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 6,279 1,500 SH   SOLE   500 0 1,000
AIRBNB INC com 009066101 6,676 43,591 SH   SOLE   16,554 0 27,037
ALIBABA GP HLDG LTD com 01609W102 41,537 183,162 SH   SOLE   63,737 0 119,425
ALPHABET INC CLASS A com 02079K305 80,230 32,857 SH   SOLE   10,995 0 21,862
ALPHABET INC CLASS C com 02079K107 36,527 14,574 SH   SOLE   5,981 0 8,593
ALTRIA GROUP INC com 02209S103 860 18,036 SH   SOLE   0 0 18,036
AMAZON.COM INC com 023135106 23,383 6,797 SH   SOLE   2,128 0 4,669
AON PLC com G0403H108 22,897 95,900 SH   SOLE   34,091 0 61,809
APPLE INC com 037833100 4,586 33,485 SH   SOLE   3,506 0 29,979
BERKSHIRE HATHAWAY B NEW CLASS com 084670702 2,048 7,368 SH   SOLE   1,075 0 6,293
BLUE BIRD CORP com 095306106 824 33,160 SH   SOLE   0 0 33,160
BROOKFIELD ASSET MGMT INC com 112585104 401 7,859 SH   SOLE   0 0 7,859
CANOO INC COM CL A com 13803R102 746 75,000 SH   SOLE   25,000 0 50,000
CATERPILLAR INC com 149123101 302 1,387 SH   SOLE   0 0 1,387
CENTENE CORP com 15135B101 35,814 491,077 SH   SOLE   174,738 0 316,339
CIGNA CORP NEW com 125523100 50,005 210,928 SH   SOLE   75,310 0 135,618
CISCO SYSTEMS INC com 17275R102 610 11,501 SH   SOLE   317 0 11,184
CIT GROUP INC com 125581801 53,915 1,045,073 SH   SOLE   375,944 0 669,129
COHERENT INC com 192479103 264 1,000 SH   SOLE   0 0 1,000
CTT CORREIOS DE PORTUG SHS com X1R05J122 438 76,600 SH   SOLE   58,400 0 18,200
CUMMINS INC com 231021106 244 1,000 SH   SOLE   0 0 1,000
DANAHER CORP com 235851102 51,637 192,417 SH   SOLE   66,756 0 125,660
DASEKE INC COM com 23753F107 203 31,284 SH   SOLE   0 0 31,284
FACEBOOK INC A com 30303M102 92,081 264,821 SH   SOLE   94,593 0 170,228
FIDELITY NATL INFO SVCS com 31620M106 290 2,049 SH   SOLE   0 0 2,049
FRANCO NEV CORP COM com 351858105 17,286 119,157 SH   SOLE   41,785 0 77,372
GABRIEL TECHNOLOGIES CP com 362447104 0 10,000 SH   SOLE   10,000 0 0
GLOBAL PAYMENTS INC com 37940X102 43,061 229,608 SH   SOLE   83,974 0 145,634
HOME DEPOT INC com 437076102 239 748 SH   SOLE   183 0 565
I SHARES RUSL 2000 com 464287655 428 1,867 SH   SOLE   560 0 1,307
IDEXX LABS INC com 45168D104 15,014 23,774 SH   SOLE   9,134 0 14,640
INTERCONTINENTAL EXCHANGE com 45866f104 17,792 149,888 SH   SOLE   53,641 0 96,247
INTL BUSINESS MACHINES com 459200101 262 1,785 SH   SOLE   0 0 1,785
INTUITIVE SURGICAL INC com 46120E602 460 500 SH   SOLE   0 0 500
ISHARES MSCI GWTH IDX FD com 464288885 338 3,150 SH   SOLE   800 0 2,350
ISHARES TR DJ TOTAL MKT US TOT com 464287846 783 7,250 SH   SOLE   3,000 0 4,250
ISHARES TR RUSSELL 1000 RUSSEL com 464287622 793 3,275 SH   SOLE   1,350 0 1,925
JD.COM INC com 47215P106 36,888 462,203 SH   SOLE   167,061 0 295,142
JOHNSON & JOHNSON com 478160104 298 1,807 SH   SOLE   443 0 1,364
KELLOGG CO com 487836108 322 5,000 SH   SOLE   0 0 5,000
MERCK & CO INC NEW com 58933y105 463 5,954 SH   SOLE   66 0 5,888
MICROSOFT CORP com 594918104 1,986 7,332 SH   SOLE   2,147 0 5,185
MONDELEZ INTL INC com 609207105 686 10,993 SH   SOLE   0 0 10,993
PAYPAL HOLDINGS INC com 70450Y103 62,309 213,767 SH   SOLE   77,615 0 136,152
PEMBINA PIPELINE CORP F com 706327103 379 11,939 SH   SOLE   11,939 0 0
PEPSICO INCORPORATED com 713448108 255 1,719 SH   SOLE   1,211 0 508
PFIZER INC com 717081103 301 7,696 SH   SOLE   150 0 7,546
PHILIP MORRIS INTL INC com 718172109 1,861 18,779 SH   SOLE   95 0 18,684
PROCTER & GAMBLE com 742718109 967 7,170 SH   SOLE   0 0 7,170
PROGRESSIVE CORP OHIO com 743315103 232 2,359 SH   SOLE   435 0 1,924
RICHARDS PACKAGING INCOME com 763102100 1,011 20,500 SH   SOLE   0 0 20,500
S&P 500 INDEX com 464287200 1,451 3,374 SH   SOLE   1,320 0 2,054
SALESFORCE.COM INC com 79466L302 18,808 76,996 SH   SOLE   27,221 0 49,775
SHERWIN-WILLIAMS com 824348106 1,063 3,900 SH   SOLE   3,900 0 0
SPDR S&P MIDCAP 400 ETF com 78467Y107 516 1,051 SH   SOLE   440 0 611
TENCENT HLDGS LTD ADR com 88032Q109 43,578 578,728 SH   SOLE   210,216 0 368,512
TEXAS PACIFIC LAND CORP com 88262P102 28,229 17,646 SH   SOLE   6,215 0 11,431
UNION PACIFIC CORP com 907818108 247 1,122 SH   SOLE   0 0 1,122
US ECOLOGY INC com 025533407 691 18,410 SH   SOLE   0 0 18,410
VANGUARD FTSE EMERGING MKTS IN com 922042858 243 4,477 SH   SOLE   1,520 0 2,957
VISA INC com 92826C839 83,284 356,189 SH   SOLE   124,694 0 231,496
WILLIS TOWERS WATSON com G96629103 49,698 216,058 SH   SOLE   76,159 0 139,899
WORKDAY INC CL A com 98138H101 10,926 45,764 SH   SOLE   16,422 0 29,342