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 | 280,736 | 5,797,925 | SH | SOLE | 5,775,873 | 0 | 22,052 | ||
AutoZone Inc. | COM | 053332102 | 292,287 | 142,957 | SH | SOLE | 142,298 | 0 | 659 | ||
Cummins Inc | COM | 231021106 | 176,456 | 860,301 | SH | SOLE | 857,120 | 0 | 3,181 | ||
Domino's Pizza Inc | COM | 25754A201 | 105,058 | 258,121 | SH | SOLE | 257,126 | 0 | 995 | ||
Expeditors International of Wa | COM | 302130109 | 137,368 | 1,331,600 | SH | SOLE | 1,325,371 | 0 | 6,229 | ||
Fastenal Co | COM | 311900104 | 96,189 | 1,619,342 | SH | SOLE | 1,611,825 | 0 | 7,517 | ||
Goldman Sachs Group Inc | COM | 38141G104 | 230,675 | 698,805 | SH | SOLE | 696,123 | 0 | 2,682 | ||
Mastercard Inc Class A | COM | 57636Q104 | 163,465 | 457,398 | SH | SOLE | 454,986 | 0 | 2,412 | ||
Moody's Corp. | COM | 615369105 | 107,150 | 317,566 | SH | SOLE | 316,066 | 0 | 1,500 | ||
NVR Inc | COM | 62944T105 | 67,094 | 15,019 | SH | SOLE | 14,938 | 0 | 81 | ||
O'Reilly Automotive Inc | COM | 67103H107 | 169,863 | 247,990 | SH | SOLE | 246,858 | 0 | 1,132 | ||
Progressive Corp | COM | 743315103 | 132,702 | 1,164,157 | SH | SOLE | 1,159,338 | 0 | 4,819 | ||
Ross Stores Inc | COM | 778296103 | 175,097 | 1,935,624 | SH | SOLE | 1,928,038 | 0 | 7,586 | ||
Strategic Education Inc | COM | 86272C103 | 133,613 | 2,012,854 | SH | SOLE | 2,005,694 | 0 | 7,160 | ||
TJX Companies Inc | COM | 872540109 | 23,682 | 390,926 | SH | SOLE | 390,217 | 0 | 709 | ||
Union Pacific Corporation | COM | 907818108 | 81,604 | 298,685 | SH | SOLE | 297,566 | 0 | 1,119 | ||
Visa Inc Cl A | COM | 92826C839 | 169,812 | 765,712 | SH | SOLE | 762,820 | 0 | 2,892 |