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
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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
ALPHABET INC CAP STK CL A 02079K305 134,974,003 377,687 SH SOLE 358,820 0 18,867
ALPHABET INC CAP STK CL A 02079K305 35,737,000 100,000 SH Call SOLE 100,000 0 0
AMAZON COM INC COM 023135106 53,117,407 222,864 SH SOLE 208,642 0 14,222
AON PLC SHS CL A G0403H108 82,929,465 250,021 SH SOLE 239,924 0 10,097
ASML HLDG NV N Y REGISTRY SHS N07059210 101,268,465 50,903 SH SOLE 48,485 0 2,418
BOOKING HOLDINGS INC COM 09857L108 68,004,263 381,532 SH SOLE 362,363 0 19,169
BROADCOM INC COM 11135F101 43,449,183 115,021 SH SOLE 106,008 0 9,013
BROADCOM INC COM 11135F101 18,887,500 50,000 SH Call SOLE 50,000 0 0
CME GROUP INC COM 12572Q105 22,991,494 104,114 SH SOLE 100,985 0 3,129
COPART INC COM 217204106 65,213,251 2,313,347 SH SOLE 2,242,215 0 71,132
FAIR ISAAC CORP COM 303250104 100,908,730 84,458 SH SOLE 80,343 0 4,115
GALLAGHER ARTHUR J & CO COM 363576109 86,817,405 378,174 SH SOLE 365,575 0 12,599
INTUIT COM 461202103 76,508,496 293,136 SH SOLE 278,549 0 14,587
ISHARES TR CORE US AGGBD ET 464287226 1,880,620 19,000 SH SOLE 0 0 19,000
ISHARES TR PFD AND INCM SEC 464288687 1,524,500 50,000 SH SOLE 0 0 50,000
MASTERCARD INCORPORATED CL A 57636Q104 95,179,324 185,318 SH SOLE 179,045 0 6,273
META PLATFORMS INC CL A 30303M102 167,368,105 297,126 SH SOLE 281,503 0 15,623
META PLATFORMS INC CL A 30303M102 84,493,500 150,000 SH Call SOLE 150,000 0 0
MICROSOFT CORP COM 594918104 141,564,447 379,509 SH SOLE 360,244 0 19,265
MICROSOFT CORP COM 594918104 74,604,000 200,000 SH Call SOLE 200,000 0 0
MKS INC. COM 55306N104 18,970,275 42,649 SH SOLE 40,508 0 2,141
MSCI INC COM 55354G100 50,149,902 89,547 SH SOLE 85,076 0 4,471
NETFLIX INC. COM 64110L106 131,656,173 1,843,924 SH SOLE 1,756,785 0 87,139
NETFLIX INC. COM 64110L106 42,840,000 600,000 SH Call SOLE 600,000 0 0
NIKE INC CL B 654106103 6,163,535 150,147 SH SOLE 145,143 0 5,004
NVIDIA CORPORATION COM 67066G104 132,244,082 660,923 SH SOLE 627,720 0 33,203
NVIDIA CORPORATION COM 67066G104 50,022,500 250,000 SH Call SOLE 250,000 0 0
ORACLE CORP COM 68389X105 90,512,504 617,622 SH SOLE 582,507 0 35,115
ORACLE CORP COM 68389X105 21,982,500 150,000 SH Call SOLE 150,000 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 53,585,973 581,887 SH SOLE 562,518 0 19,369
S&P GLOBAL INC COM 78409V104 84,442,917 207,344 SH SOLE 197,718 0 9,626
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 868,800 30,000 SH SOLE 0 0 30,000
SERVICENOW INC COM 81762P102 23,182,078 233,502 SH SOLE 215,877 0 17,625
THERMO FISHER SCIENTIFIC INC COM 883556102 24,324,484 48,517 SH SOLE 46,066 0 2,451
UNITEDHEALTH GROUP INC COM 91324P102 91,955,644 221,244 SH SOLE 214,387 0 6,857
VISA INC COM CL A 92826C839 68,096,503 198,480 SH SOLE 189,178 0 9,302
WELLS FARGO & CO PERP PFD CNV A 949746804 1,619,800 1,400 SH SOLE 0 0 1,400