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   221,311 2,030 SH   SOLE   2,030 0 0
Abbvie COM 00287Y109   2,525,379 18,744 SH   SOLE   16,791 0 1,953
Accenture COM G1151C101   4,550,938 14,748 SH   SOLE   13,927 0 821
Adobe Systems COM 00724F101   6,913,830 14,139 SH   SOLE   13,354 0 785
Alphabet Class A COM 02079K305   22,069,688 184,375 SH   SOLE   178,494 0 5,881
Alphabet Class C COM 02079K107   862,153 7,127 SH   SOLE   7,027 0 100
Altria Group COM 02209S103   14,065,061 310,487 SH   SOLE   306,467 0 4,020
Amazon.com COM 023135106   10,726,933 82,287 SH   SOLE   77,950 0 4,337
American Express COM 025816109   12,856,134 73,801 SH   SOLE   73,801 0 0
American Tower COM 03027X100   4,941,203 25,478 SH   SOLE   24,055 0 1,423
Amgen COM 031162100   3,074,798 13,849 SH   SOLE   12,568 0 1,281
Amphenol COM 032095101   5,496,095 64,698 SH   SOLE   61,107 0 3,591
Ansys COM 03662Q105   1,814,834 5,495 SH   SOLE   5,495 0 0
Apple COM 037833100   12,524,449 64,569 SH   SOLE   60,589 0 3,980
Applied Materials COM 038222105   10,987,064 76,014 SH   SOLE   76,014 0 0
Arthur J. Gallagher COM 363576109   4,660,812 21,227 SH   SOLE   20,076 0 1,151
Aspen Technology COM 29109X106   1,032,980 6,163 SH   SOLE   6,163 0 0
Berkshire Hathaway B COM 084670702   21,860,146 64,106 SH   SOLE   64,106 0 0
BioMarin Pharmaceuticals COM 09061G101   951,833 10,981 SH   SOLE   10,981 0 0
Blackstone Group COM 09260D107   2,671,400 28,734 SH   SOLE   25,917 0 2,817
Blueprint Medicines COM 09627Y109   1,500,368 23,740 SH   SOLE   23,740 0 0
Broadcom Limited COM 11135F101   6,216,003 7,166 SH   SOLE   6,674 0 492
Chubb Limited COM H1467J104   10,274,424 53,357 SH   SOLE   53,357 0 0
Church & Dwight COM 171340102   1,130,995 11,284 SH   SOLE   11,284 0 0
Cisco Systems COM 17275R102   2,441,662 47,191 SH   SOLE   43,953 0 3,238
Constellation Software COM 21037X100   5,618,963 2,698 SH   SOLE   2,557 0 141
Cooper Companies COM 216648402   5,883,350 15,344 SH   SOLE   14,639 0 705
Copart COM 217204106   7,270,896 79,716 SH   SOLE   75,794 0 3,922
Costco COM 22160K105   356,408 662 SH   SOLE   662 0 0
Crown Castle COM 22822V101   2,918,231 25,612 SH   SOLE   23,622 0 1,990
Danaher COM 235851102   4,781,280 19,922 SH   SOLE   18,980 0 942
Digital Realty Trust COM 253868103   2,764,080 24,274 SH   SOLE   22,410 0 1,864
Dynatrace COM 268150109   1,741,848 33,842 SH   SOLE   33,842 0 0
EOG Resources COM 26875P101   13,412,482 117,201 SH   SOLE   114,796 0 2,405
Eaton COM G29183103   14,072,174 69,976 SH   SOLE   69,976 0 0
Enbridge COM 29250N105   2,537,768 68,311 SH   SOLE   62,212 0 6,099
Entegris COM 29362U104   1,464,708 13,217 SH   SOLE   13,217 0 0
Fiserv COM 337738108   19,428,109 154,008 SH   SOLE   151,103 0 2,905
General Dynamics Corp COM 369550108   12,059,588 56,052 SH   SOLE   56,052 0 0
General Motors COM 37045V100   10,109,661 262,180 SH   SOLE   262,180 0 0
Genmab ADR COM 372303206   4,135,184 108,792 SH   SOLE   102,667 0 6,125
Gilead Sciences COM 375558103   2,513,176 32,609 SH   SOLE   30,250 0 2,359
Halozyme Therapeutics COM 40637H109   900,271 24,959 SH   SOLE   24,959 0 0
Home Depot COM 437076102   15,039,974 48,416 SH   SOLE   47,426 0 990
Honeywell COM 438516106   12,075,048 58,193 SH   SOLE   58,193 0 0
ICF International COM 44925C103   1,552,636 12,482 SH   SOLE   12,482 0 0
Idexx Laboratories COM 45168D104   4,913,818 9,784 SH   SOLE   9,251 0 533
JPMorgan Chase COM 46625H100   15,310,178 105,268 SH   SOLE   103,021 0 2,247
Jack Henry & Associates COM 426281101   1,321,405 7,897 SH   SOLE   7,897 0 0
Johnson & Johnson COM 478160104   12,702,005 76,740 SH   SOLE   76,740 0 0
KLA COM 482480100   5,258,102 10,841 SH   SOLE   10,218 0 623
Kraft Heinz COM 500754106   9,557,133 269,215 SH   SOLE   269,215 0 0
Lantheus Holdings COM 516544103   1,948,790 23,222 SH   SOLE   23,222 0 0
Lennar Corp Cl B COM 526057302   12,385,884 109,629 SH   SOLE   109,629 0 0
Lockheed Martin COM 539830109   2,565,261 5,572 SH   SOLE   5,230 0 342
Lonza Group ADR COM 54338V101   3,983,640 66,750 SH   SOLE   62,870 0 3,880
LyondellBasell Industries COM N53745100   2,914,460 31,738 SH   SOLE   28,737 0 3,001
Marsh & McLennan COM 571748102   16,367,098 87,022 SH   SOLE   87,022 0 0
Mastercard COM 57636Q104   241,093 613 SH   SOLE   613 0 0
Mettler Toledo COM 592688105   1,251,305 954 SH   SOLE   954 0 0
Microsoft COM 594918104   14,480,782 42,523 SH   SOLE   39,885 0 2,638
Monolithic Power Systems COM 609839105   1,748,184 3,236 SH   SOLE   3,236 0 0
Natera COM 632307104   974,465 20,026 SH   SOLE   20,026 0 0
O'Reilly Automotive COM 67103H107   7,330,017 7,673 SH   SOLE   7,228 0 445
Paychex COM 704326107   2,065,152 18,460 SH   SOLE   16,857 0 1,603
Phillips 66 COM 718546104   13,337,409 139,834 SH   SOLE   137,950 0 1,884
Pool COM 73278l105   4,835,867 12,908 SH   SOLE   12,254 0 654
Qualcomm COM 747525103   13,004,194 109,242 SH   SOLE   106,601 0 2,641
Qualys COM 74758T303   1,093,166 8,463 SH   SOLE   8,463 0 0
RBC Bearings COM 75524B104   1,563,392 7,189 SH   SOLE   7,189 0 0
Rocket Pharmaceuticals COM 77313F106   1,084,286 54,569 SH   SOLE   54,569 0 0
Royalty Pharma Plc COM G7709Q104   12,720,673 413,815 SH   SOLE   406,123 0 7,692
Ryan Specialty Holdings COM 78351F107   1,751,114 39,009 SH   SOLE   39,009 0 0
SBA Communications COM 78410G104   1,261,006 5,441 SH   SOLE   5,441 0 0
SLB COM 806857108   9,772,964 198,961 SH   SOLE   198,961 0 0
Sapiens COM G7T16G103   1,107,012 41,617 SH   SOLE   41,617 0 0
ServiceNow COM 81762P102   6,739,144 11,992 SH   SOLE   11,366 0 626
Sherwin-Williams COM 824348106   4,603,851 17,339 SH   SOLE   16,413 0 926
Starbucks COM 855244109   466,573 4,710 SH   SOLE   4,710 0 0
T. Rowe Price Group COM 74144T108   14,109,703 125,957 SH   SOLE   123,846 0 2,111
Texas Instruments COM 882508104   11,943,247 66,344 SH   SOLE   66,344 0 0
Tradeweb Markets COM 892672106   1,565,864 22,866 SH   SOLE   22,866 0 0
Tyler Technologies COM 902252105   4,208,846 10,106 SH   SOLE   9,508 0 598
Union Pacific COM 907818108   2,225,472 10,876 SH   SOLE   9,691 0 1,185
United Rentals COM 911363109   293,944 660 SH   SOLE   660 0 0
UnitedHealth Group COM 91324P102   12,916,239 26,873 SH   SOLE   26,873 0 0
Vail Resorts COM 91879Q109   2,481,598 9,857 SH   SOLE   9,075 0 782
Veeva Systems COM 922475108   3,935,025 19,901 SH   SOLE   18,510 0 1,391
Verisk Analytics COM 92345Y106   5,674,031 25,103 SH   SOLE   23,387 0 1,716
Verra Mobility COM 92511U102   1,741,710 88,322 SH   SOLE   88,322 0 0
Vicor COM 925815102   891,972 16,518 SH   SOLE   16,518 0 0
Visa COM 92826C839   6,309,369 26,568 SH   SOLE   24,644 0 1,924
W.R. Berkley COM 084423102   9,663,312 162,245 SH   SOLE   162,245 0 0
Zebra Technologies COM 989207105   941,627 3,183 SH   SOLE   3,183 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   395,158 1,436 SH   SOLE   1,436 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835   1,216,831 16,740 SH   SOLE   16,740 0 0