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
ALPHABET INC CAP STK CL C 02079K107   191,296,973 1,357,390 SH   SOLE   1,357,390 0 0
CDW CORP COM 12514G108   2,327,757 10,240 SH   SOLE   10,240 0 0
COPART INC COM 217204106   169,043,336 3,449,864 SH   SOLE   3,449,864 0 0
CREDIT ACCEP CORP MICH COM 225310101   194,313,267 364,750 SH   SOLE   364,750 0 0
EPLUS INC COM 294268107   49,189,504 616,101 SH   SOLE   616,101 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103   86,612,510 61,039 SH   SOLE   61,039 0 0
HCA HEALTHCARE INC COM 40412C101   120,149,980 443,882 SH   SOLE   443,882 0 0
HEICO CORP NEW CL A 422806208   74,738,980 524,705 SH   SOLE   524,705 0 0
KAROOOOO LTD ORD SHS Y4600W108   53,609,566 2,206,155 SH   SOLE   2,206,155 0 0
META PLATFORMS INC CL A 30303M102   299,648,732 846,561 SH   SOLE   846,561 0 0
NETFLIX INC COM 64110L106   137,419,932 282,246 SH   SOLE   282,246 0 0