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   217,913 2,250 SH   SOLE   2,250 0 0
Abbvie COM 00287Y109   3,158,581 21,190 SH   SOLE   19,055 0 2,135
Accenture COM G1151C101   4,359,734 14,196 SH   SOLE   13,304 0 892
Adobe Systems COM 00724F101   6,939,229 13,609 SH   SOLE   12,770 0 839
Alphabet Class A COM 02079K305   23,634,363 180,608 SH   SOLE   174,392 0 6,216
Alphabet Class C COM 02079K107   954,330 7,238 SH   SOLE   7,138 0 100
Altria Group COM 02209S103   13,237,550 314,805 SH   SOLE   310,381 0 4,424
Amazon.com COM 023135106   10,643,630 83,729 SH   SOLE   79,061 0 4,668
American Express COM 025816109   11,070,047 74,201 SH   SOLE   74,201 0 0
American Tower COM 03027X100   4,271,095 25,972 SH   SOLE   24,386 0 1,586
Amgen COM 031162100   3,864,821 14,380 SH   SOLE   13,015 0 1,365
Amphenol COM 032095101   5,133,217 61,117 SH   SOLE   57,271 0 3,846
Ansys COM 03662Q105   1,678,480 5,641 SH   SOLE   5,641 0 0
Apple COM 037833100   11,221,275 65,541 SH   SOLE   61,316 0 4,225
Applied Materials COM 038222105   10,524,138 76,014 SH   SOLE   76,014 0 0
Arthur J. Gallagher COM 363576109   4,725,217 20,731 SH   SOLE   19,482 0 1,249
Aspen Technology COM 29109X106   1,298,889 6,359 SH   SOLE   6,359 0 0
Berkshire Hathaway B COM 084670702   22,456,332 64,106 SH   SOLE   64,106 0 0
BioMarin Pharmaceuticals COM 09061G101   1,258,363 14,222 SH   SOLE   14,222 0 0
Blackstone Group COM 09260D107   3,162,344 29,516 SH   SOLE   26,543 0 2,973
Blueprint Medicines COM 09627Y109   1,245,004 24,791 SH   SOLE   24,791 0 0
Broadcom Limited COM 11135F101   7,207,773 8,678 SH   SOLE   8,092 0 586
Chubb Limited COM H1467J104   11,107,860 53,357 SH   SOLE   53,357 0 0
Church & Dwight COM 171340102   1,079,676 11,783 SH   SOLE   11,783 0 0
Cisco Systems COM 17275R102   2,680,796 49,866 SH   SOLE   46,312 0 3,554
Constellation Software COM 21037X100   5,502,928 2,667 SH   SOLE   2,502 0 165
Cooper Companies COM 216648402   4,779,690 15,030 SH   SOLE   14,266 0 764
Copart COM 217204106   6,590,357 152,944 SH   SOLE   144,601 0 8,343
Costco COM 22160K105   486,996 862 SH   SOLE   862 0 0
Crown Castle COM 22822V101   3,418,362 37,144 SH   SOLE   34,285 0 2,859
Danaher COM 235851102   4,821,575 19,434 SH   SOLE   18,405 0 1,029
Digital Realty Trust COM 253868103   3,026,347 25,007 SH   SOLE   23,030 0 1,977
Dynatrace COM 268150109   1,624,989 34,774 SH   SOLE   34,774 0 0
EOG Resources COM 26875P101   14,965,286 118,060 SH   SOLE   115,491 0 2,569
Eaton COM G29183103   14,924,481 69,976 SH   SOLE   69,976 0 0
Enbridge COM 29250N105   2,481,795 74,775 SH   SOLE   68,148 0 6,627
Entegris COM 29362U104   1,256,234 13,377 SH   SOLE   13,377 0 0
Fiserv COM 337738108   17,152,976 151,850 SH   SOLE   148,706 0 3,144
General Dynamics Corp COM 369550108   12,385,810 56,052 SH   SOLE   56,052 0 0
General Motors COM 37045V100   8,644,075 262,180 SH   SOLE   262,180 0 0
Genmab ADR COM 372303206   3,686,279 104,516 SH   SOLE   97,803 0 6,713
Gilead Sciences COM 375558103   2,666,140 35,577 SH   SOLE   32,984 0 2,593
Halozyme Therapeutics COM 40637H109   993,391 26,005 SH   SOLE   26,005 0 0
Home Depot COM 437076102   14,924,918 49,394 SH   SOLE   48,338 0 1,056
Honeywell COM 438516106   10,810,615 58,518 SH   SOLE   58,518 0 0
ICF International COM 44925C103   1,554,704 12,869 SH   SOLE   12,869 0 0
Idexx Laboratories COM 45168D104   4,106,840 9,392 SH   SOLE   8,822 0 570
JPMorgan Chase COM 46625H100   14,815,098 102,159 SH   SOLE   100,045 0 2,114
Jack Henry & Associates COM 426281101   1,320,208 8,735 SH   SOLE   8,735 0 0
Johnson & Johnson COM 478160104   11,975,618 76,890 SH   SOLE   76,890 0 0
KLA COM 482480100   4,748,507 10,353 SH   SOLE   9,685 0 668
Kraft Heinz COM 500754106   9,056,393 269,215 SH   SOLE   269,215 0 0
Lantheus Holdings COM 516544103   1,661,962 23,920 SH   SOLE   23,920 0 0
Lennar Corp Cl B COM 526057302   11,207,373 109,629 SH   SOLE   109,629 0 0
Lockheed Martin COM 539830109   2,391,619 5,848 SH   SOLE   5,465 0 383
Lonza Group ADR COM 54338V101   3,042,523 65,884 SH   SOLE   61,602 0 4,282
LyondellBasell Industries COM N53745100   3,130,835 33,061 SH   SOLE   29,882 0 3,179
Marsh McLennan COM 571748102   16,560,287 87,022 SH   SOLE   87,022 0 0
Merck COM 58933Y105   210,121 2,041 SH   SOLE   2,041 0 0
Mettler Toledo COM 592688105   1,285,361 1,160 SH   SOLE   1,160 0 0
Microsoft COM 594918104   13,073,945 41,406 SH   SOLE   38,611 0 2,795
Monolithic Power Systems COM 609839105   1,530,144 3,312 SH   SOLE   3,312 0 0
Natera COM 632307104   919,294 20,775 SH   SOLE   20,775 0 0
O'Reilly Automotive COM 67103H107   6,382,924 7,023 SH   SOLE   6,581 0 442
Paychex COM 704326107   2,360,838 20,470 SH   SOLE   18,705 0 1,765
Phillips 66 COM 718546104   16,911,286 140,751 SH   SOLE   138,718 0 2,033
Pool COM 73278l105   4,789,914 13,451 SH   SOLE   12,739 0 712
Qualcomm COM 747525103   12,358,559 111,278 SH   SOLE   108,442 0 2,836
Qualys COM 74758T303   1,325,507 8,689 SH   SOLE   8,689 0 0
RBC Bearings COM 75524B104   1,727,177 7,377 SH   SOLE   7,377 0 0
Rocket Pharmaceuticals COM 77313F106   1,233,027 60,177 SH   SOLE   60,177 0 0
Royalty Pharma Plc COM G7709Q104   11,198,860 412,633 SH   SOLE   404,043 0 8,590
Ryan Specialty Holdings COM 78351F107   1,939,533 40,073 SH   SOLE   40,073 0 0
SBA Communications COM 78410G104   1,288,895 6,439 SH   SOLE   6,439 0 0
SLB COM 806857108   11,599,426 198,961 SH   SOLE   198,961 0 0
Sapiens COM G7T16G103   1,227,408 43,173 SH   SOLE   43,173 0 0
ServiceNow COM 81762P102   6,416,302 11,479 SH   SOLE   10,801 0 678
Sherwin-Williams COM 824348106   4,223,883 16,561 SH   SOLE   15,554 0 1,007
T. Rowe Price Group COM 74144T108   13,340,827 127,213 SH   SOLE   124,907 0 2,306
Texas Instruments COM 882508104   10,549,359 66,344 SH   SOLE   66,344 0 0
Tradeweb Markets COM 892672106   1,877,963 23,416 SH   SOLE   23,416 0 0
Tyler Technologies COM 902252105   3,735,518 9,674 SH   SOLE   9,028 0 646
Union Pacific COM 907818108   2,418,538 11,877 SH   SOLE   10,612 0 1,265
United Rentals COM 911363109   293,416 660 SH   SOLE   660 0 0
UnitedHealth Group COM 91324P102   13,523,888 26,823 SH   SOLE   26,823 0 0
Vail Resorts COM 91879Q109   2,384,874 10,748 SH   SOLE   9,891 0 857
Veeva Systems COM 922475108   3,897,288 19,156 SH   SOLE   17,669 0 1,487
Verisk Analytics COM 92345Y106   5,599,360 23,702 SH   SOLE   21,877 0 1,825
Vicor COM 925815102   1,222,792 20,764 SH   SOLE   20,764 0 0
Visa COM 92826C839   5,843,404 25,405 SH   SOLE   23,363 0 2,042
W.R. Berkley COM 084423102   10,300,935 162,245 SH   SOLE   162,245 0 0
Zebra Technologies COM 989207105   788,354 3,333 SH   SOLE   3,333 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   345,255 1,298 SH   SOLE   1,298 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835   1,054,725 15,115 SH   SOLE   15,115 0 0