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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| SPDR Ser Tr | Bloomberg 1-3 Mo | 78468R663 | 2,952,748 | 32,158 | SH | SOLE | 32,158 | 0 | 0 | |||
| Vanguard Scottsdale Fds | Short Term Treas | 92206C102 | 2,522,974 | 43,703 | SH | SOLE | 43,703 | 0 | 0 | |||
| Wisdomtree Tr | Floating Rat Trea | 97717Y527 | 338,704 | 6,731 | SH | SOLE | 6,731 | 0 | 0 | |||
| Arch Capital Group Ltd | COM | G0450A105 | 435,749,529 | 5,821,637 | SH | SOLE | 5,005,503 | 0 | 816,134 | |||
| AutoZone Inc. | COM | 053332102 | 360,701,924 | 144,665 | SH | SOLE | 123,150 | 0 | 21,515 | |||
| Cummins Inc | COM | 231021106 | 219,509,568 | 895,373 | SH | SOLE | 762,036 | 0 | 133,337 | |||
| Discover Financial Services | COM | 254709108 | 122,295,327 | 1,046,601 | SH | SOLE | 954,452 | 0 | 92,149 | |||
| Domino's Pizza Inc | COM | 25754A201 | 209,775,992 | 622,499 | SH | SOLE | 553,720 | 0 | 68,779 | |||
| Expeditors International of Wa | COM | 302130109 | 190,223,128 | 1,570,405 | SH | SOLE | 1,355,226 | 0 | 215,179 | |||
| Fastenal Co | COM | 311900104 | 100,459,872 | 1,702,998 | SH | SOLE | 1,418,839 | 0 | 284,159 | |||
| Goldman Sachs Group Inc | COM | 38141G104 | 255,908,839 | 793,417 | SH | SOLE | 690,739 | 0 | 102,678 | |||
| Mastercard Inc Class A | COM | 57636Q104 | 185,416,731 | 471,438 | SH | SOLE | 387,265 | 0 | 84,173 | |||
| Moody's Corp. | COM | 615369105 | 155,463,092 | 447,093 | SH | SOLE | 390,611 | 0 | 56,482 | |||
| NVR Inc | COM | 62944T105 | 180,859,307 | 28,479 | SH | SOLE | 24,855 | 0 | 3,624 | |||
| O'Reilly Automotive Inc | COM | 67103H107 | 246,145,464 | 257,663 | SH | SOLE | 217,247 | 0 | 40,416 | |||
| Progressive Corp | COM | 743315103 | 147,976,709 | 1,117,902 | SH | SOLE | 969,171 | 0 | 148,731 | |||
| Ross Stores Inc | COM | 778296103 | 379,195,455 | 3,381,748 | SH | SOLE | 2,982,948 | 0 | 398,800 | |||
| Strategic Education Inc | COM | 86272C103 | 138,266,926 | 2,038,133 | SH | SOLE | 1,776,982 | 0 | 261,151 | |||
| TJX Companies Inc | COM | 872540109 | 261,951,420 | 3,089,414 | SH | SOLE | 2,696,318 | 0 | 393,096 | |||
| Union Pacific Corporation | COM | 907818108 | 61,817,855 | 302,111 | SH | SOLE | 254,080 | 0 | 48,031 | |||
| Visa Inc Cl A | COM | 92826C839 | 189,891,765 | 799,612 | SH | SOLE | 678,544 | 0 | 121,068 | |||