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
ALPHABET INC CAP STK CL A 02079K305 44,179 40,801 SH   SOLE   40,801 0 0
ALPHABET INC CAP STK CL C 02079K107 496 459 SH   SOLE   459 0 0
APPLE INC COM 037833100 1,738 8,781 SH   SOLE   8,781 0 0
BLACKROCK INC COM 09247X101 673 1,435 SH   SOLE   1,435 0 0
BOOKING HLDGS INC COM 09857L108 54,468 29,054 SH   SOLE   29,054 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 49,780 389,883 SH   SOLE   389,883 0 0
THE CHARLES SCHWAB CORPORATI COM 808513105 48,058 1,195,781 SH   SOLE   1,195,781 0 0
COSTCO WHSL CORP NEW COM 22160K105 449 1,700 SH   SOLE   1,700 0 0
FASTENAL CO COM 311900104 13,925 427,280 SH   SOLE   427,280 0 0
FERRARI N V COM N3167Y103 54,594 338,210 SH   SOLE   338,210 0 0
FIRST AMERN FINL CORP COM 31847R102 37,329 695,143 SH   SOLE   695,143 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 42,361 433,803 SH   SOLE   433,803 0 0
INTEL CORP COM 458140100 641 13,380 SH   SOLE   13,380 0 0
LANDSTAR SYS INC COM 515098101 47,403 438,957 SH   SOLE   438,957 0 0
MASIMO CORP COM 574795100 4,109 27,610 SH   SOLE   27,610 0 0
MASTERCARD INC CL A 57636Q104 49,214 186,045 SH   SOLE   186,045 0 0
NETFLIX INC COM 64110L106 46,239 125,883 SH   SOLE   125,883 0 0
NIKE INC CL B 654106103 3,514 41,860 SH   SOLE   41,860 0 0
ORACLE CORP COM 68389X105 37,655 660,969 SH   SOLE   660,969 0 0
PAYCHEX INC COM 704326107 44,569 541,603 SH   SOLE   541,603 0 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 42,475 866,833 SH   SOLE   866,833 0 0
STARBUCKS CORP COM 855244109 27,007 322,159 SH   SOLE   322,159 0 0
TIFFANY & CO NEW COM 886547108 9,814 104,810 SH   SOLE   104,810 0 0
TRANSDIGM GROUP INC COM 893641100 27,953 57,778 SH   SOLE   57,778 0 0
TRUPANION INC COM 898202106 14,973 414,423 SH   SOLE   414,423 0 0
VERISK ANALYTICS INC COM 92345Y106 5,221 35,650 SH   SOLE   35,650 0 0