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
AbbVie Inc COM 00287Y109 403 4,562 SH   SOLE   37 0 4,525
Alaska Air Group COM 011659109 204 3,012 SH   SOLE   737 0 2,275
Alibaba Group COM 01609W102 235 1,112 SH   SOLE   0 0 1,112
Alphabet Inc Cl A COM 02079K305 92,444 69,020 SH   SOLE   24,160 0 44,860
Alphabet Inc Cl C COM 02079K107 496 371 SH   SOLE   99 0 272
Amazon.com Inc COM 023135106 1,672 905 SH   SOLE   11 0 894
Ambev SA COM 02319V103 86 18,635 SH   SOLE   0 0 18,635
Amgen Inc COM 031162100 472 1,962 SH   SOLE   1,962 0 0
Amphenol Corp Cl A COM 032095101 44,626 412,333 SH   SOLE   158,726 0 253,606
Apple Inc COM 037833100 110,461 376,168 SH   SOLE   136,772 0 239,395
Becton Dickinson & Co COM 075887109 43,353 159,405 SH   SOLE   53,338 0 106,066
Berkshire Hthwy Cl A COM 084670108 4,075 12 SH   SOLE   0 0 12
Berkshire Hthwy Cl B COM 084670702 20,417 90,142 SH   SOLE   33,397 0 56,745
Biogen Inc COM 09062X103 381 1,284 SH   SOLE   1,209 0 75
Boeing Co COM 097023105 1,025 3,148 SH   SOLE   653 0 2,495
Booking Holdings COM 09857L108 71,274 34,705 SH   SOLE   12,222 0 22,483
Broadridge Fin'l Solutns COM 11133T103 39,576 320,356 SH   SOLE   123,782 0 196,574
CDW Corp COM 12514G108 279 1,958 SH   SOLE   0 0 1,958
CVS Health Corp COM 126650100 40,081 539,522 SH   SOLE   202,670 0 336,851
Check Point Software COM M22465104 12,706 114,513 SH   SOLE   51,028 0 63,485
Chevron Corp New COM 166764100 1,964 16,305 SH   SOLE   0 0 16,305
Choice Hotels Int'l COM 169905106 249 2,410 SH   SOLE   0 0 2,410
Chubb Corp COM H1467J104 207 1,335 SH   SOLE   415 0 920
Cisco Systems Inc COM 17275R102 2,331 48,617 SH   SOLE   0 0 48,617
Conocophillips COM 20825c104 289 4,445 SH   SOLE   0 0 4,445
Constellation Brands COM 21036P108 13,447 70,867 SH   SOLE   26,404 0 44,463
Cummins Inc COM 231021106 1,926 10,763 SH   SOLE   400 0 10,363
Del Taco Restaurants COM 245496104 169 21,400 SH   SOLE   0 0 21,400
Dollar Tree Stores COM 256746108 46,064 489,787 SH   SOLE   163,885 0 325,902
Dunkin Brands Group COM 265504100 244 3,240 SH   SOLE   0 0 3,240
Ecolab Inc COM 278865100 619 3,210 SH   SOLE   490 0 2,720
Expedia Group COM 30212P303 25,696 237,624 SH   SOLE   61,484 0 176,140
Facebook Inc COM 30303M102 77,611 378,133 SH   SOLE   133,815 0 244,318
Fastenal Company COM 311900104 208 5,655 SH   SOLE   0 0 5,655
Fiserv Inc COM 337738108 2,035 17,600 SH   SOLE   225 0 17,375
Fleetcor Technologies COM 339041105 12,901 44,841 SH   SOLE   21,665 0 23,176
Fortune Brnds Hme&Sec COM 34964C106 27,074 414,364 SH   SOLE   165,810 0 248,553
Guardian Cap Group COM 401339304 206 10,000 SH   SOLE   0 0 10,000
Home Depot Inc COM 437076102 42,722 195,634 SH   SOLE   53,950 0 141,683
IAA Inc COM 449253103 17,073 362,793 SH   SOLE   112,563 0 250,229
IAC Interactive COM 44919P508 313 1,260 SH   SOLE   0 0 1,260
Ingredion Inc COM 457187102 1,710 18,398 SH   SOLE   0 0 18,398
Int'l Business Machines COM 459200101 1,446 10,790 SH   SOLE   0 0 10,790
Intuit Inc COM 461202103 11,524 43,998 SH   SOLE   21,917 0 22,081
JP Morgan Chase COM 46625H100 5,383 38,615 SH   SOLE   1,515 0 37,100
Johnson & Johnson COM 478160104 245 1,685 SH   SOLE   850 0 835
Jones Lang Lasalle COM 48020Q107 221 1,274 SH   SOLE   0 0 1,274
Kar Auction Services COM 48238T109 24,594 1,128,724 SH   SOLE   270,827 0 857,896
Keurig Dr Pepper COM 49271V100 796 27,500 SH   SOLE   27,500 0 0
Kimberly-Clark COM 494368103 1,475 10,728 SH   SOLE   189 0 10,539
Kroger Co COM 501044101 2,434 83,976 SH   SOLE   926 0 83,050
Littelfuse Inc COM 537008104 9,926 51,891 SH   SOLE   26,049 0 25,842
Lowes Companies COM 548661107 15,292 127,695 SH   SOLE   62,944 0 64,751
Markel Corp COM 570535104 22,310 19,516 SH   SOLE   7,892 0 11,624
Mastercard Inc COM 57636Q104 57,210 191,601 SH   SOLE   70,662 0 120,938
Mcdonalds COM 580135101 1,922 9,727 SH   SOLE   385 0 9,342
Microsoft Corp COM 594918104 4,356 27,626 SH   SOLE   11,190 0 16,436
Middleby Corp Com COM 596278101 25,828 235,832 SH   SOLE   85,158 0 150,674
Nestle S A Reg B ADR COM 641069406 1,923 17,763 SH   SOLE   0 0 17,763
Nvidia Corp COM 67066G104 8,947 38,024 SH   SOLE   18,688 0 19,336
Occidental Petroleum Corp COM 674599105 247 6,000 SH   SOLE   0 0 6,000
Oracle Corporation COM 68389x105 1,053 19,880 SH   SOLE   19,800 0 80
Pepsico Inc COM 713448108 2,029 14,850 SH   SOLE   16 0 14,834
Perkinelmer Inc COM 714046109 19,112 196,832 SH   SOLE   63,017 0 133,815
Pfizer COM 717081103 221 5,653 SH   SOLE   2,660 0 2,993
Phillips 66 COM 718546104 40,894 367,063 SH   SOLE   127,947 0 239,116
Pluralsight Inc COM 72941B106 251 14,600 SH   SOLE   0 0 14,600
Royal Bank of Canada COM 780087102 1,867 23,579 SH   SOLE   0 0 23,579
S&P Global Inc COM 78409V104 35,850 131,297 SH   SOLE   48,134 0 83,162
SEI Investments Co COM 784117103 210 3,215 SH   SOLE   0 0 3,215
SPDR S&P 500 COM 78462F103 5,080 15,784 SH   SOLE   13,693 0 2,091
Sherwin Williams Co COM 824348106 30,744 52,686 SH   SOLE   18,704 0 33,981
Starbucks COM 855244109 595 6,775 SH   SOLE   835 0 5,940
TJX Companies COM 872540109 50,890 833,453 SH   SOLE   320,965 0 512,487
Take-Two Interactive COM 874054109 376 3,072 SH   SOLE   0 0 3,072
Thermo Fisher Scientific COM 883556102 54,811 168,718 SH   SOLE   58,322 0 110,395
US Foods Holding Corp COM 912008109 9,665 230,738 SH   SOLE   113,127 0 117,611
Ulta Beauty Inc COM 90384S303 26,302 103,906 SH   SOLE   32,449 0 71,457
Union Pacific COM 907818108 38,102 210,755 SH   SOLE   77,281 0 133,474
United Parcel Service Inc COM 911312106 1,872 15,994 SH   SOLE   0 0 15,994
United Technologies COM 913017109 28,858 192,695 SH   SOLE   60,016 0 132,679
Verizon Commun COM 92343v104 2,532 41,247 SH   SOLE   0 0 41,247
Visa COM 92826C839 41,514 220,937 SH   SOLE   61,396 0 159,541
WEC Energy Group COM 92939U106 1,540 16,708 SH   SOLE   2,114 0 14,594
Walgreens Boots Allnc COM 931427108 980 16,623 SH   SOLE   2,800 0 13,823
Walt Disney Co COM 254687106 55,442 383,340 SH   SOLE   131,123 0 252,217
Wells Fargo & Co COM 949746101 34,810 647,036 SH   SOLE   240,087 0 406,949
Western Alliance Banc COM 957638109 11,016 193,278 SH   SOLE   98,353 0 94,925
Wex Inc COM 96208T104 220 1,055 SH   SOLE   0 0 1,055
Yum China Holdings Inc COM 98850P109 260 5,422 SH   SOLE   0 0 5,422
Zebra Technologies COM 989207105 53,220 208,349 SH   SOLE   74,563 0 133,786
Zoetis Inc COM 98978V103 27,280 206,122 SH   SOLE   64,202 0 141,920
iShares Core S&P 500 COM 464287200 402 1,245 SH   SOLE   0 0 1,245