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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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
AT&T COM 00206R102 2,393 88,611 SH   SOLE   0 0 88,611
AbbVie Inc COM 00287Y109 450 4,175 SH   SOLE   0 0 4,175
Accenture Plc COM G1151C101 315 985 SH   SOLE   0 0 985
Adobe Systems COM 00724F101 36,835 63,981 SH   SOLE   24,277 0 39,704
Alibaba Group COM 01609W102 476 3,219 SH   SOLE   0 0 3,219
Alphabet Inc Cl A COM 02079K305 120,883 45,215 SH   SOLE   16,025 0 29,190
Alphabet Inc Cl C COM 02079K107 746 280 SH   SOLE   13 0 267
Amazon.com Inc COM 023135106 4,050 1,233 SH   SOLE   0 0 1,233
American Tower Corp COM 03027X100 2,158 8,132 SH   SOLE   0 0 8,132
Amphenol Corp COM 032095101 50,682 692,096 SH   SOLE   260,113 0 431,983
Apple Inc COM 037833100 116,071 820,290 SH   SOLE   284,729 0 535,561
Autodesk Inc COM 052769106 8,421 29,531 SH   SOLE   10,042 0 19,489
Ball Corp COM 058498106 400 4,450 SH   SOLE   0 0 4,450
Becton Dickinson & Co COM 075887109 515 2,096 SH   SOLE   0 0 2,096
Berkshire Hthwy Cl A COM 084670108 411 1 SH   SOLE   0 0 1
Boeing Co COM 097023105 1,420 6,458 SH   SOLE   0 0 6,458
Booking Holdings COM 09857L108 59,850 25,212 SH   SOLE   9,361 0 15,851
Broadridge Fin'l Solutns COM 11133T103 46,491 278,994 SH   SOLE   103,668 0 175,326
CDW Corp COM 12514G108 217 1,195 SH   SOLE   0 0 1,195
CVS Health Corp COM 126650100 3,091 36,427 SH   SOLE   58 0 36,369
Chevron Corp New COM 166764100 556 5,487 SH   SOLE   0 0 5,487
Cintas Corp COM 172908105 11,816 31,042 SH   SOLE   10,408 0 20,633
Cisco Systems Inc COM 17275R102 3,259 59,892 SH   SOLE   0 0 59,892
Citrix Systems Inc COM 177376100 217 2,030 SH   SOLE   300 0 1,730
Comcast Corp Cl A COM 20030N101 1,965 35,140 SH   SOLE   0 0 35,140
Conocophillips COM 20825c104 261 3,855 SH   SOLE   0 0 3,855
Constellation Brands COM 21036P108 12,976 61,590 SH   SOLE   16,539 0 45,050
Copart Inc COM 217204106 13,307 95,930 SH   SOLE   32,546 0 63,384
Del Taco Restaurants COM 245496104 338 38,750 SH   SOLE   0 0 38,750
Dollar Tree Stores COM 256746108 758 7,927 SH   SOLE   0 0 7,927
EPAM Systems Inc COM 29414B104 265 466 SH   SOLE   0 0 466
Ecolab Inc COM 278865100 647 3,105 SH   SOLE   0 0 3,105
Fiserv Inc COM 337738108 56,887 524,311 SH   SOLE   190,560 0 333,751
Fleetcor Technologies COM 339041105 12,608 48,260 SH   SOLE   16,257 0 32,003
Ford Motor Co COM 345370860 142 10,092 SH   SOLE   0 0 10,092
Fortune Brnds Hme&Sec COM 34964C106 25,656 286,921 SH   SOLE   109,901 0 177,020
GoDaddy Inc COM 380237107 9,679 138,867 SH   SOLE   47,858 0 91,009
Guardian Cap Group COM 401339304 868 32,375 SH   SOLE   0 0 32,375
HDFC Bank Ltd COM 40415F101 286 3,913 SH   SOLE   0 0 3,913
Home Depot Inc COM 437076102 58,302 177,610 SH   SOLE   61,968 0 115,642
IAA Inc COM 449253103 35,148 644,103 SH   SOLE   244,238 0 399,864
IPG Photonics Corp COM 44980X109 206 1,303 SH   SOLE   0 0 1,303
Icon PLC COM G4705A100 229 873 SH   SOLE   0 0 873
Ingredion Inc COM 457187102 1,988 22,343 SH   SOLE   0 0 22,343
Intuit Inc COM 461202103 15,938 29,543 SH   SOLE   9,622 0 19,920
JD.Com Inc COM 47215P106 235 3,255 SH   SOLE   0 0 3,255
JP Morgan Chase COM 46625H100 2,498 15,261 SH   SOLE   0 0 15,261
Johnson & Johnson COM 478160104 2,235 13,841 SH   SOLE   0 0 13,841
Jones Lang Lasalle COM 48020Q107 200 810 SH   SOLE   0 0 810
Kroger Co COM 501044101 2,846 70,395 SH   SOLE   0 0 70,395
Localiza Rent a Car SA COM 53956W300 123 10,265 SH   SOLE   0 0 10,265
Lockheed Martin Corp COM 539830109 1,512 4,383 SH   SOLE   0 0 4,383
Lowes Companies COM 548661107 17,813 87,811 SH   SOLE   29,132 0 58,679
Markel Corp COM 570535104 52,468 43,902 SH   SOLE   15,562 0 28,340
Mastercard Inc COM 57636Q104 51,065 146,873 SH   SOLE   54,596 0 92,277
Match Group COM 57667L107 58,368 371,800 SH   SOLE   134,052 0 237,748
Mcdonalds COM 580135101 2,520 10,452 SH   SOLE   0 0 10,452
Mercadolibre Inc COM 58733R102 406 242 SH   SOLE   0 0 242
Meta Platforms Inc COM 30303M102 91,242 268,842 SH   SOLE   95,226 0 173,616
Microsoft Corp COM 594918104 51,122 181,337 SH   SOLE   64,455 0 116,881
Napco Security Tech COM 630402105 2,405 55,848 SH   SOLE   17,619 0 38,229
Nestle S A Reg B ADR COM 641069406 2,520 20,968 SH   SOLE   0 0 20,968
Nvidia Corp COM 67066G104 20,933 101,048 SH   SOLE   32,404 0 68,643
Paypal Holdings COM 70450Y103 55,701 214,064 SH   SOLE   76,263 0 137,801
Pepsico Inc COM 713448108 2,763 18,372 SH   SOLE   0 0 18,372
PerkinElmer Inc COM 714046109 35,118 202,656 SH   SOLE   78,564 0 124,092
Phillips 66 COM 718546104 2,626 37,507 SH   SOLE   0 0 37,507
Raytheon Technologies COM 75513E101 22,006 256,013 SH   SOLE   95,596 0 160,417
Restaurant Brands Int'l COM 76131D103 3,810 62,267 SH   SOLE   0 0 62,267
S&P Global Inc COM 78409V104 52,602 123,803 SH   SOLE   43,414 0 80,388
Sherwin Williams Co COM 824348106 37,477 133,978 SH   SOLE   47,277 0 86,700
Starbucks COM 855244109 496 4,500 SH   SOLE   0 0 4,500
Steris Plc COM G8473T100 49,063 240,177 SH   SOLE   85,247 0 154,930
TJX Companies COM 872540109 44,507 674,556 SH   SOLE   247,407 0 427,148
Taiwan Semi Manuf Co COM 874039100 449 4,030 SH   SOLE   0 0 4,030
Take-Two Interactive COM 874054109 47,787 310,166 SH   SOLE   112,111 0 198,055
Teleflex Inc COM 879369106 8,524 22,638 SH   SOLE   7,666 0 14,972
Thermo Fisher Scientific COM 883556102 64,089 112,175 SH   SOLE   38,181 0 73,993
Trip.Com Group COM 89677Q107 205 6,685 SH   SOLE   0 0 6,685
Ulta Beauty Inc COM 90384S303 52,616 145,785 SH   SOLE   53,207 0 92,578
Union Pacific COM 907818108 460 2,348 SH   SOLE   0 0 2,348
United Health Group COM 91324P102 1,737 4,446 SH   SOLE   0 0 4,446
United Parcel Service COM 911312106 2,797 15,361 SH   SOLE   0 0 15,361
Verizon Commun COM 92343V104 2,743 50,799 SH   SOLE   0 0 50,799
Visa Inc COM 92826C839 45,861 205,888 SH   SOLE   74,449 0 131,439
WEC Energy Group COM 92939U106 1,801 20,424 SH   SOLE   0 0 20,424
Walt Disney Co COM 254687106 66,335 392,122 SH   SOLE   140,885 0 251,236
Wells Fargo & Co COM 949746101 241 5,201 SH   SOLE   0 0 5,201
Wex Inc COM 96208T104 211 1,203 SH   SOLE   0 0 1,203
Yum Brands Inc COM 988498101 212 1,741 SH   SOLE   0 0 1,741
Yum China Holdings Inc COM 98850P109 461 7,947 SH   SOLE   0 0 7,947
Zebra Technologies COM 989207105 49,726 96,477 SH   SOLE   35,059 0 61,418
Zions Bancorp COM 989701107 1,109 17,930 SH   SOLE   0 0 17,930
Zoetis Inc COM 98978V103 38,560 198,624 SH   SOLE   76,518 0 122,105