The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
Alleghany Corp Del COM 017175100 147,516 301,582 SH   SOLE None 301,582 0 0
Comcast Corp New CL A 20030N101 389,611 9,995,158 SH   SOLE None 9,995,158 0 0
Berkshire Hathaway Inc Del CL B NEW 084670702 510,716 2,860,993 SH   SOLE None 2,860,993 0 0
Becton Dickinson & Co COM 075887109 518,020 2,165,000 SH   SOLE None 2,165,000 0 0
Danaher Corporation COM 235851102 489,819 2,770,000 SH   SOLE None 2,770,000 0 0
Fiserv Inc COM 337738108 524,708 5,375,000 SH   SOLE None 5,375,000 0 0
Home Depot Inc COM 437076102 112,298 448,278 SH   SOLE None 448,278 0 0
Intuit COM 461202103 638,606 2,156,069 SH   SOLE None 2,156,069 0 0
Martin Marietta Matls Inc COM 573284106 99,432 481,348 SH   SOLE None 481,348 0 0
Microsoft Corp COM 594918104 941,182 4,624,744 SH   SOLE None 4,624,744 0 0
Sherwin Williams Co COM 824348106 212,603 367,920 SH   SOLE None 367,920 0 0
Texas Instrs Inc COM 882508104 175,205 1,379,894 SH   SOLE None 1,379,894 0 0
Thermo Fisher Scientific Inc COM 883556102 235,521 650,000 SH   SOLE None 650,000 0 0
Union Pac Corp COM 907818108 38,465 227,510 SH   SOLE None 227,510 0 0
Intercontinental Exchange In COM 45866F104 170,109 1,857,081 SH   SOLE None 1,857,081 0 0
Waste Connections Inc COM 94106B101 341,913 3,645,521 SH   SOLE None 3,645,521 0 0
Alphabet Inc CAP STK CL C 02079K107 350,551 247,983 SH   SOLE None 247,983 0 0
Cooper Cos Inc COM NEW 216648402 63,180 222,748 SH   SOLE None 222,748 0 0
Schwab Charles Corp COM 808513105 195,556 5,795,969 SH   SOLE None 5,795,969 0 0
EOG Res Inc COM 26875P101 170,395 3,363,492 SH   SOLE None 3,363,492 0 0
Fidelity Natl Information SV COM 31620M106 569,883 4,250,000 SH   SOLE None 4,250,000 0 0
Air Prods & Chems Inc COM 009158106 583,788 2,417,742 SH   SOLE None 2,417,742 0 0
Autodesk Inc COM 052769106 467,970 1,956,477 SH   SOLE None 1,956,477 0 0
Marsh & Mclennan Cos Inc COM 571748102 291,730 2,717,050 SH   SOLE None 2,717,050 0 0
Deere & Co COM 244199105 108,366 689,572 SH   SOLE None 689,572 0 0
Nasdaq Inc COM 631103108 207,332 1,735,431 SH   SOLE None 1,735,431 0 0
Agilent Technologies Inc COM 00846U101 364,526 4,125,000 SH   SOLE None 4,125,000 0 0
Agnico Eagle Mines Ltd COM 008474108 174,655 2,726,424 SH   SOLE None 2,726,424 0 0
Analog Devices Inc COM 032654105 108,940 888,294 SH   SOLE None 888,294 0 0
TE Connectivity Ltd REG SHS H84989104 36,959 453,211 SH   SOLE None 453,211 0 0
T Mobile US Inc COM 872590104 743,099 7,134,890 SH   SOLE None 7,134,890 0 0
Alcon AG ORD SHS H01301128 147,599 2,575,000 SH   SOLE None 2,575,000 0 0
ICU Med Inc COM 44930G107 82,940 450,000 SH   SOLE None 450,000 0 0
Transunion COM 89400J107 115,328 1,325,000 SH   SOLE None 1,325,000 0 0
Anthem Inc COM 036752103 29,585 112,500 SH   SOLE None 112,500 0 0
Cintas Corp COM 172908105 221,613 832,005 SH   SOLE None 832,005 0 0
Idex Corp COM 45167R104 37,139 235,000 SH   SOLE None 235,000 0 0
Jacobs Engr Group Inc COM 469814107 146,280 1,725,000 SH   SOLE None 1,725,000 0 0
Mcdonalds Corp COM 580135101 373,552 2,025,000 SH   SOLE None 2,025,000 0 0
Unitedhealth Group Inc COM 91324P102 213,839 725,000 SH   SOLE None 725,000 0 0
Activison Blizzard Inc COM 00507V109 281,038 3,702,737 SH   SOLE None 3,702,737 0 0
Amazon Com Inc COM 023135106 552,266 200,182 SH   SOLE None 200,182 0 0
AON PLC SHS CL A G0403H108 102,257 530,928 SH   SOLE None 530,928 0 0
Mastercard Incorporated CL A 57636Q104 97,331 329,154 SH   SOLE None 329,154 0 0
S&P Global Inc COM 78409V104 78,779 239,102 SH   SOLE None 239,102 0 0
CBRE Group Inc CL A 12504L109 72,521 1,603,731 SH   SOLE None 1,603,731 0 0
Costar Group Inc COM 22160N109 115,129 162,000 SH   SOLE None 162,000 0 0
Starbucks Corp COM 855244109 141,708 1,925,641 SH   SOLE None 1,925,641 0 0