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
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
1/100 BERKSHIRE HTWY CLA 100 S com 084990175 5,786 1,500 SH   SOLE   500 0 1,000
AIRBNB INC com 009066101 7,667 40,794 SH   SOLE   14,630 0 26,164
ALIBABA GP HLDG LTD com 01609W102 32,693 144,195 SH   SOLE   50,933 0 93,262
ALPHABET INC CLASS A com 02079K305 68,548 33,235 SH   SOLE   11,224 0 22,011
ALPHABET INC CLASS C com 02079K107 30,963 14,968 SH   SOLE   6,149 0 8,819
ALTRIA GROUP INC com 02209S103 923 18,036 SH   SOLE   0 0 18,036
AMAZON.COM INC com 023135106 21,071 6,810 SH   SOLE   2,142 0 4,668
AON PLC com G0403H108 22,137 96,201 SH   SOLE   34,704 0 61,497
APPLE INC com 037833100 4,118 33,709 SH   SOLE   3,505 0 30,204
BERKSHIRE HATHAWAY B NEW CLASS com 084670702 1,904 7,451 SH   SOLE   1,075 0 6,376
BLUE BIRD CORP com 095306106 830 33,160 SH   SOLE   0 0 33,160
BROOKFIELD ASSET MGMT INC com 112585104 350 7,859 SH   SOLE   0 0 7,859
CATERPILLAR INC com 149123101 332 1,433 SH   SOLE   0 0 1,433
CENTENE CORP com 15135B101 31,273 489,324 SH   SOLE   176,774 0 312,550
CIGNA CORP NEW com 125523100 51,137 211,537 SH   SOLE   76,499 0 135,038
CISCO SYSTEMS INC com 17275R102 637 12,328 SH   SOLE   0 0 12,328
CIT GROUP INC com 125581801 53,497 1,038,566 SH   SOLE   377,409 0 661,157
COHERENT INC com 192479103 253 1,000 SH   SOLE   0 0 1,000
CTT CORREIOS DE PORTUG SHS com X1R05J122 303 76,600 SH   SOLE   58,400 0 18,200
CUMMINS INC com 231021106 259 1,000 SH   SOLE   0 0 1,000
DANAHER CORP com 235851102 43,102 191,495 SH   SOLE   67,116 0 124,379
DASEKE INC COM com 23753F107 266 31,284 SH   SOLE   0 0 31,284
FACEBOOK INC A com 30303M102 78,213 265,552 SH   SOLE   96,396 0 169,156
FIDELITY NATL INFO SVCS com 31620M106 288 2,049 SH   SOLE   0 0 2,049
FRANCO NEV CORP COM com 351858105 14,710 117,411 SH   SOLE   41,731 0 75,680
GABRIEL TECHNOLOGIES CP com 362447104 0 10,000 SH   SOLE   10,000 0 0
GLOBAL PAYMENTS INC com 37940X102 46,113 228,759 SH   SOLE   84,503 0 144,256
HOME DEPOT INC com 437076102 228 747 SH   SOLE   182 0 565
I SHARES RUSL 2000 com 464287655 332 1,502 SH   SOLE   560 0 942
IDEXX LABS INC com 45168D104 11,585 23,676 SH   SOLE   9,280 0 14,396
INTERCONTINENTAL EXCHANGE com 45866f104 16,668 149,250 SH   SOLE   54,562 0 94,688
INTL BUSINESS MACHINES com 459200101 238 1,785 SH   SOLE   0 0 1,785
INTUITIVE SURGICAL INC com 46120E602 369 500 SH   SOLE   0 0 500
ISHARES MSCI GWTH IDX FD com 464288885 316 3,150 SH   SOLE   800 0 2,350
ISHARES TR DJ TOTAL MKT US TOT com 464287846 724 7,250 SH   SOLE   3,000 0 4,250
ISHARES TR RUSSELL 1000 RUSSEL com 464287622 733 3,275 SH   SOLE   1,350 0 1,925
JD.COM INC com 47215P106 38,553 457,165 SH   SOLE   166,240 0 290,925
JOHNSON & JOHNSON com 478160104 272 1,654 SH   SOLE   300 0 1,354
KELLOGG CO com 487836108 317 5,000 SH   SOLE   0 0 5,000
MERCK & CO INC NEW com 58933y105 459 5,954 SH   SOLE   66 0 5,888
MICROSOFT CORP com 594918104 1,700 7,213 SH   SOLE   3,147 0 4,066
MONDELEZ INTL INC com 609207105 643 10,993 SH   SOLE   0 0 10,993
PAYPAL HOLDINGS INC com 70450Y103 51,656 212,717 SH   SOLE   78,010 0 134,707
PEMBINA PIPELINE CORP F com 706327103 344 11,939 SH   SOLE   11,939 0 0
PEPSICO INCORPORATED com 713448108 244 1,724 SH   SOLE   1,211 0 513
PFIZER INC com 717081103 279 7,696 SH   SOLE   150 0 7,546
PHILIP MORRIS INTL INC com 718172109 1,666 18,779 SH   SOLE   95 0 18,684
PROCTER & GAMBLE com 742718109 971 7,173 SH   SOLE   0 0 7,173
PROGRESSIVE CORP OHIO com 743315103 226 2,359 SH   SOLE   435 0 1,924
RICHARDS PACKAGING INCOME com 763102100 1,135 20,500 SH   SOLE   0 0 20,500
S&P 500 INDEX com 464287200 1,115 2,804 SH   SOLE   1,320 0 1,484
SALESFORCE.COM INC com 79466L302 16,297 76,922 SH   SOLE   27,409 0 49,513
SHERWIN-WILLIAMS com 824348106 959 1,300 SH   SOLE   1,300 0 0
SPDR S&P MIDCAP 400 ETF com 78467Y107 419 881 SH   SOLE   440 0 441
TENCENT HLDGS LTD ADR com 88032Q109 45,749 573,295 SH   SOLE   209,923 0 363,372
TEXAS PACIFIC LAND CORP com 88262P102 28,058 17,653 SH   SOLE   6,308 0 11,345
UNION PACIFIC CORP com 907818108 247 1,120 SH   SOLE   0 0 1,120
US ECOLOGY INC com 025533407 767 18,410 SH   SOLE   0 0 18,410
VISA INC com 92826C839 75,597 357,045 SH   SOLE   126,459 0 230,586
WILLIS TOWERS WATSON com G96629103 49,267 215,254 SH   SOLE   76,720 0 138,534
WORKDAY INC CL A com 98138H101 11,366 45,751 SH   SOLE   16,783 0 28,968