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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACCENTURE PLC IRELAND SHS CLAS CS G1151C101   8,876,336 25,609 SH   SOLE   21,829 0 3,780
AERCAP HOLDINGS NV CS N00985106   56,087,369 645,350 SH   SOLE   467,434 0 177,916
AFLAC INC CS 001055102   686,880 8,000 SH   SOLE   0 0 8,000
ALPHABET INC CAP STK CL A CS 02079K305   19,683,687 130,416 SH   SOLE   96,738 0 33,678
AMAZON COM INC CS 023135106   65,556,766 363,437 SH   SOLE   258,956 0 104,481
APPLE INC COM CS 037833100   335,758 1,958 SH   SOLE   1,958 0 0
APTIV PLC CS G6095L109   17,100,297 214,693 SH   SOLE   147,145 0 67,548
BAKER HUGHES A GE CO CS 05722G100   10,541,546 314,673 SH   SOLE   259,154 0 55,519
BALL CORP COM CS 058498106   43,625,428 647,646 SH   SOLE   446,940 0 200,706
BIO TECHNE CORP CS 09073M104   281,560 4,000 SH   SOLE   0 0 4,000
BLOCK INC CL A CS 852234103   572,437 6,768 SH   SOLE   0 0 6,768
BROWN FORMAN CORP CS 115637209   1,036,272 20,075 SH   SOLE   8,500 0 11,575
DANAHER CORP DEL CS 235851102   51,526,874 206,339 SH   SOLE   148,180 0 58,159
DISNEY WALT CO CS 254687106   708,097 5,787 SH   SOLE   0 0 5,787
ENTEGRIS INC CS 29362U104   43,510,060 309,592 SH   SOLE   212,579 0 97,013
EQUINIX INC CS 29444U700   33,170,838 40,191 SH   SOLE   27,194 0 12,997
EXPEDIA INC DEL CS 30212P303   4,876,626 35,402 SH   SOLE   29,356 0 6,046
EXTRA SPACE STORAGE INC CS 30225T102   1,750,770 11,910 SH   SOLE   0 0 11,910
FERGUSON PLC NEW CS G3421J106   53,644,661 245,592 SH   SOLE   181,969 0 63,623
GITLAB INC CS 37637K108   5,140,208 88,138 SH   SOLE   73,763 0 14,375
GRACO INC CS 384109104   3,084,554 33,004 SH   SOLE   7,855 0 25,149
INTUIT CS 461202103   29,337,750 45,135 SH   SOLE   30,092 0 15,043
INVESCO EXCHANGE TRADED FD T S ETF 46137V357   433,587 2,560 SH   SOLE   2,560 0 0
IQVIA HLDGS INC COM CS 46266C105   39,740,652 157,146 SH   SOLE   112,162 0 44,984
ISHARES TR CORE MSCI EAFE ETF 46432F842   400,788 5,400 SH   SOLE   5,400 0 0
ISHARES TR MSCI EMERG MKT ETF 464287234   415,935 10,125 SH   SOLE   10,125 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   431,115 2,050 SH   SOLE   2,050 0 0
ISHARES TR US PFD STK IDX ETF 464288687   229,316 7,115 SH   SOLE   615 0 6,500
KEYSIGHT TECHNOLOGIES INC CS 49338L103   2,319,272 14,831 SH   SOLE   4,820 0 10,011
MARTIN MARIETTA MATLS INC CS 573284106   34,476,003 56,155 SH   SOLE   38,446 0 17,709
META PLATFORMS INC CL A CS 30303M102   33,273,884 68,524 SH   SOLE   48,821 0 19,703
MICROSOFT CORP CS 594918104   65,946,340 156,746 SH   SOLE   114,787 0 41,959
PALO ALTO NETWORKS INC CS 697435105   37,779,346 132,965 SH   SOLE   95,467 0 37,498
PAYPAL HLDGS INC CS 70450Y103   38,319,151 572,013 SH   SOLE   417,734 0 154,279
PLANET FITNESS INC CS 72703H101   8,236,910 131,517 SH   SOLE   109,200 0 22,317
PROGRESSIVE CORP OHIO CS 743315103   24,767,315 119,753 SH   SOLE   103,226 0 16,527
SALESFORCE INC COM CS 79466L302   27,173,965 90,225 SH   SOLE   61,018 0 29,207
SCHWAB CHARLES CORP NEW CS 808513105   31,338,484 433,211 SH   SOLE   286,786 0 146,425
SCHWAB STRATEGIC TR INTRM TRM ETF 808524854   497,416 10,141 SH   SOLE   1,588 0 8,553
SCHWAB STRATEGIC TR US TIPS ET ETF 808524870   499,693 9,580 SH   SOLE   1,466 0 8,114
SHERWIN WILLIAMS CO CS 824348106   40,204,601 115,753 SH   SOLE   79,393 0 36,360
SPDR TR UNIT SER 1 ETF 78462F103   802,912 1,535 SH   SOLE   1,535 0 0
T-MOBILE US INC CS 872590104   35,554,376 217,831 SH   SOLE   155,405 0 62,426
TAIWAN SEMICONDUCTOR MFG LTD ADR 874039100   16,158,522 118,769 SH   SOLE   83,067 0 35,702
TEXAS INSTRS INC CS 882508104   348,420 2,000 SH   SOLE   0 0 2,000
UNITEDHEALTH GROUP INC CS 91324P102   7,326,012 14,809 SH   SOLE   12,656 0 2,153
VANGUARD SCOTTSDALE FDS MORTG- ETF 92206C771   418,654 9,179 SH   SOLE   1,349 0 7,830