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 689 9,050 SH   SOLE   4,525 0 4,525
Adobe Systems COM 00724F101 34,285 107,734 SH   SOLE   53,867 0 53,867
Alibaba Group COM 01609W102 490 2,522 SH   SOLE   1,261 0 1,261
Alphabet Inc Cl A COM 02079K305 156,698 134,858 SH   SOLE   67,429 0 67,429
Alphabet Inc Cl C COM 02079K107 862 742 SH   SOLE   371 0 371
Amazon.com Inc COM 023135106 3,840 1,970 SH   SOLE   985 0 985
Ambev SA COM 02319V103 99 43,270 SH   SOLE   21,635 0 21,635
Amgen Inc COM 031162100 795 3,924 SH   SOLE   1,962 0 1,962
Amphenol Corp Cl A COM 032095101 59,691 819,044 SH   SOLE   409,522 0 409,522
Apple Inc COM 037833100 160,740 632,116 SH   SOLE   316,058 0 316,058
Becton Dickinson & Co COM 075887109 72,169 314,093 SH   SOLE   157,046 0 157,046
Berkshire Hthwy Cl A COM 084670108 544 2 SH   SOLE   1 0 1
Berkshire Hthwy Cl B COM 084670702 785 4,294 SH   SOLE   2,147 0 2,147
Biogen Inc COM 09062X103 812 2,568 SH   SOLE   1,284 0 1,284
Boeing Co COM 097023105 1,554 10,423 SH   SOLE   5,211 0 5,211
Booking Holdings COM 09857L108 93,747 69,684 SH   SOLE   34,842 0 34,842
Broadridge Fin'l Solutns COM 11133T103 60,613 639,183 SH   SOLE   319,591 0 319,591
CVS Health Corp COM 126650100 66,374 1,118,734 SH   SOLE   559,367 0 559,367
Check Point Software COM M22465104 592 5,890 SH   SOLE   2,945 0 2,945
Chevron Corp New COM 166764100 2,271 31,345 SH   SOLE   15,672 0 15,672
Cisco Systems Inc COM 17275R102 3,355 85,363 SH   SOLE   42,681 0 42,681
Comcast Corp Cl A COM 20030N101 1,966 57,206 SH   SOLE   28,603 0 28,603
Constellation Brands COM 21036P108 18,544 129,357 SH   SOLE   64,678 0 64,678
Del Taco Restaurants COM 245496104 300 87,500 SH   SOLE   43,750 0 43,750
Dollar Tree Stores COM 256746108 32,654 444,454 SH   SOLE   222,227 0 222,227
Ecolab Inc COM 278865100 1,000 6,420 SH   SOLE   3,210 0 3,210
Expedia Group COM 30212P303 30,128 535,430 SH   SOLE   267,715 0 267,715
Facebook Inc COM 30303M102 125,880 754,678 SH   SOLE   377,339 0 377,339
Fiserv Inc COM 337738108 64,542 679,462 SH   SOLE   339,731 0 339,731
Fleetcor Technologies COM 339041105 16,658 89,302 SH   SOLE   44,651 0 44,651
Ford Motor Co COM 345370860 97 20,184 SH   SOLE   10,092 0 10,092
Fortune Brnds Hme&Sec COM 34964C106 34,717 802,721 SH   SOLE   401,360 0 401,360
Guardian Cap Group COM 401339304 413 31,700 SH   SOLE   15,850 0 15,850
Home Depot Inc COM 437076102 71,671 383,866 SH   SOLE   191,933 0 191,933
IAA Inc COM 449253103 21,495 717,487 SH   SOLE   358,743 0 358,743
IAC Interactive COM 44919P508 451 2,520 SH   SOLE   1,260 0 1,260
Ingredion Inc COM 457187102 2,430 32,196 SH   SOLE   16,098 0 16,098
Int'l Business Machines COM 459200101 2,195 19,791 SH   SOLE   9,895 0 9,895
Intuit Inc COM 461202103 19,844 86,281 SH   SOLE   43,140 0 43,140
JP Morgan Chase COM 46625H100 5,000 55,538 SH   SOLE   27,769 0 27,769
Johnson & Johnson COM 478160104 435 3,323 SH   SOLE   1,661 0 1,661
Kar Auction Services COM 48238T109 27,749 2,312,460 SH   SOLE   1,156,230 0 1,156,230
Keurig Dr Pepper COM 49271V100 1,334 55,000 SH   SOLE   27,500 0 27,500
Kimberly-Clark COM 494368103 2,462 19,257 SH   SOLE   9,628 0 9,628
Kroger Co COM 501044101 4,620 153,393 SH   SOLE   76,696 0 76,696
Lowes Companies COM 548661107 21,342 248,021 SH   SOLE   124,010 0 124,010
Markel Corp COM 570535104 35,276 38,018 SH   SOLE   19,009 0 19,009
Mastercard Inc COM 57636Q104 90,060 372,828 SH   SOLE   186,414 0 186,414
Mcdonalds COM 580135101 3,018 18,255 SH   SOLE   9,127 0 9,127
Microsoft Corp COM 594918104 7,523 47,701 SH   SOLE   23,850 0 23,850
Nestle S A Reg B ADR COM 641069406 3,461 33,610 SH   SOLE   16,805 0 16,805
Nvidia Corp COM 67066G104 19,515 74,033 SH   SOLE   37,016 0 37,016
Oracle Corporation COM 68389x105 1,921 39,760 SH   SOLE   19,880 0 19,880
Paypal Holdings COM 70450Y103 16,103 168,200 SH   SOLE   84,100 0 84,100
Pepsico Inc COM 713448108 3,296 27,447 SH   SOLE   13,723 0 13,723
Perkinelmer Inc COM 714046109 30,002 398,551 SH   SOLE   199,275 0 199,275
Phillips 66 COM 718546104 40,325 751,649 SH   SOLE   375,824 0 375,824
Pluralsight Inc COM 72941B106 320 29,200 SH   SOLE   14,600 0 14,600
Restaurant Brands Int'l COM 76131D103 2,577 64,386 SH   SOLE   32,193 0 32,193
Royal Bank of Canada COM 780087102 2,691 43,727 SH   SOLE   21,863 0 21,863
S&P Global Inc COM 78409V104 63,119 257,576 SH   SOLE   128,788 0 128,788
SPDR S&P 500 COM 78462F103 3,187 12,366 SH   SOLE   6,183 0 6,183
Sherwin Williams Co COM 824348106 47,817 104,060 SH   SOLE   52,030 0 52,030
Starbucks COM 855244109 872 13,270 SH   SOLE   6,635 0 6,635
Steris Plc COM G8473T100 62,333 445,332 SH   SOLE   222,666 0 222,666
TJX Companies COM 872540109 78,043 1,632,359 SH   SOLE   816,179 0 816,179
Take-Two Interactive COM 874054109 942 7,944 SH   SOLE   3,972 0 3,972
Thermo Fisher Scientific COM 883556102 93,542 329,837 SH   SOLE   164,918 0 164,918
US Foods Holding Corp COM 912008109 8,437 476,434 SH   SOLE   238,217 0 238,217
Ulta Beauty Inc COM 90384S303 38,737 220,476 SH   SOLE   110,238 0 110,238
Union Pacific COM 907818108 58,853 417,283 SH   SOLE   208,641 0 208,641
United Parcel Service Inc COM 911312106 2,771 29,666 SH   SOLE   14,833 0 14,833
United Technologies COM 913017109 36,598 387,982 SH   SOLE   193,991 0 193,991
Verizon Commun COM 92343v104 4,122 76,735 SH   SOLE   38,367 0 38,367
Visa COM 92826C839 69,263 429,890 SH   SOLE   214,945 0 214,945
WEC Energy Group COM 92939U106 2,663 30,225 SH   SOLE   15,112 0 15,112
Walgreens Boots Allnc COM 931427108 1,269 27,752 SH   SOLE   13,876 0 13,876
Walt Disney Co COM 254687106 82,274 851,702 SH   SOLE   425,851 0 425,851
Wells Fargo & Co COM 949746101 37,500 1,306,627 SH   SOLE   653,313 0 653,313
Western Alliance Banc COM 957638109 11,664 381,070 SH   SOLE   190,535 0 190,535
Yum China Holdings Inc COM 98850P109 479 11,240 SH   SOLE   5,620 0 5,620
Zebra Technologies COM 989207105 78,351 426,752 SH   SOLE   213,376 0 213,376
Zoetis Inc COM 98978V103 47,342 402,261 SH   SOLE   201,130 0 201,130