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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
1/100 BERKSHIRE HTWY CLA 100 S com 084990175   9,184,000 1,500 SH   SOLE   600 0 900
ADT INC DEL COM com 00090Q103   538,000 70,832 SH   SOLE   0 0 70,832
ALPHABET INC CLASS A com 02079K305   53,381,000 293,063 SH   SOLE   98,349 0 194,714
ALPHABET INC CLASS C com 02079K107   36,694,000 200,052 SH   SOLE   92,298 0 107,754
ALTRIA GROUP INC COM com 02209S103   793,000 17,413 SH   SOLE   0 0 17,413
AMAZON.COM INC com 023135106   46,875,000 242,563 SH   SOLE   89,940 0 152,623
APPLE INC com 037833100   5,957,000 28,284 SH   SOLE   2,760 0 25,524
BERKSHIRE HATHAWAY B NEW CLASS com 084670702   3,118,000 7,665 SH   SOLE   1,233 0 6,432
BLUE OWL CAPITAL INC COM CL A com 09581B103   27,772,000 1,564,636 SH   SOLE   613,425 0 951,211
BOOKING HOLDINGS INC com 09857L108   60,583,000 15,293 SH   SOLE   5,955 0 9,338
BROOKFIELD ASSET MANAG CL A LM com 113004105   22,045,000 579,379 SH   SOLE   227,347 0 352,032
BROOKFIELD CORP com 11271J107   246,000 5,922 SH   SOLE   0 0 5,922
BRP INC COM SUN VTG com 05577W200   301,000 4,706 SH   SOLE   784 0 3,922
CATERPILLAR INC com 149123101   448,000 1,346 SH   SOLE   0 0 1,346
CENTENE CORP com 15135B101   12,994,000 195,990 SH   SOLE   75,184 0 120,806
CIGNA GROUP com 125523100   58,684,000 177,523 SH   SOLE   69,115 0 108,408
CISCO SYSTEMS INC com 17275R102   316,000 6,643 SH   SOLE   0 0 6,643
CTT CORREIOS DE PORTUG SHS com X1R05J122   363,000 80,925 SH   SOLE   62,325 0 18,600
CUMMINS INC com 231021106   253,000 914 SH   SOLE   0 0 914
DANAHER CORP com 235851102   37,693,000 150,861 SH   SOLE   56,665 0 94,196
FIRST CTZNS BANCSHARES CL A com 31946M103   48,547,000 28,835 SH   SOLE   11,204 0 17,631
FISERV INC com 337738108   68,430,000 459,140 SH   SOLE   182,148 0 276,992
FRANCO NEV CORP COM com 351858105   16,578,000 139,871 SH   SOLE   53,853 0 86,018
HOME DEPOT INC com 437076102   241,000 701 SH   SOLE   197 0 504
I SHARES RUSL 2000 com 464287655   225,000 1,110 SH   SOLE   780 0 330
IDEXX LABS INC com 45168D104   2,904,000 5,960 SH   SOLE   2,358 0 3,602
INTERCONTINENTAL EXCHANGE com 45866f104   15,606,000 114,007 SH   SOLE   43,744 0 70,263
ISHARES MSCI GWTH IDX FD com 464288885   267,000 2,614 SH   SOLE   800 0 1,814
ISHARES TR DJ TOTAL MKT US TOT com 464287846   890,000 6,723 SH   SOLE   3,000 0 3,723
ISHARES TR MSCI EAFE FD MSCI E com 464287465   287,000 3,665 SH   SOLE   1,390 0 2,275
ISHARES TR RUSSELL 1000 RUSSEL com 464287622   946,000 3,180 SH   SOLE   1,350 0 1,830
JD.COM INC com 47215P106   3,845,000 148,806 SH   SOLE   60,524 0 88,282
JOHNSON & JOHNSON com 478160104   242,000 1,657 SH   SOLE   300 0 1,357
KYNDRYL HLDGS INC COMMON STOCK com 50155Q100   41,711,000 1,585,351 SH   SOLE   617,240 0 968,111
MERCK & CO INC NEW com 58933y105   686,000 5,539 SH   SOLE   66 0 5,473
MICROSOFT CORP com 594918104   3,035,000 6,789 SH   SOLE   2,564 0 4,225
MONDELEZ INTL INC com 609207105   659,000 10,066 SH   SOLE   0 0 10,066
NVIDIA CORP com 67066G104   222,000 1,800 SH   SOLE   30 0 1,770
PAYPAL HOLDINGS INC com 70450Y103   26,225,000 451,919 SH   SOLE   176,830 0 275,089
PEMBINA PIPELINE CORP F com 706327103   443,000 11,939 SH   SOLE   11,939 0 0
PEPSICO INCORPORATED com 713448108   282,000 1,712 SH   SOLE   1,211 0 501
PFIZER INC com 717081103   204,000 7,284 SH   SOLE   150 0 7,134
PHILIP MORRIS INTL INC com 718172109   1,771,000 17,474 SH   SOLE   95 0 17,379
PROCTER & GAMBLE com 742718109   1,095,000 6,641 SH   SOLE   0 0 6,641
PROGRESSIVE CORP OHIO com 743315103   572,000 2,754 SH   SOLE   870 0 1,884
RICHARDS PACKAGING com 763102100   512,000 24,505 SH   SOLE   0 0 24,505
RYANAIR HOLDINGS PLC SPONSORED com 783513203   21,164,000 181,756 SH   SOLE   70,704 0 111,052
S&P 500 INDEX com 464287200   1,068,000 1,952 SH   SOLE   1,378 0 574
SHERWIN-WILLIAMS com 824348106   1,164,000 3,900 SH   SOLE   3,900 0 0
SPDR S&P MIDCAP 400 ETF com 78467Y107   329,000 615 SH   SOLE   498 0 117
TENCENT HLDGS LTD ADR com 88032Q109   9,964,000 210,396 SH   SOLE   86,353 0 124,043
TEXAS PACIFIC LAND CORP com 88262P102   30,915,000 42,103 SH   SOLE   16,458 0 25,645
UNION PACIFIC CORP com 907818108   251,000 1,109 SH   SOLE   0 0 1,109
VERALTO CORP com 92338C103   4,782,000 50,088 SH   SOLE   18,752 0 31,336
VISA INC com 92826C839   54,618,000 208,092 SH   SOLE   80,292 0 127,800
WILLIS TOWERS WATSON com G96629103   51,791,000 197,568 SH   SOLE   77,257 0 120,311