Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
BRK/A	BERKSHIRE HATHAWAY A	261	$83.52M	19.6%	$320000.00	$166609.89	+92.1%	COM	084670108
NVCR	NOVOCURE LIMITED	409,606	$21.46M	5.0%	$52.40	$14.18	+269.4%	COM	G6674U108
AAPL	APPLE INC	93,423	$21.09M	4.9%	$225.74 *	$18.56	+188.2%	COM	037833100
NVDA	NVIDIA CORP	59,686	$16.77M	3.9%	$281.02 *	$2.55	+173.0%	COM	67066G104
MSFT	MICROSOFT CORP	123,578	$14.13M	3.3%	$114.37 *	$66.73	+59.7%	COM	594918104
GOOGL	ALPHABET INC CL A	11,158	$13.47M	3.2%	$1207.12 *	$38.52	+55.5%	COM	02079K305
ORLY	O REILLY AUTOMOTIVE INC	34,581	$12.01M	2.8%	$347.33 *	$7.37	+214.1%	COM	67103H107
—	VISA INC CLASS A	75,487	$11.33M	2.7%	$150.09	$83.57	—	COM	92826c839
WMT	WALMART INC	118,907	$11.17M	2.6%	$93.91 *	$19.98	+40.3%	COM	931142103
AMZN	AMAZON COM INC	5,510	$11.04M	2.6%	$2003.09 *	$58.36	+71.6%	COM	023135106
BRK/B	BERKSHIRE HATHAWAY B NEW CLASS	51,134	$10.95M	2.6%	$214.10	$114.87	+86.4%	COM	084670702
MAR	MARRIOTT INTL INC CL A	67,061	$8.854M	2.1%	$132.03 *	$88.15	+41.3%	COM	571903202
—	GLOBAL PAYMENTS	69,243	$8.822M	2.1%	$127.41	$105.75	—	COM	37940x102
ZG	ZILLOW GROUP INC CLASS A	190,033	$8.399M	2.0%	$44.20	$32.04	+38.0%	COM	98954M101
SCHE	SCHWAB EMERGING MARKETS EQUITY	326,013	$8.382M	2.0%	$25.71	$25.91	-0.8%	ETF	808524706
—	ZOETIS INC	87,143	$7.979M	1.9%	$91.56	$86.02	—	COM	98978v103
—	GOLDMAN SACHS GROUP INC	28,512	$6.394M	1.5%	$224.26	$181.40	—	COM	38141g104
HD	HOME DEPOT INC	29,860	$6.185M	1.4%	$207.13 *	$86.08	+101.4%	COM	437076102
BABA	ALIBABA GROUP HLDG ADR FSPONSO	28,452	$4.688M	1.1%	$164.77	$151.67	+8.6%	COM	01609W102
AFL	A F L A C INC	99,196	$4.669M	1.1%	$47.07 *	$27.85	+42.5%	COM	001055102
AMD	ADVANCED MICRO DEVICES	146,556	$4.527M	1.1%	$30.89	$22.57	+36.9%	COM	007903107
UNP	UNION PACIFIC CORP	26,350	$4.291M	1.0%	$162.85 *	$69.92	+98.4%	COM	907818108
—	CTRIP.COM INTERNATIONAL LTD AD	114,748	$4.265M	1.0%	$37.17	$45.61	—	COM	22943f100
DIS	DISNEY WALT CO	34,751	$4.064M	1.0%	$116.95 *	$68.46	+63.6%	COM	254687106
XBI	SPDR S&P BIOTECH ETF	38,227	$3.665M	0.9%	$95.87	$65.00	+47.5%	ETF	78464A870
ILMN	ILLUMINA INC	9,676	$3.552M	0.8%	$367.09 *	$320.46	+11.4%	COM	452327109
—	CASTLE BRANDS INC	3,222,524	$3.448M	0.8%	$1.07	$1.13	—	COM	148435100
—	BROADRIDGE FINL SOLUTION	26,042	$3.436M	0.8%	$131.94	$55.30	—	COM	11133t103
BIDU	BAIDU.COM	14,867	$3.4M	0.8%	$228.69	$234.28	-2.4%	COM	056752108
NTDOY	NINTENDO CO LTD ADR	71,151	$3.235M	0.8%	$45.47	$39.29	+15.7%	COM	654445303
—	SPLUNK INC	25,737	$3.112M	0.7%	$120.92	$120.92	—	COM	848637104
—	WALGREENS BOOTS ALLIANCE INC	41,474	$3.023M	0.7%	$72.89	$76.10	—	COM	931427108
ITW	ILLINOIS TOOL WORKS INC	20,824	$2.939M	0.7%	$141.14 *	$55.99	+111.4%	COM	452308109
PYPL	PAYPAL HOLDINGS INC.	32,941	$2.894M	0.7%	$87.85	$84.42	+3.8%	COM	70450Y103
CVX	CHEVRON CORPORATION	23,114	$2.826M	0.7%	$122.26 *	$69.00	+29.1%	COM	166764100
—	PRAXAIR INC	17,544	$2.82M	0.7%	$160.74	$122.88	—	COM	74005P104
DCI	DONALDSON COMPANY INC	46,552	$2.712M	0.6%	$58.26 *	$29.49	+75.9%	COM	257651109
SYK	STRYKER CORP	15,102	$2.683M	0.6%	$177.66 *	$56.92	+188.8%	COM	863667101
—	COSTCO WHSL CORP	11,394	$2.676M	0.6%	$234.86	$111.58	—	COM	22160k105
WM	WASTE MANAGEMENT INC DEL	28,344	$2.561M	0.6%	$90.35 *	$47.33	+69.1%	COM	94106L109
XOM	EXXON MOBIL CORPORATION	29,463	$2.505M	0.6%	$85.02 *	$53.75	+13.1%	COM	30231G102
XYZ	SQUARE INC CLASS A	25,095	$2.485M	0.6%	$99.02	$77.13	+28.4%	COM	852234103
LMT	LOCKHEED-MARTIN CORP.	7,057	$2.441M	0.6%	$345.90 *	$179.48	+58.5%	COM	539830109
—	PIONEER NATURAL RESOURCES	13,787	$2.402M	0.6%	$174.22	$176.46	—	COM	723787107
AMGN	AMGEN INCORPORATED	10,845	$2.248M	0.5%	$207.28 *	$86.16	+92.8%	COM	031162100
MDT	MEDTRONIC PLC	22,643	$2.227M	0.5%	$98.35 *	$58.00	+40.0%	COM	G5960L103
—	3M COMPANY	10,209	$2.151M	0.5%	$210.70	$110.73	—	COM	88579y101
SCHA	SCHWAB US SMALL-CAP ETF	27,991	$2.132M	0.5%	$76.17 *	$15.32	+24.3%	ETF	808524607
—	FEDEX CORPORATION	7,991	$1.924M	0.5%	$240.77	$99.31	—	COM	31428x106
VBK	VANGUARD SMALL CAP GRWTH ETF	10,216	$1.914M	0.4%	$187.35	$102.86	+82.1%	ETF	922908595
MIDD	MIDDLEBY CORP	14,625	$1.892M	0.4%	$129.37	$83.64	+54.7%	COM	596278101
JPM	JPMORGAN CHASE & CO	16,678	$1.882M	0.4%	$112.84 *	$60.89	+51.2%	COM	46625H100
SNA	SNAP-ON INC	10,094	$1.853M	0.4%	$183.57 *	$101.93	+49.2%	COM	833034101
TCEHY	TENCENT HOLDINGS SPONSORED ADR	45,273	$1.849M	0.4%	$40.84	$50.33	-18.8%	COM	88032Q109
MRSH	MARSH & MCLENNAN COS INC	21,069	$1.743M	0.4%	$82.73 *	$72.21	+1.6%	COM	571748102
—	T. ROWE PRICE GROUP	15,395	$1.681M	0.4%	$109.19	$71.46	—	COM	74144t108
LOW	LOWES COMPANIES INC	14,170	$1.627M	0.4%	$114.82 *	$56.04	+79.2%	COM	548661107
—	CISCO SYSTEMS INC	33,035	$1.607M	0.4%	$48.65	$25.50	—	COM	17275r102
ACN	ACCENTURE	9,368	$1.594M	0.4%	$170.15 *	$76.91	+98.4%	COM	G1151C101
FANG	DIAMONDBACK ENERGY INC.	11,537	$1.56M	0.4%	$135.22 *	$97.11	+7.9%	COM	25278X109
MCHP	MICROCHIP TECHNOLOGY COM	18,675	$1.474M	0.3%	$78.93 *	$17.51	+96.7%	COM	595017104
FAST	FASTENAL CO	21,943	$1.273M	0.3%	$58.01 *	$8.76	+37.3%	COM	311900104
JBHT	J.B. HUNT TRANSPORT SERVICES,	10,427	$1.24M	0.3%	$118.92 *	$70.58	+57.5%	COM	445658107
—	ROYAL CARIBBEAN CRUISES	9,370	$1.218M	0.3%	$129.99	$89.82	—	COM	v7780t103
LUV	SOUTHWEST AIRLINES	19,047	$1.189M	0.3%	$62.42 *	$31.09	+83.1%	COM	844741108
AXP	AMERICAN EXPRESS COMPANY	10,713	$1.141M	0.3%	$106.51 *	$59.62	+61.6%	COM	025816109
SCHM	SCHWAB US MID-CAP ETF	18,724	$1.083M	0.3%	$57.84 *	$14.20	+35.7%	ETF	808524508
PKG	PACKAGING CORP OF AMERICA	9,868	$1.082M	0.3%	$109.65 *	$91.20	-3.5%	COM	695156109
PANW	PALO ALTO NETWORKS INC	4,226	$952K	0.2%	$225.27 *	$24.09	+55.8%	COM	697435105
ABBV	ABBVIE INC	9,535	$902K	0.2%	$94.60 *	$34.38	+100.9%	COM	00287Y109
TM	TOYOTA MOTOR ADR	6,842	$851K	0.2%	$124.38	$117.31	+6.0%	COM	892331307
—	GENERAL ELECTRIC COMPANY	69,190	$781K	0.2%	$11.29	$24.16	—	COM	369604103
—	CHECK POINT SOFTWARE	6,445	$758K	0.2%	$117.61	$81.70	—	COM	m22465104
MCD	MC DONALDS CORP	4,476	$749K	0.2%	$167.34 *	$72.58	+94.7%	COM	580135101
CTSH	COGNIZANT TECH	9,615	$742K	0.2%	$77.17 *	$55.66	+24.7%	COM	192446102
NEE	NEXTERA ENERGY INC	4,412	$739K	0.2%	$167.50 *	$14.15	+147.7%	COM	65339F101
—	DOWDUPONT INC	11,245	$723K	0.2%	$64.30	$69.53	—	COM	26078j100
ROST	ROSS STORES INC.	7,230	$716K	0.2%	$99.03 *	$46.93	+96.6%	COM	778296103
ABT	ABBOTT LABORATORIES	9,684	$710K	0.2%	$73.32 *	$33.09	+95.3%	COM	002824100
MGK	VANGUARD WORLD FUND ETF MEGA C	5,509	$706K	0.2%	$128.15 *	$12.77	+100.7%	ETF	921910816
TEVA	TEVA PHARM INDS LTD ADR	32,122	$692K	0.2%	$21.54	$42.57	-49.4%	COM	881624209
WFC	WELLS FARGO & CO NEW	11,706	$615K	0.1%	$52.54 *	$38.84	+10.6%	COM	949746101
DHR	DANAHER CORP	5,420	$589K	0.1%	$108.67 *	$84.50	+10.4%	COM	235851102
—	LAB CP OF AMER HLDG NEW	3,285	$571K	0.1%	$173.82	$108.82	—	COM	50540R409
CNI	CANADIAN NATIONAL RAILWAY	6,200	$557K	0.1%	$89.84 *	$42.20	+85.9%	COM	136375102
GOOG	ALPHABET INC CL C	455	$543K	0.1%	$1193.41 *	$30.94	+91.4%	COM	02079K107
VZ	VERIZON COMMUNICATIONS	9,438	$504K	0.1%	$53.40 *	$27.04	+33.1%	COM	92343V104
META	FACEBOOK INC CLASS A	3,017	$496K	0.1%	$164.40	$179.77	-9.2%	COM	30303M102
IBM	INTL BUSINESS MACHINES	3,220	$487K	0.1%	$151.24 *	$107.30	-1.9%	COM	459200101
WHR	WHIRLPOOL CORP	3,979	$473K	0.1%	$118.87	$169.61	-30.0%	COM	963320106
SCHG	SCHWAB LARGE CAP GROWTH ETF	5,473	$449K	0.1%	$82.04 *	$6.91	+48.3%	ETF	808524300
KO	COCA COLA COMPANY	8,568	$396K	0.1%	$46.22 *	$27.83	+32.8%	COM	191216100
SCHX	SCHWAB LARGE CAP ETF	5,632	$392K	0.1%	$69.60 *	$7.22	+60.7%	ETF	808524201
PG	PROCTER & GAMBLE	4,701	$391K	0.1%	$83.17 *	$55.00	+25.6%	COM	742718109
INTC	INTEL CORP	7,605	$360K	0.1%	$47.34 *	$36.73	+10.1%	COM	458140100
SLB	SCHLUMBERGER LTD	5,274	$321K	0.1%	$60.86 *	$53.36	-7.2%	COM	806857108
—	SPDR S&P MIDCAP 400 ETF	838	$308K	0.1%	$367.54	$210.00	—	ETF	78467y107
ORCL	ORACLE CORPORATION	5,898	$304K	0.1%	$51.54 *	$28.84	+60.5%	COM	68389X105
CL	COLGATE-PALMOLIVE CO	4,034	$270K	0.1%	$66.93 *	$53.51	+5.2%	COM	194162103
OMC	OMNICOM GROUP INC	3,851	$262K	0.1%	$68.03 *	$40.69	+28.9%	COM	681919106
GNTX	GENTEX	12,170	$261K	0.1%	$21.45	$14.79	+45.1%	COM	371901109
—	MAGELLAN MIDSTREAM PTNRS	3,470	$235K	0.1%	$67.72	$55.67	—	COM	559080106
JNJ	JOHNSON & JOHNSON	1,697	$234K	0.1%	$137.89 *	$100.97	+11.7%	COM	478160104
SCHB	SCHWAB US BROAD MARKET ETF	3,181	$224K	0.1%	$70.42 *	$10.48	+11.9%	ETF	808524102
CMI	CUMMINS	1,528	$223K	0.1%	$145.94 *	$105.31	+15.0%	COM	231021106
IBB	ISHARES NASDAQ BIO FD NASDAQ B	1,818	$222K	0.1%	$122.11	$117.76	+3.6%	ETF	464287556
HON	HONEYWELL INTERNATIONAL	1,310	$218K	0.1%	$166.41 *	$121.60	+6.3%	COM	438516106
CTAS	CINTAS CORP	1,016	$201K	0.0%	$197.83 *	$47.83	-4.3%	COM	172908105
RUN	SUNRUN INC	14,080	$175K	0.0%	$12.43	$13.84	-10.1%	COM	86771W105
PLUG	PLUG POWER INC	10,300	$20,000	0.0%	$1.94	$1.94	-1.3%	COM	72919P202