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   1,574,661 14,306 SH   SOLE   5,433 0 8,873
Accenture Plc COM G1151C101   2,747,625 7,830 SH   SOLE   3,016 0 4,814
Adobe Inc COM 00724F101   2,242,619 3,759 SH   SOLE   1,528 0 2,231
Alphabet Class C COM 02079K107   30,374,502 215,529 SH   SOLE   79,590 0 135,939
Amazon.com Inc COM 023135106   28,548,918 187,896 SH   SOLE   65,801 0 122,095
Ametek Inc COM 031100100   8,569,333 51,970 SH   SOLE   17,978 0 33,992
Amgen Inc COM 031162100   222,351 772 SH   SOLE   482 0 290
Analog Devices Inc COM 032654105   15,479,142 77,957 SH   SOLE   26,920 0 51,037
Apple Inc COM 037833100   46,963,073 243,926 SH   SOLE   86,090 0 157,836
Aptiv PLC COM G6095L109   1,590,466 17,727 SH   SOLE   5,884 0 11,843
Arista Networks Inc COM 040413106   15,618,552 66,318 SH   SOLE   22,773 0 43,545
AT&T Inc COM 00206R102   344,477 20,529 SH   SOLE   20,529 0 0
Booking Holdings COM 09857L108   1,578,513 445 SH   SOLE   152 0 293
Bristol-Myers Squibb Co COM 110122108   1,436,680 28,000 SH   SOLE   28,000 0 0
Caterpillar Inc COM 149123101   2,060,229 6,968 SH   SOLE   6,968 0 0
Costar Group Inc COM 22160N109   1,752,869 20,058 SH   SOLE   6,330 0 13,728
Costco Wholesale Corp COM 22160K105   8,155,288 12,355 SH   SOLE   4,375 0 7,980
Danaher COM 235851102   215,840 933 SH   SOLE   933 0 0
Ecolab Inc COM 278865100   14,994,070 75,594 SH   SOLE   25,707 0 49,887
EOG Resources COM 26875P101   3,454,695 28,563 SH   SOLE   3,510 0 25,053
Exxon Mobil COM 30231G102   829,834 8,300 SH   SOLE   8,300 0 0
General Electric Co COM 369604301   756,208 5,925 SH   SOLE   5,925 0 0
Guidewire Software COM 40171V100   2,254,511 20,676 SH   SOLE   8,274 0 12,402
HCA Healthcare COM 40412C101   1,439,747 5,319 SH   SOLE   1,677 0 3,642
Hercules Capital Inc COM 427096508   235,297 14,115 SH   SOLE   14,115 0 0
Home Depot Inc COM 437076102   12,501,098 36,073 SH   SOLE   14,840 0 21,233
Honeywell Int'l COM 438516106   15,868,336 75,668 SH   SOLE   25,909 0 49,759
IBM COM 459200101   1,747,368 10,684 SH   SOLE   10,684 0 0
Idexx Labs Inc Com COM 45168D104   1,537,488 2,770 SH   SOLE   1,036 0 1,734
Illumina Inc Com COM 452327109   1,493,349 10,725 SH   SOLE   3,383 0 7,342
Intel Corp COM 458140100   522,600 10,400 SH   SOLE   10,400 0 0
Intuit COM 461202103   15,600,124 24,959 SH   SOLE   8,791 0 16,168
Lilly Eli & Co Com COM 532457108   16,191,769 27,777 SH   SOLE   9,606 0 18,171
Linde plc COM G54950103   1,649,822 4,017 SH   SOLE   1,547 0 2,470
Lululemon Athletica In Com COM 550021109   1,627,436 3,183 SH   SOLE   1,153 0 2,030
Mastercard Inc COM 57636Q104   8,886,336 20,835 SH   SOLE   7,341 0 13,494
McDonalds Corp COM 580135101   1,546,300 5,215 SH   SOLE   1,764 0 3,451
Merck COM 58933Y105   16,908,675 155,097 SH   SOLE   64,700 0 90,397
Meta Platforms COM 30303M102   3,284,749 9,280 SH   SOLE   2,165 0 7,115
Microsoft COM 594918104   52,377,860 139,288 SH   SOLE   49,889 0 89,399
Monolithic Power Systems COM 609839105   2,091,036 3,315 SH   SOLE   1,194 0 2,121
Netflix COM 64110L106   14,459,362 29,698 SH   SOLE   10,211 0 19,487
Nvidia Corp COM 67066G104   21,436,093 43,286 SH   SOLE   14,703 0 28,583
O'Reilly Automotive COM 67103H107   1,589,484 1,673 SH   SOLE   595 0 1,078
Palo Alto Networks COM 697435105   2,070,647 7,022 SH   SOLE   2,560 0 4,462
Pepsico COM 713448108   1,253,929 7,383 SH   SOLE   2,613 0 4,770
Procter & Gamble COM 742718109   1,316,955 8,987 SH   SOLE   3,438 0 5,549
S&P Global COM 78409V104   15,276,353 34,678 SH   SOLE   11,826 0 22,852
Salesforce COM 79466L302   15,638,673 59,431 SH   SOLE   20,294 0 39,137
Schlumberger Ltd COM 806857108   208,160 4,000 SH   SOLE   4,000 0 0
Starbucks COM 855244109   9,820,287 102,284 SH   SOLE   36,157 0 66,127
Stryker Corp COM 863667101   14,860,403 49,624 SH   SOLE   17,230 0 32,394
Tesla Inc COM 88160R101   6,726,105 27,069 SH   SOLE   10,872 0 16,197
Thermo Fisher Scientific COM 883556102   1,558,930 2,937 SH   SOLE   1,137 0 1,800
TJX Corp COM 872540109   1,713,721 18,268 SH   SOLE   7,339 0 10,929
Union Pacific Corp COM 907818108   19,307,451 78,607 SH   SOLE   36,407 0 42,200
UnitedHealth Group COM 91324P102   14,781,698 28,077 SH   SOLE   10,046 0 18,031
US Bancorp COM 902973304   223,195 5,157 SH   SOLE   5,157 0 0
Verizon Communications COM 92343V104   339,300 9,000 SH   SOLE   9,000 0 0
Visa COM 92826C839   16,208,350 62,256 SH   SOLE   21,483 0 40,773
Wal-Mart Stores Inc COM 931142103   4,190,337 26,580 SH   SOLE   26,580 0 0
Workday Inc COM 98138H101   15,748,395 57,047 SH   SOLE   19,706 0 37,341
Energy Select Sector SPDR Fund ETFS 81369Y506   2,118,134 25,264 SH   SOLE   24,852 0 412
Invesco QQQ Trust ETFS 46090E103   478,319 1,168 SH   SOLE   1,050 0 118
Invesco S&P 500 Equal Weight E ETFS 46137V357   2,747,771 17,413 SH   SOLE   17,413 0 0
iShares Core S&P 500 ETF ETFS 464287200   273,682 573 SH   SOLE   573 0 0
iShares Gold Trust ETF ETFS 464285204   15,456,700 396,021 SH   SOLE   396,021 0 0
iShares MSCI Emerging Markets ETFS 46434G764   2,216,400 40,000 SH   SOLE   40,000 0 0
iShares S&P 100 ETF ETFS 464287101   11,617,436 52,005 SH   SOLE   52,005 0 0
iShares Tr MSCI EAFE Idx ETF ETFS 464287465   16,267,538 215,893 SH   SOLE   215,517 0 376
iShares Tr MSCI Emerg Mkt ETF ETFS 464287234   2,225,985 55,359 SH   SOLE   54,690 0 669
iShares TR Russell 1000 ETF ETFS 464287622   229,477 875 SH   SOLE   875 0 0
iShares Tr S&P 500 Value ETF ETFS 464287408   20,524,584 118,032 SH   SOLE   118,032 0 0
ProShares S&P 500 Dividend Ari ETFS 74348A467   23,633,094 248,247 SH   SOLE   246,751 0 1,496
SPDR Portfolio S&P 500 Growth ETFS 78464A409   20,515,500 315,332 SH   SOLE   314,051 0 1,281
SPDR S&P 500 ETF ETFS 78462F103   316,556 666 SH   SOLE   666 0 0
Vanguard High Dividend Yield E ETFS 921946406   6,017,246 53,903 SH   SOLE   53,903 0 0
Vanguard Index Fds Mid Cap ETF ETFS 922908629   6,685,143 28,736 SH   SOLE   28,449 0 287
Vanguard Index Fds Sm Cap Valu ETFS 922908611   13,371,411 74,298 SH   SOLE   74,298 0 0
Vanguard Index Fds Small Cp ET ETFS 922908751   6,052,385 28,371 SH   SOLE   28,055 0 316
Vanguard Index Fds Sml Cp Grw ETFS 922908595   12,731,608 52,660 SH   SOLE   52,660 0 0
Vanguard Index Fds Value ETF ETFS 922908744   19,385,216 129,667 SH   SOLE   128,688 0 979
Vanguard Total Stock Market ET ETFS 922908769   551,075 2,323 SH   SOLE   2,323 0 0
iShares U.S. Preferred Stock ETFS 464288687   5,537,098 177,528 SH   SOLE   177,528 0 0
Invesco Preferred ETF PFD 46138E511   119,747 10,440 SH   SOLE   10,440 0 0
Wells Fargo & Co New 7.5 Perp PFD 949746804   370,530 310 SH   SOLE   310 0 0
Shell plc ADR 780259305   1,316,000 20,000 SH   SOLE   20,000 0 0
Vanguard Inst Index Fund - Sta COM vangcasc3   79,852,217 510,653 SH   SOLE   510,653 0 0