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 Laboratories COM 002824100 16,417 116,647 SH   SOLE   61,460 0 55,187
Accenture Plc COM G1151C101 16,461 39,709 SH   SOLE   21,011 0 18,698
Adobe Inc COM 00724F101 14,506 25,581 SH   SOLE   12,844 0 12,737
Alphabet Class A COM 02079K305 14,905 5,145 SH   SOLE   2,357 0 2,788
Alphabet Class C COM 02079K107 36,289 12,541 SH   SOLE   7,950 0 4,591
Amazon.com Inc COM 023135106 51,255 15,372 SH   SOLE   8,803 0 6,569
Ametek Inc COM 031100100 15,745 107,078 SH   SOLE   55,372 0 51,706
Amphenol Corp COM 032095101 4,111 47,001 SH   SOLE   35,970 0 11,031
Analog Devices Inc COM 032654105 14,396 81,903 SH   SOLE   40,693 0 41,210
Apple Inc COM 037833100 89,264 502,699 SH   SOLE   304,635 0 198,064
Aptiv PLC COM G6095L109 5,979 36,249 SH   SOLE   20,860 0 15,389
AT&T Inc COM 00206R102 618 25,133 SH   SOLE   23,761 0 1,372
Atlassian Corporation Plc COM G06242104 14,191 37,218 SH   SOLE   18,475 0 18,743
BayCom Corp COM 07272M107 2,571 137,040 SH   SOLE   137,040 0 0
Boeing COM 097023105 15,481 76,895 SH   SOLE   39,898 0 36,997
Bristol-Myers Squibb Co COM 110122108 1,757 28,175 SH   SOLE   28,175 0 0
Caterpillar Inc COM 149123101 1,569 7,588 SH   SOLE   7,588 0 0
Chipotle Mexican Grill COM 169656105 14,930 8,540 SH   SOLE   4,290 0 4,250
Chubb Corp Com COM H1467J104 14,786 76,486 SH   SOLE   38,544 0 37,942
Costar Group Inc COM 22160N109 4,255 53,834 SH   SOLE   41,208 0 12,626
Costco Wholesale Corp COM 22160K105 4,656 8,202 SH   SOLE   6,279 0 1,923
Danaher COM 235851102 16,810 51,094 SH   SOLE   27,108 0 23,986
Docusign COM 256163106 4,035 26,492 SH   SOLE   20,285 0 6,207
Exxon Mobil COM 30231G102 508 8,300 SH   SOLE   8,300 0 0
General Electric Co COM 369604301 560 5,925 SH   SOLE   5,925 0 0
Hercules Capital Inc COM 427096508 254 15,315 SH   SOLE   15,315 0 0
Home Depot Inc COM 437076102 4,689 11,298 SH   SOLE   8,625 0 2,673
Honeywell Int'l COM 438516106 5,305 25,444 SH   SOLE   19,314 0 6,130
Hubspot Inc COM 443573100 3,994 6,060 SH   SOLE   4,640 0 1,420
IBM COM 459200101 1,428 10,684 SH   SOLE   10,684 0 0
Idexx Labs Inc Com COM 45168D104 16,310 24,770 SH   SOLE   12,986 0 11,784
Intel Corp COM 458140100 536 10,400 SH   SOLE   10,400 0 0
Intuit COM 461202103 14,491 22,529 SH   SOLE   11,337 0 11,192
Iqvia Hldgs Inc COM 46266C105 16,347 57,939 SH   SOLE   30,253 0 27,686
J P Morgan Chase & Co COM 46625H100 14,843 93,733 SH   SOLE   47,371 0 46,362
Johnson & Johnson COM 478160104 16,054 93,847 SH   SOLE   48,963 0 44,884
Mastercard Inc COM 57636Q104 15,835 44,069 SH   SOLE   22,886 0 21,183
Merck COM 58933Y105 1,380 18,000 SH   SOLE   18,000 0 0
Meta Platforms COM 30303M102 30,519 90,735 SH   SOLE   50,425 0 40,310
Microsoft COM 594918104 79,538 236,495 SH   SOLE   143,017 0 93,478
Moodys Corp Com COM 615369105 1,387 3,552 SH   SOLE   0 0 3,552
Netflix COM 64110L106 14,656 24,328 SH   SOLE   12,292 0 12,036
Nike Inc Cl B COM 654106103 15,010 90,059 SH   SOLE   45,969 0 44,090
Nvidia Corp COM 67066G104 25,864 87,939 SH   SOLE   49,353 0 38,586
Palo Alto Networks COM 697435105 4,013 7,208 SH   SOLE   5,533 0 1,675
Paypal COM 70450Y103 15,373 81,521 SH   SOLE   41,956 0 39,565
S&P Global COM 78409V104 13,383 28,359 SH   SOLE   15,881 0 12,478
Salesforce COM 79466L302 14,426 56,767 SH   SOLE   28,500 0 28,267
Servicenow Inc COM 81762P102 14,530 22,384 SH   SOLE   11,173 0 11,211
Shopify Inc COM 82509L107 7,379 5,357 SH   SOLE   2,800 0 2,557
Starbucks COM 855244109 246 2,105 SH   SOLE   1,530 0 575
Tesla Inc COM 88160R101 28,561 27,026 SH   SOLE   16,426 0 10,600
Texas Instruments COM 882508104 14,258 75,653 SH   SOLE   37,951 0 37,702
The Trade Desk Inc COM 88339J105 4,309 47,021 SH   SOLE   35,564 0 11,457
Thermo Fisher Scientific COM 883556102 5,950 8,917 SH   SOLE   6,832 0 2,085
Transdigm Group Inc Com COM 893641100 15,795 24,824 SH   SOLE   12,786 0 12,038
Union Pacific Corp COM 907818108 19,522 77,488 SH   SOLE   47,081 0 30,407
Unitedhealth Group COM 91324P102 16,479 32,817 SH   SOLE   17,483 0 15,334
US Bancorp COM 902973304 290 5,157 SH   SOLE   5,157 0 0
Verizon Communications COM 92343V104 527 10,135 SH   SOLE   10,135 0 0
Visa COM 92826C839 15,570 71,848 SH   SOLE   37,297 0 34,551
Wal-Mart Stores Inc COM 931142103 3,846 26,580 SH   SOLE   26,580 0 0
Walt Disney COM 254687106 4,627 29,872 SH   SOLE   22,875 0 6,997
Workday Inc COM 98138H101 14,370 52,601 SH   SOLE   26,443 0 26,158
Zoetis Inc COM 98978V103 16,186 66,327 SH   SOLE   34,471 0 31,856
Consumer Staples Select Sector ETFS 81369Y308 3,628 47,054 SH   SOLE   47,054 0 0
Health Care Select Sector SPDR ETFS 81369Y209 3,565 25,306 SH   SOLE   25,306 0 0
Invesco QQQ Trust ETFS 46090E103 542 1,363 SH   SOLE   1,088 0 275
iShares Cohen & Steers REIT ET ETFS 464287564 786 10,330 SH   SOLE   10,330 0 0
iShares Gold Trust ETF ETFS 464285204 9,732 279,580 SH   SOLE   279,580 0 0
iShares MSCI Emerging Markets ETFS 46434G764 569 9,392 SH   SOLE   9,392 0 0
iShares S&P 100 ETF ETFS 464287101 6,511 29,715 SH   SOLE   29,715 0 0
iShares Tr MSCI EAFE Idx ETF ETFS 464287465 15,080 191,666 SH   SOLE   191,458 0 208
iShares Tr S&P 500 Value ETF ETFS 464287408 28,180 179,915 SH   SOLE   179,915 0 0
ProShares S&P 500 Dividend Ari ETFS 74348A467 16,139 164,386 SH   SOLE   163,472 0 914
Real Estate Select Sector SPDR ETFS 81369Y860 5,791 111,773 SH   SOLE   111,315 0 458
Select Sector Financial Select ETFS 81369Y605 1,572 40,261 SH   SOLE   40,261 0 0
SPDR Portfolio S&P 500 Growth ETFS 78464A409 6,611 91,229 SH   SOLE   91,229 0 0
SPDR S&P 500 ETF ETFS 78462F103 316 666 SH   SOLE   666 0 0
Vanguard High Dividend Yield E ETFS 921946406 7,022 62,637 SH   SOLE   62,637 0 0
Vanguard Index Fds Mid Cap ETF ETFS 922908629 9,600 37,682 SH   SOLE   37,299 0 383
Vanguard Index Fds Sm Cap Valu ETFS 922908611 15,461 86,445 SH   SOLE   86,445 0 0
Vanguard Index Fds Small Cp ET ETFS 922908751 8,067 35,693 SH   SOLE   35,342 0 351
Vanguard Index Fds Sml Cp Grw ETFS 922908595 17,305 61,411 SH   SOLE   61,411 0 0
Vanguard Index Fds Value ETF ETFS 922908744 8,178 55,588 SH   SOLE   54,984 0 604
Vanguard Intl Eqty Idx FTSE Eu ETFS 922042874 1,588 23,270 SH   SOLE   23,270 0 0
Vanguard Real Estate ETF ETFS 922908553 5,715 49,259 SH   SOLE   48,764 0 495
Vanguard S&P 500 ETF ETFS 922908363 21,434 49,097 SH   SOLE   48,583 0 514
Vanguard Total Stock Market ET ETFS 922908769 566 2,343 SH   SOLE   2,343 0 0
iShares U.S. Preferred Stock ETFS 464288687 8,599 218,076 SH   SOLE   216,736 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 478 321 SH   SOLE   321 0 0
ASML Hldg Nv N Y Shs ADR N07059210 4,028 5,059 SH   SOLE   3,861 0 1,198
Shell plc ADR 780259305 868 20,000 SH   SOLE   20,000 0 0
Vanguard Inst Index Fund - Sta COM vangcasc3 77,606 510,177 SH   SOLE   510,177 0 0