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 |
| Adobe Inc | COM | 00724F101 | 108,667 | 329,484 | SH | SOLE | None | 329,484 | 0 | 0 | |
| Alleghany Corp Del | COM | 017175100 | 193,937 | 242,552 | SH | SOLE | None | 242,552 | 0 | 0 | |
| Comcast Corp New | CL A | 20030N101 | 496,040 | 11,030,457 | SH | SOLE | None | 11,030,457 | 0 | 0 | |
| Berkshire Hathaway Inc Del | CL B NEW | 084670702 | 567,830 | 2,506,976 | SH | SOLE | None | 2,506,976 | 0 | 0 | |
| Becton Dickinson & Co | COM | 075887109 | 659,527 | 2,425,000 | SH | SOLE | None | 2,425,000 | 0 | 0 | |
| Coca Cola Co | COM | 191216100 | 173,781 | 3,139,670 | SH | SOLE | None | 3,139,670 | 0 | 0 | |
| Danaher Corporation | COM | 235851102 | 542,759 | 3,536,350 | SH | SOLE | None | 3,536,350 | 0 | 0 | |
| Fiserv Inc | COM | 337738108 | 537,680 | 4,650,000 | SH | SOLE | None | 4,650,000 | 0 | 0 | |
| Intuit | COM | 461202103 | 368,480 | 1,406,788 | SH | SOLE | None | 1,406,788 | 0 | 0 | |
| Martin Marietta Matls Inc | COM | 573284106 | 76,381 | 273,141 | SH | SOLE | None | 273,141 | 0 | 0 | |
| Microsoft Corp | COM | 594918104 | 742,411 | 4,707,744 | SH | SOLE | None | 4,707,744 | 0 | 0 | |
| Wells Fargo Co New | COM | 949746101 | 159,452 | 2,963,784 | SH | SOLE | None | 2,963,784 | 0 | 0 | |
| Sherwin Williams Co | COM | 824348106 | 270,872 | 464,188 | SH | SOLE | None | 464,188 | 0 | 0 | |
| Texas Instrs Inc | COM | 882508104 | 100,077 | 780,086 | SH | SOLE | None | 780,086 | 0 | 0 | |
| Thermo Fisher Scientific Inc | COM | 883556102 | 245,690 | 756,273 | SH | SOLE | None | 756,273 | 0 | 0 | |
| Union Pac Corp | COM | 907818108 | 82,263 | 455,021 | SH | SOLE | None | 455,021 | 0 | 0 | |
| Accenture PLC Ireland | SHS CLASS A | G1151C101 | 183,314 | 870,563 | SH | SOLE | None | 870,563 | 0 | 0 | |
| Intercontinental Exchange In | COM | 45866F104 | 148,419 | 1,603,661 | SH | SOLE | None | 1,603,661 | 0 | 0 | |
| Waste Connections Inc | COM | 94106B101 | 342,715 | 3,774,807 | SH | SOLE | None | 3,774,807 | 0 | 0 | |
| Alphabet Inc | CAP STK CL C | 02079K107 | 467,067 | 349,334 | SH | SOLE | None | 349,334 | 0 | 0 | |
| American Express Co | COM | 025816109 | 314,429 | 2,525,737 | SH | SOLE | None | 2,525,737 | 0 | 0 | |
| Cooper Cos Inc | COM NEW | 216648402 | 106,909 | 332,748 | SH | SOLE | None | 332,748 | 0 | 0 | |
| The Charles Schwab Corporati | COM | 808513105 | 221,097 | 4,648,795 | SH | SOLE | None | 4,648,795 | 0 | 0 | |
| EOG Res Inc | COM | 26875P101 | 404,020 | 4,823,542 | SH | SOLE | None | 4,823,542 | 0 | 0 | |
| Fidelity Natl Information SV | COM | 31620M106 | 554,512 | 3,986,715 | SH | SOLE | None | 3,986,715 | 0 | 0 | |
| Air Prods & Chems Inc | COM | 009158106 | 545,177 | 2,320,000 | SH | SOLE | None | 2,320,000 | 0 | 0 | |
| AON PLC | SHS CLA A | G0408V102 | 112,319 | 539,244 | SH | SOLE | None | 539,244 | 0 | 0 | |
| Autodesk Inc | COM | 052769106 | 306,159 | 1,668,803 | SH | SOLE | None | 1,668,803 | 0 | 0 | |
| Marsh & Mclennan Cos Inc | COM | 571748102 | 226,751 | 2,035,287 | SH | SOLE | None | 2,035,287 | 0 | 0 | |
| Prosperity Bancshares Inc | COM | 743606105 | 215,573 | 2,998,648 | SH | SOLE | None | 2,998,648 | 0 | 0 | |
| Commerce Bancshares Inc | COM | 200525103 | 75,473 | 1,110,876 | SH | SOLE | None | 1,110,876 | 0 | 0 | |
| Deere & Co | COM | 244199105 | 241,624 | 1,394,572 | SH | SOLE | None | 1,394,572 | 0 | 0 | |
| Hilton Worldwide Hldgs Inc | COM | 43300A203 | 318,866 | 2,875,000 | SH | SOLE | None | 2,875,000 | 0 | 0 | |
| Nasdaq Inc | COM | 631103108 | 200,813 | 1,875,000 | SH | SOLE | None | 1,875,000 | 0 | 0 | |
| Agilent Technologies Inc | COM | 00846U101 | 383,895 | 4,500,000 | SH | SOLE | None | 4,500,000 | 0 | 0 | |
| Agnico Eagle Mines Ltd | COM | 008474108 | 218,076 | 3,539,621 | SH | SOLE | None | 3,539,621 | 0 | 0 | |
| Live Nation Entertainment In | COM | 538034109 | 539,741 | 7,552,000 | SH | SOLE | None | 7,552,000 | 0 | 0 | |
| Analog Devices Inc | COM | 032654105 | 145,694 | 1,225,968 | SH | SOLE | None | 1,225,968 | 0 | 0 | |
| TE Connectivity Ltd | REG SHS | H84989104 | 182,143 | 1,900,494 | SH | SOLE | None | 1,900,494 | 0 | 0 | |
| T Mobile US Inc | COM | 872590104 | 115,321 | 1,470,554 | SH | SOLE | None | 1,470,554 | 0 | 0 | |
| SS&C Technologies Hldgs Inc | COM | 78467J100 | 80,128 | 1,305,013 | SH | SOLE | None | 1,305,013 | 0 | 0 | |
| Alcon Inc | ORD SHS | H01301128 | 145,668 | 2,575,000 | SH | SOLE | None | 2,575,000 | 0 | 0 | |
| ICU Med Inc | COM | 44930G107 | 84,204 | 450,000 | SH | SOLE | None | 450,000 | 0 | 0 | |
| Transunion | COM | 89400J107 | 74,909 | 875,000 | SH | SOLE | None | 875,000 | 0 | 0 | |
| Disney Walt Co | COM Disney | 254687106 | 99,528 | 688,157 | SH | SOLE | None | 688,157 | 0 | 0 | |
| Anthem Inc | COM | 036752103 | 22,652 | 75,000 | SH | SOLE | None | 75,000 | 0 | 0 | |
| Cintas Corp | COM | 172908105 | 37,940 | 141,000 | SH | SOLE | None | 141,000 | 0 | 0 | |
| Envista Hldgs Corp | COM | 29415F104 | 17,965 | 606,093 | SH | SOLE | None | 606,093 | 0 | 0 | |
| Idex Corp | COM | 45167R104 | 79,120 | 460,000 | SH | SOLE | None | 460,000 | 0 | 0 | |
| Jacobs Engr Group Inc | COM | 469814107 | 78,601 | 875,000 | SH | SOLE | None | 875,000 | 0 | 0 | |
| Mcdonalds Corp | COM | 580135101 | 76,080 | 385,000 | SH | SOLE | None | 385,000 | 0 | 0 | |
| Unitedhealth Group Inc | COM | 91324P102 | 73,495 | 250,000 | SH | SOLE | None | 250,000 | 0 | 0 | |