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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Berkshire Hathaway Inc Del CL B NEW 084670702   362,881,634 1,175,249 SH   SOLE None 1,175,249 0 0
Danaher Corporation COM 235851102   151,767,650 602,157 SH   SOLE None 602,157 0 0
Intuit COM 461202103   233,265,389 523,216 SH   SOLE None 523,216 0 0
Martin Marietta Matls Inc COM 573284106   280,409,700 789,753 SH   SOLE None 789,753 0 0
Microsoft Corp COM 594918104   544,440,135 1,888,450 SH   SOLE None 1,888,450 0 0
Sherwin Williams Co COM 824348106   206,270,530 917,696 SH   SOLE None 917,696 0 0
Texas Instrs Inc COM 882508104   110,504,263 594,077 SH   SOLE None 594,077 0 0
Thermo Fisher Scientific Inc COM 883556102   169,206,094 293,572 SH   SOLE None 293,572 0 0
Union Pac Corp COM 907818108   138,353,772 687,438 SH   SOLE None 687,438 0 0
Intercontinental Exchange In COM 45866F104   204,577,037 1,961,617 SH   SOLE None 1,961,617 0 0
Waste Connections Inc COM 94106B101   223,844,291 1,609,580 SH   SOLE None 1,609,580 0 0
Alphabet Inc CAP STK CL C 02079K107   168,593,360 1,621,090 SH   SOLE None 1,621,090 0 0
Schwab Charles Corp COM 808513105   109,370,592 2,088,022 SH   SOLE None 2,088,022 0 0
EOG Res Inc COM 26875P101   357,029,234 3,114,623 SH   SOLE None 3,114,623 0 0
Air Prods & Chems Inc COM 009158106   127,460,639 443,789 SH   SOLE None 443,789 0 0
Autodesk Inc COM 052769106   156,984,488 754,153 SH   SOLE None 754,153 0 0
Marsh & Mclennan Cos Inc COM 571748102   196,612,442 1,180,501 SH   SOLE None 1,180,501 0 0
Analog Devices Inc COM 032654105   188,721,199 956,907 SH   SOLE None 956,907 0 0
T-Mobile US Inc COM 872590104   211,659,472 1,461,333 SH   SOLE None 1,461,333 0 0
Cintas Corp COM 172908105   84,890,676 183,476 SH   SOLE None 183,476 0 0
Unitedhealth Group Inc COM 91324P102   140,493,446 297,284 SH   SOLE None 297,284 0 0
S&P Global Inc COM 78409V104   274,227,645 795,393 SH   SOLE None 795,393 0 0
CBRE Group Inc CL A 12504L109   186,442,892 2,560,677 SH   SOLE None 2,560,677 0 0
Costar Group Inc COM 22160N109   164,009,375 2,382,126 SH   SOLE None 2,382,126 0 0
Keysight Technologies Inc COM 49338L103   142,425,844 882,003 SH   SOLE None 882,003 0 0
Tractor Supply Co COM 892356106   64,547,860 274,625 SH   SOLE None 274,625 0 0
Fortive Corp COM 34959J108   63,346,700 929,246 SH   SOLE None 929,246 0 0
Mastercard Incorporated CL A 57636Q104   318,007,372 875,065 SH   SOLE None 875,065 0 0
Nordson Corp COM 655663102   51,475,861 231,602 SH   SOLE None 231,602 0 0
Pool Corp COM 73278L105   158,178,857 461,917 SH   SOLE None 461,917 0 0
TopBuild Corp COM 89055F103   313,183,263 1,504,676 SH   SOLE None 1,504,676 0 0
Gallagher Arthur J & Co COM 363576109   292,068,003 1,526,674 SH   SOLE None 1,526,674 0 0
Installed Bldg Prods Inc COM 45780R101   100,954,636 885,334 SH   SOLE None 885,334 0 0
Nvidia Corporation COM 67066G104   251,205,188 904,364 SH   SOLE None 904,364 0 0
Ferguson PLC New SHS G3421J106   233,729,730 1,747,512 SH   SOLE None 1,747,512 0 0
Gartner Inc COM 366651107   179,494,383 550,985 SH   SOLE None 550,985 0 0
Jacobs Solutions Inc COM 46982L108   199,645,260 1,698,964 SH   SOLE None 1,698,964 0 0
Liberty Media Corp Del COM SER C FRMLA 531229854   127,817,347 1,708,103 SH   SOLE None 1,708,103 0 0
Teledyne Technologies Inc COM 879360105   172,421,939 385,421 SH   SOLE None 385,421 0 0
Aecom COM 00766T100   139,781,396 1,657,749 SH   SOLE None 1,657,749 0 0
Airbnb Inc COM CL A 009066101   131,007,257 1,053,113 SH   SOLE None 1,053,113 0 0
Canadian Natl Ry Co COM 136375102   73,570,929 623,641 SH   SOLE None 623,641 0 0
Conocophillips COM 20825C104   163,960,498 1,652,661 SH   SOLE None 1,652,661 0 0
Royal Gold Inc COM 780287108   181,078,014 1,396,022 SH   SOLE None 1,396,022 0 0
United Rentals Inc COM 911363109   143,842,930 363,460 SH   SOLE None 363,460 0 0
West Pharmaceutical Svsc Inc COM 955306105   102,915,449 297,040 SH   SOLE None 297,040 0 0
Accenture PLC Ireland SHS CLASS A G1151C101   207,212,250 725,000 SH   SOLE None 725,000 0 0
Alcon AG ORD SHS H01301128   84,355,330 1,195,851 SH   SOLE None 1,195,851 0 0
CDW Corp COM 12514G108   123,975,571 636,131 SH   SOLE None 636,131 0 0
Costco Whsl Corp New COM 22160K105   40,789,549 82,093 SH   SOLE None 82,093 0 0
Hilton Worldwide Hldgs Inc COM 43300A203   58,752,087 417,066 SH   SOLE None 417,066 0 0
Lululemon Athletica Inc COM 550021109   56,932,002 156,325 SH   SOLE None 156,325 0 0
Microchip Technology Inc. COM 595017104   76,136,080 908,762 SH   SOLE None 908,762 0 0
Steris PLC SHS USD G8473T100   100,756,166 526,747 SH   SOLE None 526,747 0 0
Grainger W W Inc COM 384802104   63,231,380 91,798 SH   SOLE None 91,798 0 0
Zoetis Inc CL A 98978V103   62,447,955 375,198 SH   SOLE None 375,198 0 0