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
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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
1/100 BERKSHIRE HTWY CLA 100 S com 084990175   7,249,000 1,400 SH   SOLE   500 0 900
ACTIVISION BLIZZARD INC com 00507V109   22,366,000 265,316 SH   SOLE   104,151 0 161,165
ALIBABA GP HLDG LTD com 01609W102   5,240,000 62,866 SH   SOLE   25,828 0 37,038
ALPHABET INC CLASS A com 02079K305   38,241,000 319,471 SH   SOLE   108,321 0 211,150
ALPHABET INC CLASS C com 02079K107   25,404,000 210,001 SH   SOLE   96,550 0 113,451
ALTRIA GROUP INC COM com 02209S103   748,000 16,513 SH   SOLE   0 0 16,513
AMAZON.COM INC com 023135106   32,069,000 246,002 SH   SOLE   91,580 0 154,422
APPLE INC com 037833100   5,529,000 28,504 SH   SOLE   2,713 0 25,791
BERKSHIRE HATHAWAY B NEW CLASS com 084670702   2,572,000 7,543 SH   SOLE   1,060 0 6,483
BLUE OWL CAPITAL INC COM CL A com 09581B103   3,109,000 266,856 SH   SOLE   83,693 0 183,163
BOOKING HOLDINGS INC com 09857L108   42,270,000 15,654 SH   SOLE   6,105 0 9,549
BROOKFIELD CORP com 11271J107   201,000 5,982 SH   SOLE   0 0 5,982
CATERPILLAR INC com 149123101   328,000 1,334 SH   SOLE   0 0 1,334
CENTENE CORP com 15135B101   14,312,000 212,193 SH   SOLE   82,484 0 129,709
CIGNA GROUP com 125523100   40,107,000 142,931 SH   SOLE   55,028 0 87,903
CISCO SYSTEMS INC com 17275R102   448,000 8,653 SH   SOLE   0 0 8,653
CTT CORREIOS DE PORTUG SHS com X1R05J122   291,000 76,600 SH   SOLE   58,400 0 18,200
CUMMINS INC com 231021106   219,000 893 SH   SOLE   0 0 893
DANAHER CORP com 235851102   37,037,000 154,321 SH   SOLE   58,157 0 96,164
FIRST CTZNS BANCSHARES CL A com 31946M103   37,279,000 29,046 SH   SOLE   11,180 0 17,866
FISERV INC com 337738108   58,930,000 467,140 SH   SOLE   183,482 0 283,658
FRANCO NEV CORP COM com 351858105   21,341,000 149,655 SH   SOLE   58,078 0 91,577
GLOBAL PAYMENTS INC com 37940X102   366,000 3,720 SH   SOLE   3,690 0 30
HOME DEPOT INC com 437076102   227,000 732 SH   SOLE   193 0 539
IDEXX LABS INC com 45168D104   3,102,000 6,176 SH   SOLE   2,435 0 3,741
INTERCONTINENTAL EXCHANGE com 45866f104   13,632,000 120,554 SH   SOLE   46,487 0 74,067
ISHARES MSCI GWTH IDX FD com 464288885   285,000 2,986 SH   SOLE   800 0 2,186
ISHARES TR DJ TOTAL MKT US TOT com 464287846   761,000 7,028 SH   SOLE   3,000 0 4,028
ISHARES TR MSCI EAFE FD MSCI E com 464287465   245,000 3,374 SH   SOLE   1,080 0 2,294
ISHARES TR RUSSELL 1000 RUSSEL com 464287622   798,000 3,275 SH   SOLE   1,350 0 1,925
JD.COM INC com 47215P106   6,118,000 179,262 SH   SOLE   74,642 0 104,620
JOHNSON & JOHNSON com 478160104   293,000 1,767 SH   SOLE   450 0 1,317
KELLOGG CO com 487836108   324,000 4,814 SH   SOLE   0 0 4,814
MERCK & CO INC NEW com 58933y105   656,000 5,683 SH   SOLE   66 0 5,617
MICROSOFT CORP com 594918104   2,145,000 6,300 SH   SOLE   2,042 0 4,258
MONDELEZ INTL INC com 609207105   719,000 9,858 SH   SOLE   0 0 9,858
PAYPAL HOLDINGS INC com 70450Y103   31,549,000 472,790 SH   SOLE   186,310 0 286,480
PEMBINA PIPELINE CORP F com 706327103   375,000 11,939 SH   SOLE   11,939 0 0
PEPSICO INCORPORATED com 713448108   317,000 1,712 SH   SOLE   1,211 0 501
PFIZER INC com 717081103   269,000 7,336 SH   SOLE   150 0 7,186
PHILIP MORRIS INTL INC com 718172109   1,640,000 16,804 SH   SOLE   95 0 16,709
PROCTER & GAMBLE com 742718109   990,000 6,525 SH   SOLE   0 0 6,525
PROGRESSIVE CORP OHIO com 743315103   307,000 2,319 SH   SOLE   435 0 1,884
RICHARDS PACKAGING INCOME com 763102100   408,000 16,300 SH   SOLE   0 0 16,300
S&P 500 INDEX com 464287200   937,000 2,102 SH   SOLE   1,320 0 782
SHERWIN-WILLIAMS com 824348106   1,036,000 3,900 SH   SOLE   3,900 0 0
SPDR GOLD TRUST SPDR GOLD SHAR com 78463V107   12,196,000 68,415 SH   SOLE   27,227 0 41,188
SPDR S&P MIDCAP 400 ETF com 78467Y107   283,000 591 SH   SOLE   440 0 151
TENCENT HLDGS LTD ADR com 88032Q109   9,795,000 230,531 SH   SOLE   94,926 0 135,605
TEXAS PACIFIC LAND CORP com 88262P102   19,155,000 14,550 SH   SOLE   5,688 0 8,862
UNION PACIFIC CORP com 907818108   352,000 1,721 SH   SOLE   0 0 1,721
VISA INC com 92826C839   66,636,000 280,597 SH   SOLE   108,897 0 171,700
WILLIS TOWERS WATSON com G96629103   49,280,000 209,258 SH   SOLE   81,808 0 127,450