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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AT&T COM 00206R102   2,881,905 191,871 SH   SOLE   153,823 0 38,047
AbbVie Inc COM 00287Y109   538,106 3,610 SH   SOLE   3,435 0 175
Accenture Plc COM G1151C101   31,953,131 104,044 SH   SOLE   71,285 0 32,759
Adobe Inc COM 00724F101   59,870,401 117,415 SH   SOLE   83,019 0 34,396
Alibaba Group COM 01609W102   254,321 2,932 SH   SOLE   1,757 0 1,175
Alphabet Inc Cl A COM 02079K305   104,322,246 797,205 SH   SOLE   569,871 0 227,334
Alphabet Inc Cl C COM 02079K107   744,952 5,650 SH   SOLE   5,600 0 50
Amazon.com Inc COM 023135106   26,945,753 211,971 SH   SOLE   157,932 0 54,039
American Tower Corp COM 03027X100   2,651,477 16,123 SH   SOLE   13,020 0 3,103
Amphenol Corp COM 032095101   44,574,256 530,709 SH   SOLE   377,989 0 152,719
Apple Inc COM 037833100   85,721,999 500,683 SH   SOLE   357,097 0 143,586
Autodesk Inc COM 052769106   37,860,184 182,979 SH   SOLE   130,384 0 52,595
Autozone Inc COM 053332102   9,809,441 3,862 SH   SOLE   3,048 0 814
Berkshire Hthwy Cl A COM 084670108   531,477 1 SH   SOLE   0 0 1
Boeing Co COM 097023105   962,958 5,023 SH   SOLE   4,110 0 913
Booking Holdings COM 09857L108   44,979,410 14,585 SH   SOLE   10,421 0 4,164
Booz Allen Hamilton Hld COM 099502106   2,603,711 23,828 SH   SOLE   18,831 0 4,997
Broadridge Fin'l Solutns COM 11133T103   20,908,228 116,773 SH   SOLE   78,546 0 38,226
CVS Health Corp COM 126650100   2,156,689 30,889 SH   SOLE   24,355 0 6,533
Chevron Corp New COM 166764100   898,144 5,326 SH   SOLE   4,326 0 1,000
Cintas Corp COM 172908105   11,670,219 24,261 SH   SOLE   19,035 0 5,225
Cisco Systems Inc COM 17275R102   2,794,239 51,976 SH   SOLE   41,534 0 10,442
Conocophillips COM 20825c104   371,380 3,100 SH   SOLE   1,500 0 1,600
Constellation Brands COM 21036P108   3,912,845 15,568 SH   SOLE   12,043 0 3,525
Copart Inc COM 217204106   12,248,591 284,256 SH   SOLE   223,101 0 61,155
Deere & Co COM 244199105   245,459 650 SH   SOLE   500 0 150
Devon Energy Corp New COM 25179M103   300,194 6,293 SH   SOLE   4,067 0 2,225
Dollar General Corp COM 256677105   21,972,063 207,675 SH   SOLE   146,724 0 60,950
Dollar Tree Stores COM 256746108   656,796 6,170 SH   SOLE   5,130 0 1,040
Dominos Pizza Inc COM 25754A201   420,459 1,110 SH   SOLE   756 0 353
Ecolab Inc COM 278865100   254,100 1,500 SH   SOLE   1,500 0 0
Extra Space Storage COM 30225T102   1,886,467 15,516 SH   SOLE   12,447 0 3,069
Fiserv Inc COM 337738108   45,197,950 400,123 SH   SOLE   282,875 0 117,248
Fleetcor Technologies COM 339041105   12,769,553 50,010 SH   SOLE   39,498 0 10,512
GoDaddy Inc COM 380237107   11,103,478 149,080 SH   SOLE   119,046 0 30,034
Guardian Cap Group COM 401339304   1,570,520 49,700 SH   SOLE   28,200 0 21,500
Home Depot Inc COM 437076102   42,857,249 141,836 SH   SOLE   97,194 0 44,642
Icon Plc COM G4705A100   26,614,084 108,077 SH   SOLE   74,963 0 33,113
Idexx Laboratories COM 45168D104   6,022,956 13,774 SH   SOLE   10,837 0 2,937
Infosys Ltd COM 456788108   196,131 11,463 SH   SOLE   7,000 0 4,463
Intuit Inc COM 461202103   39,627,327 77,557 SH   SOLE   56,433 0 21,123
JP Morgan Chase COM 46625H100   3,776,203 26,039 SH   SOLE   20,593 0 5,446
Kenvue Inc COM 49177J102   2,915,252 145,181 SH   SOLE   114,816 0 30,365
Kroger Co COM 501044101   573,786 12,822 SH   SOLE   6,604 0 6,217
Lockheed Martin Corp COM 539830109   1,548,492 3,786 SH   SOLE   3,027 0 759
Lowes Companies COM 548661107   15,118,895 72,742 SH   SOLE   57,692 0 15,050
Magazine Luiza SA ADR COM 559045109   39,933 23,217 SH   SOLE   14,230 0 8,987
Markel Group Inc COM 570535104   45,044,205 30,590 SH   SOLE   21,522 0 9,068
Mastercard Inc COM 57636Q104   49,701,940 125,538 SH   SOLE   90,360 0 35,177
Match Group COM 57667L107   351,008 8,960 SH   SOLE   5,695 0 3,265
Mcdonalds COM 580135101   2,627,317 9,973 SH   SOLE   8,121 0 1,852
Mercadolibre Inc COM 58733R102   285,273 225 SH   SOLE   135 0 90
Meta Platforms Inc COM 30303M102   1,127,588 3,756 SH   SOLE   2,346 0 1,410
Microsoft Corp COM 594918104   57,463,542 181,990 SH   SOLE   124,540 0 57,450
Napco Security Tech COM 630402105   10,605,983 476,673 SH   SOLE   377,756 0 98,917
Nestle S A Reg B ADR COM 641069406   3,028,995 26,765 SH   SOLE   21,454 0 5,311
Nvidia Corp COM 67066G104   21,477,045 49,373 SH   SOLE   38,982 0 10,390
Paypal Holdings COM 70450Y103   20,252,268 346,429 SH   SOLE   247,019 0 99,410
Pepsico Inc COM 713448108   2,400,597 14,167 SH   SOLE   11,535 0 2,632
Phillips 66 COM 718546104   4,521,684 37,633 SH   SOLE   30,602 0 7,031
Pool Corp COM 73278L105   8,456,836 23,748 SH   SOLE   18,779 0 4,968
RTX Corp COM 75513E101   14,101,171 195,931 SH   SOLE   131,829 0 64,101
Restaurant Brands Int'l COM 76131D103   30,941,966 464,454 SH   SOLE   324,197 0 140,257
S&P Global Inc COM 78409V104   39,822,491 108,980 SH   SOLE   78,968 0 30,012
Sherwin Williams Co COM 824348106   29,458,095 115,499 SH   SOLE   82,738 0 32,760
Starbucks COM 855244109   365,080 4,000 SH   SOLE   4,000 0 0
Steris Plc COM G8473T100   516,734 2,355 SH   SOLE   1,403 0 952
TJX Companies COM 872540109   48,861,511 549,746 SH   SOLE   394,454 0 155,292
Taiwan Semi Manuf Co COM 874039100   282,425 3,250 SH   SOLE   1,970 0 1,280
Take-Two Interactive COM 874054109   29,225,196 208,171 SH   SOLE   149,775 0 58,396
Tencent Holdings Adr COM 88032Q109   251,973 6,516 SH   SOLE   3,951 0 2,565
Thermo Fisher Sci COM 883556102   44,447,094 87,810 SH   SOLE   62,569 0 25,241
Ulta Beauty Inc COM 90384S303   556,034 1,392 SH   SOLE   660 0 732
Union Pacific COM 907818108   1,675,978 8,230 SH   SOLE   6,633 0 1,597
United Health Group COM 91324P102   46,898,925 93,018 SH   SOLE   66,703 0 26,314
United Parcel Service COM 911312106   2,390,392 15,335 SH   SOLE   12,654 0 2,681
Verizon Commun COM 92343V104   3,127,463 96,496 SH   SOLE   77,365 0 19,130
Visa Inc COM 92826C839   35,893,747 156,052 SH   SOLE   109,999 0 46,053
WEC Energy Group COM 92939U106   2,117,140 26,283 SH   SOLE   21,039 0 5,244
WEG SA COM 94858P209   116,697 15,570 SH   SOLE   9,440 0 6,130
Walt Disney Co COM 254687106   21,966,173 271,020 SH   SOLE   184,788 0 86,231
Yum China Holdings Inc COM 98850P109   321,678 5,773 SH   SOLE   4,273 0 1,500
Zebra Technologies COM 989207105   28,981,074 122,526 SH   SOLE   88,047 0 34,479
Zions Bancorp COM 989701107   1,146,902 32,871 SH   SOLE   20,690 0 12,181
Zoetis Inc COM 98978V103   30,283,846 174,065 SH   SOLE   120,660 0 53,404