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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMAZON COM INC COM 023135106 12,659,429 53,115 SH DFND 1 53,115 0 0
AMGEN INC COM 031162100 15,236,256 42,075 SH DFND 1 42,075 0 0
APPLE INC COM 037833100 17,947,514 62,025 SH DFND 1 62,025 0 0
ARCH CAP GROUP LTD ORD G0450A105 10,924,103 112,550 SH DFND 1 112,550 0 0
AUTOZONE INC COM 053332102 10,204,636 3,193 SH DFND 1 3,193 0 0
BANK OF NY MELLON CORP COM 064058100 13,023,905 90,062 SH DFND 1 90,062 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 16,527,381 33,029 SH DFND 1 33,029 0 0
CARLISLE COS INC COM 142339100 7,535,862 20,774 SH DFND 1 20,774 0 0
CARMAX INC COM 143130102 9,236,551 174,637 SH DFND 1 174,637 0 0
COPART INC COM 217204106 8,704,395 308,776 SH DFND 1 308,776 0 0
DISNEY WALT CO COM 254687106 10,531,254 109,416 SH DFND 1 109,416 0 0
DOLLAR GEN CORP NEW COM 256677105 8,838,572 76,784 SH DFND 1 76,784 0 0
EXXON MOBIL CORP COM 30231G102 9,359,851 68,460 SH DFND 1 68,460 0 0
GRAINGER W W INC COM 384802104 13,802,451 10,146 SH DFND 1 10,146 0 0
HEICO CORP NEW CL A 422806208 13,297,066 51,557 SH DFND 1 51,557 0 0
HOME DEPOT INC COM 437076102 13,534,414 38,376 SH DFND 1 38,376 0 0
JOHNSON & JOHNSON COM 478160104 21,451,286 84,464 SH DFND 1 84,464 0 0
JPMORGAN CHASE & CO COM 46625H100 21,364,743 65,270 SH DFND 1 65,270 0 0
MARRIOTT INTL INC NEW CL A 571903202 13,402,105 36,164 SH DFND 1 36,164 0 0
MARSH & MCLENNAN COS INC COM 571748102 9,580,255 57,480 SH DFND 1 57,480 0 0
MCDONALDS CORP COM 580135101 11,429,802 42,284 SH DFND 1 42,284 0 0
MCKESSON CORP COM 58155Q103 14,339,075 18,977 SH DFND 1 18,977 0 0
MICROSOFT CORP COM 594918104 12,698,233 34,042 SH DFND 1 34,042 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 11,868,272 54,794 SH DFND 1 54,794 0 0
PACCAR INC COM 693718108 12,555,494 104,525 SH DFND 1 104,525 0 0
PHILIP MORRIS INTL INC COM 718172109 19,050,794 105,305 SH DFND 1 105,305 0 0
POOL CORP COM 73278L105 9,235,347 42,975 SH DFND 1 42,975 0 0
PROGRESSIVE CORP COM 743315103 14,131,308 64,689 SH DFND 1 64,689 0 0
PULTE GROUP INC COM 745867101 11,308,838 82,420 SH DFND 1 82,420 0 0
SCHWAB CHARLES CORP COM 808513105 15,443,262 167,370 SH DFND 1 167,370 0 0
SHERWIN WILLIAMS CO COM 824348106 7,674,165 22,288 SH DFND 1 22,288 0 0
STEEL DYNAMICS INC COM 858119100 12,908,862 56,258 SH DFND 1 56,258 0 0
SYNOPSYS INC COM 871607107 10,380,049 23,270 SH DFND 1 23,270 0 0
TEXAS INSTRS INC COM 882508104 20,359,646 68,305 SH DFND 1 68,305 0 0
UNITEDHEALTH GROUP INC COM 91324P102 16,005,735 38,510 SH DFND 1 38,510 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 112,494,904 163,793 SH DFND 1 163,793 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 120,748,447 326,312 SH DFND 1 326,312 0 0
VISA INC COM CL A 92826C839 16,908,162 49,282 SH DFND 1 49,282 0 0
WABTEC COM 929740108 15,442,110 57,278 SH DFND 1 57,278 0 0
WALMART INC COM 931142103 20,790,607 183,565 SH DFND 1 183,565 0 0
WILLIAMS COS INC COM 969457100 11,484,705 154,489 SH DFND 1 154,489 0 0