Alphabet Inc. - Class C CAP STK CL C 02079K107 19422180 57000 SH SOLE 57000 0 0 American Express Company COM 025816109 7024710 23100 SH SOLE 23100 0 0 AutoZone, Inc. COM 053332102 5660040 2000 SH SOLE 2000 0 0 Bank of America Corporation COM 060505104 6858180 126000 SH SOLE 126000 0 0 Berkshire Hathaway Inc. - Class B CL B 084670702 2489750 5000 SH SOLE 5000 0 0 Dream Finders Homes, Inc. Class A CL A 26154D100 1824350 170500 SH SOLE 170500 0 0 Eagle Materials Inc. COM 26969P108 3950562 23100 SH SOLE 23100 0 0 JPMorgan Chase & Co. COM 46625H100 7939920 24000 SH SOLE 24000 0 0 MasterCard Incorporated - Class A CL A 57636Q104 6055141 10980 SH SOLE 10980 0 0 Microsoft Corporation COM 594918104 7180600 14000 SH SOLE 14000 0 0 Mobility Global, Inc. COM SHS 60744M106 159495 9300 SH SOLE 9300 0 0 Moody's Corporation COM 615369105 2497715 5500 SH SOLE 5500 0 0 NVR, Inc. COM 62944T105 4861968 790 SH SOLE 790 0 0 Ross Stores, Inc. COM 778296103 8098980 34700 SH SOLE 34700 0 0 S&P Global, Inc. COM 78409V104 3668571 9300 SH SOLE 9300 0 0 SAP SE SPONSORED ADR 803054204 5837440 28000 SH SOLE 28000 0 0 The Progressive Corporation COM 743315103 6924154 33400 SH SOLE 33400 0 0 The TJX Companies, Inc. COM 872540109 3969300 30000 SH SOLE 30000 0 0 UnitedHealth Group Incorporated COM 91324P102 7965636 21700 SH SOLE 21700 0 0 Visa Inc. - Class A COM CL A 92826C839 6396074 17800 SH SOLE 17800 0 0