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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   21,223,774 187,142 SH   SOLE   187,142 0 0
ALPHABET INC CAP STK CL A 02079K305   120,418,540 683,327 SH   SOLE   683,327 0 0
AMAZON COM INC COM 023135106   97,724,423 445,437 SH   SOLE   445,437 0 0
AUTOZONE INC COM 053332102   1,451,482 391 SH   SOLE   391 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   55,495,336 114,242 SH   SOLE   114,242 0 0
BOOKING HOLDINGS INC COM 09857L108   1,308,368 226 SH   SOLE   226 0 0
CAPITAL ONE FINL CORP COM 14040H105   78,892,046 370,803 SH   SOLE   370,803 0 0
CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105   7,101,545 1,495,062 SH   SOLE   1,495,062 0 0
DANAHER CORPORATION COM 235851102   714,107 3,615 SH   SOLE   3,615 0 0
DXC TECHNOLOGY CO COM 23355L106   31,278 2,045 SH   SOLE   2,045 0 0
ELI LILLY & CO COM 532457108   70,470,292 90,401 SH   SOLE   90,401 0 0
EOG RES INC COM 26875P101   2,406,673 20,121 SH   SOLE   20,121 0 0
GENERAL MTRS CO COM 37045V100   2,370,003 48,161 SH   SOLE   48,161 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   486,513 23,802 SH   SOLE   23,802 0 0
HOME DEPOT INC COM 437076102   1,534,022 4,184 SH   SOLE   4,184 0 0
HP INC COM 40434L105   581,959 23,802 SH   SOLE   23,802 0 0
HUMANA INC COM 444859102   52,057,615 212,932 SH   SOLE   212,932 0 0
INTEL CORP COM 458140100   2,185,855 97,670 SH   SOLE   97,670 0 0
JOHNSON & JOHNSON COM 478160104   34,752,611 227,513 SH   SOLE   227,513 0 0
LABCORP HOLDINGS INC COM SHS 504922105   854,470 3,255 SH   SOLE   3,255 0 0
LAM RESEARCH CORP COM NEW 512807306   84,049,488 863,463 SH   SOLE   863,463 0 0
M & T BK CORP COM 55261F104   3,264,464 16,828 SH   SOLE   16,828 0 0
MASTERCARD INCORPORATED CL A 57636Q104   3,553,147 6,323 SH   SOLE   6,323 0 0
META PLATFORMS INC CL A 30303M102   116,477,245 157,809 SH   SOLE   157,809 0 0
MICRON TECHNOLOGY INC COM 595112103   6,060,456 49,200 SH   SOLE   49,200 0 0
MORGAN STANLEY COM NEW 617446448   65,828,667 467,334 SH   SOLE   467,334 0 0
NETFLIX INC COM 64110L106   85,619,955 63,937 SH   SOLE   63,937 0 0
NOVO-NORDISK A S ADR 670100205   2,519,023 36,497 SH   SOLE   36,497 0 0
NVIDIA CORPORATION COM 67066G104   70,798,005 448,117 SH   SOLE   448,117 0 0
PERIMETER SOLUTIONS INC COMMON STOCK 71385M107   1,428,749 102,640 SH   SOLE   102,640 0 0
QUEST DIAGNOSTICS INC COM 74834L100   1,558,111 8,674 SH   SOLE   8,674 0 0
RTX CORPORATION COM 75513E101   1,796,630 12,304 SH   SOLE   12,304 0 0
RYANAIR HOLDINGS PLC SPONSORED ADR 783513203   39,973,903 693,149 SH   SOLE   693,149 0 0
SCHWAB CHARLES CORP COM 808513105   40,786,743 447,027 SH   SOLE   447,027 0 0
SONIC AUTOMOTIVE INC CL A 83545G102   3,138,052 39,260 SH   SOLE   39,260 0 0
UBER TECHNOLOGIES INC COM 90353T100   45,963,405 492,641 SH   SOLE   492,641 0 0
US BANCORP DEL COM NEW 902973304   1,951,044 43,117 SH   SOLE   43,117 0 0
WELLS FARGO CO NEW COM 949746101   89,751,786 1,120,217 SH   SOLE   1,120,217 0 0