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

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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
ALPHABET INC CAP STK CL C 02079K107   519,566 4,295 SH   SOLE   4,295 0 0
ALPHABET INC CAP STK CL A 02079K305   3,467,350 28,967 SH   SOLE   28,967 0 0
AMAZON COM INC COM 023135106   11,702,417 89,770 SH   SOLE   89,770 0 0
BANK AMERICA CORP COM 060505104   2,212,831 77,129 SH   SOLE   77,129 0 0
BLACK STONE MINERALS L P COM UNIT 09225M101   438,753 27,508 SH   SOLE   27,508 0 0
CINEMARK HLDGS INC COM 17243V102   2,583,818 156,595 SH   SOLE   156,595 0 0
COPART INC COM 217204106   6,734,217 73,832 SH   SOLE   73,832 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103   1,431,047 1,115 SH   SOLE   1,115 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   7,056,285 67,875 SH   SOLE   67,875 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   2,948,338 9,141 SH   SOLE   9,141 0 0
JPMORGAN CHASE & CO COM 46625H100   4,675,751 32,149 SH   SOLE   32,149 0 0
MICROSOFT CORP COM 594918104   7,737,409 22,721 SH   SOLE   22,721 0 0
NVR INC COM 62944T105   2,876,831 453 SH   SOLE   453 0 0
PULTE GROUP INC COM 745867101   859,296 11,062 SH   SOLE   11,062 0 0
VISA INC COM CL A 92826C839   5,825,622 24,531 SH   SOLE   24,531 0 0