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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AT&T COM 00206R102 4,498 148,627 SH   SOLE   74,313 0 74,313
AbbVie Inc COM 00287Y109 903 8,350 SH   SOLE   4,175 0 4,175
Accenture Plc COM G1151C101 544 1,970 SH   SOLE   985 0 985
Adobe Systems COM 00724F101 60,873 128,056 SH   SOLE   64,028 0 64,028
Alibaba Group COM 01609W102 773 3,412 SH   SOLE   1,706 0 1,706
Alphabet Inc Cl A COM 02079K305 228,069 110,578 SH   SOLE   55,289 0 55,289
Alphabet Inc Cl C COM 02079K107 1,232 596 SH   SOLE   298 0 298
Amazon.com Inc COM 023135106 6,540 2,114 SH   SOLE   1,057 0 1,057
American Tower Corp COM 03027X100 3,472 14,526 SH   SOLE   7,263 0 7,263
Amphenol Corp Cl A COM 032095101 91,070 1,380,478 SH   SOLE   690,239 0 690,239
Apple Inc COM 037833100 200,987 1,645,415 SH   SOLE   822,707 0 822,707
Becton Dickinson & Co COM 075887109 1,898 7,809 SH   SOLE   3,904 0 3,904
Berkshire Hthwy Cl A COM 084670108 771 2 SH   SOLE   1 0 1
Boeing Co COM 097023105 3,277 12,867 SH   SOLE   6,433 0 6,433
Booking Holdings COM 09857L108 129,753 55,692 SH   SOLE   27,846 0 27,846
Brinker Int'l COM 109641100 497 7,000 SH   SOLE   3,500 0 3,500
Broadridge Fin'l Solutns COM 11133T103 84,606 552,623 SH   SOLE   276,311 0 276,311
CVS Health Corp COM 126650100 5,094 67,717 SH   SOLE   33,858 0 33,858
Chevron Corp New COM 166764100 1,036 9,890 SH   SOLE   4,945 0 4,945
Cintas Corp COM 172908105 21,587 63,248 SH   SOLE   31,624 0 31,624
Cisco Systems Inc COM 17275R102 5,532 106,994 SH   SOLE   53,497 0 53,497
Citrix Systems Inc COM 177376100 64,287 458,020 SH   SOLE   229,010 0 229,010
Comcast Corp Cl A COM 20030N101 3,429 63,376 SH   SOLE   31,688 0 31,688
Constellation Brands COM 21036P108 25,376 111,299 SH   SOLE   55,649 0 55,649
Copart Inc COM 217204106 21,625 199,112 SH   SOLE   99,556 0 99,556
Del Taco Restaurants COM 245496104 838 87,500 SH   SOLE   43,750 0 43,750
Dollar Tree Stores COM 256746108 46,943 410,134 SH   SOLE   205,067 0 205,067
Ecolab Inc COM 278865100 1,224 5,720 SH   SOLE   2,860 0 2,860
Facebook Inc COM 30303M102 179,003 607,760 SH   SOLE   303,880 0 303,880
Fiserv Inc COM 337738108 122,682 1,030,598 SH   SOLE   515,299 0 515,299
Fleetcor Technologies COM 339041105 25,650 95,486 SH   SOLE   47,743 0 47,743
Ford Motor Co COM 345370860 247 20,184 SH   SOLE   10,092 0 10,092
Fortune Brnds Hme&Sec COM 34964C106 56,021 584,652 SH   SOLE   292,326 0 292,326
GoDaddy Inc COM 380237107 21,690 279,442 SH   SOLE   139,721 0 139,721
Guardian Cap Group COM 401339304 988 42,100 SH   SOLE   21,050 0 21,050
HDFC Bank Ltd COM 40415F101 477 6,146 SH   SOLE   3,073 0 3,073
Home Depot Inc COM 437076102 106,744 349,696 SH   SOLE   174,848 0 174,848
IAA Inc COM 449253103 36,678 665,195 SH   SOLE   332,597 0 332,597
IAC Interactive COM 44891N109 545 2,520 SH   SOLE   1,260 0 1,260
Ingredion Inc COM 457187102 3,452 38,400 SH   SOLE   19,200 0 19,200
Intuit Inc COM 461202103 24,117 62,961 SH   SOLE   31,480 0 31,480
JP Morgan Chase COM 46625H100 4,167 27,376 SH   SOLE   13,688 0 13,688
Johnson & Johnson COM 478160104 4,008 24,392 SH   SOLE   12,196 0 12,196
Kar Auction Services COM 48238T109 1,173 78,201 SH   SOLE   39,100 0 39,100
Kroger Co COM 501044101 4,486 124,647 SH   SOLE   62,323 0 62,323
Lockheed Martin Corp COM 539830109 2,695 7,294 SH   SOLE   3,647 0 3,647
Lowes Companies COM 548661107 34,702 182,469 SH   SOLE   91,234 0 91,234
Markel Corp COM 570535104 111,445 97,792 SH   SOLE   48,896 0 48,896
Marriott Int'l Inc New COM 571903202 533 3,600 SH   SOLE   1,800 0 1,800
Mastercard Inc COM 57636Q104 130,701 367,087 SH   SOLE   183,543 0 183,543
Match Group COM 57667L107 71,980 523,952 SH   SOLE   261,976 0 261,976
Mcdonalds COM 580135101 4,159 18,555 SH   SOLE   9,277 0 9,277
Mercadolibre Inc COM 58733R102 1,001 680 SH   SOLE   340 0 340
Microsoft Corp COM 594918104 67,478 286,205 SH   SOLE   143,102 0 143,102
NV5 Global COM 62945V109 418 4,332 SH   SOLE   2,166 0 2,166
Nestle S A Reg B ADR COM 641069406 4,168 37,386 SH   SOLE   18,693 0 18,693
Netease ADR COM 64110W102 448 4,340 SH   SOLE   2,170 0 2,170
Nvidia Corp COM 67066G104 28,879 54,089 SH   SOLE   27,044 0 27,044
Paypal Holdings COM 70450Y103 37,971 156,364 SH   SOLE   78,182 0 78,182
Pepsico Inc COM 713448108 4,679 33,080 SH   SOLE   16,540 0 16,540
PerkinElmer Inc COM 714046109 54,885 427,823 SH   SOLE   213,911 0 213,911
Phillips 66 COM 718546104 5,778 70,862 SH   SOLE   35,431 0 35,431
Pluralsight Inc COM 72941B106 652 29,200 SH   SOLE   14,600 0 14,600
Raytheon Technologies COM 75513E101 39,038 505,218 SH   SOLE   252,609 0 252,609
Restaurant Brands Int'l COM 76131D103 6,386 98,247 SH   SOLE   49,123 0 49,123
S&P Global Inc COM 78409V104 87,463 247,862 SH   SOLE   123,931 0 123,931
Sherwin Williams Co COM 824348106 65,993 89,421 SH   SOLE   44,710 0 44,710
Starbucks COM 855244109 1,223 11,200 SH   SOLE   5,600 0 5,600
Steris Plc COM G8473T100 90,226 473,679 SH   SOLE   236,839 0 236,839
TJX Companies COM 872540109 87,519 1,323,051 SH   SOLE   661,525 0 661,525
Taiwan Semi Manuf Co COM 874039100 889 7,520 SH   SOLE   3,760 0 3,760
Take-Two Interactive COM 874054109 104,110 589,194 SH   SOLE   294,597 0 294,597
Teleflex Inc COM 879369106 18,975 45,674 SH   SOLE   22,837 0 22,837
Thermo Fisher Scientific COM 883556102 101,458 222,311 SH   SOLE   111,155 0 111,155
Ulta Beauty Inc COM 90384S303 93,021 300,876 SH   SOLE   150,438 0 150,438
Union Pacific COM 907818108 1,035 4,699 SH   SOLE   2,349 0 2,349
United Health Group Inc COM 91324P102 2,938 7,898 SH   SOLE   3,949 0 3,949
United Parcel Service Inc COM 911312106 4,620 27,183 SH   SOLE   13,591 0 13,591
Verizon Commun COM 92343V104 5,025 86,421 SH   SOLE   43,210 0 43,210
Visa COM 92826C839 84,540 399,284 SH   SOLE   199,642 0 199,642
WEC Energy Group COM 92939U106 3,364 35,953 SH   SOLE   17,976 0 17,976
Walgreens Boots Allnc COM 931427108 682 12,425 SH   SOLE   6,212 0 6,212
Walt Disney Co COM 254687106 141,306 765,805 SH   SOLE   382,902 0 382,902
Wells Fargo & Co COM 949746101 617 15,803 SH   SOLE   7,901 0 7,901
Wex Inc COM 96208T104 566 2,706 SH   SOLE   1,353 0 1,353
Yum China Holdings Inc COM 98850P109 817 13,813 SH   SOLE   6,906 0 6,906
Zebra Technologies COM 989207105 93,441 192,592 SH   SOLE   96,296 0 96,296
Zions Bancorp COM 989701107 2,096 38,150 SH   SOLE   19,075 0 19,075
Zoetis Inc COM 98978V103 61,707 391,845 SH   SOLE   195,922 0 195,922