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
ABBOTT LABORATORIES COM 002824100 181,916,302 1,840,699 SH SOLE 1,302,877 0 537,822
ALPHABET INC CAP STK CL A 02079K305 170,459,881 495,408 SH SOLE 350,293 0 145,115
AMAZON COM INC COM 023135106 299,058,731 1,200,316 SH SOLE 849,408 0 350,908
ANALOG DEVICES INC COM 032654105 52,660,476 132,743 SH SOLE 93,243 0 39,500
APPLE INC COM 037833100 144,010,486 432,438 SH SOLE 307,448 0 124,990
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 34,766,869 69,820 SH SOLE 43,696 0 26,124
BERKSHIRE HATHAWAY INC DEL CL A 084670108 17,181,115 23 SH SOLE 23 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108 913,123 10,730 SH SOLE 10,730 0 0
CHARLES RIV LABS INTL INC COM 159864107 17,618,882 59,723 SH SOLE 42,023 0 17,700
CSX CORP COM 126408103 120,433,620 2,589,413 SH SOLE 1,852,678 0 736,735
ELEMENT SOLUTIONS INC COM 28618M106 150,800,975 4,156,587 SH SOLE 2,934,517 0 1,222,070
ELI LILLY & CO COM 532457108 38,787,670 33,522 SH SOLE 24,067 0 9,455
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 88,442,086 1,352,946 SH SOLE 957,061 0 395,885
GPGI INC COM CL A 20459V105 185,271,418 15,608,376 SH SOLE 10,993,136 0 4,615,240
INTEL CORP COM 458140100 48,562,099 403,910 SH SOLE 282,315 0 121,595
INVESCO EXCH TRADED FD TR II KBW BK ETF 46138E628 17,446,000 200,000 SH Put SOLE 200,000 0 0
LINDE PLC SHS G54950103 156,647,149 330,027 SH SOLE 232,912 0 97,115
META PLATFORMS INC CL A 30303M102 245,483,423 338,514 SH SOLE 242,004 0 96,510
MICROSOFT CORP COM 594918104 276,016,299 538,148 SH SOLE 378,263 0 159,885
NVIDIA CORPORATION COM 67066G104 325,693,762 1,426,105 SH SOLE 996,535 0 429,570
PG&E CORP COM 69331C108 43,437,206 3,545,894 SH SOLE 2,474,313 0 1,071,581
PG&E CORP COM 69331C108 5,987,800 488,800 SH Call SOLE 488,800 0 0
RESOLUTE HLDGS MGMT INC COM 76134H101 85,808,822 725,656 SH SOLE 515,235 0 210,421
S&P GLOBAL INC COM 78409V104 181,817,661 460,916 SH SOLE 325,381 0 135,535
SHERWIN WILLIAMS CO COM 824348106 99,066,392 306,451 SH SOLE 216,206 0 90,245
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 51,465,889 341,150 SH SOLE 240,280 0 100,870
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 334,260,729 438,300 SH Put SOLE 438,300 0 0
STERIS PLC SHS USD G8473T100 99,814,311 475,284 SH SOLE 333,419 0 141,865
SUNCOR ENERGY INC NEW COM 867224107 57,759,515 851,032 SH SOLE 697,167 0 153,865
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 346,221,970 758,942 SH SOLE 537,894 0 221,048
UNITEDHEALTH GROUP INC COM 91324P102 118,867,761 323,820 SH SOLE 227,950 0 95,870
VERTIV HOLDINGS CO COM CL A 92537N108 124,694,554 516,740 SH SOLE 361,300 0 155,440
VISA INC COM CL A 92826C839 207,536,906 577,566 SH SOLE 397,133 0 180,433
VISA INC COM CL A 92826C839 11,139,230 31,000 SH Call SOLE 31,000 0 0
WASTE MGMT INC DEL COM 94106L109 88,686,772 434,910 SH SOLE 307,880 0 127,030