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
AT&T COM 00206R102 2,314 94,079 SH   SOLE   1,295 0 92,784
AbbVie Inc COM 00287Y109 532 3,935 SH   SOLE   0 0 3,935
Accenture Plc COM G1151C101 408 985 SH   SOLE   0 0 985
Adobe Inc COM 00724F101 35,562 62,713 SH   SOLE   24,001 0 38,712
Affiliated Mngrs Group COM 008252108 203 1,240 SH   SOLE   0 0 1,240
Alibaba Group COM 01609W102 366 3,088 SH   SOLE   0 0 3,088
Alphabet Inc Cl A COM 02079K305 128,570 44,380 SH   SOLE   16,618 0 27,762
Alphabet Inc Cl C COM 02079K107 810 280 SH   SOLE   13 0 267
Amazon.com Inc COM 023135106 4,034 1,210 SH   SOLE   0 0 1,210
American Tower Corp COM 03027X100 2,561 8,756 SH   SOLE   101 0 8,655
Amphenol Corp COM 032095101 60,252 688,913 SH   SOLE   273,128 0 415,785
Apple Inc COM 037833100 143,752 809,554 SH   SOLE   291,901 0 517,653
Autodesk Inc COM 052769106 56,061 199,371 SH   SOLE   76,710 0 122,661
Ball Corp COM 058498106 428 4,450 SH   SOLE   0 0 4,450
Becton Dickinson & Co COM 075887109 503 2,000 SH   SOLE   0 0 2,000
Berkshire Hthwy Cl A COM 084670108 450 1 SH   SOLE   0 0 1
Boeing Co COM 097023105 1,400 6,958 SH   SOLE   0 0 6,958
Booking Holdings COM 09857L108 61,307 25,553 SH   SOLE   9,829 0 15,724
Broadridge Fin'l Solutns COM 11133T103 51,468 281,523 SH   SOLE   111,862 0 169,661
CDW Corp COM 12514G108 244 1,195 SH   SOLE   0 0 1,195
CVS Health Corp COM 126650100 3,061 29,675 SH   SOLE   348 0 29,327
Chevron Corp New COM 166764100 622 5,307 SH   SOLE   0 0 5,307
Choice Hotels Int'l COM 169905106 221 1,421 SH   SOLE   0 0 1,421
Cintas Corp COM 172908105 13,893 31,351 SH   SOLE   12,285 0 19,065
Cisco Systems Inc COM 17275R102 3,989 62,949 SH   SOLE   705 0 62,244
Comcast Corp Cl A COM 20030N101 2,652 52,697 SH   SOLE   687 0 52,010
Conocophillips COM 20825c104 242 3,355 SH   SOLE   0 0 3,355
Constellation Brands COM 21036P108 15,595 62,140 SH   SOLE   19,167 0 42,972
Copart Inc COM 217204106 14,747 97,267 SH   SOLE   38,891 0 58,376
Del Taco Restaurants COM 245496104 420 33,750 SH   SOLE   0 0 33,750
Dollar Tree Stores COM 256746108 1,039 7,394 SH   SOLE   0 0 7,394
EPAM Systems Inc COM 29414B104 207 311 SH   SOLE   0 0 311
Ecolab Inc COM 278865100 668 2,850 SH   SOLE   0 0 2,850
Fiserv Inc COM 337738108 53,214 512,712 SH   SOLE   197,673 0 315,039
Fleetcor Technologies COM 339041105 11,568 51,683 SH   SOLE   21,130 0 30,553
Ford Motor Co COM 345370860 210 10,143 SH   SOLE   0 0 10,143
Fortune Brnds Hme&Sec COM 34964C106 30,863 288,716 SH   SOLE   117,303 0 171,412
GoDaddy Inc COM 380237107 11,603 136,739 SH   SOLE   55,326 0 81,413
Guardian Cap Group COM 401339304 895 32,375 SH   SOLE   0 0 32,375
HDFC Bank Ltd COM 40415F101 254 3,913 SH   SOLE   0 0 3,913
Home Depot Inc COM 437076102 71,516 172,325 SH   SOLE   58,897 0 113,427
IAA Inc COM 449253103 32,142 634,984 SH   SOLE   247,181 0 387,802
IPG Photonics Corp COM 44980X109 218 1,271 SH   SOLE   0 0 1,271
Icon PLC COM G4705A100 270 873 SH   SOLE   0 0 873
Infosys Ltd COM 456788108 204 8,075 SH   SOLE   0 0 8,075
Intuit Inc COM 461202103 18,680 29,041 SH   SOLE   11,395 0 17,646
JP Morgan Chase COM 46625H100 2,553 16,127 SH   SOLE   175 0 15,952
Johnson & Johnson COM 478160104 2,575 15,056 SH   SOLE   189 0 14,867
Jones Lang Lasalle COM 48020Q107 218 810 SH   SOLE   0 0 810
Kroger Co COM 501044101 3,326 73,506 SH   SOLE   535 0 72,971
Lockheed Martin Corp COM 539830109 1,683 4,736 SH   SOLE   71 0 4,665
Lowes Companies COM 548661107 22,629 87,548 SH   SOLE   34,636 0 52,911
Markel Corp COM 570535104 54,772 44,386 SH   SOLE   16,430 0 27,956
Mastercard Inc COM 57636Q104 53,794 149,712 SH   SOLE   59,888 0 89,823
Match Group COM 57667L107 49,273 372,575 SH   SOLE   139,954 0 232,621
Mcdonalds COM 580135101 2,942 10,975 SH   SOLE   111 0 10,864
Mercadolibre Inc COM 58733R102 446 331 SH   SOLE   0 0 331
Meta Platforms Inc COM 30303M102 91,820 272,992 SH   SOLE   102,258 0 170,734
Microsoft Corp COM 594918104 59,613 177,251 SH   SOLE   62,954 0 114,297
NV5 Global COM 62945V109 278 2,017 SH   SOLE   0 0 2,017
Napco Security Tech COM 630402105 4,435 88,740 SH   SOLE   33,999 0 54,741
Nestle S A Reg B ADR COM 641069406 3,135 22,338 SH   SOLE   234 0 22,104
Nvidia Corp COM 67066G104 25,413 86,409 SH   SOLE   34,558 0 51,851
Paypal Holdings COM 70450Y103 48,399 256,652 SH   SOLE   93,129 0 163,523
Pepsico Inc COM 713448108 3,376 19,440 SH   SOLE   212 0 19,228
PerkinElmer Inc COM 714046109 40,295 200,413 SH   SOLE   78,559 0 121,854
Phillips 66 COM 718546104 2,743 37,862 SH   SOLE   400 0 37,462
Raytheon Technologies COM 75513E101 22,168 257,594 SH   SOLE   98,726 0 158,867
Restaurant Brands Int'l COM 76131D103 4,204 69,294 SH   SOLE   605 0 68,689
S&P Global Inc COM 78409V104 58,767 124,526 SH   SOLE   46,430 0 78,095
SPDR S&P 500 COM 78462F103 6,990 14,719 SH   SOLE   10,522 0 4,197
Scotts Miracle-Gro COM 810186106 1,865 11,588 SH   SOLE   141 0 11,447
Sherwin Williams Co COM 824348106 46,867 133,085 SH   SOLE   49,431 0 83,653
Starbucks COM 855244109 535 4,581 SH   SOLE   0 0 4,581
Steris Plc COM G8473T100 58,996 242,373 SH   SOLE   90,677 0 151,695
TJX Companies COM 872540109 51,983 684,720 SH   SOLE   267,059 0 417,661
Taiwan Semi Manuf Co COM 874039100 403 3,350 SH   SOLE   0 0 3,350
Take-Two Interactive COM 874054109 55,910 314,599 SH   SOLE   119,193 0 195,406
Teleflex Inc COM 879369106 7,486 22,791 SH   SOLE   9,219 0 13,572
Thermo Fisher Scientific COM 883556102 73,448 110,077 SH   SOLE   39,756 0 70,321
Ulta Beauty Inc COM 90384S303 1,148 2,786 SH   SOLE   199 0 2,587
Union Pacific COM 907818108 566 2,247 SH   SOLE   0 0 2,247
United Health Group COM 91324P102 2,845 5,665 SH   SOLE   61 0 5,604
United Parcel Service COM 911312106 3,490 16,282 SH   SOLE   171 0 16,111
Verizon Commun COM 92343V104 2,833 54,522 SH   SOLE   590 0 53,932
Visa Inc COM 92826C839 45,601 210,427 SH   SOLE   77,569 0 132,858
WEC Energy Group COM 92939U106 2,132 21,964 SH   SOLE   258 0 21,706
Walgreens Boots Allnc COM 931427108 207 3,980 SH   SOLE   0 0 3,980
Walt Disney Co COM 254687106 62,215 401,677 SH   SOLE   150,978 0 250,698
Wells Fargo & Co COM 949746101 230 4,801 SH   SOLE   0 0 4,801
Yum Brands Inc COM 988498101 242 1,746 SH   SOLE   0 0 1,746
Yum China Holdings Inc COM 98850P109 381 7,654 SH   SOLE   0 0 7,654
Zebra Technologies COM 989207105 57,596 96,769 SH   SOLE   37,123 0 59,646
Zions Bancorp COM 989701107 1,082 17,143 SH   SOLE   0 0 17,143
Zoetis Inc COM 98978V103 47,272 193,717 SH   SOLE   74,700 0 119,016