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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
OREILLY AUTOMOTIVE INC COM 67103H107   17,234,451 18,140 SH   SOLE   0 0 18,140
CDW CORP COM 12514G108   16,936,931 74,507 SH   SOLE   0 0 74,507
FERGUSON PLC NEW SHS G3421J106   15,747,175 81,562 SH   SOLE   0 0 81,562
S&P GLOBAL INC COM 78409V104   12,838,955 29,145 SH   SOLE   0 0 29,145
SHERWIN WILLIAMS CO COM 824348106   12,350,616 39,598 SH   SOLE   0 0 39,598
DANAHER CORPORATION COM 235851102   9,391,016 40,594 SH   SOLE   0 0 40,594
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   9,182,568 25,746 SH   SOLE   0 0 25,746
SERVICENOW INC COM 81762P102   8,676,404 12,281 SH   SOLE   0 0 12,281
AUTOZONE INC COM 053332102   6,042,571 2,337 SH   SOLE   0 0 2,337
HILTON WORLDWIDE HLDGS INC COM 43300A203   5,437,025 29,859 SH   SOLE   0 0 29,859
VISA INC COM CL A 92826C839   4,915,668 18,881 SH   SOLE   0 0 18,881
SPDR SER TR BLOOMBERG 1-3 MO 78468R663   4,325,215 47,327 SH   SOLE   0 0 47,327