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
Expires: July 31, 2015
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
OREILLY AUTOMOTIVE INC COM 67103H107 22,553,230 250,230 SH SOLE 0 0 250,230
AUTOZONE INC COM 053332102 14,106,474 3,800 SH SOLE 0 0 3,800
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 13,052,371 59,942 SH SOLE 0 0 59,942
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12,371,590 25,468 SH SOLE 0 0 25,468
HILTON WORLDWIDE HLDGS INC COM 43300A203 11,903,001 44,691 SH SOLE 0 0 44,691
CDW CORP COM 12514G108 11,733,542 65,701 SH SOLE 0 0 65,701
SERVICENOW INC COM 81762P102 11,180,370 10,875 SH SOLE 0 0 10,875
VISA INC COM CL A 92826C839 9,615,819 27,083 SH SOLE 0 0 27,083
S&P GLOBAL INC COM 78409V104 6,952,319 13,185 SH SOLE 0 0 13,185
SHERWIN WILLIAMS CO COM 824348106 6,035,239 17,577 SH SOLE 0 0 17,577
BUILDERS FIRSTSOURCE INC COM 12008R107 3,576,782 30,652 SH SOLE 0 0 30,652
PALVELLA THERAPEUTICS INC NE COM 697947109 2,062,590 91,508 SH SOLE 0 0 91,508
SPDR SERIES TRUST BLOOMBERG 1-3 MO 78468R663 914,273 9,967 SH SOLE 0 0 9,967
AMAZON COM INC COM 023135106 1,316,340 6,000 SH SOLE 0 0 6,000
CONSTELLATION BRANDS INC CL A 21036P108 162,680 1,000 SH SOLE 0 0 1,000