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
Estimated average burden
hours per response: 23.8
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
BOOKING HOLDINGS INC COM 09857L108 63,627 26,803 SH   SOLE   26,720 0 83
BLACKLINE INC COM 09239B109 27,258 230,884 SH   SOLE   230,252 0 632
BLACKROCK INC COM 09247X101 632 753 SH   SOLE   753 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 35,751 214,541 SH   SOLE   213,861 0 680
CHIPOTLE MEXICAN GRILL INC COM 169656105 50,200 27,620 SH   SOLE   27,541 0 79
COSTCO WHSL CORP NEW COM 22160K105 26,707 59,434 SH   SOLE   59,194 0 240
FIRST AMERN FINL CORP COM 31847R102 42,433 632,861 SH   SOLE   631,170 0 1,691
FASTENAL CO COM 311900104 40,447 783,709 SH   SOLE   781,363 0 2,346
FIRST REP BK SAN FRANCISCO C COM 33616C100 78,849 408,799 SH   SOLE   407,664 0 1,135
ALPHABET INC CAP STK CL C 02079K107 280 105 SH   SOLE   105 0 0
ALPHABET INC CAP STK CL A 02079K305 83,622 31,278 SH   SOLE   31,170 0 108
HOME DEPOT INC COM 437076102 104,994 319,851 SH   SOLE   318,865 0 986
HEICO CORP NEW COM 422806109 1,028 7,796 SH   SOLE   7,796 0 0
HEICO CORP NEW CL A 422806208 19,939 168,363 SH   SOLE   168,080 0 283
ILLUMINA INC COM 452327109 60,485 149,120 SH   SOLE   148,827 0 293
INTEL CORP COM 458140100 336 6,300 SH   SOLE   6,300 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 33,385 33,581 SH   SOLE   33,452 0 129
LANDSTAR SYS INC COM 515098101 37,270 236,156 SH   SOLE   235,330 0 826
MASTERCARD INCORPORATED CL A 57636Q104 92,210 265,214 SH   SOLE   264,421 0 793
MASIMO CORP COM 574795100 74,014 273,407 SH   SOLE   272,550 0 857
NETFLIX INC COM 64110L106 118,122 193,535 SH   SOLE   192,940 0 595
SERVICENOW INC COM 81762P102 21,269 34,180 SH   SOLE   34,070 0 110
NVR INC COM 62944T105 46,877 9,778 SH   SOLE   9,750 0 28
OLD DOMINION FREIGHT LINE IN COM 679580100 7,556 26,422 SH   SOLE   26,422 0 0
PAYCHEX INC COM 704326107 24,530 218,140 SH   SOLE   217,493 0 647
FERRARI N V COM N3167Y103 62,176 297,324 SH   SOLE   296,434 0 890
STARBUCKS CORP COM 855244109 27,061 245,317 SH   SOLE   244,536 0 781
SCHWAB CHARLES CORP COM 808513105 48,433 664,917 SH   SOLE   662,946 0 1,971
VISA INC COM CL A 92826C839 271 1,217 SH   SOLE   1,217 0 0
WATSCO INC COM 942622200 591 2,235 SH   SOLE   2,235 0 0