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   2,945,086 175,511 SH   SOLE   143,781 0 31,730
AbbVie Inc COM 00287Y109   559,441 3,610 SH   SOLE   3,435 0 175
Abbott Labs COM 002824100   550,350 5,000 SH   SOLE   0 0 5,000
Accenture Plc COM G1151C101   35,180,062 100,253 SH   SOLE   69,030 0 31,223
Adams Nat Res ETF COM 00548F105   412,600 20,000 SH   SOLE   0 0 20,000
Adobe Inc COM 00724F101   60,068,650 100,684 SH   SOLE   71,585 0 29,099
Alphabet Inc Cl A COM 02079K305   105,752,174 757,049 SH   SOLE   548,687 0 208,362
Alphabet Inc Cl C COM 02079K107   3,614,854 25,650 SH   SOLE   5,600 0 20,050
Amazon.com Inc COM 023135106   40,480,158 266,422 SH   SOLE   195,102 0 71,320
American Tower Corp COM 03027X100   3,626,438 16,798 SH   SOLE   13,667 0 3,131
Amphenol Corp COM 032095101   51,387,722 518,387 SH   SOLE   370,049 0 148,338
Apple Inc COM 037833100   94,364,488 490,128 SH   SOLE   347,005 0 143,123
Autodesk Inc COM 052769106   43,845,391 180,078 SH   SOLE   127,653 0 52,425
Autozone Inc COM 053332102   9,680,523 3,744 SH   SOLE   3,016 0 728
Berkshire Hthwy Cl A COM 084670108   542,625 1 SH   SOLE   0 0 1
Boeing Co COM 097023105   1,291,252 4,953 SH   SOLE   4,040 0 913
Booking Holdings COM 09857L108   49,292,169 13,896 SH   SOLE   10,012 0 3,884
Booz Allen Hamilton Hld COM 099502106   2,182,439 17,062 SH   SOLE   13,864 0 3,198
Broadridge Fin'l Solutns COM 11133T103   18,830,014 91,518 SH   SOLE   62,332 0 29,186
CVS Health Corp COM 126650100   2,479,482 31,401 SH   SOLE   24,774 0 6,626
Chevron Corp New COM 166764100   1,075,261 7,208 SH   SOLE   5,190 0 2,018
Cintas Corp COM 172908105   14,374,378 23,851 SH   SOLE   18,955 0 4,895
Cisco Systems Inc COM 17275R102   3,803,854 75,294 SH   SOLE   44,907 0 30,387
Coca Cola Co COM 191216100   1,178,600 20,000 SH   SOLE   0 0 20,000
Conocophillips COM 20825c104   348,210 3,000 SH   SOLE   1,400 0 1,600
Constellation Brands COM 21036P108   2,985,338 12,348 SH   SOLE   9,423 0 2,925
Copart Inc COM 217204106   13,672,421 279,029 SH   SOLE   221,599 0 57,430
Deere & Co COM 244199105   260,306 650 SH   SOLE   500 0 150
Devon Energy Corp New COM 25179M103   286,523 6,325 SH   SOLE   4,080 0 2,244
Dollar General Corp COM 256677105   28,497,771 209,619 SH   SOLE   145,182 0 64,436
Dollar Tree Stores COM 256746108   876,448 6,170 SH   SOLE   5,130 0 1,040
Dominos Pizza Inc COM 25754A201   458,041 1,111 SH   SOLE   756 0 354
Ecolab Inc COM 278865100   297,525 1,500 SH   SOLE   1,500 0 0
Eli Lily & Co COM 532457108   1,457,300 2,500 SH   SOLE   0 0 2,500
Extra Space Storage COM 30225T102   3,700,926 23,083 SH   SOLE   18,719 0 4,364
Fiserv Inc COM 337738108   51,430,666 387,162 SH   SOLE   271,793 0 115,369
Fleetcor Technologies COM 339041105   14,185,326 50,194 SH   SOLE   40,679 0 9,515
GoDaddy Inc COM 380237107   15,282,368 143,956 SH   SOLE   116,911 0 27,045
Guardian Cap Group COM 401339304   2,177,875 65,200 SH   SOLE   30,000 0 35,200
HDFC Bank Ltd COM 40415F101   206,363 3,075 SH   SOLE   1,780 0 1,295
Home Depot Inc COM 437076102   47,472,380 136,985 SH   SOLE   94,638 0 42,347
Icon Plc COM G4705A100   29,970,460 105,876 SH   SOLE   74,072 0 31,803
Idexx Laboratories COM 45168D104   7,605,850 13,703 SH   SOLE   11,066 0 2,637
Infosys Ltd COM 456788108   196,923 10,714 SH   SOLE   6,251 0 4,463
Intuit Inc COM 461202103   47,267,671 75,624 SH   SOLE   55,072 0 20,551
JP Morgan Chase COM 46625H100   4,554,034 26,772 SH   SOLE   21,448 0 5,324
Kenvue Inc COM 49177J102   3,256,923 151,273 SH   SOLE   120,770 0 30,503
Kinder Morgan COM 49456B101   320,024 18,142 SH   SOLE   0 0 18,142
Kroger Co COM 501044101   587,998 12,863 SH   SOLE   6,610 0 6,253
Lockheed Martin Corp COM 539830109   2,636,081 5,816 SH   SOLE   4,675 0 1,141
Lowes Companies COM 548661107   16,784,357 75,418 SH   SOLE   61,246 0 14,172
Magazine Luiza SA ADR COM 559045109   36,222 21,690 SH   SOLE   12,703 0 8,987
Markel Group Inc COM 570535104   42,499,736 29,931 SH   SOLE   20,844 0 9,087
Marriott Int'l Inc New COM 571903202   228,913 1,015 SH   SOLE   1,015 0 0
Mastercard Inc COM 57636Q104   53,065,760 124,418 SH   SOLE   89,135 0 35,282
Mcdonalds COM 580135101   3,104,726 10,470 SH   SOLE   8,618 0 1,852
Medtronic Inc COM G5960L103   411,900 5,000 SH   SOLE   0 0 5,000
Mercadolibre Inc COM 58733R102   281,305 179 SH   SOLE   103 0 76
Meta Platforms Inc COM 30303M102   1,318,147 3,724 SH   SOLE   2,340 0 1,384
Microsoft Corp COM 594918104   68,009,259 180,856 SH   SOLE   122,461 0 58,394
Napco Security Tech COM 630402105   15,668,333 457,469 SH   SOLE   370,296 0 87,173
Nestle S A Reg B ADR COM 641069406   204,086 1,765 SH   SOLE   1,465 0 300
Nvidia Corp COM 67066G104   23,216,334 46,880 SH   SOLE   37,692 0 9,187
Paypal Holdings COM 70450Y103   17,535,349 285,545 SH   SOLE   199,957 0 85,588
Pepsico Inc COM 713448108   2,505,620 14,752 SH   SOLE   12,092 0 2,660
Phillips 66 COM 718546104   5,117,487 38,436 SH   SOLE   31,447 0 6,989
Pool Corp COM 73278L105   9,350,497 23,451 SH   SOLE   18,983 0 4,468
RTX Corp COM 75513E101   16,750,018 199,073 SH   SOLE   131,809 0 67,263
Restaurant Brands Int'l COM 76131D103   35,916,939 459,707 SH   SOLE   314,873 0 144,833
S&P Global Inc COM 78409V104   46,086,702 104,618 SH   SOLE   75,641 0 28,977
SPDR S&P 500 COM 78462F103   9,215,310 19,388 SH   SOLE   15,092 0 4,296
SRH Total Rtn ETF COM 101507101   432,896 31,211 SH   SOLE   0 0 31,211
Sherwin Williams Co COM 824348106   34,652,607 111,101 SH   SOLE   79,141 0 31,960
Starbucks COM 855244109   384,040 4,000 SH   SOLE   4,000 0 0
Steris Plc COM G8473T100   416,615 1,895 SH   SOLE   890 0 1,005
TJX Companies COM 872540109   50,981,630 543,456 SH   SOLE   390,005 0 153,450
Taiwan Semi Manuf Co COM 874039100   315,952 3,038 SH   SOLE   1,758 0 1,280
Take-Two Interactive COM 874054109   31,962,819 198,588 SH   SOLE   144,084 0 54,504
Tencent Holdings Adr COM 88032Q109   230,178 6,091 SH   SOLE   3,526 0 2,565
Thermo Fisher Sci COM 883556102   47,476,736 89,445 SH   SOLE   63,269 0 26,175
Ulta Beauty Inc COM 90384S303   449,320 917 SH   SOLE   185 0 732
Union Pacific COM 907818108   2,089,522 8,507 SH   SOLE   6,916 0 1,591
United Health Group COM 91324P102   48,274,804 91,695 SH   SOLE   65,676 0 26,018
United Parcel Service COM 911312106   2,433,669 15,478 SH   SOLE   12,739 0 2,739
Verizon Commun COM 92343V104   3,578,745 94,926 SH   SOLE   76,695 0 18,231
Visa Inc COM 92826C839   38,231,455 146,846 SH   SOLE   104,470 0 42,376
WEC Energy Group COM 92939U106   2,264,729 26,906 SH   SOLE   21,646 0 5,260
WEG SA COM 94858P209   111,782 14,555 SH   SOLE   8,425 0 6,130
Wal-Mart Stores Inc COM 931142103   1,576,500 10,000 SH   SOLE   0 0 10,000
Walt Disney Co COM 254687106   18,797,658 208,192 SH   SOLE   136,290 0 71,901
Waste Management COM 94106L109   1,401,457 7,825 SH   SOLE   0 0 7,825
Yum China Holdings Inc COM 98850P109   263,238 6,204 SH   SOLE   4,414 0 1,790
Zebra Technologies COM 989207105   32,509,050 118,937 SH   SOLE   83,605 0 35,332
Zions Bancorp COM 989701107   1,451,143 33,078 SH   SOLE   20,773 0 12,305
Zoetis Inc COM 98978V103   33,681,681 170,652 SH   SOLE   116,396 0 54,255