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   1,531,180 4,907 SH   SOLE   1,024 0 3,883
Alphabet Class C COM 02079K107   28,480,729 182,300 SH   SOLE   45,811 0 136,489
Amazon.com Inc COM 023135106   31,607,894 166,130 SH   SOLE   43,621 0 122,509
Amgen Inc COM 031162100   240,517 772 SH   SOLE   242 0 530
Apple Inc COM 037833100   36,917,117 166,196 SH   SOLE   50,157 0 116,039
Arista Networks Inc COM 040413205   7,529,584 97,181 SH   SOLE   25,324 0 71,857
AT&T Inc COM 00206R102   580,560 20,529 SH   SOLE   20,529 0 0
Blackstone Inc COM 09260d107   1,208,398 8,645 SH   SOLE   1,389 0 7,256
Boston Scientific Corp Com COM 101137107   12,948,957 128,360 SH   SOLE   34,795 0 93,565
Bristol-Myers Squibb Co COM 110122108   1,707,720 28,000 SH   SOLE   28,000 0 0
Broadcom Inc COM 11135f101   14,845,014 88,664 SH   SOLE   23,387 0 65,277
Caterpillar Inc COM 149123101   2,298,046 6,968 SH   SOLE   6,968 0 0
Chipotle Mexican Grill COM 169656105   728,497 14,509 SH   SOLE   2,032 0 12,477
Cintas Corp Com COM 172908105   1,266,681 6,163 SH   SOLE   1,057 0 5,106
Costco Wholesale Corp COM 22160K105   14,033,484 14,838 SH   SOLE   4,029 0 10,809
Eaton Corp Com COM G29183103   7,920,039 29,136 SH   SOLE   7,012 0 22,124
Ecolab Inc COM 278865100   11,403,837 44,982 SH   SOLE   12,537 0 32,445
Exxon Mobil COM 30231G102   987,119 8,300 SH   SOLE   8,300 0 0
GE Aerospace COM 369604301   1,185,889 5,925 SH   SOLE   5,925 0 0
GE Vernova Inc COM 36828A101   452,120 1,481 SH   SOLE   1,481 0 0
Guidewire Software COM 40171V100   13,300,499 70,989 SH   SOLE   19,219 0 51,770
Home Depot Inc COM 437076102   9,039,842 24,666 SH   SOLE   6,985 0 17,681
Hubspot Inc COM 443573100   1,660,169 2,906 SH   SOLE   450 0 2,456
IBM COM 459200101   2,656,683 10,684 SH   SOLE   10,684 0 0
J P Morgan Chase & Co COM 46625H100   9,786,243 39,895 SH   SOLE   10,670 0 29,225
Lilly Eli & Co Com COM 532457108   13,832,341 16,748 SH   SOLE   4,432 0 12,316
Linde plc COM G54950103   1,124,986 2,416 SH   SOLE   382 0 2,034
Marriott Intl Inc New Cl A COM 571903202   2,720,482 11,421 SH   SOLE   513 0 10,908
Mastercard Inc COM 57636Q104   8,938,193 16,307 SH   SOLE   3,185 0 13,122
Merck COM 58933Y105   1,615,680 18,000 SH   SOLE   18,000 0 0
Meta Platforms COM 30303M102   17,894,249 31,047 SH   SOLE   7,768 0 23,279
Microsoft COM 594918104   37,092,286 98,810 SH   SOLE   27,731 0 71,079
Monolithic Power Systems COM 609839105   7,781,012 13,416 SH   SOLE   3,467 0 9,949
Netflix COM 64110L106   13,010,659 13,952 SH   SOLE   3,727 0 10,225
Nike Inc Cl B COM 654106103   254,555 4,010 SH   SOLE   921 0 3,089
Nvidia Corp COM 67066G104   37,611,653 347,035 SH   SOLE   88,698 0 258,337
O'Reilly Automotive COM 67103H107   1,216,260 849 SH   SOLE   165 0 684
Palantir Technologies Inc Cl A COM 69608A108   429,934 5,094 SH   SOLE   787 0 4,307
Palo Alto Networks COM 697435105   12,492,896 73,212 SH   SOLE   19,396 0 53,816
S&P Global COM 78409V104   13,269,031 26,115 SH   SOLE   7,220 0 18,895
Salesforce COM 79466L302   12,520,604 46,656 SH   SOLE   12,117 0 34,539
Servicenow Inc COM 81762P102   13,023,258 16,358 SH   SOLE   4,383 0 11,975
Shopify Inc COM 82509L107   877,557 9,191 SH   SOLE   1,420 0 7,771
Spotify Technology COM L8681T102   1,010,405 1,837 SH   SOLE   284 0 1,553
Stryker Corp COM 863667101   1,381,047 3,710 SH   SOLE   814 0 2,896
Tesla Inc COM 88160R101   9,084,076 35,052 SH   SOLE   11,691 0 23,361
The Trade Desk Inc COM 88339J105   445,640 8,144 SH   SOLE   1,366 0 6,778
TJX Corp COM 872540109   1,329,934 10,919 SH   SOLE   2,159 0 8,760
Transdigm Group Inc Com COM 893641100   2,997,589 2,167 SH   SOLE   140 0 2,027
Union Pacific Corp COM 907818108   12,277,865 51,972 SH   SOLE   24,408 0 27,564
US Bancorp COM 902973304   217,729 5,157 SH   SOLE   5,157 0 0
Visa COM 92826C839   14,003,330 39,957 SH   SOLE   10,684 0 29,273
Wal-Mart Stores Inc COM 931142103   7,000,375 79,740 SH   SOLE   79,740 0 0
West Pharmaceutical Services I COM 955306105   3,516,931 15,709 SH   SOLE   5,333 0 10,376
Zscaler Inc Com COM 98980G102   1,687,165 8,503 SH   SOLE   1,313 0 7,190
FTSE All-World ex-US Index Fun ETFS 922042775   7,317,780 120,636 SH   SOLE   119,406 0 1,230
Invesco QQQ Trust ETFS 46090E103   494,711 1,055 SH   SOLE   937 0 118
Invesco S&P 500 Equal Weight E ETFS 46137V357   22,998,534 132,763 SH   SOLE   131,942 0 821
iShares Core S&P 500 ETF ETFS 464287200   424,796 756 SH   SOLE   756 0 0
iShares Gold Trust ETF ETFS 464285204   18,730,472 317,681 SH   SOLE   317,681 0 0
iShares S&P 100 ETF ETFS 464287101   12,911,055 47,672 SH   SOLE   47,672 0 0
iShares Tr MSCI EAFE Idx ETF ETFS 464287465   25,671,883 314,106 SH   SOLE   314,106 0 0
iShares TR Russell 1000 ETF ETFS 464287622   268,397 875 SH   SOLE   875 0 0
iShares TR Russell 1000 Growth ETFS 464287614   7,397,651 20,487 SH   SOLE   20,487 0 0
iShares Tr S&P 500 Value ETF ETFS 464287408   28,741,942 150,813 SH   SOLE   150,813 0 0
ProShares S&P 500 Dividend Ari ETFS 74348A467   15,789,241 154,524 SH   SOLE   153,778 0 746
SPDR Portfolio S&P 500 Growth ETFS 78464A409   22,087,525 274,823 SH   SOLE   273,773 0 1,050
SPDR S&P 500 ETF ETFS 78462F103   372,554 666 SH   SOLE   666 0 0
Vanguard High Dividend Yield E ETFS 921946406   7,666,476 59,448 SH   SOLE   59,448 0 0
Vanguard Index Fds Mid Cap ETF ETFS 922908629   7,448,515 28,801 SH   SOLE   28,514 0 287
Vanguard Index Fds Sm Cap Valu ETFS 922908611   13,840,974 74,298 SH   SOLE   74,298 0 0
Vanguard Index Fds Small Cp ET ETFS 922908751   5,535,989 24,965 SH   SOLE   24,664 0 301
Vanguard Index Fds Sml Cp Grw ETFS 922908595   13,258,208 52,660 SH   SOLE   52,660 0 0
Vanguard Index Fds Value ETF ETFS 922908744   23,092,747 133,685 SH   SOLE   132,734 0 951
Vanguard Intl Eqty Idx FTSE Eu ETFS 922042874   236,818 3,373 SH   SOLE   3,373 0 0
Vanguard Total Stock Market ET ETFS 922908769   585,699 2,131 SH   SOLE   2,131 0 0
iShares U.S. Preferred Stock ETFS 464288687   5,439,210 177,000 SH   SOLE   177,000 0 0
ASML Hldg Nv N Y Shs ADR N07059210   5,138,696 7,755 SH   SOLE   1,922 0 5,833
Shell plc ADR 780259305   1,465,600 20,000 SH   SOLE   20,000 0 0
Vanguard Inst Index Fund - Sta COM vangcasc3   95,224,190 510,653 SH   SOLE   510,653 0 0