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 | 225,549 | 5,792,222 | SH | SOLE | 5,770,170 | 0 | 22,052 | ||
Autozone Inc. | COM | 053332102 | 217,140 | 145,515 | SH | SOLE | 144,856 | 0 | 659 | ||
Cummins Inc | COM | 231021106 | 211,307 | 866,688 | SH | SOLE | 863,507 | 0 | 3,181 | ||
Expeditors International of Washington | COM | 302130109 | 169,149 | 1,336,089 | SH | SOLE | 1,329,860 | 0 | 6,229 | ||
Fastenal Co | COM | 311900104 | 84,860 | 1,631,920 | SH | SOLE | 1,624,403 | 0 | 7,517 | ||
Goldman Sachs Group Inc | COM | 38141G104 | 270,077 | 711,609 | SH | SOLE | 708,927 | 0 | 2,682 | ||
Mastercard Inc Class A | COM | 57636Q104 | 168,421 | 461,313 | SH | SOLE | 458,901 | 0 | 2,412 | ||
Moody's Corp. | COM | 615369105 | 229,234 | 632,596 | SH | SOLE | 629,641 | 0 | 2,955 | ||
NVR Inc | COM | 62944T105 | 74,982 | 15,077 | SH | SOLE | 14,996 | 0 | 81 | ||
O'Reilly Automotive Inc | COM | 67103H107 | 141,034 | 249,084 | SH | SOLE | 247,952 | 0 | 1,132 | ||
Progressive Corp | COM | 743315103 | 46,155 | 469,966 | SH | SOLE | 468,858 | 0 | 1,108 | ||
Ross Stores Inc | COM | 778296103 | 172,142 | 1,388,241 | SH | SOLE | 1,382,658 | 0 | 5,583 | ||
Strategic Education Inc | COM | 86272C103 | 112,615 | 1,480,603 | SH | SOLE | 1,475,323 | 0 | 5,280 | ||
TJX Companies Inc | COM | 872540109 | 26,497 | 393,017 | SH | SOLE | 392,308 | 0 | 709 | ||
Union Pacific Corporation | COM | 907818108 | 76,467 | 347,687 | SH | SOLE | 345,908 | 0 | 1,779 | ||
Visa Inc Cl A | COM | 92826C839 | 179,760 | 768,795 | SH | SOLE | 765,903 | 0 | 2,892 | ||
Waters Corp | COM | 941848103 | 20,237 | 58,555 | SH | SOLE | 58,029 | 0 | 526 |