Holdings as of 12-31-2024
| Ticker | Company/ETF | Total Shares | Total Value ($) | CUSIP | Class | Put/Call |
|---|---|---|---|---|---|---|
| V | VISA INC | 162,500 | $51,356,500 | 92826C839 | COMMON STOCK | |
| BRK.B | BERKSHIRE HATHAWAY INC-CL B | 107,500 | $48,727,600 | 084670702 | COMMON STOCK | |
| GPN | GLOBAL PAYMENTS INC | 425,000 | $47,625,500 | 37940X102 | COMMON STOCK | |
| DHR | DANAHER CORP | 206,000 | $47,287,300 | 235851102 | COMMON STOCK | |
| MA | MASTERCARD INC | 85,000 | $44,758,450 | 57636Q104 | COMMON STOCK | |
| AON | AON PLC | 122,500 | $43,997,100 | G0403H108 | COMMON STOCK | |
| META | META PLATFORMS INC-CLASS A | 75,000 | $43,913,250 | 30303M102 | COMMON STOCK | |
| GOOG | ALPHABET INC-CL C | 217,500 | $41,420,700 | 02079K107 | COMMON STOCK | |
| TMO | THERMO FISHER SCIENTIFIC INC | 75,000 | $39,017,250 | 883556102 | COMMON STOCK | |
| CHTR | CHARTER COMMUNICATIONS INC | 110,000 | $37,704,700 | 16119P108 | COMMON STOCK | |
| AMZN | AMAZON.COM INC | 167,500 | $36,747,825 | 023135106 | COMMON STOCK | |
| EFX | EQUIFAX INC | 132,500 | $33,767,625 | 294429105 | COMMON STOCK | |
| CRM | SALESFORCE INC | 95,000 | $31,761,350 | 79466L302 | COMMON STOCK | |
| ACN | ACCENTURE PLC IRELAND | 90,000 | $31,661,100 | G1151C101 | COMMON STOCK | |
| IEX | IDEX CORP | 150,000 | $31,393,500 | 45167R104 | COMMON STOCK | |
| CSGP | COSTAR GROUP INC | 437,700 | $31,334,943 | 22160N109 | COMMON STOCK | |
| ORCL | ORACLE CORP | 187,500 | $31,245,000 | 68389X105 | COMMON STOCK | |
| KMX | CARMAX INC | 360,000 | $29,433,600 | 143130102 | COMMON STOCK | |
| VMC | VULCAN MATERIALS CO | 100,000 | $25,723,000 | 929160109 | COMMON STOCK | |
| ADI | ANALOG DEVICES INC | 117,500 | $24,964,050 | 032654105 | COMMON STOCK | |
| CNSWF | CONSTELLATION SOFTWARE INC | 7,500 | $23,191,641 | 21037X100 | COMMON STOCK | |
| FIS | FIDELITY NATIONAL INFO SERV | 272,500 | $22,009,825 | 31620M106 | COMMON STOCK | |
| SPGI | S&P GLOBAL INC | 40,000 | $19,921,200 | 78409V104 | COMMON STOCK | |
| IT | GARTNER INC | 40,000 | $19,378,800 | 366651107 | COMMON STOCK | |
| VLTO | VERALTO CORP | 190,000 | $19,351,500 | 92338C103 | COMMON STOCK | |
| ODFL | OLD DOMINION FREIGHT LINE | 105,000 | $18,522,000 | 679580100 | COMMON STOCK | |
| ADBE | ADOBE INC | 40,000 | $17,787,200 | 00724F101 | COMMON STOCK | |
| LH | LABCORP HOLDINGS INC | 75,000 | $17,199,000 | 504922105 | COMMON STOCK |