FORM 13F INFORMATION TABLE
COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
---|---|---|---|---|---|---|---|---|---|---|---|
NAME OF ISSUER | TITLE OF CLASS | CUSIP | VALUE (X$1000) | SHRS or PRN AMT | SH or PRN | PUT / CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | ||
SOLE | SHARED | NONE | |||||||||
ADOBE INC | COM | 00724F101 | 713998 | 1567090 | SH | - | SOLE | - | 1567090 | 0 | 0 |
ALARM COM HLDGS INC | COM | 011642105 | 64396 | 968939 | SH | - | SOLE | - | 968939 | 0 | 0 |
AMERICAN TOWER CORP NEW | COM | 03027X100 | 1758132 | 6998377 | SH | - | SOLE | - | 6998377 | 0 | 0 |
ANSYS INC | COM | 03662Q105 | 193692 | 609764 | SH | - | SOLE | - | 609764 | 0 | 0 |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 5793 | 16414 | SH | - | SOLE | - | 16414 | 0 | 0 |
BROOKFIELD ASSET MGMT INC | CL A LTD VT SH | 112585104 | 742634 | 13127694 | SH | - | SOLE | - | 13127694 | 0 | 0 |
CARMAX INC | COM | 143130102 | 708159 | 7339952 | SH | - | SOLE | - | 7339952 | 0 | 0 |
COSTAR GROUP INC | COM | 22160N109 | 643997 | 9668180 | SH | - | SOLE | - | 9668180 | 0 | 0 |
DANAHER CORP DEL | COM | 235851102 | 485549 | 1655300 | SH | - | SOLE | - | 1655300 | 0 | 0 |
DIGITALBRIDGE GROUP INC | CL A COM | 25401T108 | 75635 | 10504800 | SH | - | SOLE | - | 10504800 | 0 | 0 |
DOLLAR TREE INC | COM | 256746108 | 5193 | 32427 | SH | - | SOLE | - | 32427 | 0 | 0 |
GOOSEHEAD INS INC | COM CL A | 38267D109 | 23050 | 293366 | SH | - | SOLE | - | 293366 | 0 | 0 |
KKR & CO L P DEL | COM UNITS | 48251w104 | 869175 | 14865320 | SH | - | SOLE | - | 14865320 | 0 | 0 |
MASTERCARD INC | CL A | 57636Q104 | 2092514 | 5855151 | SH | - | SOLE | - | 5855151 | 0 | 0 |
MOODYS CORP | COM | 615369105 | 1909643 | 5659712 | SH | - | SOLE | - | 5659712 | 0 | 0 |
O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 1080278 | 1577141 | SH | - | SOLE | - | 1577141 | 0 | 0 |
ROPER INDS INC NEW | COM | 776696106 | 784247 | 1660730 | SH | - | SOLE | - | 1660730 | 0 | 0 |
SALESFORCE COM INC | COM | 79466L302 | 602396 | 2837210 | SH | - | SOLE | - | 2837210 | 0 | 0 |
THREDUP INC | CL A | 88556E102 | 173 | 22500 | SH | - | SOLE | - | 22500 | 0 | 0 |
VERISK ANALYTICS INC | CL A | 92345Y106 | 524617 | 2444286 | SH | - | SOLE | - | 2444286 | 0 | 0 |
VISA INC | COM CL A | 92826C839 | 1163126 | 5244738 | SH | - | SOLE | - | 5244738 | 0 | 0 |
MASTERCARD INC | CALL | 57636Q104 | 219000 | 10000 | SH | Call | SOLE | - | 10000 | 0 | 0 |
[Repeat as Necessary]