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 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
ABBOTT LABS COM COM 002824100   736,000 7,268 SH   SOLE   7,268 0 0
AIR PRODS & CHEMS INC COM COM 009158106   21,534,000 74,976 SH   SOLE   74,976 0 0
ALPHABET INC CAP STK CL A CAP STK CL A 02079K305   6,158,000 59,365 SH   SOLE   59,365 0 0
ALPHABET INC CAP STK CL C CAP STK CL C 02079K107   1,462,000 14,053 SH   SOLE   14,053 0 0
ALPHATEC HLDGS INC COM NEW COM NEW 02081G201   203,000 13,000 SH   SOLE   13,000 0 0
AMAZON COM INC COM COM 023135106   550,000 5,324 SH   SOLE   5,324 0 0
AMERICAN EXPRESS CO COM COM 025816109   211,000 1,282 SH   SOLE   1,282 0 0
AMETEK INC COM COM 031100100   61,922,000 426,079 SH   SOLE   426,079 0 0
AMPHENOL CORP NEW CL A CL A 032095101   57,724,000 706,361 SH   SOLE   706,361 0 0
APPLE INC COM COM 037833100   9,822,000 59,561 SH   SOLE   59,561 0 0
ARCH CAP GROUP LTD ORD ORD G0450A105   43,077,000 634,702 SH   SOLE   634,702 0 0
BERKSHIRE HATHAWAY CLASS B CL B NEW 084670702   567,000 1,835 SH   SOLE   1,835 0 0
CACI INTL INC CL A CL A 127190304   8,163,000 27,550 SH   SOLE   27,550 0 0
CANADIAN PAC RY LTD COM COM 13645T100   50,438,000 655,552 SH   SOLE   655,552 0 0
COLGATE PALMOLIVE CO COM COM 194162103   6,262,000 83,325 SH   SOLE   83,325 0 0
COMCAST CORP NEW CL A CL A 20030N101   396,000 10,450 SH   SOLE   10,450 0 0
CONOCOPHILLIPS COM COM 20825C104   424,000 4,272 SH   SOLE   4,272 0 0
COPART INC COM COM 217204106   65,289,000 868,086 SH   SOLE   868,086 0 0
CSW INDUSTRIALS INC COM COM 126402106   1,084,000 7,800 SH   SOLE   7,800 0 0
FISERV INC COM COM 337738108   36,623,000 324,013 SH   SOLE   324,013 0 0
GLACIER BANCORP INC NEW COM COM 37637Q105   29,371,000 699,143 SH   SOLE   699,143 0 0
GRACO INC COM COM 384109104   52,351,000 717,037 SH   SOLE   717,037 0 0
HAYWARD HLDGS INC COM COM 421298100   14,732,000 1,257,023 SH   SOLE   1,257,023 0 0
HEICO CORP NEW CL A CL A 422806208   129,519,000 953,045 SH   SOLE   953,045 0 0
HINGHAM INSTN SVGS MASS COM COM 433323102   32,276,000 138,262 SH   SOLE   138,262 0 0
HONEYWELL INTL INC COM COM 438516106   260,000 1,362 SH   SOLE   1,362 0 0
IDEX CORP COM COM 45167R104   72,841,000 315,287 SH   SOLE   315,287 0 0
ILLINOIS TOOL WKS INC COM COM 452308109   399,000 1,639 SH   SOLE   1,639 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104   37,674,000 361,247 SH   SOLE   361,247 0 0
INTERNATIONAL BUSINESS MACHS C COM 459200101   622,000 4,746 SH   SOLE   4,746 0 0
ISHARES GOLD TR ISHARES ISHARES NEW 464285204   798,000 21,350 SH   SOLE   21,350 0 0
JOHNSON & JOHNSON COM COM 478160104   1,116,000 7,203 SH   SOLE   7,203 0 0
JPMORGAN CHASE & CO COM COM 46625H100   704,000 5,406 SH   SOLE   5,406 0 0
KINSALE CAP GROUP INC COM COM 49714P108   39,046,000 130,088 SH   SOLE   130,088 0 0
L3HARRIS TECHNOLOGIES INC COM COM 502431109   8,343,000 42,512 SH   SOLE   42,512 0 0
LINDE PLC SHS SHS G54950103   56,236,000 159,731 SH   SOLE   159,731 0 0
LUMEN TECHNOLOGIES INC COM COM 550241103   45,000 16,796 SH   SOLE   16,796 0 0
MASTERCARD INCORPORATED CL A CL A 57636Q104   36,955,000 101,690 SH   SOLE   101,690 0 0
MCDONALDS CORP COM COM 580135101   513,000 1,833 SH   SOLE   1,833 0 0
MERCK & CO INC COM COM 58933Y105   994,000 9,343 SH   SOLE   9,343 0 0
MICROSOFT CORP COM COM 594918104   4,020,000 13,944 SH   SOLE   13,944 0 0
NORTHERN TR CORP COM COM 665859104   519,000 5,887 SH   SOLE   5,887 0 0
ONTO INNOVATION INC COM 683344105   26,678,000 303,569 SH   SOLE   303,569 0 0
OREILLY AUTOMOTIVE INC COM COM 67103H107   56,233,000 66,236 SH   SOLE   66,236 0 0
PEPSICO INC COM COM 713448108   324,000 1,779 SH   SOLE   1,779 0 0
PETROLEO BRASILEIRO SA PETROBR SP ADR NON VTG 71654V101   688,000 74,101 SH   SOLE   74,101 0 0
PFIZER INC COM COM 717081103   356,000 8,730 SH   SOLE   8,730 0 0
PHILLIPS 66 COM COM 718546104   256,000 2,526 SH   SOLE   2,526 0 0
PROGRESSIVE CORP COM COM 743315103   54,098,000 378,147 SH   SOLE   378,147 0 0
PROSPERITY BANCSHARES INC COM COM 743606105   32,883,000 534,513 SH   SOLE   534,513 0 0
RBC BEARINGS INC COM COM 75524B104   81,601,000 350,626 SH   SOLE   350,626 0 0
RLI CORP COM COM 749607107   91,269,000 686,698 SH   SOLE   686,698 0 0
ROPER TECHNOLOGIES INC COM COM 776696106   28,468,000 64,599 SH   SOLE   64,599 0 0
RYAN SPECIALTY GROUP HLDGS INC CL A 78351F107   402,000 10,000 SH   SOLE   10,000 0 0
SELECTIVE INS GROUP INC COM COM 816300107   21,399,000 224,475 SH   SOLE   224,475 0 0
SIMPSON MFG INC COM COM 829073105   40,485,000 369,251 SH   SOLE   369,251 0 0
TE CONNECTIVITY LTD SHS SHS H84989104   1,480,000 11,285 SH   SOLE   11,285 0 0
TELEDYNE TECHNOLOGIES INC COM COM 879360105   94,211,000 210,594 SH   SOLE   210,594 0 0
TEXAS INSTRS INC COM COM 882508104   1,848,000 9,937 SH   SOLE   9,937 0 0
UNILEVER PLC SPON ADR NEW SPON ADR NEW 904767704   364,000 7,000 SH   SOLE   7,000 0 0
UNITEDHEALTH GROUP INC COM COM 91324P102   28,002,000 59,252 SH   SOLE   59,252 0 0
VISA INC COM CL A COM CL A 92826C839   19,188,000 85,107 SH   SOLE   85,107 0 0
WINMARK CORP COM COM 974250102   43,527,000 135,840 SH   SOLE   135,840 0 0
ENTERPRISE PRODS PARTNERS L P COM 293792107   240,000 9,250 SH   SOLE   9,250 0 0
INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT 46137V357   13,531,000 93,562 SH   SOLE   93,562 0 0
ISHARES TR CORE S&P SCP ETF CORE S&P SCP ETF 464287804   368,000 3,803 SH   SOLE   3,803 0 0
ISHARES TR RUS MDCP VAL ETF RUS MDCP VAL ETF 464287473   892,000 8,397 SH   SOLE   8,397 0 0
SCHWAB STRATEGIC TR INTL EQTY INTL EQTY ETF 808524805   2,422,000 69,600 SH   SOLE   69,600 0 0
SPDR INDEX SHS FDS PORTFOLIO D PORTFOLIO DEVLPD 78463X889   578,000 18,000 SH   SOLE   18,000 0 0
SPDR S&P 500 ETF TR TR UNIT TR UNIT 78462F103   4,626,000 11,300 SH   SOLE   11,300 0 0
VANGUARD INDEX FDS TOTAL STK M TOTAL STK MKT 922908769   396,000 1,938 SH   SOLE   1,938 0 0