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
ABBOTT LABORATORIES COMMON STOCKS 002824100 1,077 9,100 SH   SOLE   0 0 9,100
ACCENTURE PLC CL A COMMON STOCKS G1151C101 30 90 SH   SOLE   90 0 0
ADIDAS AG-SPONSORED ADR COMMON STOCKS 00687A107 4,196 35,590 SH   SOLE   35,590 0 0
ADOBE INC COMMON STOCKS 00724F101 135,675 297,780 SH   SOLE   199,306 0 98,474
AIR LIQUIDE-UNSPONSORED ADR COMMON STOCKS 009126202 15 432 SH   SOLE   432 0 0
AIR PRODUCTS & CHEMICALS INC COMMON STOCKS 009158106 134,834 539,531 SH   SOLE   362,647 0 176,884
ALPHABET INC-CL A COMMON STOCKS 02079K305 1,441 518 SH   SOLE   297 0 221
ALPHABET INC-CL C COMMON STOCKS 02079K107 155,360 55,625 SH   SOLE   36,875 0 18,750
AMAZON.COM INC COMMON STOCKS 023135106 137,035 42,036 SH   SOLE   28,086 0 13,950
AMERICAN TOWER CORP COMMON STOCKS 03027X100 113,445 451,575 SH   SOLE   304,148 0 147,427
AMETEK INC COMMON STOCKS 031100100 5,747 43,154 SH   SOLE   0 0 43,154
AMPHENOL CORP-CL A COMMON STOCKS 032095101 65,251 865,972 SH   SOLE   553,241 0 312,731
APPLE INC COMMON STOCKS 037833100 134,376 769,579 SH   SOLE   517,595 0 251,984
ASML HOLDING NV-NY REG SHS COMMON STOCKS N07059210 24 36 SH   SOLE   36 0 0
BERKSHIRE HATHAWAY INC-CL B COMMON STOCKS 084670702 120,023 340,094 SH   SOLE   232,017 0 108,077
BROOKFIELD ASSET MANAGE-CL A COMMON STOCKS 112585104 3,269 57,790 SH   SOLE   57,790 0 0
CANADIAN PACIFIC RAILWAY LTD COMMON STOCKS 13645T100 7,139 86,488 SH   SOLE   86,488 0 0
CELLNEX TELECOM SA COMMON STOCKS 00BX90C05 2,177 45,000 SH   SOLE   45,000 0 0
CELLNEX TELECOM SAU-UNSP ADR COMMON STOCKS 15117X105 34 1,408 SH   SOLE   1,408 0 0
COLOPLAST AS- UNSPON ADR COMMON STOCKS 19624Y200 3,315 216,323 SH   SOLE   216,323 0 0
CONSTELLATION SOFTWARE INC COMMON STOCKS 21037X100 40 23 SH   SOLE   23 0 0
DASSAULT SYS S A SPON ADR COMMON STOCKS 237545108 24 475 SH   SOLE   475 0 0
ECOLAB INC COMMON STOCKS 278865100 33,476 189,604 SH   SOLE   115,864 0 73,740
EDENRED SA-UNSP ADR COMMON STOCKS 279655104 16 621 SH   SOLE   621 0 0
FANUC CORP COMMON STOCKS 006356934 2,016 11,334 SH   SOLE   11,334 0 0
FANUC CORP-UNSP ADR COMMON STOCKS 307305102 277 15,523 SH   SOLE   15,523 0 0
FIRST REPUBLIC BANK/CA COMMON STOCKS 33616C100 104,007 641,625 SH   SOLE   412,895 0 228,730
FORTIVE CORP COMMON STOCKS 34959J108 56,512 927,494 SH   SOLE   606,763 0 320,731
GXO LOGISTICS INC COMMON STOCKS 36262G101 71,087 996,451 SH   SOLE   640,432 0 356,019
HONEYWELL INTERNATIONAL INC COMMON STOCKS 438516106 94,975 488,104 SH   SOLE   359,495 0 128,609
INFINEON TECHNOLOGIES ADR COMMON STOCKS 45662N103 19 564 SH   SOLE   564 0 0
INTUIT INC COMMON STOCKS 461202103 93,361 194,163 SH   SOLE   131,468 0 62,695
JOHNSON & JOHNSON COMMON STOCKS 478160104 105,481 595,163 SH   SOLE   422,282 0 172,881
LANCASHIRE HOLDINGS LTD COMMON STOCKS G5361W104 9 1,644 SH   SOLE   1,644 0 0
LINDE PLC COMMON STOCKS G5494J103 67,685 211,894 SH   SOLE   135,060 0 76,834
MARKEL CORP COMMON STOCKS 570535104 147,635 100,075 SH   SOLE   67,422 0 32,653
MEDTRONIC PLC COMMON STOCKS G5960L103 7,161 64,539 SH   SOLE   0 0 64,539
META PLATFORMS INC COMMON STOCKS 30303M102 35,837 161,167 SH   SOLE   107,243 0 53,924
METTLER-TOLEDO INTERNATIONAL COMMON STOCKS 592688105 88,144 64,189 SH   SOLE   42,581 0 21,608
MICROCHIP TECHNOLOGY INC COMMON STOCKS 595017104 148,245 1,972,920 SH   SOLE   1,330,336 0 642,584
MICROSOFT CORP COMMON STOCKS 594918104 150,996 489,754 SH   SOLE   331,746 0 158,008
MOODYS CORP COMMON STOCKS 615369105 103,654 307,204 SH   SOLE   196,669 0 110,535
NESTLE SA-REG COMMON STOCKS H57312649 20 156 SH   SOLE   156 0 0
NESTLE SA-SPONS ADR COMMON STOCKS 641069406 8,505 65,115 SH   SOLE   65,115 0 0
NETFLIX INC COMMON STOCKS 64110L106 6 17 SH   SOLE   17 0 0
NIKE INC CL B COMMON STOCKS 654106103 76,515 568,633 SH   SOLE   370,845 0 197,788
NOVARTIS AG-SPONSORED ADR COMMON STOCKS 66987V109 4,210 47,974 SH   SOLE   47,974 0 0
NOVOZYMES A/S-UNSPONS ADR COMMON STOCKS 670108109 15 222 SH   SOLE   222 0 0
PEPSICO INC COMMON STOCKS 713448108 62,763 374,974 SH   SOLE   240,735 0 134,239
PERNOD RICARD SA COMMON STOCKS F72027109 9 41 SH   SOLE   41 0 0
PERNOD RICARD SA - SPON ADR COMMON STOCKS 714264306 3,924 88,468 SH   SOLE   88,468 0 0
RECKITT BENCKISER GROUP PLC COMMON STOCKS G74079107 24 324 SH   SOLE   324 0 0
RECKITT BENCKISER-SPON ADR COMMON STOCKS 756255204 3,974 258,746 SH   SOLE   258,746 0 0
ROPER TECHNOLOGIES INC COMMON STOCKS 776696106 72,231 152,958 SH   SOLE   103,924 0 49,034
SAFRAN SA-UNSPON ADR COMMON STOCKS 786584102 1,984 66,508 SH   SOLE   66,508 0 0
SALESFORCE INC COMMON STOCKS 79466L302 72,132 339,733 SH   SOLE   232,693 0 107,040
SAP SE-SPONSORED ADR COMMON STOCKS 803054204 52,961 477,301 SH   SOLE   310,349 0 166,952
SARTORIUS AG-VORZUG COMMON STOCKS D6705R119 16 46 SH   SOLE   46 0 0
SCHWAB CHARLES CORP COMMON STOCKS 808513105 126,482 1,500,203 SH   SOLE   989,983 0 510,220
STARBUCKS CORP COMMON STOCKS 855244109 30,552 335,852 SH   SOLE   217,002 0 118,850
SVENSKA HANDELSB-A-UNSP ADR COMMON STOCKS 86959C103 14 3,014 SH   SOLE   3,014 0 0
TAIWAN SEMICONDUCTOR-SP ADR COMMON STOCKS 874039100 3,333 31,964 SH   SOLE   31,964 0 0
TELEFLEX INC COMMON STOCKS 879369106 6 16 SH   SOLE   16 0 0
TOPICUS.COM INC-SUB VOTING COMMON STOCKS 89072T102 3 40 SH   SOLE   40 0 0
TRANSDIGM GROUP INC COMMON STOCKS 893641100 133,277 204,557 SH   SOLE   137,481 0 67,076
UNILEVER PLC-SPONSORED ADR COMMON STOCKS 904767704 6 142 SH   SOLE   142 0 0
US BANCORP COMMON STOCKS 902973304 50,030 941,296 SH   SOLE   598,849 0 342,447
VISA INC-CLASS A SHARES COMMON STOCKS 92826C839 89,606 404,051 SH   SOLE   258,150 0 145,901
VONTIER CORP COMMON STOCKS 928881101 58,480 2,303,262 SH   SOLE   1,444,659 0 858,603