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
ADVANCED MICRO DEVICES COM 007903107 5,809,100 10,000 SH SOLE 0 0 10,000
ALLIANCE RES PARTNER L P UT LTD PART 01877R108 6,721,522 280,297 SH SOLE 0 0 280,297
ALPHABET INC CAP STK CL A 02079K305 1,181,107 3,305 SH SOLE 0 0 3,305
ALPHABET INC CAP STK CL C 02079K107 8,719,477 24,678 SH SOLE 0 0 24,678
AMAZON COM INC COM 023135106 7,023,879 29,470 SH SOLE 0 0 29,470
AMERICAN EXPRESS CO COM 025816109 1,984,851 5,868 SH SOLE 0 0 5,868
AMPHENOL CORP COM 032095101 4,500,744 25,526 SH SOLE 0 0 25,526
APPLE INC COM 037833100 1,782,457 6,160 SH SOLE 0 0 6,160
BOEING CO COM 097023105 806,134 3,724 SH SOLE 0 0 3,724
BOOKING HOLDINGS COM 09857L108 4,103,441 23,022 SH SOLE 0 0 23,022
BOSTON SCIENTIFIC CORP COM 101137107 1,046,001 24,508 SH SOLE 0 0 24,508
BROADCOM INC COM 11135F101 5,739,911 15,195 SH SOLE 0 0 15,195
BROWN & BROWN INC COM 115236101 1,241,751 19,357 SH SOLE 0 0 19,357
CHURCH & DWIGHT INC COM 171340102 4,148,498 42,821 SH SOLE 0 0 42,821
COPART INC COM 217204106 683,015 24,229 SH SOLE 0 0 24,229
COSTCO WHSL CORP NEW COM 22160K105 3,102,018 3,316 SH SOLE 0 0 3,316
DISNEY WALT CO COM 254687106 272,002 2,826 SH SOLE 0 0 2,826
DOMINOS PIZZA INC COM 25754A201 1,234,490 4,170 SH SOLE 0 0 4,170
EQUIFAX INC COM 294429105 3,602,944 22,700 SH SOLE 0 0 22,700
FACEBOOK INC COM 30303M102 3,561,119 6,322 SH SOLE 0 0 6,322
FASTENAL CO COM 311900104 1,100,031 22,903 SH SOLE 0 0 22,903
FIDELITY NATL INFO SVCS COM 31620M106 236,584 6,085 SH SOLE 0 0 6,085
FISERV INC COM 337738108 1,400,475 28,552 SH SOLE 0 0 28,552
GAMESTOP CL A 36467W109 1,628,819 73,769 SH SOLE 0 0 73,769
HEICO CORP COM 422806109 248,620 698 SH SOLE 0 0 698
HOME DEPOT INC COM 437076102 623,538 1,768 SH SOLE 0 0 1,768
INTERCONTINENTAL EXCHANGE IN COM 45866F104 1,190,227 9,668 SH SOLE 0 0 9,668
INTUIT INC COM 461202103 3,155,490 12,090 SH SOLE 0 0 12,090
IQVIA HOLDINGS INC COM 46266C105 1,139,031 5,895 SH SOLE 0 0 5,895
ISHARES BITCOIN TRUST ETF SHARES 46438F101 218,848 6,574 SH SOLE 0 0 6,574
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 5,297,966 21,986 SH SOLE 0 0 21,986
MASTERCARD INCORPORATED CL A 57636Q104 6,415,891 12,492 SH SOLE 0 0 12,492
MICROSOFT CORP COM 594918104 7,254,263 19,447 SH SOLE 0 0 19,447
MOODY'S CORP COM 615369105 2,680,380 5,918 SH SOLE 0 0 5,918
NASDAQ STOCK MARKET INC COM 631103108 1,417,025 17,978 SH SOLE 0 0 17,978
NEXSTAR MEDIA GROUP INC CL A 65336K103 6,476,387 36,264 SH SOLE 0 0 36,264
NVIDIA CORP COM 67066G104 5,972,886 29,851 SH SOLE 0 0 29,851
ORACLE COM 68389X105 1,304,295 8,900 SH SOLE 0 0 8,900
PALANTIR TECHNOLOGIES INC COM 69608A108 700,020 6,000 SH SOLE 0 0 6,000
QUALCOMM INC COM 68389X105 13,392,239 72,472 SH SOLE 0 0 72,472
SHERWIN WILLIAMS CO COM 824348106 1,428,583 4,149 SH SOLE 0 0 4,149
SUNCOR ENERGY INC NEW COM 867224107 3,250,216 60,548 SH SOLE 0 0 60,548
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 10,457,350 21,897 SH SOLE 0 0 21,897
THE TRADE DESK INC COM 88339J105 361,600 20,000 SH SOLE 0 0 20,000
THERMO FISHER SCIENTIFIC INC COM 883556102 1,561,736 3,115 SH SOLE 0 0 3,115
TRANSDIGM GROUP INC COM 893641100 13,327,060 10,005 SH SOLE 0 0 10,005
UNITEDHEALTH GROUP INC COM 91324P102 3,209,494 7,722 SH SOLE 0 0 7,722
UPSTART HOLDINGS INC COM 91680M107 453,504 12,800 SH SOLE 0 0 12,800
VISA INC COM CL A 92826C839 5,723,427 16,682 SH SOLE 0 0 16,682