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
AMAZON COM INC COM 023135106 10,784,141 46,721 SH SOLE 46,721 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 8,852,450 86,038 SH SOLE 86,038 0 0
ALPHABET INC CAP STK CL A 02079K305 10,131,184 32,368 SH SOLE 32,368 0 0
HEICO CORP NEW CL A 422806208 13,360,868 52,929 SH SOLE 52,929 0 0
MICROSOFT CORP COM 594918104 19,117,982 39,531 SH SOLE 39,531 0 0
MURPHY USA INC COM 626755102 20,913,231 51,827 SH SOLE 51,827 0 0
NVIDIA CORPORATION COM 67066G104 13,064,139 70,049 SH SOLE 70,049 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 16,138,059 176,933 SH SOLE 176,933 0 0
PROGRESSIVE CORP COM 743315103 27,804,612 122,100 SH SOLE 122,100 0 0
SOMNIGROUP INTERNATIONAL INC COM 88023U101 12,926,226 144,783 SH SOLE 144,783 0 0
SLEEP NUMBER CORP COM 83125X103 1,107,896 130,957 SH SOLE 130,957 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102 3,907,628 13,605 SH SOLE 13,605 0 0