The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | 74,213 | 278,484 | SH | SOLE | None | 278,484 | 0 | 0 | |
| Alleghany Corp Del | COM | 017175100 | 179,541 | 293,176 | SH | SOLE | None | 293,176 | 0 | 0 | |
| Comcast Corp New | CL A | 20030N101 | 415,810 | 10,400,457 | SH | SOLE | None | 10,400,457 | 0 | 0 | |
| Berkshire Hathaway Inc Del | CL B NEW | 084670702 | 434,503 | 2,162,892 | SH | SOLE | None | 2,162,892 | 0 | 0 | |
| Becton Dickinson & Co | COM | 075887109 | 511,947 | 2,050,000 | SH | SOLE | None | 2,050,000 | 0 | 0 | |
| Coca Cola Co | COM | 191216100 | 281,516 | 6,007,599 | SH | SOLE | None | 6,007,599 | 0 | 0 | |
| Danaher Corporation | COM | 235851102 | 611,913 | 4,635,000 | SH | SOLE | None | 4,635,000 | 0 | 0 | |
| Fiserv Inc | COM | 337738108 | 339,878 | 3,850,000 | SH | SOLE | None | 3,850,000 | 0 | 0 | |
| Martin Marietta Matls Inc | COM | 573284106 | 168,602 | 838,067 | SH | SOLE | None | 838,067 | 0 | 0 | |
| Microsoft Corp | COM | 594918104 | 599,459 | 5,082,744 | SH | SOLE | None | 5,082,744 | 0 | 0 | |
| Wells Fargo Co New | COM | 949746101 | 291,965 | 6,042,330 | SH | SOLE | None | 6,042,330 | 0 | 0 | |
| Sherwin Williams Co | COM | 824348106 | 284,780 | 661,188 | SH | SOLE | None | 661,188 | 0 | 0 | |
| Texas Instrs Inc | COM | 882508104 | 52,750 | 497,313 | SH | SOLE | None | 497,313 | 0 | 0 | |
| Thermo Fisher Scientific Inc | COM | 883556102 | 239,505 | 875,000 | SH | SOLE | None | 875,000 | 0 | 0 | |
| Union Pac Corp | COM | 907818108 | 15,180 | 90,791 | SH | SOLE | None | 90,791 | 0 | 0 | |
| Accenture PLC Ireland | SHS CLASS A | G1151C101 | 376,461 | 2,138,738 | SH | SOLE | None | 2,138,738 | 0 | 0 | |
| American Tower Corp New | COM | 03027X100 | 13,493 | 68,471 | SH | SOLE | None | 68,471 | 0 | 0 | |
| Intercontinental Exchange In | COM | 45866F104 | 151,252 | 1,986,497 | SH | SOLE | None | 1,986,497 | 0 | 0 | |
| Waste Connections Inc | COM | 94106B101 | 332,308 | 3,751,078 | SH | SOLE | None | 3,751,078 | 0 | 0 | |
| Alphabet Inc | CAP STK CL C | 02079K107 | 394,707 | 336,405 | SH | SOLE | None | 336,405 | 0 | 0 | |
| American Express Co | COM | 025816109 | 368,021 | 3,367,074 | SH | SOLE | None | 3,367,074 | 0 | 0 | |
| MSCI Inc | COM | 55354G100 | 38,583 | 194,041 | SH | SOLE | None | 194,041 | 0 | 0 | |
| 3M Co | COM | 88579Y101 | 240,194 | 1,156,000 | SH | SOLE | None | 1,156,000 | 0 | 0 | |
| Cooper Cos Inc | COM NEW | 216648402 | 181,478 | 612,748 | SH | SOLE | None | 612,748 | 0 | 0 | |
| The Charles Schwab Corporati | COM | 808513105 | 210,421 | 4,920,982 | SH | SOLE | None | 4,920,982 | 0 | 0 | |
| EOG Res Inc | COM | 26875P101 | 279,700 | 2,938,638 | SH | SOLE | None | 2,938,638 | 0 | 0 | |
| Fidelity Natl Information SV | COM | 31620M106 | 480,675 | 4,250,000 | SH | SOLE | None | 4,250,000 | 0 | 0 | |
| Air Prods & Chems Inc | COM | 009158106 | 531,235 | 2,781,918 | SH | SOLE | None | 2,781,918 | 0 | 0 | |
| AON PLC | SHS CLA A | G0408V102 | 92,049 | 539,244 | SH | SOLE | None | 539,244 | 0 | 0 | |
| Autodesk Inc | COM | 052769106 | 262,838 | 1,686,803 | SH | SOLE | None | 1,686,803 | 0 | 0 | |
| Marsh & Mclennan Cos Inc | COM | 571748102 | 157,101 | 1,673,070 | SH | SOLE | None | 1,673,070 | 0 | 0 | |
| Prosperity Bancshares Inc | COM | 743606105 | 162,632 | 2,354,941 | SH | SOLE | None | 2,354,941 | 0 | 0 | |
| Commerce Bancshares Inc | COM | 200525103 | 61,426 | 1,057,978 | SH | SOLE | None | 1,057,978 | 0 | 0 | |
| Deere & Co | COM | 244199105 | 293,238 | 1,834,572 | SH | SOLE | None | 1,834,572 | 0 | 0 | |
| Hilton Worldwide Hldgs Inc | COM | 43300A203 | 234,786 | 2,825,000 | SH | SOLE | None | 2,825,000 | 0 | 0 | |
| Nasdaq Inc | COM | 631103108 | 164,044 | 1,875,000 | SH | SOLE | None | 1,875,000 | 0 | 0 | |
| Agilent Technologies Inc | COM | 00846U101 | 238,067 | 2,961,766 | SH | SOLE | None | 2,961,766 | 0 | 0 | |
| Agnico Eagle Mines Ltd | COM | 008474108 | 110,729 | 2,545,490 | SH | SOLE | None | 2,545,490 | 0 | 0 | |
| Live Nation Entertainment In | COM | 538034109 | 357,596 | 5,627,885 | SH | SOLE | None | 5,627,885 | 0 | 0 | |
| Analog Devices Inc | COM | 032654105 | 174,773 | 1,660,237 | SH | SOLE | None | 1,660,237 | 0 | 0 | |
| Mastercard Inc | CL A | 57636Q104 | 82,408 | 350,000 | SH | SOLE | None | 350,000 | 0 | 0 | |
| TE Connectivity Ltd | REG SHS | H84989104 | 102,189 | 1,265,494 | SH | SOLE | None | 1,265,494 | 0 | 0 | |
| T Mobile US Inc | COM | 872590104 | 71,695 | 1,037,554 | SH | SOLE | None | 1,037,554 | 0 | 0 | |
| United Technologies Corp | COM | 913017109 | 145,001 | 1,125,000 | SH | SOLE | None | 1,125,000 | 0 | 0 | |
| SS&C Technologies Hldgs Inc | COM | 78467J100 | 74,597 | 1,171,244 | SH | SOLE | None | 1,171,244 | 0 | 0 | |