH   OTR   11,600 0 0
RYAN SPECIALTY HOLDINGS INC CL A 78351F107   737,318 13,285 SH   OTR   13,285 0 0
TRANSDIGM GROUP INC COM 893641100   6,853,854 5,565 SH   OTR   5,565 0 0
TYLER TECHNOLOGIES INC COM 902252105   1,020,024 2,400 SH   OTR   2,400 0 0
UBER TECHNOLOGIES INC COM 90353T100   538,930 7,000 SH   OTR   7,000 0 0
ULTA BEAUTY INC COM 90384S303   1,307,200 2,500 SH   OTR   2,500 0 0
UNITEDHEALTH GROUP INC COM 91324P102   1,978,800 4,000 SH   OTR   4,000 0 0
VEEVA SYSTEMS INC CL A COM 922475108   1,431,844 6,180 SH   OTR   6,180 0 0
VISA INC COM CL A 92826C839   1,004,688 3,600 SH   OTR   3,600 0 0
WATSCO INC COM 942622200   2,159,850 5,000 SH   OTR   5,000 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   1,464,127 3,700 SH   OTR   3,700 0 0
ZOETIS INC CL A 98978V103   1,626,108 9,610 SH   OTR   9,610 0 0
ABBOTT LABS COM 002824100   1,704,900 15,000 SH   SOLE   15,000 0 0
ABBVIE INC COM 00287Y109   3,642,000 20,000 SH   SOLE   20,000 0 0
AIR PRODS & CHEMS INC COM 009158106   969,080 4,000 SH   SOLE   4,000 0 0
ANALOG DEVICES INC COM 032654105   1,681,215 8,500 SH   SOLE   8,500 0 0
APPLIED MATLS INC COM 038222105   2,062,300 10,000 SH   SOLE   10,000 0 0
GALLAGHER ARTHUR J & CO COM 363576109   4,125,660 16,500 SH   SOLE   16,500 0 0
AT&T INC COM 00206R102   264,000 15,000 SH   SOLE   15,000 0 0
AUTOMATIC DATA PROCESSING INC COM 053015103   1,248,700 5,000 SH   SOLE   5,000 0 0
AVERY DENNISON CORP COM 053611109   3,460,375 15,500 SH   SOLE   15,500 0 0
BANK AMERICA CORP COM 060505104   1,516,800 40,000 SH   SOLE   40,000 0 0
BANK NEW YORK MELLON CORP COM 064058100   4,609,600 80,000 SH   SOLE   80,000 0 0
BAXTER INTL INC COM 071813109   1,709,600 40,000 SH   SOLE   40,000 0 0
BECTON DICKINSON & CO COM 075887109   1,237,250 5,000 SH   SOLE   5,000 0 0
BOEING CO COM 097023105   4,342,275 22,500 SH   SOLE   22,500 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   2,277,660 42,000 SH   SOLE   42,000 0 0
CATERPILLAR INC COM 149123101   4,580,375 12,500 SH   SOLE   12,500 0 0
CHEVRON CORP NEW COM 166764100   1,577,400 10,000 SH   SOLE   10,000 0 0
CISCO SYS INC COM 17275R102   3,441,344 68,951 SH   SOLE   68,951 0 0
EMERSON ELEC CO COM 291011104   4,820,350 42,500 SH   SOLE   42,500 0 0
EXXON MOBIL CORP COM 30231G102   5,230,800 45,000 SH   SOLE   45,000 0 0
GLOBE LIFE INC COM 37959E102   7,854,975 67,500 SH   SOLE   67,500 0 0
HOME DEPOT INC COM 437076102   9,206,400 24,000 SH   SOLE   24,000 0 0
HONEYWELL INTL INC COM 438516106   3,284,000 16,000 SH   SOLE   16,000 0 0
ILLINOIS TOOL WKS INC COM 452308109   4,024,950 15,000 SH   SOLE   15,000 0 0
INTEL CORP COM 458140100   3,754,450 85,000 SH   SOLE   85,000 0 0
JOHNSON & JOHNSON COM 478160104   16,135,380 102,000 SH   SOLE   102,000 0 0
JPMORGAN CHASE & CO COM 46625H100   13,420,100 67,000 SH   SOLE   67,000 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   2,131,000 10,000 SH   SOLE   10,000 0 0
LOCKHEED MARTIN CORP COM 539830109   3,866,395 8,500 SH   SOLE   8,500 0 0
MERCK & CO INC COM 58933Y105   8,219,825 62,295 SH   SOLE   62,295 0 0
MICROSOFT CORP COM 594918104   8,414,400 20,000 SH   SOLE   20,000 0 0
NORFOLK SOUTHN CORP COM 655844108   3,185,875 12,500 SH   SOLE   12,500 0 0
PFIZER INC COM 717081103   4,370,292 157,488 SH   SOLE   157,488 0 0
PROCTER AND GAMBLE CO COM 742718109   8,112,500 50,000 SH   SOLE   50,000 0 0
RTX CORPORATION COM 75513E101   780,240 8,000 SH   SOLE   8,000 0 0
TEXAS INSTRS INC COM 882508104   1,742,100 10,000 SH   SOLE   10,000 0 0
UNION PAC CORP COM 907818108   3,688,950 15,000 SH   SOLE   15,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   3,710,250 7,500 SH   SOLE   7,500 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   944,100 22,500 SH   SOLE   22,500 0 0
VISA INC COM CL A 92826C839   934,918 3,350 SH   SOLE   3,350 0 0
WALMART INC COM 931142103   8,664,480 144,000 SH   SOLE   144,000 0 0
WASTE MGMT INC DEL COM 94106L109   1,065,750 5,000 SH   SOLE   5,000 0 0
WELLS FARGO CO NEW COM 949746101   1,043,280 18,000 SH   SOLE   18,000 0 0