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
Accenture PLC SHS CLASS A G1151C101 1,222 4,679 SH   SOLE   4,679 0 0
Adobe Systems Inc. COM 00724F101 6,864 13,724 SH   SOLE   13,724 0 0
Alphabet Inc Class C CAP STK CL C 02079K107 12,077 6,894 SH   SOLE   6,894 0 0
Amazon.com Inc. COM 023135106 17,884 5,491 SH   SOLE   5,491 0 0
American Tower Corp COM 03027X100 9,144 40,737 SH   SOLE   40,737 0 0
Apple Computer COM 037833100 16,635 125,371 SH   SOLE   125,371 0 0
Avantor Inc. COM 05352A100 12,520 444,748 SH   SOLE   444,748 0 0
BERKSHIRE HATHAWAY I CL B NEW 084670702 20,906 90,162 SH   SOLE   90,162 0 0
Blackstone Group Inc. COM CL A 09260D107 12,838 198,086 SH   SOLE   198,086 0 0
Booking Holdings Inc. COM 09857L108 1,474 662 SH   SOLE   662 0 0
Charter Communications CL A 16119P108 16,543 25,006 SH   SOLE   25,006 0 0
Coca Cola Companies COM 191216100 12,340 225,024 SH   SOLE   225,024 0 0
Comcast Corp CL A 20030N101 14,297 272,845 SH   SOLE   272,845 0 0
Compass Diversified SH BEN INT 20451Q104 290 14,900 SH   SOLE   14,900 0 0
Crown Castle Intl. Co. COM 22822V101 557 3,500 SH   SOLE   3,500 0 0
Crown Holdings Inc COM 228368106 20,814 207,728 SH   SOLE   207,728 0 0
Dish Network CS 25470M109 2,106 65,135 SH   SOLE   65,135 0 0
Emerson Electric Co. COM 291011104 343 4,270 SH   SOLE   4,270 0 0
Enterprise Product Partners COM 293792107 1,489 76,014 SH   SOLE   76,014 0 0
Facebook Inc. CL A 30303M102 12,657 46,336 SH   SOLE   46,336 0 0
Fastenal Co COM 311900104 430 8,808 SH   SOLE   8,808 0 0
HCA Healthcare Inc. COM 40412C101 761 4,628 SH   SOLE   4,628 0 0
iShares US Preferred PFD AND INCM SEC 464288687 421 10,935 SH   SOLE   10,935 0 0
JP Morgan Chase COM 46625H100 17,989 141,569 SH   SOLE   141,569 0 0
KKR and Co. Inc. Cla COM 48251W104 3,728 92,080 SH   SOLE   92,080 0 0
Microsoft Corp. COM 594918104 19,693 88,539 SH   SOLE   88,539 0 0
Morgan Stanley COM 617446448 13,317 194,318 SH   SOLE   194,318 0 0
Netflix Inc. COM 64110L106 240 443 SH   SOLE   443 0 0
Nike Inc CL B NEW 654106103 212 1,500 SH   SOLE   1,500 0 0
NIVIDA Corp COM 67066G104 10,482 20,072 SH   SOLE   20,072 0 0
Oracle Corp COM 68389X105 388 6,000 SH   SOLE   6,000 0 0
PayPal Hldgs Inc. COM 70450Y103 15,719 67,118 SH   SOLE   67,118 0 0
Pepsico Inc COM 713448108 9,351 63,054 SH   SOLE   63,054 0 0
Procter & Gamble Co COM 742718109 2,329 16,735 SH   SOLE   16,735 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 206 551 SH   SOLE   551 0 0
Shopify Inc. CL A 82509L107 5,493 4,853 SH   SOLE   4,853 0 0
Starbucks Corp COM 855244109 258 2,409 SH   SOLE   2,409 0 0
Thermo Fisher Scientific COM 883556102 16,125 34,619 SH   SOLE   34,619 0 0
Trupanion Inc COM 898202106 6,780 56,639 SH   SOLE   56,639 0 0
Union Pacific Corp COM 907818108 20,231 97,160 SH   SOLE   97,160 0 0
VISA Inc CI A COM CL A 92826C839 15,725 71,892 SH   SOLE   71,892 0 0
Zendesk Inc. COM 98936J101 477 3,333 SH   SOLE   3,333 0 0