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 |
| Arch Capital Group Ltd | COM | G0450A105 | 351,323,158 | 5,596,100 | SH | SOLE | 5,573,048 | 0 | 23,052 | |||
| AutoZone Inc. | COM | 053332102 | 339,827,273 | 137,795 | SH | SOLE | 137,136 | 0 | 659 | |||
| Cummins Inc | COM | 231021106 | 204,629,412 | 844,564 | SH | SOLE | 841,283 | 0 | 3,281 | |||
| Domino's Pizza Inc | COM | 25754A201 | 163,394,455 | 471,693 | SH | SOLE | 469,802 | 0 | 1,891 | |||
| Expeditors International of Wa | COM | 302130109 | 153,066,054 | 1,472,922 | SH | SOLE | 1,466,693 | 0 | 6,229 | |||
| Fastenal Co | COM | 311900104 | 75,093,149 | 1,586,922 | SH | SOLE | 1,579,405 | 0 | 7,517 | |||
| Goldman Sachs Group Inc | COM | 38141G104 | 248,203,305 | 722,824 | SH | SOLE | 720,142 | 0 | 2,682 | |||
| Mastercard Inc Class A | COM | 57636Q104 | 155,602,220 | 447,480 | SH | SOLE | 445,068 | 0 | 2,412 | |||
| Moody's Corp. | COM | 615369105 | 116,931,799 | 419,682 | SH | SOLE | 418,015 | 0 | 1,667 | |||
| NVR Inc | COM | 62944T105 | 122,736,141 | 26,609 | SH | SOLE | 26,498 | 0 | 111 | |||
| O'Reilly Automotive Inc | COM | 67103H107 | 204,110,931 | 241,829 | SH | SOLE | 240,697 | 0 | 1,132 | |||
| Progressive Corp | COM | 743315103 | 147,148,212 | 1,134,440 | SH | SOLE | 1,129,121 | 0 | 5,319 | |||
| Ross Stores Inc | COM | 778296103 | 355,977,521 | 3,066,921 | SH | SOLE | 3,053,380 | 0 | 13,541 | |||
| Strategic Education Inc | COM | 86272C103 | 156,292,730 | 1,995,566 | SH | SOLE | 1,988,138 | 0 | 7,428 | |||
| TJX Companies Inc | COM | 872540109 | 231,975,494 | 2,914,265 | SH | SOLE | 2,902,210 | 0 | 12,055 | |||
| Union Pacific Corporation | COM | 907818108 | 58,836,663 | 284,139 | SH | SOLE | 283,020 | 0 | 1,119 | |||
| Visa Inc Cl A | COM | 92826C839 | 156,418,141 | 752,879 | SH | SOLE | 749,887 | 0 | 2,992 | |||