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

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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AT&T COM 00206R102   3,019,722 189,324 SH   SOLE   149,308 0 40,015
AbbVie Inc COM 00287Y109   486,375 3,610 SH   SOLE   3,435 0 175
Accenture Plc COM G1151C101   32,591,071 105,616 SH   SOLE   72,180 0 33,436
Adobe Inc COM 00724F101   65,097,755 133,126 SH   SOLE   93,677 0 39,449
Alibaba Group COM 01609W102   259,551 3,114 SH   SOLE   1,939 0 1,175
Alphabet Inc Cl A COM 02079K305   98,061,292 819,225 SH   SOLE   578,327 0 240,898
Alphabet Inc Cl C COM 02079K107   683,480 5,650 SH   SOLE   5,600 0 50
Amazon.com Inc COM 023135106   19,567,427 150,103 SH   SOLE   115,320 0 34,783
American Tower Corp COM 03027X100   2,877,326 14,836 SH   SOLE   11,755 0 3,081
Amphenol Corp COM 032095101   45,674,273 537,660 SH   SOLE   378,251 0 159,408
Apple Inc COM 037833100   100,360,900 517,404 SH   SOLE   365,138 0 152,266
Autodesk Inc COM 052769106   37,057,530 181,113 SH   SOLE   126,904 0 54,209
Berkshire Hthwy Cl A COM 084670108   517,810 1 SH   SOLE   0 0 1
Boeing Co COM 097023105   1,124,169 5,323 SH   SOLE   4,410 0 913
Booking Holdings COM 09857L108   40,283,522 14,918 SH   SOLE   10,614 0 4,304
Booz Allen Hamilton Hld COM 099502106   2,697,083 24,167 SH   SOLE   18,820 0 5,347
Broadridge Fin'l Solutns COM 11133T103   19,603,320 118,356 SH   SOLE   79,003 0 39,352
CDW Corp COM 12514G108   200,932 1,095 SH   SOLE   732 0 363
CVS Health Corp COM 126650100   2,127,846 30,780 SH   SOLE   23,771 0 7,008
Chevron Corp New COM 166764100   787,990 5,007 SH   SOLE   4,014 0 993
Cintas Corp COM 172908105   12,184,462 24,512 SH   SOLE   18,945 0 5,567
Cisco Systems Inc COM 17275R102   2,732,307 52,808 SH   SOLE   41,557 0 11,251
Conocophillips COM 20825c104   321,191 3,100 SH   SOLE   1,500 0 1,600
Constellation Brands COM 21036P108   4,305,959 17,494 SH   SOLE   13,959 0 3,535
Copart Inc COM 217204106   13,159,961 144,282 SH   SOLE   111,582 0 32,700
Deere & Co COM 244199105   263,373 650 SH   SOLE   500 0 150
Devon Energy Corp New COM 25179M103   203,028 4,200 SH   SOLE   2,000 0 2,200
Dollar General Corp COM 256677105   27,734,705 163,356 SH   SOLE   115,468 0 47,888
Dollar Tree Stores COM 256746108   885,395 6,170 SH   SOLE   5,130 0 1,040
Dominos Pizza Inc COM 25754A201   373,632 1,108 SH   SOLE   755 0 353
Ecolab Inc COM 278865100   280,035 1,500 SH   SOLE   1,500 0 0
Extra Space Storage COM 30225T102   1,929,208 12,960 SH   SOLE   10,123 0 2,837
Fiserv Inc COM 337738108   51,705,037 409,869 SH   SOLE   288,555 0 121,314
Fleetcor Technologies COM 339041105   12,660,457 50,424 SH   SOLE   39,252 0 11,172
GoDaddy Inc COM 380237107   10,893,474 144,995 SH   SOLE   113,640 0 31,355
Guardian Cap Group COM 401339304   1,173,736 37,000 SH   SOLE   23,000 0 14,000
HDFC Bank Ltd COM 40415F101   216,976 3,113 SH   SOLE   1,970 0 1,143
Home Depot Inc COM 437076102   44,935,947 144,656 SH   SOLE   98,974 0 45,681
Icon Plc COM G4705A100   27,162,087 108,561 SH   SOLE   74,479 0 34,081
Idexx Laboratories COM 45168D104   6,959,903 13,858 SH   SOLE   10,736 0 3,122
Infosys Ltd COM 456788108   195,812 12,185 SH   SOLE   7,722 0 4,463
Intuit Inc COM 461202103   35,652,983 77,812 SH   SOLE   55,911 0 21,901
JP Morgan Chase COM 46625H100   3,861,041 26,547 SH   SOLE   20,677 0 5,870
Johnson & Johnson COM 478160104   3,379,707 20,418 SH   SOLE   15,941 0 4,477
Kroger Co COM 501044101   600,714 12,781 SH   SOLE   6,597 0 6,183
Lockheed Martin Corp COM 539830109   1,722,276 3,740 SH   SOLE   2,930 0 810
Lowes Companies COM 548661107   16,378,679 72,568 SH   SOLE   56,614 0 15,953
Magazine Luiza SA ADR COM 559045109   66,828 24,660 SH   SOLE   15,673 0 8,987
Markel Group Inc COM 570535104   43,090,206 31,153 SH   SOLE   21,731 0 9,422
Mastercard Inc COM 57636Q104   50,054,772 127,268 SH   SOLE   90,615 0 36,653
Match Group COM 57667L107   603,058 14,410 SH   SOLE   11,145 0 3,265
Mcdonalds COM 580135101   2,995,256 10,037 SH   SOLE   8,049 0 1,988
Mercadolibre Inc COM 58733R102   316,288 267 SH   SOLE   168 0 99
Meta Platforms Inc COM 30303M102   1,083,062 3,774 SH   SOLE   2,346 0 1,428
Microsoft Corp COM 594918104   63,653,652 186,919 SH   SOLE   127,008 0 59,911
Napco Security Tech COM 630402105   10,422,377 300,790 SH   SOLE   233,922 0 66,867
Nestle S A Reg B ADR COM 641069406   3,232,962 26,863 SH   SOLE   20,992 0 5,871
Nvidia Corp COM 67066G104   21,665,531 51,216 SH   SOLE   39,997 0 11,218
Paypal Holdings COM 70450Y103   23,453,993 351,476 SH   SOLE   249,631 0 101,845
Pepsico Inc COM 713448108   2,620,136 14,146 SH   SOLE   11,329 0 2,817
Phillips 66 COM 718546104   3,629,490 38,052 SH   SOLE   30,401 0 7,651
Pool Corp COM 73278L105   8,921,726 23,814 SH   SOLE   18,546 0 5,267
RTX Corp COM 75513E101   18,980,936 193,762 SH   SOLE   128,605 0 65,156
Restaurant Brands Int'l COM 76131D103   36,313,643 468,442 SH   SOLE   324,646 0 143,796
S&P Global Inc COM 78409V104   44,185,132 110,217 SH   SOLE   79,195 0 31,022
SPDR S&P 500 COM 78462F103   1,273,100 2,872 SH   SOLE   2,872 0 0
Sherwin Williams Co COM 824348106   31,292,370 117,853 SH   SOLE   83,996 0 33,856
Starbucks COM 855244109   396,240 4,000 SH   SOLE   4,000 0 0
Steris Plc COM G8473T100   529,827 2,355 SH   SOLE   1,403 0 952
TJX Companies COM 872540109   47,402,126 559,053 SH   SOLE   395,142 0 163,911
Taiwan Semi Manuf Co COM 874039100   348,678 3,455 SH   SOLE   2,175 0 1,280
Take-Two Interactive COM 874054109   42,309,162 287,504 SH   SOLE   200,429 0 87,075
Teleflex Inc COM 879369106   7,252,346 29,964 SH   SOLE   22,930 0 7,034
Tencent Holdings Adr COM 88032Q109   294,285 6,926 SH   SOLE   4,361 0 2,565
Thermo Fisher Sci COM 883556102   46,063,681 88,286 SH   SOLE   62,423 0 25,863
Ulta Beauty Inc COM 90384S303   652,715 1,387 SH   SOLE   660 0 727
Union Pacific COM 907818108   1,743,925 8,522 SH   SOLE   6,823 0 1,699
United Health Group COM 91324P102   37,178,579 77,352 SH   SOLE   55,203 0 22,148
United Parcel Service COM 911312106   2,806,953 15,659 SH   SOLE   12,612 0 3,046
Verizon Commun COM 92343V104   3,395,691 91,306 SH   SOLE   71,805 0 19,501
Visa Inc COM 92826C839   37,849,355 159,379 SH   SOLE   111,963 0 47,416
WEC Energy Group COM 92939U106   2,309,403 26,171 SH   SOLE   20,554 0 5,617
WEG SA COM 94858P209   130,910 16,550 SH   SOLE   10,420 0 6,130
Walt Disney Co COM 254687106   35,558,262 398,278 SH   SOLE   275,830 0 122,447
Yum Brands Inc COM 988498101   203,246 1,466 SH   SOLE   908 0 558
Yum China Holdings Inc COM 98850P109   338,337 5,988 SH   SOLE   4,488 0 1,500
Zebra Technologies COM 989207105   35,926,926 121,444 SH   SOLE   86,232 0 35,212
Zions Bancorp COM 989701107   904,108 33,660 SH   SOLE   21,605 0 12,054
Zoetis Inc COM 98978V103   30,431,144 176,709 SH   SOLE   121,858 0 54,851