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   87,574,779 844,257 SH   SOLE   841,681 0 2,576
BLACKROCK INC COM 09247X101   549,348 821 SH   SOLE   821 0 0
BOOKING HOLDINGS INC COM 09857L108   68,708,029 25,904 SH   SOLE   25,827 0 77
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   52,098,600 355,452 SH   SOLE   354,580 0 872
CHIPOTLE MEXICAN GRILL INC COM 169656105   55,510,884 32,495 SH   SOLE   32,404 0 91
COSTCO WHSL CORP NEW COM 22160K105   293,154 590 SH   SOLE   590 0 0
FASTENAL CO COM 311900104   37,047,125 686,821 SH   SOLE   684,890 0 1,931
FERRARI N V COM N3167Y103   57,029,890 210,489 SH   SOLE   209,856 0 633
FIRST AMERN FINL CORP COM 31847R102   37,179,043 667,967 SH   SOLE   666,255 0 1,712
HOME DEPOT INC COM 437076102   75,818,985 256,909 SH   SOLE   256,103 0 806
ILLUMINA INC COM 452327109   57,071,026 245,414 SH   SOLE   244,731 0 683
INTEL CORP COM 458140100   311,345 9,530 SH   SOLE   9,530 0 0
LANDSTAR SYS INC COM 515098101   32,304,445 180,210 SH   SOLE   179,628 0 582
MASIMO CORP COM 574795100   63,651,168 344,918 SH   SOLE   343,856 0 1,062
MASTERCARD INCORPORATED CL A 57636Q104   92,293,057 253,964 SH   SOLE   253,230 0 734
NETFLIX INC COM 64110L106   75,585,151 218,783 SH   SOLE   218,076 0 707
NIKE INC CL B 654106103   33,593,917 273,923 SH   SOLE   273,141 0 782
NVR INC COM 62944T105   47,820,535 8,582 SH   SOLE   8,556 0 26
PAYCHEX INC COM 704326107   43,088,361 376,022 SH   SOLE   374,956 0 1,066
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106   8,675,027 1,073,642 SH   SOLE   1,070,524 0 3,118
SERVICENOW INC COM 81762P102   37,941,600 81,644 SH   SOLE   81,379 0 265
STARBUCKS CORP COM 855244109   752,443 7,226 SH   SOLE   7,226 0 0
TEXAS INSTRS INC COM 882508104   602,672 3,240 SH   SOLE   3,240 0 0
WATSCO INC COM 942622200   711,088 2,235 SH   SOLE   2,235 0 0