Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
BRK/A	BERKSHIRE HATHAWAY A	265	$74.74M	20.1%	$282041.51	$166609.89	+69.3%	COM	084670108
AAPL	APPLE INC	101,288	$18.75M	5.0%	$185.11 *	$18.56	+135.5%	COM	037833100
NVDA	NVIDIA CORP	57,440	$13.61M	3.7%	$236.91 *	$2.40	+144.6%	COM	67066G104
NVCR	NOVOCURE LIMITED	414,929	$12.99M	3.5%	$31.30	$14.18	+120.7%	COM	G6674U108
GOOGL	ALPHABET INC CL A	10,149	$11.46M	3.1%	$1129.18 *	$36.38	+54.0%	COM	02079K305
MSFT	MICROSOFT CORP	107,152	$10.57M	2.8%	$98.61 *	$61.50	+48.8%	COM	594918104
ZG	ZILLOW GROUP INC CLASS A	172,133	$10.29M	2.8%	$59.75	$29.93	+99.6%	COM	98954M101
WMT	WALMART INC	118,907	$10.18M	2.7%	$85.65 *	$19.98	+27.2%	COM	931142103
BRK/B	BERKSHIRE HATHAWAY B NEW CLASS	54,261	$10.13M	2.7%	$186.65	$114.87	+62.5%	COM	084670702
ORLY	O REILLY AUTOMOTIVE INC	34,622	$9.472M	2.5%	$273.58 *	$7.37	+147.4%	COM	67103H107
—	VISA INC CLASS A	67,685	$8.965M	2.4%	$132.45	$75.91	—	COM	92826c839
AMZN	AMAZON COM INC	5,030	$8.55M	2.3%	$1699.80 *	$54.96	+54.6%	COM	023135106
—	CTRIP.COM INTERNATIONAL LTD AD	166,294	$7.921M	2.1%	$47.63	$45.61	—	COM	22943f100
—	GLOBAL PAYMENTS	62,639	$6.984M	1.9%	$111.50	$103.47	—	COM	37940x102
ITW	ILLINOIS TOOL WORKS INC	48,408	$6.706M	1.8%	$138.53 *	$55.99	+106.1%	COM	452308109
MAR	MARRIOTT INTL INC CL A	51,650	$6.539M	1.8%	$126.60 *	$78.59	+51.5%	COM	571903202
—	ZOETIS INC	75,728	$6.451M	1.7%	$85.19	$85.19	—	COM	98978v103
BABA	ALIBABA GROUP HLDG ADR FSPONSO	34,042	$6.316M	1.7%	$185.54	$151.67	+22.3%	COM	01609W102
HD	HOME DEPOT INC	30,726	$5.995M	1.6%	$195.11 *	$86.08	+88.7%	COM	437076102
BIDU	BAIDU.COM	23,731	$5.767M	1.6%	$243.02	$234.28	+3.7%	COM	056752108
—	GOLDMAN SACHS GROUP INC	20,945	$4.62M	1.2%	$220.58	$165.91	—	COM	38141g104
TCEHY	TENCENT HOLDINGS SPONSORED ADR	86,148	$4.329M	1.2%	$50.25	$50.33	-0.1%	COM	88032Q109
AFL	A F L A C INC	99,196	$4.267M	1.1%	$43.02 *	$27.85	+29.5%	COM	001055102
MIDD	MIDDLEBY CORP	38,001	$3.968M	1.1%	$104.42	$83.64	+24.8%	COM	596278101
—	CASTLE BRANDS INC	3,090,860	$3.678M	1.0%	$1.19	$1.13	—	COM	148435100
—	PIONEER NATURAL RESOURCES	19,431	$3.677M	1.0%	$189.23	$176.46	—	COM	723787107
DIS	DISNEY WALT CO	34,751	$3.642M	1.0%	$104.80 *	$68.46	+45.5%	COM	254687106
UNP	UNION PACIFIC CORP	25,659	$3.635M	1.0%	$141.67 *	$68.36	+75.6%	COM	907818108
—	PRAXAIR INC	20,327	$3.215M	0.9%	$158.16	$122.88	—	COM	74005P104
CVX	CHEVRON CORPORATION	24,671	$3.119M	0.8%	$126.42 *	$69.00	+32.2%	COM	166764100
—	BROADRIDGE FINL SOLUTION	25,980	$2.99M	0.8%	$115.09	$55.30	—	COM	11133t103
XBI	SPDR S&P BIOTECH ETF	30,326	$2.887M	0.8%	$95.20	$56.67	+68.0%	ETF	78464A870
DCI	DONALDSON COMPANY INC	56,552	$2.552M	0.7%	$45.13 *	$29.49	+35.7%	COM	257651109
SYK	STRYKER CORP	15,102	$2.55M	0.7%	$168.85 *	$56.92	+173.8%	COM	863667101
XOM	EXXON MOBIL CORPORATION	30,763	$2.545M	0.7%	$82.73 *	$53.75	+8.9%	COM	30231G102
FANG	DIAMONDBACK ENERGY INC.	19,329	$2.543M	0.7%	$131.56 *	$97.11	+4.9%	COM	25278X109
—	WALGREENS BOOTS ALLIANCE INC	41,599	$2.497M	0.7%	$60.03	$76.10	—	COM	931427108
—	COSTCO WHSL CORP	11,494	$2.402M	0.6%	$208.98	$111.58	—	COM	22160k105
WM	WASTE MANAGEMENT INC DEL	29,114	$2.368M	0.6%	$81.34 *	$47.33	+51.5%	COM	94106L109
LMT	LOCKHEED-MARTIN CORP.	7,090	$2.095M	0.6%	$295.49 *	$179.48	+34.5%	COM	539830109
NTDOY	NINTENDO CO LTD ADR	51,271	$2.091M	0.6%	$40.78	$38.05	+7.2%	COM	654445303
SCHA	SCHWAB US SMALL-CAP ETF	28,215	$2.076M	0.6%	$73.58 *	$15.32	+20.0%	ETF	808524607
AMGN	AMGEN INCORPORATED	10,903	$2.013M	0.5%	$184.63 *	$86.16	+70.5%	COM	031162100
IBM	INTL BUSINESS MACHINES	14,335	$2.003M	0.5%	$139.73 *	$107.30	-10.4%	COM	459200101
—	3M COMPANY	10,177	$2.002M	0.5%	$196.72	$110.73	—	COM	88579y101
MDT	MEDTRONIC PLC	22,718	$1.945M	0.5%	$85.61 *	$58.00	+21.1%	COM	G5960L103
—	FEDEX CORPORATION	8,034	$1.824M	0.5%	$227.04	$99.31	—	COM	31428x106
VBK	VANGUARD SMALL CAP GRWTH ETF	10,266	$1.805M	0.5%	$175.82	$102.86	+70.9%	ETF	922908595
—	T. ROWE PRICE GROUP	15,395	$1.787M	0.5%	$116.08	$71.46	—	COM	74144t108
JPM	JPMORGAN CHASE & CO	16,644	$1.734M	0.5%	$104.18 *	$60.89	+38.9%	COM	46625H100
MRSH	MARSH & MCLENNAN COS INC	21,128	$1.732M	0.5%	$81.98 *	$72.21	+0.7%	COM	571748102
MCHP	MICROCHIP TECHNOLOGY COM	18,675	$1.698M	0.5%	$90.92 *	$17.51	+125.7%	COM	595017104
SNA	SNAP-ON INC	10,137	$1.629M	0.4%	$160.70 *	$101.93	+29.9%	COM	833034101
ACN	ACCENTURE	9,018	$1.475M	0.4%	$163.56 *	$74.10	+97.9%	COM	G1151C101
—	CISCO SYSTEMS INC	33,035	$1.421M	0.4%	$43.01	$25.50	—	COM	17275r102
LOW	LOWES COMPANIES INC	14,170	$1.354M	0.4%	$95.55 *	$56.04	+48.4%	COM	548661107
JBHT	J.B. HUNT TRANSPORT SERVICES,	10,427	$1.267M	0.3%	$121.51 *	$70.58	+60.7%	COM	445658107
PYPL	PAYPAL HOLDINGS INC.	13,346	$1.111M	0.3%	$83.25	$79.38	+4.7%	COM	70450Y103
PKG	PACKAGING CORP OF AMERICA	9,918	$1.109M	0.3%	$111.82 *	$91.20	-2.4%	COM	695156109
FAST	FASTENAL CO	21,943	$1.056M	0.3%	$48.12 *	$8.76	+13.1%	COM	311900104
AXP	AMERICAN EXPRESS COMPANY	10,713	$1.05M	0.3%	$98.01 *	$59.62	+48.2%	COM	025816109
SCHM	SCHWAB US MID-CAP ETF	18,715	$1.027M	0.3%	$54.88 *	$14.20	+28.8%	ETF	808524508
—	ROYAL CARIBBEAN CRUISES	9,370	$971K	0.3%	$103.63	$89.82	—	COM	v7780t103
LUV	SOUTHWEST AIRLINES	19,047	$969K	0.3%	$50.87 *	$31.09	+48.8%	COM	844741108
PANW	PALO ALTO NETWORKS INC	4,646	$955K	0.3%	$205.55 *	$24.09	+42.1%	COM	697435105
—	GENERAL ELECTRIC COMPANY	69,765	$950K	0.3%	$13.62	$24.16	—	COM	369604103
TM	TOYOTA MOTOR ADR	6,842	$881K	0.2%	$128.76	$117.31	+9.8%	COM	892331307
ABBV	ABBVIE INC	9,356	$867K	0.2%	$92.67 *	$33.71	+98.7%	COM	00287Y109
TEVA	TEVA PHARM INDS LTD ADR	32,247	$784K	0.2%	$24.31	$42.57	-42.9%	COM	881624209
CTSH	COGNIZANT TECH	9,615	$759K	0.2%	$78.94 *	$55.66	+27.3%	COM	192446102
—	DOWDUPONT INC	11,245	$741K	0.2%	$65.90	$69.53	—	COM	26078j100
NEE	NEXTERA ENERGY INC	4,412	$737K	0.2%	$167.04 *	$14.15	+145.3%	COM	65339F101
MCD	MC DONALDS CORP	4,526	$709K	0.2%	$156.65 *	$72.58	+81.2%	COM	580135101
MGK	VANGUARD WORLD FUND ETF MEGA C	5,759	$685K	0.2%	$118.94 *	$12.77	+86.3%	ETF	921910816
ABT	ABBOTT LABORATORIES	10,851	$662K	0.2%	$61.01 *	$33.09	+61.7%	COM	002824100
WFC	WELLS FARGO & CO NEW	11,706	$649K	0.2%	$55.44 *	$38.84	+15.8%	COM	949746101
—	CHECK POINT SOFTWARE	6,445	$630K	0.2%	$97.75	$81.70	—	COM	m22465104
ROST	ROSS STORES INC.	7,230	$613K	0.2%	$84.79 *	$46.93	+67.7%	COM	778296103
—	LAB CP OF AMER HLDG NEW	3,285	$590K	0.2%	$179.60	$108.82	—	COM	50540R409
WHR	WHIRLPOOL CORP	3,979	$582K	0.2%	$146.27	$169.61	-13.8%	COM	963320106
DHR	DANAHER CORP	5,255	$519K	0.1%	$98.76 *	$84.39	+0.2%	COM	235851102
GOOG	ALPHABET INC CL C	455	$508K	0.1%	$1116.48 *	$30.94	+79.0%	COM	02079K107
CNI	CANADIAN NATIONAL RAILWAY	6,200	$507K	0.1%	$81.77 *	$42.20	+68.5%	COM	136375102
VZ	VERIZON COMMUNICATIONS	9,556	$481K	0.1%	$50.33 *	$27.04	+23.9%	COM	92343V104
SCHG	SCHWAB LARGE CAP GROWTH ETF	5,514	$418K	0.1%	$75.81 *	$6.91	+37.0%	ETF	808524300
—	SPDR S&P MIDCAP 400 ETF	1,158	$411K	0.1%	$354.92	$210.00	—	ETF	78467y107
INTC	INTEL CORP	7,605	$378K	0.1%	$49.70 *	$36.73	+15.0%	COM	458140100
KO	COCA COLA COMPANY	8,568	$376K	0.1%	$43.88 *	$27.83	+25.0%	COM	191216100
PG	PROCTER & GAMBLE	4,776	$373K	0.1%	$78.10 *	$55.00	+16.8%	COM	742718109
SCHX	SCHWAB LARGE CAP ETF	5,397	$351K	0.1%	$65.04 *	$7.04	+54.0%	ETF	808524201
OMC	OMNICOM GROUP INC	3,936	$300K	0.1%	$76.22 *	$40.69	+43.2%	COM	681919106
SLB	SCHLUMBERGER LTD	4,274	$286K	0.1%	$66.92 *	$53.68	+0.7%	COM	806857108
GNTX	GENTEX	12,170	$280K	0.1%	$23.01	$14.79	+55.7%	COM	371901109
CL	COLGATE-PALMOLIVE CO	4,034	$261K	0.1%	$64.70 *	$53.51	+1.2%	COM	194162103
ORCL	ORACLE CORPORATION	5,898	$260K	0.1%	$44.08 *	$28.84	+36.6%	COM	68389X105
—	MAGELLAN MIDSTREAM PTNRS	3,470	$240K	0.1%	$69.16	$55.67	—	COM	559080106
SCHB	SCHWAB US BROAD MARKET ETF	3,381	$223K	0.1%	$65.96 *	$10.48	+4.9%	ETF	808524102
JNJ	JOHNSON & JOHNSON	1,697	$206K	0.1%	$121.39 *	$100.97	-2.6%	COM	478160104
CMI	CUMMINS	1,528	$203K	0.1%	$132.85 *	$105.31	+3.9%	COM	231021106
PLUG	PLUG POWER INC	10,300	$21,000	0.0%	$2.04	$1.94	+3.9%	COM	72919P202