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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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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 216 1,024 SH   SOLE   0 0 1,024
ADVANCE AUTO PARTS INC COM 00751Y106 106,124 662,613 SH   SOLE   150,161 3,721 508,731
ALLERGAN PLC SHS G0177J108 133,688 699,314 SH   SOLE   177,719 3,691 517,904
ALPHABET INC CAP STK CL A 02079K305 383 286 SH   SOLE   0 0 286
ALPHABET INC CAP STK CL C 02079K107 80,413 60,144 SH   SOLE   13,760 344 46,040
AON PLC SHS CL A G0408V102 140,824 676,097 SH   SOLE   155,012 3,614 517,471
APPLE INC COM 037833100 1,335 4,547 SH   SOLE   0 0 4,547
AT&T INC COM 00206R102 58,231 1,490,049 SH   SOLE   335,693 6,439 1,147,917
BAIDU INC SPON ADR REP A 056752108 34,343 271,702 SH   SOLE   70,946 1,439 199,317
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 154,475 682,011 SH   SOLE   161,498 3,760 516,753
BOOKING HLDGS INC COM 09857l108 148,481 72,298 SH   SOLE   17,237 403 54,658
CDK GLOBAL INC COM 12508E101 437 7,991 SH   SOLE   0 0 7,991
CERNER CORP COM 156782104 55,664 758,481 SH   SOLE   160,538 4,097 593,846
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 122,204 1,970,393 SH   SOLE   464,615 10,476 1,495,302
COMCAST CORP NEW CL A 20030N101 140,554 3,125,513 SH   SOLE   733,874 17,527 2,374,112
CVS HEALTH CORP COM 126650100 130,944 1,762,615 SH   SOLE   418,202 9,785 1,334,628
DOLLAR TREE INC COM 256746108 694 7,376 SH   SOLE   0 0 7,376
GENTEX CORP COM 371901109 378 13,042 SH   SOLE   0 0 13,042
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 790 67,349 SH   SOLE   67,349 0 0
HERSHEY CO COM 427866108 763 5,189 SH   SOLE   0 0 5,189
JOHNSON & JOHNSON COM 478160104 123,835 848,944 SH   SOLE   198,587 4,280 646,077
KANSAS CITY SOUTHERN COM NEW 485170302 152,610 996,404 SH   SOLE   223,149 5,833 767,422
LIBERTY BROADBAND CORP COM SER C 530307305 84,374 670,966 SH   SOLE   152,055 3,684 515,227
MCKESSON CORP COM 58155Q103 123,901 895,754 SH   SOLE   211,382 4,917 679,455
MICROSOFT CORP COM 594918104 206,129 1,307,095 SH   SOLE   308,765 6,515 991,815
MOTOROLA SOLUTIONS INC COM NEW 620076307 51,201 317,739 SH   SOLE   72,117 1,635 243,987
NOVARTIS A G SPONSORED ADR 66987V109 108,119 1,141,821 SH   SOLE   256,931 6,476 878,414
ORACLE CORP COM 68389X105 127,917 2,414,454 SH   SOLE   549,474 13,433 1,851,547
SHERWIN WILLIAMS CO COM 824348106 67,400 115,503 SH   SOLE   24,580 580 90,343
SONY CORP SPONSORED ADR 835699307 789 11,598 SH   SOLE   11,598 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 3,742 26,187 SH   SOLE   5,675 0 20,512
SPDR S&P 500 ETF TR TR UNIT 78462F103 9,856 30,620 SH   SOLE   216 0 30,404
SPDR SERIES TRUST SPDR BLOOMBERG 78468R663 42,108 460,546 SH   SOLE   0 8,674 451,872
STARBUCKS CORP COM 855244109 684 7,778 SH   SOLE   0 0 7,778
WALGREENS BOOTS ALLIANCE INC COM 931427108 308 5,229 SH   SOLE   0 0 5,229
WATSCO INC COM 942622200 34,817 193,268 SH   SOLE   58,178 0 135,090
WELLS FARGO CO NEW COM 949746101 107,304 1,994,500 SH   SOLE   443,422 11,874 1,539,204