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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   247,920,476 864,256 SH   SOLE   864,256 0 0
BROWN & BROWN INC COM 115236101   105,708,410 1,621,046 SH   SOLE   1,621,046 0 0
CREDIT ACCEP CORP MICH COM 225310101   151,627,052 358,067 SH   SOLE   358,067 0 0
HCA HEALTHCARE INC COM 40412C101   124,104,824 262,245 SH   SOLE   262,245 0 0
HEICO CORP NEW CL A 422806208   129,077,947 611,483 SH   SOLE   611,483 0 0
KAROOOOO LTD ORD SHS Y4600W108   109,681,293 2,200,668 SH   SOLE   2,200,668 0 0
META PLATFORMS INC CL A 30303M102   401,680,458 702,079 SH   SOLE   702,079 0 0
MSCI INC COM 55354G100   138,315,895 256,611 SH   SOLE   256,611 0 0
NETFLIX INC. COM 64110L106   199,156,360 2,071,309 SH   SOLE   2,071,309 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100   86,447,610 255,800 SH Call SOLE   255,800 0 0
UNITEDHEALTH GROUP INC COM 91324P102   104,547,317 386,368 SH   SOLE   386,368 0 0