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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
1/100 BERKSHIRE HTWY CLA 100 S com 084990175   9,677,000 1,400 SH   SOLE   400 0 1,000
ADT INC DEL COM com 00090Q103   256,000 35,416 SH   SOLE   0 0 35,416
ALPHABET INC CLASS A com 02079K305   32,497,000 195,943 SH   SOLE   62,750 0 133,193
ALPHABET INC CLASS C com 02079K107   32,148,000 192,282 SH   SOLE   89,207 0 103,075
ALTRIA GROUP INC COM com 02209S103   905,000 17,731 SH   SOLE   0 0 17,731
AMAZON.COM INC com 023135106   45,014,000 241,583 SH   SOLE   88,699 0 152,884
APPLE INC com 037833100   6,502,000 27,905 SH   SOLE   2,761 0 25,144
BERKSHIRE HATHAWAY B NEW CLASS com 084670702   3,434,000 7,460 SH   SOLE   828 0 6,632
BLUE OWL CAPITAL INC COM CL A com 09581B103   39,460,000 2,038,244 SH   SOLE   799,238 0 1,239,006
BOOKING HOLDINGS INC com 09857L108   63,225,000 15,010 SH   SOLE   5,861 0 9,149
BROOKFIELD ASSET MANAG CL A LM com 113004105   27,181,000 574,776 SH   SOLE   225,745 0 349,031
BROOKFIELD CORP com 11271J107   315,000 5,922 SH   SOLE   0 0 5,922
CATERPILLAR INC com 149123101   995,000 2,544 SH   SOLE   0 0 2,544
CIGNA GROUP com 125523100   60,779,000 175,439 SH   SOLE   68,618 0 106,821
CISCO SYSTEMS INC com 17275R102   354,000 6,643 SH   SOLE   0 0 6,643
COSTAR GROUP INC com 22160N109   14,535,000 192,674 SH   SOLE   75,304 0 117,370
CTT CORREIOS DE PORTUG SHS com X1R05J122   415,000 84,925 SH   SOLE   62,325 0 22,600
CUMMINS INC com 231021106   298,000 919 SH   SOLE   0 0 919
DANAHER CORP com 235851102   48,299,000 173,723 SH   SOLE   64,950 0 108,773
DEERE & CO com 244199105   253,000 606 SH   SOLE   0 0 606
FIRST CTZNS BANCSHARES CL A com 31946M103   52,424,000 28,477 SH   SOLE   11,098 0 17,379
FISERV INC com 337738108   63,915,000 355,776 SH   SOLE   140,409 0 215,367
FRANCO NEV CORP COM com 351858105   534,000 4,299 SH   SOLE   28 0 4,271
HOME DEPOT INC com 437076102   285,000 703 SH   SOLE   199 0 504
I SHARES RUSL 2000 com 464287655   245,000 1,110 SH   SOLE   780 0 330
IDEXX LABS INC com 45168D104   2,987,000 5,913 SH   SOLE   2,336 0 3,577
INTERCONTINENTAL EXCHANGE com 45866f104   17,998,000 112,037 SH   SOLE   42,875 0 69,162
ISHARES MSCI GWTH IDX FD com 464288885   281,000 2,614 SH   SOLE   800 0 1,814
ISHARES TR DJ TOTAL MKT US TOT com 464287846   908,000 6,502 SH   SOLE   3,000 0 3,502
ISHARES TR MSCI EAFE FD MSCI E com 464287465   307,000 3,665 SH   SOLE   1,390 0 2,275
ISHARES TR RUSSELL 1000 RUSSEL com 464287622   955,000 3,038 SH   SOLE   1,350 0 1,688
JD.COM INC com 47215P106   13,320,000 332,992 SH   SOLE   132,142 0 200,850
JOHNSON & JOHNSON com 478160104   325,000 2,008 SH   SOLE   300 0 1,708
KELLANOVA com 487836108   215,000 2,660 SH   SOLE   0 0 2,660
KYNDRYL HLDGS INC COMMON STOCK com 50155Q100   49,421,000 2,150,614 SH   SOLE   839,070 0 1,311,544
MERCK & CO INC NEW com 58933y105   632,000 5,563 SH   SOLE   66 0 5,497
MICROSOFT CORP com 594918104   2,853,000 6,631 SH   SOLE   1,564 0 5,067
MONDELEZ INTL INC com 609207105   746,000 10,122 SH   SOLE   0 0 10,122
NVIDIA CORP com 67066G104   225,000 1,850 SH   SOLE   30 0 1,820
PAYPAL HOLDINGS INC com 70450Y103   19,859,000 254,505 SH   SOLE   97,004 0 157,501
PEMBINA PIPELINE CORP F com 706327103   492,000 11,939 SH   SOLE   11,939 0 0
PEPSICO INCORPORATED com 713448108   384,000 2,257 SH   SOLE   1,211 0 1,046
PFIZER INC com 717081103   213,000 7,367 SH   SOLE   150 0 7,217
PHILIP MORRIS INTL INC com 718172109   2,141,000 17,635 SH   SOLE   95 0 17,540
PROCTER & GAMBLE com 742718109   1,173,000 6,770 SH   SOLE   0 0 6,770
PROGRESSIVE CORP OHIO com 743315103   445,000 1,754 SH   SOLE   0 0 1,754
RICHARDS PACKAGING com 763102100   383,000 16,300 SH   SOLE   0 0 16,300
RYANAIR HOLDINGS PLC SPONSORED com 783513203   32,157,000 711,753 SH   SOLE   276,914 0 434,839
S&P 500 INDEX com 464287200   1,126,000 1,952 SH   SOLE   1,378 0 574
SHERWIN-WILLIAMS com 824348106   1,489,000 3,900 SH   SOLE   3,900 0 0
SPDR S&P MIDCAP 400 ETF com 78467Y107   350,000 615 SH   SOLE   498 0 117
TENCENT HLDGS LTD ADR com 88032Q109   11,545,000 208,393 SH   SOLE   85,073 0 123,320
TEXAS PACIFIC LAND CORP com 88262P102   36,507,000 41,263 SH   SOLE   15,989 0 25,274
UNION PACIFIC CORP com 907818108   272,000 1,103 SH   SOLE   0 0 1,103
VERALTO CORP com 92338C103   5,565,000 49,751 SH   SOLE   18,609 0 31,142
VISA INC com 92826C839   56,670,000 206,112 SH   SOLE   79,359 0 126,753
WILLIS TOWERS WATSON com G96629103   57,283,000 194,489 SH   SOLE   75,697 0 118,792