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
MIDDLEBY CORP COM 596278101 5,968,919 34,701 SH SOLE 34,701 0 0
BROWN FORMAN CORP CL B 115637209 2,943,866 110,464 SH SOLE 110,464 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 3,581,082 19,557 SH SOLE 19,557 0 0
PROGRESSIVE CORP COM 743315103 6,970,084 31,907 SH SOLE 31,907 0 0
SIRIUSXM HOLDINGS INC COMMON STOCK 829933100 1,260,590 42,674 SH SOLE 42,674 0 0
JPMORGAN CHASE & CO COM 46625H100 2,494,909 7,622 SH SOLE 7,622 0 0
NETFLIX INC. COM 64110L106 1,004,455 14,068 SH SOLE 14,068 0 0
VISA INC COM CL A 92826C839 3,026,054 8,820 SH SOLE 8,820 0 0
TIDEWATER INC NEW COM 88642R109 592,474 8,892 SH SOLE 8,892 0 0
ITT INC COM 45073V108 2,000,342 10,115 SH SOLE 10,115 0 0
KLA CORP COM NEW 482480100 2,028,396 6,723 SH SOLE 6,723 0 0
SPHERE ENTERTAINMENT CO CL A 55826T102 3,596,602 20,786 SH SOLE 20,786 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 2,250,941 25,861 SH SOLE 25,861 0 0
ALPHABET INC CAP STK CL C 02079K107 2,404,411 6,805 SH SOLE 6,805 0 0
ROYAL GOLD INC COM 780287108 3,410,137 17,084 SH SOLE 17,084 0 0
ADVANCED MICRO DEVICES INC COM 007903107 5,289,766 9,106 SH SOLE 9,106 0 0
MICROSOFT CORP COM 594918104 2,917,016 7,820 SH SOLE 7,820 0 0
SOLVENTUM CORP COM SHS 83444M101 1,334,001 17,291 SH SOLE 17,291 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 1,328,300 3,700 SH SOLE 3,700 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 11,981,600 16 SH SOLE 16 0 0
COSTAR GROUP INC COM 22160N109 752,151 26,559 SH SOLE 26,559 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 3,118,118 32,774 SH SOLE 32,774 0 0
INTUIT COM 461202103 1,083,672 4,152 SH SOLE 4,152 0 0
AUTOZONE INC COM 053332102 6,737,042 2,108 SH SOLE 2,108 0 0
ELI LILLY & CO COM 532457108 2,707,114 2,257 SH SOLE 2,257 0 0
APPLIED MATLS INC COM 038222105 3,260,007 4,509 SH SOLE 4,509 0 0
NVIDIA CORPORATION COM 67066G104 2,997,348 14,980 SH SOLE 14,980 0 0
RYAN SPECIALTY HOLDINGS INC CL A 78351F107 867,763 22,981 SH SOLE 22,981 0 0
WISDOMTREE INC COM 97717P104 2,752,022 162,457 SH SOLE 162,457 0 0
MICRON TECHNOLOGY INC COM 595112103 1,322,816 1,146 SH SOLE 1,146 0 0
SCHWAB CHARLES CORP COM 808513105 6,186,150 67,044 SH SOLE 67,044 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 638,498 1,276 SH SOLE 1,276 0 0
AMAZON COM INC COM 023135106 3,062,192 12,848 SH SOLE 12,848 0 0
COOPER COS INC COM 216648501 3,633,976 50,676 SH SOLE 50,676 0 0
GALLAGHER ARTHUR J & CO COM 363576109 1,903,135 8,290 SH SOLE 8,290 0 0
MEDLINE INC COM CL A 58507V107 1,193,967 30,273 SH SOLE 30,273 0 0
BROADCOM INC COM 11135F101 1,414,674 3,745 SH SOLE 3,745 0 0
WATERS CORP COM 941848103 2,961,316 7,896 SH SOLE 7,896 0 0
META PLATFORMS INC CL A 30303M102 757,062 1,344 SH SOLE 1,344 0 0
NATIONAL VISION HLDGS INC COM 63845R107 1,831,823 96,361 SH SOLE 96,361 0 0