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
ABBOTT LABS COM 002824100   1,814,284 16,040 SH   SOLE   0 0 16,040
ABBVIE INC COM 00287Y109   897,740 5,052 SH   SOLE   0 0 5,052
ADOBE INC COM 00724F101   30,759,850 69,173 SH   SOLE   0 0 69,173
ALIGN TECHNOLOGY INC COM 016255101   31,738,350 152,215 SH   SOLE   0 0 152,215
ALPHABET INC CAP STK CL A 02079K305   1,649,501 8,714 SH   SOLE   0 0 8,714
ALPHABET INC CAP STK CL C 02079K107   76,489,845 401,648 SH   SOLE   0 0 401,648
AMAZON COM INC COM 023135106   44,650,033 203,519 SH   SOLE   0 0 203,519
APPLE INC COM 037833100   2,317,770 9,256 SH   SOLE   0 0 9,256
ARTISAN PARTNERS ASSET MGMT CL A 04316A108   858,202 19,935 SH   SOLE   0 0 19,935
BALL CORP COM 058498106   767,961 13,930 SH   SOLE   0 0 13,930
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   583,371 1,287 SH   SOLE   0 0 1,287
BOOKING HOLDINGS INC COM 09857L108   66,865,627 13,458 SH   SOLE   0 0 13,458
BROADCOM INC COM 11135F101   878,674 3,790 SH   SOLE   0 0 3,790
CHEVRON CORP NEW COM 166764100   907,857 6,268 SH   SOLE   0 0 6,268
CLEAR CHANNEL OUTDOOR HLDGS COM 18453H106   43,936 32,070 SH   SOLE   0 0 32,070
COCA COLA CO COM 191216100   1,102,002 17,700 SH   SOLE   0 0 17,700
COLGATE PALMOLIVE CO COM 194162103   905,282 9,958 SH   SOLE   0 0 9,958
COMCAST CORP NEW CL A 20030N101   657,901 17,530 SH   SOLE   0 0 17,530
CONOCOPHILLIPS COM 20825C104   619,019 6,242 SH   SOLE   0 0 6,242
COPART INC COM 217204106   74,594,661 1,299,785 SH   SOLE   0 0 1,299,785
CORPAY INC COM SHS 219948106   71,398,160 210,975 SH   SOLE   0 0 210,975
COSTCO WHSL CORP NEW COM 22160K105   842,968 920 SH   SOLE   0 0 920
COTERRA ENERGY INC COM 127097103   683,578 26,765 SH   SOLE   0 0 26,765
CROWN CASTLE INC COM 22822V101   591,301 6,515 SH   SOLE   0 0 6,515
CUMMINS INC COM 231021106   286,898 823 SH   SOLE   0 0 823
D R HORTON INC COM 23331A109   22,501,233 160,930 SH   SOLE   0 0 160,930
DOLLAR GEN CORP NEW COM 256677105   839,707 11,075 SH   SOLE   0 0 11,075
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   536,590 27,391 SH   SOLE   0 0 27,391
ESSENT GROUP LTD COM G3198U102   998,974 18,350 SH   SOLE   0 0 18,350
ESSEX PPTY TR INC COM 297178105   1,990,659 6,974 SH   SOLE   0 0 6,974
EXXON MOBIL CORP COM 30231G102   1,633,343 15,184 SH   SOLE   0 0 15,184
FACTSET RESH SYS INC COM 303075105   529,749 1,103 SH   SOLE   0 0 1,103
FASTENAL CO COM 311900104   61,964,128 861,690 SH   SOLE   0 0 861,690
FISERV INC COM 337738108   42,899,297 208,837 SH   SOLE   0 0 208,837
GILEAD SCIENCES INC COM 375558103   1,293,180 14,000 SH   SOLE   0 0 14,000
GSK PLC SPONSORED ADR 37733W204   733,049 21,675 SH   SOLE   0 0 21,675
HOME DEPOT INC COM 437076102   301,467 775 SH   SOLE   0 0 775
HONEYWELL INTL INC COM 438516106   494,045 2,187 SH   SOLE   0 0 2,187
INTERCONTINENTAL EXCHANGE IN COM 45866F104   46,719,552 313,533 SH   SOLE   0 0 313,533
ISHARES TR MSCI USA QLT FCT 46432F339   2,067,260 11,609 SH   SOLE   0 0 11,609
ISHARES TR 0-3 MNTH TREASRY 46436E718   543,440 5,417 SH   SOLE   0 0 5,417
JOHNSON & JOHNSON COM 478160104   374,132 2,587 SH   SOLE   0 0 2,587
LAMAR ADVERTISING CO NEW CL A 512816109   694,770 5,707 SH   SOLE   0 0 5,707
LAMB WESTON HLDGS INC COM 513272104   19,586,937 293,086 SH   SOLE   0 0 293,086
LKQ CORP COM 501889208   378,525 10,300 SH   SOLE   0 0 10,300
MCDONALDS CORP COM 580135101   3,179,514 10,968 SH   SOLE   0 0 10,968
MGM RESORTS INTERNATIONAL COM 552953101   15,044,060 434,172 SH   SOLE   0 0 434,172
MICROSOFT CORP COM 594918104   70,615,920 167,535 SH   SOLE   0 0 167,535
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103   914,488 5,789 SH   SOLE   0 0 5,789
NICE LTD SPONSORED ADR 653656108   494,914 2,914 SH   SOLE   0 0 2,914
NORTHERN TR CORP COM 665859104   1,137,750 11,100 SH   SOLE   0 0 11,100
NORTHROP GRUMMAN CORP COM 666807102   944,211 2,012 SH   SOLE   0 0 2,012
NVIDIA CORPORATION COM 67066G104   1,021,007 7,603 SH   SOLE   0 0 7,603
OREILLY AUTOMOTIVE INC COM 67103H107   30,612,613 25,816 SH   SOLE   0 0 25,816
PAYCHEX INC COM 704326107   319,281 2,277 SH   SOLE   0 0 2,277
PAYPAL HLDGS INC COM 70450Y103   1,853,631 21,718 SH   SOLE   0 0 21,718
PRICE T ROWE GROUP INC COM 74144T108   776,024 6,862 SH   SOLE   0 0 6,862
PROCTER AND GAMBLE CO COM 742718109   384,757 2,295 SH   SOLE   0 0 2,295
QURATE RETAIL INC COM SER A 74915M100   3,960 12,000 SH   SOLE   0 0 12,000
ROPER TECHNOLOGIES INC COM 776696106   2,859,175 5,500 SH   SOLE   0 0 5,500
S&P GLOBAL INC COM 78409V104   5,307,506 10,657 SH   SOLE   0 0 10,657
SCHWAB CHARLES CORP COM 808513105   45,230,622 611,142 SH   SOLE   0 0 611,142
SKYWORKS SOLUTIONS INC COM 83088M102   644,083 7,263 SH   SOLE   0 0 7,263
SPDR GOLD TR GOLD SHS 78463V107   286,924 1,185 SH   SOLE   0 0 1,185
STRYKER CORPORATION COM 863667101   770,507 2,140 SH   SOLE   0 0 2,140
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   31,907,139 173,333 SH   SOLE   0 0 173,333
TRUIST FINL CORP COM 89832Q109   995,788 22,955 SH   SOLE   0 0 22,955
UBER TECHNOLOGIES INC COM 90353T100   19,838,102 328,881 SH   SOLE   0 0 328,881
UNITEDHEALTH GROUP INC COM 91324P102   44,185,533 87,347 SH   SOLE   0 0 87,347
VAIL RESORTS INC COM 91879Q109   932,751 4,976 SH   SOLE   0 0 4,976
VANGUARD INDEX FDS TOTAL STK MKT 922908769   274,160 946 SH   SOLE   0 0 946
VERTEX PHARMACEUTICALS INC COM 92532F100   62,445,078 155,066 SH   SOLE   0 0 155,066
VICI PPTYS INC COM 925652109   684,536 23,435 SH   SOLE   0 0 23,435
VISA INC COM CL A 92826C839   84,499,427 267,369 SH   SOLE   0 0 267,369