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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Abbvie Inc. COM 00287Y109   1,394,420 8,998 SH   SOLE   8,998 0 0
Accenture PLC SHS CLASS A G1151C101   1,414,518 4,031 SH   SOLE   4,031 0 0
Alphabet Inc CAP STK CL C 02079K107   15,703,830 111,430 SH   SOLE   111,430 0 0
Amazon.com Inc. COM 023135106   14,357,570 94,495 SH   SOLE   94,495 0 0
American Tower Corp COM 03027X100   2,952,807 13,678 SH   SOLE   13,678 0 0
Amphenol Corp CL A 032095101   8,890,672 89,687 SH   SOLE   89,687 0 0
Apple Inc. COM 037833100   25,030,248 130,007 SH   SOLE   130,007 0 0
Arch Cap Group Ltd. ORD G0450A105   278,513 3,750 SH   SOLE   3,750 0 0
Bank of America Corp. COM 060505104   1,346,800 40,000 SH   SOLE   40,000 0 0
BERKSHIRE HATHAWAY I CL B NEW 084670702   34,245,780 96,018 SH   SOLE   96,018 0 0
Blackstone Inc. COM 09260D107   19,609,590 149,783 SH   SOLE   149,783 0 0
Charter Communications CL A 16119P108   4,034,887 10,381 SH   SOLE   10,381 0 0
Coca Cola Companies COM 191216100   10,575,106 179,452 SH   SOLE   179,452 0 0
Comcast Corp CL A 20030N101   806,840 18,400 SH   SOLE   18,400 0 0
Compass Diversified SH BEN INT 20451Q104   334,505 14,900 SH   SOLE   14,900 0 0
Crown Holdings Inc COM 228368106   12,927,963 140,384 SH   SOLE   140,384 0 0
Emerson Electric Co. COM 291011104   412,679 4,240 SH   SOLE   4,240 0 0
Enterprise Product Partners COM 293792107   3,009,934 114,229 SH   SOLE   114,229 0 0
Fastenal Co COM 311900104   570,494 8,808 SH   SOLE   8,808 0 0
Goldman Sachs Group COM 38141G104   6,097,481 15,806 SH   SOLE   15,806 0 0
HCA Healthcare Inc. COM 40412C101   1,252,707 4,628 SH   SOLE   4,628 0 0
Johnson & Johnson Co. COM 478160104   358,935 2,290 SH   SOLE   2,290 0 0
JPMorgan Chase & Co COM 46625H100   14,459,861 85,008 SH   SOLE   85,008 0 0
KKR and Co. Inc. COM 48251W104   4,517,479 54,526 SH   SOLE   54,526 0 0
Meta Platforms Inc CL A 30303M102   15,905,901 44,937 SH   SOLE   44,937 0 0
Microsoft Corp COM 594918104   20,126,089 53,521 SH   SOLE   53,521 0 0
Morgan Stanley COM NEW 617446448   15,049,991 161,394 SH   SOLE   161,394 0 0
Novanta Inc COM 67000B104   202,092 1,200 SH   SOLE   1,200 0 0
NVIDIA Corp COM 67066G104   14,800,738 29,887 SH   SOLE   29,887 0 0
Oracle Corp COM 68389X105   360,043 3,415 SH   SOLE   3,415 0 0
Pepsico Inc COM 713448108   8,298,043 48,858 SH   SOLE   48,858 0 0
Procter & Gamble Co COM 742718109   2,136,553 14,580 SH   SOLE   14,580 0 0
Service Now Inc. COM 81762P102   8,821,941 12,487 SH   SOLE   12,487 0 0
Shopify Inc. CL A 82509L107   2,379,845 30,550 SH   SOLE   30,550 0 0
T-Mobile US Inc. COM 872590104   986,510 6,153 SH   SOLE   6,153 0 0
Teledyne Technologies COM 879360105   290,089 650 SH   SOLE   650 0 0
Thermo Fisher Scientific COM 883556102   13,583,978 25,592 SH   SOLE   25,592 0 0
Trupanion Inc. COM 898202106   3,767,954 123,499 SH   SOLE   123,499 0 0
Union Pacific Corp COM 907818108   12,379,739 50,402 SH   SOLE   50,402 0 0
Vertiv Holdings Co COM CL A 92537N108   10,881,293 226,552 SH   SOLE   226,552 0 0
VISA Inc COM CL A 92826C839   19,968,324 76,698 SH   SOLE   76,698 0 0