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 LABS COM COM 002824100 741 7,662 SH   SOLE   7,662 0 0
AIR PRODS & CHEMS INC COM COM 009158106 21,638 92,974 SH   SOLE   92,974 0 0
ALPHABET INC CAP STK CL A CAP STK CL A 02079K305 16,808 175,724 SH   SOLE   175,724 0 0
ALPHABET INC CAP STK CL C CAP STK CL C 02079K107 1,601 16,654 SH   SOLE   16,654 0 0
ALPHATEC HLDGS INC COM NEW COM NEW 02081G201 114 13,000 SH   SOLE   13,000 0 0
AMAZON COM INC COM COM 023135106 689 6,099 SH   SOLE   6,099 0 0
AMERICAN EXPRESS CO COM COM 025816109 329 2,437 SH   SOLE   2,437 0 0
AMETEK INC COM COM 031100100 49,730 438,501 SH   SOLE   438,501 0 0
AMPHENOL CORP NEW CL A CL A 032095101 47,555 710,205 SH   SOLE   710,205 0 0
APPLE INC COM COM 037833100 9,312 67,377 SH   SOLE   67,377 0 0
ARCH CAP GROUP LTD ORD ORD G0450A105 29,296 643,298 SH   SOLE   643,298 0 0
BERKSHIRE HATHAWAY CLASS B CL B NEW 084670702 660 2,471 SH   SOLE   2,471 0 0
CANADIAN PAC RY LTD COM COM 13645T100 43,712 655,150 SH   SOLE   655,150 0 0
COLGATE PALMOLIVE CO COM COM 194162103 5,848 83,245 SH   SOLE   83,245 0 0
COMCAST CORP NEW CL A CL A 20030N101 374 12,742 SH   SOLE   12,742 0 0
CONOCOPHILLIPS COM COM 20825C104 446 4,356 SH   SOLE   4,356 0 0
COPART INC COM COM 217204106 42,537 399,784 SH   SOLE   399,784 0 0
CSW INDUSTRIALS INC COM COM 126402106 934 7,800 SH   SOLE   7,800 0 0
FISERV INC COM COM 337738108 30,808 329,247 SH   SOLE   329,247 0 0
GLACIER BANCORP INC NEW COM COM 37637Q105 29,972 610,053 SH   SOLE   610,053 0 0
GRACO INC COM COM 384109104 39,965 666,634 SH   SOLE   666,634 0 0
HAYWARD HLDGS INC COM COM 421298100 11,726 1,321,963 SH   SOLE   1,321,963 0 0
HEICO CORP NEW CL A CL A 422806208 103,500 902,986 SH   SOLE   902,986 0 0
HINGHAM INSTN SVGS MASS COM COM 433323102 38,837 154,662 SH   SOLE   154,662 0 0
HONEYWELL INTL INC COM COM 438516106 219 1,309 SH   SOLE   1,309 0 0
IDEX CORP COM COM 45167R104 59,389 297,170 SH   SOLE   297,170 0 0
ILLINOIS TOOL WKS INC COM COM 452308109 285 1,575 SH   SOLE   1,575 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104 32,753 362,507 SH   SOLE   362,507 0 0
INTERNATIONAL BUSINESS MACHS C COM 459200101 567 4,773 SH   SOLE   4,773 0 0
ISHARES GOLD TR ISHARES ISHARES NEW 464285204 673 21,350 SH   SOLE   21,350 0 0
JOHNSON & JOHNSON COM COM 478160104 1,291 7,900 SH   SOLE   7,900 0 0
JPMORGAN CHASE & CO COM COM 46625H100 753 7,204 SH   SOLE   7,204 0 0
KINSALE CAP GROUP INC COM COM 49714P108 31,013 121,418 SH   SOLE   121,418 0 0
LINDE PLC SHS SHS G5494J103 42,812 158,805 SH   SOLE   158,805 0 0
MASTERCARD INCORPORATED CL A CL A 57636Q104 29,278 102,968 SH   SOLE   102,968 0 0
MCDONALDS CORP COM COM 580135101 424 1,839 SH   SOLE   1,839 0 0
MERCK & CO INC COM COM 58933Y105 954 11,076 SH   SOLE   11,076 0 0
MICROSOFT CORP COM COM 594918104 3,393 14,567 SH   SOLE   14,567 0 0
NORTHERN TR CORP COM COM 665859104 476 5,561 SH   SOLE   5,561 0 0
ONTO INNOVATION INC COM 683344105 30,999 483,986 SH   SOLE   483,986 0 0
OREILLY AUTOMOTIVE INC COM COM 67103H107 46,701 66,398 SH   SOLE   66,398 0 0
PEPSICO INC COM COM 713448108 290 1,774 SH   SOLE   1,774 0 0
PETROLEO BRASILEIRO SA PETROBR SP ADR NON VTG 71654V101 823 74,101 SH   SOLE   74,101 0 0
PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR 71654V408 132 10,700 SH   SOLE   10,700 0 0
PFIZER INC COM COM 717081103 466 10,659 SH   SOLE   10,659 0 0
PHILLIPS 66 COM COM 718546104 226 2,804 SH   SOLE   2,804 0 0
PROGRESSIVE CORP COM COM 743315103 44,282 381,053 SH   SOLE   381,053 0 0
PROSPERITY BANCSHARES INC COM COM 743606105 31,916 478,637 SH   SOLE   478,637 0 0
RBC BEARINGS INC COM COM 75524B104 68,479 329,527 SH   SOLE   329,527 0 0
RLI CORP COM COM 749607107 66,568 650,202 SH   SOLE   650,202 0 0
ROPER TECHNOLOGIES INC COM COM 776696106 22,400 62,285 SH   SOLE   62,285 0 0
RYAN SPECIALTY GROUP HLDGS INC CL A 78351F107 406 10,000 SH   SOLE   10,000 0 0
SIMPSON MFG INC COM COM 829073105 25,644 327,088 SH   SOLE   327,088 0 0
SWITCH INC CL A CL A 87105L104 4,961 147,240 SH   SOLE   147,240 0 0
TE CONNECTIVITY LTD SHS SHS H84989104 1,562 14,150 SH   SOLE   14,150 0 0
TELEDYNE TECHNOLOGIES INC COM COM 879360105 65,830 195,070 SH   SOLE   195,070 0 0
TEXAS INSTRS INC COM COM 882508104 1,915 12,371 SH   SOLE   12,371 0 0
UNILEVER PLC SPON ADR NEW SPON ADR NEW 904767704 307 7,000 SH   SOLE   7,000 0 0
UNITEDHEALTH GROUP INC COM COM 91324P102 20,842 41,269 SH   SOLE   41,269 0 0
VISA INC COM CL A COM CL A 92826C839 15,491 87,197 SH   SOLE   87,197 0 0
WINMARK CORP COM COM 974250102 25,453 117,651 SH   SOLE   117,651 0 0
ENTERPRISE PRODS PARTNERS L P COM 293792107 220 9,250 SH   SOLE   9,250 0 0
INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT 46137V357 16,276 127,877 SH   SOLE   127,877 0 0
ISHARES TR CORE S&P SCP ETF CORE S&P SCP ETF 464287804 331 3,794 SH   SOLE   3,794 0 0
ISHARES TR RUS MDCP VAL ETF RUS MDCP VAL ETF 464287473 848 8,826 SH   SOLE   8,826 0 0
SCHWAB STRATEGIC TR INTL EQTY INTL EQTY ETF 808524805 1,902 67,600 SH   SOLE   67,600 0 0
SPDR INDEX SHS FDS PORTFOLIO D PORTFOLIO DEVLPD 78463X889 464 18,000 SH   SOLE   18,000 0 0
SPDR S&P 500 ETF TR TR UNIT TR UNIT 78462F103 4,144 11,603 SH   SOLE   11,603 0 0
VANGUARD INDEX FDS TOTAL STK M TOTAL STK MKT 922908769 348 1,938 SH   SOLE   1,938 0 0