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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Abbott Labs COM 002824100   204,588 1,800 SH   SOLE   1,800 0 0
Abbvie COM 00287Y109   3,869,807 21,251 SH   SOLE   19,019 0 2,232
Adobe COM 00724F101   6,716,226 13,310 SH   SOLE   12,362 0 948
Alphabet Class A COM 02079K305   26,952,778 178,578 SH   SOLE   171,954 0 6,624
Alphabet Class C COM 02079K107   1,179,710 7,748 SH   SOLE   7,648 0 100
Altria Group COM 02209S103   2,920,054 66,943 SH   SOLE   61,085 0 5,858
Amazon.com COM 023135106   14,675,717 81,360 SH   SOLE   76,330 0 5,030
American Express COM 025816109   14,805,542 65,025 SH   SOLE   65,025 0 0
American Tower COM 03027X100   9,256,938 46,849 SH   SOLE   43,322 0 3,527
Amgen COM 031162100   4,308,356 15,153 SH   SOLE   13,698 0 1,455
Amphenol COM 032095101   6,949,838 60,250 SH   SOLE   56,028 0 4,222
Ansys COM 03662Q105   7,500,392 21,605 SH   SOLE   20,525 0 1,080
Apple COM 037833100   10,585,117 61,728 SH   SOLE   57,723 0 4,005
Applied Materials COM 038222105   12,193,349 59,125 SH   SOLE   59,125 0 0
Arthur J. Gallagher COM 363576109   5,231,837 20,924 SH   SOLE   19,524 0 1,400
Aspen Technology COM 29109X106   1,595,334 7,480 SH   SOLE   7,480 0 0
Axsome Therapeutics COM 05464T104   840,932 10,538 SH   SOLE   10,538 0 0
BWX Technologies COM 05605H100   1,377,776 13,426 SH   SOLE   13,426 0 0
Berkshire Hathaway B COM 084670702   26,957,855 64,106 SH   SOLE   64,106 0 0
BioMarin Pharmaceuticals COM 09061G101   1,295,776 14,836 SH   SOLE   14,836 0 0
Blackstone Group COM 09260D107   4,565,239 34,751 SH   SOLE   31,342 0 3,409
Blueprint Medicines COM 09627Y109   1,842,181 19,420 SH   SOLE   19,420 0 0
Broadcom Limited COM 11135F101   10,212,284 7,705 SH   SOLE   7,142 0 563
Chubb Limited COM H1467J104   13,844,539 53,427 SH   SOLE   53,427 0 0
Church & Dwight COM 171340102   1,330,474 12,755 SH   SOLE   12,755 0 0
Cisco Systems COM 17275R102   3,415,042 68,424 SH   SOLE   63,538 0 4,886
Constellation Software COM 21037X100   7,279,764 2,664 SH   SOLE   2,483 0 181
Cooper Companies COM 216648501   1,432,717 14,121 SH   SOLE   14,121 0 0
Copart COM 217204106   8,089,918 139,674 SH   SOLE   131,806 0 7,868
Costco COM 22160K105   485,001 662 SH   SOLE   662 0 0
Danaher COM 235851102   4,987,658 19,973 SH   SOLE   18,786 0 1,187
Digital Realty Trust COM 253868103   3,513,712 24,394 SH   SOLE   22,349 0 2,045
Dynatrace COM 268150109   1,659,626 35,737 SH   SOLE   35,737 0 0
EOG Resources COM 26875P101   18,735,463 146,554 SH   SOLE   143,419 0 3,135
Eaton COM G29183103   14,540,558 46,503 SH   SOLE   46,503 0 0
Enbridge COM 29250N105   3,859,841 106,684 SH   SOLE   96,941 0 9,743
Entegris COM 29362U104   1,953,506 13,900 SH   SOLE   13,900 0 0
Fiserv COM 337738108   24,204,899 151,451 SH   SOLE   147,954 0 3,497
General Dynamics Corp COM 369550108   15,851,926 56,115 SH   SOLE   56,115 0 0
Genmab ADR COM 372303206   3,228,306 107,934 SH   SOLE   99,990 0 7,944
Halozyme Therapeutics COM 40637H109   1,935,270 47,573 SH   SOLE   47,573 0 0
Home Depot COM 437076102   18,198,786 47,442 SH   SOLE   46,524 0 918
Honeywell COM 438516106   12,049,817 58,708 SH   SOLE   58,708 0 0
ICF International COM 44925C103   2,001,421 13,287 SH   SOLE   13,287 0 0
Idexx Laboratories COM 45168D104   207,333 384 SH   SOLE   384 0 0
JPMorgan Chase COM 46625H100   18,537,164 92,547 SH   SOLE   90,325 0 2,222
Jack Henry & Associates COM 426281101   1,628,719 9,375 SH   SOLE   9,375 0 0
Johnson & Johnson COM 478160104   13,819,795 87,362 SH   SOLE   87,362 0 0
KLA COM 482480100   7,000,370 10,021 SH   SOLE   9,294 0 727
Keysight Technologies COM 49338L103   9,372,792 59,936 SH   SOLE   59,936 0 0
Kraft Heinz COM 500754106   3,321,923 90,025 SH   SOLE   90,025 0 0
Lantheus Holdings COM 516544103   1,526,000 24,518 SH   SOLE   24,518 0 0
Lennar Corp Cl B COM 526057302   16,902,599 109,629 SH   SOLE   109,629 0 0
Lockheed Martin COM 539830109   2,988,520 6,570 SH   SOLE   6,082 0 488
Lonza Group ADR COM 54338V101   6,572,007 109,698 SH   SOLE   101,539 0 8,159
Marsh McLennan COM 571748102   17,924,792 87,022 SH   SOLE   87,022 0 0
Merck COM 58933Y105   224,975 1,705 SH   SOLE   1,705 0 0
Mettler Toledo COM 592688105   1,657,456 1,245 SH   SOLE   1,245 0 0
Microsoft COM 594918104   17,170,004 40,811 SH   SOLE   37,799 0 3,012
Monolithic Power Systems COM 609839105   2,307,293 3,406 SH   SOLE   3,406 0 0
Morgan Stanley COM 617446448   4,201,746 44,623 SH   SOLE   40,976 0 3,647
Natera COM 632307104   1,585,551 17,336 SH   SOLE   17,336 0 0
O'Reilly Automotive COM 67103H107   7,779,112 6,891 SH   SOLE   6,402 0 489
Phillips 66 COM 718546104   18,798,056 115,085 SH   SOLE   113,359 0 1,726
Pool COM 73278L105   4,879,944 12,094 SH   SOLE   11,469 0 625
Qualcomm COM 747525103   18,255,487 107,829 SH   SOLE   105,204 0 2,625
Qualys COM 74758T303   1,483,808 8,892 SH   SOLE   8,892 0 0
RBC Bearings COM 75524B104   2,048,983 7,579 SH   SOLE   7,579 0 0
Rocket Pharmaceuticals COM 77313F106   1,641,535 60,933 SH   SOLE   60,933 0 0
Royalty Pharma Plc COM G7709Q104   20,349,722 670,060 SH   SOLE   649,410 0 20,650
Ryan Specialty Holdings COM 78351F107   2,010,488 36,225 SH   SOLE   36,225 0 0
SBA Communications COM 78410G104   1,694,594 7,820 SH   SOLE   7,820 0 0
SLB COM 806857108   13,585,645 247,868 SH   SOLE   247,868 0 0
Sapiens COM G7T16G103   1,468,490 45,662 SH   SOLE   45,662 0 0
ServiceNow COM 81762P102   8,443,580 11,075 SH   SOLE   10,329 0 746
Sherwin-Williams COM 824348106   5,679,887 16,353 SH   SOLE   15,225 0 1,128
T. Rowe Price Group COM 74144T108   11,736,873 96,267 SH   SOLE   96,267 0 0
Texas Instruments COM 882508104   11,604,825 66,614 SH   SOLE   66,614 0 0
Tradeweb Markets COM 892672106   1,792,141 17,204 SH   SOLE   17,204 0 0
Tyler Technologies COM 902252105   4,665,335 10,977 SH   SOLE   10,159 0 818
Union Pacific COM 907818108   3,216,548 13,079 SH   SOLE   11,754 0 1,325
United Parcel Service COM 911312106   4,068,152 27,371 SH   SOLE   24,691 0 2,680
United Rentals COM 911363109   475,933 660 SH   SOLE   660 0 0
UnitedHealth Group COM 91324P102   13,283,684 26,852 SH   SOLE   26,852 0 0
Vail Resorts COM 91879Q109   3,696,081 16,587 SH   SOLE   15,272 0 1,315
Veeva Systems COM 922475108   5,243,376 22,631 SH   SOLE   20,955 0 1,676
Verisk Analytics COM 92345Y106   5,549,556 23,542 SH   SOLE   21,550 0 1,992
Vertex Pharmaceuticals COM 92532F100   5,809,921 13,899 SH   SOLE   12,890 0 1,009
Visa COM 92826C839   7,049,561 25,260 SH   SOLE   23,036 0 2,224
W.R. Berkley COM 084423102   14,348,948 162,245 SH   SOLE   162,245 0 0
iShares Russell 1000 Growth COM 464287614   437,491 1,298 SH   SOLE   1,298 0 0
Vanguard Total Bond Market ETF COM 921937835   1,185,685 16,325 SH   SOLE   16,325 0 0