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
Estimated average burden
hours per response: 23.8
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
1/100 BERKSHIRE HTWY CLA 100 S com 084990175 6,760 1,500 SH   SOLE   500 0 1,000
AIRBNB INC com 009066101 7,174 43,087 SH   SOLE   15,823 0 27,264
ALIBABA GP HLDG LTD com 01609W102 11,381 95,808 SH   SOLE   35,645 0 60,163
ALPHABET INC CLASS A com 02079K305 70,960 24,494 SH   SOLE   8,468 0 16,026
ALPHABET INC CLASS C com 02079K107 42,061 14,536 SH   SOLE   6,175 0 8,361
ALTRIA GROUP INC com 02209S103 850 17,946 SH   SOLE   0 0 17,946
AMAZON.COM INC com 023135106 23,314 6,992 SH   SOLE   2,230 0 4,762
AON PLC com G0403H108 1,213 4,037 SH   SOLE   1,769 0 2,268
APPLE INC com 037833100 5,957 33,550 SH   SOLE   3,509 0 30,041
BERKSHIRE HATHAWAY B NEW CLASS com 084670702 2,401 8,031 SH   SOLE   1,075 0 6,956
BROOKFIELD ASSET MGMT INC com 112585104 476 7,883 SH   SOLE   0 0 7,883
CANOO INC COM CL A com 13803R102 97 12,500 SH   SOLE   12,500 0 0
CATERPILLAR INC com 149123101 287 1,387 SH   SOLE   0 0 1,387
CENTENE CORP com 15135B101 41,774 506,961 SH   SOLE   183,815 0 323,146
CIGNA CORP NEW com 125523100 65,146 283,702 SH   SOLE   102,836 0 180,866
CINTAS CORP com 172908105 222 500 SH   SOLE   0 0 500
CISCO SYSTEMS INC com 17275R102 634 10,003 SH   SOLE   0 0 10,003
CIT GROUP INC com 125581801 55,736 1,085,631 SH   SOLE   398,872 0 686,759
COHERENT INC com 192479103 267 1,000 SH   SOLE   0 0 1,000
CTT CORREIOS DE PORTUG SHS com X1R05J122 397 76,600 SH   SOLE   58,400 0 18,200
CUMMINS INC com 231021106 218 1,000 SH   SOLE   0 0 1,000
DANAHER CORP com 235851102 64,969 197,469 SH   SOLE   69,432 0 128,037
FIDELITY NATL INFO SVCS com 31620M106 224 2,049 SH   SOLE   0 0 2,049
FISERV INC com 337738108 60,650 584,350 SH   SOLE   211,118 0 373,232
FRANCO NEV CORP COM com 351858105 16,967 122,690 SH   SOLE   43,871 0 78,819
GABRIEL TECHNOLOGIES CP com 362447104 0 10,000 SH   SOLE   10,000 0 0
GLOBAL PAYMENTS INC com 37940X102 55,327 409,286 SH   SOLE   148,635 0 260,651
HOME DEPOT INC com 437076102 313 754 SH   SOLE   185 0 569
I SHARES RUSL 2000 com 464287655 415 1,867 SH   SOLE   560 0 1,307
IDEXX LABS INC com 45168D104 15,775 23,957 SH   SOLE   9,201 0 14,756
INTERCONTINENTAL EXCHANGE com 45866f104 21,118 154,406 SH   SOLE   55,864 0 98,542
INTUITIVE SURGICAL INC com 46120E602 539 1,500 SH   SOLE   0 0 1,500
ISHARES MSCI GWTH IDX FD com 464288885 329 2,986 SH   SOLE   800 0 2,186
ISHARES TR DJ TOTAL MKT US TOT com 464287846 828 7,028 SH   SOLE   3,000 0 4,028
ISHARES TR RUSSELL 1000 RUSSEL com 464287622 866 3,275 SH   SOLE   1,350 0 1,925
JD.COM INC com 47215P106 19,127 272,964 SH   SOLE   100,353 0 172,611
JOHNSON & JOHNSON com 478160104 315 1,843 SH   SOLE   444 0 1,399
KELLOGG CO com 487836108 322 5,000 SH   SOLE   0 0 5,000
MERCK & CO INC NEW com 58933y105 462 6,029 SH   SOLE   66 0 5,963
META PLATFORMS INC com 30303M102 91,112 270,884 SH   SOLE   97,567 0 173,317
MICROSOFT CORP com 594918104 2,201 6,546 SH   SOLE   2,147 0 4,399
MONDELEZ INTL INC com 609207105 729 10,993 SH   SOLE   0 0 10,993
PAYPAL HOLDINGS INC com 70450Y103 41,991 222,672 SH   SOLE   82,800 0 139,872
PEMBINA PIPELINE CORP F com 706327103 362 11,939 SH   SOLE   11,939 0 0
PEPSICO INCORPORATED com 713448108 305 1,754 SH   SOLE   1,211 0 543
PFIZER INC com 717081103 466 7,897 SH   SOLE   150 0 7,747
PHILIP MORRIS INTL INC com 718172109 1,776 18,695 SH   SOLE   95 0 18,600
PROCTER & GAMBLE com 742718109 1,179 7,208 SH   SOLE   0 0 7,208
PROGRESSIVE CORP OHIO com 743315103 238 2,319 SH   SOLE   435 0 1,884
RICHARDS PACKAGING INCOME com 763102100 1,001 20,500 SH   SOLE   0 0 20,500
S&P 500 INDEX com 464287200 1,616 3,388 SH   SOLE   1,334 0 2,054
SALESFORCE.COM INC com 79466L302 20,192 79,457 SH   SOLE   28,670 0 50,787
SHERWIN-WILLIAMS com 824348106 1,373 3,900 SH   SOLE   3,900 0 0
SPDR S&P MIDCAP 400 ETF com 78467Y107 544 1,051 SH   SOLE   440 0 611
TENCENT HLDGS LTD ADR com 88032Q109 20,223 346,879 SH   SOLE   127,577 0 219,302
TEXAS PACIFIC LAND CORP com 88262P102 23,053 18,459 SH   SOLE   6,714 0 11,745
UNION PACIFIC CORP com 907818108 283 1,124 SH   SOLE   0 0 1,124
US ECOLOGY INC com 025533407 588 18,410 SH   SOLE   0 0 18,410
VANGUARD FTSE EMERGING MKTS IN com 922042858 221 4,477 SH   SOLE   1,520 0 2,957
VISA INC com 92826C839 79,818 368,315 SH   SOLE   130,572 0 237,743
WILLIS TOWERS WATSON com G96629103 64,012 269,537 SH   SOLE   95,680 0 173,857
WORKDAY INC CL A com 98138H101 12,719 46,560 SH   SOLE   17,021 0 29,539