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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL A 02079K305   74,432,240 843,616 SH   SOLE   841,040 0 2,576
BLACKROCK INC COM 09247X101   581,785 821 SH   SOLE   821 0 0
BOOKING HOLDINGS INC COM 09857L108   53,034,108 26,316 SH   SOLE   26,239 0 77
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   46,455,926 346,350 SH   SOLE   345,478 0 872
CHIPOTLE MEXICAN GRILL INC COM 169656105   48,102,891 34,669 SH   SOLE   34,566 0 103
COSTCO WHSL CORP NEW COM 22160K105   269,335 590 SH   SOLE   590 0 0
FASTENAL CO COM 311900104   32,331,390 683,250 SH   SOLE   681,319 0 1,931
FERRARI N V COM N3167Y103   61,908,937 288,997 SH   SOLE   288,154 0 843
FIRST AMERN FINL CORP COM 31847R102   31,703,856 605,729 SH   SOLE   604,017 0 1,712
FIRST REP BK SAN FRANCISCO C COM 33616C100   75,001,111 615,318 SH   SOLE   613,388 0 1,930
HOME DEPOT INC COM 437076102   71,377,095 225,977 SH   SOLE   225,356 0 621
ILLUMINA INC COM 452327109   45,856,736 226,789 SH   SOLE   226,106 0 683
INTEL CORP COM 458140100   251,878 9,530 SH   SOLE   9,530 0 0
LANDSTAR SYS INC COM 515098101   29,749,938 182,627 SH   SOLE   182,045 0 582
MASIMO CORP COM 574795100   48,195,156 325,753 SH   SOLE   324,691 0 1,062
MASTERCARD INCORPORATED CL A 57636Q104   89,696,606 257,949 SH   SOLE   257,215 0 734
NETFLIX INC COM 64110L106   64,256,711 217,908 SH   SOLE   217,201 0 707
NIKE INC CL B 654106103   38,845,097 331,981 SH   SOLE   330,980 0 1,001
NVR INC COM 62944T105   45,281,698 9,817 SH   SOLE   9,791 0 26
PAYCHEX INC COM 704326107   26,582,960 230,036 SH   SOLE   229,408 0 628
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106   9,355,494 1,023,577 SH   SOLE   1,020,459 0 3,118
SCHWAB CHARLES CORP COM 808513105   30,511,376 366,459 SH   SOLE   365,129 0 1,330
SERVICENOW INC COM 81762P102   33,383,843 85,981 SH   SOLE   85,716 0 265
SPDR S&P 500 ETF TR TR UNIT 78462F103   5,819,820 15,218 SH   SOLE   15,218 0 0
STARBUCKS CORP COM 855244109   673,568 6,790 SH   SOLE   6,790 0 0
TEXAS INSTRS INC COM 882508104   535,313 3,240 SH   SOLE   3,240 0 0
WATSCO INC COM 942622200   557,409 2,235 SH   SOLE   2,235 0 0