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
Abbvie Inc. COM 00287Y109 1,459 8,998 SH   SOLE   8,998 0 0
Accenture PLC SHS CLASS A G1151C101 1,468 4,354 SH   SOLE   4,354 0 0
Adobe Systems Inc. COM 00724F101 6,041 13,259 SH   SOLE   13,259 0 0
Advance Auto Parts COM 00751Y106 9,486 45,833 SH   SOLE   45,833 0 0
Alphabet Inc CAP STK CL A 02079k305 306 110 SH   SOLE   110 0 0
Alphabet Inc CAP STK CL C 02079K107 19,383 6,940 SH   SOLE   6,940 0 0
Amazon.com Inc. COM 023135106 14,738 4,521 SH   SOLE   4,521 0 0
American Tower Corp COM 03027X100 7,129 28,376 SH   SOLE   28,376 0 0
Apple Computer COM 037833100 25,697 147,168 SH   SOLE   147,168 0 0
Avantor Inc. COM 05352A100 12,382 366,106 SH   SOLE   366,106 0 0
Bank of America Corp. COM 060505104 14,620 354,682 SH   SOLE   354,682 0 0
BERKSHIRE HATHAWAY I CL B NEW 084670702 32,162 91,135 SH   SOLE   91,135 0 0
Blackstone Inc. COM 09260D107 13,058 102,871 SH   SOLE   102,871 0 0
Booking Holdings Inc. COM 09857L108 1,536 654 SH   SOLE   654 0 0
Camden Property Trust SH BEN INT 133131102 266 1,601 SH   SOLE   1,601 0 0
Charter Communications CL A 16119P108 11,015 20,191 SH   SOLE   20,191 0 0
Chevron Corp COM 166764100 207 1,273 SH   SOLE   1,273 0 0
Coca Cola Companies COM 191216100 12,005 196,630 SH   SOLE   196,630 0 0
Cognex Corp COM 192422103 386 5,000 SH   SOLE   5,000 0 0
Comcast Corp CL A 20030N101 10,439 222,954 SH   SOLE   222,954 0 0
Compass Diversified SH BEN INT 20451Q104 354 14,900 SH   SOLE   14,900 0 0
Crown Castle Intl. Co. COM 22822V101 244 1,320 SH   SOLE   1,320 0 0
Crown Holdings Inc COM 228368106 16,637 133,004 SH   SOLE   133,004 0 0
Dish Network CL A 25470M109 1,385 43,762 SH   SOLE   43,762 0 0
Emerson Electric Co. COM 291011104 419 4,270 SH   SOLE   4,270 0 0
Enterprise Product Partners COM 293792107 1,808 70,054 SH   SOLE   70,054 0 0
Evgo Inc. CL A COM 30052F100 513 39,860 SH   SOLE   39,860 0 0
Fastenal Co COM 311900104 523 8,808 SH   SOLE   8,808 0 0
Goldman Sachs Group COM 38141G104 3,189 9,662 SH   SOLE   9,662 0 0
HCA Healthcare Inc. COM 40412C101 1,160 4,628 SH   SOLE   4,628 0 0
Johnson & Johnson Co. COM 478160104 474 2,677 SH   SOLE   2,677 0 0
JP Morgan Chase COM 46625H100 16,467 120,794 SH   SOLE   120,794 0 0
KKR and Co. Inc. COM 48251W104 4,112 70,319 SH   SOLE   70,319 0 0
Microsoft Inc. COM 594918104 16,711 54,204 SH   SOLE   54,204 0 0
Morgan Stanley COM 617446448 12,806 146,520 SH   SOLE   146,520 0 0
Nike Corp CL B 654106103 202 1,500 SH   SOLE   1,500 0 0
NVIDIA Corp COM 67066G104 7,820 28,660 SH   SOLE   28,660 0 0
Oracle Corp COM 68389X105 343 4,150 SH   SOLE   4,150 0 0
Pepsico Inc COM 713448108 9,327 55,725 SH   SOLE   55,725 0 0
Procter & Gamble Co COM 742718109 1,947 12,741 SH   SOLE   12,741 0 0
Ross Stores Inc. COM 778296103 13,399 148,121 SH   SOLE   148,121 0 0
Shopify Inc. CL A 82509L107 4,472 6,616 SH   SOLE   6,616 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 249 551 SH   SOLE   551 0 0
Starbucks Corp COM 855244109 220 2,418 SH   SOLE   2,418 0 0
Thermo Fisher Scientific COM 883556102 20,151 34,116 SH   SOLE   34,116 0 0
T-Mobile US Inc. COM 872590104 790 6,153 SH   SOLE   6,153 0 0
Trupanion Inc COM 898202106 2,656 29,802 SH   SOLE   29,802 0 0
Union Pacific Corp COM 907818108 15,884 58,139 SH   SOLE   58,139 0 0
VISA Inc COM CL A 92826C839 16,126 72,717 SH   SOLE   72,717 0 0