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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
1/100 BERKSHIRE HTWY CLA 100 S com 084990175 6,171 1,500 SH   SOLE   500 0 1,000
AIRBNB INC com 009066101 7,262 43,288 SH   SOLE   16,568 0 26,720
ALIBABA GP HLDG LTD com 01609W102 14,340 96,857 SH   SOLE   33,104 0 63,753
ALPHABET INC CLASS A com 02079K305 62,560 23,400 SH   SOLE   7,896 0 15,504
ALPHABET INC CLASS C com 02079K107 38,082 14,288 SH   SOLE   5,907 0 8,381
ALTRIA GROUP INC com 02209S103 817 17,946 SH   SOLE   0 0 17,946
AMAZON.COM INC com 023135106 22,411 6,822 SH   SOLE   2,128 0 4,694
AON PLC com G0403H108 27,602 96,590 SH   SOLE   34,183 0 62,407
APPLE INC com 037833100 4,738 33,487 SH   SOLE   3,508 0 29,979
BAIRD FINANCIAL GROUP INC com 000000000 401 7,986 SH   SOLE   0 0 7,986
BERKSHIRE HATHAWAY B NEW CLASS com 084670702 2,021 7,405 SH   SOLE   1,075 0 6,330
BLUE BIRD CORP com 095306106 692 33,160 SH   SOLE   0 0 33,160
BROOKFIELD ASSET MGMT INC com 112585104 422 7,883 SH   SOLE   0 0 7,883
CANOO INC COM CL A com 13803R102 577 75,000 SH   SOLE   25,000 0 50,000
CATERPILLAR INC com 149123101 266 1,387 SH   SOLE   0 0 1,387
CENTENE CORP com 15135B101 30,669 492,202 SH   SOLE   175,116 0 317,086
CIGNA CORP NEW com 125523100 55,537 277,463 SH   SOLE   99,085 0 178,379
CISCO SYSTEMS INC com 17275R102 537 9,861 SH   SOLE   0 0 9,861
CIT GROUP INC com 125581801 54,551 1,050,077 SH   SOLE   377,108 0 672,969
COHERENT INC com 192479103 250 1,000 SH   SOLE   0 0 1,000
CTT CORREIOS DE PORTUG SHS com X1R05J122 413 76,600 SH   SOLE   58,400 0 18,200
CUMMINS INC com 231021106 225 1,000 SH   SOLE   0 0 1,000
DANAHER CORP com 235851102 58,691 192,782 SH   SOLE   66,865 0 125,917
DASEKE INC COM com 23753F107 288 31,284 SH   SOLE   0 0 31,284
FIDELITY NATL INFO SVCS com 31620M106 249 2,049 SH   SOLE   0 0 2,049
FISERV INC com 337738108 39,771 366,552 SH   SOLE   132,402 0 234,150
FRANCO NEV CORP COM com 351858105 15,426 118,745 SH   SOLE   41,770 0 76,975
GABRIEL TECHNOLOGIES CP com 362447104 0 10,000 SH   SOLE   10,000 0 0
GLOBAL PAYMENTS INC com 37940X102 36,586 232,177 SH   SOLE   84,173 0 148,004
HOME DEPOT INC com 437076102 246 749 SH   SOLE   184 0 565
I SHARES RUSL 2000 com 464287655 408 1,867 SH   SOLE   560 0 1,307
IDEXX LABS INC com 45168D104 14,807 23,810 SH   SOLE   9,128 0 14,682
INTERCONTINENTAL EXCHANGE com 45866f104 17,295 150,627 SH   SOLE   53,607 0 97,020
INTUITIVE SURGICAL INC com 46120E602 497 500 SH   SOLE   0 0 500
ISHARES MSCI GWTH IDX FD com 464288885 335 3,150 SH   SOLE   800 0 2,350
ISHARES TR DJ TOTAL MKT US TOT com 464287846 782 7,250 SH   SOLE   3,000 0 4,250
ISHARES TR RUSSELL 1000 RUSSEL com 464287622 792 3,275 SH   SOLE   1,350 0 1,925
JD.COM INC com 47215P106 18,652 258,189 SH   SOLE   92,516 0 165,673
JOHNSON & JOHNSON com 478160104 292 1,808 SH   SOLE   444 0 1,364
KELLOGG CO com 487836108 320 5,000 SH   SOLE   0 0 5,000
MERCK & CO INC NEW com 58933y105 447 5,954 SH   SOLE   66 0 5,888
META PLATFORMS INC com 30303M102 89,851 264,743 SH   SOLE   94,219 0 170,524
MICROSOFT CORP com 594918104 1,920 6,812 SH   SOLE   2,147 0 4,665
MONDELEZ INTL INC com 609207105 640 10,993 SH   SOLE   0 0 10,993
PAYPAL HOLDINGS INC com 70450Y103 55,826 214,543 SH   SOLE   77,782 0 136,761
PEMBINA PIPELINE CORP F com 706327103 378 11,939 SH   SOLE   11,939 0 0
PEPSICO INCORPORATED com 713448108 258 1,719 SH   SOLE   1,211 0 508
PFIZER INC com 717081103 331 7,696 SH   SOLE   150 0 7,546
PHILIP MORRIS INTL INC com 718172109 1,772 18,695 SH   SOLE   95 0 18,600
PROCTER & GAMBLE com 742718109 1,002 7,170 SH   SOLE   0 0 7,170
PROGRESSIVE CORP OHIO com 743315103 213 2,359 SH   SOLE   435 0 1,924
RICHARDS PACKAGING INCOME com 763102100 1,014 20,500 SH   SOLE   0 0 20,500
S&P 500 INDEX com 464287200 1,454 3,374 SH   SOLE   1,320 0 2,054
SALESFORCE.COM INC com 79466L302 21,148 77,975 SH   SOLE   27,436 0 50,539
SHERWIN-WILLIAMS com 824348106 1,091 3,900 SH   SOLE   3,900 0 0
SPDR S&P MIDCAP 400 ETF com 78467Y107 505 1,051 SH   SOLE   440 0 611
TENCENT HLDGS LTD ADR com 88032Q109 19,611 328,110 SH   SOLE   117,766 0 210,344
TEXAS PACIFIC LAND CORP com 88262P102 21,639 17,893 SH   SOLE   6,386 0 11,507
UNION PACIFIC CORP com 907818108 220 1,124 SH   SOLE   0 0 1,124
US ECOLOGY INC com 025533407 596 18,410 SH   SOLE   0 0 18,410
VANGUARD FTSE EMERGING MKTS IN com 922042858 224 4,477 SH   SOLE   1,520 0 2,957
VISA INC com 92826C839 79,731 357,941 SH   SOLE   124,678 0 233,263
WILLIS TOWERS WATSON com G96629103 61,077 262,743 SH   SOLE   91,676 0 171,067
WORKDAY INC CL A com 98138H101 11,475 45,921 SH   SOLE   16,433 0 29,488