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
Expires:Oct 31, 2018
Estimated average burden
hours per response:23.8

COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W1021,74315,334SH SOLE 15,33400
ALPHABET INCCAP STK CL A02079K3055,3982,477SH SOLE 2,47700
ALPHABET INCCAP STK CL C02079K1071,361622SH SOLE 62200
AMERICAN EXPRESS COCOM0258161094,04129,151SH SOLE 29,15100
ELEVANCE HEALTH INCCOM0367521038,58517,789SH SOLE 17,78900
APPLE INCCOM0378331002,54418,609SH SOLE 18,60900
APPLIED MATLS INCCOM0382221052,18724,033SH SOLE 24,03300
BK OF AMERICA CORPCOM0605051044,392141,080SH SOLE 141,08000
BERKSHIRE HATHAWAY INC DELCL B NEW0846707029,70035,528SH SOLE 35,52800
CARTERS INCCOM1462291091,20117,047SH SOLE 17,04700
CDW CORPCOM12514G1085,10632,404SH SOLE 32,40400
COMCAST CORP NEWCL A20030N1014,371111,402SH SOLE 111,40200
CVS HEALTH CORPCOM1266501004,30646,472SH SOLE 46,47200
META PLATFORMS INCCL A30303M1024,37527,133SH SOLE 27,13300
JPMORGAN CHASE & COCOM46625H1004,04635,929SH SOLE 35,92900
LIBERTY BROADBAND CORPCOM SER A5303071073,65332,169SH SOLE 32,16900
LIBERTY BROADBAND CORPCOM SER C5303073052,22619,250SH SOLE 19,25000
LOCKHEED MARTIN CORPCOM5398301093,7388,694SH SOLE 8,69400
LOWES COS INCCOM5486611077,13440,840SH SOLE 40,84000
MICROSOFT CORPCOM5949181043,46713,499SH SOLE 13,49900
NORTHROP GRUMMAN CORPCOM6668071023,2326,754SH SOLE 6,75400
OREILLY AUTOMOTIVE INCCOM67103H1074,5537,207SH SOLE 7,20700
UNITEDHEALTH GROUP INCCOM91324P1024,7389,224SH SOLE 9,22400
VISA INCCOM CL A92826C8392,58413,124SH SOLE 13,12400
WELLS FARGO CO NEWCOM9497461013,72595,100SH SOLE 95,10000