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
AT&T COM 00206R102   3,583,572 186,159 SH   SOLE   137,789 0 48,370
AbbVie Inc COM 00287Y109   575,325 3,610 SH   SOLE   3,435 0 175
Accenture Plc COM G1151C101   30,588,670 107,024 SH   SOLE   72,535 0 34,489
Adobe Inc COM 00724F101   48,501,897 125,858 SH   SOLE   86,426 0 39,432
Alibaba Group COM 01609W102   306,233 2,997 SH   SOLE   1,902 0 1,095
Alphabet Inc Cl A COM 02079K305   92,241,850 889,249 SH   SOLE   622,382 0 266,867
Alphabet Inc Cl C COM 02079K107   587,600 5,650 SH   SOLE   5,600 0 50
Amazon.com Inc COM 023135106   13,918,843 134,755 SH   SOLE   102,631 0 32,124
American Tower Corp COM 03027X100   2,982,368 14,595 SH   SOLE   10,833 0 3,762
Amphenol Corp COM 032095101   45,128,418 552,232 SH   SOLE   383,287 0 168,944
Apple Inc COM 037833100   89,401,754 542,157 SH   SOLE   377,466 0 164,691
Autodesk Inc COM 052769106   38,385,744 184,405 SH   SOLE   127,450 0 56,955
Berkshire Hthwy Cl A COM 084670108   465,600 1 SH   SOLE   0 0 1
Boeing Co COM 097023105   1,130,930 5,323 SH   SOLE   4,410 0 913
Booking Holdings COM 09857L108   42,730,325 16,110 SH   SOLE   11,371 0 4,739
Booz Allen Hamilton Hld COM 099502106   2,242,402 24,192 SH   SOLE   17,620 0 6,572
Broadridge Fin'l Solutns COM 11133T103   17,519,310 119,528 SH   SOLE   78,760 0 40,767
CDW Corp COM 12514G108   241,468 1,239 SH   SOLE   772 0 467
CVS Health Corp COM 126650100   2,285,654 30,758 SH   SOLE   22,366 0 8,391
Chevron Corp New COM 166764100   813,966 4,988 SH   SOLE   4,002 0 986
Cintas Corp COM 172908105   11,889,224 25,696 SH   SOLE   19,645 0 6,051
Cisco Systems Inc COM 17275R102   2,773,967 53,064 SH   SOLE   39,420 0 13,644
Conocophillips COM 20825c104   307,551 3,100 SH   SOLE   1,500 0 1,600
Constellation Brands COM 21036P108   12,041,034 53,304 SH   SOLE   40,216 0 13,088
Copart Inc COM 217204106   14,207,244 188,901 SH   SOLE   145,601 0 43,300
Deere & Co COM 244199105   206,440 500 SH   SOLE   500 0 0
Dollar General Corp COM 256677105   9,763,870 46,393 SH   SOLE   31,218 0 15,175
Dollar Tree Stores COM 256746108   885,703 6,170 SH   SOLE   5,130 0 1,040
Dominos Pizza Inc COM 25754A201   316,257 958 SH   SOLE   755 0 203
Ecolab Inc COM 278865100   248,295 1,500 SH   SOLE   1,500 0 0
Extra Space Storage COM 30225T102   2,095,846 12,863 SH   SOLE   9,436 0 3,427
Fiserv Inc COM 337738108   48,122,239 425,747 SH   SOLE   294,653 0 131,094
Fleetcor Technologies COM 339041105   11,034,413 52,333 SH   SOLE   40,248 0 12,085
Fortune Brnds Innovat COM 34964C106   232,612 3,960 SH   SOLE   3,074 0 886
GoDaddy Inc COM 380237107   11,475,124 147,647 SH   SOLE   113,858 0 33,789
Guardian Cap Group COM 401339304   1,137,479 35,000 SH   SOLE   22,000 0 13,000
HDFC Bank Ltd COM 40415F101   207,543 3,113 SH   SOLE   1,970 0 1,143
Home Depot Inc COM 437076102   43,034,005 145,818 SH   SOLE   98,082 0 47,736
Icon Plc COM G4705A100   23,374,969 109,438 SH   SOLE   73,887 0 35,550
Idexx Laboratories COM 45168D104   7,133,141 14,264 SH   SOLE   10,872 0 3,392
Infosys Ltd COM 456788108   212,506 12,185 SH   SOLE   7,722 0 4,463
Intuit Inc COM 461202103   28,580,770 64,106 SH   SOLE   46,328 0 17,778
JP Morgan Chase COM 46625H100   3,484,102 26,737 SH   SOLE   19,554 0 7,183
Johnson & Johnson COM 478160104   3,174,568 20,481 SH   SOLE   15,087 0 5,394
Kroger Co COM 501044101   629,191 12,744 SH   SOLE   6,592 0 6,152
Lockheed Martin Corp COM 539830109   1,759,783 3,722 SH   SOLE   2,732 0 990
Lowes Companies COM 548661107   15,022,277 75,122 SH   SOLE   57,838 0 17,283
Magazine Luiza SA ADR COM 559045109   61,650 24,660 SH   SOLE   15,673 0 8,987
Markel Corp COM 570535104   40,693,172 31,856 SH   SOLE   21,986 0 9,870
Mastercard Inc COM 57636Q104   47,478,015 130,645 SH   SOLE   91,902 0 38,743
Match Group COM 57667L107   4,090,300 106,546 SH   SOLE   83,190 0 23,356
Mcdonalds COM 580135101   2,828,164 10,114 SH   SOLE   7,706 0 2,408
Mercadolibre Inc COM 58733R102   408,598 310 SH   SOLE   196 0 114
Meta Platforms Inc COM 30303M102   872,768 4,118 SH   SOLE   2,340 0 1,778
Microsoft Corp COM 594918104   57,306,386 198,773 SH   SOLE   132,259 0 66,514
Napco Security Tech COM 630402105   11,658,405 310,229 SH   SOLE   237,785 0 72,444
Nestle S A Reg B ADR COM 641069406   3,289,524 27,032 SH   SOLE   19,895 0 7,137
Nvidia Corp COM 67066G104   20,321,422 73,159 SH   SOLE   56,284 0 16,874
Paypal Holdings COM 70450Y103   27,315,542 359,699 SH   SOLE   253,604 0 106,095
Pepsico Inc COM 713448108   2,588,577 14,199 SH   SOLE   10,767 0 3,432
Phillips 66 COM 718546104   3,780,645 37,291 SH   SOLE   28,448 0 8,843
Pool Corp COM 73278L105   6,023,390 17,589 SH   SOLE   13,515 0 4,073
Raytheon Technologies COM 75513E101   19,567,172 199,807 SH   SOLE   130,417 0 69,389
Restaurant Brands Int'l COM 76131D103   32,260,285 480,492 SH   SOLE   327,263 0 153,229
S&P Global Inc COM 78409V104   39,123,384 113,476 SH   SOLE   80,821 0 32,654
SPDR S&P 500 COM 78462F103   1,103,306 2,695 SH   SOLE   2,280 0 415
Sherwin Williams Co COM 824348106   27,142,544 120,756 SH   SOLE   85,155 0 35,601
Starbucks COM 855244109   416,520 4,000 SH   SOLE   4,000 0 0
Steris Plc COM G8473T100   545,530 2,852 SH   SOLE   1,750 0 1,102
TJX Companies COM 872540109   45,411,427 579,523 SH   SOLE   402,907 0 176,615
Taiwan Semi Manuf Co COM 874039100   376,265 4,045 SH   SOLE   2,555 0 1,490
Take-Two Interactive COM 874054109   35,481,072 297,410 SH   SOLE   205,980 0 91,430
Teleflex Inc COM 879369106   7,922,831 31,277 SH   SOLE   23,663 0 7,614
Tencent Holdings Adr COM 88032Q109   310,011 6,341 SH   SOLE   3,998 0 2,343
Thermo Fisher Sci COM 883556102   48,403,545 83,979 SH   SOLE   57,933 0 26,046
Ulta Beauty Inc COM 90384S303   764,483 1,401 SH   SOLE   674 0 727
Union Pacific COM 907818108   1,720,370 8,548 SH   SOLE   6,540 0 2,008
United Health Group COM 91324P102   29,637,189 62,712 SH   SOLE   44,592 0 18,119
United Parcel Service COM 911312106   3,043,183 15,687 SH   SOLE   11,965 0 3,721
Verizon Commun COM 92343V104   3,553,312 91,368 SH   SOLE   68,023 0 23,345
Visa Inc COM 92826C839   36,596,114 162,317 SH   SOLE   111,934 0 50,383
WEC Energy Group COM 92939U106   2,450,057 25,847 SH   SOLE   19,028 0 6,819
WEG SA COM 94858P209   101,378 12,578 SH   SOLE   8,079 0 4,499
Walt Disney Co COM 254687106   40,625,347 405,726 SH   SOLE   277,136 0 128,589
Yum China Holdings Inc COM 98850P109   379,289 5,983 SH   SOLE   4,483 0 1,500
Zebra Technologies COM 989207105   36,360,597 114,341 SH   SOLE   79,690 0 34,651
Zions Bancorp COM 989701107   620,983 20,747 SH   SOLE   16,572 0 4,175
Zoetis Inc COM 98978V103   30,056,457 180,584 SH   SOLE   122,711 0 57,872