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
Estimated average burden
hours per response: 23.8
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APPLE INC COM 037833100 567 2,530 SH   SOLE   2,530 0 0
BOOKING HLDGS INC COM 09857L108 56,551 28,814 SH   SOLE   27,899 0 915
BLACKLINE INC COM 09239B109 6,602 138,080 SH   SOLE   133,720 0 4,360
BLACKROCK INC COM 09247X101 328 735 SH   SOLE   735 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 45,516 365,797 SH   SOLE   354,757 0 11,040
COSTCO WHSL CORP NEW COM 22160K105 501 1,740 SH   SOLE   1,740 0 0
FIRST AMERN FINL CORP COM 31847R102 40,851 692,268 SH   SOLE   671,658 0 20,610
FASTENAL CO COM 311900104 34,549 1,057,500 SH   SOLE   1,027,170 0 30,330
FIRST REP BK SAN FRANCISCO C COM 33616C100 50,752 524,843 SH   SOLE   507,583 0 17,260
ALPHABET INC CAP STK CL C 02079K107 553 454 SH   SOLE   454 0 0
ALPHABET INC CAP STK CL A 02079K305 50,066 40,999 SH   SOLE   39,649 0 1,350
INTEL CORP COM 458140100 301 5,840 SH   SOLE   5,840 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 2,457 4,550 SH   SOLE   4,540 0 10
LANDSTAR SYS INC COM 515098101 48,925 434,577 SH   SOLE   421,767 0 12,810
MASTERCARD INC CL A 57636Q104 45,908 169,046 SH   SOLE   163,821 0 5,225
MASIMO CORP COM 574795100 4,610 30,980 SH   SOLE   29,080 0 1,900
NETFLIX INC COM 64110L106 38,175 142,648 SH   SOLE   138,343 0 4,305
NIKE INC CL B 654106103 3,931 41,850 SH   SOLE   39,120 0 2,730
NVR INC COM 62944T105 245 66 SH   SOLE   66 0 0
ORACLE CORP COM 68389X105 34,557 627,969 SH   SOLE   609,469 0 18,500
PAYCHEX INC COM 704326107 44,833 541,653 SH   SOLE   526,213 0 15,440
FERRARI N V COM N3167Y103 51,871 336,630 SH   SOLE   326,790 0 9,840
STARBUCKS CORP COM 855244109 12,064 136,439 SH   SOLE   133,799 0 2,640
THE CHARLES SCHWAB CORPORATI COM 808513105 51,851 1,239,571 SH   SOLE   1,197,211 0 42,360
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 43,956 878,063 SH   SOLE   851,678 0 26,385
TRANSDIGM GROUP INC COM 893641100 27,350 52,528 SH   SOLE   51,018 0 1,510
TIFFANY & CO NEW COM 886547108 10,871 117,360 SH   SOLE   112,850 0 4,510
VERISK ANALYTICS INC COM 92345Y106 4,281 27,070 SH   SOLE   25,880 0 1,190