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
Abbott Labs COM 002824100   205,558 2,030 SH   SOLE   2,030 0 0
Abbvie COM 00287Y109   2,982,928 18,717 SH   SOLE   16,662 0 2,055
Accenture COM G1151C101   4,196,262 14,682 SH   SOLE   13,897 0 785
Adobe Systems COM 00724F101   5,518,498 14,320 SH   SOLE   13,569 0 751
Advance Auto Parts COM 00751Y106   9,083,659 74,695 SH   SOLE   73,437 0 1,258
Alphabet Class A COM 02079K305   19,457,673 187,580 SH   SOLE   181,662 0 5,918
Alphabet Class C COM 02079K107   640,328 6,157 SH   SOLE   6,057 0 100
Altria Group COM 02209S103   13,833,583 310,031 SH   SOLE   306,131 0 3,900
Amazon.com COM 023135106   8,746,597 84,680 SH   SOLE   80,349 0 4,331
American Express COM 025816109   12,173,475 73,801 SH   SOLE   73,801 0 0
American Tower COM 03027X100   5,167,146 25,287 SH   SOLE   23,937 0 1,350
Amgen COM 031162100   2,535,716 10,489 SH   SOLE   9,422 0 1,067
Amphenol COM 032095101   5,393,929 66,005 SH   SOLE   62,550 0 3,455
Ansys COM 03662Q105   1,817,754 5,462 SH   SOLE   5,462 0 0
Apple COM 037833100   11,726,204 71,111 SH   SOLE   66,575 0 4,536
Applied Materials COM 038222105   9,336,800 76,014 SH   SOLE   76,014 0 0
Arthur J. Gallagher COM 363576109   3,963,752 20,719 SH   SOLE   19,921 0 798
Aspen Technology COM 29109X106   1,399,311 6,114 SH   SOLE   6,114 0 0
Bank of America COM 060505104   9,657,963 337,691 SH   SOLE   337,691 0 0
Berkshire Hathaway B COM 084670702   19,794,010 64,106 SH   SOLE   64,106 0 0
BioMarin Pharmaceuticals COM 09061G101   1,057,679 10,877 SH   SOLE   10,877 0 0
Blackstone Group COM 09260D107   2,517,846 28,664 SH   SOLE   25,669 0 2,995
Blueprint Medicines COM 09627Y109   1,061,899 23,603 SH   SOLE   23,603 0 0
Bristol-Myers Squibb COM 110122108   11,168,198 161,134 SH   SOLE   161,134 0 0
Broadcom Limited COM 11135F101   3,171,774 4,944 SH   SOLE   4,604 0 340
Chubb Limited COM H1467J104   10,360,862 53,357 SH   SOLE   53,357 0 0
Church & Dwight COM 171340102   906,645 10,255 SH   SOLE   10,255 0 0
Cisco Systems COM 17275R102   2,174,901 41,605 SH   SOLE   38,452 0 3,153
Constellation Software COM 21037X100   5,286,474 2,815 SH   SOLE   2,679 0 136
Cooper Companies COM 216648402   5,729,209 15,345 SH   SOLE   14,669 0 676
Copart COM 217204106   6,544,248 87,013 SH   SOLE   83,222 0 3,791
Costco COM 22160K105   328,928 662 SH   SOLE   662 0 0
Crown Castle COM 22822V101   2,482,197 18,546 SH   SOLE   17,148 0 1,398
Danaher COM 235851102   4,957,375 19,669 SH   SOLE   18,772 0 897
Digital Realty Trust COM 253868103   2,359,342 23,999 SH   SOLE   22,202 0 1,797
Dynatrace COM 268150109   1,423,057 33,642 SH   SOLE   33,642 0 0
EOG Resources COM 26875P101   11,068,214 96,556 SH   SOLE   94,633 0 1,923
Eaton COM G29183103   11,989,688 69,976 SH   SOLE   69,976 0 0
Enbridge COM 29250N105   2,589,775 67,884 SH   SOLE   61,865 0 6,019
Entegris COM 29362U104   1,077,447 13,138 SH   SOLE   13,138 0 0
Fiserv COM 337738108   17,504,730 154,868 SH   SOLE   152,086 0 2,782
General Dynamics Corp COM 369550108   12,791,627 56,052 SH   SOLE   56,052 0 0
General Motors COM 37045V100   9,616,762 262,180 SH   SOLE   262,180 0 0
Genmab ADR COM 372303206   4,184,072 110,807 SH   SOLE   104,238 0 6,569
Gilead Sciences COM 375558103   2,682,254 32,328 SH   SOLE   30,024 0 2,304
Halozyme Therapeutics COM 40637H109   943,828 24,714 SH   SOLE   24,714 0 0
Home Depot COM 437076102   12,366,708 41,904 SH   SOLE   40,973 0 931
Honeywell COM 438516106   11,121,846 58,193 SH   SOLE   58,193 0 0
ICF International COM 44925C103   1,360,938 12,406 SH   SOLE   12,406 0 0
Idexx Laboratories COM 45168D104   5,066,310 10,131 SH   SOLE   9,618 0 513
JPMorgan Chase COM 46625H100   13,642,284 104,691 SH   SOLE   102,466 0 2,225
Jack Henry & Associates COM 426281101   1,181,042 7,836 SH   SOLE   7,836 0 0
Johnson & Johnson COM 478160104   11,894,700 76,740 SH   SOLE   76,740 0 0
KLA COM 482480100   4,436,775 11,115 SH   SOLE   10,456 0 659
Kraft Heinz COM 500754106   10,410,544 269,215 SH   SOLE   269,215 0 0
Lantheus Holdings COM 516544103   1,908,622 23,118 SH   SOLE   23,118 0 0
Lennar Corp Cl B COM 526057302   9,790,966 109,629 SH   SOLE   109,629 0 0
Lockheed Martin COM 539830109   2,631,215 5,566 SH   SOLE   5,229 0 337
Lonza Group ADR COM 54338V101   3,971,988 66,305 SH   SOLE   62,602 0 3,703
LyondellBasell Industries COM N53745100   2,979,881 31,738 SH   SOLE   28,577 0 3,161
Marsh & McLennan COM 571748102   14,493,514 87,022 SH   SOLE   87,022 0 0
Mettler Toledo COM 592688105   1,449,109 947 SH   SOLE   947 0 0
Microsoft COM 594918104   12,445,334 43,168 SH   SOLE   40,428 0 2,740
Monolithic Power Systems COM 609839105   1,609,737 3,216 SH   SOLE   3,216 0 0
Natera COM 632307104   1,102,905 19,865 SH   SOLE   19,865 0 0
O'Reilly Automotive COM 67103H107   6,529,505 7,691 SH   SOLE   7,261 0 430
Paychex COM 704326107   2,084,048 18,187 SH   SOLE   16,638 0 1,549
Phillips 66 COM 718546104   12,580,447 124,092 SH   SOLE   122,249 0 1,843
Pool COM 73278l105   3,964,770 11,578 SH   SOLE   11,040 0 538
Prudential Financial COM 744320102   2,170,105 26,228 SH   SOLE   24,374 0 1,854
Qualcomm COM 747525103   11,744,504 92,056 SH   SOLE   89,890 0 2,166
Qualys COM 74758T303   1,091,648 8,396 SH   SOLE   8,396 0 0
RBC Bearings COM 75524B104   1,660,994 7,137 SH   SOLE   7,137 0 0
Rocket Pharmaceuticals COM 77313F106   928,994 54,232 SH   SOLE   54,232 0 0
Royalty Pharma COM G7709Q104   4,942,307 137,172 SH   SOLE   129,920 0 7,252
Ryan Specialty Holdings COM 78351F107   1,558,053 38,719 SH   SOLE   38,719 0 0
SBA Communications COM 78410G104   1,405,340 5,383 SH   SOLE   5,383 0 0
SLB COM 806857108   9,768,985 198,961 SH   SOLE   198,961 0 0
Sapiens COM G7T16G103   897,340 41,314 SH   SOLE   41,314 0 0
ServiceNow COM 81762P102   5,644,489 12,146 SH   SOLE   11,548 0 598
Sherwin-Williams COM 824348106   3,911,223 17,401 SH   SOLE   16,520 0 881
Starbucks COM 855244109   490,452 4,710 SH   SOLE   4,710 0 0
T. Rowe Price Group COM 74144T108   11,754,809 104,117 SH   SOLE   102,520 0 1,597
Texas Instruments COM 882508104   12,340,647 66,344 SH   SOLE   66,344 0 0
Tradeweb Markets COM 892672106   1,794,544 22,710 SH   SOLE   22,710 0 0
Tyler Technologies COM 902252105   3,632,578 10,243 SH   SOLE   9,669 0 574
Union Pacific COM 907818108   2,167,570 10,770 SH   SOLE   9,607 0 1,163
United Rentals COM 911363109   261,202 660 SH   SOLE   660 0 0
UnitedHealth Group COM 91324P102   12,607,283 26,677 SH   SOLE   26,677 0 0
Vail Resorts COM 91879Q109   2,266,229 9,698 SH   SOLE   9,010 0 688
Veeva Systems COM 922475108   3,547,882 19,304 SH   SOLE   18,261 0 1,043
Verisk Analytics COM 92345Y106   5,091,389 26,537 SH   SOLE   24,658 0 1,879
Verra Mobility COM 92511U102   1,484,764 87,752 SH   SOLE   87,752 0 0
Vicor COM 925815102   533,004 11,355 SH   SOLE   11,355 0 0
Visa COM 92826C839   6,110,191 27,101 SH   SOLE   25,000 0 2,101
Walt Disney COM 254687106   11,997,076 119,815 SH   SOLE   119,815 0 0
Zebra Technologies COM 989207105   1,001,700 3,150 SH   SOLE   3,150 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   350,858 1,436 SH   SOLE   1,436 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835   1,235,914 16,740 SH   SOLE   16,740 0 0
ISHARES TR NATIONAL MUN ETF 464288414   404,025 3,750 SH   SOLE   3,750 0 0