The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | CAP STK CL C | 02079K107 | 19,422,180 | 57,000 | SH | SOLE | 57,000 | 0 | 0 | ||
| American Express Company | COM | 025816109 | 7,024,710 | 23,100 | SH | SOLE | 23,100 | 0 | 0 | ||
| AutoZone, Inc. | COM | 053332102 | 5,660,040 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
| Bank of America Corporation | COM | 060505104 | 6,858,180 | 126,000 | SH | SOLE | 126,000 | 0 | 0 | ||
| Berkshire Hathaway Inc. - Class B | CL B | 084670702 | 2,489,750 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| Dream Finders Homes, Inc. Class A | CL A | 26154D100 | 1,824,350 | 170,500 | SH | SOLE | 170,500 | 0 | 0 | ||
| Eagle Materials Inc. | COM | 26969P108 | 3,950,562 | 23,100 | SH | SOLE | 23,100 | 0 | 0 | ||
| JPMorgan Chase & Co. | COM | 46625H100 | 7,939,920 | 24,000 | SH | SOLE | 24,000 | 0 | 0 | ||
| MasterCard Incorporated - Class A | CL A | 57636Q104 | 6,055,141 | 10,980 | SH | SOLE | 10,980 | 0 | 0 | ||
| Microsoft Corporation | COM | 594918104 | 7,180,600 | 14,000 | SH | SOLE | 14,000 | 0 | 0 | ||
| Mobility Global, Inc. | COM SHS | 60744M106 | 159,495 | 9,300 | SH | SOLE | 9,300 | 0 | 0 | ||
| Moody's Corporation | COM | 615369105 | 2,497,715 | 5,500 | SH | SOLE | 5,500 | 0 | 0 | ||
| NVR, Inc. | COM | 62944T105 | 4,861,968 | 790 | SH | SOLE | 790 | 0 | 0 | ||
| Ross Stores, Inc. | COM | 778296103 | 8,098,980 | 34,700 | SH | SOLE | 34,700 | 0 | 0 | ||
| S&P Global, Inc. | COM | 78409V104 | 3,668,571 | 9,300 | SH | SOLE | 9,300 | 0 | 0 | ||
| SAP SE | SPONSORED ADR | 803054204 | 5,837,440 | 28,000 | SH | SOLE | 28,000 | 0 | 0 | ||
| The Progressive Corporation | COM | 743315103 | 6,924,154 | 33,400 | SH | SOLE | 33,400 | 0 | 0 | ||
| The TJX Companies, Inc. | COM | 872540109 | 3,969,300 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| UnitedHealth Group Incorporated | COM | 91324P102 | 7,965,636 | 21,700 | SH | SOLE | 21,700 | 0 | 0 | ||
| Visa Inc. - Class A | COM CL A | 92826C839 | 6,396,074 | 17,800 | SH | SOLE | 17,800 | 0 | 0 | ||