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

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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
Adobe Inc COM 00724F101 74,316 328,484 SH   SOLE None 328,484 0 0
Alleghany Corp Del COM 017175100 244,732 392,627 SH   SOLE None 392,627 0 0
Comcast Corp New CL A 20030N101 354,136 10,400,457 SH   SOLE None 10,400,457 0 0
Berkshire Hathaway Inc Del CL B NEW 084670702 408,036 1,998,413 SH   SOLE None 1,998,413 0 0
Becton Dickinson & Co COM 075887109 461,906 2,050,000 SH   SOLE None 2,050,000 0 0
Coca Cola Co COM 191216100 384,846 8,127,681 SH   SOLE None 8,127,681 0 0
Danaher Corp Del COM 235851102 473,836 4,595,000 SH   SOLE None 4,595,000 0 0
Fiserv Inc COM 337738108 115,747 1,575,000 SH   SOLE None 1,575,000 0 0
Martin Marietta Matls Inc COM 573284106 144,039 838,067 SH   SOLE None 838,067 0 0
Microsoft Corp COM 594918104 636,622 6,267,817 SH   SOLE None 6,267,817 0 0
Wells Fargo Co New COM 949746101 307,777 6,679,185 SH   SOLE None 6,679,185 0 0
Sherwin Williams Co COM 824348106 291,628 741,188 SH   SOLE None 741,188 0 0
Texas Instrs Inc COM 882508104 143,592 1,519,491 SH   SOLE None 1,519,491 0 0
Thermo Fisher Scientific Inc COM 883556102 195,816 875,000 SH   SOLE None 875,000 0 0
Union Pac Corp COM 907818108 87,848 635,523 SH   SOLE None 635,523 0 0
Accenture PLC Ireland SHS CLASS A G1151C101 358,339 2,541,231 SH   SOLE None 2,541,231 0 0
American Tower Corp New COM 03027X100 26,677 168,641 SH   SOLE None 168,641 0 0
Intercontinental Exchange In COM 45866F104 115,632 1,535,002 SH   SOLE None 1,535,002 0 0
Waste Connections Inc COM 94106B101 307,288 4,138,563 SH   SOLE None 4,138,563 0 0
Alphabet Inc CAP STK CL C 02079K107 348,384 336,405 SH   SOLE None 336,405 0 0
American Express Co COM 025816109 257,175 2,698,021 SH   SOLE None 2,698,021 0 0
MSCI Inc COM 55354G100 28,607 194,041 SH   SOLE None 194,041 0 0
3M Co COM 88579Y101 312,105 1,638,000 SH   SOLE None 1,638,000 0 0
CDK Global Inc COM 12508E101 59,850 1,250,000 SH   SOLE None 1,250,000 0 0
Cooper Cos Inc COM NEW 216648402 188,011 738,748 SH   SOLE None 738,748 0 0
Schwab Charles Corp New COM 808513105 231,936 5,584,782 SH   SOLE None 5,584,782 0 0
EOG Res Inc COM 26875P101 192,292 2,204,927 SH   SOLE None 2,204,927 0 0
Fidelity Natl Information SV COM 31620M106 435,838 4,250,000 SH   SOLE None 4,250,000 0 0
Air Prods & Chems Inc COM 009158106 525,672 3,284,423 SH   SOLE None 3,284,423 0 0
AON PLC SHS CLA A G0408V102 78,385 539,244 SH   SOLE None 539,244 0 0
Autodesk Inc COM 052769106 216,940 1,686,803 SH   SOLE None 1,686,803 0 0
Marsh & Mclennan Cos Inc COM 571748102 133,427 1,673,070 SH   SOLE None 1,673,070 0 0
Schlumberger Ltd COM 806857108 101,746 2,820,000 SH   SOLE None 2,820,000 0 0
Harley Davidson Inc COM 412822108 23,374 685,061 SH   SOLE None 685,061 0 0
Prosperity Bancshares Inc COM 743606105 177,194 2,844,205 SH   SOLE None 2,844,205 0 0
Commerce Bancshares Inc COM 200525103 89,236 1,583,037 SH   SOLE None 1,583,037 0 0
Deere & Co COM 244199105 273,663 1,834,572 SH   SOLE None 1,834,572 0 0
Hilton Worldwide Hldgs Inc COM 43300A203 202,835 2,825,000 SH   SOLE None 2,825,000 0 0
Nasdaq Inc COM 631103108 152,944 1,875,000 SH   SOLE None 1,875,000 0 0
Agilent Technologies Inc COM 008460101 246,229 3,650,000 SH   SOLE None 3,650,000 0 0
Agnico Eagle Mines Ltd COM 008474108 102,838 2,545,490 SH   SOLE None 2,545,490 0 0
Live Nation Entertainment In COM 538034109 250,086 5,077,885 SH   SOLE None 5,077,885 0 0
Twenty First Centy Fox Inc CL A 90130A101 333,163 6,923,596 SH   SOLE None 6,923,596 0 0
Analog Devices Inc COM 032654105 61,227 713,354 SH   SOLE None 713,354 0 0
Mastercard Incorporated CL A 57636Q104 99,041 525,000 SH   SOLE None 525,000 0 0
TE Connectivity Ltd REG SHS H84989104 76,326 1,009,200 SH   SOLE None 1,009,200 0 0
T Mobile US Inc COM 872590104 82,537 1,297,554 SH   SOLE None 1,297,554 0 0
United Technologies Corp COM 913017109 119,790 1,125,000 SH   SOLE None 1,125,000 0 0