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
ALPHABET INC CAP STK CL C COM 02079K107   55,819,939 357,293 SH   SOLE   122,472 0 234,821
ALPHABET INC. CL A COM 02079K305   525,776 3,400 SH   SOLE   0 0 3,400
AMAZON COM INC COM COM 023135106   60,566,607 318,336 SH   SOLE   102,148 0 216,188
AON PLC REGISTERED SHS CL A COM G0403H108   63,277,109 158,553 SH   SOLE   55,639 0 102,914
BERKSHIRE HATHAWAY INC CL A COM 084670108   798,442 1 SH   SOLE   0 0 1
BERKSHIRE HATHAWAY INC CL B COM 084670702   532,580 1,000 SH   SOLE   0 0 1,000
BROADCOM COM 11135F101   10,636,249 63,527 SH   SOLE   22,312 0 41,215
CARPENTER TECHNOLOGY COM 144285103   8,937,972 49,332 SH   SOLE   17,327 0 32,005
CONSTELLATION ENERGY COM 21037T109   23,834,481 118,209 SH   SOLE   41,947 0 76,262
COSTAR GROUP INC COM COM 22160N109   8,227,299 103,841 SH   SOLE   36,732 0 67,109
FISERV COM 337738108   62,076,638 281,106 SH   SOLE   98,539 0 182,567
GE AEROSPACE COM 369604301   29,462,881 147,204 SH   SOLE   51,914 0 95,290
GE VERNOVA COM 36828A101   37,299,416 122,181 SH   SOLE   43,484 0 78,697
HOWMET AEROSPACE COM 443201108   10,036,691 77,366 SH   SOLE   27,239 0 50,127
LINDE PLC COM G54950103   22,907,160 49,195 SH   SOLE   17,425 0 31,770
MASTERCARD INC CL A COM 57636Q104   27,995,874 51,076 SH   SOLE   17,923 0 33,153
META PLATFORMS INC CL A COM 30303M102   30,317,112 52,601 SH   SOLE   18,661 0 33,940
MICROSOFT CORP COM COM 594918104   49,297,157 131,323 SH   SOLE   44,443 0 86,880
NETFLIX INC COM COM 64110L106   33,240,964 35,646 SH   SOLE   12,362 0 23,284
SAP SE SPON ADR COM 803054204   63,311,037 235,848 SH   SOLE   82,878 0 152,970
TAIWAN SEMICONDUCTOR MFG CO SP COM 874039100   25,075,299 151,056 SH   SOLE   53,878 0 97,178
UBER TECHNOLOGIES COM 90353T100   30,990,782 425,347 SH   SOLE   150,479 0 274,868
UNION PACIFIC CORP. COM 907818108   32,450,871 137,364 SH   SOLE   49,537 0 87,827
UNITEDHEALTH GROUP INC COM COM 91324P102   43,992,907 83,996 SH   SOLE   29,868 0 54,128
VISA INC COM CL A COM 92826C839   31,625,396 90,240 SH   SOLE   31,710 0 58,530
VISTRA CORP COM 92840M102   25,304,444 215,467 SH   SOLE   75,871 0 139,596
ISHARES 0-3 MONTH TREASURY BON TR UNIT 46436E718   3,564,648 35,411 SH   SOLE   30,670 0 4,741
SPDR BLOOMBERG 1-3 MONTH T-BIL TR UNIT 78468R663   7,846,492 85,539 SH   SOLE   85,539 0 0