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
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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
AERCAP HOLDINGS NV SHS N00985106   1,003,513,665 7,315,306 SH   SOLE   6,771,357 0 543,949
ALCOA CORP COM 013872106   935,078,008 14,097,362 SH   SOLE   13,077,206 0 1,020,156
ALPHABET INC CAP STK CL A 02079K305   275,558,396 958,264 SH   SOLE   946,528 0 11,736
ALPHABET INC CAP STK CL C 02079K107   1,318,567,169 4,596,553 SH   SOLE   4,203,242 0 393,311
AMAZON COM INC COM 023135106   2,447,988,185 11,753,916 SH   SOLE   10,888,677 0 865,239
AON PLC SHS CL A G0403H108   149,560,031 463,350 SH   SOLE   448,792 0 14,558
ASML HLDG NV N Y REGISTRY SHS N07059210   572,508,122 433,446 SH   SOLE   405,676 0 27,770
BERKLEY W R CORP COM 084423102   8,188,695 123,547 SH   SOLE   101,047 0 22,500
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   24,352,944 50,820 SH   SOLE   49,197 0 1,623
CAPITAL ONE FINL CORP COM 14040H105   1,197,943,983 6,566,595 SH   SOLE   6,077,146 0 489,449
CHARTER COMMUNICATIONS INC CL A 16119P108   32,265,425 149,460 SH   SOLE   135,628 0 13,832
CITIGROUP INC COM NEW 172967424   4,658,429 41,076 SH   SOLE   30,645 0 10,431
COMCAST CORP NEW CL A 20030N101   1,078,780,757 37,575,087 SH   SOLE   34,795,205 0 2,779,882
CONOCOPHILLIPS COM 20825C104   2,496,209,428 18,910,677 SH   SOLE   17,514,350 0 1,396,327
DANAHER CORP DEL COM 235851102   1,246,650,156 6,575,159 SH   SOLE   6,126,437 0 448,722
ECHOSTAR CORP CL A 278768106   2,913,521 24,887 SH   SOLE   23,500 0 1,387
ECOLAB INC COM 278865100   5,968,425 22,436 SH   SOLE   17,300 0 5,136
ELEVANCE HEALTH INC FORMERLY COM 036752103   453,355,469 1,548,610 SH   SOLE   1,427,046 0 121,564
EQT CORP COM 26884L109   232,919,473 3,659,954 SH   SOLE   3,333,908 0 326,046
GALLAGHER ARTHUR J & CO COM 363576109   577,309,518 2,665,572 SH   SOLE   2,444,731 0 220,841
GE AEROSPACE COM NEW 369604301   11,605,625 40,898 SH   SOLE   40,898 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   858,146 12,056 SH   SOLE   12,056 0 0
GE VERNOVA INC COM 36828A101   21,299,633 24,401 SH   SOLE   23,382 0 1,019
GOLDMAN SACHS GROUP INC COM 38141G104   5,912,624 6,989 SH   SOLE   6,989 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   11,386,884 37,447 SH   SOLE   36,760 0 687
HUMANA INC COM 444859102   514,460,967 2,967,074 SH   SOLE   2,740,279 0 226,795
INTERNATIONAL BUSINESS MACHS COM 459200101   654,453 2,700 SH   SOLE   2,700 0 0
INTUIT COM 461202103   1,003,625,410 2,321,165 SH   SOLE   2,147,463 0 173,702
ISHARES TR RUS 1000 VAL ETF 464287598   1,657,821 7,759 SH   SOLE   7,759 0 0
JPMORGAN CHASE & CO COM 46625H100   326,223 1,109 SH   SOLE   825 0 284
LAUDER ESTEE COS INC CL A 518439104   569,322,774 7,932,601 SH   SOLE   7,345,239 0 587,362
LENNAR CORP CL A 526057104   944,858,753 10,880,455 SH   SOLE   10,070,599 0 809,856
LIBERTY BROADBAND CORP COM SER C 530307305   336,987,140 6,699,546 SH   SOLE   6,240,528 0 459,018
LIBERTY BROADBAND CORP COM SER A 530307107   13,598,672 270,782 SH   SOLE   241,303 0 29,479
LYONDELLBASELL INDUSTRIES NV SHS - A - N53745100   354,061 4,395 SH   SOLE   4,395 0 0
MARRIOTT INTL INC NEW CL A 571903202   6,152,514 18,811 SH   SOLE   14,601 0 4,210
MARTIN MARIETTA MATLS INC COM 573284106   276,514 470 SH   SOLE   470 0 0
MASTERCARD INCORPORATED CL A 57636Q104   312,057,545 624,540 SH   SOLE   576,016 0 48,524
MERCADOLIBRE INC COM 58733R102   1,358,900,832 785,937 SH   SOLE   726,805 0 59,132
META PLATFORMS INC CL A 30303M102   752,692,236 1,315,597 SH   SOLE   1,219,133 0 96,464
MICROSOFT CORP COM 594918104   1,482,643,885 4,005,305 SH   SOLE   3,712,770 0 292,535
MORGAN STANLEY COM NEW 617446448   13,097,797 79,588 SH   SOLE   79,479 0 109
NETFLIX INC. COM 64110L106   514,443,039 5,350,422 SH   SOLE   4,954,921 0 395,501
ORACLE CORP COM 68389X105   2,942,200 20,000 SH   SOLE   20,000 0 0
PTC INC COM 69370C100   104,249,314 731,625 SH   SOLE   670,389 0 61,236
PULTE GROUP INC COM 745867101   18,177,331 154,556 SH   SOLE   154,556 0 0
S&P GLOBAL INC COM 78409V104   606,241,854 1,425,311 SH   SOLE   1,314,881 0 110,430
SAP SE SPON ADR 803054204   1,343,759,297 7,848,603 SH   SOLE   7,321,342 0 527,261
SHELL PLC SPON ADS 780259305   493,709,684 5,308,706 SH   SOLE   5,015,790 0 292,916
SPDR SERIES TRUST STATE STREET SPD 78468R663   24,065,737 262,612 SH   SOLE   211,275 0 51,337
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103   18,394,577 28,285 SH   SOLE   26,770 0 1,515
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100   1,648,613,157 4,878,275 SH   SOLE   4,548,592 0 329,683
TRAVELERS COMPANIES INC COM 89417E109   2,012,592 6,900 SH   SOLE   6,900 0 0
UNITEDHEALTH GROUP INC COM 91324P102   1,585,474,628 5,859,325 SH   SOLE   5,436,833 0 422,492
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   455,143 762 SH   SOLE   762 0 0
VISA INC COM CL A 92826C839   1,109,523 3,671 SH   SOLE   3,101 0 570
VULCAN MATLS CO COM 929160109   11,349,736 41,681 SH   SOLE   39,422 0 2,259
WELLS FARGO & CO COM 949746101   6,923,841 86,972 SH   SOLE   73,201 0 13,771
WOODWARD INC COM 980745103   882,035,921 2,464,338 SH   SOLE   2,304,973 0 159,365
WORKDAY INC CL A 98138H101   1,131,214,250 8,707,006 SH   SOLE   8,054,497 0 652,509