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 1,378 8,998 SH   SOLE   8,998 0 0
Accenture PLC SHS CLASS A G1151C101 1,209 4,354 SH   SOLE   4,354 0 0
Advance Auto Parts COM 00751Y106 7,921 45,763 SH   SOLE   45,763 0 0
Alphabet Inc CAP STK CL A 02079k305 266 122 SH   SOLE   122 0 0
Alphabet Inc CAP STK CL C 02079K107 14,805 6,768 SH   SOLE   6,768 0 0
Amazon.com Inc. COM 023135106 9,087 85,560 SH   SOLE   85,560 0 0
American Tower Corp COM 03027X100 7,161 28,018 SH   SOLE   28,018 0 0
Apple Computer COM 037833100 19,081 139,564 SH   SOLE   139,564 0 0
Avantor Inc. COM 05352A100 11,145 358,376 SH   SOLE   358,376 0 0
Bank of America Corp. COM 060505104 1,245 40,000 SH   SOLE   40,000 0 0
BERKSHIRE HATHAWAY I CL B NEW 084670702 24,882 91,135 SH   SOLE   91,135 0 0
Blackstone Inc. COM 09260D107 10,208 111,896 SH   SOLE   111,896 0 0
Booking Holdings Inc. COM 09857L108 1,065 609 SH   SOLE   609 0 0
Camden Property Trust SH BEN INT 133131102 215 1,601 SH   SOLE   1,601 0 0
Charter Communications CL A 16119P108 8,833 18,852 SH   SOLE   18,852 0 0
Coca Cola Companies COM 191216100 12,195 193,853 SH   SOLE   193,853 0 0
Cognex Corp COM 192422103 213 5,000 SH   SOLE   5,000 0 0
Comcast Corp CL A 20030N101 7,849 200,036 SH   SOLE   200,036 0 0
Compass Diversified SH BEN INT 20451Q104 319 14,900 SH   SOLE   14,900 0 0
Crown Castle Intl. Co. COM 22822V101 222 1,320 SH   SOLE   1,320 0 0
Crown Holdings Inc COM 228368106 12,064 130,889 SH   SOLE   130,889 0 0
Emerson Electric Co. COM 291011104 337 4,240 SH   SOLE   4,240 0 0
Enterprise Product Partners COM 293792107 1,707 70,054 SH   SOLE   70,054 0 0
Evgo Inc. CL A COM 30052F100 371 61,759 SH   SOLE   61,759 0 0
Fastenal Co COM 311900104 440 8,808 SH   SOLE   8,808 0 0
Goldman Sachs Group COM 38141G104 1,190 4,005 SH   SOLE   4,005 0 0
HCA Healthcare Inc. COM 40412C101 778 4,628 SH   SOLE   4,628 0 0
Johnson & Johnson Co. COM 478160104 406 2,290 SH   SOLE   2,290 0 0
JPMorgan Chase COM 46625H100 11,971 106,308 SH   SOLE   106,308 0 0
KKR and Co. Inc. COM 48251W104 3,052 65,942 SH   SOLE   65,942 0 0
Microsoft Inc. COM 594918104 13,120 51,086 SH   SOLE   51,086 0 0
Morgan Stanley COM NEW 617446448 11,080 145,676 SH   SOLE   145,676 0 0
NVIDIA Corp COM 67066G104 200 1,322 SH   SOLE   1,322 0 0
Oracle Corp COM 68389X105 290 4,150 SH   SOLE   4,150 0 0
Pepsico Inc COM 713448108 8,850 53,100 SH   SOLE   53,100 0 0
Procter & Gamble Co COM 742718109 1,852 12,879 SH   SOLE   12,879 0 0
Shopify Inc. CL A 82509L107 979 31,350 SH   SOLE   31,350 0 0
T-Mobile US Inc. COM 872590104 828 6,153 SH   SOLE   6,153 0 0
Thermo Fisher Scientific COM 883556102 15,161 27,906 SH   SOLE   27,906 0 0
Trupanion Inc COM 898202106 1,787 29,652 SH   SOLE   29,652 0 0
Union Pacific Corp COM 907818108 9,585 44,942 SH   SOLE   44,942 0 0
VISA Inc COM CL A 92826C839 14,379 73,030 SH   SOLE   73,030 0 0