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
ALPHABET INC CAP STK CL A 02079K305   24,148,800 160,000 SH   SOLE NONE 160,000 0 0
AMETEK Inc COM 031100100   3,658,000 20,000 SH   SOLE NONE 20,000 0 0
ANALOG DEVICES INC COM 032654105   3,125,082 15,800 SH   SOLE NONE 15,800 0 0
APTARGROUP INC COM 038336103   3,237,525 22,500 SH   SOLE NONE 22,500 0 0
ARISTA NETWORKS INC COM 040413106   4,349,700 15,000 SH   SOLE NONE 15,000 0 0
AUTOMATIC DATA PROCESSING COM 053015103   10,738,820 43,000 SH   SOLE NONE 43,000 0 0
Accenture PLC SHS CLASS A G1151C101   9,705,080 28,000 SH   SOLE NONE 28,000 0 0
Amphenol Corp CL A 032095101   3,921,900 34,000 SH   SOLE NONE 34,000 0 0
Apple Inc COM 037833100   10,631,760 62,000 SH   SOLE NONE 62,000 0 0
Arthur J Gallagher & Co COM 363576109   1,875,300 7,500 SH   SOLE NONE 7,500 0 0
BROWN-FORMAN CORP CL B 115637209   1,522,790 29,500 SH   SOLE NONE 29,500 0 0
Berkshire Hathaway Inc CL B NEW 084670702   14,718,200 35,000 SH   SOLE NONE 35,000 0 0
BlackRock Inc COM 09247X101   4,585,350 5,500 SH   SOLE NONE 5,500 0 0
CHUBB LIMITED COM COM H1467J104   9,069,550 35,000 SH   SOLE NONE 35,000 0 0
COLGATE-PALMOLIVE COM 194162103   11,166,200 124,000 SH   SOLE NONE 124,000 0 0
Chipotle Mexican Grill Inc COM 169656105   1,744,062 600 SH   SOLE NONE 600 0 0
Copart Inc COM 217204106   13,727,040 237,000 SH   SOLE NONE 237,000 0 0
Coterra Energy Inc COM 127097103   1,394,000 50,000 SH   SOLE NONE 50,000 0 0
DT Midstream Inc COMMON STOCK 23345M107   916,500 15,000 SH   SOLE NONE 15,000 0 0
Danaher Corp COM 235851102   13,734,600 55,000 SH   SOLE NONE 55,000 0 0
ECOLAB INC COM 278865100   4,156,200 18,000 SH   SOLE NONE 18,000 0 0
EOG Resources Inc COM 26875P101   4,474,400 35,000 SH   SOLE NONE 35,000 0 0
Edwards Lifesciences Corp COM 28176E108   2,389,000 25,000 SH   SOLE NONE 25,000 0 0
Exxon Mobil Corp COM 30231G102   3,254,720 28,000 SH   SOLE NONE 28,000 0 0
FactSet Research Systems Inc COM 303075105   2,726,340 6,000 SH   SOLE NONE 6,000 0 0
Fastenal Co COM 311900104   3,918,712 50,800 SH   SOLE NONE 50,800 0 0
Floor & Decor Holdings Inc CL A 339750101   1,425,820 11,000 SH   SOLE NONE 11,000 0 0
Gentex Corp COM 371901109   2,167,200 60,000 SH   SOLE NONE 60,000 0 0
HERSHEY CO (THE) COM 427866108   3,890,000 20,000 SH   SOLE NONE 20,000 0 0
Home Depot Inc/The COM 437076102   7,672,000 20,000 SH   SOLE NONE 20,000 0 0
IDEXX Laboratories Inc COM 45168D104   3,779,510 7,000 SH   SOLE NONE 7,000 0 0
ISHARES U.S. ENERGY ETF 464287796   14,820,000 300,000 SH   SOLE NONE 300,000 0 0
Intuit Inc COM 461202103   9,750,000 15,000 SH   SOLE NONE 15,000 0 0
JB Hunt Transport Services Inc COM 445658107   2,092,125 10,500 SH   SOLE NONE 10,500 0 0
JPMorgan Chase & Co COM 46625H100   17,025,500 85,000 SH   SOLE NONE 85,000 0 0
Jack Henry & Associates Inc COM 426281101   3,405,108 19,600 SH   SOLE NONE 19,600 0 0
Lamb Weston Holdings Inc COM 513272104   2,130,600 20,000 SH   SOLE NONE 20,000 0 0
Linde PLC SHS G54950103   8,125,600 17,500 SH   SOLE NONE 17,500 0 0
MASTERCARD INC CL A 57636Q104   21,670,650 45,000 SH   SOLE NONE 45,000 0 0
MICROSOFT CORP COM 594918104   27,767,520 66,000 SH   SOLE NONE 66,000 0 0
Merck & Co Inc COM 58933Y105   14,778,400 112,000 SH   SOLE NONE 112,000 0 0
Meta Platforms Inc CL A 30303M102   12,625,080 26,000 SH   SOLE NONE 26,000 0 0
Monster Beverage Corp COM 61174X109   3,141,840 53,000 SH   SOLE NONE 53,000 0 0
Morningstar Inc COM 617700109   2,312,775 7,500 SH   SOLE NONE 7,500 0 0
NEXTERA ENERGY COM 65339F101   8,627,850 135,000 SH   SOLE NONE 135,000 0 0
NIKE INC CL B 654106103   4,041,140 43,000 SH   SOLE NONE 43,000 0 0
ONEOK Inc COM 682680103   4,798,175 59,850 SH   SOLE NONE 59,850 0 0
PEPSICO INC COM 713448108   7,875,450 45,000 SH   SOLE NONE 45,000 0 0
ROPER INDUSTRIES INC COM 776696106   6,730,080 12,000 SH   SOLE NONE 12,000 0 0
ResMed Inc COM 761152107   3,069,465 15,500 SH   SOLE NONE 15,500 0 0
Rollins Inc COM 775711104   2,325,068 50,250 SH   SOLE NONE 50,250 0 0
S&P Global Inc COM 78409V104   3,616,325 8,500 SH   SOLE NONE 8,500 0 0
SEI INVESTMENTS COM 784117103   1,984,440 27,600 SH   SOLE NONE 27,600 0 0
STARBUCKS CORP COM 855244109   9,139,000 100,000 SH   SOLE NONE 100,000 0 0
TEXAS INSTRUMENTS COM 882508104   10,278,390 59,000 SH   SOLE NONE 59,000 0 0
TJX Cos Inc/The COM 872540109   8,676,177 85,547 SH   SOLE NONE 85,547 0 0
TRACTOR SUPPLY CO COM 892356106   5,103,540 19,500 SH   SOLE NONE 19,500 0 0
Thermo Fisher Scientific Inc COM 883556102   5,521,495 9,500 SH   SOLE NONE 9,500 0 0
Toro Co/The COM 891092108   5,955,950 65,000 SH   SOLE NONE 65,000 0 0
Tyler Technologies Inc COM 902252105   2,656,313 6,250 SH   SOLE NONE 6,250 0 0
Union Pacific Corp COM 907818108   8,238,655 33,500 SH   SOLE NONE 33,500 0 0
UnitedHealth Group Inc COM 91324P102   12,367,500 25,000 SH   SOLE NONE 25,000 0 0
VERIZON COMMUN COM 92343V104   7,133,200 170,000 SH   SOLE NONE 170,000 0 0
VISA INC COM CL A 92826C839   5,093,210 18,250 SH   SOLE NONE 18,250 0 0
Valvoline Inc COM 92047W101   2,005,650 45,000 SH   SOLE NONE 45,000 0 0
Veeva Systems Inc CL A COM 922475108   6,255,630 27,000 SH   SOLE NONE 27,000 0 0
WEC Energy Group Inc COM 92939U106   3,777,520 46,000 SH   SOLE NONE 46,000 0 0
Walmart Inc COM 931142103   9,567,030 159,000 SH   SOLE NONE 159,000 0 0
West Pharmaceutical Services I COM 955306105   10,288,460 26,000 SH   SOLE NONE 26,000 0 0