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
OREILLY AUTOMOTIVE INC COM 67103H107   17,127,467 18,845 SH   SOLE   0 0 18,845
CDW CORP COM 12514G108   15,646,488 77,550 SH   SOLE   0 0 77,550
FERGUSON PLC NEW SHS G3421J106   14,005,936 85,158 SH   SOLE   0 0 85,158
S&P GLOBAL INC COM 78409V104   11,045,979 30,229 SH   SOLE   0 0 30,229
SHERWIN WILLIAMS CO COM 824348106   10,527,189 41,275 SH   SOLE   0 0 41,275
DANAHER CORPORATION COM 235851102   10,344,530 41,695 SH   SOLE   0 0 41,695
SPDR SER TR BLOOMBERG 1-3 MO 78468R663   9,978,447 108,674 SH   SOLE   0 0 108,674
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   9,459,501 27,004 SH   SOLE   0 0 27,004
SERVICENOW INC COM 81762P102   7,120,032 12,738 SH   SOLE   0 0 12,738
HILTON WORLDWIDE HLDGS INC COM 43300A203   4,635,156 30,864 SH   SOLE   0 0 30,864
AUTOZONE INC COM 053332102   4,480,542 1,764 SH   SOLE   0 0 1,764
VERALTO CORP COM SHS 92338C103   0 13,874 SH   SOLE   0 0 13,874