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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Abbott Laboratories COM 002824100   1,539,798 14,124 SH   SOLE   5,610 0 8,514
Accenture Plc COM G1151C101   2,703,161 8,760 SH   SOLE   3,354 0 5,406
Adobe Inc COM 00724F101   13,139,650 26,871 SH   SOLE   9,355 0 17,516
Alphabet Class C COM 02079K107   25,488,502 210,701 SH   SOLE   78,010 0 132,691
Amazon.com Inc COM 023135106   17,376,988 133,300 SH   SOLE   45,785 0 87,515
Ametek Inc COM 031100100   2,471,908 15,270 SH   SOLE   5,127 0 10,143
Amgen Inc COM 031162100   1,516,841 6,832 SH   SOLE   2,419 0 4,413
Analog Devices Inc COM 032654105   13,042,919 66,952 SH   SOLE   23,150 0 43,802
Apple Inc COM 037833100   35,979,107 185,488 SH   SOLE   72,195 0 113,293
Aptiv PLC COM G6095L109   1,338,910 13,115 SH   SOLE   4,449 0 8,666
Arista Networks Inc COM 040413106   13,225,068 81,606 SH   SOLE   28,039 0 53,567
AT&T Inc COM 00206R102   341,984 21,441 SH   SOLE   21,441 0 0
Booz Allen Hamilton Hldg COM 099502106   13,479,494 120,784 SH   SOLE   42,024 0 78,760
Bristol-Myers Squibb Co COM 110122108   1,801,791 28,175 SH   SOLE   28,175 0 0
Caterpillar Inc COM 149123101   1,769,838 7,193 SH   SOLE   7,193 0 0
Coca-Cola COM 191216100   1,425,889 23,678 SH   SOLE   8,277 0 15,401
Costar Group Inc COM 22160N109   1,579,216 17,744 SH   SOLE   5,999 0 11,745
Costco Wholesale Corp COM 22160K105   1,436,398 2,668 SH   SOLE   1,031 0 1,637
Danaher COM 235851102   3,389,760 14,124 SH   SOLE   3,067 0 11,057
Dollar Gen Corp Com COM 256677105   12,117,368 71,371 SH   SOLE   24,292 0 47,079
Ecolab Inc COM 278865100   12,205,606 65,379 SH   SOLE   22,383 0 42,996
EOG Resources COM 26875P101   2,954,612 25,818 SH   SOLE   3,853 0 21,965
Estee Lauder Cos COM 518439104   1,333,027 6,788 SH   SOLE   2,311 0 4,477
Exxon Mobil COM 30231G102   890,175 8,300 SH   SOLE   8,300 0 0
General Electric Co COM 369604301   650,861 5,925 SH   SOLE   5,925 0 0
Guidewire Software COM 40171V100   2,331,852 30,650 SH   SOLE   11,585 0 19,065
HCA Healthcare COM 40412C101   1,369,302 4,512 SH   SOLE   1,428 0 3,084
Hercules Capital Inc COM 427096508   208,902 14,115 SH   SOLE   14,115 0 0
Home Depot Inc COM 437076102   1,369,301 4,408 SH   SOLE   1,692 0 2,716
Honeywell Int'l COM 438516106   13,204,470 63,636 SH   SOLE   21,567 0 42,069
IBM COM 459200101   1,429,626 10,684 SH   SOLE   10,684 0 0
Idexx Labs Inc Com COM 45168D104   12,413,117 24,716 SH   SOLE   8,446 0 16,270
Intel Corp COM 458140100   347,776 10,400 SH   SOLE   10,400 0 0
Intuit COM 461202103   13,047,877 28,477 SH   SOLE   9,812 0 18,665
Johnson & Johnson COM 478160104   3,119,886 18,849 SH   SOLE   2,995 0 15,854
Lilly Eli & Co Com COM 532457108   1,503,550 3,206 SH   SOLE   1,230 0 1,976
Linde plc COM G54950103   1,189,732 3,122 SH   SOLE   1,247 0 1,875
Lululemon Athletica In Com COM 550021109   1,331,941 3,519 SH   SOLE   1,275 0 2,244
Mastercard Inc COM 57636Q104   13,562,950 34,485 SH   SOLE   11,768 0 22,717
McDonalds Corp COM 580135101   12,190,944 40,853 SH   SOLE   13,803 0 27,050
Merck COM 58933Y105   14,379,094 124,613 SH   SOLE   54,076 0 70,537
Microsoft COM 594918104   36,954,379 108,517 SH   SOLE   46,615 0 61,902
Nvidia Corp COM 67066G104   20,672,987 48,870 SH   SOLE   16,784 0 32,086
Palo Alto Networks COM 697435105   13,034,587 51,014 SH   SOLE   17,514 0 33,500
Pepsico COM 713448108   12,231,744 66,039 SH   SOLE   22,884 0 43,155
Pioneer Natural Res COM 723787107   1,173,882 5,666 SH   SOLE   2,019 0 3,647
Procter & Gamble COM 742718109   1,453,821 9,581 SH   SOLE   3,696 0 5,885
Qualcomm COM 747525103   13,102,852 110,071 SH   SOLE   37,714 0 72,357
S&P Global COM 78409V104   12,310,129 30,707 SH   SOLE   10,499 0 20,208
Starbucks COM 855244109   12,278,586 123,951 SH   SOLE   43,165 0 80,786
Stryker Corp COM 863667101   12,307,331 40,340 SH   SOLE   13,862 0 26,478
Texas Instruments COM 882508104   2,355,562 13,085 SH   SOLE   4,946 0 8,139
Thermo Fisher Scientific COM 883556102   3,256,763 6,242 SH   SOLE   1,147 0 5,095
TJX Corp COM 872540109   12,399,690 146,240 SH   SOLE   50,686 0 95,554
Union Pacific Corp COM 907818108   2,946,528 14,400 SH   SOLE   14,400 0 0
UnitedHealth Group COM 91324P102   12,417,334 25,835 SH   SOLE   9,156 0 16,679
Verizon Communications COM 92343V104   342,148 9,200 SH   SOLE   9,200 0 0
Visa COM 92826C839   13,453,005 56,649 SH   SOLE   19,409 0 37,240
Wal-Mart Stores Inc COM 931142103   4,177,844 26,580 SH   SOLE   26,580 0 0
Workday Inc COM 98138H101   13,071,125 57,865 SH   SOLE   19,936 0 37,929
Yum! Brands COM 988498101   1,444,384 10,425 SH   SOLE   4,079 0 6,346
Consumer Staples Select Sector ETFS 81369Y308   3,832,766 51,675 SH   SOLE   51,675 0 0
Energy Select Sector SPDR Fund ETFS 81369Y506   4,578,475 56,406 SH   SOLE   56,006 0 400
Health Care Select Sector SPDR ETFS 81369Y209   2,942,359 22,168 SH   SOLE   22,168 0 0
Invesco QQQ Trust ETFS 46090E103   401,929 1,088 SH   SOLE   1,050 0 38
iShares Core S&P 500 ETF ETFS 464287200   210,821 473 SH   SOLE   473 0 0
iShares Gold Trust ETF ETFS 464285204   14,411,204 396,021 SH   SOLE   396,021 0 0
iShares MSCI Emerging Markets ETFS 46434G764   2,079,200 40,000 SH   SOLE   40,000 0 0
iShares S&P 100 ETF ETFS 464287101   9,739,103 47,035 SH   SOLE   47,035 0 0
iShares Tr MSCI EAFE Idx ETF ETFS 464287465   15,571,332 214,777 SH   SOLE   214,401 0 376
iShares Tr MSCI Emerg Mkt ETF ETFS 464287234   2,091,260 52,863 SH   SOLE   52,194 0 669
iShares Tr S&P 500 Value ETF ETFS 464287408   19,025,578 118,032 SH   SOLE   118,032 0 0
ProShares S&P 500 Dividend Ari ETFS 74348A467   21,530,421 228,367 SH   SOLE   226,871 0 1,496
SPDR Portfolio S&P 500 Growth ETFS 78464A409   17,856,346 292,679 SH   SOLE   291,398 0 1,281
SPDR S&P 500 ETF ETFS 78462F103   295,224 666 SH   SOLE   666 0 0
Vanguard High Dividend Yield E ETFS 921946406   4,893,591 46,135 SH   SOLE   46,135 0 0
Vanguard Index Fds Mid Cap ETF ETFS 922908629   6,463,677 29,359 SH   SOLE   29,072 0 287
Vanguard Index Fds Sm Cap Valu ETFS 922908611   12,288,889 74,298 SH   SOLE   74,298 0 0
Vanguard Index Fds Small Cp ET ETFS 922908751   5,855,322 29,440 SH   SOLE   29,124 0 316
Vanguard Index Fds Sml Cp Grw ETFS 922908595   12,098,108 52,660 SH   SOLE   52,660 0 0
Vanguard Index Fds Value ETF ETFS 922908744   17,828,719 125,466 SH   SOLE   124,487 0 979
Vanguard Total Stock Market ET ETFS 922908769   322,282 1,463 SH   SOLE   1,463 0 0
iShares U.S. Preferred Stock ETFS 464288687   5,525,892 178,658 SH   SOLE   178,053 0 605
Invesco Preferred ETF PFD 46138E511   145,593 12,805 SH   SOLE   10,440 0 2,365
Wells Fargo & Co New 7.5 Perp PFD 949746804   357,120 310 SH   SOLE   310 0 0
Shell plc ADR 780259305   1,207,600 20,000 SH   SOLE   20,000 0 0
Vanguard Inst Index Fund - Sta COM vangcasc3   74,016,745 510,653 SH   SOLE   510,653 0 0