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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   20,502,719 18,162 SH   SOLE   0 0 18,162
CDW CORP COM 12514G108   19,078,119 74,588 SH   SOLE   0 0 74,588
FERGUSON PLC NEW SHS G3421J106   17,841,581 81,681 SH   SOLE   0 0 81,681
SHERWIN WILLIAMS CO COM 824348106   12,450,044 35,845 SH   SOLE   0 0 35,845
S&P GLOBAL INC COM 78409V104   11,696,046 27,491 SH   SOLE   0 0 27,491
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   10,842,688 25,784 SH   SOLE   0 0 25,784
SERVICENOW INC COM 81762P102   9,378,282 12,301 SH   SOLE   0 0 12,301
BUILDERS FIRSTSOURCE INC COM 12008R107   8,660,039 41,525 SH   SOLE   0 0 41,525
DANAHER CORPORATION COM 235851102   8,277,719 33,148 SH   SOLE   0 0 33,148
AUTOZONE INC COM 053332102   7,374,861 2,340 SH   SOLE   0 0 2,340
HILTON WORLDWIDE HLDGS INC COM 43300A203   6,377,116 29,896 SH   SOLE   0 0 29,896
VISA INC COM CL A 92826C839   5,876,867 21,058 SH   SOLE   0 0 21,058