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 2,644 126,170 SH   SOLE   16,916 0 109,254
AbbVie Inc COM 00287Y109 608 3,970 SH   SOLE   1,760 0 2,210
Accenture Plc COM G1151C101 14,829 53,410 SH   SOLE   22,516 0 30,894
Adobe Inc COM 00724F101 35,672 97,449 SH   SOLE   44,468 0 52,981
Alibaba Group COM 01609W102 359 3,161 SH   SOLE   218 0 2,943
Alphabet Inc Cl A COM 02079K305 91,454 41,966 SH   SOLE   19,292 0 22,674
Alphabet Inc Cl C COM 02079K107 660 302 SH   SOLE   260 0 42
Amazon.com Inc COM 023135106 2,183 20,560 SH   SOLE   240 0 20,320
American Tower Corp COM 03027X100 2,985 11,679 SH   SOLE   1,315 0 10,364
Amphenol Corp COM 032095101 42,261 656,437 SH   SOLE   304,022 0 352,414
Apple Inc COM 037833100 86,037 629,296 SH   SOLE   283,560 0 345,736
Autodesk Inc COM 052769106 35,431 206,043 SH   SOLE   96,986 0 109,057
Becton Dickinson & Co COM 075887109 464 1,885 SH   SOLE   650 0 1,235
Berkshire Hthwy Cl A COM 084670108 408 1 SH   SOLE   0 0 1
Boeing Co COM 097023105 727 5,323 SH   SOLE   2,850 0 2,473
Booking Holdings COM 09857L108 43,716 24,995 SH   SOLE   11,619 0 13,376
Booz Allen Hamilton Hld COM 099502106 1,939 21,467 SH   SOLE   2,393 0 19,074
Broadridge Fin'l Solutns COM 11133T103 26,899 188,698 SH   SOLE   84,197 0 104,501
CVS Health Corp COM 126650100 2,840 30,654 SH   SOLE   2,917 0 27,737
Chevron Corp New COM 166764100 773 5,342 SH   SOLE   1,412 0 3,930
Cintas Corp COM 172908105 9,826 26,306 SH   SOLE   13,246 0 13,060
Cisco Systems Inc COM 17275R102 2,847 66,768 SH   SOLE   7,556 0 59,212
Comcast Corp Cl A COM 20030N101 2,555 65,136 SH   SOLE   7,491 0 57,645
Conocophillips COM 20825c104 311 3,465 SH   SOLE   0 0 3,465
Constellation Brands COM 21036P108 14,088 60,449 SH   SOLE   27,989 0 32,459
Copart Inc COM 217204106 11,326 104,236 SH   SOLE   53,013 0 51,223
Dollar Tree Stores COM 256746108 969 6,223 SH   SOLE   2,640 0 3,583
Ecolab Inc COM 278865100 236 1,540 SH   SOLE   1,000 0 540
Fiserv Inc COM 337738108 45,613 512,680 SH   SOLE   237,361 0 275,319
Fleetcor Technologies COM 339041105 10,928 52,015 SH   SOLE   25,378 0 26,637
Ford Motor Co COM 345370860 114 10,274 SH   SOLE   0 0 10,274
Fortune Brnds Hme&Sec COM 34964C106 19,498 325,634 SH   SOLE   152,354 0 173,279
GoDaddy Inc COM 380237107 10,036 144,288 SH   SOLE   70,615 0 73,673
Guardian Cap Group COM 401339304 747 32,375 SH   SOLE   0 0 32,375
HDFC Bank Ltd COM 40415F101 208 3,797 SH   SOLE   316 0 3,481
Home Depot Inc COM 437076102 45,448 165,706 SH   SOLE   69,491 0 96,214
IAA Inc COM 449253103 21,426 653,842 SH   SOLE   299,281 0 354,560
Intuit Inc COM 461202103 13,420 34,819 SH   SOLE   17,480 0 17,338
JP Morgan Chase COM 46625H100 2,025 17,985 SH   SOLE   2,149 0 15,836
Johnson & Johnson COM 478160104 2,808 15,824 SH   SOLE   1,788 0 14,036
Kroger Co COM 501044101 598 12,640 SH   SOLE   5,600 0 7,040
Lockheed Martin Corp COM 539830109 1,485 3,455 SH   SOLE   390 0 3,065
Lowes Companies COM 548661107 15,301 87,600 SH   SOLE   43,097 0 44,502
Markel Corp COM 570535104 44,067 34,075 SH   SOLE   15,645 0 18,430
Mastercard Inc COM 57636Q104 45,653 144,712 SH   SOLE   67,231 0 77,480
Match Group COM 57667L107 31,932 458,212 SH   SOLE   214,422 0 243,790
Mcdonalds COM 580135101 2,794 11,318 SH   SOLE   1,741 0 9,577
Mercadolibre Inc COM 58733R102 258 406 SH   SOLE   35 0 371
Meta Platforms Inc COM 30303M102 46,524 288,524 SH   SOLE   132,366 0 156,158
Microsoft Corp COM 594918104 56,245 218,999 SH   SOLE   92,492 0 126,506
NV5 Global COM 62945V109 219 1,878 SH   SOLE   0 0 1,878
Napco Security Tech COM 630402105 4,762 231,290 SH   SOLE   116,326 0 114,964
Nestle S A Reg B ADR COM 641069406 2,740 23,546 SH   SOLE   2,495 0 21,051
Nvidia Corp COM 67066G104 13,680 90,244 SH   SOLE   45,104 0 45,139
Paypal Holdings COM 70450Y103 26,542 380,041 SH   SOLE   180,576 0 199,465
Pepsico Inc COM 713448108 3,418 20,512 SH   SOLE   2,126 0 18,386
PerkinElmer Inc COM 714046109 12,971 91,210 SH   SOLE   39,550 0 51,660
Phillips 66 COM 718546104 3,168 38,646 SH   SOLE   4,571 0 34,075
Raytheon Technologies COM 75513E101 23,060 239,937 SH   SOLE   104,633 0 135,304
Restaurant Brands Int'l COM 76131D103 3,566 71,117 SH   SOLE   15,051 0 56,066
S&P Global Inc COM 78409V104 41,314 122,573 SH   SOLE   57,971 0 64,601
SPDR S&P 500 COM 78462F103 2,251 5,969 SH   SOLE   3,132 0 2,837
Scotts Miracle-Gro COM 810186106 1,035 13,104 SH   SOLE   1,691 0 11,413
Sherwin Williams Co COM 824348106 28,929 129,203 SH   SOLE   60,933 0 68,269
Starbucks COM 855244109 305 4,000 SH   SOLE   2,800 0 1,200
Steris Plc COM G8473T100 43,314 210,111 SH   SOLE   97,175 0 112,936
TJX Companies COM 872540109 37,642 674,001 SH   SOLE   304,950 0 369,051
Taiwan Semi Manuf Co COM 874039100 269 3,293 SH   SOLE   278 0 3,015
Take-Two Interactive COM 874054109 38,565 314,747 SH   SOLE   145,369 0 169,378
Teleflex Inc COM 879369106 7,896 32,120 SH   SOLE   15,787 0 16,333
Thermo Fisher Sci COM 883556102 51,407 94,624 SH   SOLE   42,732 0 51,892
Ulta Beauty Inc COM 90384S303 701 1,820 SH   SOLE   0 0 1,820
Union Pacific COM 907818108 394 1,847 SH   SOLE   1,200 0 647
United Health Group COM 91324P102 2,259 4,399 SH   SOLE   469 0 3,930
United Parcel Service COM 911312106 3,159 17,306 SH   SOLE   1,749 0 15,557
Verizon Commun COM 92343V104 314 6,206 SH   SOLE   1,450 0 4,756
Visa Inc COM 92826C839 41,467 210,612 SH   SOLE   94,779 0 115,833
WEC Energy Group COM 92939U106 2,374 23,592 SH   SOLE   2,650 0 20,942
Walt Disney Co COM 254687106 44,936 476,020 SH   SOLE   219,140 0 256,879
Warner Bros Discovery COM 934423104 407 30,359 SH   SOLE   4,208 0 26,151
Yum China Holdings Inc COM 98850P109 361 7,449 SH   SOLE   410 0 7,039
Zebra Technologies COM 989207105 34,970 118,967 SH   SOLE   54,913 0 64,054
Zions Bancorp COM 989701107 876 17,220 SH   SOLE   9,000 0 8,220
Zoetis Inc COM 98978V103 30,968 180,163 SH   SOLE   82,714 0 97,448