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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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
AbbVie Inc COM 00287Y109 888 9,050 SH   SOLE   4,525 0 4,525
Accenture Plc COM G1151C101 422 1,970 SH   SOLE   985 0 985
Adobe Systems COM 00724F101 60,409 138,774 SH   SOLE   69,387 0 69,387
Alibaba Group COM 01609W102 543 2,522 SH   SOLE   1,261 0 1,261
Alphabet Inc Cl A COM 02079K305 188,234 132,742 SH   SOLE   66,371 0 66,371
Alphabet Inc Cl C COM 02079K107 828 586 SH   SOLE   293 0 293
Amazon.com Inc COM 023135106 5,953 2,158 SH   SOLE   1,079 0 1,079
Ambev SA COM 02319V103 114 43,270 SH   SOLE   21,635 0 21,635
Amphenol Corp Cl A COM 032095101 78,122 815,389 SH   SOLE   407,694 0 407,694
Apple Inc COM 037833100 219,699 602,245 SH   SOLE   301,122 0 301,122
Becton Dickinson & Co COM 075887109 74,660 312,035 SH   SOLE   156,017 0 156,017
Berkshire Hthwy Cl A COM 084670108 534 2 SH   SOLE   1 0 1
Berkshire Hthwy Cl B COM 084670702 628 3,520 SH   SOLE   1,760 0 1,760
Boeing Co COM 097023105 2,503 13,657 SH   SOLE   6,828 0 6,828
Booking Holdings COM 09857L108 112,537 70,674 SH   SOLE   35,337 0 35,337
Broadridge Fin'l Solutns COM 11133T103 80,804 640,339 SH   SOLE   320,169 0 320,169
CVS Health Corp COM 126650100 73,446 1,130,468 SH   SOLE   565,234 0 565,234
Chevron Corp New COM 166764100 2,925 32,783 SH   SOLE   16,391 0 16,391
Cintas Corp COM 172908105 14,067 52,812 SH   SOLE   26,406 0 26,406
Cisco Systems Inc COM 17275R102 4,299 92,183 SH   SOLE   46,091 0 46,091
Comcast Corp Cl A COM 20030N101 2,397 61,501 SH   SOLE   30,750 0 30,750
Constellation Brands COM 21036P108 23,899 136,609 SH   SOLE   68,304 0 68,304
Copart Inc COM 217204106 14,328 172,070 SH   SOLE   86,035 0 86,035
Del Taco Restaurants COM 245496104 518 87,500 SH   SOLE   43,750 0 43,750
Dollar Tree Stores COM 256746108 40,363 435,514 SH   SOLE   217,757 0 217,757
Ecolab Inc COM 278865100 1,332 6,700 SH   SOLE   3,350 0 3,350
Expedia Group COM 30212P303 920 11,204 SH   SOLE   5,602 0 5,602
Facebook Inc COM 30303M102 169,324 745,692 SH   SOLE   372,846 0 372,846
Fiserv Inc COM 337738108 110,806 1,135,080 SH   SOLE   567,540 0 567,540
Fleetcor Technologies COM 339041105 23,155 92,058 SH   SOLE   46,029 0 46,029
Ford Motor Co COM 345370860 122 20,184 SH   SOLE   10,092 0 10,092
Fortune Brnds Hme&Sec COM 34964C106 51,118 799,606 SH   SOLE   399,803 0 399,803
Guardian Cap Group COM 401339304 484 31,700 SH   SOLE   15,850 0 15,850
Home Depot Inc COM 437076102 94,545 377,413 SH   SOLE   188,706 0 188,706
IAA Inc COM 449253103 27,614 715,959 SH   SOLE   357,979 0 357,979
IAC Interactive COM 44919P508 814 2,520 SH   SOLE   1,260 0 1,260
Ingredion Inc COM 457187102 2,870 34,585 SH   SOLE   17,292 0 17,292
Int'l Business Machines COM 459200101 2,647 21,923 SH   SOLE   10,961 0 10,961
Intuit Inc COM 461202103 25,405 85,775 SH   SOLE   42,887 0 42,887
JP Morgan Chase COM 46625H100 5,741 61,037 SH   SOLE   30,518 0 30,518
Johnson & Johnson COM 478160104 2,581 18,359 SH   SOLE   9,179 0 9,179
Kar Auction Services COM 48238T109 32,704 2,376,801 SH   SOLE   1,188,400 0 1,188,400
Keurig Dr Pepper COM 49271V100 1,562 55,000 SH   SOLE   27,500 0 27,500
Kroger Co COM 501044101 5,359 158,319 SH   SOLE   79,159 0 79,159
Lockheed Martin Corp COM 539830109 2,332 6,392 SH   SOLE   3,196 0 3,196
Lowes Companies COM 548661107 33,678 249,248 SH   SOLE   124,624 0 124,624
Markel Corp COM 570535104 37,547 40,672 SH   SOLE   20,336 0 20,336
Mastercard Inc COM 57636Q104 116,525 394,066 SH   SOLE   197,033 0 197,033
Match Group COM 57667L107 574 5,437 SH   SOLE   2,718 0 2,718
Mcdonalds COM 580135101 3,414 18,508 SH   SOLE   9,254 0 9,254
Mercadolibre Inc COM 58733R102 565 574 SH   SOLE   287 0 287
Microsoft Corp COM 594918104 6,161 30,275 SH   SOLE   15,137 0 15,137
Nestle S A Reg B ADR COM 641069406 3,878 35,122 SH   SOLE   17,561 0 17,561
Nvidia Corp COM 67066G104 28,646 75,402 SH   SOLE   37,701 0 37,701
Paypal Holdings COM 70450Y103 32,733 187,874 SH   SOLE   93,937 0 93,937
Pepsico Inc COM 713448108 3,924 29,669 SH   SOLE   14,834 0 14,834
Perkinelmer Inc COM 714046109 45,679 465,694 SH   SOLE   232,847 0 232,847
Phillips 66 COM 718546104 54,675 760,431 SH   SOLE   380,215 0 380,215
Pluralsight Inc COM 72941B106 527 29,200 SH   SOLE   14,600 0 14,600
Proshares Ultrashort QQQ COM 74347R875 291 23,000 SH   SOLE   11,500 0 11,500
Proshs Ultrashrt S&P500 COM 74347R883 465 24,000 SH   SOLE   12,000 0 12,000
Raytheon Technologies COM 75513E101 31,887 517,479 SH   SOLE   258,739 0 258,739
Restaurant Brands Int'l COM 76131D103 5,147 94,226 SH   SOLE   47,113 0 47,113
Royal Bank of Canada COM 780087102 3,210 47,357 SH   SOLE   23,678 0 23,678
S&P Global Inc COM 78409V104 82,200 249,485 SH   SOLE   124,742 0 124,742
SPDR S&P 500 COM 78462F103 484 1,570 SH   SOLE   785 0 785
Sherwin Williams Co COM 824348106 59,431 102,848 SH   SOLE   51,424 0 51,424
Starbucks COM 855244109 829 11,270 SH   SOLE   5,635 0 5,635
Steris Plc COM G8473T100 76,594 499,180 SH   SOLE   249,590 0 249,590
TJX Companies COM 872540109 73,559 1,454,904 SH   SOLE   727,452 0 727,452
Take-Two Interactive COM 874054109 29,516 211,482 SH   SOLE   105,741 0 105,741
Thermo Fisher Scientific COM 883556102 113,850 314,208 SH   SOLE   157,104 0 157,104
US Foods Holding Corp COM 912008109 11,213 568,660 SH   SOLE   284,330 0 284,330
Ulta Beauty Inc COM 90384S303 61,410 301,888 SH   SOLE   150,944 0 150,944
Union Pacific COM 907818108 1,311 7,755 SH   SOLE   3,877 0 3,877
United Parcel Service Inc COM 911312106 3,532 31,770 SH   SOLE   15,885 0 15,885
Verizon Commun COM 92343V104 4,480 81,279 SH   SOLE   40,639 0 40,639
Visa COM 92826C839 81,789 423,408 SH   SOLE   211,704 0 211,704
WEC Energy Group COM 92939U106 2,432 27,758 SH   SOLE   13,879 0 13,879
Walgreens Boots Allnc COM 931427108 1,189 28,064 SH   SOLE   14,032 0 14,032
Walt Disney Co COM 254687106 97,982 878,686 SH   SOLE   439,343 0 439,343
Wells Fargo & Co COM 949746101 1,163 45,446 SH   SOLE   22,723 0 22,723
Western Alliance Banc COM 957638109 15,115 399,147 SH   SOLE   199,573 0 199,573
Wex Inc COM 96208T104 454 2,752 SH   SOLE   1,376 0 1,376
Yum China Holdings Inc COM 98850P109 540 11,240 SH   SOLE   5,620 0 5,620
Zebra Technologies COM 989207105 108,507 423,940 SH   SOLE   211,970 0 211,970
Zions Bancorp COM 989701107 1,286 37,834 SH   SOLE   18,917 0 18,917
Zoetis Inc COM 98978V103 53,373 389,475 SH   SOLE   194,737 0 194,737