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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| Arch Capital Group Ltd | COM | G0450A105 | 136,478 | 1,385,568 | SH | SOLE | 1,383,153 | 0 | 2,415 | ||
| Autozone Inc. | COM | 053332102 | 77,181 | 129,692 | SH | SOLE | 129,502 | 0 | 190 | ||
| Chipotle Mexican Grill Cl A | COM | 169656105 | 60,824 | 197,591 | SH | SOLE | 197,303 | 0 | 288 | ||
| Cummins Inc | COM | 231021106 | 95,060 | 565,735 | SH | SOLE | 565,280 | 0 | 455 | ||
| Deere & Co. | COM | 244199105 | 95,026 | 756,633 | SH | SOLE | 755,528 | 0 | 1,105 | ||
| Expeditors International of Washington | COM | 302130109 | 70,712 | 1,181,282 | SH | SOLE | 1,179,952 | 0 | 1,330 | ||
| Fastenal Co | COM | 311900104 | 71,493 | 1,568,518 | SH | SOLE | 1,566,253 | 0 | 2,265 | ||
| Goldman Sachs Group Inc | COM | 38141G104 | 114,572 | 483,040 | SH | SOLE | 482,370 | 0 | 670 | ||
| Mastercard Inc Class A | COM | 57636Q104 | 72,132 | 510,847 | SH | SOLE | 510,202 | 0 | 645 | ||
| Moody's Corp. | COM | 615369105 | 164,215 | 1,179,617 | SH | SOLE | 1,177,902 | 0 | 1,715 | ||
| NVR Inc. | COM | 62944T105 | 122,819 | 43,019 | SH | SOLE | 42,935 | 0 | 84 | ||
| O'Reilly Automotive Inc | COM | 67103H107 | 50,729 | 235,543 | SH | SOLE | 235,188 | 0 | 355 | ||
| Ross Stores Inc | COM | 778296103 | 49,498 | 766,572 | SH | SOLE | 765,477 | 0 | 1,095 | ||
| Strayer Education Inc | COM | 863236105 | 48,084 | 550,978 | SH | SOLE | 550,235 | 0 | 743 | ||
| US Bancorp | COM | 902973304 | 56,025 | 1,045,429 | SH | SOLE | 1,044,204 | 0 | 1,225 | ||
| Union Pacific Corporation | COM | 907818108 | 72,935 | 628,914 | SH | SOLE | 627,829 | 0 | 1,085 | ||
| Visa Inc Cl A | COM | 92826C839 | 68,205 | 648,088 | SH | SOLE | 647,148 | 0 | 940 | ||
| Waters Corp | COM | 941848103 | 18,327 | 102,090 | SH | SOLE | 102,090 | 0 | 0 | ||
| YUM! Brands Inc | COM | 988498101 | 62,965 | 855,380 | SH | SOLE | 853,358 | 0 | 2,022 | ||