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
BOOKING HOLDINGS INC COM 09857L108 52,159 22,210 SH   SOLE   22,150 0 60
BLACKLINE INC COM 09239B109 21,012 286,972 SH   SOLE   286,126 0 846
BLACKROCK INC COM 09247X101 627 821 SH   SOLE   821 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 35,308 226,756 SH   SOLE   226,076 0 680
CHIPOTLE MEXICAN GRILL INC COM 169656105 70,399 44,499 SH   SOLE   44,382 0 117
COSTCO WHSL CORP NEW COM 22160K105 21,858 37,958 SH   SOLE   37,874 0 84
FIRST AMERN FINL CORP COM 31847R102 37,031 571,283 SH   SOLE   569,592 0 1,691
FASTENAL CO COM 311900104 46,666 785,620 SH   SOLE   783,596 0 2,024
FIRST REP BK SAN FRANCISCO C COM 33616C100 66,593 410,816 SH   SOLE   409,464 0 1,352
ALPHABET INC CAP STK CL C 02079K107 268 96 SH   SOLE   96 0 0
ALPHABET INC CAP STK CL A 02079K305 89,137 32,048 SH   SOLE   31,940 0 108
HOME DEPOT INC COM 437076102 88,958 297,192 SH   SOLE   296,401 0 791
ILLUMINA INC COM 452327109 86,416 247,326 SH   SOLE   246,530 0 796
INTEL CORP COM 458140100 472 9,530 SH   SOLE   9,530 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 31,817 105,465 SH   SOLE   105,212 0 253
LANDSTAR SYS INC COM 515098101 24,033 159,341 SH   SOLE   159,009 0 332
MASTERCARD INCORPORATED CL A 57636Q104 94,315 263,908 SH   SOLE   263,153 0 755
MASIMO CORP COM 574795100 48,631 334,144 SH   SOLE   333,082 0 1,062
NETFLIX INC COM 64110L106 92,419 246,721 SH   SOLE   245,976 0 745
SERVICENOW INC COM 81762P102 24,747 44,438 SH   SOLE   44,328 0 110
NVR INC COM 62944T105 40,688 9,108 SH   SOLE   9,080 0 28
OLD DOMINION FREIGHT LINE IN COM 679580100 4,914 16,451 SH   SOLE   16,451 0 0
PAYCHEX INC COM 704326107 21,731 159,234 SH   SOLE   158,842 0 392
PELOTON INTERACTIVE INC CL A COM 70614W100 9,027 341,674 SH   SOLE   340,684 0 990
FERRARI N V COM N3167Y103 87,913 403,104 SH   SOLE   401,866 0 1,238
STARBUCKS CORP COM 855244109 22,594 248,372 SH   SOLE   247,591 0 781
SCHWAB CHARLES CORP COM 808513105 32,173 381,599 SH   SOLE   380,511 0 1,088
WATSCO INC COM 942622200 681 2,235 SH   SOLE   2,235 0 0