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 INC COM 00724F101   35,948,730 60,256 SH   SOLE   51,536 0 8,720
ADVANCED MICRO DEVICES INC COM 007903107   13,334,267 90,457 SH   SOLE   81,988 0 8,469
ALPHABET INC CAP STK CL A 02079K305   48,192,072 344,993 SH   SOLE   300,356 0 44,637
AMAZON COM INC COM 023135106   33,629,336 221,333 SH   SOLE   198,008 0 23,325
AON PLC SHS CL A G0403H108   49,508,905 170,122 SH   SOLE   147,479 0 22,643
APPLE INC COM 037833100   17,809,410 92,502 SH   SOLE   92,502 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   25,120,661 33,188 SH   SOLE   29,901 0 3,287
CANADIAN PACIFIC KANSAS CITY COM 13646K108   24,334,352 307,796 SH   SOLE   279,134 0 28,662
COPART INC COM 217204106   51,308,488 1,047,112 SH   SOLE   964,270 0 82,842
FAIR ISAAC CORP COM 303250104   43,196,410 37,110 SH   SOLE   32,067 0 5,043
FISERV INC COM 337738108   23,288,048 175,309 SH   SOLE   163,359 0 11,950
HDFC BANK LTD SPONSORED ADS 40415F101   16,888,031 251,647 SH   SOLE   227,966 0 23,681
INTUIT COM 461202103   48,419,199 77,467 SH   SOLE   70,668 0 6,799
ISHARES TR CORE US AGGBD ET 464287226   1,637,625 16,500 SH   SOLE   0 0 16,500
ISHARES TR PFD AND INCM SEC 464288687   1,216,410 39,000 SH   SOLE   0 0 39,000
MASTERCARD INCORPORATED CL A 57636Q104   40,062,511 93,931 SH   SOLE   85,931 0 8,000
META PLATFORMS INC CL A 30303M102   29,956,697 84,633 SH   SOLE   73,182 0 11,451
MICROSOFT CORP COM 594918104   60,481,898 160,839 SH   SOLE   141,425 0 19,414
MOODYS CORP COM 615369105   41,901,619 107,286 SH   SOLE   94,664 0 12,622
MSCI INC COM 55354G100   50,707,129 89,644 SH   SOLE   79,825 0 9,819
NIKE INC CL B 654106103   28,077,396 258,611 SH   SOLE   218,608 0 40,003
OREILLY AUTOMOTIVE INC COM 67103H107   26,254,511 27,634 SH   SOLE   25,038 0 2,596
S&P GLOBAL INC COM 78409V104   32,398,044 73,545 SH   SOLE   61,028 0 12,517
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102   835,050 15,000 SH   SOLE   0 0 15,000
THERMO FISHER SCIENTIFIC INC COM 883556102   41,569,349 78,316 SH   SOLE   69,727 0 8,589
UNITEDHEALTH GROUP INC COM 91324P102   45,623,363 86,659 SH   SOLE   79,861 0 6,798
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   3,636,390 47,000 SH   SOLE   0 0 47,000
VERISK ANALYTICS INC COM 92345Y106   7,364,532 30,832 SH   SOLE   30,832 0 0
VISA INC COM CL A 92826C839   40,332,382 154,916 SH   SOLE   128,846 0 26,070
WELLS FARGO CO NEW PERP PFD CNV A 949746804   1,912,992 1,600 SH   SOLE   0 0 1,600