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
Expires: July 31, 2015
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
AIR PRODUCTS AND CHEMICALS I COM 009158106 6,891,196 23,505 SH SOLE 0 0 23,505
ALPHABET INC CAP STK CL A 02079K305 20,186,402 56,486 SH SOLE 0 0 56,486
AMETEK INC COM 031100100 11,090,772 45,841 SH SOLE 0 0 45,841
AMPHENOL CORP CL A 032095101 18,791,304 106,575 SH SOLE 0 0 106,575
AON PLC SHS CL A G0403H108 7,814,285 23,559 SH SOLE 0 0 23,559
APPLE INC COM 037833100 15,020,434 51,909 SH SOLE 0 0 51,909
ARCH CAP GROUP LTD ORD G0450A105 6,827,977 70,348 SH SOLE 0 0 70,348
AUTOMATIC DATA PROCESSING IN COM 053015103 5,295,522 23,646 SH SOLE 0 0 23,646
AUTOZONE INC COM 053332102 207,736 65 SH SOLE 0 0 65
BERKSHIRE HATHAWAY INC DEL CL A 084670108 2,246,550 3 SH SOLE 0 0 3
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 600,468 1,200 SH SOLE 0 0 1,200
CADENCE DESIGN SYSTEM INC COM 127387108 9,345,093 24,899 SH SOLE 0 0 24,899
CHEVRON CORPORATION COM 166764100 593,752 3,582 SH SOLE 0 0 3,582
CHIPOTLE MEXICAN GRILL INC COM 169656105 530,298 15,597 SH SOLE 0 0 15,597
CHURCH & DWIGHT CO INC COM 171340102 862,038 8,898 SH SOLE 0 0 8,898
CINTAS CORP COM 172908105 7,478,418 43,970 SH SOLE 0 0 43,970
COCA COLA CO COM 191216100 231,620 2,850 SH SOLE 0 0 2,850
COSTCO WHOLESALE CORPORATION COM 22160K105 10,122,721 10,821 SH SOLE 0 0 10,821
CSX CORP COM 126408103 270,921 5,700 SH SOLE 0 0 5,700
DANAHER CORP DEL COM 235851102 210,671 1,106 SH SOLE 0 0 1,106
DARDEN RESTAURANTS INC COM 237194105 618,030 3,000 SH SOLE 0 0 3,000
DNP SELECT INCOME FD INC COM 23325P104 254,687 23,604 SH SOLE 0 0 23,604
EATON CORP PLC SHS G29183103 3,903,259 9,160 SH SOLE 0 0 9,160
ELI LILLY & CO COM 532457108 15,374,294 12,818 SH SOLE 0 0 12,818
EXXON MOBIL CORP COM 30231G102 988,896 7,233 SH SOLE 0 0 7,233
FEDERAL SIGNAL CORP COM 313855108 9,607,711 74,774 SH SOLE 0 0 74,774
FORTINET INC COM 34959E109 14,040,868 91,400 SH SOLE 0 0 91,400
GALLAGHER ARTHUR J & CO COM 363576109 3,748,878 16,330 SH SOLE 0 0 16,330
HEICO CORP NEW COM 422806109 14,276,451 40,081 SH SOLE 0 0 40,081
HOME DEPOT INC COM 437076102 7,064,886 20,032 SH SOLE 0 0 20,032
IDEXX LABS INC COM 45168D104 8,753,118 16,627 SH SOLE 0 0 16,627
ILLINOIS TOOL WKS INC COM 452308109 6,604,877 24,420 SH SOLE 0 0 24,420
INGERSOLL RAND INC COM 45687V106 5,347,634 65,223 SH SOLE 0 0 65,223
INTEL CORP COM 458140100 4,468,160 32,000 SH SOLE 0 0 32,000
INTUIT COM 461202103 889,227 3,407 SH SOLE 0 0 3,407
INTUITIVE SURGICAL INC COM NEW 46120E602 7,240,560 18,207 SH SOLE 0 0 18,207
ISHARES TR U.S. TECH ETF 464287721 725,161 2,875 SH SOLE 0 0 2,875
JPMORGAN CHASE & CO COM 46625H100 540,422 1,651 SH SOLE 0 0 1,651
LAM RESEARCH CORP COM NEW 512807306 31,978,454 73,797 SH SOLE 0 0 73,797
LEIDOS HOLDINGS INC COM 525327102 643,665 6,251 SH SOLE 0 0 6,251
LINDE PLC SHS G54950103 8,098,578 15,606 SH SOLE 0 0 15,606
LOEWS CORP COM 540424108 1,358,520 12,000 SH SOLE 0 0 12,000
MARRIOTT INTL INC NEW CL A 571903202 673,733 1,818 SH SOLE 0 0 1,818
MASTERCARD INCORPORATED CL A 57636Q104 12,509,755 24,357 SH SOLE 0 0 24,357
MICROSOFT CORP COM 594918104 10,233,804 27,435 SH SOLE 0 0 27,435
MONOLITHIC PWR SYS INC COM 609839105 14,239,690 10,301 SH SOLE 0 0 10,301
MONSTER BEVERAGE CORP NEW COM 61174X109 11,951,657 124,341 SH SOLE 0 0 124,341
MOODYS CORP COM 615369105 6,227,650 13,750 SH SOLE 0 0 13,750
MOTOROLA SOLUTIONS INC COM NEW 620076307 7,919,165 19,069 SH SOLE 0 0 19,069
NVIDIA CORPORATION COM 67066G104 11,313,904 56,544 SH SOLE 0 0 56,544
OREILLY AUTOMOTIVE INC COM 67103H107 9,309,654 101,093 SH SOLE 0 0 101,093
PARKER-HANNIFIN CORP COM 701094104 10,868,869 11,112 SH SOLE 0 0 11,112
PAYCHEX INC COM 704326107 290,074 2,950 SH SOLE 0 0 2,950
PRICE T ROWE GROUP INC COM 74144T108 392,231 3,450 SH SOLE 0 0 3,450
QUANTA SVCS INC COM 74762E102 14,127,905 19,621 SH SOLE 0 0 19,621
S&P GLOBAL INC COM 78409V104 6,661,552 16,357 SH SOLE 0 0 16,357
SHERWIN WILLIAMS CO COM 824348106 8,745,039 25,398 SH SOLE 0 0 25,398
STERIS PLC SHS USD G8473T100 8,441,751 40,090 SH SOLE 0 0 40,090
STRYKER CORPORATION COM 863667101 6,813,767 21,642 SH SOLE 0 0 21,642
THERMO FISHER SCIENTIFIC INC COM 883556102 10,458,370 20,860 SH SOLE 0 0 20,860
TJX COS INC NEW COM 872540109 5,224,629 34,486 SH SOLE 0 0 34,486
WALMART INC COM 931142103 5,078,239 44,837 SH SOLE 0 0 44,837
WASTE CONNECTIONS INC COM 94106B101 5,838,651 35,027 SH SOLE 0 0 35,027
WATERS CORP COM 941848103 2,781,672 7,417 SH SOLE 0 0 7,417
WATSCO INC COM 942622200 4,800,313 11,519 SH SOLE 0 0 11,519
WD 40 CO COM 929236107 365,460 1,500 SH SOLE 0 0 1,500
WW GRAINGER INC COM 384802104 9,351,390 6,874 SH SOLE 0 0 6,874