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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Accenture Plc COM G1151C101   2,382,679 7,853 SH   SOLE   2,847 0 5,006
Alphabet Class C COM 02079K107   35,781,574 195,080 SH   SOLE   62,315 0 132,765
Amazon.com Inc COM 023135106   40,211,460 208,080 SH   SOLE   66,917 0 141,163
Ametek Inc COM 031100100   8,711,598 52,256 SH   SOLE   16,771 0 35,485
Amgen Inc COM 031162100   241,211 772 SH   SOLE   482 0 290
Analog Devices Inc COM 032654105   1,666,983 7,303 SH   SOLE   2,380 0 4,923
Apple Inc COM 037833100   64,983,220 308,533 SH   SOLE   101,378 0 207,155
Arista Networks Inc COM 040413106   1,898,901 5,418 SH   SOLE   1,680 0 3,738
AT&T Inc COM 00206R102   392,309 20,529 SH   SOLE   20,529 0 0
Bristol-Myers Squibb Co COM 110122108   1,162,840 28,000 SH   SOLE   28,000 0 0
Broadcom Inc COM 11135f101   19,346,636 12,050 SH   SOLE   4,041 0 8,009
Caterpillar Inc COM 149123101   2,321,041 6,968 SH   SOLE   6,968 0 0
Chipotle Mexican Grill COM 169656105   1,682,152 26,850 SH   SOLE   8,300 0 18,550
Costar Group Inc COM 22160N109   1,126,187 15,190 SH   SOLE   4,701 0 10,489
Costco Wholesale Corp COM 22160K105   16,001,062 18,825 SH   SOLE   6,239 0 12,586
Crowdstrike Holdings Inc Cl A COM 22788c105   1,465,319 3,824 SH   SOLE   1,200 0 2,624
Danaher COM 235851102   233,110 933 SH   SOLE   933 0 0
Ecolab Inc COM 278865100   15,856,274 66,623 SH   SOLE   21,980 0 44,643
Exxon Mobil COM 30231G102   955,496 8,300 SH   SOLE   8,300 0 0
GE Vernova Inc COM 36828A101   254,006 1,481 SH   SOLE   1,481 0 0
General Electric Co COM 369604301   941,897 5,925 SH   SOLE   5,925 0 0
Guidewire Software COM 40171V100   2,044,633 14,828 SH   SOLE   5,292 0 9,536
HCA Healthcare COM 40412C101   1,581,019 4,921 SH   SOLE   1,502 0 3,419
Hercules Capital Inc COM 427096508   288,652 14,115 SH   SOLE   14,115 0 0
Home Depot Inc COM 437076102   9,053,512 26,300 SH   SOLE   10,301 0 15,999
IBM COM 459200101   1,847,798 10,684 SH   SOLE   10,684 0 0
Idexx Labs Inc Com COM 45168D104   877,934 1,802 SH   SOLE   610 0 1,192
Illumina Inc Com COM 452327109   670,328 6,422 SH   SOLE   1,989 0 4,433
Intel Corp COM 458140100   309,700 10,000 SH   SOLE   10,000 0 0
Intuit COM 461202103   2,039,323 3,103 SH   SOLE   1,120 0 1,983
J P Morgan Chase & Co COM 46625H100   1,528,277 7,556 SH   SOLE   2,743 0 4,813
Lilly Eli & Co Com COM 532457108   20,026,100 22,119 SH   SOLE   7,323 0 14,796
Linde plc COM G54950103   1,490,199 3,396 SH   SOLE   1,215 0 2,181
Marriott Intl Inc New Cl A COM 571903202   4,487,009 18,559 SH   SOLE   2,212 0 16,347
Mastercard Inc COM 57636Q104   15,835,879 35,896 SH   SOLE   11,748 0 24,148
Merck COM 58933Y105   3,852,285 31,117 SH   SOLE   22,003 0 9,114
Meta Platforms COM 30303M102   18,378,315 36,449 SH   SOLE   11,424 0 25,025
Microsoft COM 594918104   69,839,513 156,258 SH   SOLE   50,311 0 105,947
Monolithic Power Systems COM 609839105   12,002,280 14,607 SH   SOLE   4,324 0 10,283
Netflix COM 64110L106   15,881,276 23,532 SH   SOLE   7,637 0 15,895
Nvidia Corp COM 67066G104   61,296,471 496,167 SH   SOLE   156,977 0 339,190
O'Reilly Automotive COM 67103H107   1,843,881 1,746 SH   SOLE   565 0 1,181
Palo Alto Networks COM 697435105   16,582,335 48,914 SH   SOLE   15,821 0 33,093
Pepsico COM 713448108   1,358,034 8,234 SH   SOLE   2,925 0 5,309
Procter & Gamble COM 742718109   1,411,715 8,560 SH   SOLE   3,011 0 5,549
S&P Global COM 78409V104   8,337,524 18,694 SH   SOLE   6,168 0 12,526
Salesforce COM 79466L302   10,416,149 40,514 SH   SOLE   13,312 0 27,202
Spotify Technology COM L8681T102   1,679,404 5,352 SH   SOLE   1,710 0 3,642
Stryker Corp COM 863667101   15,890,355 46,702 SH   SOLE   15,240 0 31,462
Tesla Inc COM 88160R101   6,430,506 32,497 SH   SOLE   12,442 0 20,055
Thermo Fisher Scientific COM 883556102   1,742,503 3,151 SH   SOLE   1,091 0 2,060
TJX Corp COM 872540109   1,946,017 17,675 SH   SOLE   6,616 0 11,059
Transdigm Group Inc Com COM 893641100   11,499,768 9,001 SH   SOLE   2,657 0 6,344
Uber Technologies Inc COM 90353T100   1,487,033 20,460 SH   SOLE   6,326 0 14,134
Union Pacific Corp COM 907818108   12,135,908 53,637 SH   SOLE   26,883 0 26,754
UnitedHealth Group COM 91324P102   16,743,450 32,878 SH   SOLE   10,836 0 22,042
US Bancorp COM 902973304   204,733 5,157 SH   SOLE   5,157 0 0
Verizon Communications COM 92343V104   371,160 9,000 SH   SOLE   9,000 0 0
Visa COM 92826C839   15,658,698 59,659 SH   SOLE   19,344 0 40,315
Wal-Mart Stores Inc COM 931142103   5,399,195 79,740 SH   SOLE   79,740 0 0
Energy Select Sector SPDR Fund ETFS 81369Y506   2,251,040 24,696 SH   SOLE   24,284 0 412
Invesco QQQ Trust ETFS 46090E103   526,542 1,099 SH   SOLE   981 0 118
Invesco S&P 500 Equal Weight E ETFS 46137V357   3,050,351 18,568 SH   SOLE   18,568 0 0
iShares Core S&P 500 ETF ETFS 464287200   406,592 743 SH   SOLE   743 0 0
iShares Gold Trust ETF ETFS 464285204   17,397,203 396,021 SH   SOLE   396,021 0 0
iShares MSCI Emerging Markets ETFS 46434G764   2,368,000 40,000 SH   SOLE   40,000 0 0
iShares S&P 100 ETF ETFS 464287101   12,910,572 48,848 SH   SOLE   48,848 0 0
iShares Tr MSCI EAFE Idx ETF ETFS 464287465   16,374,025 209,039 SH   SOLE   208,663 0 376
iShares Tr MSCI Emerg Mkt ETF ETFS 464287234   1,954,625 45,894 SH   SOLE   45,159 0 735
iShares TR Russell 1000 ETF ETFS 464287622   260,347 875 SH   SOLE   875 0 0
iShares Tr S&P 500 Value ETF ETFS 464287408   21,483,004 118,032 SH   SOLE   118,032 0 0
ProShares S&P 500 Dividend Ari ETFS 74348A467   25,773,875 268,115 SH   SOLE   266,482 0 1,633
SPDR Portfolio S&P 500 Growth ETFS 78464A409   22,217,244 277,265 SH   SOLE   276,180 0 1,085
SPDR S&P 500 ETF ETFS 78462F103   362,451 666 SH   SOLE   666 0 0
Vanguard High Dividend Yield E ETFS 921946406   6,821,218 57,514 SH   SOLE   57,514 0 0
Vanguard Index Fds Mid Cap ETF ETFS 922908629   6,891,376 28,465 SH   SOLE   28,178 0 287
Vanguard Index Fds Sm Cap Valu ETFS 922908611   13,560,871 74,298 SH   SOLE   74,298 0 0
Vanguard Index Fds Small Cp ET ETFS 922908751   5,623,034 25,789 SH   SOLE   25,473 0 316
Vanguard Index Fds Sml Cp Grw ETFS 922908595   13,171,846 52,660 SH   SOLE   52,660 0 0
Vanguard Index Fds Value ETF ETFS 922908744   21,869,016 136,332 SH   SOLE   135,353 0 979
Vanguard Total Stock Market ET ETFS 922908769   621,440 2,323 SH   SOLE   2,323 0 0
iShares U.S. Preferred Stock ETFS 464288687   5,601,008 177,528 SH   SOLE   177,528 0 0
Invesco Preferred ETF PFD 46138E511   120,582 10,440 SH   SOLE   10,440 0 0
Wells Fargo & Co New 7.5 Perp PFD 949746804   368,633 310 SH   SOLE   310 0 0
ASML Hldg Nv N Y Shs ADR N07059210   16,568,226 16,200 SH   SOLE   5,344 0 10,856
Shell plc ADR 780259305   1,443,600 20,000 SH   SOLE   20,000 0 0
Vanguard Inst Index Fund - Sta COM vangcasc3   91,932,217 510,653 SH   SOLE   510,653 0 0