The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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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
Adobe Inc COM 00724F101 156,012 529,484 SH   SOLE None 529,484 0 0
Alleghany Corp Del COM 017175100 171,269 251,456 SH   SOLE None 251,456 0 0
Comcast Corp New CL A 20030N101 473,555 11,200,457 SH   SOLE None 11,200,457 0 0
Berkshire Hathaway Inc Del CL B NEW 084670702 461,064 2,162,892 SH   SOLE None 2,162,892 0 0
Becton Dickinson & Co COM 075887109 559,462 2,220,000 SH   SOLE None 2,220,000 0 0
Coca Cola Co COM 191216100 159,872 3,139,670 SH   SOLE None 3,139,670 0 0
Danaher Corporation COM 235851102 592,785 4,147,671 SH   SOLE None 4,147,671 0 0
Fiserv Inc COM 337738108 412,043 4,520,000 SH   SOLE None 4,520,000 0 0
Intuit COM 461202103 83,626 320,000 SH   SOLE None 320,000 0 0
Martin Marietta Matls Inc COM 573284106 114,486 497,529 SH   SOLE None 497,529 0 0
Microsoft Corp COM 594918104 680,884 5,082,744 SH   SOLE None 5,082,744 0 0
Wells Fargo Co New COM 949746101 285,923 6,042,330 SH   SOLE None 6,042,330 0 0
Sherwin Williams Co COM 824348106 303,016 661,188 SH   SOLE None 661,188 0 0
Texas Instrs Inc COM 882508104 57,072 497,313 SH   SOLE None 497,313 0 0
Thermo Fisher Scientific Inc COM 883556102 222,102 756,273 SH   SOLE None 756,273 0 0
Accenture PLC Ireland SHS CLASS A G1151C101 395,175 2,138,738 SH   SOLE None 2,138,738 0 0
American Tower Corp New COM 03027X100 13,999 68,471 SH   SOLE None 68,471 0 0
Intercontinental Exchange In COM 45866F104 146,115 1,700,200 SH   SOLE None 1,700,200 0 0
Waste Connections Inc COM 94106B101 324,479 3,394,847 SH   SOLE None 3,394,847 0 0
Alphabet Inc CAP STK CL C 02079K107 377,599 349,334 SH   SOLE None 349,334 0 0
American Express Co COM 025816109 311,777 2,525,737 SH   SOLE None 2,525,737 0 0
3M Co COM 88579Y101 71,532 412,668 SH   SOLE None 412,668 0 0
Cooper Cos Inc COM NEW 216648402 206,429 612,748 SH   SOLE None 612,748 0 0
The Charles Schwab Corporati COM 808513105 123,540 3,073,899 SH   SOLE None 3,073,899 0 0
EOG Res Inc COM 26875P101 325,667 3,495,785 SH   SOLE None 3,495,785 0 0
Fidelity Natl Information SV COM 31620M106 521,390 4,250,000 SH   SOLE None 4,250,000 0 0
Air Prods & Chems Inc COM 009158106 524,047 2,315,000 SH   SOLE None 2,315,000 0 0
AON PLC SHS CLA A G0408V102 104,063 539,244 SH   SOLE None 539,244 0 0
Autodesk Inc COM 052769106 323,650 1,986,803 SH   SOLE None 1,986,803 0 0
Marsh & Mclennan Cos Inc COM 571748102 203,020 2,035,287 SH   SOLE None 2,035,287 0 0
Prosperity Bancshares Inc COM 743606105 139,402 2,110,553 SH   SOLE None 2,110,553 0 0
Commerce Bancshares Inc COM 200525103 63,119 1,057,978 SH   SOLE None 1,057,978 0 0
Deere & Co COM 244199105 304,007 1,834,572 SH   SOLE None 1,834,572 0 0
Hilton Worldwide Hldgs Inc COM 43300A203 276,116 2,825,000 SH   SOLE None 2,825,000 0 0
Nasdaq Inc COM 631103108 180,319 1,875,000 SH   SOLE None 1,875,000 0 0
Agilent Technologies Inc COM 00846U101 336,015 4,500,000 SH   SOLE None 4,500,000 0 0
Agnico Eagle Mines Ltd COM 008474108 150,564 2,938,400 SH   SOLE None 2,938,400 0 0
Live Nation Entertainment In COM 538034109 361,858 5,462,000 SH   SOLE None 5,462,000 0 0
Analog Devices Inc COM 032654105 154,998 1,373,245 SH   SOLE None 1,373,245 0 0
TE Connectivity Ltd REG SHS H84989104 156,648 1,635,494 SH   SOLE None 1,635,494 0 0
T Mobile US Inc COM 872590104 120,148 1,620,554 SH   SOLE None 1,620,554 0 0
SS&C Technologies Hldgs Inc COM 78467J100 75,182 1,305,013 SH   SOLE None 1,305,013 0 0
Alcon Inc ORD SHS H01301128 35,679 575,000 SH   SOLE None 575,000 0 0
ICU Med Inc COM 44930G107 75,573 300,000 SH   SOLE None 300,000 0 0
Transunion COM 89400J107 64,321 875,000 SH   SOLE None 875,000 0 0