The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 | 215,276 | 5,019,251 | SH | SOLE | 5,009,970 | 0 | 7,095 | ||
Autozone Inc. | COM | 053332102 | 161,705 | 135,737 | SH | SOLE | 135,454 | 0 | 190 | ||
Chipotle Mexican Grill Cl A | COM | 169656105 | 83,907 | 100,234 | SH | SOLE | 100,057 | 0 | 120 | ||
Cummins Inc | COM | 231021106 | 99,925 | 558,363 | SH | SOLE | 557,908 | 0 | 455 | ||
Deere & Co. | COM | 244199105 | 125,987 | 727,155 | SH | SOLE | 726,075 | 0 | 1,080 | ||
Expeditors International of Washington | COM | 302130109 | 91,713 | 1,175,505 | SH | SOLE | 1,174,175 | 0 | 1,330 | ||
Fastenal Co | COM | 311900104 | 112,983 | 3,057,739 | SH | SOLE | 3,053,299 | 0 | 4,440 | ||
Goldman Sachs Group Inc | COM | 38141G104 | 110,325 | 479,819 | SH | SOLE | 478,954 | 0 | 655 | ||
Mastercard Inc Class A | COM | 57636Q104 | 144,046 | 482,421 | SH | SOLE | 481,791 | 0 | 630 | ||
Moody's Corp. | COM | 615369105 | 265,551 | 1,118,532 | SH | SOLE | 1,116,712 | 0 | 1,675 | ||
NVR Inc | COM | 62944T105 | 57,770 | 15,169 | SH | SOLE | 15,148 | 0 | 21 | ||
O'Reilly Automotive Inc | COM | 67103H107 | 109,426 | 249,682 | SH | SOLE | 249,163 | 0 | 355 | ||
Ross Stores Inc | COM | 778296103 | 87,091 | 748,076 | SH | SOLE | 746,981 | 0 | 1,095 | ||
Strategic Education Inc | COM | 86272C103 | 54,221 | 341,229 | SH | SOLE | 340,773 | 0 | 456 | ||
Union Pacific Corporation | COM | 907818108 | 62,512 | 345,774 | SH | SOLE | 345,255 | 0 | 519 | ||
Visa Inc Cl A | COM | 92826C839 | 117,212 | 623,802 | SH | SOLE | 622,882 | 0 | 920 | ||
Waters Corp | COM | 941848103 | 13,783 | 58,988 | SH | SOLE | 58,988 | 0 | 0 |