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
ADOBE SYSTEMS INCORPORATED COM 00724F101   35,444,929 72,486 SH   SOLE   62,624 0 9,862
ADVANCED MICRO DEVICES INC COM 007903107   11,756,424 103,208 SH   SOLE   92,970 0 10,238
ADVANCED MICRO DEVICES INC COM 007903107   5,695,500 50,000 SH Call SOLE   50,000 0 0
ALPHABET INC CAP STK CL A 02079K305   36,163,646 302,119 SH   SOLE   257,034 0 45,085
AMAZON COM INC COM 023135106   30,122,154 231,069 SH   SOLE   207,744 0 23,325
AON PLC SHS CL A G0403H108   52,865,309 153,144 SH   SOLE   128,190 0 24,954
APPLE INC COM 037833100   17,457,300 90,000 SH   SOLE   90,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   9,739,190 13,438 SH   SOLE   11,530 0 1,908
CANADIAN PACIFIC KANSAS CITY COM 13646K108   8,077,000 100,000 SH   SOLE   100,000 0 0
COPART INC COM 217204106   48,067,123 526,994 SH   SOLE   484,629 0 42,365
FAIR ISAAC CORP COM 303250104   27,937,166 34,524 SH   SOLE   29,143 0 5,381
FISERV INC COM 337738108   26,517,235 210,204 SH   SOLE   197,440 0 12,764
INTUIT COM 461202103   41,424,500 90,409 SH   SOLE   81,883 0 8,526
ISHARES TR CORE US AGGBD ET 464287226   1,616,175 16,500 SH   SOLE   0 0 16,500
ISHARES TR PFD AND INCM SEC 464288687   1,206,270 39,000 SH   SOLE   0 0 39,000
LINDE PLC SHS G54950103   6,859,440 18,000 SH   SOLE   18,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   37,861,025 96,265 SH   SOLE   88,265 0 8,000
META PLATFORMS INC CL A 30303M102   18,139,718 63,209 SH   SOLE   52,496 0 10,713
MICROSOFT CORP COM 594918104   58,486,042 171,745 SH   SOLE   143,377 0 28,368
MOODYS CORP COM 615369105   34,505,647 99,234 SH   SOLE   88,153 0 11,081
MSCI INC COM 55354G100   43,072,375 91,782 SH   SOLE   81,616 0 10,166
MSCI INC COM 55354G100   46,929,000 100,000 SH Call SOLE   100,000 0 0
NIKE INC CL B 654106103   29,260,300 265,111 SH   SOLE   222,368 0 42,743
OREILLY AUTOMOTIVE INC COM 67103H107   25,867,613 27,078 SH   SOLE   23,596 0 3,482
PAYPAL HLDGS INC COM 70450Y103   10,009,500 150,000 SH   SOLE   150,000 0 0
PAYPAL HLDGS INC COM 70450Y103   33,365,000 500,000 SH Call SOLE   500,000 0 0
S&P GLOBAL INC COM 78409V104   25,008,319 62,382 SH   SOLE   51,382 0 11,000
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102   775,500 15,000 SH   SOLE   0 0 15,000
SERVICENOW INC COM 81762P102   11,239,400 20,000 SH   SOLE   20,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   23,129,180 44,330 SH   SOLE   38,866 0 5,464
UNITEDHEALTH GROUP INC COM 91324P102   42,899,042 89,254 SH   SOLE   81,275 0 7,979
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   3,631,680 48,000 SH   SOLE   0 0 48,000
VERISK ANALYTICS INC COM 92345Y106   6,780,900 30,000 SH   SOLE   30,000 0 0
VISA INC COM CL A 92826C839   37,738,896 158,914 SH   SOLE   130,619 0 28,295
WASTE MGMT INC DEL COM 94106L109   1,734,200 10,000 SH   SOLE   10,000 0 0
WELLS FARGO CO NEW PERP PFD CNV A 949746804   1,843,200 1,600 SH   SOLE   0 0 1,600