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 6,134 1,500 SH   SOLE   500 0 1,000
AIRBNB INC com 009066101 3,202 35,944 SH   SOLE   14,717 0 21,227
ALIBABA GP HLDG LTD com 01609W102 8,172 71,882 SH   SOLE   28,978 0 42,904
ALPHABET INC CLASS A com 02079K305 23,083 10,592 SH   SOLE   3,398 0 7,194
ALPHABET INC CLASS C com 02079K107 25,068 11,460 SH   SOLE   5,492 0 5,968
ALTRIA GROUP INC COM com 02209S103 795 19,021 SH   SOLE   0 0 19,021
AMAZON.COM INC com 023135106 12,325 116,044 SH   SOLE   41,018 0 75,026
AMGEN INCORPORATED com 031162100 202 830 SH   SOLE   600 0 230
APPLE INC com 037833100 4,357 31,867 SH   SOLE   3,581 0 28,286
BERKSHIRE HATHAWAY B NEW CLASS com 084670702 2,063 7,555 SH   SOLE   1,075 0 6,480
BOOKING HOLDINGS INC com 09857L108 10,289 5,883 SH   SOLE   2,381 0 3,502
BROOKFIELD ASSET MGMT INC com 112585104 266 5,982 SH   SOLE   0 0 5,982
CATERPILLAR INC com 149123101 248 1,387 SH   SOLE   0 0 1,387
CENTENE CORP com 15135B101 19,180 226,682 SH   SOLE   91,617 0 135,065
CHEVRON CORPORATION com 166764100 300 2,069 SH   SOLE   0 0 2,069
CIGNA CORP NEW com 125523100 63,681 241,656 SH   SOLE   97,363 0 144,293
CISCO SYSTEMS INC com 17275R102 420 9,861 SH   SOLE   0 0 9,861
CTT CORREIOS DE PORTUG SHS com X1R05J122 251 76,600 SH   SOLE   58,400 0 18,200
DANAHER CORP com 235851102 41,903 165,285 SH   SOLE   64,764 0 100,521
EMERSON ELECTRIC CO com 291011104 206 2,592 SH   SOLE   1,382 0 1,210
FIRST CTZNS BANCSHARES CL A com 31946M103 36,725 56,173 SH   SOLE   23,188 0 32,985
FISERV INC com 337738108 35,971 404,301 SH   SOLE   165,230 0 239,071
FRANCO NEV CORP COM com 351858105 20,853 158,479 SH   SOLE   64,227 0 94,252
GABRIEL TECHNOLOGIES CP com 362447104 0 10,000 SH   SOLE   10,000 0 0
GLOBAL PAYMENTS INC com 37940X102 49,751 449,665 SH   SOLE   181,568 0 268,097
I SHARES RUSL 2000 com 464287655 210 1,240 SH   SOLE   560 0 680
IDEXX LABS INC com 45168D104 2,291 6,533 SH   SOLE   2,692 0 3,841
INTERCONTINENTAL EXCHANGE com 45866f104 12,093 128,598 SH   SOLE   51,457 0 77,141
INTL BUSINESS MACHINES com 459200101 220 1,558 SH   SOLE   0 0 1,558
ISHARES MSCI GWTH IDX FD com 464288885 240 2,986 SH   SOLE   800 0 2,186
ISHARES TR DJ TOTAL MKT US TOT com 464287846 649 7,028 SH   SOLE   3,000 0 4,028
ISHARES TR RUSSELL 1000 RUSSEL com 464287622 680 3,275 SH   SOLE   1,350 0 1,925
JD.COM INC com 47215P106 13,277 206,741 SH   SOLE   83,612 0 123,129
JOHNSON & JOHNSON com 478160104 350 1,973 SH   SOLE   446 0 1,527
KELLOGG CO com 487836108 418 5,860 SH   SOLE   0 0 5,860
MERCK & CO INC NEW com 58933y105 604 6,629 SH   SOLE   66 0 6,563
META PLATFORMS INC com 30303M102 19,797 122,773 SH   SOLE   46,972 0 75,801
MICROSOFT CORP com 594918104 1,666 6,488 SH   SOLE   2,141 0 4,347
MONDELEZ INTL INC com 609207105 683 10,993 SH   SOLE   0 0 10,993
PAYPAL HOLDINGS INC com 70450Y103 14,509 207,753 SH   SOLE   85,418 0 122,335
PEMBINA PIPELINE CORP F com 706327103 422 11,939 SH   SOLE   11,939 0 0
PEPSICO INCORPORATED com 713448108 286 1,719 SH   SOLE   1,211 0 508
PFIZER INC com 717081103 454 8,655 SH   SOLE   150 0 8,505
PHILIP MORRIS INTL INC com 718172109 1,846 18,695 SH   SOLE   95 0 18,600
PROCTER & GAMBLE com 742718109 1,031 7,170 SH   SOLE   0 0 7,170
PROGRESSIVE CORP OHIO com 743315103 270 2,319 SH   SOLE   435 0 1,884
RICHARDS PACKAGING INCOME com 763102100 644 16,300 SH   SOLE   0 0 16,300
S&P 500 INDEX com 464287200 1,046 2,759 SH   SOLE   1,525 0 1,234
SALESFORCE INC com 79466L302 10,916 66,139 SH   SOLE   26,860 0 39,279
SHERWIN-WILLIAMS com 824348106 873 3,900 SH   SOLE   3,900 0 0
SPDR GOLD TRUST SPDR GOLD SHAR com 78463V107 12,201 72,425 SH   SOLE   30,054 0 42,371
SPDR S&P MIDCAP 400 ETF com 78467Y107 295 714 SH   SOLE   440 0 274
TENCENT HLDGS LTD ADR com 88032Q109 11,963 263,561 SH   SOLE   106,426 0 157,135
TEXAS PACIFIC LAND CORP com 88262P102 23,122 15,538 SH   SOLE   6,342 0 9,196
UNION PACIFIC CORP com 907818108 603 2,826 SH   SOLE   0 0 2,826
VISA INC com 92826C839 61,263 311,151 SH   SOLE   122,072 0 189,079
WILLIS TOWERS WATSON com G96629103 44,606 225,977 SH   SOLE   91,153 0 134,824