Holdings as of 03-31-2025
| Ticker | Company/ETF | Total Shares | Total Value ($) | CUSIP | Class | Put/Call |
|---|---|---|---|---|---|---|
| DHR | DANAHER CORP | 270,000 | $55,350,000 | 235851102 | COMMON STOCK | |
| V | VISA INC | 145,000 | $50,816,700 | 92826C839 | COMMON STOCK | |
| MA | MASTERCARD INC | 77,000 | $42,205,240 | 57636Q104 | COMMON STOCK | |
| GPN | GLOBAL PAYMENTS INC | 400,000 | $39,168,000 | 37940X102 | COMMON STOCK | |
| BRK.B | BERKSHIRE HATHAWAY INC-CL B | 72,500 | $38,612,050 | 084670702 | COMMON STOCK | |
| TMO | THERMO FISHER SCIENTIFIC INC | 75,000 | $37,320,000 | 883556102 | COMMON STOCK | |
| CSGP | COSTAR GROUP INC | 460,000 | $36,445,800 | 22160N109 | COMMON STOCK | |
| IEX | IDEX CORP | 200,000 | $36,194,000 | 45167R104 | COMMON STOCK | |
| EFX | EQUIFAX INC | 142,500 | $34,707,300 | 294429105 | COMMON STOCK | |
| META | META PLATFORMS INC-CLASS A | 60,000 | $34,581,600 | 30303M102 | COMMON STOCK | |
| AON | AON PLC | 85,000 | $33,922,650 | G0403H108 | COMMON STOCK | |
| CHTR | CHARTER COMMUNICATIONS INC | 90,000 | $33,167,700 | 16119P108 | COMMON STOCK | |
| MSFT | MICROSOFT CORP | 78,500 | $29,468,115 | 594918104 | COMMON STOCK | |
| AMZN | AMAZON.COM INC | 152,500 | $29,014,650 | 023135106 | COMMON STOCK | |
| KMX | CARMAX INC | 360,000 | $28,051,200 | 143130102 | COMMON STOCK | |
| VMC | VULCAN MATERIALS CO | 120,000 | $27,996,000 | 929160109 | COMMON STOCK | |
| ADBE | ADOBE INC | 72,500 | $27,805,925 | 00724F101 | COMMON STOCK | |
| GOOG | ALPHABET INC-CL C | 175,000 | $27,340,250 | 02079K107 | COMMON STOCK | |
| IT | GARTNER INC | 63,500 | $26,653,490 | 366651107 | COMMON STOCK | |
| ACN | ACCENTURE PLC IRELAND | 85,000 | $26,523,400 | G1151C101 | COMMON STOCK | |
| CNSWF | CONSTELLATION SOFTWARE INC | 7,500 | $23,751,972 | 21037X100 | COMMON STOCK | |
| ADI | ANALOG DEVICES INC | 117,500 | $23,696,225 | 032654105 | COMMON STOCK | |
| CRM | SALESFORCE INC | 87,500 | $23,481,500 | 79466L302 | COMMON STOCK | |
| ORCL | ORACLE CORP | 150,000 | $20,971,500 | 68389X105 | COMMON STOCK | |
| ODFL | OLD DOMINION FREIGHT LINE | 123,600 | $20,449,620 | 679580100 | COMMON STOCK | |
| IDXX | IDEXX LABORATORIES INC | 45,000 | $18,897,750 | 45168D104 | COMMON STOCK | |
| TECH | BIO-TECHNE CORP | 300,000 | $17,589,000 | 09073M104 | COMMON STOCK |