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
Estimated average burden
hours per response: 23.8
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 Systems Incorporated COM 00724F101 156,660 329,554 SH   SOLE None 329,554 0 0
Alleghany Corp Del COM 017175100 161,683 258,160 SH   SOLE None 258,160 0 0
Comcast Corp New CL A 20030N101 524,352 9,690,490 SH   SOLE None 9,690,490 0 0
Berkshire Hathaway Inc Del CL B NEW 084670702 496,906 1,945,066 SH   SOLE None 1,945,066 0 0
Becton Dickinson & Co COM 075887109 423,688 1,742,496 SH   SOLE None 1,742,496 0 0
Danaher Corporation COM 235851102 348,756 1,549,475 SH   SOLE None 1,549,475 0 0
Fiserv Inc COM 337738108 690,103 5,797,235 SH   SOLE None 5,797,235 0 0
Home Depot Inc COM 437076102 302,920 992,367 SH   SOLE None 992,367 0 0
Intuit COM 461202103 727,167 1,898,312 SH   SOLE None 1,898,312 0 0
Martin Marietta Matls Inc COM 573284106 203,322 605,450 SH   SOLE None 605,450 0 0
Microsoft Corp COM 594918104 886,266 3,759,028 SH   SOLE None 3,759,028 0 0
Sherwin Williams Co COM 824348106 251,370 1,021,815 SH   SOLE None 1,021,815 0 0
Texas Instrs Inc COM 882508104 130,464 690,323 SH   SOLE None 690,323 0 0
Thermo Fisher Scientific Inc COM 883556102 168,599 369,426 SH   SOLE None 369,426 0 0
Union Pac Corp COM 907818108 226,554 1,027,876 SH   SOLE None 1,027,876 0 0
Intercontinental Exchange In COM 45866F104 106,298 951,808 SH   SOLE None 951,808 0 0
Waste Connections Inc COM 94106B101 402,986 3,732,042 SH   SOLE None 3,732,042 0 0
Alphabet Inc CAP STK CL C 02079K107 800,272 386,861 SH   SOLE None 386,861 0 0
Cooper Cos Inc COM NEW 216648402 116,477 303,254 SH   SOLE None 303,254 0 0
EOG Res Inc COM 26875P101 193,566 2,668,776 SH   SOLE None 2,668,776 0 0
Fidelity Natl Information SV COM 31620M106 465,539 3,310,855 SH   SOLE None 3,310,855 0 0
Air Prods & Chems Inc COM 009158106 476,368 1,693,212 SH   SOLE None 1,693,212 0 0
Autodesk Inc COM 052769106 599,000 2,161,283 SH   SOLE None 2,161,283 0 0
Marsh & Mclennan Cos Inc COM 571748102 438,882 3,603,304 SH   SOLE None 3,603,304 0 0
Agilent Technologies Inc COM 00846U101 121,015 951,827 SH   SOLE None 951,827 0 0
Agnico Eagle Mines Ltd COM 008474108 88,765 1,535,462 SH   SOLE None 1,535,462 0 0
Analog Devices Inc COM 032654105 124,575 803,297 SH   SOLE None 803,297 0 0
T-Mobile US Inc COM 872590104 892,332 7,122,130 SH   SOLE None 7,122,130 0 0
Alcon AG ORD SHS H01301128 261,957 3,732,646 SH   SOLE None 3,732,646 0 0
ICU Med Inc COM 44930G107 137,878 671,136 SH   SOLE None 671,136 0 0
Cintas Corp COM 172908105 188,232 551,500 SH   SOLE None 551,500 0 0
Jacobs Engr Group Inc COM 469814107 246,058 1,903,439 SH   SOLE None 1,903,439 0 0
Mcdonalds Corp COM 580135101 273,211 1,218,928 SH   SOLE None 1,218,928 0 0
Unitedhealth Group Inc COM 91324P102 412,174 1,107,786 SH   SOLE None 1,107,786 0 0
Activision Blizzard Inc COM 00507V109 94,194 1,012,835 SH   SOLE None 1,012,835 0 0
Amazon Com Inc COM 023135106 225,698 72,945 SH   SOLE None 72,945 0 0
S&P Global Inc COM 78409V104 319,940 906,679 SH   SOLE None 906,679 0 0
CBRE Group Inc CL A 12504L109 172,966 2,186,404 SH   SOLE None 2,186,404 0 0
Costar Group Inc COM 22160N109 293,715 357,365 SH   SOLE None 357,365 0 0
Charter Communications Inc N CL A 16119P108 222,646 360,841 SH   SOLE None 360,841 0 0
Keysight Technologies Inc COM 49338L103 184,683 1,287,889 SH   SOLE None 1,287,889 0 0
PayPal Hldgs Inc COM 70450Y103 68,579 282,403 SH   SOLE None 282,403 0 0
Thomson Reuters Corp. COM NEW 884903709 128,514 1,467,555 SH   SOLE None 1,467,555 0 0
Tractor Supply Co COM 892356106 138,204 780,463 SH   SOLE None 780,463 0 0
Fortive Corp COM 34959J108 34,665 490,729 SH   SOLE None 490,729 0 0
Mastercard Incorporated CL A 57636Q104 80,421 225,870 SH   SOLE None 225,870 0 0
MSCI Inc COM 55354G100 80,502 192,000 SH   SOLE None 192,000 0 0
Nike Inc CL B 654106103 72,425 545,000 SH   SOLE None 545,000 0 0
Nordson Corp COM 655663102 55,204 277,852 SH   SOLE None 277,852 0 0
Pool Corp COM 73278L105 118,426 343,026 SH   SOLE None 343,026 0 0
TopBuild Corp COM 89055F103 61,091 291,700 SH   SOLE None 291,700 0 0