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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
AMAZON COM INC COM 023135106   10,282,498 49,371 SH   SOLE   49,371 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   8,182,532 99,387 SH   SOLE   99,387 0 0
ALPHABET INC CAP STK CL A 02079K305   11,164,517 38,825 SH   SOLE   38,825 0 0
HEICO CORP NEW CL A 422806208   11,661,878 55,246 SH   SOLE   55,246 0 0
IES HOLDINGS INC COM 44951W106   4,069,054 8,540 SH   SOLE   8,540 0 0
MICROSOFT CORP COM 594918104   8,972,921 24,240 SH   SOLE   24,240 0 0
MURPHY USA INC COM 626755102   27,042,882 54,746 SH   SOLE   54,746 0 0
NVIDIA CORPORATION COM 67066G104   11,394,250 65,334 SH   SOLE   65,334 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   18,882,195 204,552 SH   SOLE   204,552 0 0
OCTAVE SPECIALTY GROUP INC COM NEW 023139884   2,541,546 546,569 SH   SOLE   546,569 0 0
PROGRESSIVE CORP COM 743315103   25,578,114 129,026 SH   SOLE   129,026 0 0
SOMNIGROUP INTERNATIONAL INC COM 88023U101   12,130,198 164,099 SH   SOLE   164,099 0 0
SLEEP NUMBER CORP COM 83125X103   248,408 138,389 SH   SOLE   138,389 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102   6,818,953 14,369 SH   SOLE   14,369 0 0