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
AERCAP HOLDINGS NV SHS N00985106   234,991 2,300 SH   SOLE   2,300 0 0
ALPHABET INC CAP STK CL C 02079K107   16,121,217 103,189 SH   SOLE   103,189 0 0
ALPHABET INC CAP STK CL A 02079K305   8,214,786 53,122 SH   SOLE   53,122 0 0
AMAZON COM INC COM 023135106   627,858 3,300 SH   SOLE   3,300 0 0
AMENTUM HOLDINGS INC COM 023939101   338,265 18,586 SH   SOLE   18,586 0 0
AMERICAN EXPRESS CO COM 025816109   371,289 1,380 SH   SOLE   1,380 0 0
APPLE INC COM 037833100   1,397,864 6,293 SH   SOLE   6,293 0 0
ARDAGH METAL PACKAGING S A SHS L02235106   135,900 45,000 SH   SOLE   45,000 0 0
ARISTA NETWORKS INC COM SHS 040413205   1,877,185 24,228 SH   SOLE   24,228 0 0
ATAI LIFE SCIENCES NV SHS N0731H103   229,046 168,416 SH   SOLE   168,416 0 0
AVNET INC COM 053807103   288,540 6,000 SH   SOLE   6,000 0 0
BANK AMERICA CORP COM 060505104   378,950 9,081 SH   SOLE   9,081 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   6,605,057 12,402 SH   SOLE   12,402 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   798,442 1 SH   SOLE   1 0 0
BLEND LABS INC CL A 09352U108   99,991 29,848 SH   SOLE   29,848 0 0
BOOKING HOLDINGS INC COM 09857L108   714,071 155 SH   SOLE   155 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101   2,860,406 96,019 SH   SOLE   96,019 0 0
BROWN & BROWN INC COM 115236101   933,000 7,500 SH   SOLE   7,500 0 0
BURFORD CAP LTD ORD SHS G17977110   1,783,350 135,000 SH   SOLE   135,000 0 0
CAPITAL ONE FINL CORP COM 14040H105   269,129 1,501 SH   SOLE   1,501 0 0
CARMAX INC COM 143130102   1,272,200 16,327 SH   SOLE   16,327 0 0
COPA HOLDINGS SA CL A P31076105   776,664 8,400 SH   SOLE   8,400 0 0
CREDIT ACCEP CORP MICH COM 225310101   12,937,666 25,056 SH   SOLE   25,056 0 0
DEERE & CO COM 244199105   422,415 900 SH   SOLE   900 0 0
ELEVANCE HEALTH INC COM 036752103   11,402,041 26,214 SH   SOLE   26,214 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   341,400 10,000 SH   SOLE   10,000 0 0
EQUITABLE HLDGS INC COM 29452E101   315,717 6,061 SH   SOLE   6,061 0 0
FASTENAL CO COM 311900104   221,793 2,860 SH   SOLE   2,860 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107   392,564 2,450 SH   SOLE   2,450 0 0
HAMILTON INSURANCE GROUP LTD CL B G42706104   1,823,390 87,959 SH   SOLE   87,959 0 0
HCA HEALTHCARE INC COM 40412C101   276,440 800 SH   SOLE   800 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   492,985 7,420 SH   SOLE   7,420 0 0
ICON PLC SHS G4705A100   7,686,436 43,925 SH   SOLE   43,925 0 0
ING GROEP N.V. SPONSORED ADR 456837103   373,542 19,068 SH   SOLE   19,068 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   349,892 2,113 SH   SOLE   2,113 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   16,367,318 94,883 SH   SOLE   94,883 0 0
KASPI KZ JSC SPONSORED ADS 48581R205   854,220 9,200 SH   SOLE   9,200 0 0
LENNAR CORP CL A 526057104   252,860 2,203 SH   SOLE   2,203 0 0
LIBERTY BROADBAND CORP COM SER C 530307305   5,961,920 70,099 SH   SOLE   70,099 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   770,756 8,563 SH   SOLE   8,563 0 0
LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107   5,687,500 650,000 SH   SOLE   650,000 0 0
LINDE PLC SHS G54950103   401,847 863 SH   SOLE   863 0 0
LOWES COS INC COM 548661107   303,199 1,300 SH   SOLE   1,300 0 0
MASTERCARD INCORPORATED CL A 57636Q104   2,319,096 4,231 SH   SOLE   4,231 0 0
META PLATFORMS INC CL A 30303M102   14,946,168 25,932 SH   SOLE   25,932 0 0
MICROSOFT CORP COM 594918104   378,018 1,007 SH   SOLE   1,007 0 0
NETFLIX INC COM 64110L106   7,541,370 8,087 SH   SOLE   8,087 0 0
NORTHEAST BK PORTLAND ME COM 66405S100   256,312 2,800 SH   SOLE   2,800 0 0
RYANAIR HOLDINGS PLC SPONSORED ADR 783513203   3,024,159 71,375 SH   SOLE   71,375 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   286,673 1,303 SH   SOLE   1,303 0 0
SCHWAB CHARLES CORP COM 808513105   9,256,923 118,254 SH   SOLE   118,254 0 0
SPDR GOLD TR GOLD SHS 78463V107   788,927 2,738 SH   SOLE   2,738 0 0
STELLANTIS N.V SHS N82405106   168,150 15,000 SH   SOLE   15,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   1,868,828 11,258 SH   SOLE   11,258 0 0
THOR INDS INC COM 885160101   771,746 10,180 SH   SOLE   10,180 0 0
TJX COS INC NEW COM 872540109   3,106,022 25,501 SH   SOLE   25,501 0 0
TRUBRIDGE INC COM 205306103   275,200 10,000 SH   SOLE   10,000 0 0
U HAUL HOLDING COMPANY COM SER N 023586506   887,700 15,000 SH   SOLE   15,000 0 0
UNION PAC CORP COM 907818108   212,616 900 SH   SOLE   900 0 0
UNITEDHEALTH GROUP INC COM 91324P102   12,819,829 24,477 SH   SOLE   24,477 0 0
US BANCORP DEL COM NEW 902973304   211,100 5,000 SH   SOLE   5,000 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   9,049,441 17,609 SH   SOLE   17,609 0 0
WATERS CORP COM 941848103   911,474 2,473 SH   SOLE   2,473 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   476,864 2,130 SH   SOLE   2,130 0 0
XP INC CL A G98239109   206,250 15,000 SH   SOLE   15,000 0 0