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 2,087 72,578 SH   SOLE   0 0 72,578
AbbVie Inc COM 00287Y109 447 4,175 SH   SOLE   0 0 4,175
Accenture Plc COM G1151C101 257 985 SH   SOLE   0 0 985
Adobe Systems COM 00724F101 33,383 66,751 SH   SOLE   26,020 0 40,731
Alibaba Group COM 01609W102 328 1,411 SH   SOLE   0 0 1,411
Alphabet Inc Cl A COM 02079K305 111,085 63,382 SH   SOLE   26,323 0 37,059
Alphabet Inc Cl C COM 02079K107 513 293 SH   SOLE   11 0 282
Amazon.com Inc COM 023135106 3,429 1,053 SH   SOLE   0 0 1,053
American Tower Corp COM 03027X100 1,583 7,054 SH   SOLE   0 0 7,054
Amphenol Corp Cl A COM 032095101 51,284 392,171 SH   SOLE   174,397 0 217,773
Apple Inc COM 037833100 121,527 915,878 SH   SOLE   364,849 0 551,028
Becton Dickinson & Co COM 075887109 39,326 157,165 SH   SOLE   63,053 0 94,112
Berkshire Hthwy Cl A COM 084670108 347 1 SH   SOLE   0 0 1
Boeing Co COM 097023105 1,486 6,943 SH   SOLE   0 0 6,943
Booking Holdings COM 09857L108 74,076 33,259 SH   SOLE   14,037 0 19,222
Broadridge Fin'l Solutns COM 11133T103 47,719 311,483 SH   SOLE   137,864 0 173,618
CVS Health Corp COM 126650100 2,265 33,167 SH   SOLE   123 0 33,044
Chevron Corp New COM 166764100 359 4,259 SH   SOLE   0 0 4,259
Cintas Corp COM 172908105 14,639 41,419 SH   SOLE   21,632 0 19,786
Cisco Systems Inc COM 17275R102 2,396 53,554 SH   SOLE   0 0 53,554
Citrix Systems Inc COM 177376100 31,443 241,689 SH   SOLE   106,115 0 135,573
Comcast Corp Cl A COM 20030N101 1,694 32,338 SH   SOLE   0 0 32,338
Constellation Brands COM 21036P108 15,253 69,635 SH   SOLE   30,701 0 38,933
Copart Inc COM 217204106 16,449 129,267 SH   SOLE   67,889 0 61,378
Del Taco Restaurants COM 245496104 396 43,750 SH   SOLE   0 0 43,750
Dollar Tree Stores COM 256746108 22,671 209,841 SH   SOLE   73,938 0 135,903
Ecolab Inc COM 278865100 724 3,350 SH   SOLE   490 0 2,860
Facebook Inc COM 30303M102 91,662 335,563 SH   SOLE   137,646 0 197,917
Fiserv Inc COM 337738108 64,620 567,545 SH   SOLE   237,203 0 330,342
Fleetcor Technologies COM 339041105 16,894 61,924 SH   SOLE   31,957 0 29,967
Ford Motor Co COM 345370860 88 10,092 SH   SOLE   0 0 10,092
Fortune Brnds Hme&Sec COM 34964C106 28,697 334,778 SH   SOLE   155,904 0 178,874
Guardian Cap Group COM 401339304 335 15,850 SH   SOLE   0 0 15,850
Home Depot Inc COM 437076102 47,797 179,948 SH   SOLE   64,335 0 115,612
IAA Inc COM 449253103 22,464 345,711 SH   SOLE   135,334 0 210,376
IAC Interactive COM 44919P508 238 1,260 SH   SOLE   0 0 1,260
Ingredion Inc COM 457187102 1,506 19,154 SH   SOLE   0 0 19,154
Intuit Inc COM 461202103 15,741 41,440 SH   SOLE   21,292 0 20,148
JP Morgan Chase COM 46625H100 2,322 18,279 SH   SOLE   200 0 18,079
Johnson & Johnson COM 478160104 1,924 12,228 SH   SOLE   0 0 12,228
Kar Auction Services COM 48238T109 18,297 983,187 SH   SOLE   357,845 0 625,341
Keurig Dr Pepper COM 49271V100 781 24,500 SH   SOLE   24,500 0 0
Kroger Co COM 501044101 2,710 85,352 SH   SOLE   0 0 85,352
Lockheed Martin Corp COM 539830109 1,225 3,452 SH   SOLE   0 0 3,452
Lowes Companies COM 548661107 18,946 118,040 SH   SOLE   60,468 0 57,572
Markel Corp COM 570535104 39,163 37,901 SH   SOLE   16,008 0 21,893
Marriott Int'l Inc New COM 571903202 211 1,600 SH   SOLE   0 0 1,600
Mastercard Inc COM 57636Q104 67,440 188,940 SH   SOLE   82,082 0 106,857
Match Group COM 57667L107 43,912 290,445 SH   SOLE   117,450 0 172,995
Mcdonalds COM 580135101 1,977 9,216 SH   SOLE   0 0 9,216
Mercadolibre Inc COM 58733R102 497 297 SH   SOLE   0 0 297
Microsoft Corp COM 594918104 3,539 15,912 SH   SOLE   782 0 15,130
Nestle S A Reg B ADR COM 641069406 2,194 18,628 SH   SOLE   0 0 18,628
Nvidia Corp COM 67066G104 18,495 35,417 SH   SOLE   18,000 0 17,417
Paypal Holdings COM 70450Y103 21,689 92,610 SH   SOLE   38,404 0 54,206
Pepsico Inc COM 713448108 2,434 16,415 SH   SOLE   16 0 16,399
Perkinelmer Inc COM 714046109 32,926 229,451 SH   SOLE   95,292 0 134,159
Phillips 66 COM 718546104 2,448 35,009 SH   SOLE   414 0 34,594
Pluralsight Inc COM 72941B106 306 14,600 SH   SOLE   0 0 14,600
Raytheon Technologies COM 75513E101 18,553 259,457 SH   SOLE   98,311 0 161,146
Restaurant Brands Int'l COM 76131D103 2,981 48,781 SH   SOLE   0 0 48,781
S&P Global Inc COM 78409V104 43,259 131,595 SH   SOLE   57,156 0 74,439
SPDR S&P 500 COM 78462F103 4,206 11,252 SH   SOLE   8,575 0 2,677
Sherwin Williams Co COM 824348106 36,482 49,641 SH   SOLE   20,581 0 29,060
Starbucks COM 855244109 602 5,635 SH   SOLE   35 0 5,600
Steris Plc COM G8473T100 47,614 251,210 SH   SOLE   105,439 0 145,770
TJX Companies COM 872540109 50,837 744,432 SH   SOLE   324,336 0 420,095
Taiwan Semi Manuf Co COM 874039100 363 3,335 SH   SOLE   0 0 3,335
Take-Two Interactive COM 874054109 56,402 271,438 SH   SOLE   107,664 0 163,774
Teleflex Inc COM 879369106 12,261 29,791 SH   SOLE   15,535 0 14,256
Thermo Fisher Scientific COM 883556102 57,793 124,079 SH   SOLE   50,230 0 73,848
Ulta Beauty Inc COM 90384S303 49,918 173,835 SH   SOLE   72,693 0 101,142
Union Pacific COM 907818108 516 2,479 SH   SOLE   1 0 2,478
United Parcel Service Inc COM 911312106 2,271 13,485 SH   SOLE   0 0 13,485
Verizon Commun COM 92343V104 2,504 42,631 SH   SOLE   0 0 42,631
Visa COM 92826C839 44,856 205,075 SH   SOLE   74,067 0 131,007
WEC Energy Group COM 92939U106 1,386 15,061 SH   SOLE   0 0 15,061
Walgreens Boots Allnc COM 931427108 257 6,458 SH   SOLE   0 0 6,458
Walt Disney Co COM 254687106 78,798 434,919 SH   SOLE   180,712 0 254,206
Wells Fargo & Co COM 949746101 238 7,901 SH   SOLE   0 0 7,901
Wex Inc COM 96208T104 257 1,263 SH   SOLE   0 0 1,263
Yum China Holdings Inc COM 98850P109 348 6,100 SH   SOLE   0 0 6,100
Zebra Technologies COM 989207105 57,316 149,134 SH   SOLE   63,841 0 85,293
Zions Bancorp COM 989701107 826 19,035 SH   SOLE   0 0 19,035
Zoetis Inc COM 98978V103 30,379 183,563 SH   SOLE   72,793 0 110,769