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 | 7,489,962 | 81,590 | SH | SOLE | 79,390 | 0 | 2,200 | |||
| Vanguard Scottsdale Fds | Short Term Treas | 92206C102 | 1,560,167 | 26,867 | SH | SOLE | 26,867 | 0 | 0 | |||
| Wisdomtree Tr | Floating Rat Trea | 97717Y527 | 372,448 | 7,406 | SH | SOLE | 0 | 0 | 7,406 | |||
| Arch Capital Group Ltd | COM | G0450A105 | 400,133,704 | 4,328,577 | SH | SOLE | 3,141,604 | 0 | 1,186,973 | |||
| AutoZone Inc. | COM | 053332102 | 530,901,746 | 168,452 | SH | SOLE | 114,408 | 0 | 54,044 | |||
| Cummins Inc | COM | 231021106 | 306,265,766 | 1,039,422 | SH | SOLE | 715,216 | 0 | 324,206 | |||
| Disney (Walt) Company | COM | 254687106 | 193,462,909 | 1,581,096 | SH | SOLE | 1,209,179 | 0 | 371,917 | |||
| Domino's Pizza Inc | COM | 25754A201 | 353,385,795 | 711,210 | SH | SOLE | 526,369 | 0 | 184,841 | |||
| Expeditors International of Wa | COM | 302130109 | 219,486,987 | 1,805,437 | SH | SOLE | 1,276,309 | 0 | 529,128 | |||
| Fastenal Co | COM | 311900104 | 153,497,386 | 1,989,855 | SH | SOLE | 1,307,926 | 0 | 681,929 | |||
| Mastercard Inc Class A | COM | 57636Q104 | 263,808,639 | 547,810 | SH | SOLE | 357,552 | 0 | 190,258 | |||
| Moody's Corp. | COM | 615369105 | 202,379,727 | 514,922 | SH | SOLE | 368,454 | 0 | 146,468 | |||
| NVR Inc | COM | 62944T105 | 264,244,995 | 32,623 | SH | SOLE | 23,488 | 0 | 9,135 | |||
| O'Reilly Automotive Inc | COM | 67103H107 | 339,982,532 | 301,168 | SH | SOLE | 200,980 | 0 | 100,188 | |||
| Progressive Corp | COM | 743315103 | 263,307,956 | 1,273,126 | SH | SOLE | 909,897 | 0 | 363,229 | |||
| Ross Stores Inc | COM | 778296103 | 570,582,639 | 3,887,862 | SH | SOLE | 2,813,527 | 0 | 1,074,335 | |||
| Strategic Education Inc | COM | 86272C103 | 188,608,197 | 1,811,450 | SH | SOLE | 1,314,254 | 0 | 497,196 | |||
| TJX Companies Inc | COM | 872540109 | 359,288,887 | 3,542,584 | SH | SOLE | 2,545,712 | 0 | 996,872 | |||
| Visa Inc Cl A | COM | 92826C839 | 257,626,776 | 923,129 | SH | SOLE | 637,470 | 0 | 285,659 | |||