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 Systems Incorporated COM 00724F101 503,914 1,105,997 SH   SOLE None 1,105,997 0 0
Berkshire Hathaway Inc Del CL B NEW 084670702 176,289 499,531 SH   SOLE None 499,531 0 0
Danaher Corporation COM 235851102 640,869 2,184,805 SH   SOLE None 2,184,805 0 0
Fiserv Inc COM 337738108 180,038 1,775,521 SH   SOLE None 1,775,521 0 0
Home Depot Inc COM 437076102 144,273 481,987 SH   SOLE None 481,987 0 0
Intuit COM 461202103 700,796 1,457,442 SH   SOLE None 1,457,442 0 0
Martin Marietta Matls Inc COM 573284106 172,323 447,719 SH   SOLE None 447,719 0 0
Microsoft Corp COM 594918104 1,023,904 3,321,021 SH   SOLE None 3,321,021 0 0
Sherwin Williams Co COM 824348106 371,131 1,486,784 SH   SOLE None 1,486,784 0 0
Texas Instrs Inc COM 882508104 178,104 970,698 SH   SOLE None 970,698 0 0
Thermo Fisher Scientific Inc COM 883556102 212,115 359,121 SH   SOLE None 359,121 0 0
Union Pac Corp COM 907818108 218,768 800,731 SH   SOLE None 800,731 0 0
Intercontinental Exchange In COM 45866F104 183,548 1,389,252 SH   SOLE None 1,389,252 0 0
Waste Connections Inc COM 94106B101 346,094 2,477,408 SH   SOLE None 2,477,408 0 0
Alphabet Inc CAP STK CL C 02079K107 746,577 267,304 SH   SOLE None 267,304 0 0
EOG Res Inc COM 26875P101 373,722 3,134,460 SH   SOLE None 3,134,460 0 0
Air Prods & Chems Inc COM 009158106 171,090 684,608 SH   SOLE None 684,608 0 0
Autodesk Inc COM 052769106 738,275 3,444,249 SH   SOLE None 3,444,249 0 0
Marsh & Mclennan Cos Inc COM 571748102 313,159 1,837,573 SH   SOLE None 1,837,573 0 0
Analog Devices Inc COM 032654105 354,893 2,148,520 SH   SOLE None 2,148,520 0 0
T-Mobile US Inc COM 872590104 282,267 2,199,196 SH   SOLE None 2,199,196 0 0
Alcon AG ORD SHS H01301128 113,562 1,431,520 SH   SOLE None 1,431,520 0 0
Cintas Corp COM 172908105 120,443 283,136 SH   SOLE None 283,136 0 0
Jacobs Engr Group Inc COM 469814107 336,179 2,439,437 SH   SOLE None 2,439,437 0 0
Mcdonalds Corp COM 580135101 74,979 303,214 SH   SOLE None 303,214 0 0
Unitedhealth Group Inc COM 91324P102 348,508 683,390 SH   SOLE None 683,390 0 0
Amazon Com Inc COM 023135106 723,530 221,945 SH   SOLE None 221,945 0 0
S&P Global Inc COM 78409V104 435,925 1,062,766 SH   SOLE None 1,062,766 0 0
CBRE Group Inc CL A 12504L109 255,542 2,792,201 SH   SOLE None 2,792,201 0 0
Costar Group Inc COM 22160N109 386,533 5,802,931 SH   SOLE None 5,802,931 0 0
Charter Communications Inc N CL A 16119P108 149,488 274,028 SH   SOLE None 274,028 0 0
Keysight Technologies Inc COM 49338L103 141,362 894,865 SH   SOLE None 894,865 0 0
Fortive Corp COM 34959J108 128,607 2,110,734 SH   SOLE None 2,110,734 0 0
Mastercard Incorporated CL A 57636Q104 320,714 897,402 SH   SOLE None 897,402 0 0
MSCI Inc COM 55354G100 94,488 187,893 SH   SOLE None 187,893 0 0
Nordson Corp COM 655663102 73,315 322,861 SH   SOLE None 322,861 0 0
Pool Corp COM 73278L105 227,512 538,044 SH   SOLE None 538,044 0 0
TopBuild Corp COM 89055F103 482,876 2,662,089 SH   SOLE None 2,662,089 0 0
Gallagher Arthur J & Co COM 363576109 482,631 2,764,212 SH   SOLE None 2,764,212 0 0
Installed Bldg Prods Inc COM 45780R101 169,463 2,005,720 SH   SOLE None 2,005,720 0 0
Ross Stores Inc COM 778296103 44,953 496,942 SH   SOLE None 496,942 0 0
Nvidia Corporation COM 67066G104 99,487 364,608 SH   SOLE None 364,608 0 0