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
ADOBE SYSTEMS INCORPORATED COM 00724F101   234,639 465 SH   SOLE   465 0 0
ALPHABET INC CAP STK CL A 02079K305   20,148,551 133,496 SH   SOLE   133,496 0 0
ALPHABET INC CAP STK CL C 02079K107   389,633 2,559 SH   SOLE   2,559 0 0
AMAZON COM INC COM 023135106   288,608 1,600 SH   SOLE   1,600 0 0
AMERICAN EXPRESS CO COM 025816109   7,700,931 33,822 SH   SOLE   33,822 0 0
APPLE INC COM 037833100   4,940,853 28,813 SH   SOLE   28,813 0 0
APPLIED MATLS INC COM 038222105   5,998,200 29,085 SH   SOLE   29,085 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   19,115,157 45,456 SH   SOLE   45,456 0 0
BK OF AMERICA CORP COM 060505104   6,287,591 165,812 SH   SOLE   165,812 0 0
BRAZE INC COM CL A 10576N102   580,330 13,100 SH   SOLE   13,100 0 0
CATERPILLAR INC COM 149123101   222,057 606 SH   SOLE   606 0 0
CDW CORP COM 12514G108   9,087,352 35,528 SH   SOLE   35,528 0 0
DISNEY WALT CO COM 254687106   395,835 3,235 SH   SOLE   3,235 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105   1,430,133 40,675 SH   SOLE   40,675 0 0
ELEVANCE HEALTH INC COM 036752103   12,391,032 23,896 SH   SOLE   23,896 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   250,614 600 SH   SOLE   600 0 0
JPMORGAN CHASE & CO COM 46625H100   8,248,354 41,180 SH   SOLE   41,180 0 0
LOCKHEED MARTIN CORP COM 539830109   4,776,135 10,500 SH   SOLE   10,500 0 0
LOWES COS INC COM 548661107   8,497,793 33,360 SH   SOLE   33,360 0 0
META PLATFORMS INC CL A 30303M102   18,669,094 38,447 SH   SOLE   38,447 0 0
MICROSOFT CORP COM 594918104   8,828,388 20,984 SH   SOLE   20,984 0 0
NIKE INC CL B 654106103   232,037 2,469 SH   SOLE   2,469 0 0
NORTHROP GRUMMAN CORP COM 666807102   3,885,762 8,118 SH   SOLE   8,118 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   12,963,794 1,086,655 SH   SOLE   1,086,655 0 0
NUTANIX INC CL A 67059N108   2,028,675 32,869 SH   SOLE   32,869 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   9,380,993 8,310 SH   SOLE   8,310 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   860,450 1,645 SH   SOLE   1,645 0 0
TESLA INC COM 88160R101   843,440 4,798 SH   SOLE   4,798 0 0
UBER TECHNOLOGIES INC COM 90353T100   4,116,578 53,469 SH   SOLE   53,469 0 0
UNITEDHEALTH GROUP INC COM 91324P102   7,128,132 14,409 SH   SOLE   14,409 0 0
VISA INC COM CL A 92826C839   4,650,868 16,665 SH   SOLE   16,665 0 0
WELLS FARGO CO NEW COM 949746101   5,950,637 102,668 SH   SOLE   102,668 0 0
WISDOMTREE TR JAPN HEDGE EQT 97717W851   455,700 4,200 SH   SOLE   4,200 0 0