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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
AIR PRODS & CHEMS INCCOM009158106268900SH SOLE 90000
ALPHABET INCCAP STK CL A02079K30553,96836,823SH SOLE 36,82300
ALPHABET INCCAP STK CL C02079K107591402SH SOLE 40200
APPLE INCCOM0378331003913,380SH SOLE 3,38000
BLACKLINE INCCOM09239B10920,126224,542SH SOLE 224,54200
BLACKROCK INCCOM09247X101414735SH SOLE 73500
BOOKING HOLDINGS INCCOM09857L10849,08628,694SH SOLE 28,69400
BROADRIDGE FINL SOLUTIONS INCOM11133T10344,424336,546SH SOLE 336,54600
SCHWAB CHARLES CORPCOM80851310539,2961,084,632SH SOLE 1,084,63200
CHIPOTLE MEXICAN GRILL INCCOM16965610526,59921,387SH SOLE 21,38700
COSTCO WHSL CORP NEWCOM22160K1053,3539,444SH SOLE 9,44400
FASTENAL COCOM31190010418,335406,630SH SOLE 406,63000
FERRARI N VCOMN3167Y10345,636247,900SH SOLE 247,90000
FIRST AMERN FINL CORPCOM31847R10228,060551,159SH SOLE 551,15900
FIRST REP BK SAN FRANCISCO CCOM33616C10062,130569,689SH SOLE 569,68900
HEICO CORP NEWCOM4228061091,28812,310SH SOLE 12,31000
HEICO CORP NEWCL A42280620823,321263,042SH SOLE 263,04200
INTEL CORPCOM4581401003025,840SH SOLE 5,84000
INTUITIVE SURGICAL INCCOM NEW46120E60251,18972,144SH SOLE 72,14400
LANDSTAR SYS INCCOM51509810122,144176,458SH SOLE 176,45800
MASIMO CORPCOM57479510057,362242,997SH SOLE 242,99700
MASTERCARD INCORPORATEDCL A57636Q10456,145166,025SH SOLE 166,02500
MICROSOFT CORPCOM5949181043011,430SH SOLE 1,43000
NETFLIX INCCOM64110L10674,263148,518SH SOLE 148,51800
NIKE INCCL B6541061031,1719,330SH SOLE 9,33000
NVR INCCOM62944T10528,6887,026SH SOLE 7,02600
PAYCHEX INCCOM70432610732,860411,932SH SOLE 411,93200
STARBUCKS CORPCOM85524410937,218433,166SH SOLE 433,16600
HOME DEPOT INCCOM43707610270,881255,234SH SOLE 255,23400
VERISK ANALYTICS INCCOM92345Y1062221,200SH SOLE 1,20000
VISA INCCOM CL A92826C8394942,468SH SOLE 2,46800