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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 207 1,078 SH   SOLE   0 0 1,078
ADVANCE AUTO PARTS INC COM 00751Y106 111,251 672,620 SH   SOLE   155,011 3,363 514,246
ALLERGAN PLC SHS G0177J108 118,865 706,306 SH   SOLE   167,914 3,577 534,815
ALPHABET INC CAP STK CL C 02079K107 74,649 61,238 SH   SOLE   14,329 327 46,582
ALPHABET INC CAP STK CL A 02079K305 321 263 SH   SOLE   0 0 263
AON PLC SHS CL A G0408V102 135,925 702,203 SH   SOLE   164,926 3,487 533,790
APPLE INC COM 037833100 1,074 4,798 SH   SOLE   0 0 4,798
AT&T INC COM 00206R102 58,564 1,547,672 SH   SOLE   365,976 5,992 1,175,704
BAIDU INC SPON ADR REP A 056752108 30,251 294,379 SH   SOLE   70,418 1,513 222,448
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 138,526 665,928 SH   SOLE   158,209 3,428 504,291
BOOKING HLDGS INC COM 09857l108 127,593 65,012 SH   SOLE   15,389 317 49,306
CDK GLOBAL INC COM 12508E101 384 7,991 SH   SOLE   0 0 7,991
CERNER CORP COM 156782104 53,218 780,676 SH   SOLE   168,772 4,029 607,875
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 113,398 1,881,665 SH   SOLE   442,214 9,616 1,429,835
COMCAST CORP NEW CL A 20030N101 131,497 2,916,971 SH   SOLE   681,313 16,153 2,219,505
CVS HEALTH CORP COM 126650100 107,220 1,700,018 SH   SOLE   403,647 8,973 1,287,398
DOLLAR TREE INC COM 256746108 83,683 733,028 SH   SOLE   170,963 2,901 559,164
GENTEX CORP COM 371901109 359 13,042 SH   SOLE   0 0 13,042
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 334 34,174 SH   SOLE   34,174 0 0
HERSHEY CO COM 427866108 855 5,513 SH   SOLE   0 0 5,513
JOHNSON & JOHNSON COM 478160104 109,451 845,969 SH   SOLE   205,727 4,011 636,231
KANSAS CITY SOUTHERN COM NEW 485170302 137,410 1,033,082 SH   SOLE   236,970 5,565 790,547
LIBERTY BROADBAND CORP COM SER C 530307305 72,687 694,436 SH   SOLE   162,565 3,507 528,364
MCKESSON CORP COM 58155Q103 112,096 820,261 SH   SOLE   194,886 4,164 621,211
MICROSOFT CORP COM 594918104 187,764 1,350,530 SH   SOLE   324,943 6,215 1,019,372
MOTOROLA SOLUTIONS INC COM NEW 620076307 55,461 325,456 SH   SOLE   72,414 1,635 251,407
NOVARTIS A G SPONSORED ADR 66987V109 102,363 1,177,939 SH   SOLE   271,087 5,921 900,931
ORACLE CORP COM 68389X105 113,592 2,064,191 SH   SOLE   490,203 10,399 1,563,589
SHERWIN WILLIAMS CO COM 824348106 73,337 133,372 SH   SOLE   29,744 984 102,644
SONY CORP SPONSORED ADR 835699307 726 12,272 SH   SOLE   12,272 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 3,590 25,848 SH   SOLE   5,675 0 20,173
SPDR S&P 500 ETF TR TR UNIT 78462F103 3,984 13,425 SH   SOLE   0 0 13,425
SPDR SERIES TRUST SPDR BLOOMBERG 78468R663 99,048 1,081,428 SH   SOLE   0 18,599 1,062,829
STARBUCKS CORP COM 855244109 714 8,076 SH   SOLE   0 0 8,076
VISA INC COM CL A 92826C839 235 1,369 SH   SOLE   0 0 1,369
WALGREENS BOOTS ALLIANCE INC COM 931427108 304 5,484 SH   SOLE   0 0 5,484
WATSCO INC COM 942622200 35,022 207,012 SH   SOLE   68,611 0 138,401
WELLS FARGO CO NEW COM 949746101 52,746 1,045,714 SH   SOLE   237,771 5,236 802,707