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
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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
Alphabet Inc. - Class C GOOG 02079K107 20,139,810 57,000 SH SOLE 0 0 0
American Express Company AXP 025816109 7,813,575 23,100 SH SOLE 0 0 0
AutoZone, Inc. AZO 053332102 6,391,880 2,000 SH SOLE 0 0 0
Bank of America Corporation BAC 060505104 7,179,480 126,000 SH SOLE 0 0 0
Berkshire Hathaway Inc. - Class B BRK.B.N 084670702 2,501,950 5,000 SH SOLE 0 0 0
Constellation Software, Inc. CSU.TO 21037X100 4,092,967 2,100 SH SOLE 0 0 0
Dream Finders Homes, Inc. Class A DFH 26154D100 2,942,830 170,500 SH SOLE 0 0 0
Eagle Materials Inc. EXP 26969P108 5,197,500 23,100 SH SOLE 0 0 0
JPMorgan Chase & Co. JPM 46625H100 7,855,920 24,000 SH SOLE 0 0 0
MasterCard Incorporated - Class A MA 57636Q104 5,639,328 10,980 SH SOLE 0 0 0
Microsoft Corporation MSFT 594918104 5,222,280 14,000 SH SOLE 0 0 0
Moody's Corporation MCO 615369105 2,491,060 5,500 SH SOLE 0 0 0
NVR, Inc. NVR 62944T105 5,382,586 790 SH SOLE 0 0 0
Ross Stores, Inc. ROST 778296103 7,385,895 34,700 SH SOLE 0 0 0
S&P Global, Inc. SPGI 78409V104 3,787,518 9,300 SH SOLE 0 0 0
SAP SE SAP 803050205 4,315,080 28,000 SH SOLE 0 0 0
The Progressive Corporation PGR 743315103 7,296,230 33,400 SH SOLE 0 0 0
The TJX Companies, Inc. TJX 872540109 4,545,000 30,000 SH SOLE 0 0 0
UnitedHealth Group Incorporated UNH 91324P102 9,019,171 21,700 SH SOLE 0 0 0
Visa Inc. - Class A V 92826C839 6,107,002 17,800 SH SOLE 0 0 0