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

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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
ABBOTT LABS COM COM 002824100   706,000 7,292 SH   SOLE   7,292 0 0
ACCENTURE PLC IRELAND SHS CLAS SHS CLASS A G1151C101   289,000 941 SH   SOLE   941 0 0
ALPHABET INC CAP STK CL A CAP STK CL A 02079K305   7,960,000 60,832 SH   SOLE   60,832 0 0
ALPHABET INC CAP STK CL C CAP STK CL C 02079K107   2,225,000 16,875 SH   SOLE   16,875 0 0
ALPHATEC HLDGS INC COM NEW COM NEW 02081G201   169,000 13,000 SH   SOLE   13,000 0 0
AMAZON COM INC COM COM 023135106   881,000 6,932 SH   SOLE   6,932 0 0
AMETEK INC COM COM 031100100   65,196,000 441,231 SH   SOLE   441,231 0 0
AMPHENOL CORP NEW CL A CL A 032095101   56,412,000 671,655 SH   SOLE   671,655 0 0
AON PLC SHS CL A SHS CL A G0403H108   236,000 727 SH   SOLE   727 0 0
APPLE INC COM COM 037833100   10,451,000 61,043 SH   SOLE   61,043 0 0
ARCH CAP GROUP LTD ORD ORD G0450A105   49,427,000 620,091 SH   SOLE   620,091 0 0
ARES CAPITAL CORP COM COM 04010L103   350,000 18,000 SH   SOLE   18,000 0 0
BERKSHIRE HATHAWAY CLASS B CL B NEW 084670702   638,000 1,821 SH   SOLE   1,821 0 0
BLACKSTONE INC COM COM 09260D107   272,000 2,535 SH   SOLE   2,535 0 0
CACI INTL INC CL A CL A 127190304   26,582,000 84,675 SH   SOLE   84,675 0 0
CANADIAN PACIFIC KANSAS CITY C COM 13646K108   50,359,000 674,284 SH   SOLE   674,284 0 0
COLGATE PALMOLIVE CO COM COM 194162103   5,927,000 83,343 SH   SOLE   83,343 0 0
COMCAST CORP NEW CL A CL A 20030N101   463,000 10,449 SH   SOLE   10,449 0 0
CONOCOPHILLIPS COM COM 20825C104   503,000 4,195 SH   SOLE   4,195 0 0
COPART INC COM COM 217204106   74,456,000 1,727,919 SH   SOLE   1,727,919 0 0
COSTCO WHSL CORP NEW COM COM 22160K105   286,000 507 SH   SOLE   507 0 0
CSW INDUSTRIALS INC COM COM 126402106   1,367,000 7,800 SH   SOLE   7,800 0 0
FISERV INC COM COM 337738108   36,597,000 323,984 SH   SOLE   323,984 0 0
GLACIER BANCORP INC NEW COM COM 37637Q105   20,526,000 720,193 SH   SOLE   720,193 0 0
GOLUB CAP BDC INC COM COM 38173M102   323,000 22,000 SH   SOLE   22,000 0 0
GRACO INC COM COM 384109104   55,333,000 759,237 SH   SOLE   759,237 0 0
HAYWARD HLDGS INC COM COM 421298100   18,234,000 1,293,173 SH   SOLE   1,293,173 0 0
HEICO CORP NEW CL A CL A 422806208   119,884,000 927,750 SH   SOLE   927,750 0 0
HINGHAM INSTN SVGS MASS COM COM 433323102   20,653,000 110,590 SH   SOLE   110,590 0 0
HONEYWELL INTL INC COM COM 438516106   333,000 1,800 SH   SOLE   1,800 0 0
IDEX CORP COM COM 45167R104   52,656,000 253,130 SH   SOLE   253,130 0 0
ILLINOIS TOOL WKS INC COM COM 452308109   377,000 1,637 SH   SOLE   1,637 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104   40,406,000 367,261 SH   SOLE   367,261 0 0
INTERNATIONAL BUSINESS MACHS C COM 459200101   647,000 4,609 SH   SOLE   4,609 0 0
ISHARES GOLD TR ISHARES ISHARES NEW 464285204   747,000 21,350 SH   SOLE   21,350 0 0
JOHNSON & JOHNSON COM COM 478160104   949,000 6,094 SH   SOLE   6,094 0 0
JPMORGAN CHASE & CO COM COM 46625H100   987,000 6,805 SH   SOLE   6,805 0 0
KENVUE INC COM COM 49177J102   335,000 16,698 SH   SOLE   16,698 0 0
KINSALE CAP GROUP INC COM COM 49714P108   52,389,000 126,503 SH   SOLE   126,503 0 0
LAUDER ESTEE COS INC CL A CL A 518439104   878,000 6,073 SH   SOLE   6,073 0 0
LINDE PLC SHS SHS G54950103   60,794,000 163,272 SH   SOLE   163,272 0 0
MASTERCARD INCORPORATED CL A CL A 57636Q104   41,553,000 104,956 SH   SOLE   104,956 0 0
MCDONALDS CORP COM COM 580135101   564,000 2,142 SH   SOLE   2,142 0 0
MERCK & CO INC COM COM 58933Y105   968,000 9,400 SH   SOLE   9,400 0 0
MICROSOFT CORP COM COM 594918104   4,484,000 14,201 SH   SOLE   14,201 0 0
NORTHERN TR CORP COM COM 665859104   423,000 6,095 SH   SOLE   6,095 0 0
NUCOR CORP COM COM 670346105   206,000 1,317 SH   SOLE   1,317 0 0
ONTO INNOVATION INC COM 683344105   37,876,000 297,019 SH   SOLE   297,019 0 0
OREILLY AUTOMOTIVE INC COM COM 67103H107   61,231,000 67,371 SH   SOLE   67,371 0 0
PEPSICO INC COM COM 713448108   307,000 1,810 SH   SOLE   1,810 0 0
PETROLEO BRASILEIRO SA PETROBR SP ADR NON VTG 71654V101   1,016,000 74,101 SH   SOLE   74,101 0 0
PFIZER INC COM COM 717081103   300,000 9,032 SH   SOLE   9,032 0 0
PHILLIPS 66 COM COM 718546104   296,000 2,460 SH   SOLE   2,460 0 0
PROGRESSIVE CORP COM COM 743315103   53,271,000 382,418 SH   SOLE   382,418 0 0
PROSPERITY BANCSHARES INC COM COM 743606105   30,051,000 550,588 SH   SOLE   550,588 0 0
RBC BEARINGS INC COM COM 75524B104   86,188,000 368,119 SH   SOLE   368,119 0 0
RLI CORP COM COM 749607107   97,775,000 719,518 SH   SOLE   719,518 0 0
ROPER TECHNOLOGIES INC COM COM 776696106   32,584,000 67,284 SH   SOLE   67,284 0 0
RYAN SPECIALTY GROUP HLDGS INC CL A 78351F107   484,000 10,000 SH   SOLE   10,000 0 0
SELECTIVE INS GROUP INC COM COM 816300107   28,619,000 277,400 SH   SOLE   277,400 0 0
SIMPSON MFG INC COM COM 829073105   53,097,000 354,426 SH   SOLE   354,426 0 0
SOLID POWER INC CLASS A COM CLASS A COM 83422N105   22,000 11,075 SH   SOLE   11,075 0 0
TE CONNECTIVITY LTD SHS SHS H84989104   1,355,000 10,966 SH   SOLE   10,966 0 0
TELEDYNE TECHNOLOGIES INC COM COM 879360105   89,262,000 218,469 SH   SOLE   218,469 0 0
TEXAS INSTRS INC COM COM 882508104   1,584,000 9,961 SH   SOLE   9,961 0 0
THERMO FISHER SCIENTIFIC INC C COM 883556102   695,000 1,373 SH   SOLE   1,373 0 0
UNILEVER PLC SPON ADR NEW SPON ADR NEW 904767704   346,000 7,000 SH   SOLE   7,000 0 0
UNITEDHEALTH GROUP INC COM COM 91324P102   34,786,000 68,993 SH   SOLE   68,993 0 0
VISA INC COM CL A COM CL A 92826C839   24,434,000 106,231 SH   SOLE   106,231 0 0
WATTS WATER TECHNOLOGIES INC C CL A 942749102   15,429,000 89,279 SH   SOLE   89,279 0 0
WINMARK CORP COM COM 974250102   40,617,000 108,855 SH   SOLE   108,855 0 0
ENTERPRISE PRODS PARTNERS L P COM 293792107   417,000 15,250 SH   SOLE   15,250 0 0
INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT 46137V357   12,935,000 91,289 SH   SOLE   91,289 0 0
ISHARES TR CORE S&P SCP ETF CORE S&P SCP ETF 464287804   833,000 8,826 SH   SOLE   8,826 0 0
ISHARES TR RUS MDCP VAL ETF RUS MDCP VAL ETF 464287473   858,000 8,227 SH   SOLE   8,227 0 0
SCHWAB STRATEGIC TR INTL EQTY INTL EQTY ETF 808524805   2,364,000 69,600 SH   SOLE   69,600 0 0
SPDR INDEX SHS FDS PORTFOLIO D PORTFOLIO DEVLPD 78463X889   558,000 18,000 SH   SOLE   18,000 0 0
SPDR S&P 500 ETF TR TR UNIT TR UNIT 78462F103   5,064,000 11,845 SH   SOLE   11,845 0 0
VANGUARD INDEX FDS TOTAL STK M TOTAL STK MKT 922908769   725,000 3,411 SH   SOLE   3,411 0 0
VANGUARD INTL EQUITY INDEX FDS TT WRLD ST ETF 922042742   402,000 4,316 SH   SOLE   4,316 0 0