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 1,243 4,499 SH   SOLE   4,499 0 0
Adobe Systems Inc. COM 00724F101 6,206 13,055 SH   SOLE   13,055 0 0
Advance Auto Parts COM 00751Y106 11,650 63,490 SH   SOLE   63,490 0 0
Alphabet Inc CAP STK CL A 02079K305 217 105 SH   SOLE   105 0 0
Alphabet Inc CAP STK CL C 02079K107 13,955 6,746 SH   SOLE   6,746 0 0
Amazon.com Inc. COM 023135106 16,993 5,492 SH   SOLE   5,492 0 0
American Tower Corp COM 03027X100 9,712 40,627 SH   SOLE   40,627 0 0
Apple Inc COM 037833100 15,395 126,031 SH   SOLE   126,031 0 0
Avantor Inc. COM 05352A100 13,260 458,342 SH   SOLE   458,342 0 0
BERKSHIRE HATHAWAY I CL B NEW 084670702 22,555 88,287 SH   SOLE   88,287 0 0
Blackstone Group Inc. COM 09260D107 15,101 202,616 SH   SOLE   202,616 0 0
Booking Holdings Inc. COM 09857L108 1,542 662 SH   SOLE   662 0 0
Charter Communications CL A 16119P108 15,789 25,589 SH   SOLE   25,589 0 0
Chevron Corp COM 166764100 11,683 111,490 SH   SOLE   111,490 0 0
Coca Cola Companies COM 191216100 10,872 206,264 SH   SOLE   206,264 0 0
Comcast Corp CL A 20030N101 14,680 271,290 SH   SOLE   271,290 0 0
Compass Diversified SH BEN INT 20451Q104 345 14,900 SH   SOLE   14,900 0 0
Crown Castle Intl. Co. COM 22822V101 233 1,355 SH   SOLE   1,355 0 0
Crown Holdings Inc COM 228368106 20,612 212,407 SH   SOLE   212,407 0 0
Discovery Inc COM SER C 25470F302 232 6,280 SH   SOLE   6,280 0 0
Dish Network CL A 25470M109 2,248 62,090 SH   SOLE   62,090 0 0
Emerson Electric Co. COM 291011104 385 4,270 SH   SOLE   4,270 0 0
Enterprise Product Partners COM 293792107 1,717 77,954 SH   SOLE   77,954 0 0
Facebook Inc. CL A 30303M102 13,113 44,523 SH   SOLE   44,523 0 0
Fastenal Co COM 311900104 443 8,808 SH   SOLE   8,808 0 0
Goldman Sachs Group COM 38141G104 1,222 3,738 SH   SOLE   3,738 0 0
HCA Healthcare Inc. COM 40412C101 872 4,628 SH   SOLE   4,628 0 0
iShares Tr PFD AND INCM SEC 464288687 420 10,935 SH   SOLE   10,935 0 0
Johnson & Johnson Co. COM 478160104 288 1,752 SH   SOLE   1,752 0 0
JP Morgan Chase COM 46625H100 21,526 141,404 SH   SOLE   141,404 0 0
KKR and Co. Inc. COM 48251W104 4,400 90,080 SH   SOLE   90,080 0 0
Microsoft Inc. COM 594918104 20,853 88,445 SH   SOLE   88,445 0 0
Morgan Stanley COM NEW 617446448 15,164 195,263 SH   SOLE   195,263 0 0
Netflix Inc COM 64110L106 231 443 SH   SOLE   443 0 0
NVIDIA Corp COM 67066G104 9,984 18,700 SH   SOLE   18,700 0 0
Oracle Corp COM 68389X105 291 4,150 SH   SOLE   4,150 0 0
PayPal Hldgs Inc COM 70450Y103 13,615 56,067 SH   SOLE   56,067 0 0
Pepsico Inc COM 713448108 7,898 55,835 SH   SOLE   55,835 0 0
Procter & Gamble Co COM 742718109 2,160 15,950 SH   SOLE   15,950 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 218 551 SH   SOLE   551 0 0
Shopify Inc. CL A 82509L107 5,370 4,853 SH   SOLE   4,853 0 0
Starbucks Corp COM 855244109 263 2,410 SH   SOLE   2,410 0 0
Thermo Fisher Scientific COM 883556102 15,081 33,045 SH   SOLE   33,045 0 0
Trupanion Inc COM 898202106 2,259 29,648 SH   SOLE   29,648 0 0
Union Pacific Corp COM 907818108 20,689 93,867 SH   SOLE   93,867 0 0
VISA Inc COM CL A 92826C839 15,138 71,495 SH   SOLE   71,495 0 0