Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
BRK/A	BERKSHIRE HATHAWAY A	266	$79.56M	21.8%	$299101.50	$166609.89	+79.5%	COM	084670108
AAPL	APPLE INC	104,027	$17.45M	4.8%	$167.78 *	$18.56	+112.6%	COM	037833100
NVDA	NVIDIA CORP	56,778	$13.15M	3.6%	$231.59 *	$2.36	+143.2%	COM	67066G104
BRK/B	BERKSHIRE HATHAWAY B NEW CLASS	55,610	$11.09M	3.0%	$199.48	$114.87	+73.7%	COM	084670702
WMT	WALMART INC	118,907	$10.58M	2.9%	$88.97 *	$19.98	+31.3%	COM	931142103
GOOGL	ALPHABET INC CL A	10,099	$10.47M	2.9%	$1037.13 *	$36.38	+41.5%	COM	02079K305
MSFT	MICROSOFT CORP	101,118	$9.229M	2.5%	$91.27 *	$59.82	+41.0%	COM	594918104
ZG	ZILLOW GROUP INC CLASS A	168,687	$9.109M	2.5%	$54.00	$29.41	+83.6%	COM	98954M101
NVCR	NOVOCURE LIMITED	404,052	$8.808M	2.4%	$21.80	$13.82	+57.8%	COM	G6674U108
ORLY	O REILLY AUTOMOTIVE INC	34,622	$8.565M	2.3%	$247.39 *	$7.37	+123.7%	COM	67103H107
—	VISA INC CLASS A	68,023	$8.137M	2.2%	$119.62	$75.91	—	COM	92826c839
ITW	ILLINOIS TOOL WORKS INC	48,933	$7.666M	2.1%	$156.66 *	$55.99	+131.8%	COM	452308109
MAR	MARRIOTT INTL INC CL A	50,546	$6.873M	1.9%	$135.98 *	$77.52	+64.5%	COM	571903202
—	GLOBAL PAYMENTS	60,726	$6.772M	1.9%	$111.52	$103.22	—	COM	37940x102
—	CTRIP.COM INTERNATIONAL LTD AD	143,869	$6.707M	1.8%	$46.62	$45.29	—	COM	22943f100
AMZN	AMAZON COM INC	4,618	$6.684M	1.8%	$1447.38 *	$52.78	+37.1%	COM	023135106
MIDD	MIDDLEBY CORP	51,206	$6.339M	1.7%	$123.79	$83.64	+48.0%	COM	596278101
BABA	ALIBABA GROUP HLDG ADR FSPONSO	31,290	$5.743M	1.6%	$183.54	$148.24	+23.8%	COM	01609W102
—	GOLDMAN SACHS GROUP INC	21,845	$5.502M	1.5%	$251.87	$165.91	—	COM	38141g104
BIDU	BAIDU.COM	21,404	$4.777M	1.3%	$223.18	$232.68	-4.1%	COM	056752108
HD	HOME DEPOT INC	26,160	$4.663M	1.3%	$178.25 *	$74.04	+99.3%	COM	437076102
AFL	A F L A C INC	99,196	$4.341M	1.2%	$43.76 *	$27.85	+31.0%	COM	001055102
TCEHY	TENCENT HOLDINGS SPONSORED ADR	78,466	$4.181M	1.1%	$53.28	$50.22	+6.1%	COM	88032Q109
—	CASTLE BRANDS INC	3,012,627	$3.736M	1.0%	$1.24	$1.13	—	COM	148435100
—	PRAXAIR INC	24,802	$3.579M	1.0%	$144.30	$122.88	—	COM	74005P104
DIS	DISNEY WALT CO	34,724	$3.488M	1.0%	$100.45 *	$68.46	+39.4%	COM	254687106
UNP	UNION PACIFIC CORP	25,661	$3.45M	0.9%	$134.45 *	$68.36	+65.8%	COM	907818108
NVO	NOVO-NORDISK ADR	69,622	$3.429M	0.9%	$49.25	$39.25	+25.5%	COM	670100205
—	BROADRIDGE FINL SOLUTION	26,765	$2.936M	0.8%	$109.70	$55.30	—	COM	11133t103
CVX	CHEVRON CORPORATION	24,228	$2.763M	0.8%	$114.04 *	$68.63	+18.8%	COM	166764100
—	WALGREENS BOOTS ALLIANCE INC	41,599	$2.723M	0.7%	$65.46	$76.10	—	COM	931427108
XBI	SPDR S&P BIOTECH ETF	30,161	$2.646M	0.7%	$87.73	$56.67	+54.8%	ETF	78464A870
WM	WASTE MANAGEMENT INC DEL	31,434	$2.644M	0.7%	$84.11 *	$47.33	+55.8%	COM	94106L109
SBUX	STARBUCKS	45,243	$2.619M	0.7%	$57.89 *	$34.80	+40.5%	COM	855244109
INTC	INTEL CORP	50,007	$2.604M	0.7%	$52.07 *	$36.73	+19.8%	COM	458140100
NTDOY	NINTENDO CO LTD ADR	46,623	$2.588M	0.7%	$55.51	$36.93	+50.3%	COM	654445303
LMT	LOCKHEED-MARTIN CORP.	7,586	$2.564M	0.7%	$337.99 *	$179.48	+52.9%	COM	539830109
DCI	DONALDSON COMPANY INC	56,552	$2.548M	0.7%	$45.06 *	$29.49	+34.9%	COM	257651109
IBM	INTL BUSINESS MACHINES	16,189	$2.484M	0.7%	$153.44 *	$107.30	-2.6%	COM	459200101
SYK	STRYKER CORP	15,067	$2.425M	0.7%	$160.95 *	$56.92	+160.2%	COM	863667101
XOM	EXXON MOBIL CORPORATION	31,208	$2.328M	0.6%	$74.60 *	$53.75	-2.8%	COM	30231G102
—	3M COMPANY	10,159	$2.23M	0.6%	$219.51	$110.73	—	COM	88579y101
—	COSTCO WHSL CORP	11,494	$2.166M	0.6%	$188.45	$111.58	—	COM	22160k105
SCHA	SCHWAB US SMALL-CAP ETF	28,438	$1.966M	0.5%	$69.13 *	$15.32	+12.8%	ETF	808524607
—	FEDEX CORPORATION	8,018	$1.925M	0.5%	$240.08	$99.31	—	COM	31428x106
FANG	DIAMONDBACK ENERGY INC.	15,096	$1.91M	0.5%	$126.52 *	$97.43	+0.4%	COM	25278X109
AMGN	AMGEN INCORPORATED	10,755	$1.834M	0.5%	$170.53 *	$85.42	+57.6%	COM	031162100
MDT	MEDTRONIC PLC	22,718	$1.822M	0.5%	$80.20 *	$58.00	+13.5%	COM	G5960L103
VBK	VANGUARD SMALL CAP GRWTH ETF	10,901	$1.787M	0.5%	$163.93	$102.86	+59.4%	ETF	922908595
JPM	JPMORGAN CHASE & CO	16,070	$1.767M	0.5%	$109.96 *	$59.89	+48.3%	COM	46625H100
MCHP	MICROCHIP TECHNOLOGY COM	18,675	$1.706M	0.5%	$91.35 *	$17.51	+125.8%	COM	595017104
—	T. ROWE PRICE GROUP	15,395	$1.662M	0.5%	$107.96	$71.46	—	COM	74144t108
SNA	SNAP-ON INC	10,094	$1.489M	0.4%	$147.51 *	$101.93	+18.6%	COM	833034101
—	PIONEER NATURAL RESOURCES	8,397	$1.442M	0.4%	$171.73	$159.68	—	COM	723787107
KO	COCA COLA COMPANY	32,968	$1.432M	0.4%	$43.44 *	$27.83	+22.7%	COM	191216100
—	CISCO SYSTEMS INC	32,898	$1.411M	0.4%	$42.89	$25.50	—	COM	17275r102
ACN	ACCENTURE	9,018	$1.384M	0.4%	$153.47 *	$74.10	+84.1%	COM	G1151C101
LOW	LOWES COMPANIES INC	15,350	$1.347M	0.4%	$87.75 *	$56.04	+35.6%	COM	548661107
JBHT	J.B. HUNT TRANSPORT SERVICES,	10,427	$1.222M	0.3%	$117.20 *	$70.58	+54.5%	COM	445658107
SCHM	SCHWAB US MID-CAP ETF	23,019	$1.217M	0.3%	$52.87 *	$14.20	+24.1%	ETF	808524508
FAST	FASTENAL CO	21,943	$1.198M	0.3%	$54.60 *	$8.76	+27.3%	COM	311900104
SCHE	SCHWAB EMERGING MARKETS EQUITY	39,420	$1.131M	0.3%	$28.69	$27.48	+4.4%	ETF	808524706
PKG	PACKAGING CORP OF AMERICA	9,918	$1.118M	0.3%	$112.72 *	$91.20	-2.2%	COM	695156109
LUV	SOUTHWEST AIRLINES	19,047	$1.091M	0.3%	$57.28 *	$31.09	+67.0%	COM	844741108
—	ROYAL CARIBBEAN CRUISES	8,805	$1.037M	0.3%	$117.77	$88.94	—	COM	v7780t103
AXP	AMERICAN EXPRESS COMPANY	10,713	$999K	0.3%	$93.25 *	$59.62	+40.6%	COM	025816109
SCHF	SCHWAB INTERNATIONAL EQITY ETF	28,729	$968K	0.3%	$33.69 *	$15.59	+8.1%	ETF	808524805
—	GENERAL ELECTRIC COMPANY	69,521	$937K	0.3%	$13.48	$24.16	—	COM	369604103
TM	TOYOTA MOTOR ADR	6,795	$886K	0.2%	$130.39	$117.31	+11.1%	COM	892331307
ABBV	ABBVIE INC	8,429	$798K	0.2%	$94.67 *	$29.66	+128.3%	COM	00287Y109
CTSH	COGNIZANT TECH	9,615	$774K	0.2%	$80.50 *	$55.66	+29.4%	COM	192446102
PANW	PALO ALTO NETWORKS INC	4,068	$738K	0.2%	$181.42 *	$22.78	+32.8%	COM	697435105
—	DOWDUPONT INC	11,432	$728K	0.2%	$63.68	$69.53	—	COM	26078j100
NEE	NEXTERA ENERGY INC	4,412	$721K	0.2%	$163.42 *	$14.15	+138.2%	COM	65339F101
MCD	MC DONALDS CORP	4,526	$708K	0.2%	$156.43 *	$72.58	+79.7%	COM	580135101
MGK	VANGUARD WORLD FUND ETF MEGA C	5,812	$652K	0.2%	$112.18 *	$12.77	+75.7%	ETF	921910816
—	CHECK POINT SOFTWARE	6,445	$640K	0.2%	$99.30	$81.70	—	COM	m22465104
WFC	WELLS FARGO & CO NEW	11,706	$614K	0.2%	$52.45 *	$38.84	+8.6%	COM	949746101
WHR	WHIRLPOOL CORP	3,979	$609K	0.2%	$153.05	$169.61	-9.7%	COM	963320106
TEVA	TEVA PHARM INDS LTD ADR	34,032	$582K	0.2%	$17.10	$42.57	-59.9%	COM	881624209
ABT	ABBOTT LABORATORIES	9,603	$575K	0.2%	$59.88 *	$30.49	+71.6%	COM	002824100
ROST	ROSS STORES INC.	7,230	$564K	0.2%	$78.01 *	$46.93	+53.9%	COM	778296103
—	LAB CP OF AMER HLDG NEW	3,285	$531K	0.1%	$161.64	$108.82	—	COM	50540R409
PG	PROCTER & GAMBLE	6,252	$496K	0.1%	$79.33 *	$55.00	+17.5%	COM	742718109
DHR	DANAHER CORP	4,936	$483K	0.1%	$97.85 *	$84.28	-0.6%	COM	235851102
GOOG	ALPHABET INC CL C	455	$469K	0.1%	$1030.77 *	$30.94	+65.5%	COM	02079K107
VZ	VERIZON COMMUNICATIONS	9,464	$453K	0.1%	$47.87 *	$27.04	+16.3%	COM	92343V104
CNI	CANADIAN NATIONAL RAILWAY	6,200	$453K	0.1%	$73.06 *	$42.20	+50.1%	COM	136375102
—	SPDR S&P MIDCAP 400 ETF	1,158	$396K	0.1%	$341.97	$210.00	—	ETF	78467y107
SCHG	SCHWAB LARGE CAP GROWTH ETF	5,089	$365K	0.1%	$71.72 *	$6.71	+33.5%	ETF	808524300
PYPL	PAYPAL HOLDINGS INC.	4,620	$351K	0.1%	$75.97	$79.13	-4.3%	COM	70450Y103
SCHX	SCHWAB LARGE CAP ETF	5,350	$337K	0.1%	$62.99 *	$7.04	+49.4%	ETF	808524201
CL	COLGATE-PALMOLIVE CO	4,034	$289K	0.1%	$71.64 *	$53.51	+11.3%	COM	194162103
OMC	OMNICOM GROUP INC	3,936	$286K	0.1%	$72.66 *	$40.69	+35.4%	COM	681919106
GNTX	GENTEX	12,170	$280K	0.1%	$23.01	$14.79	+55.7%	COM	371901109
SLB	SCHLUMBERGER LTD	4,274	$277K	0.1%	$64.81 *	$53.68	-3.4%	COM	806857108
ORCL	ORACLE CORPORATION	5,898	$270K	0.1%	$45.78 *	$28.84	+41.2%	COM	68389X105
NKE	NIKE INC CLASS B	3,760	$250K	0.1%	$66.49 *	$51.78	+16.2%	COM	654106103
CMI	CUMMINS	1,528	$248K	0.1%	$162.30 *	$105.31	+25.6%	COM	231021106
SCHB	SCHWAB US BROAD MARKET ETF	3,506	$224K	0.1%	$63.89 *	$10.48	+1.4%	ETF	808524102
JNJ	JOHNSON & JOHNSON	1,697	$217K	0.1%	$127.87 *	$100.97	+2.2%	COM	478160104
—	MAGELLAN MIDSTREAM PTNRS	3,470	$202K	0.1%	$58.21	$55.67	—	COM	559080106