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
ABBOTT LABS COM COM 002824100   795,000 7,225 SH   SOLE   7,225 0 0
ACCENTURE PLC IRELAND SHS CLAS SHS CLASS A G1151C101   322,000 919 SH   SOLE   919 0 0
ALPHABET INC CAP STK CL A CAP STK CL A 02079K305   8,530,000 61,065 SH   SOLE   61,065 0 0
ALPHABET INC CAP STK CL C CAP STK CL C 02079K107   2,432,000 17,259 SH   SOLE   17,259 0 0
ALPHATEC HLDGS INC COM NEW COM NEW 02081G201   196,000 13,000 SH   SOLE   13,000 0 0
AMAZON COM INC COM COM 023135106   1,105,000 7,274 SH   SOLE   7,274 0 0
AMERICAN EXPRESS CO COM COM 025816109   238,000 1,272 SH   SOLE   1,272 0 0
AMETEK INC COM COM 031100100   73,064,000 443,109 SH   SOLE   443,109 0 0
AMPHENOL CORP NEW CL A CL A 032095101   66,422,000 670,051 SH   SOLE   670,051 0 0
AON PLC SHS CL A SHS CL A G0403H108   233,000 800 SH   SOLE   800 0 0
APPLE INC COM COM 037833100   11,557,000 60,025 SH   SOLE   60,025 0 0
ARCH CAP GROUP LTD ORD ORD G0450A105   46,191,000 621,940 SH   SOLE   621,940 0 0
ARES CAPITAL CORP COM COM 04010L103   861,000 43,000 SH   SOLE   43,000 0 0
BERKSHIRE HATHAWAY CLASS B CL B NEW 084670702   645,000 1,809 SH   SOLE   1,809 0 0
BLACKSTONE INC COM COM 09260D107   326,000 2,490 SH   SOLE   2,490 0 0
CACI INTL INC CL A CL A 127190304   32,147,000 99,261 SH   SOLE   99,261 0 0
CANADIAN PACIFIC KANSAS CITY C COM 13646K108   53,875,000 677,494 SH   SOLE   677,494 0 0
COLGATE PALMOLIVE CO COM COM 194162103   6,635,000 83,233 SH   SOLE   83,233 0 0
COMCAST CORP NEW CL A CL A 20030N101   474,000 10,802 SH   SOLE   10,802 0 0
CONOCOPHILLIPS COM COM 20825C104   519,000 4,468 SH   SOLE   4,468 0 0
COPART INC COM COM 217204106   84,760,000 1,729,787 SH   SOLE   1,729,787 0 0
COSTCO WHSL CORP NEW COM COM 22160K105   296,000 448 SH   SOLE   448 0 0
CSW INDUSTRIALS INC COM COM 126402106   1,618,000 7,800 SH   SOLE   7,800 0 0
FIFTH THIRD BANCORP COM COM 316773100   203,000 5,893 SH   SOLE   5,893 0 0
FISERV INC COM COM 337738108   43,217,000 325,333 SH   SOLE   325,333 0 0
GLACIER BANCORP INC NEW COM COM 37637Q105   28,951,000 700,654 SH   SOLE   700,654 0 0
GOLUB CAP BDC INC COM COM 38173M102   332,000 22,000 SH   SOLE   22,000 0 0
GRACO INC COM COM 384109104   66,135,000 762,273 SH   SOLE   762,273 0 0
HAYWARD HLDGS INC COM COM 421298100   17,223,000 1,266,397 SH   SOLE   1,266,397 0 0
HEICO CORP NEW CL A CL A 422806208   132,765,000 932,077 SH   SOLE   932,077 0 0
HINGHAM INSTN SVGS MASS COM COM 433323102   2,514,000 12,930 SH   SOLE   12,930 0 0
HONEYWELL INTL INC COM COM 438516106   371,000 1,770 SH   SOLE   1,770 0 0
IDEX CORP COM COM 45167R104   50,161,000 231,038 SH   SOLE   231,038 0 0
ILLINOIS TOOL WKS INC COM COM 452308109   423,000 1,613 SH   SOLE   1,613 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104   47,337,000 368,585 SH   SOLE   368,585 0 0
INTERNATIONAL BUSINESS MACHS C COM 459200101   744,000 4,547 SH   SOLE   4,547 0 0
ISHARES GOLD TR ISHARES ISHARES NEW 464285204   833,000 21,350 SH   SOLE   21,350 0 0
JOHNSON & JOHNSON COM COM 478160104   890,000 5,680 SH   SOLE   5,680 0 0
JPMORGAN CHASE & CO COM COM 46625H100   1,066,000 6,264 SH   SOLE   6,264 0 0
KENVUE INC COM COM 49177J102   325,000 15,072 SH   SOLE   15,072 0 0
KINSALE CAP GROUP INC COM COM 49714P108   34,381,000 102,658 SH   SOLE   102,658 0 0
LAUDER ESTEE COS INC CL A CL A 518439104   893,000 6,104 SH   SOLE   6,104 0 0
LINDE PLC SHS SHS G54950103   67,286,000 163,829 SH   SOLE   163,829 0 0
MASTERCARD INCORPORATED CL A CL A 57636Q104   44,914,000 105,306 SH   SOLE   105,306 0 0
MCDONALDS CORP COM COM 580135101   628,000 2,119 SH   SOLE   2,119 0 0
MERCK & CO INC COM COM 58933Y105   1,023,000 9,384 SH   SOLE   9,384 0 0
MICROSOFT CORP COM COM 594918104   5,488,000 14,593 SH   SOLE   14,593 0 0
NORTHERN TR CORP COM COM 665859104   503,000 5,957 SH   SOLE   5,957 0 0
NUCOR CORP COM COM 670346105   222,000 1,273 SH   SOLE   1,273 0 0
ONTO INNOVATION INC COM 683344105   45,619,000 298,356 SH   SOLE   298,356 0 0
OREILLY AUTOMOTIVE INC COM COM 67103H107   64,264,000 67,641 SH   SOLE   67,641 0 0
PARKER-HANNIFIN CORP COM COM 701094104   15,539,000 33,729 SH   SOLE   33,729 0 0
PEPSICO INC COM COM 713448108   305,000 1,798 SH   SOLE   1,798 0 0
PETROLEO BRASILEIRO SA PETROBR SP ADR NON VTG 71654V101   1,132,000 74,101 SH   SOLE   74,101 0 0
PFIZER INC COM COM 717081103   269,000 9,342 SH   SOLE   9,342 0 0
PHILLIPS 66 COM COM 718546104   320,000 2,406 SH   SOLE   2,406 0 0
PROGRESSIVE CORP COM COM 743315103   57,091,000 358,432 SH   SOLE   358,432 0 0
PROSPERITY BANCSHARES INC COM COM 743606105   37,583,000 554,888 SH   SOLE   554,888 0 0
RBC BEARINGS INC COM COM 75524B104   105,288,000 369,573 SH   SOLE   369,573 0 0
RLI CORP COM COM 749607107   96,160,000 722,357 SH   SOLE   722,357 0 0
ROPER TECHNOLOGIES INC COM COM 776696106   36,833,000 67,562 SH   SOLE   67,562 0 0
RYAN SPECIALTY GROUP HLDGS INC CL A 78351F107   430,000 10,000 SH   SOLE   10,000 0 0
SELECTIVE INS GROUP INC COM COM 816300107   28,715,000 288,650 SH   SOLE   288,650 0 0
SIMPSON MFG INC COM COM 829073105   70,506,000 356,125 SH   SOLE   356,125 0 0
SOLID POWER INC CLASS A COM CLASS A COM 83422N105   29,000 19,750 SH   SOLE   19,750 0 0
SPX TECHNOLOGIES INC COM 78473E103   18,178,000 179,964 SH   SOLE   179,964 0 0
TE CONNECTIVITY LTD SHS SHS H84989104   1,520,000 10,820 SH   SOLE   10,820 0 0
TELEDYNE TECHNOLOGIES INC COM COM 879360105   97,884,000 219,329 SH   SOLE   219,329 0 0
TEXAS INSTRS INC COM COM 882508104   1,698,000 9,960 SH   SOLE   9,960 0 0
THERMO FISHER SCIENTIFIC INC C COM 883556102   728,000 1,371 SH   SOLE   1,371 0 0
UNILEVER PLC SPON ADR NEW SPON ADR NEW 904767704   339,000 7,000 SH   SOLE   7,000 0 0
UNITEDHEALTH GROUP INC COM COM 91324P102   36,542,000 69,409 SH   SOLE   69,409 0 0
VISA INC COM CL A COM CL A 92826C839   27,763,000 106,637 SH   SOLE   106,637 0 0
WATTS WATER TECHNOLOGIES INC C CL A 942749102   31,541,000 151,393 SH   SOLE   151,393 0 0
WINMARK CORP COM COM 974250102   46,062,000 110,316 SH   SOLE   110,316 0 0
ENTERPRISE PRODS PARTNERS L P COM 293792107   402,000 15,250 SH   SOLE   15,250 0 0
INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT 46137V357   14,473,000 91,719 SH   SOLE   91,719 0 0
INVESCO QQQ TR UNIT SER 1 UNIT SER 1 46090E103   213,000 521 SH   SOLE   521 0 0
ISHARES TR CORE S&P SCP ETF CORE S&P SCP ETF 464287804   956,000 8,829 SH   SOLE   8,829 0 0
ISHARES TR MSCI ACWI ETF MSCI ACWI ETF 464288257   204,000 2,000 SH   SOLE   2,000 0 0
ISHARES TR RUS MDCP VAL ETF RUS MDCP VAL ETF 464287473   932,000 8,016 SH   SOLE   8,016 0 0
ISHARES TR S&P 100 ETF S&P 100 ETF 464287101   330,000 1,476 SH   SOLE   1,476 0 0
SCHWAB STRATEGIC TR INTL EQTY INTL EQTY ETF 808524805   2,572,000 69,600 SH   SOLE   69,600 0 0
SPDR INDEX SHS FDS PORTFOLIO D PORTFOLIO DEVLPD 78463X889   612,000 18,000 SH   SOLE   18,000 0 0
SPDR S&P 500 ETF TR TR UNIT TR UNIT 78462F103   5,667,000 11,922 SH   SOLE   11,922 0 0
VANGUARD INDEX FDS LARGE CAP E LARGE CAP ETF 922908637   240,000 1,098 SH   SOLE   1,098 0 0
VANGUARD INDEX FDS TOTAL STK M TOTAL STK MKT 922908769   809,000 3,411 SH   SOLE   3,411 0 0
VANGUARD INDEX FDS VALUE ETF VALUE ETF 922908744   279,000 1,863 SH   SOLE   1,863 0 0
VANGUARD INTL EQUITY INDEX FDS TT WRLD ST ETF 922042742   444,000 4,316 SH   SOLE   4,316 0 0