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
ADT INC DEL COM com 00090Q103   284,000 32,649 SH   SOLE   0 0 32,649
ALPHABET INC CLASS A com 02079K305   20,387,000 83,862 SH   SOLE   20,614 0 63,248
ALPHABET INC CLASS C com 02079K107   38,859,000 159,551 SH   SOLE   69,785 0 89,765
ALTRIA GROUP INC COM com 02209S103   1,251,000 18,934 SH   SOLE   16,916 0 2,018
AMAZON.COM INC com 023135106   51,738,000 235,634 SH   SOLE   83,093 0 152,541
APPLE INC com 037833100   6,747,000 26,497 SH   SOLE   6,895 0 19,601
BERKSHIRE HATHAWAY B NEW CLASS com 084670702   3,800,000 7,558 SH   SOLE   5,370 0 2,188
BERKSHIRE HATHAWAY INC (D com 084670108   10,559,000 14 SH   SOLE   1 0 13
BLUE OWL CAPITAL INC COM CL A com 09581B103   34,023,000 2,009,611 SH   SOLE   746,100 0 1,263,512
BOOKING HOLDINGS INC com 09857L108   55,217,000 10,227 SH   SOLE   3,772 0 6,455
BROOKFIELD CORP com 11271J107   405,000 5,902 SH   SOLE   0 0 5,902
BRP INC COM SUN VTG com 05577W200   283,000 4,656 SH   SOLE   0 0 4,656
CAPITAL ONE FINANCIAL com 14040H105   14,391,000 67,698 SH   SOLE   25,004 0 42,694
CATERPILLAR INC com 149123101   1,219,000 2,554 SH   SOLE   987 0 1,567
CIGNA GROUP com 125523100   36,461,000 126,491 SH   SOLE   47,227 0 79,263
CISCO SYSTEMS INC com 17275R102   463,000 6,773 SH   SOLE   0 0 6,773
COSTAR GROUP INC com 22160N109   16,165,000 191,592 SH   SOLE   70,350 0 121,242
CTT CORREIOS DE PORTUG SHS com X1R05J122   722,000 84,925 SH   SOLE   11,075 0 73,850
CUMMINS INC com 231021106   395,000 936 SH   SOLE   830 0 106
DANAHER CORP com 235851102   34,225,000 172,627 SH   SOLE   60,507 0 112,120
DEERE & CO com 244199105   277,000 606 SH   SOLE   341 0 265
DIMENSIONAL ETF TRUST US MKTWI com 25434V724   463,000 10,350 SH   SOLE   0 0 10,350
DIMENSIONAL US EQUITY com 25434V401   484,000 6,687 SH   SOLE   0 0 6,687
DIMENSIONAL US TARGETED VALUE com 25434V609   430,000 7,395 SH   SOLE   0 0 7,395
EQUIFAX INC com 294429105   12,115,000 47,226 SH   SOLE   17,366 0 29,859
FIRST ADVANTAGE CORP com 31846b108   20,547,000 1,335,088 SH   SOLE   497,108 0 837,980
FIRST CTZNS BANCSHARES CL A com 31946M103   49,923,000 27,903 SH   SOLE   10,107 0 17,796
FISERV INC com 337738108   39,631,000 307,384 SH   SOLE   111,811 0 195,573
FRANCO NEV CORP COM com 351858105   880,000 3,946 SH   SOLE   28 0 3,918
HOME DEPOT INC com 437076102   287,000 707 SH   SOLE   533 0 174
I SHARES RUSL 2000 com 464287655   519,000 2,143 SH   SOLE   220 0 1,923
IDEXX LABS INC com 45168D104   3,631,000 5,684 SH   SOLE   2,066 0 3,618
INTERCONTINENTAL EXCHANGE com 45866f104   9,220,000 54,722 SH   SOLE   20,220 0 34,502
ISHARES MSCI GWTH IDX FD com 464288885   298,000 2,614 SH   SOLE   800 0 1,814
ISHARES TR DJ TOTAL MKT US TOT com 464287846   1,056,000 6,502 SH   SOLE   3,000 0 3,502
ISHARES TR MSCI EAFE FD MSCI E com 464287465   344,000 3,687 SH   SOLE   310 0 3,377
ISHARES TR RUSSELL 1000 RUSSEL com 464287622   1,110,000 3,038 SH   SOLE   1,350 0 1,688
JD.COM INC com 47215P106   18,481,000 528,340 SH   SOLE   196,297 0 332,043
JOHNSON & JOHNSON com 478160104   341,000 1,837 SH   SOLE   880 0 957
KELLANOVA com 487836108   223,000 2,721 SH   SOLE   2,190 0 531
KKR & CO LP com 48251W104   30,264,000 232,891 SH   SOLE   85,020 0 147,871
KYNDRYL HLDGS INC COMMON STOCK com 50155Q100   63,216,000 2,105,082 SH   SOLE   760,716 0 1,344,366
LANDBRIDGE COMPANY LLC CL A com 514952100   22,004,000 412,443 SH   SOLE   152,233 0 260,210
MERCK & CO INC NEW com 58933y105   479,000 5,703 SH   SOLE   4,762 0 941
MICROSOFT CORP com 594918104   3,223,000 6,223 SH   SOLE   255 0 5,968
MONDELEZ INTL INC com 609207105   648,000 10,377 SH   SOLE   9,041 0 1,336
NVIDIA CORP com 67066G104   387,000 2,072 SH   SOLE   170 0 1,902
PEMBINA PIPELINE CORP F com 706327103   483,000 11,939 SH   SOLE   5,787 0 6,152
PEPSICO INCORPORATED com 713448108   230,000 1,640 SH   SOLE   1,568 0 72
PHILIP MORRIS INTL INC com 718172109   34,635,000 213,530 SH   SOLE   82,572 0 130,958
PROCTER & GAMBLE com 742718109   1,055,000 6,864 SH   SOLE   6,039 0 825
PROGRESSIVE CORP OHIO com 743315103   369,000 1,494 SH   SOLE   0 0 1,494
RICHARDS PACKAGING com 763102100   404,000 16,300 SH   SOLE   0 0 16,300
RYANAIR HOLDINGS PLC SPONSORED com 783513203   42,512,000 705,938 SH   SOLE   265,400 0 440,538
S&P 100 INDEX com 464287101   233,000 700 SH   SOLE   0 0 700
S&P 500 INDEX com 464287200   1,342,000 2,005 SH   SOLE   78 0 1,927
SHERWIN-WILLIAMS com 824348106   1,350,000 3,900 SH   SOLE   3,900 0 0
SPDR S&P MIDCAP 400 ETF com 78467Y107   346,000 580 SH   SOLE   58 0 522
TENCENT HLDGS LTD ADR com 88032Q109   17,479,000 205,274 SH   SOLE   78,102 0 127,172
TEXAS PACIFIC LAND CORP com 88262P102   13,821,000 14,803 SH   SOLE   5,426 0 9,377
UNION PACIFIC CORP com 907818108   261,000 1,103 SH   SOLE   300 0 803
VISA INC com 92826C839   58,150,000 170,339 SH   SOLE   61,938 0 108,401
WALMART INC com 931142103   213,000 2,068 SH   SOLE   492 0 1,576
WILLIS TOWERS WATSON com G96629103   65,670,000 190,099 SH   SOLE   69,805 0 120,294