The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AMAZON COM INC | COM | 023135106 | 6,047,485 | 27,565 | SH | SOLE | 0 | 0 | 27,565 | ||
| JOHNSON & JOHNSON | COM | 478160104 | 375,765 | 2,460 | SH | SOLE | 0 | 0 | 2,460 | ||
| COSTCO WHSL CORP | NEW COM | 22160K105 | 4,639,849 | 4,687 | SH | SOLE | 0 | 0 | 4,687 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 129,131 | 209 | SH | SOLE | 0 | 0 | 209 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 3,351,972 | 5,965 | SH | SOLE | 0 | 0 | 5,965 | ||
| TYLER TECHNOLOGIES INC | COM | 902252105 | 3,332,946 | 5,622 | SH | SOLE | 0 | 0 | 5,622 | ||
| MICROSOFT CORP | COM | 594918104 | 4,584,628 | 9,217 | SH | SOLE | 0 | 0 | 9,217 | ||
| COPART INC | COM | 217204106 | 4,251,179 | 86,635 | SH | SOLE | 0 | 0 | 86,635 | ||
| NIKE INC | CL B | 654106103 | 3,491,900 | 49,154 | SH | SOLE | 0 | 0 | 49,154 | ||
| TESLA INC | COM | 88160R101 | 22,098,336 | 69,566 | SH | SOLE | 0 | 0 | 69,566 | ||
| MSCI INC | COM | 55354G100 | 3,804,177 | 6,596 | SH | SOLE | 0 | 0 | 6,596 | ||
| ARCH CAP GROUP LTD | ORD | G0450A105 | 2,696,173 | 29,612 | SH | SOLE | 0 | 0 | 29,612 | ||
| AIRBNB INC | COM CL A | 009066101 | 3,099,667 | 23,422 | SH | SOLE | 0 | 0 | 23,422 | ||
| VISA INC | COM CL A | 92826C839 | 3,472,744 | 9,781 | SH | SOLE | 0 | 0 | 9,781 | ||
| COSTAR GROUP INC | COM | 22160N109 | 4,710,073 | 58,583 | SH | SOLE | 0 | 0 | 58,583 | ||
| META PLATFORMS INC | CL A | 30303M102 | 3,713,331 | 5,031 | SH | SOLE | 0 | 0 | 5,031 | ||
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 2,185,185 | 7,311 | SH | SOLE | 0 | 0 | 7,311 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 2,859,777 | 18,101 | SH | SOLE | 0 | 0 | 18,101 | ||
| ANSYS INC | COM | 03662Q105 | 3,241,058 | 9,228 | SH | SOLE | 0 | 0 | 9,228 | ||
| FACTSET RESH SYS INC | COM | 303075105 | 2,991,409 | 6,688 | SH | SOLE | 0 | 0 | 6,688 | ||
| MCDONALDS CORP | COM | 580135101 | 419,264 | 1,435 | SH | SOLE | 0 | 0 | 1,435 | ||
| QXO INC | COM NEW | 82846H405 | 26,100,901 | 1,211,741 | SH | SOLE | 0 | 0 | 1,211,741 | ||
| METTLER TOLEDO INTERNATIONAL | COM | 592688105 | 2,179,106 | 1,855 | SH | SOLE | 0 | 0 | 1,855 | ||
| IDEXX LABS INC | COM | 45168D104 | 2,488,618 | 4,640 | SH | SOLE | 0 | 0 | 4,640 | ||
| MARKEL GROUP INC | COM | 570535104 | 4,821,627 | 2,414 | SH | SOLE | 0 | 0 | 2,414 | ||
| DANAHER CORPORATION | COM | 235851102 | 1,884,532 | 9,540 | SH | SOLE | 0 | 0 | 9,540 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 2,964,187 | 16,710 | SH | SOLE | 0 | 0 | 16,710 | ||
| APPLE INC | COM | 037833100 | 10,457,515 | 50,970 | SH | SOLE | 0 | 0 | 50,970 | ||