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
ALPHABET INC CAP STK CL A 02079K305   90,617,090 757,035 SH   SOLE   754,737 0 2,298
ANALOG DEVICES INC COM 032654105   22,947,449 117,794 SH   SOLE   117,794 0 0
BLACKROCK INC COM 09247X101   567,426 821 SH   SOLE   821 0 0
BOOKING HOLDINGS INC COM 09857L108   74,348,186 27,533 SH   SOLE   27,449 0 84
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   58,243,293 351,647 SH   SOLE   350,646 0 1,001
CHIPOTLE MEXICAN GRILL INC COM 169656105   45,179,958 21,122 SH   SOLE   21,060 0 62
COSTCO WHSL CORP NEW COM 22160K105   317,644 590 SH   SOLE   590 0 0
FASTENAL CO COM 311900104   39,666,646 672,430 SH   SOLE   670,499 0 1,931
FERRARI N V COM N3167Y103   56,706,217 174,368 SH   SOLE   173,854 0 514
FIRST AMERN FINL CORP COM 31847R102   43,334,516 759,988 SH   SOLE   757,591 0 2,397
HOME DEPOT INC COM 437076102   85,401,770 274,922 SH   SOLE   274,040 0 882
IDEX CORP COM 45167R104   13,803,117 64,123 SH   SOLE   64,123 0 0
ILLUMINA INC COM 452327109   46,521,706 248,129 SH   SOLE   247,446 0 683
LANDSTAR SYS INC COM 515098101   31,995,912 166,178 SH   SOLE   165,695 0 483
MASIMO CORP COM 574795100   47,902,315 291,111 SH   SOLE   290,272 0 839
MASTERCARD INCORPORATED CL A 57636Q104   100,439,381 255,376 SH   SOLE   254,595 0 781
NETFLIX INC COM 64110L106   79,417,264 180,293 SH   SOLE   179,777 0 516
NIKE INC CL B 654106103   42,355,370 383,758 SH   SOLE   382,562 0 1,196
NVR INC COM 62944T105   49,293,512 7,762 SH   SOLE   7,742 0 20
PAYCHEX INC COM 704326107   42,839,050 382,936 SH   SOLE   381,870 0 1,066
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106   7,229,676 1,175,557 SH   SOLE   1,172,439 0 3,118
SERVICENOW INC COM 81762P102   54,158,735 96,373 SH   SOLE   96,084 0 289
STARBUCKS CORP COM 855244109   715,808 7,226 SH   SOLE   7,226 0 0
TEXAS INSTRS INC COM 882508104   583,265 3,240 SH   SOLE   3,240 0 0
WATSCO INC COM 942622200   852,585 2,235 SH   SOLE   2,235 0 0