ADOBE SYSTEMS INCORPORATED COM 00724F101 35444929 72486 SH SOLE 62624 0 9862 ADVANCED MICRO DEVICES INC COM 007903107 11756424 103208 SH SOLE 92970 0 10238 ADVANCED MICRO DEVICES INC COM 007903107 5695500 50000 SH Call SOLE 50000 0 0 ALPHABET INC CAP STK CL A 02079K305 36163646 302119 SH SOLE 257034 0 45085 AMAZON COM INC COM 023135106 30122154 231069 SH SOLE 207744 0 23325 AON PLC SHS CL A G0403H108 52865309 153144 SH SOLE 128190 0 24954 APPLE INC COM 037833100 17457300 90000 SH SOLE 90000 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 9739190 13438 SH SOLE 11530 0 1908 CANADIAN PACIFIC KANSAS CITY COM 13646K108 8077000 100000 SH SOLE 100000 0 0 COPART INC COM 217204106 48067123 526994 SH SOLE 484629 0 42365 FAIR ISAAC CORP COM 303250104 27937166 34524 SH SOLE 29143 0 5381 FISERV INC COM 337738108 26517235 210204 SH SOLE 197440 0 12764 INTUIT COM 461202103 41424500 90409 SH SOLE 81883 0 8526 ISHARES TR CORE US AGGBD ET 464287226 1616175 16500 SH SOLE 0 0 16500 ISHARES TR PFD AND INCM SEC 464288687 1206270 39000 SH SOLE 0 0 39000 LINDE PLC SHS G54950103 6859440 18000 SH SOLE 18000 0 0 MASTERCARD INCORPORATED CL A 57636Q104 37861025 96265 SH SOLE 88265 0 8000 META PLATFORMS INC CL A 30303M102 18139718 63209 SH SOLE 52496 0 10713 MICROSOFT CORP COM 594918104 58486042 171745 SH SOLE 143377 0 28368 MOODYS CORP COM 615369105 34505647 99234 SH SOLE 88153 0 11081 MSCI INC COM 55354G100 43072375 91782 SH SOLE 81616 0 10166 MSCI INC COM 55354G100 46929000 100000 SH Call SOLE 100000 0 0 NIKE INC CL B 654106103 29260300 265111 SH SOLE 222368 0 42743 OREILLY AUTOMOTIVE INC COM 67103H107 25867613 27078 SH SOLE 23596 0 3482 PAYPAL HLDGS INC COM 70450Y103 10009500 150000 SH SOLE 150000 0 0 PAYPAL HLDGS INC COM 70450Y103 33365000 500000 SH Call SOLE 500000 0 0 S&P GLOBAL INC COM 78409V104 25008319 62382 SH SOLE 51382 0 11000 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 775500 15000 SH SOLE 0 0 15000 SERVICENOW INC COM 81762P102 11239400 20000 SH SOLE 20000 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 23129180 44330 SH SOLE 38866 0 5464 UNITEDHEALTH GROUP INC COM 91324P102 42899042 89254 SH SOLE 81275 0 7979 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 3631680 48000 SH SOLE 0 0 48000 VERISK ANALYTICS INC COM 92345Y106 6780900 30000 SH SOLE 30000 0 0 VISA INC COM CL A 92826C839 37738896 158914 SH SOLE 130619 0 28295 WASTE MGMT INC DEL COM 94106L109 1734200 10000 SH SOLE 10000 0 0 WELLS FARGO CO NEW PERP PFD CNV A 949746804 1843200 1600 SH SOLE 0 0 1600