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
ABBOTT LABS COM 002824100 BBG001S5N9M6 368,379 3,379 SH   SOLE   82 0 3,297
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 355,793 1,153 SH   SOLE   30 0 1,123
ADOBE SYSTEMS INCORPORATED COM 00724F101 BBG001S5NCQ5 564,264 1,154 SH   SOLE   30 0 1,124
AGNICO EAGLE MINES LTD COM 008474108 BBG001S77MK3 796,781 15,942 SH   SOLE   0 0 15,942
AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 794,653 2,653 SH   SOLE   0 0 2,653
AIRBNB INC COM CL A 009066101 BBG001Y2XS16 351,158 2,740 SH   SOLE   76 0 2,664
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 6,907,228 57,099 SH   SOLE   136 0 56,963
ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 621,152 13,712 SH   SOLE   0 0 13,712
AMAZON COM INC COM 023135106 BBG001S5PQL7 1,598,605 12,263 SH   SOLE   296 0 11,967
AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 3,753,313 21,546 SH   SOLE   0 0 21,546
AMERICAN TOWER CORP NEW COM 03027X100 BBG001S5NPQ6 1,627,932 8,394 SH   SOLE   0 0 8,394
AMERICAN WOODMARK CORPORATIO COM 030506109 BBG001S5NQ57 554,828 7,265 SH   SOLE   0 0 7,265
ANALOG DEVICES INC COM 032654105 BBG001S5ND38 3,994,969 20,507 SH   SOLE   0 0 20,507
AON PLC SHS CL A G0403H108 BBG00SSQFPR9 2,056,011 5,956 SH   SOLE   0 0 5,956
APPLE INC COM 037833100 BBG001S5N8V8 4,275,592 22,043 SH   SOLE   0 0 22,043
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 1,345,812 9,311 SH   SOLE   0 0 9,311
ARISTA NETWORKS INC COM 040413106 BBG001T51KQ0 1,942,127 11,984 SH   SOLE   0 0 11,984
ARMSTRONG WORLD INDS INC NEW COM 04247X102 BBG001SGL0H9 1,907,242 25,963 SH   SOLE   0 0 25,963
AST SPACEMOBILE INC COM CL A 00217D100 BBG00Q402TS1 117,350 24,968 SH   SOLE   0 0 24,968
AUTODESK INC COM 052769106 BBG001S5SCD4 335,356 1,639 SH   SOLE   46 0 1,593
BARRICK GOLD CORP COM 067901108 BBG001S5N9P3 211,879 12,515 SH   SOLE   0 0 12,515
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 6,311,910 18,510 SH   SOLE   0 0 18,510
BLACKROCK INC COM 09247X101 BBG001SDBP55 1,063,664 1,539 SH   SOLE   0 0 1,539
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 3,939,781 1,459 SH   SOLE   0 0 1,459
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105 BBG019Z17GF9 779,857 23,900 SH   SOLE   0 0 23,900
BROOKFIELD CORP CL A LTD VT SH 11271J107 BBG001SF86D7 3,301,166 98,103 SH   SOLE   0 0 98,103
CARMAX INC COM 143130102 BBG001SD9561 3,578,845 42,758 SH   SOLE   0 0 42,758
CDW CORP COM 12514G108 BBG001V18TB6 759,507 4,139 SH   SOLE   0 0 4,139
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 934,030 5,936 SH   SOLE   0 0 5,936
CINCINNATI FINL CORP COM 172062101 BBG001S5PTM0 535,455 5,502 SH   SOLE   0 0 5,502
CISCO SYS INC COM 17275R102 BBG001S6HC62 1,120,255 21,652 SH   SOLE   0 0 21,652
COCA COLA CO COM 191216100 BBG001S5SMQ8 209,394 3,477 SH   SOLE   0 0 3,477
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 BBG001SC5GP2 647,532 9,623 SH   SOLE   0 0 9,623
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 976,425 23,500 SH   SOLE   0 0 23,500
CORTEVA INC COM 22052L104 BBG00BN969D0 405,856 7,083 SH   SOLE   0 0 7,083
CROWN CASTLE INC COM 22822V101 BBG001S7W5T3 543,950 4,774 SH   SOLE   0 0 4,774
DIAGEO PLC SPON ADR NEW 25243Q205 BBG001S7V596 659,744 3,803 SH   SOLE   0 0 3,803
DISNEY WALT CO COM 254687106 BBG001S5QHF3 898,070 10,059 SH   SOLE   0 0 10,059
DOMINION ENERGY INC COM 25746U109 BBG001S5QCP3 482,010 9,307 SH   SOLE   0 0 9,307
DUPONT DE NEMOURS INC COM 26614N102 BBG00BN961H3 669,178 9,367 SH   SOLE   0 0 9,367
ENBRIDGE INC COM 29250N105 BBG001S6Q6D7 510,837 13,751 SH   SOLE   0 0 13,751
ENCORE CAP GROUP INC COM 292554102 BBG001SKFPK8 941,672 19,368 SH   SOLE   0 0 19,368
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 BBG001SDHNW4 230,581 18,156 SH   SOLE   0 0 18,156
ENTERPRISE PRODS PARTNERS L COM 293792107 BBG001S9P0Z1 448,994 17,040 SH   SOLE   0 0 17,040
EOG RES INC COM 26875P101 BBG001S5ZB93 364,720 3,187 SH   SOLE   0 0 3,187
EQUITY COMWLTH COM SH BEN INT 294628102 BBG001S5S0L1 471,268 23,261 SH   SOLE   0 0 23,261
FASTENAL CO COM 311900104 BBG001S5R1F7 605,237 10,260 SH   SOLE   0 0 10,260
FIDELITY NATL INFORMATION SV COM 31620M106 BBG001S8SWQ0 558,870 10,217 SH   SOLE   0 0 10,217
FLOOR & DECOR HLDGS INC CL A 339750101 BBG007GJ2F90 4,393,246 42,259 SH   SOLE   0 0 42,259
GARTNER INC COM 366651107 BBG001S5SD60 239,612 684 SH   SOLE   18 0 666
GENERAL DYNAMICS CORP COM 369550108 BBG001S5RHP1 201,596 937 SH   SOLE   0 0 937
GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 BBG00DRGSD25 1,223,056 12,222 SH   SOLE   0 0 12,222
INGREDION INC COM 457187102 BBG001SBH4X9 447,957 4,228 SH   SOLE   0 0 4,228
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 1,083,659 6,547 SH   SOLE   0 0 6,547
LAUDER ESTEE COS INC CL A 518439104 BBG001S8L5H6 7,343,974 37,397 SH   SOLE   0 0 37,397
LILLY ELI & CO COM 532457108 BBG001S5STL8 545,108 1,162 SH   SOLE   0 0 1,162
LOEWS CORP COM 540424108 BBG001S6KQC0 695,538 11,713 SH   SOLE   0 0 11,713
LOWES COS INC COM 548661107 BBG001S5SVL3 875,265 3,878 SH   SOLE   0 0 3,878
MARKEL GROUP INC COM 570535104 BBG001S9ZK95 1,630,769 1,179 SH   SOLE   0 0 1,179
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 517,976 1,317 SH   SOLE   30 0 1,287
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 523,226 5,939 SH   SOLE   0 0 5,939
MERCK & CO INC COM 58933Y105 BBG001S5TC52 1,718,272 14,891 SH   SOLE   0 0 14,891
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 353,272 1,231 SH   SOLE   0 0 1,231
MICROSOFT CORP COM 594918104 BBG001S5TD05 2,814,333 8,264 SH   SOLE   50 0 8,214
MOELIS & CO CL A 60786M105 BBG001STYX58 2,920,803 64,420 SH   SOLE   0 0 64,420
NETFLIX INC COM 64110L106 BBG001SF6L46 672,188 1,526 SH   SOLE   45 0 1,481
NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 688,670 3,037 SH   SOLE   0 0 3,037
NU HLDGS LTD ORD SHS CL A G6683N103 BBG0136WM2Y9 426,060 54,000 SH   SOLE   0 0 54,000
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 678,111 1,603 SH   SOLE   0 0 1,603
NVR INC COM 62944T105 BBG001S5TSM8 3,664,308 577 SH   SOLE   0 0 577
OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 1,403,336 1,469 SH   SOLE   0 0 1,469
PAYCHEX INC COM 704326107 BBG001S5V135 749,193 6,697 SH   SOLE   0 0 6,697
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 232,220 3,480 SH   SOLE   102 0 3,378
PFIZER INC COM 717081103 BBG001S5V466 675,976 18,429 SH   SOLE   0 0 18,429
PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 460,278 4,715 SH   SOLE   0 0 4,715
PROGRESSIVE CORP COM 743315103 BBG001S5V509 3,063,836 23,146 SH   SOLE   0 0 23,146
PROSPECT CAP CORP COM 74348T102 BBG001SM4WF7 90,340 14,571 SH   SOLE   0 0 14,571
RH COM 74967X103 BBG002293Q93 724,768 2,199 SH   SOLE   0 0 2,199
SAFE BULKERS INC COM Y7388L103 BBG001T0ZJ96 43,009 13,193 SH   SOLE   0 0 13,193
SALESFORCE INC COM 79466L302 BBG001SDLP09 455,688 2,157 SH   SOLE   55 0 2,102
SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 3,379,148 59,618 SH   SOLE   0 0 59,618
SERVICENOW INC COM 81762P102 BBG001T4JFC0 489,476 871 SH   SOLE   26 0 845
SHENANDOAH TELECOMMUNICATION COM 82312B106 BBG001SG37M8 402,687 20,725 SH   SOLE   0 0 20,725
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 254,922 575 SH   SOLE   0 0 575
SPDR SER TR BLOOMBERG 1-3 MO 78468R663 BBG001STKCW9 1,215,697 13,240 SH   SOLE   0 0 13,240
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 BBG001STPPK8 796,345 13,141 SH   SOLE   0 0 13,141
STARBUCKS CORP COM 855244109 BBG001S72KH6 788,518 7,960 SH   SOLE   0 0 7,960
TARGET CORP COM 87612E106 BBG001SC0K41 462,441 3,506 SH   SOLE   0 0 3,506
TEMPUR SEALY INTL INC COM 88023U101 BBG001SH81D4 3,296,158 82,260 SH   SOLE   0 0 82,260
TESLA INC COM 88160R101 BBG001SQKGD7 409,408 1,564 SH   SOLE   0 0 1,564
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 965,447 5,363 SH   SOLE   0 0 5,363
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 284,876 546 SH   SOLE   13 0 533
THOR INDS INC COM 885160101 BBG001S5WPH6 3,816,252 36,872 SH   SOLE   0 0 36,872
UNILEVER PLC SPON ADR NEW 904767704 BBG001S5X1K4 619,304 11,880 SH   SOLE   0 0 11,880
UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 766,473 4,276 SH   SOLE   0 0 4,276
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 411,908 857 SH   SOLE   17 0 840
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 BBG004N1LGK2 397,737 8,137 SH   SOLE   0 0 8,137
VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 744,546 3,380 SH   SOLE   0 0 3,380
VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 806,038 14,373 SH   SOLE   0 0 14,373
VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 974,155 26,194 SH   SOLE   0 0 26,194
VISA INC COM CL A 92826C839 BBG001SRCFY3 548,104 2,308 SH   SOLE   48 0 2,260
ZOETIS INC CL A 98978V103 BBG0039320P7 221,290 1,285 SH   SOLE   35 0 1,250