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
ACUSHNET HLDGS CORP COM 005098108   206,132 2,900 SH   SOLE   2,900 0 0
AERCAP HOLDINGS NV SHS N00985106   220,110 2,300 SH   SOLE   2,300 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101   347,953 3,220 SH   SOLE   3,220 0 0
ALPHABET INC CAP STK CL C 02079K107   18,812,425 98,784 SH   SOLE   98,784 0 0
ALPHABET INC CAP STK CL A 02079K305   9,463,486 49,992 SH   SOLE   49,992 0 0
AMAZON COM INC COM 023135106   820,519 3,740 SH   SOLE   3,740 0 0
AMENTUM HOLDINGS INC COM 023939101   411,410 19,563 SH   SOLE   19,563 0 0
AMERICAN EXPRESS CO COM 025816109   409,570 1,380 SH   SOLE   1,380 0 0
APOGEE ENTERPRISES INC COM 037598109   221,371 3,100 SH   SOLE   3,100 0 0
APPLE INC COM 037833100   1,575,893 6,293 SH   SOLE   6,293 0 0
ARDAGH METAL PACKAGING S A SHS L02235106   135,450 45,000 SH   SOLE   45,000 0 0
ARISTA NETWORKS INC COM SHS 040413205   2,677,921 24,228 SH   SOLE   24,228 0 0
ATAI LIFE SCIENCES NV SHS N0731H103   223,993 168,416 SH   SOLE   168,416 0 0
AVNET INC COM 053807103   313,920 6,000 SH   SOLE   6,000 0 0
BANK AMERICA CORP COM 060505104   399,110 9,081 SH   SOLE   9,081 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   5,621,579 12,402 SH   SOLE   12,402 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   680,920 1 SH   SOLE   1 0 0
BLEND LABS INC CL A 09352U108   125,660 29,848 SH   SOLE   29,848 0 0
BOOKING HOLDINGS INC COM 09857L108   1,187,452 239 SH   SOLE   239 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101   3,052,444 96,019 SH   SOLE   96,019 0 0
BROWN & BROWN INC COM 115236101   765,150 7,500 SH   SOLE   7,500 0 0
BURFORD CAP LTD ORD SHS G17977110   1,721,250 135,000 SH   SOLE   135,000 0 0
CANADIAN NAT RES LTD COM 136385101   221,676 7,180 SH   SOLE   7,180 0 0
CAPITAL ONE FINL CORP COM 14040H105   267,658 1,501 SH   SOLE   1,501 0 0
CARMAX INC COM 143130102   1,334,896 16,327 SH   SOLE   16,327 0 0
CATERPILLAR INC COM 149123101   261,187 720 SH   SOLE   720 0 0
CENOVUS ENERGY INC COM 15135U109   213,739 14,100 SH   SOLE   14,100 0 0
CONSOL ENERGY INC NEW COM 20854L108   292,303 2,740 SH   SOLE   2,740 0 0
COPA HOLDINGS SA CL A P31076105   263,640 3,000 SH   SOLE   3,000 0 0
CREDIT ACCEP CORP MICH COM 225310101   12,213,471 26,016 SH   SOLE   26,016 0 0
DECKERS OUTDOOR CORP COM 243537107   329,006 1,620 SH   SOLE   1,620 0 0
DEERE & CO COM 244199105   381,330 900 SH   SOLE   900 0 0
DICKS SPORTING GOODS INC COM 253393102   338,683 1,480 SH   SOLE   1,480 0 0
DROPBOX INC CL A 26210C104   272,463 9,070 SH   SOLE   9,070 0 0
ELEVANCE HEALTH INC COM 036752103   18,075,362 48,998 SH   SOLE   48,998 0 0
EMCOR GROUP INC COM 29084Q100   408,510 900 SH   SOLE   900 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   313,600 10,000 SH   SOLE   10,000 0 0
EOG RES INC COM 26875P101   294,192 2,400 SH   SOLE   2,400 0 0
EQUITABLE HLDGS INC COM 29452E101   285,897 6,061 SH   SOLE   6,061 0 0
EXPEDIA GROUP INC COM NEW 30212P303   331,667 1,780 SH   SOLE   1,780 0 0
FASTENAL CO COM 311900104   205,663 2,860 SH   SOLE   2,860 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107   216,963 1,250 SH   SOLE   1,250 0 0
FLEX LTD ORD Y2573F102   304,126 7,922 SH   SOLE   7,922 0 0
FRONTDOOR INC COM 35905A109   274,990 5,030 SH   SOLE   5,030 0 0
GENERAL MTRS CO COM 37045V100   349,451 6,560 SH   SOLE   6,560 0 0
GILDAN ACTIVEWEAR INC COM 375916103   293,661 6,240 SH   SOLE   6,240 0 0
GRAND CANYON ED INC COM 38526M106   280,098 1,710 SH   SOLE   1,710 0 0
HAMILTON INSURANCE GROUP LTD CL B G42706104   1,673,860 87,959 SH   SOLE   87,959 0 0
HCA HEALTHCARE INC COM 40412C101   300,150 1,000 SH   SOLE   1,000 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   473,841 7,420 SH   SOLE   7,420 0 0
HP INC COM 40434L105   260,714 7,990 SH   SOLE   7,990 0 0
ICON PLC SHS G4705A100   9,211,512 43,925 SH   SOLE   43,925 0 0
IMPERIAL OIL LTD COM NEW 453038408   213,856 3,470 SH   SOLE   3,470 0 0
ING GROEP N.V. SPONSORED ADR 456837103   298,796 19,068 SH   SOLE   19,068 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   585,308 3,313 SH   SOLE   3,313 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   20,665,601 138,686 SH   SOLE   138,686 0 0
INTERCONTINENTAL HOTELS GROU SPONSORED ADS 45857P806   228,604 1,830 SH   SOLE   1,830 0 0
INTERDIGITAL INC COM 45867G101   375,817 1,940 SH   SOLE   1,940 0 0
KASPI KZ JSC SPONSORED ADS 48581R205   681,912 7,200 SH   SOLE   7,200 0 0
LENNAR CORP CL A 526057104   300,423 2,203 SH   SOLE   2,203 0 0
LIBERTY BROADBAND CORP COM SER C 530307305   5,767,360 77,145 SH   SOLE   77,145 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   666,040 7,188 SH   SOLE   7,188 0 0
LINDE PLC SHS G54950103   361,312 863 SH   SOLE   863 0 0
LOUISIANA PAC CORP COM 546347105   267,159 2,580 SH   SOLE   2,580 0 0
LOWES COS INC COM 548661107   320,840 1,300 SH   SOLE   1,300 0 0
MASTERCARD INCORPORATED CL A 57636Q104   2,227,918 4,231 SH   SOLE   4,231 0 0
MATCH GROUP INC NEW COM 57667L107   203,456 6,220 SH   SOLE   6,220 0 0
MATSON INC COM 57686G105   248,106 1,840 SH   SOLE   1,840 0 0
META PLATFORMS INC CL A 30303M102   15,183,445 25,932 SH   SOLE   25,932 0 0
MICROSOFT CORP COM 594918104   424,451 1,007 SH   SOLE   1,007 0 0
MURPHY USA INC COM 626755102   291,015 580 SH   SOLE   580 0 0
NETFLIX INC COM 64110L106   7,208,105 8,087 SH   SOLE   8,087 0 0
NORTHEAST BK PORTLAND ME COM 66405S100   256,844 2,800 SH   SOLE   2,800 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   260,876 220 SH   SOLE   220 0 0
OWENS CORNING NEW COM 690742101   277,622 1,630 SH   SOLE   1,630 0 0
RALPH LAUREN CORP CL A 751212101   258,698 1,120 SH   SOLE   1,120 0 0
RYANAIR HOLDINGS PLC SPONSORED ADR 783513203   3,111,236 71,375 SH   SOLE   71,375 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   265,551 1,303 SH   SOLE   1,303 0 0
SCHWAB CHARLES CORP COM 808513105   9,939,099 134,294 SH   SOLE   134,294 0 0
SPDR GOLD TR GOLD SHS 78463V107   662,952 2,738 SH   SOLE   2,738 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   206,300 352 SH   SOLE   352 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   202,484 2,672 SH   SOLE   2,672 0 0
STELLANTIS N.V SHS N82405106   205,237 15,727 SH   SOLE   15,727 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   2,170,020 10,988 SH   SOLE   10,988 0 0
TAPESTRY INC COM 876030107   323,384 4,950 SH   SOLE   4,950 0 0
THOR INDS INC COM 885160101   974,328 10,180 SH   SOLE   10,180 0 0
TJX COS INC NEW COM 872540109   3,080,776 25,501 SH   SOLE   25,501 0 0
U HAUL HOLDING COMPANY COM SER N 023586506   983,808 15,360 SH   SOLE   15,360 0 0
UNION PAC CORP COM 907818108   205,236 900 SH   SOLE   900 0 0
UNITED PARKS & RESORTS INC COM 81282V100   253,417 4,510 SH   SOLE   4,510 0 0
UNITEDHEALTH GROUP INC COM 91324P102   12,762,848 25,230 SH   SOLE   25,230 0 0
US BANCORP DEL COM NEW 902973304   239,150 5,000 SH   SOLE   5,000 0 0
WATERS CORP COM 941848103   977,532 2,635 SH   SOLE   2,635 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   697,703 2,130 SH   SOLE   2,130 0 0
WILLIAMS SONOMA INC COM 969904101   374,064 2,020 SH   SOLE   2,020 0 0
XP INC CL A G98239109   118,500 10,000 SH   SOLE   10,000 0 0