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 345 4,562 SH   SOLE   37 0 4,525
Alaska Air Group COM 011659109 206 3,187 SH   SOLE   797 0 2,390
Alphabet Inc Cl A COM 02079K305 86,566 70,890 SH   SOLE   24,482 0 46,408
Alphabet Inc Cl C COM 02079K107 961 789 SH   SOLE   517 0 272
Amazon.com Inc COM 023135106 1,857 1,070 SH   SOLE   256 0 814
Ambev SA COM 02319V103 66 14,315 SH   SOLE   0 0 14,315
American Water Works COM 030420103 449 3,616 SH   SOLE   3,616 0 0
Amgen Inc COM 031162100 379 1,962 SH   SOLE   1,962 0 0
Amphenol Corp Cl A COM 032095101 40,776 422,557 SH   SOLE   158,709 0 263,848
Apple Inc COM 037833100 107,764 481,156 SH   SOLE   172,315 0 308,841
Becton Dickinson & Co COM 075887109 39,933 157,863 SH   SOLE   50,571 0 107,292
Berkshire Hthwy Cl A COM 084670108 3,741 12 SH   SOLE   0 0 12
Berkshire Hthwy Cl B COM 084670702 19,420 93,359 SH   SOLE   34,195 0 59,164
Biogen Inc COM 09062X103 298 1,284 SH   SOLE   1,209 0 75
Boeing Co COM 097023105 1,080 2,838 SH   SOLE   653 0 2,185
Booking Holdings COM 09857L108 68,538 34,922 SH   SOLE   11,955 0 22,967
Broadridge Fin'l Solutns COM 11133T103 39,826 320,070 SH   SOLE   118,759 0 201,311
CDW Corp COM 12514G108 269 2,183 SH   SOLE   45 0 2,138
CVS Health Corp COM 126650100 31,494 499,361 SH   SOLE   177,471 0 321,890
Check Point Software COM M22465104 12,591 114,990 SH   SOLE   48,143 0 66,847
Chevron Corp New COM 166764100 1,825 15,391 SH   SOLE   0 0 15,391
Choice Hotels Int'l COM 169905106 238 2,685 SH   SOLE   65 0 2,620
Chubb Corp COM H1467J104 393 2,435 SH   SOLE   1,515 0 920
Cisco Systems Inc COM 17275R102 2,243 45,415 SH   SOLE   0 0 45,415
Cognizant Tech Solutns COM 192446102 417 6,920 SH   SOLE   2,500 0 4,420
Conocophillips COM 20825c104 257 4,520 SH   SOLE   0 0 4,520
Constellation Brands COM 21036P108 14,400 69,475 SH   SOLE   24,621 0 44,854
Cummins Inc COM 231021106 1,734 10,665 SH   SOLE   437 0 10,228
Del Taco Restaurants COM 245496104 126 12,400 SH   SOLE   0 0 12,400
Dollar Tree Stores COM 256746108 55,127 482,900 SH   SOLE   161,677 0 321,223
Dunkin Brands Group COM 265504100 275 3,470 SH   SOLE   75 0 3,395
Ecolab Inc COM 278865100 1,145 5,785 SH   SOLE   2,955 0 2,830
Estee Lauder Company COM 518439104 531 2,673 SH   SOLE   2,673 0 0
Expedia Group COM 30212P303 36,105 268,618 SH   SOLE   73,891 0 194,727
Facebook Inc COM 30303M102 67,940 381,514 SH   SOLE   131,847 0 249,667
Fastenal Company COM 311900104 204 6,255 SH   SOLE   130 0 6,125
Fleetcor Technologies COM 339041105 12,950 45,160 SH   SOLE   20,852 0 24,308
Fortune Brnds Hme&Sec COM 34964C106 22,878 418,263 SH   SOLE   162,735 0 255,528
Home Depot Inc COM 437076102 45,943 198,014 SH   SOLE   52,557 0 145,457
IAA Inc COM 449253103 10,879 260,717 SH   SOLE   78,256 0 182,461
Ingredion Inc COM 457187102 1,427 17,465 SH   SOLE   0 0 17,465
Int'l Business Machines COM 459200101 1,507 10,369 SH   SOLE   0 0 10,369
Intuit Inc COM 461202103 11,960 44,973 SH   SOLE   22,713 0 22,260
JP Morgan Chase COM 46625H100 4,558 38,736 SH   SOLE   1,290 0 37,446
Johnson & Johnson COM 478160104 282 2,184 SH   SOLE   1,350 0 834
Kar Auction Services COM 48238T109 14,063 572,849 SH   SOLE   158,866 0 413,983
Keurig Dr Pepper COM 49271V100 751 27,500 SH   SOLE   27,500 0 0
Kimberly-Clark COM 494368103 1,447 10,191 SH   SOLE   189 0 10,002
Kroger Co COM 501044101 1,948 75,565 SH   SOLE   926 0 74,639
Littelfuse Inc COM 537008104 9,068 51,142 SH   SOLE   25,004 0 26,138
Lowes Companies COM 548661107 13,980 127,145 SH   SOLE   61,139 0 66,006
Markel Corp COM 570535104 22,618 19,137 SH   SOLE   7,444 0 11,693
Marriott Int'l Inc New COM 571903202 396 3,185 SH   SOLE   2,785 0 400
Mastercard Inc COM 57636Q104 54,301 199,954 SH   SOLE   72,913 0 127,041
Mcdonalds COM 580135101 1,991 9,277 SH   SOLE   385 0 8,892
Microsoft Corp COM 594918104 4,443 31,959 SH   SOLE   16,241 0 15,718
Middleby Corp Com COM 596278101 30,476 260,703 SH   SOLE   88,192 0 172,511
NV5 Global COM 62945V109 240 3,521 SH   SOLE   90 0 3,431
Nestle S A Reg B ADR COM 641069406 1,797 16,585 SH   SOLE   0 0 16,585
Nike Inc COM 654106103 438 4,674 SH   SOLE   4,674 0 0
Nvidia Corp COM 67066G104 6,638 38,134 SH   SOLE   18,385 0 19,749
Oracle Corporation COM 68389x105 1,386 25,187 SH   SOLE   25,107 0 80
Pepsico Inc COM 713448108 2,237 16,316 SH   SOLE   2,127 0 14,189
Pfizer COM 717081103 203 5,653 SH   SOLE   2,660 0 2,993
Phillips 66 COM 718546104 38,609 377,044 SH   SOLE   127,629 0 249,414
Pluralsight Inc COM 72941B106 245 14,600 SH   SOLE   0 0 14,600
Procter & Gamble Co COM 742718109 270 2,175 SH   SOLE   1,920 0 255
Roper Industries COM 776696106 428 1,202 SH   SOLE   1,202 0 0
Royal Bank of Canada COM 780087102 1,793 22,101 SH   SOLE   0 0 22,101
S&P Global Inc COM 78409V104 32,092 130,999 SH   SOLE   46,007 0 84,992
SEI Investments Co COM 784117103 215 3,640 SH   SOLE   80 0 3,560
Sherwin Williams Co COM 824348106 44,235 80,446 SH   SOLE   28,122 0 52,324
Stanley Black & Decker COM 854502101 341 2,364 SH   SOLE   2,364 0 0
Starbucks COM 855244109 1,240 14,025 SH   SOLE   8,085 0 5,940
TJX Companies COM 872540109 48,081 862,603 SH   SOLE   329,108 0 533,495
Texas Instruments COM 882508104 462 3,576 SH   SOLE   3,576 0 0
Thermo Fisher Scientific COM 883556102 50,105 172,025 SH   SOLE   58,498 0 113,527
Ulta Beauty Inc COM 90384S303 28,496 113,692 SH   SOLE   36,389 0 77,303
Union Pacific COM 907818108 34,498 212,979 SH   SOLE   76,826 0 136,153
United Parcel Service Inc COM 911312106 2,042 17,049 SH   SOLE   1,901 0 15,148
United Technologies COM 913017109 27,071 198,297 SH   SOLE   61,076 0 137,221
VF Corp COM 918204108 273 3,075 SH   SOLE   3,075 0 0
Verizon Commun COM 92343v104 2,437 40,378 SH   SOLE   900 0 39,478
Visa COM 92826C839 39,592 230,177 SH   SOLE   65,065 0 165,112
WEC Energy Group COM 92939U106 1,514 15,925 SH   SOLE   2,114 0 13,811
Walgreens Boots Allnc COM 931427108 22,017 398,083 SH   SOLE   108,799 0 289,284
Walt Disney Co COM 254687106 49,708 381,432 SH   SOLE   125,675 0 255,757
Wells Fargo & Co COM 949746101 32,918 652,623 SH   SOLE   233,668 0 418,954
Western Alliance Banc COM 957638109 8,663 188,000 SH   SOLE   93,228 0 94,772
Wex Inc COM 96208T104 231 1,145 SH   SOLE   30 0 1,115
Yum China Holdings Inc COM 98850P109 227 5,005 SH   SOLE   0 0 5,005
Zebra Technologies COM 989207105 31,187 151,122 SH   SOLE   52,625 0 98,497
Zoetis Inc COM 98978V103 26,377 211,714 SH   SOLE   63,890 0 147,824