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
AT&T COM 00206R102 4,631 160,935 SH   SOLE   80,467 0 80,467
AbbVie Inc COM 00287Y109 940 8,350 SH   SOLE   4,175 0 4,175
Accenture Plc COM G1151C101 580 1,970 SH   SOLE   985 0 985
Adobe Systems COM 00724F101 75,150 128,322 SH   SOLE   64,161 0 64,161
Alibaba Group COM 01609W102 1,206 5,322 SH   SOLE   2,661 0 2,661
Alphabet Inc Cl A COM 02079K305 220,938 90,482 SH   SOLE   45,241 0 45,241
Alphabet Inc Cl C COM 02079K107 1,368 546 SH   SOLE   273 0 273
Amazon.com Inc COM 023135106 7,582 2,204 SH   SOLE   1,102 0 1,102
American Tower Corp COM 03027X100 4,215 15,606 SH   SOLE   7,803 0 7,803
Amphenol Corp COM 032095101 93,307 1,363,946 SH   SOLE   681,973 0 681,973
Apple Inc COM 037833100 222,894 1,627,442 SH   SOLE   813,721 0 813,721
Ball Corp COM 058498106 721 8,900 SH   SOLE   4,450 0 4,450
Becton Dickinson & Co COM 075887109 1,567 6,445 SH   SOLE   3,222 0 3,222
Berkshire Hthwy Cl A COM 084670108 837 2 SH   SOLE   1 0 1
Boeing Co COM 097023105 3,070 12,817 SH   SOLE   6,408 0 6,408
Booking Holdings COM 09857L108 106,472 48,660 SH   SOLE   24,330 0 24,330
Brinker Int'l COM 109641100 432 7,000 SH   SOLE   3,500 0 3,500
Broadridge Fin'l Solutns COM 11133T103 88,350 546,958 SH   SOLE   273,479 0 273,479
CDW Corp COM 12514G108 417 2,390 SH   SOLE   1,195 0 1,195
CVS Health Corp COM 126650100 5,912 70,855 SH   SOLE   35,427 0 35,427
Chevron Corp New COM 166764100 1,040 9,930 SH   SOLE   4,965 0 4,965
Cintas Corp COM 172908105 23,547 61,642 SH   SOLE   30,821 0 30,821
Cisco Systems Inc COM 17275R102 6,095 115,017 SH   SOLE   57,508 0 57,508
Citrix Systems Inc COM 177376100 53,422 455,549 SH   SOLE   227,774 0 227,774
Comcast Corp Cl A COM 20030N101 3,867 67,827 SH   SOLE   33,913 0 33,913
Conocophillips COM 20825c104 420 6,910 SH   SOLE   3,455 0 3,455
Constellation Brands COM 21036P108 27,619 118,086 SH   SOLE   59,043 0 59,043
Copart Inc COM 217204106 25,310 191,990 SH   SOLE   95,995 0 95,995
Del Taco Restaurants COM 245496104 775 77,500 SH   SOLE   38,750 0 38,750
Dollar Tree Stores COM 256746108 1,728 17,372 SH   SOLE   8,686 0 8,686
EPAM Systems Inc COM 29414B104 510 1,000 SH   SOLE   500 0 500
Ecolab Inc COM 278865100 1,279 6,210 SH   SOLE   3,105 0 3,105
Facebook Inc COM 30303M102 184,542 530,736 SH   SOLE   265,368 0 265,368
Fiserv Inc COM 337738108 109,809 1,027,314 SH   SOLE   513,657 0 513,657
Fleetcor Technologies COM 339041105 23,948 93,528 SH   SOLE   46,764 0 46,764
Ford Motor Co COM 345370860 299 20,184 SH   SOLE   10,092 0 10,092
Fortune Brnds Hme&Sec COM 34964C106 56,283 565,035 SH   SOLE   282,517 0 282,517
GoDaddy Inc COM 380237107 23,435 269,500 SH   SOLE   134,750 0 134,750
Guardian Cap Group COM 401339304 1,106 42,100 SH   SOLE   21,050 0 21,050
HDFC Bank Ltd COM 40415F101 496 6,786 SH   SOLE   3,393 0 3,393
Home Depot Inc COM 437076102 111,167 348,606 SH   SOLE   174,303 0 174,303
Honeywell Int'l COM 438516106 401 1,830 SH   SOLE   915 0 915
IAA Inc COM 449253103 65,688 1,204,407 SH   SOLE   602,203 0 602,203
IPG Photonics Corp COM 44980X109 415 1,970 SH   SOLE   985 0 985
Infosys Ltd COM 456788108 415 19,600 SH   SOLE   9,800 0 9,800
Ingredion Inc COM 457187102 3,777 41,739 SH   SOLE   20,869 0 20,869
Intuit Inc COM 461202103 29,307 59,790 SH   SOLE   29,895 0 29,895
JD.Com Inc COM 47215P106 456 5,720 SH   SOLE   2,860 0 2,860
JP Morgan Chase COM 46625H100 4,532 29,140 SH   SOLE   14,570 0 14,570
Johnson & Johnson COM 478160104 4,320 26,224 SH   SOLE   13,112 0 13,112
Kar Auction Services COM 48238T109 1,048 59,771 SH   SOLE   29,885 0 29,885
Kroger Co COM 501044101 5,272 137,614 SH   SOLE   68,807 0 68,807
Lockheed Martin Corp COM 539830109 3,074 8,127 SH   SOLE   4,063 0 4,063
Lowes Companies COM 548661107 33,852 174,522 SH   SOLE   87,261 0 87,261
Markel Corp COM 570535104 114,892 96,816 SH   SOLE   48,408 0 48,408
Mastercard Inc COM 57636Q104 104,422 286,018 SH   SOLE   143,009 0 143,009
Match Group COM 57667L107 85,687 531,396 SH   SOLE   265,698 0 265,698
Mcdonalds COM 580135101 4,584 19,848 SH   SOLE   9,924 0 9,924
Mercadolibre Inc COM 58733R102 953 612 SH   SOLE   306 0 306
Microsoft Corp COM 594918104 97,231 358,919 SH   SOLE   179,459 0 179,459
Napco Security Tech COM 630402105 2,743 75,442 SH   SOLE   37,721 0 37,721
Nestle S A Reg B ADR COM 641069406 4,981 39,936 SH   SOLE   19,968 0 19,968
Netease ADR COM 64110W102 541 4,700 SH   SOLE   2,350 0 2,350
New Oriental Eduction COM 647581107 181 22,150 SH   SOLE   11,075 0 11,075
Nvidia Corp COM 67066G104 39,990 49,981 SH   SOLE   24,990 0 24,990
Paypal Holdings COM 70450Y103 121,350 416,324 SH   SOLE   208,162 0 208,162
Pepsico Inc COM 713448108 5,265 35,539 SH   SOLE   17,769 0 17,769
PerkinElmer Inc COM 714046109 65,539 424,448 SH   SOLE   212,224 0 212,224
Phillips 66 COM 718546104 6,108 71,183 SH   SOLE   35,591 0 35,591
Raytheon Technologies COM 75513E101 42,795 501,652 SH   SOLE   250,826 0 250,826
Restaurant Brands Int'l COM 76131D103 7,456 115,719 SH   SOLE   57,859 0 57,859
S&P Global Inc COM 78409V104 100,629 245,169 SH   SOLE   122,584 0 122,584
Sherwin Williams Co COM 824348106 72,040 264,416 SH   SOLE   132,208 0 132,208
Starbucks COM 855244109 1,006 9,000 SH   SOLE   4,500 0 4,500
Steris Plc COM G8473T100 96,992 470,150 SH   SOLE   235,075 0 235,075
TJX Companies COM 872540109 88,818 1,317,396 SH   SOLE   658,698 0 658,698
Taiwan Semi Manuf Co COM 874039100 838 6,980 SH   SOLE   3,490 0 3,490
Take-Two Interactive COM 874054109 104,380 589,656 SH   SOLE   294,828 0 294,828
Teleflex Inc COM 879369106 17,956 44,691 SH   SOLE   22,345 0 22,345
Thermo Fisher Scientific COM 883556102 112,260 222,532 SH   SOLE   111,266 0 111,266
Ulta Beauty Inc COM 90384S303 100,769 291,434 SH   SOLE   145,717 0 145,717
Union Pacific COM 907818108 1,032 4,696 SH   SOLE   2,348 0 2,348
United Health Group COM 91324P102 3,307 8,258 SH   SOLE   4,129 0 4,129
United Parcel Service Inc COM 911312106 5,993 28,819 SH   SOLE   14,409 0 14,409
Verizon Commun COM 92343V104 5,408 96,525 SH   SOLE   48,262 0 48,262
Visa Inc COM 92826C839 93,180 398,514 SH   SOLE   199,257 0 199,257
WEC Energy Group COM 92939U106 3,456 38,856 SH   SOLE   19,428 0 19,428
Walgreens Boots Allnc COM 931427108 418 7,960 SH   SOLE   3,980 0 3,980
Walt Disney Co COM 254687106 134,588 765,705 SH   SOLE   382,852 0 382,852
Wells Fargo & Co COM 949746101 614 13,562 SH   SOLE   6,781 0 6,781
Wex Inc COM 96208T104 466 2,406 SH   SOLE   1,203 0 1,203
Yum China Holdings Inc COM 98850P109 973 14,693 SH   SOLE   7,346 0 7,346
Zebra Technologies COM 989207105 100,927 190,612 SH   SOLE   95,306 0 95,306
Zions Bancorp COM 989701107 1,890 35,772 SH   SOLE   17,886 0 17,886
Zoetis Inc COM 98978V103 71,951 386,089 SH   SOLE   193,044 0 193,044