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
Accenture Plc COM G1151C101   1,667,133 4,739 SH   SOLE   1,272 0 3,467
Alphabet Class C COM 02079K107   36,259,776 190,400 SH   SOLE   51,742 0 138,658
Amazon.com Inc COM 023135106   38,964,761 177,605 SH   SOLE   48,294 0 129,311
Amgen Inc COM 031162100   201,214 772 SH   SOLE   482 0 290
Apple Inc COM 037833100   45,236,370 180,642 SH   SOLE   54,143 0 126,499
Arista Networks Inc COM 040413205   1,862,541 16,851 SH   SOLE   2,594 0 14,257
AT&T Inc COM 00206R102   467,445 20,529 SH   SOLE   20,529 0 0
Blackstone Inc COM 09260d107   6,738,001 39,079 SH   SOLE   10,777 0 28,302
Boston Scientific Corp Com COM 101137107   13,298,676 148,888 SH   SOLE   41,699 0 107,189
Bristol-Myers Squibb Co COM 110122108   1,583,680 28,000 SH   SOLE   28,000 0 0
Broadcom Inc COM 11135f101   21,353,160 92,103 SH   SOLE   25,051 0 67,052
Caterpillar Inc COM 149123101   2,527,712 6,968 SH   SOLE   6,968 0 0
Chipotle Mexican Grill COM 169656105   1,327,384 22,013 SH   SOLE   3,181 0 18,832
Costco Wholesale Corp COM 22160K105   12,239,535 13,358 SH   SOLE   3,742 0 9,616
Deckers Outdoor Corp COM 243537107   1,198,028 5,899 SH   SOLE   911 0 4,988
Eaton Corp Com COM G29183103   7,099,031 21,391 SH   SOLE   5,833 0 15,558
Ecolab Inc COM 278865100   12,706,471 54,227 SH   SOLE   15,737 0 38,490
Exxon Mobil COM 30231G102   892,831 8,300 SH   SOLE   8,300 0 0
GE Aerospace COM 369604301   988,231 5,925 SH   SOLE   5,925 0 0
GE Vernova Inc COM 36828A101   487,145 1,481 SH   SOLE   1,481 0 0
Guidewire Software COM 40171V100   14,261,868 84,600 SH   SOLE   24,077 0 60,523
Hercules Capital Inc COM 427096508   283,570 14,115 SH   SOLE   14,115 0 0
Home Depot Inc COM 437076102   12,988,765 33,391 SH   SOLE   10,022 0 23,369
Hubspot Inc COM 443573100   1,895,214 2,720 SH   SOLE   420 0 2,300
IBM COM 459200101   2,348,664 10,684 SH   SOLE   10,684 0 0
Intel Corp COM 458140100   200,500 10,000 SH   SOLE   10,000 0 0
J P Morgan Chase & Co COM 46625H100   13,545,293 56,507 SH   SOLE   16,294 0 40,213
Lilly Eli & Co Com COM 532457108   14,603,924 18,917 SH   SOLE   5,292 0 13,625
Linde plc COM G54950103   662,755 1,583 SH   SOLE   483 0 1,100
Marriott Intl Inc New Cl A COM 571903202   4,461,087 15,993 SH   SOLE   670 0 15,323
Mastercard Inc COM 57636Q104   3,090,439 5,869 SH   SOLE   631 0 5,238
Merck COM 58933Y105   7,291,685 73,298 SH   SOLE   37,511 0 35,787
Meta Platforms COM 30303M102   18,889,138 32,261 SH   SOLE   8,879 0 23,382
Microsoft COM 594918104   45,635,383 108,269 SH   SOLE   31,159 0 77,110
Monolithic Power Systems COM 609839105   8,008,068 13,534 SH   SOLE   3,575 0 9,959
Netflix COM 64110L106   13,710,284 15,382 SH   SOLE   4,244 0 11,138
Nvidia Corp COM 67066G104   49,770,426 370,619 SH   SOLE   98,376 0 272,243
O'Reilly Automotive COM 67103H107   1,280,664 1,080 SH   SOLE   200 0 880
Palo Alto Networks COM 697435105   14,147,390 77,750 SH   SOLE   21,767 0 55,983
Procter & Gamble COM 742718109   1,213,954 7,241 SH   SOLE   1,531 0 5,710
S&P Global COM 78409V104   7,446,545 14,952 SH   SOLE   4,015 0 10,937
Salesforce COM 79466L302   14,248,142 42,617 SH   SOLE   11,756 0 30,861
Servicenow Inc COM 81762P102   14,043,410 13,247 SH   SOLE   3,682 0 9,565
Shopify Inc COM 82509L107   1,151,341 10,828 SH   SOLE   1,672 0 9,156
Spotify Technology COM L8681T102   1,183,767 2,646 SH   SOLE   407 0 2,239
Stryker Corp COM 863667101   1,236,052 3,433 SH   SOLE   771 0 2,662
Tesla Inc COM 88160R101   13,594,062 33,662 SH   SOLE   11,446 0 22,216
The Trade Desk Inc COM 88339J105   1,276,493 10,861 SH   SOLE   2,350 0 8,511
TJX Corp COM 872540109   1,365,636 11,304 SH   SOLE   2,968 0 8,336
Transdigm Group Inc Com COM 893641100   1,530,874 1,208 SH   SOLE   65 0 1,143
Union Pacific Corp COM 907818108   12,119,870 53,148 SH   SOLE   25,389 0 27,759
US Bancorp COM 902973304   246,659 5,157 SH   SOLE   5,157 0 0
Verizon Communications COM 92343V104   359,910 9,000 SH   SOLE   9,000 0 0
Visa COM 92826C839   13,724,353 43,426 SH   SOLE   12,309 0 31,117
Wal-Mart Stores Inc COM 931142103   7,204,509 79,740 SH   SOLE   79,740 0 0
West Pharmaceutical Services I COM 955306105   1,196,577 3,653 SH   SOLE   720 0 2,933
Zscaler Inc Com COM 98980G102   1,882,939 10,437 SH   SOLE   1,611 0 8,826
Invesco QQQ Trust ETFS 46090E103   568,999 1,113 SH   SOLE   995 0 118
Invesco S&P 500 Equal Weight E ETFS 46137V357   13,300,132 75,901 SH   SOLE   75,490 0 411
iShares Core S&P 500 ETF ETFS 464287200   445,042 756 SH   SOLE   756 0 0
iShares Gold Trust ETF ETFS 464285204   15,725,416 317,621 SH   SOLE   317,621 0 0
iShares MSCI Emerging Markets ETFS 46434G764   3,568,429 64,354 SH   SOLE   63,861 0 493
iShares S&P 100 ETF ETFS 464287101   13,114,706 45,403 SH   SOLE   45,403 0 0
iShares Tr MSCI EAFE Idx ETF ETFS 464287465   15,453,323 204,382 SH   SOLE   204,020 0 362
iShares TR Russell 1000 ETF ETFS 464287622   281,890 875 SH   SOLE   875 0 0
iShares TR Russell 1000 Growth ETFS 464287614   10,986,024 27,357 SH   SOLE   27,357 0 0
iShares Tr S&P 500 Value ETF ETFS 464287408   22,529,948 118,032 SH   SOLE   118,032 0 0
ProShares S&P 500 Dividend Ari ETFS 74348A467   26,543,991 266,640 SH   SOLE   265,069 0 1,571
SPDR Portfolio S&P 500 Growth ETFS 78464A409   22,091,204 251,322 SH   SOLE   250,297 0 1,025
SPDR S&P 500 ETF ETFS 78462F103   390,329 666 SH   SOLE   666 0 0
Vanguard High Dividend Yield E ETFS 921946406   7,300,123 57,215 SH   SOLE   57,215 0 0
Vanguard Index Fds Mid Cap ETF ETFS 922908629   7,351,794 27,834 SH   SOLE   27,547 0 287
Vanguard Index Fds Sm Cap Valu ETFS 922908611   14,724,378 74,298 SH   SOLE   74,298 0 0
Vanguard Index Fds Small Cp ET ETFS 922908751   5,667,004 23,585 SH   SOLE   23,284 0 301
Vanguard Index Fds Sml Cp Grw ETFS 922908595   14,747,960 52,660 SH   SOLE   52,660 0 0
Vanguard Index Fds Value ETF ETFS 922908744   22,756,967 134,418 SH   SOLE   133,472 0 946
Vanguard Total Stock Market ET ETFS 922908769   574,999 1,984 SH   SOLE   1,984 0 0
iShares U.S. Preferred Stock ETFS 464288687   5,564,880 177,000 SH   SOLE   177,000 0 0
Wells Fargo & Co New 7.5 Perp PFD 949746804   368,168 310 SH   SOLE   310 0 0
ASML Hldg Nv N Y Shs ADR N07059210   7,326,549 10,571 SH   SOLE   2,905 0 7,666
Shell plc ADR 780259305   1,253,000 20,000 SH   SOLE   20,000 0 0
Vanguard Inst Index Fund - Sta COM vangcasc3   99,544,654 510,653 SH   SOLE   510,653 0 0