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 Stock 002824100   1,201,841 10,574 SH   SOLE   10,574 0 0
ADVANCED MICRO DEVICES INC COM Stock 007903107   2,607,539 14,447 SH   SOLE   14,447 0 0
ALLSTATE CORP COM Stock 020002101   322,491 1,864 SH   SOLE   1,864 0 0
ALPHABET INC CAP STK CL A Stock 02079K305   8,521,961 56,463 SH   SOLE   56,463 0 0
ALPHABET INC CAP STK CL C Stock 02079K107   5,059,600 33,230 SH   SOLE   33,230 0 0
AMAZON COM INC COM Stock 023135106   3,186,593 17,666 SH   SOLE   17,666 0 0
AMGEN INC COM Stock 031162100   4,153,915 14,610 SH   SOLE   14,610 0 0
APPLE INC COM Stock 037833100   10,881,524 63,457 SH   SOLE   63,457 0 0
APPLIED MATLS INC COM Stock 038222105   230,978 1,120 SH   SOLE   1,120 0 0
AUTOMATIC DATA PROCESSING INC COM Stock 053015103   624,350 2,500 SH   SOLE   2,500 0 0
AZENTA INC COM Stock 114340102   3,185,617 52,847 SH   SOLE   52,847 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702   16,569,753 39,403 SH   SOLE   39,403 0 0
BOEING CO COM Stock 097023105   899,333 4,660 SH   SOLE   4,660 0 0
BOOKING HOLDINGS INC COM Stock 09857L108   1,418,501 391 SH   SOLE   391 0 0
BROADCOM INC COM Stock 11135F101   408,226 308 SH   SOLE   308 0 0
BUILDERS FIRSTSOURCE INC COM Stock 12008R107   11,606,642 55,654 SH   SOLE   55,654 0 0
CANADIAN PACIFIC KANSAS CITY COM Stock 13646K108   4,763,258 53,967 SH   SOLE   53,967 0 0
CHENIERE ENERGY INC COM NEW Stock 16411R208   3,198,666 19,833 SH   SOLE   19,833 0 0
CHEVRON CORP NEW COM Stock 166764100   5,740,790 36,394 SH   SOLE   36,394 0 0
COCA COLA CO COM Stock 191216100   1,294,324 21,156 SH   SOLE   21,156 0 0
COMCAST CORP NEW CL A Stock 20030N101   612,839 14,137 SH   SOLE   14,137 0 0
COMMUNICATION SERVICES SELECT SECTOR SPDR FUND ETF 81369Y852   553,472 6,778 SH   SOLE   6,778 0 0
CORNING INC COM Stock 219350105   3,483,378 105,685 SH   SOLE   105,685 0 0
COSTCO WHSL CORP NEW COM Stock 22160K105   5,501,319 7,509 SH   SOLE   7,509 0 0
CROWDSTRIKE HLDGS INC CL A Stock 22788C105   1,371,484 4,278 SH   SOLE   4,278 0 0
DANAHER CORPORATION COM Stock 235851102   5,720,835 22,909 SH   SOLE   22,909 0 0
DEERE & CO COM Stock 244199105   3,347,531 8,150 SH   SOLE   8,150 0 0
DEXCOM INC COM Stock 252131107   1,325,972 9,560 SH   SOLE   9,560 0 0
DISNEY WALT CO COM Stock 254687106   2,011,476 16,439 SH   SOLE   16,439 0 0
DUKE ENERGY CORP NEW COM NEW Stock 26441C204   244,193 2,525 SH   SOLE   2,525 0 0
ELI LILLY & CO COM Stock 532457108   1,100,813 1,415 SH   SOLE   1,415 0 0
EMERSON ELEC CO COM Stock 291011104   1,340,624 11,820 SH   SOLE   11,820 0 0
ENERGY SELECT SECTOR SPDR FUND ETF 81369Y506   760,001 8,050 SH   SOLE   8,050 0 0
ENTERPRISE PRODS PARTNERS L P COM Stock 293792107   380,040 13,024 SH   SOLE   13,024 0 0
ESAB CORPORATION COM Stock 29605J106   5,066,317 45,820 SH   SOLE   45,820 0 0
EXXON MOBIL CORP COM Stock 30231G102   766,603 6,595 SH   SOLE   6,595 0 0
FEDEX CORP COM Stock 31428X106   1,373,657 4,741 SH   SOLE   4,741 0 0
FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM Stock 31620R303   4,712,519 88,748 SH   SOLE   88,748 0 0
FRANCO NEV CORP COM Stock 351858105   3,143,441 26,380 SH   SOLE   26,380 0 0
GOLDMAN SACHS HEDGE INDUSTRY VIP ETF ETF 381430545   1,170,930 10,716 SH   SOLE   10,716 0 0
HOME DEPOT INC COM Stock 437076102   3,658,010 9,536 SH   SOLE   9,536 0 0
HONEYWELL INTL INC COM Stock 438516106   416,658 2,030 SH   SOLE   2,030 0 0
INDUSTRIAL SELECT SECTOR SPDR FUND ETF 81369Y704   594,815 4,722 SH   SOLE   4,722 0 0
INVESCO QQQ TRUST SERIES I ETF 46090E103   718,852 1,619 SH   SOLE   1,619 0 0
INVESCO S&P 500 EQUAL WEIGHT ETF ETF 46137V357   422,917 2,497 SH   SOLE   2,497 0 0
ISHARES MSCI JAPAN VALUE ETF ETF 46435U374   564,191 16,978 SH   SOLE   16,978 0 0
ISHARES MSCI SWITZERLAND ETF ETF 464286749   534,681 11,233 SH   SOLE   11,233 0 0
JOHNSON & JOHNSON COM Stock 478160104   6,230,788 39,388 SH   SOLE   39,388 0 0
JPMORGAN CHASE & CO COM Stock 46625H100   3,298,741 16,469 SH   SOLE   16,469 0 0
KNIFE RIVER CORP COMMON STOCK Stock 498894104   3,917,948 48,322 SH   SOLE   48,322 0 0
L3HARRIS TECHNOLOGIES INC COM Stock 502431109   1,161,395 5,450 SH   SOLE   5,450 0 0
LAUDER ESTEE COS INC CL A Stock 518439104   758,418 4,920 SH   SOLE   4,920 0 0
MARKEL GROUP INC COM Stock 570535104   4,448,808 2,924 SH   SOLE   2,924 0 0
MARRIOTT INTL INC NEW CL A Stock 571903202   1,305,704 5,175 SH   SOLE   5,175 0 0
MARTIN MARIETTA MATLS INC COM Stock 573284106   1,734,381 2,825 SH   SOLE   2,825 0 0
MCDONALDS CORP COM Stock 580135101   3,636,873 12,899 SH   SOLE   12,899 0 0
MDU RES GROUP INC COM Stock 552690109   5,312,362 210,808 SH   SOLE   210,808 0 0
MERCK & CO INC COM Stock 58933Y105   5,863,330 44,436 SH   SOLE   44,436 0 0
MICROSOFT CORP COM Stock 594918104   10,502,433 24,963 SH   SOLE   24,963 0 0
MKS INSTRS INC COM Stock 55306N104   2,115,631 15,907 SH   SOLE   15,907 0 0
NETFLIX INC COM Stock 64110L106   1,625,215 2,676 SH   SOLE   2,676 0 0
NORFOLK SOUTHN CORP COM Stock 655844108   216,640 850 SH   SOLE   850 0 0
NORTHROP GRUMMAN CORP COM Stock 666807102   514,560 1,075 SH   SOLE   1,075 0 0
NVIDIA CORPORATION COM Stock 67066G104   3,312,451 3,666 SH   SOLE   3,666 0 0
PARKER-HANNIFIN CORP COM Stock 701094104   238,990 430 SH   SOLE   430 0 0
PEPSICO INC COM Stock 713448108   1,089,437 6,225 SH   SOLE   6,225 0 0
PFIZER INC COM Stock 717081103   283,078 10,201 SH   SOLE   10,201 0 0
PPG INDS INC COM Stock 693506107   417,892 2,884 SH   SOLE   2,884 0 0
PROCTER AND GAMBLE CO COM Stock 742718109   236,236 1,456 SH   SOLE   1,456 0 0
QUALCOMM INC COM Stock 747525103   5,320,422 31,426 SH   SOLE   31,426 0 0
RENAISSANCE IPO ETF ETF 759937204   250,573 6,035 SH   SOLE   6,035 0 0
SCHLUMBERGER LTD COM STK Stock 806857108   482,876 8,810 SH   SOLE   8,810 0 0
SPDR S&P 500 ETF TRUST ETF 78462F103   1,223,984 2,340 SH   SOLE   2,340 0 0
SS&C TECHNOLOGIES HLDGS INC COM Stock 78467J100   2,514,035 39,056 SH   SOLE   39,056 0 0
STARWOOD PPTY TR INC COM REIT 85571B105   299,359 14,725 SH   SOLE   14,725 0 0
SUPER MICRO COMPUTER INC COM Stock 86800U104   227,257 225 SH   SOLE   225 0 0
TARGET CORP COM Stock 87612E106   231,968 1,309 SH   SOLE   1,309 0 0
TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803   2,081,859 9,996 SH   SOLE   9,996 0 0
TESLA INC COM Stock 88160R101   690,855 3,930 SH   SOLE   3,930 0 0
UBER TECHNOLOGIES INC COM Stock 90353T100   1,735,355 22,540 SH   SOLE   22,540 0 0
UNITED RENTALS INC COM Stock 911363109   1,700,377 2,358 SH   SOLE   2,358 0 0
UNITEDHEALTH GROUP INC COM Stock 91324P102   544,665 1,101 SH   SOLE   1,101 0 0
VANECK MORNINGSTAR WIDE MOAT ETF ETF 92189F643   1,077,188 11,982 SH   SOLE   11,982 0 0
VANGUARD HEALTH CARE ETF ETF 92204A504   1,288,462 4,763 SH   SOLE   4,763 0 0
VANGUARD MID-CAP ETF ETF 922908629   205,385 822 SH   SOLE   822 0 0
VANGUARD S&P 500 ETF ETF 922908363   797,962 1,660 SH   SOLE   1,660 0 0
VANGUARD SMALL CAP VALUE ETF ETF 922908611   1,091,289 5,687 SH   SOLE   5,687 0 0
VANGUARD TOTAL STOCK MARKET ETF ETF 922908769   3,690,666 14,200 SH   SOLE   14,200 0 0
VISA INC COM CL A Stock 92826C839   5,785,049 20,729 SH   SOLE   20,729 0 0
WALMART INC COM Stock 931142103   2,609,272 43,365 SH   SOLE   43,365 0 0
WHITE MTNS INS GROUP LTD COM Stock G9618E107   369,626 206 SH   SOLE   206 0 0
WORKDAY INC CL A Stock 98138H101   1,407,390 5,160 SH   SOLE   5,160 0 0
ZEBRA TECHNOLOGIES CORPORATION CL A Stock 989207105   4,305,769 14,284 SH   SOLE   14,284 0 0
ZSCALER INC COM Stock 98980G102   479,071 2,487 SH   SOLE   2,487 0 0