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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 | 10,982,621 | 105,877 | SH | SOLE | 105,877 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 345,904 | 3,326 | SH | SOLE | 3,326 | 0 | 0 | ||
| AMERICAN EXPRESS CO | COM | 025816109 | 5,408,051 | 32,786 | SH | SOLE | 32,786 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 4,389,803 | 26,621 | SH | SOLE | 26,621 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 3,276,245 | 26,673 | SH | SOLE | 26,673 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 13,720,195 | 44,435 | SH | SOLE | 44,435 | 0 | 0 | ||
| BK OF AMERICA CORP | COM | 060505104 | 4,569,937 | 159,788 | SH | SOLE | 159,788 | 0 | 0 | ||
| BRAZE INC | COM CL A | 10576N102 | 452,867 | 13,100 | SH | SOLE | 13,100 | 0 | 0 | ||
| CDW CORP | COM | 12514G108 | 6,808,677 | 34,936 | SH | SOLE | 34,936 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 4,268,780 | 112,603 | SH | SOLE | 112,603 | 0 | 0 | ||
| CVS HEALTH CORP | COM | 126650100 | 4,044,842 | 54,432 | SH | SOLE | 54,432 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | 323,921 | 3,235 | SH | SOLE | 3,235 | 0 | 0 | ||
| DOUBLEVERIFY HLDGS INC | COM | 25862V105 | 1,226,351 | 40,675 | SH | SOLE | 40,675 | 0 | 0 | ||
| ELEVANCE HEALTH INC | COM | 036752103 | 9,238,503 | 20,092 | SH | SOLE | 20,092 | 0 | 0 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 5,242,111 | 40,228 | SH | SOLE | 40,228 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER A | 530307107 | 2,477,068 | 30,164 | SH | SOLE | 30,164 | 0 | 0 | ||
| LOCKHEED MARTIN CORP | COM | 539830109 | 4,809,082 | 10,173 | SH | SOLE | 10,173 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 6,582,013 | 32,915 | SH | SOLE | 32,915 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 9,316,247 | 43,957 | SH | SOLE | 43,957 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 5,870,076 | 20,361 | SH | SOLE | 20,361 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 302,798 | 2,469 | SH | SOLE | 2,469 | 0 | 0 | ||
| NORTHROP GRUMMAN CORP | COM | 666807102 | 3,699,301 | 8,012 | SH | SOLE | 8,012 | 0 | 0 | ||
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | 2,573,841 | 540,723 | SH | SOLE | 540,723 | 0 | 0 | ||
| NUTANIX INC | CL A | 67059N108 | 854,265 | 32,869 | SH | SOLE | 32,869 | 0 | 0 | ||
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | 6,963,334 | 8,202 | SH | SOLE | 8,202 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 521,153 | 1,273 | SH | SOLE | 1,273 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 849,549 | 4,095 | SH | SOLE | 4,095 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 285,300 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 4,949,908 | 10,474 | SH | SOLE | 10,474 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 3,569,032 | 15,830 | SH | SOLE | 15,830 | 0 | 0 | ||
| WELLS FARGO CO NEW | COM | 949746101 | 3,813,582 | 102,022 | SH | SOLE | 102,022 | 0 | 0 | ||
| WISDOMTREE TR | JAPN HEDGE EQT | 97717W851 | 297,024 | 4,200 | SH | SOLE | 4,200 | 0 | 0 | ||