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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 91,020 329,484 SH   SOLE None 329,484 0 0
Alleghany Corp Del COM 017175100 193,498 242,552 SH   SOLE None 242,552 0 0
Comcast Corp New CL A 20030N101 437,297 9,700,457 SH   SOLE None 9,700,457 0 0
Berkshire Hathaway Inc Del CL B NEW 084670702 521,501 2,506,976 SH   SOLE None 2,506,976 0 0
Becton Dickinson & Co COM 075887109 556,512 2,200,000 SH   SOLE None 2,200,000 0 0
Coca Cola Co COM 191216100 170,924 3,139,670 SH   SOLE None 3,139,670 0 0
Danaher Corporation COM 235851102 562,941 3,897,671 SH   SOLE None 3,897,671 0 0
Fiserv Inc COM 337738108 468,227 4,520,000 SH   SOLE None 4,520,000 0 0
Intuit COM 461202103 105,844 398,000 SH   SOLE None 398,000 0 0
Martin Marietta Matls Inc COM 573284106 96,424 351,785 SH   SOLE None 351,785 0 0
Microsoft Corp COM 594918104 654,518 4,707,744 SH   SOLE None 4,707,744 0 0
Wells Fargo Co New COM 949746101 149,493 2,963,784 SH   SOLE None 2,963,784 0 0
Sherwin Williams Co COM 824348106 288,785 525,188 SH   SOLE None 525,188 0 0
Texas Instrs Inc COM 882508104 100,818 780,086 SH   SOLE None 780,086 0 0
Thermo Fisher Scientific Inc COM 883556102 220,280 756,273 SH   SOLE None 756,273 0 0
Accenture PLC Ireland SHS CLASS A G1151C101 273,395 1,421,343 SH   SOLE None 1,421,343 0 0
American Tower Corp New COM 03027X100 15,141 68,471 SH   SOLE None 68,471 0 0
Intercontinental Exchange In COM 45866F104 147,970 1,603,661 SH   SOLE None 1,603,661 0 0
Waste Connections Inc COM 94106B101 325,197 3,534,746 SH   SOLE None 3,534,746 0 0
Alphabet Inc CAP STK CL C 02079K107 425,838 349,334 SH   SOLE None 349,334 0 0
American Express Co COM 025816109 298,744 2,525,737 SH   SOLE None 2,525,737 0 0
3M Co COM 88579Y101 67,843 412,668 SH   SOLE None 412,668 0 0
Cooper Cos Inc COM NEW 216648402 98,826 332,748 SH   SOLE None 332,748 0 0
The Charles Schwab Corporati COM 808513105 162,980 3,896,249 SH   SOLE None 3,896,249 0 0
EOG Res Inc COM 26875P101 319,980 4,311,240 SH   SOLE None 4,311,240 0 0
Fidelity Natl Information SV COM 31620M106 529,276 3,986,715 SH   SOLE None 3,986,715 0 0
Air Prods & Chems Inc COM 009158106 513,606 2,315,000 SH   SOLE None 2,315,000 0 0
AON PLC SHS CLA A G0408V102 104,381 539,244 SH   SOLE None 539,244 0 0
Autodesk Inc COM 052769106 346,623 2,346,803 SH   SOLE None 2,346,803 0 0
Marsh & Mclennan Cos Inc COM 571748102 203,630 2,035,287 SH   SOLE None 2,035,287 0 0
Prosperity Bancshares Inc COM 743606105 211,795 2,998,648 SH   SOLE None 2,998,648 0 0
Commerce Bancshares Inc COM 200525103 64,166 1,057,978 SH   SOLE None 1,057,978 0 0
Deere & Co COM 244199105 235,236 1,394,572 SH   SOLE None 1,394,572 0 0
Hilton Worldwide Hldgs Inc COM 43300A203 263,036 2,825,000 SH   SOLE None 2,825,000 0 0
Nasdaq Inc COM 631103108 186,281 1,875,000 SH   SOLE None 1,875,000 0 0
Agilent Technologies Inc COM 00846U101 344,835 4,500,000 SH   SOLE None 4,500,000 0 0
Agnico Eagle Mines Ltd COM 008474108 290,039 5,410,171 SH   SOLE None 5,410,171 0 0
Live Nation Entertainment In COM 538034109 433,665 6,537,000 SH   SOLE None 6,537,000 0 0
Analog Devices Inc COM 032654105 136,977 1,225,968 SH   SOLE None 1,225,968 0 0
TE Connectivity Ltd REG SHS H84989104 177,088 1,900,494 SH   SOLE None 1,900,494 0 0
T Mobile US Inc COM 872590104 265,499 3,370,554 SH   SOLE None 3,370,554 0 0
SS&C Technologies Hldgs Inc COM 78467J100 67,300 1,305,013 SH   SOLE None 1,305,013 0 0
Alcon Inc ORD SHS H01301128 72,863 1,250,000 SH   SOLE None 1,250,000 0 0
ICU Med Inc COM 44930G107 71,820 450,000 SH   SOLE None 450,000 0 0
Transunion COM 89400J107 70,971 875,000 SH   SOLE None 875,000 0 0
Disney Walt Co COM DISNEY 254687106 91,224 700,000 SH   SOLE None 700,000 0 0