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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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
ACCENTURE PLC IRELAND SHS CL A G1151C101   633,222 1,800 SH   OTR   1,800 0 0
ADOBE SYSTEMS INC COM 00724F101   2,167,815 4,875 SH   OTR   4,875 0 0
ALPHABET INC-CL C CAP STK CL C 02079K107   2,285,280 12,000 SH   OTR   12,000 0 0
AMAZON COM INC COM 023135106   1,930,632 8,800 SH   OTR   8,800 0 0
AMERICAN TOWER CORP COM 03027X100   1,360,902 7,420 SH   OTR   7,420 0 0
AMPHENOL CORP NEW CL A 032095101   1,263,990 18,200 SH   OTR   18,200 0 0
BWX TECHNOLOGIES INC COM 05605H100   634,923 5,700 SH   OTR   5,700 0 0
CLEARWATER ANALYTICS HOLDINGS, INC. CLASS A CL A 185123106   1,038,330 37,730 SH   OTR   37,730 0 0
COPART INC COM 217204106   3,144,972 54,800 SH   OTR   54,800 0 0
COSTAR GROUP INC COM 22160N109   2,290,880 32,000 SH   OTR   32,000 0 0
EXXON MOBIL CORP COM 30231G102   699,743 6,505 SH   OTR   6,505 0 0
FASTENAL CO COM 311900104   1,150,560 16,000 SH   OTR   16,000 0 0
FISERV INC COM 337738108   2,465,040 12,000 SH   OTR   12,000 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   1,770,090 10,500 SH   OTR   10,500 0 0
IDEXX LABORATORIES INC COM 45168D104   3,512,173 8,495 SH   OTR   8,495 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104   1,117,575 7,500 SH   OTR   7,500 0 0
INTUIT COM 461202103   1,194,150 1,900 SH   OTR   1,900 0 0
LANCASTER COLONY CORP COM 513847103   910,716 5,260 SH   OTR   5,260 0 0
LIVE NATION ENTERTAINMENT INC COM 538034109   1,684,795 13,010 SH   OTR   13,010 0 0
MASTERCARD INCORPORATED CL A 57636Q104   4,149,372 7,880 SH   OTR   7,880 0 0
MICROSOFT CORP COM 594918104   682,830 1,620 SH   OTR   1,620 0 0
NVIDIA CORP COM 67066G104   1,495,991 11,140 SH   OTR   11,140 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   1,185,800 1,000 SH   OTR   1,000 0 0
POOL CORP COM 73278L105   1,694,472 4,970 SH   OTR   4,970 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   1,125,823 15,025 SH   OTR   15,025 0 0
PROGRESSIVE CORP COM 743315103   2,779,476 11,600 SH   OTR   11,600 0 0
RYAN SPECIALTY HOLDINGS INC CL A 78351F107   852,366 13,285 SH   OTR   13,285 0 0
TRANSDIGM GROUP INC COM 893641100   6,418,773 5,065 SH   OTR   5,065 0 0
TYLER TECHNOLOGIES INC COM 902252105   1,383,936 2,400 SH   OTR   2,400 0 0
UBER TECHNOLOGIES INC COM 90353T100   1,085,760 18,000 SH   OTR   18,000 0 0
ULTA BEAUTY INC COM 90384S303   1,087,325 2,500 SH   OTR   2,500 0 0
UNITEDHEALTH GROUP INC COM 91324P102   2,023,440 4,000 SH   OTR   4,000 0 0
VEEVA SYS INC CL A COM 922475108   1,361,369 6,475 SH   OTR   6,475 0 0
VISA INC COM CL A 92826C839   1,137,744 3,600 SH   OTR   3,600 0 0
WATSCO INC COM 942622200   2,369,450 5,000 SH   OTR   5,000 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   1,211,972 3,700 SH   OTR   3,700 0 0
ZOETIS INC CL A 98978V103   1,565,757 9,610 SH   OTR   9,610 0 0
ABBOTT LABS COM 002824100   1,696,650 15,000 SH   OTR   15,000 0 0
ABBVIE INC COM 00287Y109   3,554,000 20,000 SH   OTR   20,000 0 0
AIR PRODS & CHEMS INC COM 009158106   1,160,160 4,000 SH   OTR   4,000 0 0
ANALOG DEVICES INC COM 032654105   1,805,910 8,500 SH   OTR   8,500 0 0
APPLIED MATLS INC COM 308222105   1,626,300 10,000 SH   OTR   10,000 0 0
GALLAGHER ARTHUR J & CO COM 363576109   4,683,525 16,500 SH   OTR   16,500 0 0
AT&T INC COM 00206R102   341,550 15,000 SH   OTR   15,000 0 0
AUTOMATIC DATA PROCESSING INC COM 053015103   1,463,650 5,000 SH   OTR   5,000 0 0
AVERY DENNISON CORP COM 053611109   2,900,515 15,500 SH   OTR   15,500 0 0
BANK AMERICA CORP COM 060505104   1,758,000 40,000 SH   OTR   40,000 0 0
BANK NEW YORK MELLON CORP COM 064058100   6,146,400 80,000 SH   OTR   80,000 0 0
BAXTER INTL INC COM 071813109   1,166,400 40,000 SH   OTR   40,000 0 0
BECTON DICKINSON & CO COM 075887109   1,134,350 5,000 SH   OTR   5,000 0 0
BOEING CO COM 097023105   3,982,500 22,500 SH   OTR   22,500 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   2,375,520 42,000 SH   OTR   42,000 0 0
CATERPILLAR INC COM 149123101   4,534,500 12,500 SH   OTR   12,500 0 0
CHEVRON CORP NEW COM 166764100   1,448,400 10,000 SH   OTR   10,000 0 0
CISCO SYS INC COM 17275R102   4,081,899 68,951 SH   OTR   68,951 0 0
EMERSON ELEC CO COM 291011104   5,267,025 42,500 SH   OTR   42,500 0 0
EXXON MOBIL CORP COM 30231G102   4,840,650 45,000 SH   OTR   45,000 0 0
GLOBE LIFE INC COM 37959E102   7,527,600 67,500 SH   OTR   67,500 0 0
HOME DEPOT INC COM 437076102   9,335,760 24,000 SH   OTR   24,000 0 0
HONEYWELL INTL INC COM 438516106   3,614,240 16,000 SH   OTR   16,000 0 0
ILLINOIS TOOL WKS INC COM 452308109   3,803,400 15,000 SH   OTR   15,000 0 0
INTEL CORP COM 458140100   1,704,250 85,000 SH   OTR   85,000 0 0
JOHNSON & JOHNSON COM 478160104   14,751,240 102,000 SH   OTR   102,000 0 0
JPMORGAN CHASE & CO COM 46625H100   16,060,570 67,500 SH   OTR   67,500 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   2,102,800 10,000 SH   OTR   10,000 0 0
LOCKHEED MARTIN CORP COM 539830109   4,130,490 8,500 SH   OTR   8,500 0 0
MERCK & CO INC COM 58933Y105   6,197,106 62,295 SH   OTR   62,295 0 0
MICROSOFT CORP COM 594918104   8,430,000 20,000 SH   OTR   20,000 0 0
NORFOLK SOUTHN CORP COM 655844108   2,933,750 12,500 SH   OTR   12,500 0 0
PFIZER INC COM 717081103   4,178,156 157,488 SH   OTR   157,488 0 0
PROCTER AND GAMBLE CO COM 742718109   8,382,500 50,000 SH   OTR   50,000 0 0
RTX CORPORATION COM 75513E101   925,760 8,000 SH   OTR   8,000 0 0
TEXAS INSTRS INC COM 882508104   1,875,100 10,000 SH   OTR   10,000 0 0
UNION PAC CORP COM 907818108   3,420,600 15,000 SH   OTR   15,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   3,793,950 7,500 SH   OTR   7,500 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   899,775 22,500 SH   OTR   22,500 0 0
VISA INC COM CL A 92826C839   1,058,734 3,350 SH   OTR   3,350 0 0
WALMART INC COM 931142103   13,010,400 144,000 SH   OTR   144,000 0 0
WASTE MGMT INC DEL COM 94106L109   1,008,950 5,000 SH   OTR   5,000 0 0
WELLS FARGO CO NEW COM 949746101   1,264,320 18,000 SH   OTR   18,000 0 0