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 INCCOM0091581062881,054SH SOLE 1,05400
ALPHABET INCCAP STK CL C02079K107841480SH SOLE 48000
ALPHABET INCCAP STK CL A02079K30561,54035,113SH SOLE 34,9760137
APPLE INCCOM0378331004913,697SH SOLE 3,69700
BLACKLINE INCCOM09239B10928,797215,904SH SOLE 215,1980706
BLACKROCK INCCOM09247X101575797SH SOLE 79700
BOOKING HOLDINGS INCCOM09857L10848,72421,876SH SOLE 21,789087
BROADRIDGE FINL SOLUTIONS INCOM11133T10349,057320,218SH SOLE 319,11901,099
CHIPOTLE MEXICAN GRILL INCCOM16965610535,54125,630SH SOLE 25,5230107
COSTCO WHSL CORP NEWCOM22160K10514,92239,603SH SOLE 39,3210282
FACEBOOK INCCL A30303M1023951,445SH SOLE 1,44500
FASTENAL COCOM31190010421,940449,321SH SOLE 447,48201,839
FERRARI N VCOMN3167Y10362,599272,737SH SOLE 271,70401,033
FIRST AMERN FINL CORPCOM31847R10231,442608,987SH SOLE 607,60401,383
FIRST REP BK SAN FRANCISCO CCOM33616C10079,714542,529SH SOLE 540,43502,094
HEICO CORP NEWCOM4228061091,41310,672SH SOLE 10,67200
HEICO CORP NEWCL A42280620818,635159,188SH SOLE 158,6580530
HOME DEPOT INCCOM43707610278,372295,054SH SOLE 293,82801,226
ILLUMINA INCCOM45232710928,87978,052SH SOLE 77,7640288
INTEL CORPCOM4581401003116,245SH SOLE 6,24500
INTUITIVE SURGICAL INCCOM NEW46120E60258,13671,062SH SOLE 70,7860276
LANDSTAR SYS INCCOM51509810124,616182,801SH SOLE 182,0190782
MASIMO CORPCOM57479510054,656203,652SH SOLE 202,8190833
MASTERCARD INCORPORATEDCL A57636Q10473,522205,979SH SOLE 205,1350844
MICROSOFT CORPCOM5949181045822,616SH SOLE 2,61600
NETFLIX INCCOM64110L10690,606167,563SH SOLE 166,8550708
NIKE INCCL B6541061036174,360SH SOLE 4,36000
NVR INCCOM62944T10534,3328,415SH SOLE 8,381034
PAYCHEX INCCOM70432610727,428294,355SH SOLE 293,25601,099
SCHWAB CHARLES CORPCOM80851310547,976904,524SH SOLE 900,78103,743
STARBUCKS CORPCOM85524410937,159347,347SH SOLE 346,06101,286
VERISK ANALYTICS INCCOM92345Y1062101,010SH SOLE 1,01000
VISA INCCOM CL A92826C8395392,464SH SOLE 2,46400
WATSCO INCCOM9426222003021,335SH SOLE 1,33500