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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE SYSTEMS INCORPORATED COM 00724F101 33,973 92,808 SH   SOLE   74,708 0 18,100
ADVANCED MICRO DEVICES INC COM 007903107 12,235 160,000 SH Call SOLE   160,000 0 0
ALPHABET INC CAP STK CL A 02079K305 40,301 18,493 SH   SOLE   15,379 0 3,114
ALPHABET INC CAP STK CL A 02079K305 21,793 10,000 SH Call SOLE   10,000 0 0
AMAZON COM INC COM 023135106 19,726 185,720 SH   SOLE   175,720 0 10,000
AMAZON COM INC COM 023135106 21,242 200,000 SH Call SOLE   200,000 0 0
AON PLC SHS CL A G0403H108 42,695 158,313 SH   SOLE   126,513 0 31,800
APPLE INC COM 037833100 11,621 85,000 SH   SOLE   85,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 10,521 22,112 SH   SOLE   16,612 0 5,500
AUTODESK INC COM 052769106 13,757 80,000 SH   SOLE   80,000 0 0
CALLAWAY GOLF CO COM 131193104 577 28,260 SH   SOLE   0 0 28,260
COPART INC COM 217204106 32,096 295,385 SH   SOLE   257,385 0 38,000
CRICUT INC COM CL A 22658D100 1,251 203,575 SH   SOLE   203,575 0 0
FAIR ISAAC CORP COM 303250104 22,619 56,420 SH   SOLE   46,220 0 10,200
FISERV INC COM 337738108 32,025 359,951 SH   SOLE   321,901 0 38,050
FISERV INC COM 337738108 8,897 100,000 SH Call SOLE   100,000 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 30,742 559,343 SH   SOLE   424,643 0 134,700
INTUIT COM 461202103 22,157 57,487 SH   SOLE   51,987 0 5,500
ISHARES TR CORE US AGGBD ET 464287226 1,525 15,000 SH   SOLE   0 0 15,000
ISHARES TR PFD AND INCM SEC 464288687 986 30,000 SH   SOLE   0 0 30,000
LAUDER ESTEE COS INC CL A 518439104 13,753 54,000 SH   SOLE   44,000 0 10,000
MASTERCARD INCORPORATED CL A 57636Q104 25,751 81,629 SH   SOLE   70,629 0 11,000
META PLATFORMS INC CL A 30303M102 23,007 142,678 SH   SOLE   113,178 0 29,500
MICROSOFT CORP COM 594918104 48,608 189,262 SH   SOLE   150,237 0 39,025
MOODYS CORP COM 615369105 34,442 126,640 SH   SOLE   105,640 0 21,000
MSCI INC COM 55354G100 34,436 83,555 SH   SOLE   74,155 0 9,400
NIKE INC CL B 654106103 22,886 223,920 SH   SOLE   180,920 0 43,000
OREILLY AUTOMOTIVE INC COM 67103H107 18,321 29,000 SH   SOLE   25,000 0 4,000
PAGSEGURO DIGITAL LTD COM CL A G68707101 2,560 250,000 SH   SOLE   250,000 0 0
PAYPAL HLDGS INC COM 70450Y103 13,409 192,000 SH   SOLE   192,000 0 0
PAYPAL HLDGS INC COM 70450Y103 2,095 30,000 SH Call SOLE   30,000 0 0
S&P GLOBAL INC COM 78409V104 17,544 52,049 SH   SOLE   43,749 0 8,300
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 663 15,000 SH   SOLE   0 0 15,000
SERVICENOW INC COM 81762P102 9,510 20,000 SH   SOLE   20,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 30,942 60,243 SH   SOLE   52,243 0 8,000
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 5,796 76,000 SH   SOLE   0 0 76,000
VERISK ANALYTICS INC COM 92345Y106 5,020 29,000 SH   SOLE   29,000 0 0
VISA INC COM CL A 92826C839 23,207 117,872 SH   SOLE   86,872 0 31,000
WELLS FARGO CO NEW PERP PFD CNV A 949746804 1,945 1,600 SH   SOLE   0 0 1,600