The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 A | 02079K305 | 42,334,088 | 260,855 | SH | SOLE | 0 | 13,282 | 0 | 247,573 | ||
| APPLE INC | COM | 037833100 | 37,750,102 | 173,540 | SH | SOLE | 0 | 8,653 | 0 | 164,887 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 21,134,466 | 6,145 | SH | SOLE | 0 | 309 | 0 | 5,836 | ||
| CDW CORP | COM | 12514G108 | 20,463,267 | 96,479 | SH | SOLE | 0 | 4,846 | 0 | 91,633 | ||
| COPART INC | COM | 217204106 | 25,943,157 | 516,179 | SH | SOLE | 0 | 25,882 | 0 | 490,297 | ||
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 23,229,146 | 354,427 | SH | SOLE | 0 | 18,161 | 0 | 336,266 | ||
| META PLATFORMS INC | CL A | 30303M102 | 43,230,593 | 83,788 | SH | SOLE | 0 | 4,196 | 0 | 79,592 | ||
| MICROSOFT CORP | COM | 594918104 | 28,057,884 | 68,970 | SH | SOLE | 0 | 3,454 | 0 | 65,516 | ||
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 24,906,460 | 60,341 | SH | SOLE | 0 | 2,960 | 0 | 57,381 | ||
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 | 11,595,327 | 60,830 | SH | SOLE | 0 | 3,015 | 0 | 57,815 | ||
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | 9,962,949 | 8,887 | SH | SOLE | 0 | 438 | 0 | 8,449 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 31,933,834 | 503,212 | SH | SOLE | 0 | 25,373 | 0 | 477,839 | ||
| POOL CORP | COM | 73278L105 | 11,615,542 | 33,759 | SH | SOLE | 0 | 1,674 | 0 | 32,085 | ||
| S&P GLOBAL INC | COM | 78409V104 | 11,939,219 | 24,644 | SH | SOLE | 0 | 1,232 | 0 | 23,411 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 41,536,659 | 247,788 | SH | SOLE | 0 | 12,746 | 0 | 235,041 | ||
| TEXAS PACIFIC LAND CORPORATI | COM | 88262P102 | 11,127,426 | 13,363 | SH | SOLE | 0 | 670 | 0 | 12,693 | ||
| TRACTOR SUPPLY CO | COM | 892356106 | 26,639,491 | 101,588 | SH | SOLE | 0 | 5,078 | 0 | 96,511 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 33,306,692 | 58,920 | SH | SOLE | 0 | 2,942 | 0 | 55,978 | ||
| VISA INC | COM CL A | 92826C839 | 33,358,890 | 128,358 | SH | SOLE | 0 | 6,358 | 0 | 122,000 | ||