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 | 46,763,659 | 247,035 | SH | SOLE | 0 | 13,049 | 0 | 233,986 | ||
| APPLE INC | COM | 037833100 | 41,033,180 | 163,857 | SH | SOLE | 0 | 7,762 | 0 | 156,095 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 28,897,558 | 5,816 | SH | SOLE | 0 | 306 | 0 | 5,510 | ||
| CDW CORP | COM | 12514G108 | 15,741,469 | 90,447 | SH | SOLE | 0 | 4,741 | 0 | 85,706 | ||
| COPART INC | COM | 217204106 | 28,031,170 | 488,433 | SH | SOLE | 0 | 25,492 | 0 | 462,941 | ||
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 25,128,447 | 339,436 | SH | SOLE | 0 | 17,869 | 0 | 321,567 | ||
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | 1,555,721 | 3,874 | SH | SOLE | 0 | 0 | 0 | 3,874 | ||
| META PLATFORMS INC | CL A | 30303M102 | 46,581,181 | 79,557 | SH | SOLE | 0 | 4,148 | 0 | 75,409 | ||
| MICROSOFT CORP | COM | 594918104 | 27,489,780 | 65,219 | SH | SOLE | 0 | 3,400 | 0 | 61,818 | ||
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 26,111,596 | 56,490 | SH | SOLE | 0 | 2,924 | 0 | 53,567 | ||
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 | 10,126,387 | 57,406 | SH | SOLE | 0 | 2,973 | 0 | 54,433 | ||
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | 10,036,611 | 8,464 | SH | SOLE | 0 | 430 | 0 | 8,034 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 40,099,905 | 469,829 | SH | SOLE | 0 | 25,031 | 0 | 444,798 | ||
| POOL CORP | COM | 73278L105 | 10,163,297 | 29,810 | SH | SOLE | 0 | 1,645 | 0 | 28,164 | ||
| S&P GLOBAL INC | COM | 78409V104 | 11,633,995 | 23,360 | SH | SOLE | 0 | 1,217 | 0 | 22,143 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 46,771,149 | 236,828 | SH | SOLE | 0 | 12,589 | 0 | 224,239 | ||
| TRACTOR SUPPLY CO | COM | 892356106 | 25,447,390 | 479,596 | SH | SOLE | 0 | 25,038 | 0 | 454,558 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 28,016,781 | 55,384 | SH | SOLE | 0 | 2,899 | 0 | 52,486 | ||
| VISA INC | COM CL A | 92826C839 | 38,303,600 | 121,199 | SH | SOLE | 0 | 6,259 | 0 | 114,940 | ||