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 | 123,987 | 1,365,945 | SH | SOLE | 1,363,530 | 0 | 2,415 | ||
| Autozone Inc. | COM | 053332102 | 91,098 | 128,060 | SH | SOLE | 127,870 | 0 | 190 | ||
| Chipotle Mexican Grill Cl A | COM | 169656105 | 56,756 | 196,366 | SH | SOLE | 196,078 | 0 | 288 | ||
| Cummins Inc | COM | 231021106 | 98,483 | 557,537 | SH | SOLE | 557,082 | 0 | 455 | ||
| Deere & Co. | COM | 244199105 | 116,480 | 744,234 | SH | SOLE | 743,129 | 0 | 1,105 | ||
| Expeditors International of Washington | COM | 302130109 | 75,500 | 1,167,106 | SH | SOLE | 1,165,776 | 0 | 1,330 | ||
| Fastenal Co | COM | 311900104 | 84,478 | 1,544,678 | SH | SOLE | 1,542,413 | 0 | 2,265 | ||
| Goldman Sachs Group Inc | COM | 38141G104 | 121,385 | 476,469 | SH | SOLE | 475,799 | 0 | 670 | ||
| Mastercard Inc Class A | COM | 57636Q104 | 75,986 | 502,023 | SH | SOLE | 501,378 | 0 | 645 | ||
| Moody's Corp. | COM | 615369105 | 171,317 | 1,160,606 | SH | SOLE | 1,158,891 | 0 | 1,715 | ||
| NVR Inc | COM | 62944T105 | 51,360 | 14,640 | SH | SOLE | 14,619 | 0 | 21 | ||
| O'Reilly Automotive Inc | COM | 67103H107 | 56,280 | 233,974 | SH | SOLE | 233,619 | 0 | 355 | ||
| Ross Stores Inc | COM | 778296103 | 61,109 | 761,485 | SH | SOLE | 760,390 | 0 | 1,095 | ||
| Strayer Education Inc | COM | 863236105 | 48,654 | 543,139 | SH | SOLE | 542,396 | 0 | 743 | ||
| US Bancorp | COM | 902973304 | 53,216 | 993,197 | SH | SOLE | 991,972 | 0 | 1,225 | ||
| Union Pacific Corporation | COM | 907818108 | 83,418 | 622,057 | SH | SOLE | 620,972 | 0 | 1,085 | ||
| Visa Inc Cl A | COM | 92826C839 | 72,754 | 638,084 | SH | SOLE | 637,144 | 0 | 940 | ||
| Waters Corp | COM | 941848103 | 19,484 | 100,852 | SH | SOLE | 100,852 | 0 | 0 | ||
| YUM! Brands Inc | COM | 988498101 | 68,321 | 837,171 | SH | SOLE | 835,149 | 0 | 2,022 | ||