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
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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
Abbott Labs COM 002824100 16,750 139,768 SH   SOLE   80,379 0 59,389
Accenture Ltd COM G1151C101 16,290 58,970 SH   SOLE   33,974 0 24,996
Adobe Inc. COM 00724F101 16,768 35,273 SH   SOLE   20,197 0 15,076
Alphabet Class A COM 02079K305 11,424 5,539 SH   SOLE   2,825 0 2,714
Alphabet Class C COM 02079K107 27,023 13,063 SH   SOLE   8,206 0 4,857
Amazon COM 023135106 54,669 17,669 SH   SOLE   11,024 0 6,645
Ametek Inc COM 031100100 16,283 127,482 SH   SOLE   72,853 0 54,629
Amphenol COM 032095101 16,358 247,962 SH   SOLE   140,856 0 107,106
Analog Devices Inc COM 032654105 4,738 30,554 SH   SOLE   22,213 0 8,341
Apple COM 037833100 77,412 633,747 SH   SOLE   405,090 0 228,657
Aptiv PLC COM G6095L109 4,351 31,553 SH   SOLE   16,434 0 15,119
AT&T Inc COM 00206R102 761 25,133 SH   SOLE   23,761 0 1,372
Atlassian Corp Plc COM G06242104 16,314 77,407 SH   SOLE   44,335 0 33,072
BayCom Corp COM 07272M107 2,469 137,040 SH   SOLE   137,040 0 0
Booz Allen Hamilton Hldg COM 099502106 4,640 57,620 SH   SOLE   41,254 0 16,366
Boston Beer Company COM 100557107 3,180 2,636 SH   SOLE   1,900 0 736
Bristol-Myers Squibb Co COM 110122108 1,779 28,175 SH   SOLE   28,175 0 0
Caterpillar Inc COM 149123101 1,759 7,588 SH   SOLE   7,588 0 0
Chegg Inc COM 163092109 3,208 37,449 SH   SOLE   27,106 0 10,343
Chipotle Mexican Grill COM 169656105 14,430 10,156 SH   SOLE   5,612 0 4,544
Costco COM 22160K105 3,368 9,554 SH   SOLE   6,914 0 2,640
Danaher COM 235851102 16,928 75,208 SH   SOLE   43,425 0 31,783
Docusign COM 256163106 16,377 80,892 SH   SOLE   46,321 0 34,571
Dollar Gen Corp Com COM 256677105 3,187 15,731 SH   SOLE   11,323 0 4,408
Exxon Mobil COM 30231G102 463 8,300 SH   SOLE   8,300 0 0
Facebook Inc Cl A COM 30303M102 21,281 72,255 SH   SOLE   43,531 0 28,724
General Electric Co COM 369604103 622 47,400 SH   SOLE   47,400 0 0
Global Pmts Inc Com COM 37940X102 15,589 77,333 SH   SOLE   43,832 0 33,501
Guidewire Software COM 40171V100 4,579 45,053 SH   SOLE   32,832 0 12,221
Hercules Capital Inc COM 427096508 245 15,315 SH   SOLE   15,315 0 0
Home Depot Inc COM 437076102 3,279 10,742 SH   SOLE   7,824 0 2,918
IBM COM 459200101 1,424 10,684 SH   SOLE   10,684 0 0
Idexx Labs Inc Com COM 45168D104 16,436 33,591 SH   SOLE   19,217 0 14,374
Intel Corp COM 458140100 666 10,400 SH   SOLE   10,400 0 0
Intuit COM 461202103 16,148 42,154 SH   SOLE   24,106 0 18,048
Invesco QQQ Trust COM 46090E103 435 1,363 SH   SOLE   1,088 0 275
Iqvia Hldgs Inc COM 46266C105 16,812 87,048 SH   SOLE   49,823 0 37,225
Jack Henry & Assoc COM 426281101 4,463 29,417 SH   SOLE   21,020 0 8,397
Johnson & Johnson COM 478160104 5,132 31,223 SH   SOLE   22,206 0 9,017
Mastercard Inc COM 57636Q104 16,035 45,036 SH   SOLE   25,751 0 19,285
Match Group Inc COM 57667L107 4,843 35,253 SH   SOLE   25,542 0 9,711
Merck COM 58933Y105 1,388 18,000 SH   SOLE   18,000 0 0
Microsoft COM 594918104 70,312 298,223 SH   SOLE   189,024 0 109,199
Moodys Corp Com COM 615369105 1,277 4,276 SH   SOLE   0 0 4,276
Netflix COM 64110L106 14,677 28,135 SH   SOLE   15,631 0 12,504
Nike Inc Cl B COM 654106103 14,607 109,919 SH   SOLE   61,323 0 48,596
Nvidia Corp COM 67066G104 16,645 31,174 SH   SOLE   17,850 0 13,324
O'Reilly Automotive COM 67103H107 3,174 6,257 SH   SOLE   4,510 0 1,747
Paypal COM 70450Y103 16,126 66,406 SH   SOLE   37,936 0 28,470
S&P Global COM 78409V104 14,297 40,516 SH   SOLE   24,688 0 15,828
Salesforce COM 79466L302 16,305 76,958 SH   SOLE   44,363 0 32,595
Servicenow Inc COM 81762P102 16,551 33,094 SH   SOLE   18,873 0 14,221
Shopify Inc COM 82509L107 15,337 13,861 SH   SOLE   7,686 0 6,175
Spotify Technology COM L8681T102 3,297 12,303 SH   SOLE   8,852 0 3,451
Square Inc COM 852234103 4,723 20,801 SH   SOLE   15,059 0 5,742
Starbucks COM 855244109 230 2,105 SH   SOLE   1,530 0 575
Tesla Inc COM 88160R101 14,134 21,161 SH   SOLE   12,893 0 8,268
Texas Instruments COM 882508104 16,592 87,791 SH   SOLE   50,249 0 37,542
The Trade Desk Inc COM 88339J105 15,144 23,239 SH   SOLE   12,893 0 10,346
Thermo Fisher Scientific COM 883556102 5,306 11,626 SH   SOLE   8,384 0 3,242
Transdigm Group Inc Com COM 893641100 15,870 26,994 SH   SOLE   15,467 0 11,527
Union Pacific Corp COM 907818108 19,452 88,253 SH   SOLE   56,594 0 31,659
Unitedhealth Group COM 91324P102 16,592 44,593 SH   SOLE   25,674 0 18,919
US Bancorp COM 902973304 285 5,157 SH   SOLE   5,157 0 0
Verizon Communications COM 92343V104 589 10,135 SH   SOLE   10,135 0 0
Visa COM 92826C839 16,209 76,554 SH   SOLE   43,635 0 32,919
Wal-Mart Stores Inc COM 931142103 3,610 26,580 SH   SOLE   26,580 0 0
Walt Disney COM 254687106 3,338 18,092 SH   SOLE   13,298 0 4,794
Waste Management COM 94106L109 3,195 24,763 SH   SOLE   17,614 0 7,149
Workday Inc COM 98138H101 16,189 65,164 SH   SOLE   37,325 0 27,839
Zoetis Inc COM 98978V103 16,864 107,085 SH   SOLE   61,298 0 45,787
Consumer Staples Select Sector ETFS 81369Y308 2,821 41,294 SH   SOLE   41,294 0 0
Health Care Select Sector SPDR ETFS 81369Y209 2,740 23,475 SH   SOLE   23,475 0 0
Industrial Select Sector SPDR ETFS 81369Y704 8,595 87,300 SH   SOLE   86,676 0 624
iShares Cohen & Steers REIT ET ETFS 464287564 597 10,330 SH   SOLE   10,330 0 0
iShares Gold Trust ETF ETFS 464285105 9,092 559,160 SH   SOLE   559,160 0 0
iShares S&P 100 ETF ETFS 464287101 4,774 26,549 SH   SOLE   26,549 0 0
iShares Tr MSCI EAFE Idx ETF ETFS 464287465 13,150 173,320 SH   SOLE   173,112 0 208
iShares Tr S&P 500 Value ETF ETFS 464287408 25,411 179,915 SH   SOLE   179,915 0 0
ProShares S&P 500 Dividend Ari ETFS 74348A467 10,865 125,960 SH   SOLE   125,250 0 710
Real Estate Select Sector SPDR ETFS 81369Y860 6,968 176,461 SH   SOLE   175,439 0 1,022
SPDR Portfolio S&P 500 Growth ETFS 78464A409 4,641 82,293 SH   SOLE   82,293 0 0
SPDR S&P 500 ETF ETFS 78462F103 264 666 SH   SOLE   666 0 0
Vanguard High Dividend Yield E ETFS 921946406 4,195 41,493 SH   SOLE   41,493 0 0
Vanguard Index Fds Mid Cap ETF ETFS 922908629 8,360 37,772 SH   SOLE   37,370 0 402
Vanguard Index Fds Sm Cap Valu ETFS 922908611 14,316 86,445 SH   SOLE   86,445 0 0
Vanguard Index Fds Small Cp ET ETFS 922908751 5,170 24,150 SH   SOLE   23,889 0 261
Vanguard Index Fds Sml Cp Grw ETFS 922908595 16,867 61,411 SH   SOLE   61,411 0 0
Vanguard Index Fds Value ETF ETFS 922908744 2,828 21,516 SH   SOLE   21,283 0 233
Vanguard Real Estate ETF ETFS 922908553 6,975 75,936 SH   SOLE   75,206 0 730
Vanguard S&P 500 ETF ETFS 922908363 17,516 48,080 SH   SOLE   47,566 0 514
Vanguard Total Stock Market ET ETFS 922908769 662 3,203 SH   SOLE   3,203 0 0
iShares U.S. Preferred Stock ETFS 464288687 8,126 211,609 SH   SOLE   210,269 0 1,340
Invesco Preferred ETF PFD 46138E511 212 14,140 SH   SOLE   11,775 0 2,365
Wells Fargo & Co New 7.5 Perp PFD 949746804 455 321 SH   SOLE   321 0 0
Royal Dutch Shell PLC Spons AD ADR 780259206 784 20,000 SH   SOLE   20,000 0 0
Vanguard Inst Index Fund - Sta COM vangcasc3 64,180 510,177 SH   SOLE   510,177 0 0