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
APOLLO GLOBAL MGMT INC COM 03769M106 12,317,295 86,821 SH SOLE 86,821 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 22,043,684 127,273 SH SOLE 127,273 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,877,246 16,216 SH SOLE 16,216 0 0
ICICI BANK LIMITED ADR 45104G104 3,790,824 112,688 SH SOLE 112,688 0 0
JPMORGAN CHASE & CO. COM 46625H100 8,947,202 30,862 SH SOLE 30,862 0 0
MASTERCARD INCORPORATED CL A 57636Q104 832,233 1,481 SH SOLE 1,481 0 0
PROGRESSIVE CORP COM 743315103 19,002,300 71,207 SH SOLE 71,207 0 0
VISA INC COM CL A 92826C839 22,855,634 64,373 SH SOLE 64,373 0 0
CIBUS INC CL A COM STK 17166A101 17,930 12,993 SH SOLE 12,993 0 0
HEALTHEQUITY INC COM 42226A107 4,974,529 47,485 SH SOLE 47,485 0 0
ELI LILLY & CO COM 532457108 21,334,177 27,368 SH SOLE 27,368 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105 258,757 855 SH SOLE 855 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104 1,736,934 48,208 SH SOLE 48,208 0 0
AMAZON COM INC COM 023135106 34,238,223 156,061 SH SOLE 156,061 0 0
BOOKING HOLDINGS INC COM 09857L108 19,185,541 3,314 SH SOLE 3,314 0 0
MCDONALDS CORP COM 580135101 321,387 1,100 SH SOLE 1,100 0 0
MERCADOLIBRE INC COM 58733R102 14,631,101 5,598 SH SOLE 5,598 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 12,798,370 141,999 SH SOLE 141,999 0 0
ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 213,081 8,304 SH SOLE 8,304 0 0
APPLE INC COM 037833100 13,912,691 67,811 SH SOLE 67,811 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 388,584 1,260 SH SOLE 1,260 0 0
BROADCOM INC COM 11135F101 29,439,420 106,800 SH SOLE 106,800 0 0
CORNING INC COM 219350105 1,419,930 27,000 SH SOLE 27,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 9,584,196 18,818 SH SOLE 18,818 0 0
EQUINIX INC COM 29444U700 354,780 446 SH SOLE 446 0 0
INTUIT COM 461202103 19,226,836 24,411 SH SOLE 24,411 0 0
MICROSOFT CORP COM 594918104 43,102,566 86,654 SH SOLE 86,654 0 0
NVIDIA CORPORATION COM 67066G104 53,094,435 336,062 SH SOLE 336,062 0 0
SERVICENOW INC COM 81762P102 8,753,073 8,514 SH SOLE 8,514 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 14,076,806 62,152 SH SOLE 62,152 0 0
AIR LEASE CORP CL A 00912X302 960,172 16,416 SH SOLE 16,416 0 0
GE VERNOVA INC COM 36828A101 9,991,939 18,883 SH SOLE 18,883 0 0
HOWMET AEROSPACE INC COM 443201108 9,846,091 52,899 SH SOLE 52,899 0 0
UBER TECHNOLOGIES INC COM 90353T100 10,516,683 112,719 SH SOLE 112,719 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 1,185,853 38,241 SH SOLE 38,241 0 0
EXXON MOBIL CORP COM 30231G102 412,012 3,822 SH SOLE 3,822 0 0
ALPHABET INC CAP STK CL A 02079K305 2,529,605 14,354 SH SOLE 14,354 0 0
ALPHABET INC CAP STK CL C 02079k107 28,332,908 159,721 SH SOLE 159,721 0 0
META PLATFORMS INC CL A 30303M102 34,710,896 47,028 SH SOLE 47,028 0 0
NETFLIX INC COM 64110L106 4,479,390 3,345 SH SOLE 3,345 0 0
T-MOBILE US INC COM 872590104 23,016,631 96,603 SH SOLE 96,603 0 0
GENERAL AMERN INVS CO INC COM 368802104 918,776 16,395 SH SOLE 16,395 0 0
ISHARES TR CONV BD ETF 46435G102 1,587,021 17,614 SH SOLE 17,614 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 331,306 583 SH SOLE 583 0 0
SPDR GOLD TR GOLD SHS 78463V107 6,946,161 22,787 SH SOLE 22,787 0 0