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 32,313 117,410 SH   SOLE   97,250 0 20,160
ADVANCED MICRO DEVICES INC COM 007903107 9,504 150,000 SH   SOLE   150,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 15,840 250,000 SH Call SOLE   250,000 0 0
ALPHABET INC CAP STK CL A 02079K305 39,305 410,929 SH   SOLE   336,007 0 74,922
ALPHABET INC CAP STK CL A 02079K305 143,475 1,500,000 SH Call SOLE   1,500,000 0 0
AMAZON COM INC COM 023135106 23,428 207,325 SH   SOLE   197,325 0 10,000
AMAZON COM INC COM 023135106 2,825 25,000 SH Call SOLE   25,000 0 0
AON PLC SHS CL A G0403H108 40,654 151,768 SH   SOLE   120,093 0 31,675
APPLE INC COM 037833100 11,747 85,000 SH   SOLE   85,000 0 0
APPLE INC COM 037833100 3,801 27,500 SH Call SOLE   27,500 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 11,332 27,284 SH   SOLE   21,784 0 5,500
COPART INC COM 217204106 31,242 293,637 SH   SOLE   255,637 0 38,000
FAIR ISAAC CORP COM 303250104 22,563 54,763 SH   SOLE   44,563 0 10,200
FISERV INC COM 337738108 30,304 323,867 SH   SOLE   287,740 0 36,127
HDFC BANK LTD SPONSORED ADS 40415F101 24,654 422,033 SH   SOLE   318,931 0 103,102
INTUIT COM 461202103 28,047 72,412 SH   SOLE   64,824 0 7,588
ISHARES INC MSCI GERMANY ETF 464286806 1,974 100,000 SH Put SOLE   0 0 100,000
ISHARES TR CORE US AGGBD ET 464287226 1,445 15,000 SH   SOLE   0 0 15,000
ISHARES TR PFD AND INCM SEC 464288687 950 30,000 SH   SOLE   0 0 30,000
LAM RESEARCH CORP COM 512807108 10,980 30,000 SH   SOLE   30,000 0 0
LAUDER ESTEE COS INC CL A 518439104 3,886 18,000 SH   SOLE   14,604 0 3,396
MASTERCARD INCORPORATED CL A 57636Q104 26,188 92,093 SH   SOLE   81,093 0 11,000
MASTERCARD INCORPORATED CL A 57636Q104 14,217 50,000 SH Call SOLE   50,000 0 0
META PLATFORMS INC CL A 30303M102 20,840 153,580 SH   SOLE   124,080 0 29,500
MICROSOFT CORP COM 594918104 46,659 200,337 SH   SOLE   160,871 0 39,466
MICROSOFT CORP COM 594918104 116,450 500,000 SH Call SOLE   500,000 0 0
MOODYS CORP COM 615369105 30,901 127,106 SH   SOLE   106,106 0 21,000
MSCI INC COM 55354G100 34,559 81,936 SH   SOLE   72,536 0 9,400
NIKE INC CL B 654106103 26,710 321,346 SH   SOLE   266,680 0 54,666
NIKE INC CL B 654106103 4,987 60,000 SH Call SOLE   60,000 0 0
NVIDIA CORPORATION COM 67066G104 12,139 100,000 SH Call SOLE   100,000 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 18,990 27,000 SH   SOLE   23,000 0 4,000
PAYPAL HLDGS INC COM 70450Y103 12,911 150,000 SH   SOLE   150,000 0 0
S&P GLOBAL INC COM 78409V104 17,268 56,553 SH   SOLE   48,253 0 8,300
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 630 15,000 SH   SOLE   0 0 15,000
SERVICENOW INC COM 81762P102 13,594 36,000 SH   SOLE   36,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 29,593 58,597 SH   SOLE   51,597 0 7,000
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 5,646 76,000 SH   SOLE   0 0 76,000
VERISK ANALYTICS INC COM 92345Y106 5,457 32,000 SH   SOLE   32,000 0 0
VISA INC COM CL A 92826C839 20,401 114,828 SH   SOLE   86,428 0 28,400
WELLS FARGO CO NEW PERP PFD CNV A 949746804 1,927 1,600 SH   SOLE   0 0 1,600