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
AAON INC COM PAR $0.004 000360206   676,288 9,170 SH   SOLE   0 5,491 3,679
APPLE INC COM 037833100   859,047 4,187 SH   SOLE   0 4,187 0
AMAZON.COM INC COM 023135106   3,752,447 17,104 SH   SOLE   0 11,065 6,039
BOOKING HLDGS INC COM 09857L108   6,466,581 1,117 SH   SOLE   0 654 463
BERKSHIRE HATHAWAY CLASS B CL B NEW 084670702   9,510,891 19,579 SH   SOLE   0 13,239 6,340
BROWN & BROWN INC COM 115236101   2,784,500 25,115 SH   SOLE   0 14,744 10,371
BLACKSTONE INC COM 09260D107   586,354 3,920 SH   SOLE   0 3,920 0
COPART INC COM 217204106   3,544,130 72,226 SH   SOLE   0 48,066 24,160
CSX CORP COM 126408103   1,015,870 31,133 SH   SOLE   0 24,002 7,131
DANAHER CORP COM 235851102   882,806 4,469 SH   SOLE   0 2,876 1,593
DISNEY WALT CO COM 254687106   611,245 4,929 SH   SOLE   0 3,629 1,300
STRIVE U S ENERGY ETF EA SERIES TRUST 02072L722   271,400 10,000 SH   SOLE   0 0 10,000
DRIVEN BRANDS HLDGS INC COM 26210V102   1,293,206 73,645 SH   SOLE   0 47,588 26,057
DISTRIBUTION SOLUTIONS G COM 520776105   381,448 13,886 SH   SOLE   0 9,021 4,865
FIRST CTZNS BANCSHARES ICLASS A CL A 31946M103   1,927,123 985 SH   SOLE   0 571 414
FISERV INC COM 337738108   2,090,126 12,123 SH   SOLE   0 6,954 5,169
ALPHABET INC CLASS C CL C 02079K107   3,700,001 20,858 SH   SOLE   0 11,145 9,713
ALPHABET INC CLASS A CL A 02079K305   4,002,912 22,718 SH   SOLE   0 15,817 6,901
HILTON GRAND VACATIONS I COM 43283X105   1,859,464 44,774 SH   SOLE   0 23,099 21,675
GARTNER INC COM 366651107   2,164,598 5,355 SH   SOLE   0 2,981 2,374
JPMORGAN CHASE & CO COM 46625H100   710,280 2,450 SH   SOLE   0 2,450 0
KKR & CO INC COM UNITS 48251W104   9,041,251 67,964 SH   SOLE   0 39,609 28,355
KINSALE CAP GROUP INC COM 49714P108   1,300,723 2,688 SH   SOLE   0 1,667 1,021
MASTERCARD INC CLASS A CL A 57636Q104   413,026 735 SH   SOLE   0 735 0
MEDPACE HLDGS INC COM 58506Q109   1,305,658 4,160 SH   SOLE   0 2,638 1,522
META PLATFORMS INC CLASS A CL A 30303M102   4,851,466 6,573 SH   SOLE   0 3,417 3,156
MORNINGSTAR INC COM 617700109   817,474 2,604 SH   SOLE   0 1,500 1,104
MICROSOFT CORP COM 594918104   1,218,655 2,450 SH   SOLE   0 2,450 0
AMRIZE LTD F CH SHRS SHS H2927K103   1,175,623 23,726 SH   SOLE   0 14,274 9,452
NATURAL RESOURCE PART LP COM UNIT LTD PAR 63900P608   1,148,030 12,020 SH   SOLE   0 6,526 5,494
NVR INC COM 62944T105   1,011,835 137 SH   SOLE   0 74 63
PROGRESSIVE CORP OH COM 743315103   5,364,953 20,104 SH   SOLE   0 11,724 8,380
PHILIP MORRIS INTL INC COM 718172109   1,486,545 8,162 SH   SOLE   0 5,111 3,051
PAYPAL HLDGS INC COM 70450Y103   436,927 5,879 SH   SOLE   0 4,003 1,876
CHARLES SCHWAB CORP COM 808513105   1,981,094 21,713 SH   SOLE   0 10,077 11,636
SMITH DOUGLAS HOMES CORPCLASS A COM SHS CL A 83207R107   704,946 36,300 SH   SOLE   0 36,300 0
SHERWIN-WILLIAMS CO COM 824348106   420,959 1,226 SH   SOLE   0 1,038 188
TALEN ENERGY CORP NEW CLASS EQUITY COM 87422Q109   731,868 2,517 SH   SOLE   0 1,140 1,377
THERMO FISHER SCIENTIFIC COM 883556102   198,675 490 SH   SOLE   0 490 0
VISA INC CLASS A COM CL A 92826C839   8,244,971 23,222 SH   SOLE   0 15,434 7,788
WORKDAY INC CLASS A CL A 98138H101   1,324,800 5,520 SH   SOLE   0 3,481 2,039
ENERGY SELECT SECTOR SPDR ETF ENERGY 81369Y506   641,945 7,571 SH   SOLE   0 5,820 1,751