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
AT&T COM 00206R102 2,950 124,866 SH   SOLE   9,690 0 115,176
AbbVie Inc COM 00287Y109 675 4,170 SH   SOLE   1,760 0 2,410
Accenture Plc COM G1151C101 409 1,215 SH   SOLE   0 0 1,215
Adobe Inc COM 00724F101 45,406 99,659 SH   SOLE   42,816 0 56,843
Alibaba Group COM 01609W102 341 3,137 SH   SOLE   90 0 3,047
Alphabet Inc Cl A COM 02079K305 119,442 42,944 SH   SOLE   18,650 0 24,294
Alphabet Inc Cl C COM 02079K107 843 302 SH   SOLE   260 0 42
Amazon.com Inc COM 023135106 3,879 1,190 SH   SOLE   12 0 1,178
American Tower Corp COM 03027X100 2,903 11,555 SH   SOLE   629 0 10,926
Amphenol Corp COM 032095101 51,802 687,488 SH   SOLE   301,468 0 386,020
Apple Inc COM 037833100 136,919 784,143 SH   SOLE   330,102 0 454,040
Autodesk Inc COM 052769106 44,905 209,494 SH   SOLE   92,737 0 116,757
Becton Dickinson & Co COM 075887109 532 2,000 SH   SOLE   650 0 1,350
Berkshire Hthwy Cl A COM 084670108 528 1 SH   SOLE   0 0 1
Boeing Co COM 097023105 1,306 6,823 SH   SOLE   2,850 0 3,973
Booking Holdings COM 09857L108 60,700 25,847 SH   SOLE   11,352 0 14,495
Booz Allen Hamilton Hld COM 099502106 1,611 18,345 SH   SOLE   1,005 0 17,340
Broadridge Fin'l Solutns COM 11133T103 30,604 196,547 SH   SOLE   84,283 0 112,264
CDW Corp COM 12514G108 203 1,135 SH   SOLE   0 0 1,135
CVS Health Corp COM 126650100 3,072 30,357 SH   SOLE   1,375 0 28,982
Chevron Corp New COM 166764100 867 5,328 SH   SOLE   1,412 0 3,916
Cintas Corp COM 172908105 13,369 31,428 SH   SOLE   14,691 0 16,737
Cisco Systems Inc COM 17275R102 3,657 65,588 SH   SOLE   3,430 0 62,158
Comcast Corp Cl A COM 20030N101 3,009 64,287 SH   SOLE   3,513 0 60,774
Conocophillips COM 20825c104 349 3,495 SH   SOLE   0 0 3,495
Constellation Brands COM 21036P108 14,409 62,564 SH   SOLE   26,424 0 36,139
Copart Inc COM 217204106 12,762 101,719 SH   SOLE   48,279 0 53,440
Deere & Co COM 244199105 207 500 SH   SOLE   500 0 0
Dollar Tree Stores COM 256746108 1,052 6,573 SH   SOLE   2,640 0 3,933
Ecolab Inc COM 278865100 478 2,710 SH   SOLE   1,000 0 1,710
Expedia Group COM 30212P303 200 1,025 SH   SOLE   0 0 1,025
Fiserv Inc COM 337738108 54,177 534,298 SH   SOLE   233,947 0 300,351
Fleetcor Technologies COM 339041105 13,083 52,532 SH   SOLE   24,332 0 28,200
Ford Motor Co COM 345370860 172 10,200 SH   SOLE   0 0 10,200
Fortune Brnds Hme&Sec COM 34964C106 23,826 320,762 SH   SOLE   139,458 0 181,303
GoDaddy Inc COM 380237107 12,159 145,274 SH   SOLE   67,679 0 77,595
Guardian Cap Group COM 401339304 1,137 32,375 SH   SOLE   0 0 32,375
HDFC Bank Ltd COM 40415F101 236 3,853 SH   SOLE   120 0 3,733
Home Depot Inc COM 437076102 51,525 172,136 SH   SOLE   67,484 0 104,652
IAA Inc COM 449253103 25,917 677,569 SH   SOLE   294,194 0 383,374
Icon Plc COM G4705A100 203 837 SH   SOLE   0 0 837
Infosys Ltd COM 456788108 249 10,025 SH   SOLE   300 0 9,725
Intuit Inc COM 461202103 14,634 30,434 SH   SOLE   14,289 0 16,144
JP Morgan Chase COM 46625H100 2,399 17,602 SH   SOLE   1,050 0 16,552
Johnson & Johnson COM 478160104 2,793 15,763 SH   SOLE   865 0 14,898
Kroger Co COM 501044101 1,311 22,860 SH   SOLE   5,600 0 17,260
Lockheed Martin Corp COM 539830109 2,271 5,145 SH   SOLE   317 0 4,828
Lowes Companies COM 548661107 17,669 87,388 SH   SOLE   39,767 0 47,620
Markel Corp COM 570535104 65,159 44,169 SH   SOLE   18,870 0 25,299
Mastercard Inc COM 57636Q104 53,575 149,911 SH   SOLE   66,115 0 83,795
Match Group COM 57667L107 41,705 383,533 SH   SOLE   164,312 0 219,221
Mcdonalds COM 580135101 2,850 11,529 SH   SOLE   1,140 0 10,389
Mercadolibre Inc COM 58733R102 387 326 SH   SOLE   11 0 315
Meta Platforms Inc COM 30303M102 66,101 297,274 SH   SOLE   127,754 0 169,520
Microsoft Corp COM 594918104 54,779 177,677 SH   SOLE   68,982 0 108,694
NV5 Global COM 62945V109 250 1,878 SH   SOLE   0 0 1,878
Napco Security Tech COM 630402105 4,495 219,080 SH   SOLE   98,922 0 120,158
Nestle S A Reg B ADR COM 641069406 3,060 23,525 SH   SOLE   1,166 0 22,359
Nvidia Corp COM 67066G104 24,017 88,020 SH   SOLE   40,863 0 47,157
Paypal Holdings COM 70450Y103 44,236 382,503 SH   SOLE   167,583 0 214,920
Pepsico Inc COM 713448108 3,410 20,374 SH   SOLE   1,007 0 19,367
PerkinElmer Inc COM 714046109 25,201 144,455 SH   SOLE   60,909 0 83,546
Phillips 66 COM 718546104 3,506 40,590 SH   SOLE   2,977 0 37,613
Raytheon Technologies COM 75513E101 25,302 255,395 SH   SOLE   105,575 0 149,820
Restaurant Brands Int'l COM 76131D103 4,176 71,532 SH   SOLE   11,647 0 59,885
S&P Global Inc COM 78409V104 51,456 125,449 SH   SOLE   55,173 0 70,275
SPDR S&P 500 COM 78462F103 719 1,592 SH   SOLE   445 0 1,147
Scotts Miracle-Gro COM 810186106 1,541 12,539 SH   SOLE   736 0 11,803
Sherwin Williams Co COM 824348106 33,293 133,378 SH   SOLE   58,465 0 74,912
Starbucks COM 855244109 409 4,500 SH   SOLE   2,800 0 1,700
Steris Plc COM G8473T100 52,572 217,447 SH   SOLE   94,660 0 122,786
TJX Companies COM 872540109 41,942 692,342 SH   SOLE   295,191 0 397,150
Taiwan Semi Manuf Co COM 874039100 344 3,300 SH   SOLE   115 0 3,185
Take-Two Interactive COM 874054109 49,400 321,322 SH   SOLE   137,930 0 183,392
Teleflex Inc COM 879369106 11,029 31,083 SH   SOLE   14,012 0 17,071
Thermo Fisher Scientific COM 883556102 64,689 109,522 SH   SOLE   46,431 0 63,090
Ulta Beauty Inc COM 90384S303 1,021 2,566 SH   SOLE   100 0 2,466
Union Pacific COM 907818108 545 1,997 SH   SOLE   1,200 0 797
United Health Group COM 91324P102 3,009 5,902 SH   SOLE   287 0 5,615
United Parcel Service COM 911312106 3,629 16,924 SH   SOLE   789 0 16,135
Verizon Commun COM 92343V104 533 10,473 SH   SOLE   1,450 0 9,023
Visa Inc COM 92826C839 49,050 221,177 SH   SOLE   93,092 0 128,085
WEC Energy Group COM 92939U106 2,338 23,426 SH   SOLE   1,268 0 22,158
Walt Disney Co COM 254687106 57,320 417,909 SH   SOLE   181,587 0 236,321
Wells Fargo & Co COM 949746101 232 4,801 SH   SOLE   3,000 0 1,801
Yum Brands Inc COM 988498101 230 1,948 SH   SOLE   0 0 1,948
Yum China Holdings Inc COM 98850P109 321 7,737 SH   SOLE   175 0 7,562
Zebra Technologies COM 989207105 41,085 99,312 SH   SOLE   43,404 0 55,908
Zions Bancorp COM 989701107 1,126 17,178 SH   SOLE   9,000 0 8,178
Zoetis Inc COM 98978V103 36,245 192,190 SH   SOLE   83,599 0 108,590