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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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   89,187,900 252,836 SH   SOLE   238,108 0 14,728
ALPHABET INC CAP STK CL A 02079K305   138,275,523 568,801 SH   SOLE   538,282 0 30,519
ALTO NEUROSCIENCE INC COM SHS 02157Q109   78,326 19,484 SH   SOLE   0 0 19,484
AMAZON COM INC COM 023135106   108,183,017 492,704 SH   SOLE   465,063 0 27,641
AON PLC SHS CL A G0403H108   127,258,765 356,887 SH   SOLE   338,249 0 18,638
ASML HOLDING N V N Y REGISTRY SHS N07059210   106,042,641 109,538 SH   SOLE   103,576 0 5,962
BROADCOM INC COM 11135F101   24,038,232 72,863 SH   SOLE   68,232 0 4,631
COPART INC COM 217204106   130,362,813 2,898,884 SH   SOLE   2,789,420 0 109,464
FAIR ISAAC CORP COM 303250104   117,455,157 78,485 SH   SOLE   74,090 0 4,395
FERRARI N V COM N3167Y103   29,830,355 61,478 SH   SOLE   58,013 0 3,465
FISERV INC COM 337738108   98,195,409 761,618 SH   SOLE   726,127 0 35,491
GALLAGHER ARTHUR J & CO COM 363576109   32,893,149 106,196 SH   SOLE   101,911 0 4,285
INTUIT COM 461202103   126,225,670 184,835 SH   SOLE   174,742 0 10,093
ISHARES TR CORE US AGGBD ET 464287226   1,002,500 10,000 SH   SOLE   0 0 10,000
ISHARES TR PFD AND INCM SEC 464288687   790,500 25,000 SH   SOLE   0 0 25,000
LAM RESEARCH CORP COM NEW 512807306   30,797,000 230,000 SH Put SOLE   230,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   106,376,002 187,015 SH   SOLE   179,476 0 7,539
META PLATFORMS INC CL A 30303M102   117,750,488 160,340 SH   SOLE   151,136 0 9,204
MICROSOFT CORP COM 594918104   132,693,093 256,189 SH   SOLE   240,923 0 15,266
MOODYS CORP COM 615369105   52,922,633 111,070 SH   SOLE   104,344 0 6,726
MOODYS CORP COM 615369105   6,432,480 13,500 SH Call SOLE   13,500 0 0
MSCI INC COM 55354G100   116,346,286 205,048 SH   SOLE   194,309 0 10,739
NETFLIX INC COM 64110L106   29,831,526 24,882 SH   SOLE   23,479 0 1,403
NIKE INC CL B 654106103   6,510,271 93,364 SH   SOLE   90,058 0 3,306
NVIDIA CORPORATION COM 67066G104   100,811,972 540,315 SH   SOLE   518,502 0 21,813
OREILLY AUTOMOTIVE INC COM 67103H107   71,919,297 667,093 SH   SOLE   639,959 0 27,134
S&P GLOBAL INC COM 78409V104   110,939,218 227,937 SH   SOLE   214,358 0 13,579
S&P GLOBAL INC COM 78409V104   34,069,700 70,000 SH Call SOLE   70,000 0 0
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102   771,300 30,000 SH   SOLE   0 0 30,000
SERVICENOW INC COM 81762P102   37,280,543 40,510 SH   SOLE   37,632 0 2,878
TESLA INC COM 88160R101   8,894,400 20,000 SH Put SOLE   20,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   91,522,111 265,051 SH   SOLE   255,126 0 9,925
VISA INC COM CL A 92826C839   112,298,316 328,954 SH   SOLE   308,775 0 20,179
WELLS FARGO CO NEW PERP PFD CNV A 949746804   1,481,148 1,200 SH   SOLE   0 0 1,200