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 908 8,294 SH   SOLE   8,294 0 0
AIR PRODS & CHEMS INC COM COM 009158106 15,748 57,637 SH   SOLE   57,637 0 0
ALPHABET INC CAP STK CL A CAP STK CL A 02079K305 1,099 627 SH   SOLE   627 0 0
ALPHABET INC CAP STK CL C CAP STK CL C 02079K107 706 403 SH   SOLE   403 0 0
ALPHATEC HLDGS INC COM NEW COM NEW 02081G201 174 12,000 SH   SOLE   12,000 0 0
AMAZON COM INC COM COM 023135106 410 126 SH   SOLE   126 0 0
AMETEK INC COM COM 031100100 55,584 459,599 SH   SOLE   459,599 0 0
AMPHENOL CORP NEW CL A CL A 032095101 46,399 354,813 SH   SOLE   354,813 0 0
APPLE INC COM COM 037833100 5,375 40,507 SH   SOLE   40,507 0 0
ARCH CAP GROUP LTD ORD ORD G0450A105 32,750 907,957 SH   SOLE   907,957 0 0
ARGO GROUP INTL HLDGS LTD COM COM G0464B107 12,095 276,772 SH   SOLE   276,772 0 0
BERKSHIRE HATHAWAY CLASS B CL B NEW 084670702 521 2,246 SH   SOLE   2,246 0 0
BK OF AMERICA CORP COM COM 060505104 320 10,552 SH   SOLE   10,552 0 0
CANADIAN NATL RY CO COM COM 136375102 10,341 94,138 SH   SOLE   94,138 0 0
CANADIAN PAC RY LTD COM COM 13645T100 51,395 148,245 SH   SOLE   148,245 0 0
CDW CORP COM COM 12514G108 3,591 27,245 SH   SOLE   27,245 0 0
COLGATE PALMOLIVE CO COM COM 194162103 7,483 87,510 SH   SOLE   87,510 0 0
COMCAST CORP NEW CL A CL A 20030N101 1,122 21,406 SH   SOLE   21,406 0 0
COPART INC COM COM 217204106 76,439 600,699 SH   SOLE   600,699 0 0
CSW INDUSTRIALS INC COM COM 126402106 873 7,800 SH   SOLE   7,800 0 0
DIAGEO PLC SPON ADR NEW SPON ADR NEW 25243Q205 508 3,200 SH   SOLE   3,200 0 0
DORMAN PRODS INC COM COM 258278100 12,928 148,911 SH   SOLE   148,911 0 0
ENTEGRIS INC COM COM 29362U104 6,434 66,946 SH   SOLE   66,946 0 0
EQUITY COMWLTH COM SH BEN INT COM SH BEN INT 294628102 42,421 1,555,024 SH   SOLE   1,555,024 0 0
GLACIER BANCORP INC NEW COM COM 37637Q105 17,438 379,002 SH   SOLE   379,002 0 0
GRACO INC COM COM 384109104 53,192 735,200 SH   SOLE   735,200 0 0
HEICO CORP NEW CL A CL A 422806208 121,430 1,037,330 SH   SOLE   1,037,330 0 0
HEXCEL CORP NEW COM COM 428291108 26,972 556,248 SH   SOLE   556,248 0 0
HINGHAM INSTN SVGS MASS COM COM 433323102 33,081 153,154 SH   SOLE   153,154 0 0
HONEYWELL INTL INC COM COM 438516106 291 1,366 SH   SOLE   1,366 0 0
IAA INC COM COM 449253103 36,650 564,027 SH   SOLE   564,027 0 0
IDEX CORP COM COM 45167R104 62,793 315,228 SH   SOLE   315,228 0 0
ILLINOIS TOOL WKS INC COM COM 452308109 337 1,653 SH   SOLE   1,653 0 0
INTEL CORP COM COM 458140100 1,213 24,347 SH   SOLE   24,347 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104 39,627 343,718 SH   SOLE   343,718 0 0
INTERNATIONAL BUSINESS MACHS C COM 459200101 652 5,181 SH   SOLE   5,181 0 0
ISHARES GOLD TRUST ISHARES ISHARES 464285105 774 42,700 SH   SOLE   42,700 0 0
JOHNSON & JOHNSON COM COM 478160104 1,202 7,638 SH   SOLE   7,638 0 0
JPMORGAN CHASE & CO COM COM 46625H100 2,184 17,186 SH   SOLE   17,186 0 0
LCI INDS COM COM 50189K103 20,989 161,849 SH   SOLE   161,849 0 0
LINDE PLC SHS SHS G5494J103 42,701 162,047 SH   SOLE   162,047 0 0
M & T BK CORP COM COM 55261F104 24,754 194,452 SH   SOLE   194,452 0 0
MASTERCARD INCORPORATED CL A CL A 57636Q104 29,106 81,544 SH   SOLE   81,544 0 0
MCDONALDS CORP COM COM 580135101 364 1,696 SH   SOLE   1,696 0 0
MERCK & CO. INC COM COM 58933Y105 1,002 12,249 SH   SOLE   12,249 0 0
MICROSOFT CORP COM COM 594918104 4,491 20,192 SH   SOLE   20,192 0 0
MSA SAFETY INC COM COM 553498106 3,940 26,371 SH   SOLE   26,371 0 0
NORTHERN TR CORP COM COM 665859104 535 5,749 SH   SOLE   5,749 0 0
NOVARTIS AG SPONSORED ADR SPONSORED ADR 66987V109 400 4,233 SH   SOLE   4,233 0 0
OREILLY AUTOMOTIVE INC COM COM 67103H107 24,579 54,310 SH   SOLE   54,310 0 0
PEPSICO INC COM COM 713448108 389 2,620 SH   SOLE   2,620 0 0
PETROLEO BRASILEIRO SA PETROBR SP ADR NON VTG 71654V101 918 83,001 SH   SOLE   83,001 0 0
PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR 71654V408 165 14,700 SH   SOLE   14,700 0 0
PFIZER INC COM COM 717081103 478 12,973 SH   SOLE   12,973 0 0
PROGRESSIVE CORP COM COM 743315103 33,313 336,904 SH   SOLE   336,904 0 0
PROSPERITY BANCSHARES INC COM COM 743606105 65,313 941,652 SH   SOLE   941,652 0 0
RAYTHEON TECHNOLOGIES CORP COM COM 75513E101 410 5,735 SH   SOLE   5,735 0 0
RBC BEARINGS INC COM COM 75524B104 88,804 496,001 SH   SOLE   496,001 0 0
RLI CORP COM COM 749607107 72,324 694,418 SH   SOLE   694,418 0 0
ROPER TECHNOLOGIES INC COM COM 776696106 25,849 59,961 SH   SOLE   59,961 0 0
SCHWAB CHARLES CORP COM COM 808513105 393 7,407 SH   SOLE   7,407 0 0
SIMPSON MANUFACTURING CO INC C COM 829073105 34,508 369,271 SH   SOLE   369,271 0 0
SWITCH INC CL A CL A 87105L104 51,730 3,160,067 SH   SOLE   3,160,067 0 0
TE CONNECTIVITY LTD REG SHS REG SHS H84989104 1,826 15,080 SH   SOLE   15,080 0 0
TELEDYNE TECHNOLOGIES INC COM COM 879360105 79,330 202,383 SH   SOLE   202,383 0 0
TEXAS INSTRS INC COM COM 882508104 2,693 16,410 SH   SOLE   16,410 0 0
THERMO FISHER SCIENTIFIC INC C COM 883556102 1,622 3,483 SH   SOLE   3,483 0 0
UNILEVER PLC SPON ADR NEW SPON ADR NEW 904767704 453 7,500 SH   SOLE   7,500 0 0
US BANCORP DEL COM NEW COM NEW 902973304 696 14,937 SH   SOLE   14,937 0 0
VISA INC COM CL A COM CL A 92826C839 20,046 91,646 SH   SOLE   91,646 0 0
WINMARK CORP COM COM 974250102 25,536 137,436 SH   SOLE   137,436 0 0
INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT 46137V357 12,209 95,726 SH   SOLE   95,726 0 0
INVESCO QQQ TR UNIT SER 1 UNIT SER 1 46090E103 1,098 3,500 SH   SOLE   3,500 0 0
ISHARES TR CORE S&P SCP ETF CORE S&P SCP ETF 464287804 346 3,768 SH   SOLE   3,768 0 0
ISHARES TR RUS MDCP VAL ETF RUS MDCP VAL ETF 464287473 813 8,386 SH   SOLE   8,386 0 0
ISHARES TR RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 1,098 5,599 SH   SOLE   5,599 0 0
SCHWAB STRATEGIC TR INTL EQTY INTL EQTY ETF 808524805 2,902 80,600 SH   SOLE   80,600 0 0
SPDR INDEX SHS FDS PORTFOLIO D PORTFOLIO DEVLPD 78463X889 607 18,000 SH   SOLE   18,000 0 0
SPDR S&P 500 ETF TR TR UNIT TR UNIT 78462F103 4,357 11,654 SH   SOLE   11,654 0 0
SPDR S&P MIDCAP 400 ETF TR UTS UTSER1 S&PDCRP 78467Y107 2,311 5,504 SH   SOLE   5,504 0 0
VANGUARD INDEX FDS TOTAL STK M TOTAL STK MKT 922908769 639 3,285 SH   SOLE   3,285 0 0