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 1,439 4,499 SH   SOLE   4,499 0 0
Adobe Systems Inc. COM 00724F101 8,586 14,914 SH   SOLE   14,914 0 0
Advance Auto Parts COM 00751Y106 13,261 63,484 SH   SOLE   63,484 0 0
Alphabet Inc Class A CAP STK CL A 02079k305 294 110 SH   SOLE   110 0 0
Alphabet Inc Class C CAP STK CL C 02079K107 18,247 6,846 SH   SOLE   6,846 0 0
Amazon.com Inc. COM 023135106 17,841 5,431 SH   SOLE   5,431 0 0
American Tower Corp COM 03027X100 12,301 46,346 SH   SOLE   46,346 0 0
Apple Computer COM 037833100 18,060 127,631 SH   SOLE   127,631 0 0
Avantor Inc. COM 05352A100 14,780 361,369 SH   SOLE   361,369 0 0
BERKSHIRE HATHAWAY I CL B NEW 084670702 24,205 88,684 SH   SOLE   88,684 0 0
Blackstone Inc. COM 09260D107 18,959 162,963 SH   SOLE   162,963 0 0
Booking Holdings Inc. COM 09857L108 1,588 669 SH   SOLE   669 0 0
Camden Property Trust SH BEN INT 133131102 236 1,601 SH   SOLE   1,601 0 0
Charter Communications CL A 16119P108 15,320 21,057 SH   SOLE   21,057 0 0
Coca Cola Companies COM 191216100 10,316 196,605 SH   SOLE   196,605 0 0
Comcast Corp CL A 20030N101 18,933 338,517 SH   SOLE   338,517 0 0
Compass Diversified SH BEN INT 20451Q104 420 14,900 SH   SOLE   14,900 0 0
Crown Castle Intl. Co. COM 22822V101 229 1,320 SH   SOLE   1,320 0 0
Crown Holdings Inc COM 228368106 13,538 134,333 SH   SOLE   134,333 0 0
Dish Network CL A 25470M109 2,687 61,824 SH   SOLE   61,824 0 0
Emerson Electric Co. COM 291011104 402 4,270 SH   SOLE   4,270 0 0
Enterprise Product Partners COM 293792107 1,825 84,354 SH   SOLE   84,354 0 0
Evgo Inc. CL A COM 30052F100 106 13,000 SH   SOLE   13,000 0 0
Facebook Inc. CL A 30303M102 13,746 40,502 SH   SOLE   40,502 0 0
Fastenal Co COM 311900104 455 8,808 SH   SOLE   8,808 0 0
Goldman Sachs Group COM 38141G104 2,084 5,513 SH   SOLE   5,513 0 0
HCA Healthcare Inc. COM 40412C101 1,123 4,628 SH   SOLE   4,628 0 0
Johnson & Johnson Co. COM 478160104 307 1,902 SH   SOLE   1,902 0 0
JP Morgan Chase COM 46625H100 23,714 144,869 SH   SOLE   144,869 0 0
KKR and Co. Inc. Cla COM 48251W104 5,973 98,113 SH   SOLE   98,113 0 0
Lexington Realty Trust COM 529043101 227 17,792 SH   SOLE   17,792 0 0
Microsoft Inc. COM 594918104 15,012 53,252 SH   SOLE   53,252 0 0
Morgan Stanley COM NEW 617446448 18,994 195,193 SH   SOLE   195,193 0 0
Netflix Corp COM 64110L106 248 406 SH   SOLE   406 0 0
Nike Corp CL B 654106103 218 1,500 SH   SOLE   1,500 0 0
NVIDIA Corp COM 67066G104 11,616 56,076 SH   SOLE   56,076 0 0
Oracle Corp COM 68389X105 362 4,150 SH   SOLE   4,150 0 0
PayPal Corp COM 70450Y103 14,665 56,360 SH   SOLE   56,360 0 0
Pepsico Inc COM 713448108 8,336 55,425 SH   SOLE   55,425 0 0
Procter & Gamble Co COM 742718109 1,697 12,141 SH   SOLE   12,141 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 236 551 SH   SOLE   551 0 0
Shopify Inc. CL A 82509L107 6,485 4,783 SH   SOLE   4,783 0 0
Starbucks Corp COM 855244109 266 2,414 SH   SOLE   2,414 0 0
Thermo Fisher Scientific COM 883556102 19,348 33,864 SH   SOLE   33,864 0 0
Trupanion Inc COM 898202106 2,339 30,121 SH   SOLE   30,121 0 0
Union Pacific Corp COM 907818108 18,801 95,921 SH   SOLE   95,921 0 0
VISA Inc COM CL A 92826C839 16,103 72,295 SH   SOLE   72,295 0 0