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   9,533,000 1,400 SH   SOLE   400 0 1,000
ADT INC DEL COM com 00090Q103   225,000 32,616 SH   SOLE   0 0 32,616
ALPHABET INC CLASS A com 02079K305   36,898,000 194,918 SH   SOLE   62,754 0 132,164
ALPHABET INC CLASS C com 02079K107   35,709,000 187,510 SH   SOLE   88,935 0 98,575
ALTRIA GROUP INC COM com 02209S103   944,000 18,046 SH   SOLE   0 0 18,046
AMAZON.COM INC com 023135106   52,190,000 237,889 SH   SOLE   88,563 0 149,326
APPLE INC com 037833100   6,956,000 27,776 SH   SOLE   2,762 0 25,014
BERKSHIRE HATHAWAY B NEW CLASS com 084670702   3,378,000 7,452 SH   SOLE   820 0 6,632
BLUE OWL CAPITAL INC COM CL A com 09581B103   46,614,000 2,004,024 SH   SOLE   796,041 0 1,207,983
BOOKING HOLDINGS INC com 09857L108   73,107,000 14,714 SH   SOLE   5,833 0 8,881
BROOKFIELD ASSET MANAG CL A LM com 113004105   30,651,000 565,620 SH   SOLE   225,151 0 340,469
BROOKFIELD CORP com 11271J107   340,000 5,922 SH   SOLE   0 0 5,922
CATERPILLAR INC com 149123101   924,000 2,546 SH   SOLE   0 0 2,546
CIGNA GROUP com 125523100   35,054,000 126,944 SH   SOLE   50,101 0 76,843
CISCO SYSTEMS INC com 17275R102   374,000 6,323 SH   SOLE   0 0 6,323
COSTAR GROUP INC com 22160N109   13,611,000 190,124 SH   SOLE   75,113 0 115,011
CTT CORREIOS DE PORTUG SHS com X1R05J122   475,000 84,925 SH   SOLE   62,325 0 22,600
CUMMINS INC com 231021106   322,000 923 SH   SOLE   0 0 923
DANAHER CORP com 235851102   39,455,000 171,882 SH   SOLE   64,938 0 106,944
DEERE & CO com 244199105   257,000 606 SH   SOLE   0 0 606
FIRST ADVANTAGE CORP com 31846b108   24,328,000 1,298,855 SH   SOLE   516,031 0 782,824
FIRST CTZNS BANCSHARES CL A com 31946M103   59,190,000 28,012 SH   SOLE   11,101 0 16,911
FISERV INC com 337738108   71,359,000 347,381 SH   SOLE   139,474 0 207,907
FRANCO NEV CORP COM com 351858105   508,000 4,316 SH   SOLE   213 0 4,103
HOME DEPOT INC com 437076102   274,000 704 SH   SOLE   200 0 504
I SHARES RUSL 2000 com 464287655   245,000 1,110 SH   SOLE   780 0 330
IDEXX LABS INC com 45168D104   2,409,000 5,826 SH   SOLE   2,327 0 3,499
INTERCONTINENTAL EXCHANGE com 45866f104   16,330,000 109,591 SH   SOLE   42,238 0 67,353
ISHARES MSCI GWTH IDX FD com 464288885   253,000 2,614 SH   SOLE   800 0 1,814
ISHARES TR DJ TOTAL MKT US TOT com 464287846   930,000 6,502 SH   SOLE   3,000 0 3,502
ISHARES TR MSCI EAFE FD MSCI E com 464287465   277,000 3,665 SH   SOLE   1,390 0 2,275
ISHARES TR RUSSELL 1000 RUSSEL com 464287622   979,000 3,038 SH   SOLE   1,350 0 1,688
JD.COM INC com 47215P106   11,393,000 328,625 SH   SOLE   130,636 0 197,989
JOHNSON & JOHNSON com 478160104   291,000 2,010 SH   SOLE   300 0 1,710
KELLANOVA com 487836108   217,000 2,675 SH   SOLE   0 0 2,675
KYNDRYL HLDGS INC COMMON STOCK com 50155Q100   73,481,000 2,123,721 SH   SOLE   837,019 0 1,286,702
LANDBRIDGE COMPANY LLC CL A com 514952100   9,727,000 150,573 SH   SOLE   59,229 0 91,344
MERCK & CO INC NEW com 58933y105   556,000 5,591 SH   SOLE   66 0 5,525
MICROSOFT CORP com 594918104   2,807,000 6,660 SH   SOLE   1,564 0 5,096
MONDELEZ INTL INC com 609207105   608,000 10,179 SH   SOLE   0 0 10,179
NVIDIA CORP com 67066G104   242,000 1,800 SH   SOLE   30 0 1,770
PAYPAL HOLDINGS INC com 70450Y103   20,904,000 244,919 SH   SOLE   94,214 0 150,705
PEMBINA PIPELINE CORP F com 706327103   441,000 11,939 SH   SOLE   11,939 0 0
PEPSICO INCORPORATED com 713448108   332,000 2,185 SH   SOLE   1,211 0 974
PHILIP MORRIS INTL INC com 718172109   2,140,000 17,779 SH   SOLE   95 0 17,684
PROCTER & GAMBLE com 742718109   1,140,000 6,799 SH   SOLE   0 0 6,799
PROGRESSIVE CORP OHIO com 743315103   420,000 1,754 SH   SOLE   0 0 1,754
RICHARDS PACKAGING com 763102100   330,000 16,300 SH   SOLE   0 0 16,300
RYANAIR HOLDINGS PLC SPONSORED com 783513203   30,586,000 701,664 SH   SOLE   276,286 0 425,378
S&P 100 INDEX com 464287101   202,000 700 SH   SOLE   0 0 700
S&P 500 INDEX com 464287200   1,149,000 1,952 SH   SOLE   1,378 0 574
SHERWIN-WILLIAMS com 824348106   1,326,000 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   10,916,000 205,269 SH   SOLE   85,238 0 120,031
TEXAS PACIFIC LAND CORP com 88262P102   16,461,000 14,884 SH   SOLE   5,659 0 9,225
UNION PACIFIC CORP com 907818108   252,000 1,103 SH   SOLE   0 0 1,103
VERALTO CORP com 92338C103   4,991,000 48,999 SH   SOLE   18,598 0 30,401
VISA INC com 92826C839   64,023,000 202,580 SH   SOLE   79,207 0 123,373
WILLIS TOWERS WATSON com G96629103   59,941,000 191,359 SH   SOLE   75,439 0 115,920