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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| Arch Capital Group Ltd | COM | G0450A105 | 120,441 | 4,551,811 | SH | SOLE | 4,544,716 | 0 | 7,095 | ||
| Autozone Inc. | COM | 053332102 | 84,198 | 125,495 | SH | SOLE | 125,305 | 0 | 190 | ||
| Chipotle Mexican Grill Cl A | COM | 169656105 | 102,912 | 238,570 | SH | SOLE | 238,214 | 0 | 356 | ||
| Cummins Inc | COM | 231021106 | 71,990 | 541,276 | SH | SOLE | 540,821 | 0 | 455 | ||
| Deere & Co. | COM | 244199105 | 100,626 | 719,785 | SH | SOLE | 718,705 | 0 | 1,080 | ||
| Expeditors International of Wa | COM | 302130109 | 82,845 | 1,133,306 | SH | SOLE | 1,131,976 | 0 | 1,330 | ||
| Fastenal Co | COM | 311900104 | 72,115 | 1,498,343 | SH | SOLE | 1,496,123 | 0 | 2,220 | ||
| Goldman Sachs Group Inc | COM | 38141G104 | 101,943 | 462,180 | SH | SOLE | 461,510 | 0 | 670 | ||
| Mastercard Inc Class A | COM | 57636Q104 | 95,038 | 483,605 | SH | SOLE | 482,975 | 0 | 630 | ||
| Moody's Corp. | COM | 615369105 | 190,276 | 1,115,597 | SH | SOLE | 1,113,922 | 0 | 1,675 | ||
| NVR Inc | COM | 62944T105 | 43,222 | 14,551 | SH | SOLE | 14,530 | 0 | 21 | ||
| O'Reilly Automotive Inc | COM | 67103H107 | 65,212 | 238,373 | SH | SOLE | 238,018 | 0 | 355 | ||
| Ross Stores Inc | COM | 778296103 | 62,650 | 739,229 | SH | SOLE | 738,134 | 0 | 1,095 | ||
| Strayer Education Inc | COM | 863236105 | 59,569 | 527,115 | SH | SOLE | 526,372 | 0 | 743 | ||
| US Bancorp | COM | 902973304 | 836 | 16,712 | SH | SOLE | 16,712 | 0 | 0 | ||
| Union Pacific Corporation | COM | 907818108 | 85,039 | 600,218 | SH | SOLE | 599,148 | 0 | 1,070 | ||
| Visa Inc Cl A | COM | 92826C839 | 81,840 | 617,894 | SH | SOLE | 616,974 | 0 | 920 | ||
| Waters Corp | COM | 941848103 | 19,015 | 98,221 | SH | SOLE | 98,221 | 0 | 0 | ||
| YUM! Brands Inc | COM | 988498101 | 63,662 | 813,886 | SH | SOLE | 811,909 | 0 | 1,977 | ||