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
ACCENTURE CL A ORD SHS CLASS A G1151C101 14,895,468 119,700 SH SOLE 119,700 0 0
ACI WORLDWIDE ORD COM 004498101 18,491,633 367,700 SH SOLE 367,700 0 0
ALPHABET CL C ORD CAP STK CL C 02079K107 94,727,773 268,100 SH SOLE 268,100 0 0
AMAZON COM ORD COM 023135106 51,838,950 217,500 SH SOLE 217,500 0 0
AMPHENOL CL A ORD CAP STK CL C 032095101 1,622,144 9,200 SH SOLE 9,200 0 0
ANALOG DEVICES ORD COM 032654105 33,848,813 85,225 SH SOLE 85,225 0 0
AON CL A ORD CL A G0403H108 70,935,223 213,860 SH SOLE 213,860 0 0
ASML HOLDING ADR REP ORD COM N07059210 10,941,920 5,500 SH SOLE 5,500 0 0
BERKSHIRE HATHAWAY CL B ORD SHS CL A 084670702 135,905,924 271,600 SH SOLE 271,600 0 0
BIO TECHNE ORD N Y REGISTRY SHS 09073M104 38,377,080 543,200 SH SOLE 543,200 0 0
CAPITAL ONE FINANCIAL ORD CL B NEW 14040H105 8,024,800 40,000 SH SOLE 40,000 0 0
CHARTER COMMUNICATIONS CL A ORD COM 16119P108 92,437 650 SH SOLE 650 0 0
COMCAST CL A ORD COM 20030N101 1,153,850 47,000 SH SOLE 47,000 0 0
COSTAR GROUP ORD CL A 22160N109 11,984,486 423,181 SH SOLE 423,181 0 0
DANAHER ORD CL A 235851102 93,239,960 489,500 SH SOLE 489,500 0 0
EQUIFAX ORD COM 294429105 30,471,066 191,980 SH SOLE 191,980 0 0
EURONET WORLDWIDE ORD COM 298736109 11,710,400 160,000 SH SOLE 160,000 0 0
FERGUSON ENTERPRISES ORD COM 31488V107 1,234,116 5,200 SH SOLE 5,200 0 0
FORTIVE ORD COM 34959J108 1,328,708 21,750 SH SOLE 21,750 0 0
GLOBAL PAYMENTS ORD COMMON STOCK NEW 37940X102 25,396,000 350,000 SH SOLE 350,000 0 0
HEICO CL A ORD COM 422806208 52,737,179 204,479 SH SOLE 204,479 0 0
IDEX ORD COM 45167R104 57,282,180 252,400 SH SOLE 252,400 0 0
IDEXX LABORATORIES ORD CL A 45168D104 18,583,332 35,300 SH SOLE 35,300 0 0
INGERSOLL RAND ORD COM 45687V106 13,255,323 161,670 SH SOLE 161,670 0 0
LABCORP HOLDINGS ORD COM 504922105 27,734,000 99,050 SH SOLE 99,050 0 0
LIBERTY BROADBAND SRS A ORD COM 530307107 4,118,400 123,750 SH SOLE 123,750 0 0
LIBERTY BROADBAND SRS C ORD COM SHS 530307305 19,157,760 576,000 SH SOLE 576,000 0 0
LINDE ORD COM SER A G54950103 3,684,474 7,100 SH SOLE 7,100 0 0
LKQ ORD COM SER C 501889208 10,742,640 408,000 SH SOLE 408,000 0 0
MARTIN MARIETTA MATERIALS ORD SHS 573284106 27,318,279 47,370 SH SOLE 47,370 0 0
MASTERCARD CL A ORD COM 57636Q104 74,651,760 145,350 SH SOLE 145,350 0 0
MERCADOLIBRE ORD COM 58733R102 15,615,988 9,200 SH SOLE 9,200 0 0
META PLATFORMS CL A ORD CL A 30303M102 57,996,338 102,960 SH SOLE 102,960 0 0
METTLER TOLEDO ORD COM 592688105 3,257,651 2,550 SH SOLE 2,550 0 0
MICROSOFT ORD CL A 594918104 57,146,664 153,200 SH SOLE 153,200 0 0
NETFLIX ORD COM 64110L106 10,510,080 147,200 SH SOLE 147,200 0 0
NVIDIA ORD COM 67066G104 7,003,150 35,000 SH SOLE 35,000 0 0
ORACLE ORD COM 68389X105 8,060,250 55,000 SH SOLE 55,000 0 0
PERIMETER SOLUTIONS ORD COM 71385M107 16,071,626 450,817 SH SOLE 450,817 0 0
POOL ORD COM 73278L105 3,223,500 15,000 SH SOLE 15,000 0 0
REPLIGEN ORD COM 759916109 5,566,752 40,800 SH SOLE 40,800 0 0
S&P GLOBAL ORD COM 78409V104 2,911,909 7,150 SH SOLE 7,150 0 0
SALESFORCE ORD COM 79466L302 7,723,338 49,300 SH SOLE 49,300 0 0
SIRIUSXM HOLDINGS ORD COM 829933100 35,093,520 1,188,000 SH SOLE 1,188,000 0 0
TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD COMMON STOCK 874039100 9,551,400 20,000 SH SOLE 20,000 0 0
TEXAS INSTRUMENTS ORD SPONSORED ADS 882508104 23,219,653 77,900 SH SOLE 77,900 0 0
THERMO FISHER SCIENTIFIC ORD COM 883556102 57,756,672 115,200 SH SOLE 115,200 0 0
VERALTO ORD COM CL A 92338C103 6,872,700 77,500 SH SOLE 77,500 0 0
VISA CL A ORD COM 92826C839 91,032,070 265,330 SH SOLE 265,330 0 0
VULCAN MATERIALS ORD COM 929160109 60,123,038 203,800 SH SOLE 203,800 0 0