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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| SPDR Ser Tr | Bloomberg 1-3 Mo | 78468R663 | 2,952,748 | 32,158 | SH | SOLE | 32,158 | 0 | 0 | |||
| Vanguard Scottsdale Fds | Short Term Treas | 92206C102 | 2,822,389 | 48,213 | SH | SOLE | 48,213 | 0 | 0 | |||
| Wisdomtree Tr | Floating Rat Trea | 97717Y527 | 359,481 | 7,151 | SH | SOLE | 7,151 | 0 | 0 | |||
| Arch Capital Group Ltd | COM | G0450A105 | 379,804,185 | 5,596,054 | SH | SOLE | 4,799,285 | 0 | 796,769 | |||
| AutoZone Inc. | COM | 053332102 | 338,359,431 | 137,648 | SH | SOLE | 116,899 | 0 | 20,749 | |||
| Cummins Inc | COM | 231021106 | 203,340,983 | 851,226 | SH | SOLE | 723,900 | 0 | 127,326 | |||
| Domino's Pizza Inc | COM | 25754A201 | 190,977,299 | 578,947 | SH | SOLE | 513,369 | 0 | 65,578 | |||
| Expeditors International of Wa | COM | 302130109 | 164,433,764 | 1,493,223 | SH | SOLE | 1,289,750 | 0 | 203,473 | |||
| Fastenal Co | COM | 311900104 | 86,521,054 | 1,604,024 | SH | SOLE | 1,328,292 | 0 | 275,732 | |||
| Goldman Sachs Group Inc | COM | 38141G104 | 239,470,626 | 732,080 | SH | SOLE | 635,207 | 0 | 96,873 | |||
| Mastercard Inc Class A | COM | 57636Q104 | 163,136,715 | 448,905 | SH | SOLE | 363,768 | 0 | 85,137 | |||
| Moody's Corp. | COM | 615369105 | 130,549,272 | 426,604 | SH | SOLE | 372,342 | 0 | 54,262 | |||
| NVR Inc | COM | 62944T105 | 151,351,825 | 27,162 | SH | SOLE | 23,762 | 0 | 3,400 | |||
| O'Reilly Automotive Inc | COM | 67103H107 | 206,996,606 | 243,818 | SH | SOLE | 204,285 | 0 | 39,533 | |||
| Progressive Corp | COM | 743315103 | 162,837,635 | 1,138,247 | SH | SOLE | 987,032 | 0 | 151,215 | |||
| Ross Stores Inc | COM | 778296103 | 338,848,174 | 3,192,765 | SH | SOLE | 2,821,891 | 0 | 370,874 | |||
| Strategic Education Inc | COM | 86272C103 | 180,959,861 | 2,014,470 | SH | SOLE | 1,754,694 | 0 | 259,776 | |||
| TJX Companies Inc | COM | 872540109 | 231,145,295 | 2,949,787 | SH | SOLE | 2,577,813 | 0 | 371,974 | |||
| Union Pacific Corporation | COM | 907818108 | 57,688,450 | 286,636 | SH | SOLE | 239,335 | 0 | 47,301 | |||
| Visa Inc Cl A | COM | 92826C839 | 171,223,682 | 759,442 | SH | SOLE | 642,938 | 0 | 116,504 | |||