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   204,588 2,250 SH   SOLE   1,800 0 0
Abbvie COM 00287Y109   3,869,807 21,190 SH   SOLE   21,251 0 2,232
Adobe COM 00724F101   6,716,226 14,196 SH   SOLE   13,310 0 948
Alphabet Class A COM 02079K305   26,952,778 13,609 SH   SOLE   178,578 0 6,624
Alphabet Class C COM 02079K107   1,179,710 180,608 SH   SOLE   7,748 0 100
Altria Group COM 02209S103   2,920,054 7,238 SH   SOLE   66,943 0 5,858
Amazon.com COM 023135106   14,675,717 314,805 SH   SOLE   81,360 0 5,030
American Express COM 025816109   14,805,542 83,729 SH   SOLE   65,025 0 0
American Tower COM 03027X100   9,256,938 74,201 SH   SOLE   46,849 0 3,527
Amgen COM 031162100   4,308,356 25,972 SH   SOLE   15,153 0 1,455
Amphenol COM 032095101   6,949,838 14,380 SH   SOLE   60,250 0 4,222
Ansys COM 03662Q105   7,500,392 61,117 SH   SOLE   21,605 0 1,080
Apple COM 037833100   10,585,117 5,641 SH   SOLE   61,728 0 4,005
Applied Materials COM 038222105   12,193,349 65,541 SH   SOLE   59,125 0 0
Arthur J. Gallagher COM 363576109   5,231,837 76,014 SH   SOLE   20,924 0 1,400
Aspen Technology COM 29109X106   1,595,334 20,731 SH   SOLE   7,480 0 0
Axsome Therapeutics COM 05464T104   840,932 6,359 SH   SOLE   10,538 0 0
BWX Technologies COM 05605H100   1,377,776 64,106 SH   SOLE   13,426 0 0
Berkshire Hathaway B COM 084670702   26,957,855 14,222 SH   SOLE   64,106 0 0
BioMarin Pharmaceuticals COM 09061G101   1,295,776 29,516 SH   SOLE   14,836 0 0
Blackstone Group COM 09260D107   4,565,239 24,791 SH   SOLE   34,751 0 3,409
Blueprint Medicines COM 09627Y109   1,842,181 8,678 SH   SOLE   19,420 0 0
Broadcom Limited COM 11135F101   10,212,284 53,357 SH   SOLE   7,705 0 563
Chubb Limited COM H1467J104   13,844,539 11,783 SH   SOLE   53,427 0 0
Church & Dwight COM 171340102   1,330,474 49,866 SH   SOLE   12,755 0 0
Cisco Systems COM 17275R102   3,415,042 2,667 SH   SOLE   68,424 0 4,886
Constellation Software COM 21037X100   7,279,764 15,030 SH   SOLE   2,664 0 181
Cooper Companies COM 216648501   1,432,717 152,944 SH   SOLE   14,121 0 0
Copart COM 217204106   8,089,918 862 SH   SOLE   139,674 0 7,868
Costco COM 22160K105   485,001 37,144 SH   SOLE   662 0 0
Danaher COM 235851102   4,987,658 19,434 SH   SOLE   19,973 0 1,187
Digital Realty Trust COM 253868103   3,513,712 25,007 SH   SOLE   24,394 0 2,045
Dynatrace COM 268150109   1,659,626 34,774 SH   SOLE   35,737 0 0
EOG Resources COM 26875P101   18,735,463 118,060 SH   SOLE   146,554 0 3,135
Eaton COM G29183103   14,540,558 69,976 SH   SOLE   46,503 0 0
Enbridge COM 29250N105   3,859,841 74,775 SH   SOLE   106,684 0 9,743
Entegris COM 29362U104   1,953,506 13,377 SH   SOLE   13,900 0 0
Fiserv COM 337738108   24,204,899 151,850 SH   SOLE   151,451 0 3,497
General Dynamics Corp COM 369550108   15,851,926 56,052 SH   SOLE   56,115 0 0
Genmab ADR COM 372303206   3,228,306 262,180 SH   SOLE   107,934 0 7,944
Halozyme Therapeutics COM 40637H109   1,935,270 104,516 SH   SOLE   47,573 0 0
Home Depot COM 437076102   18,198,786 35,577 SH   SOLE   47,442 0 918
Honeywell COM 438516106   12,049,817 26,005 SH   SOLE   58,708 0 0
ICF International COM 44925C103   2,001,421 49,394 SH   SOLE   13,287 0 0
Idexx Laboratories COM 45168D104   207,333 58,518 SH   SOLE   384 0 0
JPMorgan Chase COM 46625H100   18,537,164 12,869 SH   SOLE   92,547 0 2,222
Jack Henry & Associates COM 426281101   1,628,719 9,392 SH   SOLE   9,375 0 0
Johnson & Johnson COM 478160104   13,819,795 102,159 SH   SOLE   87,362 0 0
KLA COM 482480100   7,000,370 8,735 SH   SOLE   10,021 0 727
Keysight Technologies COM 49338L103   9,372,792 76,890 SH   SOLE   59,936 0 0
Kraft Heinz COM 500754106   3,321,923 10,353 SH   SOLE   90,025 0 0
Lantheus Holdings COM 516544103   1,526,000 269,215 SH   SOLE   24,518 0 0
Lennar Corp Cl B COM 526057302   16,902,599 23,920 SH   SOLE   109,629 0 0
Lockheed Martin COM 539830109   2,988,520 109,629 SH   SOLE   6,570 0 488
Lonza Group ADR COM 54338V101   6,572,007 5,848 SH   SOLE   109,698 0 8,159
Marsh McLennan COM 571748102   17,924,792 65,884 SH   SOLE   87,022 0 0
Merck COM 58933Y105   224,975 33,061 SH   SOLE   1,705 0 0
Mettler Toledo COM 592688105   1,657,456 87,022 SH   SOLE   1,245 0 0
Microsoft COM 594918104   17,170,004 2,041 SH   SOLE   40,811 0 3,012
Monolithic Power Systems COM 609839105   2,307,293 1,160 SH   SOLE   3,406 0 0
Morgan Stanley COM 617446448   4,201,746 41,406 SH   SOLE   44,623 0 3,647
Natera COM 632307104   1,585,551 3,312 SH   SOLE   17,336 0 0
O'Reilly Automotive COM 67103H107   7,779,112 20,775 SH   SOLE   6,891 0 489
Phillips 66 COM 718546104   18,798,056 7,023 SH   SOLE   115,085 0 1,726
Pool COM 73278L105   4,879,944 20,470 SH   SOLE   12,094 0 625
Qualcomm COM 747525103   18,255,487 140,751 SH   SOLE   107,829 0 2,625
Qualys COM 74758T303   1,483,808 13,451 SH   SOLE   8,892 0 0
RBC Bearings COM 75524B104   2,048,983 111,278 SH   SOLE   7,579 0 0
Rocket Pharmaceuticals COM 77313F106   1,641,535 8,689 SH   SOLE   60,933 0 0
Royalty Pharma Plc COM G7709Q104   20,349,722 7,377 SH   SOLE   670,060 0 20,650
Ryan Specialty Holdings COM 78351F107   2,010,488 60,177 SH   SOLE   36,225 0 0
SBA Communications COM 78410G104   1,694,594 412,633 SH   SOLE   7,820 0 0
SLB COM 806857108   13,585,645 40,073 SH   SOLE   247,868 0 0
Sapiens COM G7T16G103   1,468,490 6,439 SH   SOLE   45,662 0 0
ServiceNow COM 81762P102   8,443,580 198,961 SH   SOLE   11,075 0 746
Sherwin-Williams COM 824348106   5,679,887 43,173 SH   SOLE   16,353 0 1,128
T. Rowe Price Group COM 74144T108   11,736,873 11,479 SH   SOLE   96,267 0 0
Texas Instruments COM 882508104   11,604,825 16,561 SH   SOLE   66,614 0 0
Tradeweb Markets COM 892672106   1,792,141 127,213 SH   SOLE   17,204 0 0
Tyler Technologies COM 902252105   4,665,335 66,344 SH   SOLE   10,977 0 818
Union Pacific COM 907818108   3,216,548 23,416 SH   SOLE   13,079 0 1,325
United Parcel Service COM 911312106   4,068,152 9,674 SH   SOLE   27,371 0 2,680
United Rentals COM 911363109   475,933 11,877 SH   SOLE   660 0 0
UnitedHealth Group COM 91324P102   13,283,684 660 SH   SOLE   26,852 0 0
Vail Resorts COM 91879Q109   3,696,081 26,823 SH   SOLE   16,587 0 1,315
Veeva Systems COM 922475108   5,243,376 10,748 SH   SOLE   22,631 0 1,676
Verisk Analytics COM 92345Y106   5,549,556 19,156 SH   SOLE   23,542 0 1,992
Vertex Pharmaceuticals COM 92532F100   5,809,921 23,702 SH   SOLE   13,899 0 1,009
Visa COM 92826C839   7,049,561 20,764 SH   SOLE   25,260 0 2,224
W.R. Berkley COM 084423102   14,348,948 25,405 SH   SOLE   162,245 0 0
iShares Russell 1000 Growth COM 464287614   437,491 162,245 SH   SOLE   1,298 0 0
Vanguard Total Bond Market ETF COM 921937835   1,185,685 3,333 SH   SOLE   16,325 0 0