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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Abbott Labs COM 002824100 15,712 135,527 SH   SOLE   72,371 0 63,156
Accenture Ltd COM G1151C101 15,157 51,416 SH   SOLE   27,113 0 24,303
Adobe Inc. COM 00724F101 14,893 25,431 SH   SOLE   13,267 0 12,164
Alphabet Class A COM 02079K305 13,327 5,458 SH   SOLE   2,466 0 2,992
Alphabet Class C COM 02079K107 33,745 13,464 SH   SOLE   8,339 0 5,125
Amazon COM 023135106 55,266 16,065 SH   SOLE   9,338 0 6,727
Ametek Inc COM 031100100 14,437 108,140 SH   SOLE   55,518 0 52,622
Amphenol COM 032095101 14,345 209,687 SH   SOLE   108,910 0 100,777
Analog Devices Inc COM 032654105 4,938 28,680 SH   SOLE   21,322 0 7,358
Apple COM 037833100 76,456 558,238 SH   SOLE   331,998 0 226,240
Aptiv PLC COM G6095L109 4,940 31,399 SH   SOLE   16,913 0 14,486
AT&T Inc COM 00206R102 723 25,133 SH   SOLE   23,761 0 1,372
Atlassian Corp Plc COM G06242104 13,657 53,170 SH   SOLE   27,599 0 25,571
BayCom Corp COM 07272M107 2,460 137,040 SH   SOLE   137,040 0 0
Booz Allen Hamilton Hldg COM 099502106 4,954 58,165 SH   SOLE   42,498 0 15,667
Boston Beer Company COM 100557107 3,400 3,331 SH   SOLE   2,433 0 898
Bristol-Myers Squibb Co COM 110122108 1,883 28,175 SH   SOLE   28,175 0 0
Caterpillar Inc COM 149123101 1,651 7,588 SH   SOLE   7,588 0 0
Chegg Inc COM 163092109 3,573 42,987 SH   SOLE   31,186 0 11,801
Chipotle Mexican Grill COM 169656105 13,435 8,666 SH   SOLE   4,268 0 4,398
Costar Group Inc COM 22160N109 4,715 56,925 SH   SOLE   41,938 0 14,987
Costco COM 22160K105 3,684 9,311 SH   SOLE   6,880 0 2,431
Danaher COM 235851102 15,672 58,400 SH   SOLE   31,145 0 27,255
Docusign COM 256163106 14,464 51,738 SH   SOLE   27,017 0 24,721
Exxon Mobil COM 30231G102 524 8,300 SH   SOLE   8,300 0 0
Facebook Inc Cl A COM 30303M102 33,027 94,984 SH   SOLE   53,088 0 41,896
General Electric Co COM 369604301 638 47,400 SH   SOLE   47,400 0 0
Global Pmts Inc Com COM 37940X102 14,441 77,003 SH   SOLE   39,550 0 37,453
Hercules Capital Inc COM 427096508 261 15,315 SH   SOLE   15,315 0 0
Home Depot Inc COM 437076102 3,653 11,455 SH   SOLE   8,509 0 2,946
Honeywell Int'l COM 438516106 14,658 66,825 SH   SOLE   34,506 0 32,319
IBM COM 459200101 1,566 10,684 SH   SOLE   10,684 0 0
Idexx Labs Inc Com COM 45168D104 15,402 24,387 SH   SOLE   12,886 0 11,501
Intel Corp COM 458140100 584 10,400 SH   SOLE   10,400 0 0
Intuit COM 461202103 14,544 29,671 SH   SOLE   15,523 0 14,148
Invesco QQQ Trust COM 46090E103 483 1,363 SH   SOLE   1,088 0 275
Iqvia Hldgs Inc COM 46266C105 15,078 62,222 SH   SOLE   32,845 0 29,377
Jack Henry & Assoc COM 426281101 4,774 29,196 SH   SOLE   21,285 0 7,911
Johnson & Johnson COM 478160104 15,190 92,207 SH   SOLE   48,423 0 43,784
Mastercard Inc COM 57636Q104 14,523 39,778 SH   SOLE   20,735 0 19,043
Match Group Inc COM 57667L107 4,813 29,847 SH   SOLE   21,962 0 7,885
Merck COM 58933Y105 1,400 18,000 SH   SOLE   18,000 0 0
Microsoft COM 594918104 70,647 260,788 SH   SOLE   154,975 0 105,813
Moodys Corp Com COM 615369105 1,238 3,416 SH   SOLE   0 0 3,416
Netflix COM 64110L106 13,526 25,607 SH   SOLE   12,818 0 12,789
Nike Inc Cl B COM 654106103 13,391 86,678 SH   SOLE   43,388 0 43,290
Nvidia Corp COM 67066G104 14,666 18,330 SH   SOLE   9,520 0 8,810
O'Reilly Automotive COM 67103H107 3,685 6,509 SH   SOLE   4,767 0 1,742
Paypal COM 70450Y103 15,001 51,464 SH   SOLE   26,682 0 24,782
S&P Global COM 78409V104 12,919 31,475 SH   SOLE   17,667 0 13,808
Salesforce COM 79466L302 14,451 59,158 SH   SOLE   30,746 0 28,412
Servicenow Inc COM 81762P102 14,405 26,213 SH   SOLE   13,664 0 12,549
Shopify Inc COM 82509L107 12,955 8,867 SH   SOLE   4,405 0 4,462
Spotify Technology COM L8681T102 3,652 13,250 SH   SOLE   9,680 0 3,570
Square Inc COM 852234103 4,972 20,393 SH   SOLE   14,841 0 5,552
Starbucks COM 855244109 235 2,105 SH   SOLE   1,530 0 575
Tesla Inc COM 88160R101 12,317 18,121 SH   SOLE   9,995 0 8,126
Texas Instruments COM 882508104 14,697 76,425 SH   SOLE   39,980 0 36,445
The Trade Desk Inc COM 88339J105 12,925 167,071 SH   SOLE   83,257 0 83,814
Thermo Fisher Scientific COM 883556102 5,825 11,547 SH   SOLE   8,461 0 3,086
Transdigm Group Inc Com COM 893641100 14,679 22,677 SH   SOLE   11,721 0 10,956
Union Pacific Corp COM 907818108 17,645 80,229 SH   SOLE   48,308 0 31,921
Unitedhealth Group COM 91324P102 15,405 38,470 SH   SOLE   20,403 0 18,067
US Bancorp COM 902973304 294 5,157 SH   SOLE   5,157 0 0
Verizon Communications COM 92343V104 568 10,135 SH   SOLE   10,135 0 0
Visa COM 92826C839 14,510 62,056 SH   SOLE   32,258 0 29,798
Wal-Mart Stores Inc COM 931142103 3,748 26,580 SH   SOLE   26,580 0 0
Walt Disney COM 254687106 3,777 21,490 SH   SOLE   15,974 0 5,516
Workday Inc COM 98138H101 14,438 60,475 SH   SOLE   31,679 0 28,796
Zoetis Inc COM 98978V103 15,346 82,348 SH   SOLE   44,073 0 38,275
Consumer Staples Select Sector ETFS 81369Y308 2,985 42,658 SH   SOLE   42,658 0 0
Health Care Select Sector SPDR ETFS 81369Y209 3,065 24,338 SH   SOLE   24,338 0 0
Industrial Select Sector SPDR ETFS 81369Y704 9,563 93,390 SH   SOLE   92,766 0 624
iShares Cohen & Steers REIT ET ETFS 464287564 675 10,330 SH   SOLE   10,330 0 0
iShares Core MSCI Emerging Mar ETFS 46434G103 459 6,858 SH   SOLE   6,858 0 0
iShares Gold Trust ETF ETFS 464285204 9,425 279,580 SH   SOLE   279,580 0 0
iShares S&P 100 ETF ETFS 464287101 4,988 25,424 SH   SOLE   25,424 0 0
iShares Tr MSCI EAFE Idx ETF ETFS 464287465 14,892 188,794 SH   SOLE   188,586 0 208
iShares Tr S&P 500 Value ETF ETFS 464287408 26,563 179,915 SH   SOLE   179,915 0 0
ProShares S&P 500 Dividend Ari ETFS 74348A467 11,894 131,242 SH   SOLE   130,532 0 710
Real Estate Select Sector SPDR ETFS 81369Y860 8,225 185,537 SH   SOLE   184,515 0 1,022
SPDR Portfolio S&P 500 Growth ETFS 78464A409 5,113 81,195 SH   SOLE   81,195 0 0
SPDR S&P 500 ETF ETFS 78462F103 285 666 SH   SOLE   666 0 0
Vanguard High Dividend Yield E ETFS 921946406 4,231 40,384 SH   SOLE   40,384 0 0
Vanguard Index Fds Mid Cap ETF ETFS 922908629 9,917 41,781 SH   SOLE   41,379 0 402
Vanguard Index Fds Sm Cap Valu ETFS 922908611 15,012 86,445 SH   SOLE   86,445 0 0
Vanguard Index Fds Small Cp ET ETFS 922908751 3,573 15,860 SH   SOLE   15,710 0 150
Vanguard Index Fds Sml Cp Grw ETFS 922908595 17,796 61,411 SH   SOLE   61,411 0 0
Vanguard Index Fds Value ETF ETFS 922908744 3,477 25,294 SH   SOLE   25,061 0 233
Vanguard Intl Eqty Idx FTSE Eu ETFS 922042874 1,254 18,645 SH   SOLE   18,645 0 0
Vanguard Real Estate ETF ETFS 922908553 8,170 80,263 SH   SOLE   79,533 0 730
Vanguard S&P 500 ETF ETFS 922908363 21,079 53,566 SH   SOLE   53,052 0 514
Vanguard Total Stock Market ET ETFS 922908769 716 3,213 SH   SOLE   3,213 0 0
iShares U.S. Preferred Stock ETFS 464288687 8,382 213,080 SH   SOLE   211,740 0 1,340
Invesco Preferred ETF PFD 46138E511 217 14,140 SH   SOLE   11,775 0 2,365
Wells Fargo & Co New 7.5 Perp PFD 949746804 490 321 SH   SOLE   321 0 0
Royal Dutch Shell PLC Spons AD ADR 780259206 808 20,000 SH   SOLE   20,000 0 0
Vanguard Inst Index Fund - Sta COM vangcasc3 69,609 510,177 SH   SOLE   510,177 0 0