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
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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
ADOBE INC COM 00724F101   30,045,350 58,924 SH   SOLE   50,204 0 8,720
ADVANCED MICRO DEVICES INC COM 007903107   8,562,438 83,276 SH   SOLE   73,038 0 10,238
ALPHABET INC CAP STK CL A 02079K305   38,904,678 297,300 SH   SOLE   252,215 0 45,085
AMAZON COM INC COM 023135106   29,254,888 230,136 SH   SOLE   206,811 0 23,325
AMAZON COM INC COM 023135106   50,848,000 400,000 SH Call SOLE   400,000 0 0
AON PLC SHS CL A G0403H108   47,745,286 147,262 SH   SOLE   124,684 0 22,578
APPLE INC COM 037833100   15,408,900 90,000 SH   SOLE   90,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   20,747,909 35,246 SH   SOLE   31,959 0 3,287
CANADIAN PACIFIC KANSAS CITY COM 13646K108   12,582,508 169,097 SH   SOLE   153,536 0 15,561
COPART INC COM 217204106   45,439,181 1,054,518 SH   SOLE   969,788 0 84,730
FAIR ISAAC CORP COM 303250104   30,006,844 34,549 SH   SOLE   29,168 0 5,381
FISERV INC COM 337738108   21,650,590 191,666 SH   SOLE   178,902 0 12,764
HDFC BANK LTD SPONSORED ADS 40415F101   10,403,227 176,296 SH   SOLE   159,806 0 16,490
INTUIT COM 461202103   36,091,779 70,638 SH   SOLE   63,839 0 6,799
ISHARES TR 20 YR TR BD ETF 464287432   26,607,000 300,000 SH Call SOLE   300,000 0 0
ISHARES TR CORE US AGGBD ET 464287226   1,551,660 16,500 SH   SOLE   0 0 16,500
ISHARES TR PFD AND INCM SEC 464288687   1,175,850 39,000 SH   SOLE   0 0 39,000
LINDE PLC SHS G54950103   6,702,300 18,000 SH   SOLE   18,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   36,152,521 91,315 SH   SOLE   83,315 0 8,000
META PLATFORMS INC CL A 30303M102   22,701,880 75,620 SH   SOLE   64,169 0 11,451
META PLATFORMS INC CL A 30303M102   69,048,300 230,000 SH Call SOLE   230,000 0 0
MICROSOFT CORP COM 594918104   57,282,103 181,416 SH   SOLE   153,048 0 28,368
MICROSOFT CORP COM 594918104   151,212,675 478,900 SH Call SOLE   478,900 0 0
MOODYS CORP COM 615369105   31,498,435 99,625 SH   SOLE   88,197 0 11,428
MSCI INC COM 55354G100   46,087,924 89,826 SH   SOLE   79,660 0 10,166
NIKE INC CL B 654106103   28,635,609 299,473 SH   SOLE   253,979 0 45,494
OREILLY AUTOMOTIVE INC COM 67103H107   24,302,916 26,740 SH   SOLE   23,740 0 3,000
S&P GLOBAL INC COM 78409V104   24,726,200 67,667 SH   SOLE   55,117 0 12,550
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102   747,750 15,000 SH   SOLE   0 0 15,000
SERVICENOW INC COM 81762P102   7,825,440 14,000 SH   SOLE   14,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   32,244,548 63,703 SH   SOLE   56,500 0 7,203
UNITEDHEALTH GROUP INC COM 91324P102   45,026,689 89,305 SH   SOLE   81,326 0 7,979
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   3,532,050 47,000 SH   SOLE   0 0 47,000
VERISK ANALYTICS INC COM 92345Y106   7,087,200 30,000 SH   SOLE   30,000 0 0
VISA INC COM CL A 92826C839   35,879,720 155,992 SH   SOLE   127,697 0 28,295
VISA INC COM CL A 92826C839   115,005,000 500,000 SH Call SOLE   500,000 0 0
WELLS FARGO CO NEW PERP PFD CNV A 949746804   1,784,000 1,600 SH   SOLE   0 0 1,600