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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Abbott Labs COM 002824100   222,874 2,030 SH   SOLE   2,030 0 0
Abbvie COM 00287Y109   2,987,846 18,488 SH   SOLE   16,645 0 1,843
Accenture COM G1151C101   3,938,825 14,761 SH   SOLE   13,791 0 970
Adobe Systems COM 00724F101   4,819,783 14,322 SH   SOLE   13,264 0 1,058
Advance Auto Parts COM 00751Y106   8,443,051 57,424 SH   SOLE   57,424 0 0
Alphabet Class A COM 02079K305   16,564,036 187,737 SH   SOLE   180,293 0 7,444
Alphabet Class C COM 02079K107   557,224 6,280 SH   SOLE   6,180 0 100
Altria Group COM 02209S103   15,591,224 341,090 SH   SOLE   337,864 0 3,226
Amazon.com COM 023135106   7,133,952 84,928 SH   SOLE   79,273 0 5,655
American Express COM 025816109   10,890,948 73,712 SH   SOLE   73,712 0 0
American Tower COM 03027X100   5,394,803 25,464 SH   SOLE   23,696 0 1,768
Amgen COM 031162100   2,554,962 9,728 SH   SOLE   8,873 0 855
Amphenol COM 032095101   5,173,713 67,950 SH   SOLE   63,016 0 4,934
Ansys COM 03662Q105   1,315,458 5,445 SH   SOLE   5,445 0 0
Apple COM 037833100   9,318,839 71,722 SH   SOLE   66,120 0 5,602
Applied Materials COM 038222105   7,402,243 76,014 SH   SOLE   76,014 0 0
Aspen Technology COM 29109X106   1,244,929 6,061 SH   SOLE   6,061 0 0
Bank of America COM 060505104   11,184,326 337,691 SH   SOLE   337,691 0 0
Berkshire Hathaway B COM 084670702   19,802,343 64,106 SH   SOLE   64,106 0 0
BioMarin Pharmaceuticals COM 09061G101   1,121,211 10,834 SH   SOLE   10,834 0 0
Blackstone Group COM 09260D107   2,055,953 27,712 SH   SOLE   25,050 0 2,662
Blueprint Medicines COM 09627Y109   1,026,731 23,436 SH   SOLE   23,436 0 0
Bristol-Myers Squibb COM 110122108   11,593,591 161,134 SH   SOLE   161,134 0 0
Broadcom Limited COM 11135F101   2,853,240 5,103 SH   SOLE   4,787 0 316
Charles Schwab COM 808513105   6,013,120 72,221 SH   SOLE   66,845 0 5,376
Chubb Limited COM H1467J104   11,769,231 53,351 SH   SOLE   53,351 0 0
Church & Dwight COM 171340102   811,985 10,073 SH   SOLE   10,073 0 0
Cisco Systems COM 17275R102   1,951,573 40,965 SH   SOLE   38,449 0 2,516
Constellation Software COM 21037X100   4,424,919 2,840 SH   SOLE   2,652 0 188
Cooper Companies COM 216648402   5,100,585 15,425 SH   SOLE   14,566 0 859
Copart COM 217204106   5,377,744 88,319 SH   SOLE   83,166 0 5,153
Costco COM 22160K105   305,855 670 SH   SOLE   670 0 0
Crown Castle COM 22822V101   2,029,446 14,962 SH   SOLE   13,903 0 1,059
Danaher COM 235851102   5,311,320 20,011 SH   SOLE   18,799 0 1,212
Digital Realty Trust COM 253868103   2,345,516 23,392 SH   SOLE   21,885 0 1,507
DuPont de Nemours COM 26614N102   7,865,341 114,605 SH   SOLE   114,605 0 0
Dynatrace COM 268150109   1,134,446 29,620 SH   SOLE   29,620 0 0
EOG Resources COM 26875P101   9,799,872 75,663 SH   SOLE   75,663 0 0
Eaton COM G29183103   12,794,721 81,521 SH   SOLE   81,521 0 0
Enbridge COM 29250N105   2,653,365 67,861 SH   SOLE   61,907 0 5,954
Entegris COM 29362U104   857,392 13,072 SH   SOLE   13,072 0 0
Fiserv COM 337738108   15,674,239 155,083 SH   SOLE   151,365 0 3,718
General Dynamics Corp COM 369550108   13,907,062 56,052 SH   SOLE   56,052 0 0
General Motors COM 37045V100   8,819,735 262,180 SH   SOLE   262,180 0 0
Genmab ADR COM 372303206   5,448,542 128,564 SH   SOLE   118,761 0 9,803
Gilead Sciences COM 375558103   2,740,332 31,920 SH   SOLE   30,008 0 1,912
Halozyme Therapeutics COM 40637H109   1,792,066 31,495 SH   SOLE   31,495 0 0
Home Depot COM 437076102   13,170,414 41,697 SH   SOLE   40,873 0 824
Honeywell COM 438516106   12,457,688 58,132 SH   SOLE   58,132 0 0
Huntington Ingalls COM 446413106   2,310,260 10,015 SH   SOLE   9,349 0 666
ICF International COM 44925C103   1,219,999 12,317 SH   SOLE   12,317 0 0
Idexx Laboratories COM 45168D104   4,207,699 10,314 SH   SOLE   9,617 0 697
JPMorgan Chase COM 46625H100   14,115,500 105,261 SH   SOLE   103,265 0 1,996
Jack Henry & Associates COM 426281101   1,366,383 7,783 SH   SOLE   7,783 0 0
Johnson & Johnson COM 478160104   13,556,121 76,740 SH   SOLE   76,740 0 0
KLA COM 482480100   5,370,038 14,243 SH   SOLE   13,355 0 888
Kraft Heinz COM 500754106   10,959,743 269,215 SH   SOLE   269,215 0 0
Lantheus Holdings COM 516544103   884,564 17,358 SH   SOLE   17,358 0 0
Lennar Corp Cl B COM 526057302   8,198,057 109,629 SH   SOLE   109,629 0 0
Lockheed Martin COM 539830109   2,805,101 5,766 SH   SOLE   5,494 0 272
Lonza Group ADR COM 54338V101   3,224,130 66,136 SH   SOLE   61,508 0 4,628
LyondellBasell Industries COM N53745100   2,609,965 31,434 SH   SOLE   28,602 0 2,832
Marsh & McLennan COM 571748102   14,385,507 86,932 SH   SOLE   86,932 0 0
McDonalds COM 580135101   2,322,490 8,813 SH   SOLE   7,802 0 1,011
Mettler Toledo COM 592688105   1,367,396 946 SH   SOLE   946 0 0
Microsoft COM 594918104   9,730,457 40,574 SH   SOLE   37,310 0 3,264
Monolithic Power Systems COM 609839105   1,134,734 3,209 SH   SOLE   3,209 0 0
Natera COM 632307104   789,059 19,643 SH   SOLE   19,643 0 0
Nike COM 654106103   3,499,886 29,911 SH   SOLE   26,734 0 3,177
O'Reilly Automotive COM 67103H107   6,643,360 7,871 SH   SOLE   7,384 0 487
Paychex COM 704326107   2,033,625 17,598 SH   SOLE   16,331 0 1,267
Phillips 66 COM 718546104   12,913,622 124,074 SH   SOLE   122,547 0 1,527
Pool COM 73278l105   3,460,469 11,446 SH   SOLE   10,991 0 455
Prudential Financial COM 744320102   2,646,332 26,607 SH   SOLE   25,094 0 1,513
Qualcomm COM 747525103   10,043,899 91,358 SH   SOLE   89,440 0 1,918
Qualys COM 74758T303   931,172 8,297 SH   SOLE   8,297 0 0
RBC Bearings COM 75524B104   1,493,294 7,133 SH   SOLE   7,133 0 0
Rocket Pharmaceuticals COM 77313F106   1,063,121 54,324 SH   SOLE   54,324 0 0
Royalty Pharma COM G7709Q104   5,428,902 137,371 SH   SOLE   127,526 0 9,845
Ryan Specialty Holdings COM 78351F107   1,599,422 38,531 SH   SOLE   38,531 0 0
SBA Communications COM 78410G104   1,495,174 5,334 SH   SOLE   5,334 0 0
SLB COM 806857108   10,636,455 198,961 SH   SOLE   198,961 0 0
Sapiens COM G7T16G103   483,289 26,152 SH   SOLE   26,152 0 0
ServiceNow COM 81762P102   4,620,025 11,899 SH   SOLE   11,168 0 731
Sherwin-Williams COM 824348106   4,120,049 17,360 SH   SOLE   16,059 0 1,301
Starbucks COM 855244109   467,232 4,710 SH   SOLE   4,710 0 0
T. Rowe Price Group COM 74144T108   11,348,565 104,058 SH   SOLE   102,740 0 1,318
Texas Instruments COM 882508104   10,946,321 66,253 SH   SOLE   66,253 0 0
Tradeweb Markets COM 892672106   1,470,859 22,653 SH   SOLE   22,653 0 0
Tyler Technologies COM 902252105   3,292,451 10,212 SH   SOLE   9,457 0 755
Union Pacific COM 907818108   2,195,356 10,602 SH   SOLE   9,599 0 1,003
United Rentals COM 911363109   234,577 660 SH   SOLE   660 0 0
UnitedHealth Group COM 91324P102   14,142,552 26,675 SH   SOLE   26,675 0 0
Vail Resorts COM 91879Q109   2,217,608 9,304 SH   SOLE   8,749 0 555
Vanguard Mid Cap Grwth COM 922908538   406,617 2,262 SH   SOLE   2,262 0 0
Verisk Analytics COM 92345Y106   4,775,513 27,069 SH   SOLE   24,662 0 2,407
Verra Mobility COM 92511U102   1,202,380 86,940 SH   SOLE   86,940 0 0
Vicor COM 925815102   432,903 8,054 SH   SOLE   8,054 0 0
Visa COM 92826C839   7,142,581 34,379 SH   SOLE   31,412 0 2,967
Walt Disney COM 254687106   10,397,016 119,671 SH   SOLE   119,671 0 0
Zebra Technologies COM 989207105   1,014,871 3,958 SH   SOLE   3,958 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   578,662 2,701 SH   SOLE   2,701 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835   1,267,258 17,640 SH   SOLE   17,640 0 0
ISHARES TR NATIONAL MUN ETF 464288414   395,700 3,750 SH   SOLE   3,750 0 0