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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE SYSTEMS INCORPORATED COM 00724F101 47,583 83,914 SH   SOLE   65,914 0 18,000
ALPHABET INC CAP STK CL A 02079K305 53,829 18,581 SH   SOLE   14,931 0 3,650
AMAZON COM INC COM 023135106 18,882 5,663 SH   SOLE   5,663 0 0
AON PLC SHS CL A G0403H108 49,788 165,650 SH   SOLE   129,650 0 36,000
APPLE INC COM 037833100 15,981 90,000 SH   SOLE   90,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 3,981 5,000 SH   SOLE   0 0 5,000
AUTODESK INC COM 052769106 14,060 50,000 SH   SOLE   50,000 0 0
CALLAWAY GOLF CO COM 131193104 564 20,560 SH   SOLE   0 0 20,560
COPART INC COM 217204106 44,634 294,385 SH   SOLE   252,385 0 42,000
CRICUT INC COM CL A 22658D100 15,127 684,851 SH   SOLE   684,851 0 0
FAIR ISAAC CORP COM 303250104 16,787 38,707 SH   SOLE   30,907 0 7,800
FISERV INC COM 337738108 39,749 382,969 SH   SOLE   331,969 0 51,000
HDFC BANK LTD SPONSORED ADS 40415F101 32,127 493,723 SH   SOLE   358,123 0 135,600
INTUIT COM 461202103 34,747 54,020 SH   SOLE   50,020 0 4,000
LAUDER ESTEE COS INC CL A 518439104 27,025 73,000 SH   SOLE   57,000 0 16,000
MASTERCARD INCORPORATED CL A 57636Q104 33,434 93,049 SH   SOLE   78,049 0 15,000
META PLATFORMS INC CL A 30303M102 55,280 164,352 SH   SOLE   131,352 0 33,000
MICROSOFT CORP COM 594918104 70,408 209,346 SH   SOLE   162,346 0 47,000
MOODYS CORP COM 615369105 52,907 135,457 SH   SOLE   106,457 0 29,000
MSCI INC COM 55354G100 47,039 76,775 SH   SOLE   67,775 0 9,000
NIKE INC CL B 654106103 39,654 237,920 SH   SOLE   181,920 0 56,000
OREILLY AUTOMOTIVE INC COM 67103H107 19,774 28,000 SH   SOLE   22,000 0 6,000
PAYPAL HLDGS INC COM 70450Y103 13,201 70,000 SH   SOLE   70,000 0 0
S&P GLOBAL INC COM 78409V104 17,013 36,049 SH   SOLE   28,749 0 7,300
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 565 5,000 SH   SOLE   0 0 5,000
SERVICENOW INC COM 81762P102 11,684 18,000 SH   SOLE   18,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 35,027 69,755 SH   SOLE   58,755 0 11,000
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 3,421 42,100 SH   SOLE   0 0 42,100
VERISK ANALYTICS INC COM 92345Y106 12,363 54,050 SH   SOLE   45,338 0 8,712
VISA INC COM CL A 92826C839 35,541 164,000 SH   SOLE   119,000 0 45,000
WELLS FARGO CO NEW PERP PFD CNV A 949746804 2,489 1,670 SH   SOLE   0 0 1,670