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
ABBOTT LABS COM 002824100   783,000 5,900 SH   SOLE   5,900 0 0
ALPHABET INC CAP STK CL C 02079K107   2,640,000 16,901 SH   SOLE   16,901 0 0
ALPHABET INC CAP STK CL A 02079K305   1,326,000 8,574 SH   SOLE   8,574 0 0
ALPHATEC HLDGS INC COM NEW 02081G201   132,000 13,000 SH   SOLE   13,000 0 0
AMAZON COM INC COM 023135106   1,443,000 7,582 SH   SOLE   7,582 0 0
AMERICAN EXPRESS CO COM 025816109   230,000 853 SH   SOLE   853 0 0
AMETEK INC COM 031100100   80,957,000 470,296 SH   SOLE   470,296 0 0
AMPHENOL CORP NEW CL A 032095101   83,782,000 1,277,357 SH   SOLE   1,277,357 0 0
AON PLC SHS CL A G0403H108   239,000 600 SH   SOLE   600 0 0
APPLE INC COM 037833100   11,069,000 49,833 SH   SOLE   49,833 0 0
ARCH CAP GROUP LTD ORD G0450A105   61,954,000 644,146 SH   SOLE   644,146 0 0
ARES CAPITAL CORP COM 04010L103   953,000 43,000 SH   SOLE   43,000 0 0
AUTOMATIC DATA PROCESSING INC COM 053015103   30,427,000 99,586 SH   SOLE   99,586 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   836,000 1,569 SH   SOLE   1,569 0 0
BLACKSTONE INC COM 09260D107   340,000 2,430 SH   SOLE   2,430 0 0
BROWN & BROWN INC COM 115236101   39,287,000 315,815 SH   SOLE   315,815 0 0
CACI INTL INC CL A 127190304   42,763,000 116,546 SH   SOLE   116,546 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   43,153,000 614,923 SH   SOLE   614,923 0 0
COLGATE PALMOLIVE CO COM 194162103   6,416,000 68,472 SH   SOLE   68,472 0 0
CONOCOPHILLIPS COM 20825C104   431,000 4,105 SH   SOLE   4,105 0 0
COPART INC COM 217204106   79,483,000 1,404,542 SH   SOLE   1,404,542 0 0
COSTCO WHSL CORP NEW COM 22160K105   445,000 471 SH   SOLE   471 0 0
CSW INDUSTRIALS INC COM 126402106   1,837,000 6,300 SH   SOLE   6,300 0 0
FISERV INC COM 337738108   73,400,000 332,384 SH   SOLE   332,384 0 0
GLACIER BANCORP INC NEW COM 37637Q105   30,433,000 688,223 SH   SOLE   688,223 0 0
GOLUB CAP BDC INC COM 38173M102   333,000 22,000 SH   SOLE   22,000 0 0
GRACO INC COM 384109104   66,413,000 795,273 SH   SOLE   795,273 0 0
HEICO CORP NEW CL A 422806208   178,007,000 843,757 SH   SOLE   843,757 0 0
HONEYWELL INTL INC COM 438516106   242,000 1,141 SH   SOLE   1,141 0 0
IDEX CORP COM 45167R104   32,571,000 179,980 SH   SOLE   179,980 0 0
ILLINOIS TOOL WKS INC COM 452308109   391,000 1,578 SH   SOLE   1,578 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104   64,976,000 376,675 SH   SOLE   376,675 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   905,000 3,641 SH   SOLE   3,641 0 0
ISHARES GOLD TR ISHARES NEW 464285204   1,259,000 21,350 SH   SOLE   21,350 0 0
JOHNSON & JOHNSON COM 478160104   842,000 5,079 SH   SOLE   5,079 0 0
JPMORGAN CHASE & CO. COM 46625H100   1,007,000 4,106 SH   SOLE   4,106 0 0
KENVUE INC COM 49177J102   347,000 14,457 SH   SOLE   14,457 0 0
KINSALE CAP GROUP INC COM 49714P108   52,457,000 107,778 SH   SOLE   107,778 0 0
LAUDER ESTEE COS INC CL A 518439104   368,000 5,578 SH   SOLE   5,578 0 0
LINDE PLC SHS G54950103   80,858,000 173,649 SH   SOLE   173,649 0 0
MARRIOTT INTL INC NEW CL A 571903202   692,000 2,907 SH   SOLE   2,907 0 0
MASTERCARD INCORPORATED CL A 57636Q104   59,840,000 109,173 SH   SOLE   109,173 0 0
MCDONALDS CORP COM 580135101   660,000 2,114 SH   SOLE   2,114 0 0
MERCK & CO INC COM 58933Y105   747,000 8,326 SH   SOLE   8,326 0 0
META PLATFORMS INC CL A 30303M102   264,000 458 SH   SOLE   458 0 0
MICROSOFT CORP COM 594918104   5,289,000 14,089 SH   SOLE   14,089 0 0
NORTHERN TR CORP COM 665859104   580,000 5,880 SH   SOLE   5,880 0 0
ONTO INNOVATION INC COM 683344105   23,552,000 194,101 SH   SOLE   194,101 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   101,779,000 71,046 SH   SOLE   71,046 0 0
PARKER-HANNIFIN CORP COM 701094104   40,664,000 66,898 SH   SOLE   66,898 0 0
PETROLEO BRASILEIRO SA PETROBR SP ADR NON VTG 71654V101   815,000 62,467 SH   SOLE   62,467 0 0
PFIZER INC COM 717081103   245,000 9,677 SH   SOLE   9,677 0 0
PHILLIPS 66 COM 718546104   304,000 2,464 SH   SOLE   2,464 0 0
PPL CORP COM 69351T106   204,000 5,654 SH   SOLE   5,654 0 0
PROGRESSIVE CORP COM 743315103   97,025,000 342,834 SH   SOLE   342,834 0 0
PROSPERITY BANCSHARES INC COM 743606105   38,863,000 544,533 SH   SOLE   544,533 0 0
RBC BEARINGS INC COM 75524B104   113,539,000 352,858 SH   SOLE   352,858 0 0
RLI CORP COM 749607107   123,066,000 1,532,011 SH   SOLE   1,532,011 0 0
ROPER TECHNOLOGIES INC COM 776696106   43,293,000 73,430 SH   SOLE   73,430 0 0
RYAN SPECIALTY HOLDINGS INC CL A 78351F107   739,000 10,000 SH   SOLE   10,000 0 0
SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888   215,000 6,000 SH   SOLE   6,000 0 0
SELECTIVE INS GROUP INC COM 816300107   14,180,000 154,903 SH   SOLE   154,903 0 0
SHERWIN WILLIAMS CO COM 824348106   30,180,000 86,429 SH   SOLE   86,429 0 0
SIMPSON MFG INC COM 829073105   59,496,000 378,765 SH   SOLE   378,765 0 0
SOLID POWER INC CLASS A COM 83422N105   21,000 19,750 SH   SOLE   19,750 0 0
SPX TECHNOLOGIES INC COM 78473E103   50,937,000 395,536 SH   SOLE   395,536 0 0
TE CONNECTIVITY PLC ORD SHS G87052109   582,000 4,120 SH   SOLE   4,120 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105   97,458,000 195,812 SH   SOLE   195,812 0 0
TEXAS INSTRS INC COM 882508104   941,000 5,234 SH   SOLE   5,234 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   558,000 1,121 SH   SOLE   1,121 0 0
TRADEWEB MKTS INC CL A 892672106   330,000 2,220 SH   SOLE   2,220 0 0
UL SOLUTIONS INC CLASS A COM SHS 903731107   34,655,000 614,450 SH   SOLE   614,450 0 0
UNILEVER PLC SPON ADR NEW 904767704   387,000 6,500 SH   SOLE   6,500 0 0
UNITEDHEALTH GROUP INC COM 91324P102   37,779,000 72,132 SH   SOLE   72,132 0 0
VISA INC COM CL A 92826C839   39,232,000 111,943 SH   SOLE   111,943 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102   47,527,000 233,068 SH   SOLE   233,068 0 0
WINMARK CORP COM 974250102   34,140,000 107,401 SH   SOLE   107,401 0 0
ENTERPRISE PRODS PARTNERS L P COM 293792107   521,000 15,250 SH   SOLE   15,250 0 0
INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT 46137V357   15,180,000 87,628 SH   SOLE   87,628 0 0
ISHARES TR MSCI ACWI ETF 464288257   233,000 2,000 SH   SOLE   2,000 0 0
ISHARES TR CORE S&P SCP ETF 464287804   1,038,000 9,925 SH   SOLE   9,925 0 0
ISHARES TR RUS MDCP VAL ETF 464287473   631,000 5,010 SH   SOLE   5,010 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805   2,811,000 142,137 SH   SOLE   142,137 0 0
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889   655,000 18,000 SH   SOLE   18,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   6,538,000 11,687 SH   SOLE   11,687 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   958,000 3,486 SH   SOLE   3,486 0 0
VANGUARD INTL EQUITY INDEX FDS TT WRLD ST ETF 922042742   500,000 4,316 SH   SOLE   4,316 0 0