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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Accenture PLC SHS CLASS A G1151C101 1,326 4,499 SH   SOLE   4,499 0 0
Adobe Systems Inc. COM 00724F101 8,429 14,393 SH   SOLE   14,393 0 0
Advance Auto Parts COM 00751Y106 12,963 63,190 SH   SOLE   63,190 0 0
Alphabet Inc Class A CAP STK CL A 02079K305 256 105 SH   SOLE   105 0 0
Alphabet Inc Class C CAP STK CL C 02079K107 17,061 6,807 SH   SOLE   6,807 0 0
Amazon.com Inc. COM 023135106 18,553 5,393 SH   SOLE   5,393 0 0
American Tower Corp COM 03027X100 12,361 45,759 SH   SOLE   45,759 0 0
Apple Computer COM 037833100 17,261 126,029 SH   SOLE   126,029 0 0
Avantor Inc. COM 05352A100 16,257 457,817 SH   SOLE   457,817 0 0
BERKSHIRE HATHAWAY I CL B NEW 084670702 24,481 88,087 SH   SOLE   88,087 0 0
Blackstone Group LP COM 09260D107 19,800 203,832 SH   SOLE   203,832 0 0
Booking Holdings Inc. COM 09857L108 1,449 662 SH   SOLE   662 0 0
Camden Property Trust SH BEN INT 133131102 212 1,601 SH   SOLE   1,601 0 0
Charter Communications CL A 16119P108 13,934 19,314 SH   SOLE   19,314 0 0
Chevron Corp COM 166764100 10,872 103,800 SH   SOLE   103,800 0 0
Coca Cola Companies COM 191216100 10,606 196,014 SH   SOLE   196,014 0 0
Comcast Corp CL A 20030N101 12,080 211,848 SH   SOLE   211,848 0 0
Compass Diversified SH BEN INT 20451Q104 380 14,900 SH   SOLE   14,900 0 0
Crown Castle Intl. Co. COM 22822V101 264 1,355 SH   SOLE   1,355 0 0
Crown Holdings Inc COM 228368106 13,663 133,672 SH   SOLE   133,672 0 0
Dish Network CL A 25470M109 2,574 61,590 SH   SOLE   61,590 0 0
Emerson Electric Co. COM 291011104 411 4,270 SH   SOLE   4,270 0 0
Enterprise Product Partners COM 293792107 1,881 77,954 SH   SOLE   77,954 0 0
Facebook Inc. CL A 30303M102 15,301 44,004 SH   SOLE   44,004 0 0
Fastenal Co COM 311900104 458 8,808 SH   SOLE   8,808 0 0
Goldman Sachs Group COM 38141G104 2,051 5,403 SH   SOLE   5,403 0 0
HCA Healthcare Inc. COM 40412C101 957 4,628 SH   SOLE   4,628 0 0
Johnson & Johnson Co. COM 478160104 289 1,752 SH   SOLE   1,752 0 0
JP Morgan Chase COM 46625H100 21,991 141,384 SH   SOLE   141,384 0 0
KKR and Co. Inc. COM 48251W104 5,771 97,415 SH   SOLE   97,415 0 0
Lexington Realty Trust COM 529043101 213 17,792 SH   SOLE   17,792 0 0
Microsoft Corp. COM 594918104 14,302 52,795 SH   SOLE   52,795 0 0
Morgan Stanley COM NEW 617446448 17,907 195,298 SH   SOLE   195,298 0 0
Netflix Corp COM 64110L106 214 406 SH   SOLE   406 0 0
Nike Corp CL B 654106103 232 1,500 SH   SOLE   1,500 0 0
NVIDIA Corp COM 67066G104 14,843 18,551 SH   SOLE   18,551 0 0
Oracle Corp COM 68389X105 323 4,150 SH   SOLE   4,150 0 0
PayPal Hldgs Inc COM 70450Y103 16,363 56,136 SH   SOLE   56,136 0 0
Pepsico Inc COM 713448108 8,263 55,765 SH   SOLE   55,765 0 0
Procter & Gamble Co COM 742718109 1,639 12,150 SH   SOLE   12,150 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 236 551 SH   SOLE   551 0 0
Shopify Inc. CL A 82509L107 6,995 4,788 SH   SOLE   4,788 0 0
Starbucks Corp COM 855244109 270 2,412 SH   SOLE   2,412 0 0
Thermo Fisher Scientific COM 883556102 16,881 33,463 SH   SOLE   33,463 0 0
Trupanion Inc COM 898202106 3,406 29,595 SH   SOLE   29,595 0 0
Union Pacific Corp COM 907818108 20,708 94,156 SH   SOLE   94,156 0 0
VISA Inc COM CL A 92826C839 16,736 71,577 SH   SOLE   71,577 0 0