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 6,025,905 21,658 SH SOLE 0 0 21,658
ALPHABET INC CAP STK CL A 02079K305 19,383,059 56,333 SH SOLE 0 0 56,333
AMAZON COM INC COM 023135106 1,906,496 7,652 SH SOLE 0 0 7,652
AMETEK INC COM 031100100 11,520,188 46,503 SH SOLE 0 0 46,503
AMPHENOL CORP CL A 032095101 16,814,731 199,463 SH SOLE 0 0 199,463
AON PLC SHS CL A G0403H108 5,783,386 20,896 SH SOLE 0 0 20,896
APPLE INC COM 037833100 16,971,751 50,963 SH SOLE 0 0 50,963
ARCH CAP GROUP LTD ORD G0450A105 6,603,278 71,495 SH SOLE 0 0 71,495
ASTRAZENECA PLC ORD G0593M107 691,415 4,282 SH SOLE 0 0 4,282
AUTOMATIC DATA PROCESSING IN COM 053015103 5,981,057 23,177 SH SOLE 0 0 23,177
BERKSHIRE HATHAWAY INC DEL CL A 084670108 2,241,015 3 SH SOLE 0 0 3
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 597,540 1,200 SH SOLE 0 0 1,200
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,116,101 6,928 SH SOLE 0 0 6,928
CADENCE DESIGN SYSTEM INC COM 127387108 7,835,621 23,731 SH SOLE 0 0 23,731
CHEVRON CORPORATION COM 166764100 721,270 3,532 SH SOLE 0 0 3,532
CHIPOTLE MEXICAN GRILL INC COM 169656105 428,194 13,402 SH SOLE 0 0 13,402
CHURCH & DWIGHT CO INC COM 171340102 671,318 7,125 SH SOLE 0 0 7,125
CINTAS CORP COM 172908105 8,679,195 44,495 SH SOLE 0 0 44,495
COCA COLA CO COM 191216100 245,328 2,850 SH SOLE 0 0 2,850
COSTCO WHOLESALE CORPORATION COM 22160K105 9,858,982 10,830 SH SOLE 0 0 10,830
CSX CORP COM 126408103 265,107 5,700 SH SOLE 0 0 5,700
CUMMINS INC COM 231021106 611,619 1,184 SH SOLE 0 0 1,184
DANAHER CORP DEL COM 235851102 242,597 1,095 SH SOLE 0 0 1,095
DARDEN RESTAURANTS INC COM 237194105 579,750 3,000 SH SOLE 0 0 3,000
DNP SELECT INCOME FD INC COM 23325P104 225,890 23,604 SH SOLE 0 0 23,604
EATON CORP PLC SHS G29183103 4,811,463 11,197 SH SOLE 0 0 11,197
ELI LILLY & CO COM 532457108 14,670,617 12,679 SH SOLE 0 0 12,679
EXXONMOBIL HOLDINGS CORP COM SHS 30233Q108 1,169,033 7,183 SH SOLE 0 0 7,183
FEDERAL SIGNAL CORP COM 313855108 8,436,769 76,151 SH SOLE 0 0 76,151
FORTINET INC COM 34959E109 14,522,641 81,241 SH SOLE 0 0 81,241
GALLAGHER ARTHUR J & CO COM 363576109 4,778,220 20,947 SH SOLE 0 0 20,947
HCA HEALTHCARE INC COM 40412C101 504,407 1,182 SH SOLE 0 0 1,182
HEICO CORP NEW COM 422806109 11,846,152 39,073 SH SOLE 0 0 39,073
HOME DEPOT INC COM 437076102 3,294,110 11,579 SH SOLE 0 0 11,579
IDEXX LABS INC COM 45168D104 8,673,054 16,609 SH SOLE 0 0 16,609
ILLINOIS TOOL WKS INC COM 452308109 6,452,325 25,079 SH SOLE 0 0 25,079
INGERSOLL RAND INC COM 45687V106 5,074,732 67,564 SH SOLE 0 0 67,564
INTEL CORP COM 458140100 3,847,360 32,000 SH SOLE 0 0 32,000
INTUIT COM 461202103 924,456 3,353 SH SOLE 0 0 3,353
INTUITIVE SURGICAL INC COM NEW 46120E602 6,222,252 15,302 SH SOLE 0 0 15,302
ISHARES TR U.S. TECH ETF 464287721 761,588 2,875 SH SOLE 0 0 2,875
JPMORGAN CHASE & CO COM 46625H100 528,336 1,597 SH SOLE 0 0 1,597
LAM RESEARCH CORP COM NEW 512807306 20,906,048 63,639 SH SOLE 0 0 63,639
LINDE PLC SHS G54950103 7,497,571 15,796 SH SOLE 0 0 15,796
LOEWS CORP COM 540424108 1,253,160 12,000 SH SOLE 0 0 12,000
MARRIOTT INTL INC NEW CL A 571903202 646,608 1,818 SH SOLE 0 0 1,818
MASTERCARD INCORPORATED CL A 57636Q104 14,186,014 25,724 SH SOLE 0 0 25,724
MICROSOFT CORP COM 594918104 15,364,432 29,956 SH SOLE 0 0 29,956
MONOLITHIC PWR SYS INC COM 609839105 12,197,730 9,054 SH SOLE 0 0 9,054
MONSTER BEVERAGE CORP NEW COM 61174X109 10,275,146 246,880 SH SOLE 0 0 246,880
MOODYS CORP COM 615369105 6,445,467 14,193 SH SOLE 0 0 14,193
MOTOROLA SOLUTIONS INC COM NEW 620076307 8,838,679 19,819 SH SOLE 0 0 19,819
NVIDIA CORPORATION COM 67066G104 12,640,165 55,347 SH SOLE 0 0 55,347
OREILLY AUTOMOTIVE INC COM 67103H107 8,577,214 100,424 SH SOLE 0 0 100,424
PARKER-HANNIFIN CORP COM 701094104 9,573,308 10,020 SH SOLE 0 0 10,020
PAYCHEX INC COM 704326107 290,575 2,950 SH SOLE 0 0 2,950
PRICE T ROWE GROUP INC COM 74144T108 358,973 3,450 SH SOLE 0 0 3,450
QUANTA SVCS INC COM 74762E102 11,260,630 17,526 SH SOLE 0 0 17,526
S&P GLOBAL INC COM 78409V104 6,539,524 16,578 SH SOLE 0 0 16,578
SHERWIN WILLIAMS CO COM 824348106 8,091,448 25,030 SH SOLE 0 0 25,030
STERIS PLC SHS USD G8473T100 8,351,258 39,766 SH SOLE 0 0 39,766
STRYKER CORPORATION COM 863667101 5,910,696 21,463 SH SOLE 0 0 21,463
THERMO FISHER SCIENTIFIC INC COM 883556102 14,438,644 21,389 SH SOLE 0 0 21,389
TJX COS INC NEW COM 872540109 3,868,083 29,235 SH SOLE 0 0 29,235
VULCAN MATLS CO COM 929160109 904,152 3,696 SH SOLE 0 0 3,696
WALMART INC COM 931142103 4,581,625 44,088 SH SOLE 0 0 44,088
WASTE CONNECTIONS INC COM 94106B101 5,460,513 35,474 SH SOLE 0 0 35,474
WATERS CORP COM 941848103 6,328,974 14,404 SH SOLE 0 0 14,404
WD 40 CO COM 929236107 302,955 1,500 SH SOLE 0 0 1,500
WW GRAINGER INC COM 384802104 7,717,483 6,195 SH SOLE 0 0 6,195