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
Adobe Systems Incorporated COM 00724F101 549,348 1,500,705 SH   SOLE None 1,500,705 0 0
Berkshire Hathaway Inc Del CL B NEW 084670702 135,729 497,141 SH   SOLE None 497,141 0 0
Danaher Corporation COM 235851102 551,241 2,174,351 SH   SOLE None 2,174,351 0 0
Fiserv Inc COM 337738108 157,212 1,767,026 SH   SOLE None 1,767,026 0 0
Intuit COM 461202103 728,799 1,890,824 SH   SOLE None 1,890,824 0 0
Martin Marietta Matls Inc COM 573284106 133,334 445,577 SH   SOLE None 445,577 0 0
Microsoft Corp COM 594918104 848,857 3,305,131 SH   SOLE None 3,305,131 0 0
Sherwin Williams Co COM 824348106 331,313 1,479,670 SH   SOLE None 1,479,670 0 0
Texas Instrs Inc COM 882508104 148,434 966,054 SH   SOLE None 966,054 0 0
Thermo Fisher Scientific Inc COM 883556102 194,170 357,403 SH   SOLE None 357,403 0 0
Union Pac Corp COM 907818108 169,963 796,900 SH   SOLE None 796,900 0 0
Intercontinental Exchange In COM 45866F104 130,020 1,382,605 SH   SOLE None 1,382,605 0 0
Waste Connections Inc COM 94106B101 275,952 2,226,138 SH   SOLE None 2,226,138 0 0
Alphabet Inc CAP STK CL C 02079K107 581,916 266,025 SH   SOLE None 266,025 0 0
EOG Res Inc COM 26875P101 318,053 2,879,875 SH   SOLE None 2,879,875 0 0
Air Prods & Chems Inc COM 009158106 163,847 681,332 SH   SOLE None 681,332 0 0
Autodesk Inc COM 052769106 283,788 1,650,314 SH   SOLE None 1,650,314 0 0
Marsh & Mclennan Cos Inc COM 571748102 253,283 1,631,453 SH   SOLE None 1,631,453 0 0
Analog Devices Inc COM 032654105 312,375 2,138,240 SH   SOLE None 2,138,240 0 0
T-Mobile US Inc COM 872590104 257,331 1,912,673 SH   SOLE None 1,912,673 0 0
Cintas Corp COM 172908105 105,254 281,781 SH   SOLE None 281,781 0 0
Jacobs Engr Group Inc COM 469814107 308,642 2,427,765 SH   SOLE None 2,427,765 0 0
Mcdonalds Corp COM 580135101 74,499 301,763 SH   SOLE None 301,763 0 0
Unitedhealth Group Inc COM 91324P102 191,786 373,394 SH   SOLE None 373,394 0 0
Amazon Com Inc COM 023135106 529,189 4,982,480 SH   SOLE None 4,982,480 0 0
S&P Global Inc COM 78409V104 356,502 1,057,681 SH   SOLE None 1,057,681 0 0
CBRE Group Inc CL A 12504L109 189,534 2,574,845 SH   SOLE None 2,574,845 0 0
Costar Group Inc COM 22160N109 415,295 6,874,609 SH   SOLE None 6,874,609 0 0
Charter Communications Inc N CL A 16119P108 63,263 135,025 SH   SOLE None 135,025 0 0
Keysight Technologies Inc COM 49338L103 159,966 1,160,437 SH   SOLE None 1,160,437 0 0
Fortive Corp COM 34959J108 58,579 1,077,214 SH   SOLE None 1,077,214 0 0
Mastercard Incorporated CL A 57636Q104 281,758 893,108 SH   SOLE None 893,108 0 0
Nordson Corp COM 655663102 65,047 321,316 SH   SOLE None 321,316 0 0
Pool Corp COM 73278L105 188,073 535,470 SH   SOLE None 535,470 0 0
TopBuild Corp COM 89055F103 442,866 2,649,352 SH   SOLE None 2,649,352 0 0
Gallagher Arthur J & Co COM 363576109 375,044 2,300,320 SH   SOLE None 2,300,320 0 0
Installed Bldg Prods Inc COM 45780R101 165,998 1,996,124 SH   SOLE None 1,996,124 0 0
Ross Stores Inc COM 778296103 34,733 494,564 SH   SOLE None 494,564 0 0
Nvidia Corporation COM 67066G104 191,134 1,260,863 SH   SOLE None 1,260,863 0 0