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 412,994 1,500,705 SH   SOLE None 1,500,705 0 0
Berkshire Hathaway Inc Del CL B NEW 084670702 311,179 1,165,377 SH   SOLE None 1,165,377 0 0
Danaher Corporation COM 235851102 458,053 1,773,404 SH   SOLE None 1,773,404 0 0
Fiserv Inc COM 337738108 109,829 1,173,764 SH   SOLE None 1,173,764 0 0
Intuit COM 461202103 673,481 1,738,824 SH   SOLE None 1,738,824 0 0
Martin Marietta Matls Inc COM 573284106 171,066 531,111 SH   SOLE None 531,111 0 0
Microsoft Corp COM 594918104 732,501 3,145,131 SH   SOLE None 3,145,131 0 0
Sherwin Williams Co COM 824348106 216,155 1,055,702 SH   SOLE None 1,055,702 0 0
Texas Instrs Inc COM 882508104 149,526 966,054 SH   SOLE None 966,054 0 0
Thermo Fisher Scientific Inc COM 883556102 113,288 223,365 SH   SOLE None 223,365 0 0
Union Pac Corp COM 907818108 155,252 796,900 SH   SOLE None 796,900 0 0
Intercontinental Exchange In COM 45866F104 157,578 1,744,081 SH   SOLE None 1,744,081 0 0
Waste Connections Inc COM 94106B101 222,208 1,644,398 SH   SOLE None 1,644,398 0 0
Alphabet Inc CAP STK CL C 02079K107 232,912 2,422,380 SH   SOLE None 2,422,380 0 0
EOG Res Inc COM 26875P101 454,267 4,065,758 SH   SOLE None 4,065,758 0 0
Air Prods & Chems Inc COM 009158106 112,276 482,432 SH   SOLE None 482,432 0 0
Autodesk Inc COM 052769106 247,942 1,327,314 SH   SOLE None 1,327,314 0 0
Marsh & Mclennan Cos Inc COM 571748102 243,560 1,631,453 SH   SOLE None 1,631,453 0 0
Analog Devices Inc COM 032654105 297,942 2,138,240 SH   SOLE None 2,138,240 0 0
T-Mobile US Inc COM 872590104 227,288 1,694,028 SH   SOLE None 1,694,028 0 0
Cintas Corp COM 172908105 109,385 281,781 SH   SOLE None 281,781 0 0
Unitedhealth Group Inc COM 91324P102 152,115 301,194 SH   SOLE None 301,194 0 0
Amazon Com Inc COM 023135106 563,020 4,982,480 SH   SOLE None 4,982,480 0 0
S&P Global Inc COM 78409V104 281,548 922,049 SH   SOLE None 922,049 0 0
CBRE Group Inc CL A 12504L109 173,828 2,574,845 SH   SOLE None 2,574,845 0 0
Costar Group Inc COM 22160N109 369,687 5,307,777 SH   SOLE None 5,307,777 0 0
Keysight Technologies Inc COM 49338L103 182,606 1,160,437 SH   SOLE None 1,160,437 0 0
Fortive Corp COM 34959J108 62,802 1,077,214 SH   SOLE None 1,077,214 0 0
Mastercard Incorporated CL A 57636Q104 253,946 893,108 SH   SOLE None 893,108 0 0
Nordson Corp COM 655663102 56,991 268,483 SH   SOLE None 268,483 0 0
Pool Corp COM 73278L105 170,392 535,470 SH   SOLE None 535,470 0 0
TopBuild Corp COM 89055F103 436,560 2,649,352 SH   SOLE None 2,649,352 0 0
Gallagher Arthur J & Co COM 363576109 346,604 2,024,322 SH   SOLE None 2,024,322 0 0
Installed Bldg Prods Inc COM 45780R101 161,666 1,996,124 SH   SOLE None 1,996,124 0 0
Nvidia Corporation COM 67066G104 195,057 1,606,863 SH   SOLE None 1,606,863 0 0
Ferguson PLC New SHS G3421J106 348,412 3,384,941 SH   SOLE None 3,384,941 0 0
Gartner Inc COM 366651107 145,262 525,000 SH   SOLE None 525,000 0 0
Jacobs Solutions Inc COM 46982L108 263,388 2,427,765 SH   SOLE None 2,427,765 0 0
Liberty Media Corp Del COM SER C FRMLA 531229854 58,333 997,151 SH   SOLE None 997,151 0 0
Teledyne Technologies Inc COM 879360105 67,821 200,970 SH   SOLE None 200,970 0 0