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
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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
Berkshire Hathaway Inc Del CL B NEW 084670702   202,734,023 578,744 SH   SOLE   578,744 0 0
Danaher Corporation COM 235851102   100,441,548 404,843 SH   SOLE   404,843 0 0
Intuit COM 461202103   249,198,212 487,725 SH   SOLE   487,725 0 0
Martin Marietta Matls Inc COM 573284106   222,779,810 542,730 SH   SOLE   542,730 0 0
Microsoft Corp COM 594918104   555,831,776 1,760,354 SH   SOLE   1,760,354 0 0
Sherwin Williams Co COM 824348106   194,010,414 760,676 SH   SOLE   760,676 0 0
Texas Instrs Inc COM 882508104   48,769,162 306,705 SH   SOLE   306,705 0 0
Thermo Fisher Scientific Inc COM 883556102   180,826,195 357,244 SH   SOLE   357,244 0 0
Intercontinental Exchange In COM 45866F104   201,177,951 1,828,558 SH   SOLE   1,828,558 0 0
Waste Connections Inc COM 94106B101   276,272,156 2,057,127 SH   SOLE   2,057,127 0 0
Alphabet Inc CAP STK CL C 02079K107   167,762,380 1,272,373 SH   SOLE   1,272,373 0 0
Schwab Charles Corp COM 808513105   128,434,817 2,339,432 SH   SOLE   2,339,432 0 0
EOG Res Inc COM 26875P101   318,759,442 2,514,669 SH   SOLE   2,514,669 0 0
Air Prods & Chems Inc COM 009158106   97,790,571 345,062 SH   SOLE   345,062 0 0
Autodesk Inc COM 052769106   145,457,316 702,998 SH   SOLE   702,998 0 0
Marsh & Mclennan Cos Inc COM 571748102   209,410,687 1,100,424 SH   SOLE   1,100,424 0 0
Agilent Technologies Inc COM 00846U101   107,097,059 957,763 SH   SOLE   957,763 0 0
Analog Devices Inc COM 032654105   134,014,411 765,403 SH   SOLE   765,403 0 0
T-Mobile US Inc COM 872590104   255,189,447 1,822,131 SH   SOLE   1,822,131 0 0
Cintas Corp COM 172908105   52,680,696 109,521 SH   SOLE   109,521 0 0
Unitedhealth Group Inc COM 91324P102   166,677,651 330,585 SH   SOLE   330,585 0 0
S&P Global Inc COM 78409V104   233,860,938 639,996 SH   SOLE   639,996 0 0
CBRE Group Inc CL A 12504L109   183,356,859 2,482,492 SH   SOLE   2,482,492 0 0
Keysight Technologies Inc COM 49338L103   149,122,764 1,127,071 SH   SOLE   1,127,071 0 0
Tractor Supply Co COM 892356106   51,979,988 255,996 SH   SOLE   255,996 0 0
Fortive Corp COM 34959J108   64,238,356 866,213 SH   SOLE   866,213 0 0
Mastercard Incorporated CL A 57636Q104   292,008,171 737,562 SH   SOLE   737,562 0 0
Pool Corp COM 73278L105   118,433,519 332,585 SH   SOLE   332,585 0 0
TopBuild Corp COM 89055F103   246,184,310 978,475 SH   SOLE   978,475 0 0
Gallagher Arthur J & Co COM 363576109   262,827,679 1,153,107 SH   SOLE   1,153,107 0 0
Installed Bldg Prods Inc COM 45780R101   41,851,638 335,108 SH   SOLE   335,108 0 0
Nvidia Corporation COM 67066G104   173,208,233 398,189 SH   SOLE   398,189 0 0
Ferguson PLC New SHS G3421J106   187,428,038 1,139,588 SH   SOLE   1,139,588 0 0
Gartner Inc COM 366651107   226,291,925 658,572 SH   SOLE   658,572 0 0
Jacobs Solutions Inc COM 46982L108   189,844,473 1,390,802 SH   SOLE   1,390,802 0 0
Teledyne Technologies Inc COM 879360105   146,793,397 359,277 SH   SOLE   359,277 0 0
Aecom COM 00766T100   142,341,604 1,714,133 SH   SOLE   1,714,133 0 0
Airbnb Inc COM CL A 009066101   95,402,799 695,305 SH   SOLE   695,305 0 0
Canadian Natl Ry Co COM 136375102   62,976,454 581,339 SH   SOLE   581,339 0 0
Conocophillips COM 20825C104   241,966,170 2,019,751 SH   SOLE   2,019,751 0 0
Royal Gold Inc COM 780287108   138,370,100 1,301,327 SH   SOLE   1,301,327 0 0
United Rentals Inc COM 911363109   150,622,539 338,805 SH   SOLE   338,805 0 0
West Pharmaceutical Svsc Inc COM 955306105   103,892,272 276,891 SH   SOLE   276,891 0 0
Accenture PLC Ireland SHS CLASS A G1151C101   247,352,229 805,419 SH   SOLE   805,419 0 0
Alcon AG ORD SHS H01301128   97,583,929 1,266,337 SH   SOLE   1,266,337 0 0
CDW Corp COM 12514G108   154,687,778 766,692 SH   SOLE   766,692 0 0
Costco Whsl Corp New COM 22160K105   43,232,434 76,523 SH   SOLE   76,523 0 0
Hilton Worldwide Hldgs Inc COM 43300A203   81,866,422 545,122 SH   SOLE   545,122 0 0
LULULEMON ATHLETICA INC COM 550021109   56,192,632 145,724 SH   SOLE   145,724 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   112,753,450 1,444,631 SH   SOLE   1,444,631 0 0
Steris PLC SHS USD G8473T100   107,738,731 491,016 SH   SOLE   491,016 0 0
Zoetis Inc CL A 98978V103   61,901,214 355,795 SH   SOLE   355,795 0 0
Api Group Corp COM STK 00187Y100   99,385,023 3,832,820 SH   SOLE   3,832,820 0 0
Elevance Health Inc COM 036752103   96,014,464 220,510 SH   SOLE   220,510 0 0
KLA Corp COM NEW 482480100   58,928,637 128,480 SH   SOLE   128,480 0 0
Live Nation Entertainment In COM 538034109   254,059,634 3,059,485 SH   SOLE   3,059,485 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   174,980,324 2,351,570 SH   SOLE   2,351,570 0 0
LIBERTY MEDIA CORP DEL COM LBTY LIV S C 531229722   1,280,630 39,895 SH   SOLE   39,895 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   57,965,228 930,421 SH   SOLE   930,421 0 0
WATERS CORP COM 941848103   78,016,858 284,515 SH   SOLE   284,515 0 0