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 02079K107 120,550,745 353,791 SH SOLE 0 0 353,791
ALPHABET INC CAP STK CL A 02079K305 22,189,375 64,489 SH SOLE 0 0 64,489
AMAZON COM INC COM 023135106 48,578,270 194,976 SH SOLE 0 0 194,976
AMERICAN TOWER CORP COM 03027X100 13,755,034 84,031 SH SOLE 0 0 84,031
APPLE INC COM 037833100 60,447,126 181,512 SH SOLE 0 0 181,512
ASML HLDG NV N Y REGISTRY SHS N07059210 51,842,749 28,616 SH SOLE 0 0 28,616
BLACKSTONE INC COM 09260D107 14,723,470 131,354 SH SOLE 0 0 131,354
BOEING CO COM 097023105 455,450 2,448 SH SOLE 0 0 2,448
BOOKING HOLDINGS INC COM 09857L108 32,854,711 201,674 SH SOLE 0 0 201,674
BROADCOM INC COM 11135F101 17,869,952 50,884 SH SOLE 0 0 50,884
CATERPILLAR INC COM 149123101 18,961,135 23,386 SH SOLE 0 0 23,386
CISCO SYS INC COM 17275R102 18,291,718 169,950 SH SOLE 0 0 169,950
COPART INC COM 217204106 26,590,934 974,741 SH SOLE 0 0 974,741
CORPAY INC COM SHS 219948106 44,690,554 115,004 SH SOLE 0 0 115,004
COSTCO WHOLESALE CORPORATION COM 22160K105 7,512,126 8,252 SH SOLE 0 0 8,252
CROWDSTRIKE HLDGS INC CL A 22788C105 4,211,643 15,908 SH SOLE 0 0 15,908
DIAMONDBACK ENERGY INC COM 25278X109 16,973,015 92,340 SH SOLE 0 0 92,340
EATON CORP PLC SHS G29183103 18,625,780 43,345 SH SOLE 0 0 43,345
ELI LILLY & CO COM 532457108 47,196,136 40,789 SH SOLE 0 0 40,789
EQT CORP COM 26884L109 42,405,943 873,269 SH SOLE 0 0 873,269
FASTENAL CO COM 311900104 17,614,007 355,623 SH SOLE 0 0 355,623
FERROVIAL NV ORD SHS N3168P101 28,097,917 519,370 SH SOLE 0 0 519,370
HEICO CORP NEW COM 422806109 9,139,058 30,144 SH SOLE 0 0 30,144
HEICO CORP NEW CL A 422806208 16,724,031 73,245 SH SOLE 0 0 73,245
IDEXX LABS INC COM 45168D104 27,031,688 51,766 SH SOLE 0 0 51,766
INTUITIVE SURGICAL INC COM NEW 46120E602 36,932,170 90,825 SH SOLE 0 0 90,825
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 905,709 19,132 SH SOLE 0 0 19,132
ISHARES TR SELECT DIVID ETF 464287168 426,708 2,806 SH SOLE 0 0 2,806
ISHARES TR ISHARES SEMICDTR 464287523 21,902,876 38,518 SH SOLE 0 0 38,518
ISHARES TR INTRM GOV CR ETF 464288612 1,571,714 15,249 SH SOLE 0 0 15,249
JPMORGAN CHASE & CO COM 46625H100 55,842,781 168,796 SH SOLE 0 0 168,796
LOCKHEED MARTIN CORP COM 539830109 15,995,542 31,410 SH SOLE 0 0 31,410
LOWES COS INC COM 548661107 12,676,203 68,784 SH SOLE 0 0 68,784
MARKEL GROUP INC COM 570535104 5,986,725 3,496 SH SOLE 0 0 3,496
MASTERCARD INCORPORATED CL A 57636Q104 7,886,021 14,300 SH SOLE 0 0 14,300
MCDONALDS CORP COM 580135101 12,991,530 56,255 SH SOLE 0 0 56,255
META PLATFORMS INC CL A 30303M102 79,703,809 109,909 SH SOLE 0 0 109,909
MICROSOFT CORP COM 594918104 104,321,296 203,395 SH SOLE 0 0 203,395
MONOLITHIC PWR SYS INC COM 609839105 11,106,482 8,244 SH SOLE 0 0 8,244
NEXTERA ENERGY INC COM 65339F101 13,321,606 175,886 SH SOLE 0 0 175,886
NIKE INC CL B 654106103 1,434,408 40,520 SH SOLE 0 0 40,520
NVIDIA CORPORATION COM 67066G104 106,214,057 465,076 SH SOLE 0 0 465,076
NXP SEMICONDUCTORS N V COM N6596X109 8,017,588 33,754 SH SOLE 0 0 33,754
ORACLE CORP COM 68389X105 8,196,261 59,696 SH SOLE 0 0 59,696
OREILLY AUTOMOTIVE INC COM 67103H107 35,141,090 411,440 SH SOLE 0 0 411,440
PAYCHEX INC COM 704326107 11,747,406 119,263 SH SOLE 0 0 119,263
RTX CORPORATION COM 75513E101 18,131,136 97,663 SH SOLE 0 0 97,663
S&P GLOBAL INC COM 78409V104 5,656,305 14,339 SH SOLE 0 0 14,339
SHERWIN WILLIAMS CO COM 824348106 7,379,284 22,827 SH SOLE 0 0 22,827
SNOWFLAKE INC COM SHS 833445109 11,811,255 34,784 SH SOLE 0 0 34,784
SOUTHERN COPPER CORP COM 84265V105 23,133,787 114,162 SH SOLE 0 0 114,162
SPDR INDEX SHS FDS ST STR PO EX ETF 78463X889 200,438 3,992 SH SOLE 0 0 3,992
SPDR SERIES TRUST ST STR P500ETF 78464A854 1,069,221 11,912 SH SOLE 0 0 11,912
SPDR SERIES TRUST ST STR RATE ETF 78468R200 227,137 7,365 SH SOLE 0 0 7,365
SPDR SERIES TRUST ST STR SP500DIV 78468R788 248,673 5,481 SH SOLE 0 0 5,481
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 429,361 563 SH SOLE 0 0 563
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 51,856,486 113,673 SH SOLE 0 0 113,673
TOYOTA MOTOR CORP ADS 892331307 4,720,501 25,781 SH SOLE 0 0 25,781
UBER TECHNOLOGIES INC COM 90353T100 40,033,544 584,346 SH SOLE 0 0 584,346
UNITEDHEALTH GROUP INC COM 91324P102 96,143,391 261,914 SH SOLE 0 0 261,914
VANGUARD INDEX FDS MRNGSTR TTL STK 922908769 776,174 2,074 SH SOLE 0 0 2,074
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 424,806 5,120 SH SOLE 0 0 5,120
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1,219,872 7,860 SH SOLE 0 0 7,860
VISA INC COM CL A 92826C839 8,665,243 24,115 SH SOLE 0 0 24,115
WABTEC COM 929740108 46,698,053 162,609 SH SOLE 0 0 162,609
WATSCO INC COM 942622200 47,951,847 158,419 SH SOLE 0 0 158,419
ZOETIS INC CL A 98978V103 11,681,302 167,282 SH SOLE 0 0 167,282