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
ALPHABET INC CAP STK CL C COM 02079K107 90,571,552 256,337 SH SOLE 103,444 0 152,893
AMAZON COM INC COM COM 023135106 63,935,658 268,254 SH SOLE 105,571 0 162,683
AON PLC REGISTERED SHS CL A COM G0403H108 36,810,452 110,978 SH SOLE 43,741 0 67,237
APPLIED MATERIALS INC COM 038222105 63,701,361 88,107 SH SOLE 35,314 0 52,793
BERKSHIRE HATHAWAY INC CL A COM 084670108 748,850 1 SH SOLE 0 0 1
BERKSHIRE HATHAWAY INC CL B COM 084670702 500,390 1,000 SH SOLE 0 0 1,000
BROADCOM COM 11135F101 25,852,454 68,438 SH SOLE 26,453 0 41,985
CARPENTER TECHNOLOGY COM 144285103 32,824,524 53,214 SH SOLE 20,564 0 32,650
CONSTELLATION ENERGY COM 21037T109 6,021,234 24,243 SH SOLE 9,946 0 14,297
COSTAR GROUP INC COM COM 22160N109 3,139,858 110,871 SH SOLE 42,846 0 68,025
GE AEROSPACE COM 369604301 59,019,815 157,921 SH SOLE 61,056 0 96,865
GE HEALTHCARE TECHNOLOGIES INC COM 36266G107 18,133,521 283,292 SH SOLE 111,804 0 171,488
GE VERNOVA COM 36828A101 28,389,317 24,164 SH SOLE 9,698 0 14,466
GUIDEWIRE SOFTWARE COM 40171V100 10,191,616 82,825 SH SOLE 32,561 0 50,264
HOWMET AEROSPACE COM 443201108 22,443,088 83,475 SH SOLE 32,337 0 51,138
LINDE PLC COM G54950103 27,373,566 52,749 SH SOLE 20,460 0 32,289
MASTERCARD INC CL A COM 57636Q104 28,173,618 54,855 SH SOLE 21,281 0 33,574
MERCADOLIBRE COM 58733r102 6,877,824 4,052 SH SOLE 1,586 0 2,466
META PLATFORMS INC CL A COM 30303M102 46,818,412 83,116 SH SOLE 32,867 0 50,249
MICROSOFT CORP COM COM 594918104 65,443,565 175,443 SH SOLE 68,804 0 106,639
NATERA COM 632307104 11,198,398 41,254 SH SOLE 16,610 0 24,644
SAP SE SPON ADR COM 803054204 29,103,365 188,848 SH SOLE 75,970 0 112,878
SPOTIFY TECHNOLOGY SA COM L8681T102 14,504,835 31,592 SH SOLE 12,447 0 19,145
TAIWAN SEMICONDUCTOR MFG CO SP COM 874039100 77,895,497 163,108 SH SOLE 63,957 0 99,151
TWIST BIOSCIENCE COM 90184D100 4,715,711 45,837 SH SOLE 18,353 0 27,484
UNION PACIFIC CORP. COM 907818108 51,456,416 189,178 SH SOLE 74,524 0 114,654
VISA INC COM CL A COM 92826C839 33,264,865 96,957 SH SOLE 37,661 0 59,296
WOODWARD COM 980745103 54,190,420 127,375 SH SOLE 50,192 0 77,183
ISHARES 0-3 MONTH TREASURY BON TR UNIT 46436E718 7,847,126 77,949 SH SOLE 77,949 0 0
SPDR BLOOMBERG 1-3 MONTH T-BIL TR UNIT 78468R663 31,658,321 345,464 SH SOLE 345,464 0 0