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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| Arch Capital Group Ltd | COM | G0450A105 | 123,538 | 1,443,370 | SH | SOLE | 1,441,005 | 0 | 2,365 | ||
| Autozone Inc. | COM | 053332102 | 81,719 | 125,976 | SH | SOLE | 125,786 | 0 | 190 | ||
| Chipotle Mexican Grill Cl A | COM | 169656105 | 78,050 | 241,558 | SH | SOLE | 241,202 | 0 | 356 | ||
| Cummins Inc | COM | 231021106 | 88,909 | 548,518 | SH | SOLE | 548,063 | 0 | 455 | ||
| Deere & Co. | COM | 244199105 | 113,507 | 730,792 | SH | SOLE | 729,712 | 0 | 1,080 | ||
| Expeditors International of Washington | COM | 302130109 | 72,783 | 1,149,804 | SH | SOLE | 1,148,474 | 0 | 1,330 | ||
| Fastenal Co | COM | 311900104 | 82,901 | 1,518,603 | SH | SOLE | 1,516,383 | 0 | 2,220 | ||
| Goldman Sachs Group Inc | COM | 38141G104 | 118,005 | 468,533 | SH | SOLE | 467,863 | 0 | 670 | ||
| Mastercard Inc Class A | COM | 57636Q104 | 86,317 | 492,789 | SH | SOLE | 492,159 | 0 | 630 | ||
| Moody's Corp. | COM | 615369105 | 183,604 | 1,138,279 | SH | SOLE | 1,136,604 | 0 | 1,675 | ||
| NVR Inc | COM | 62944T105 | 41,096 | 14,677 | SH | SOLE | 14,656 | 0 | 21 | ||
| O'Reilly Automotive Inc | COM | 67103H107 | 56,979 | 230,329 | SH | SOLE | 229,974 | 0 | 355 | ||
| Ross Stores Inc | COM | 778296103 | 58,485 | 750,004 | SH | SOLE | 748,909 | 0 | 1,095 | ||
| Strayer Education Inc | COM | 863236105 | 54,033 | 534,711 | SH | SOLE | 533,968 | 0 | 743 | ||
| US Bancorp | COM | 902973304 | 844 | 16,712 | SH | SOLE | 16,712 | 0 | 0 | ||
| Union Pacific Corporation | COM | 907818108 | 82,099 | 610,717 | SH | SOLE | 609,647 | 0 | 1,070 | ||
| Visa Inc Cl A | COM | 92826C839 | 75,052 | 627,417 | SH | SOLE | 626,497 | 0 | 920 | ||
| Waters Corp | COM | 941848103 | 19,750 | 99,423 | SH | SOLE | 99,423 | 0 | 0 | ||
| YUM! Brands Inc | COM | 988498101 | 70,247 | 825,175 | SH | SOLE | 823,198 | 0 | 1,977 | ||