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 7,934 1,500 SH   SOLE   500 0 1,000
AIRBNB INC com 009066101 7,036 40,964 SH   SOLE   15,036 0 25,928
ALIBABA GP HLDG LTD com 01609W102 9,078 83,435 SH   SOLE   29,949 0 53,486
ALPHABET INC CLASS A com 02079K305 31,874 11,460 SH   SOLE   3,395 0 8,065
ALPHABET INC CLASS C com 02079K107 37,169 13,308 SH   SOLE   5,575 0 7,733
ALTRIA GROUP INC COM com 02209S103 938 17,946 SH   SOLE   0 0 17,946
AMAZON.COM INC com 023135106 21,499 6,595 SH   SOLE   2,147 0 4,448
APPLE INC com 037833100 5,536 31,708 SH   SOLE   3,580 0 28,128
BERKSHIRE HATHAWAY B NEW CLASS com 084670702 2,834 8,031 SH   SOLE   1,075 0 6,956
BROOKFIELD ASSET MGMT INC com 112585104 338 5,982 SH   SOLE   0 0 5,982
CANOO INC COM CL A com 13803R102 374 67,702 SH   SOLE   30,901 0 36,801
CATERPILLAR INC com 149123101 309 1,387 SH   SOLE   0 0 1,387
CENTENE CORP com 15135B101 21,645 257,092 SH   SOLE   92,812 0 164,280
CIGNA CORP NEW com 125523100 65,343 272,704 SH   SOLE   98,691 0 174,014
CIGNA CORP NEW com 125523100 10 42 SH   SOLE   0 0 42
CISCO SYSTEMS INC com 17275R102 550 9,861 SH   SOLE   0 0 9,861
CTT CORREIOS DE PORTUG SHS com X1R05J122 382 76,600 SH   SOLE   58,400 0 18,200
CUMMINS INC com 231021106 205 1,000 SH   SOLE   0 0 1,000
DANAHER CORP com 235851102 55,031 187,609 SH   SOLE   65,959 0 121,650
FIDELITY NATL INFO SVCS com 31620M106 206 2,049 SH   SOLE   0 0 2,049
FIRST CTZNS BANCSHARES CL A com 31946M103 42,553 63,932 SH   SOLE   23,484 0 40,448
FISERV INC com 337738108 46,812 461,660 SH   SOLE   169,856 0 291,804
FRANCO NEV CORP COM com 351858105 28,389 177,966 SH   SOLE   64,697 0 113,269
FREEPORT MCMORAN com 35671D857 293 5,891 SH   SOLE   0 0 5,891
GABRIEL TECHNOLOGIES CP com 362447104 0 10,000 SH   SOLE   10,000 0 0
GLOBAL PAYMENTS INC com 37940X102 69,200 505,697 SH   SOLE   181,691 0 324,006
HOME DEPOT INC com 437076102 217 725 SH   SOLE   186 0 539
I SHARES RUSL 2000 com 464287655 348 1,696 SH   SOLE   560 0 1,136
IDEXX LABS INC com 45168D104 4,095 7,486 SH   SOLE   2,813 0 4,673
INTERCONTINENTAL EXCHANGE com 45866f104 19,282 145,946 SH   SOLE   52,087 0 93,859
ISHARES MSCI GWTH IDX FD com 464288885 287 2,986 SH   SOLE   800 0 2,186
ISHARES TR DJ TOTAL MKT US TOT com 464287846 783 7,028 SH   SOLE   3,000 0 4,028
ISHARES TR RUSSELL 1000 RUSSEL com 464287622 819 3,275 SH   SOLE   1,350 0 1,925
JD.COM INC com 47215P106 13,896 240,123 SH   SOLE   86,144 0 153,979
JOHNSON & JOHNSON com 478160104 321 1,809 SH   SOLE   445 0 1,364
KELLOGG CO com 487836108 322 5,000 SH   SOLE   0 0 5,000
MERCK & CO INC NEW com 58933y105 489 5,954 SH   SOLE   66 0 5,888
META PLATFORMS INC com 30303M102 48,069 216,178 SH   SOLE   76,861 0 139,317
MICROSOFT CORP com 594918104 2,001 6,489 SH   SOLE   2,147 0 4,342
MONDELEZ INTL INC com 609207105 690 10,993 SH   SOLE   0 0 10,993
PAYPAL HOLDINGS INC com 70450Y103 35,181 304,206 SH   SOLE   111,285 0 192,921
PEMBINA PIPELINE CORP F com 706327103 449 11,939 SH   SOLE   11,939 0 0
PEPSICO INCORPORATED com 713448108 288 1,719 SH   SOLE   1,211 0 508
PFIZER INC com 717081103 404 7,797 SH   SOLE   150 0 7,647
PHILIP MORRIS INTL INC com 718172109 1,756 18,695 SH   SOLE   95 0 18,600
PROCTER & GAMBLE com 742718109 1,096 7,170 SH   SOLE   0 0 7,170
PROGRESSIVE CORP OHIO com 743315103 264 2,319 SH   SOLE   435 0 1,884
RICHARDS PACKAGING INCOME com 763102100 833 20,500 SH   SOLE   0 0 20,500
S&P 500 INDEX com 464287200 1,417 3,124 SH   SOLE   1,320 0 1,804
SALESFORCE INC com 79466L302 16,074 75,706 SH   SOLE   27,355 0 48,351
SHERWIN-WILLIAMS com 824348106 974 3,900 SH   SOLE   3,900 0 0
SPDR S&P MIDCAP 400 ETF com 78467Y107 480 978 SH   SOLE   440 0 538
TENCENT HLDGS LTD ADR com 88032Q109 14,183 305,544 SH   SOLE   109,779 0 195,765
TEXAS PACIFIC LAND CORP com 88262P102 23,868 17,652 SH   SOLE   6,425 0 11,227
UNION PACIFIC CORP com 907818108 307 1,124 SH   SOLE   0 0 1,124
US ECOLOGY INC com 025533407 881 18,410 SH   SOLE   0 0 18,410
VISA INC com 92826C839 77,789 350,766 SH   SOLE   123,583 0 227,183
WILLIS TOWERS WATSON com G96629103 61,372 259,810 SH   SOLE   92,857 0 166,953