ADOBE INC COM 00724F101 1313 3722 SH SOLE 2650 0 1072 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3008 5984 SH SOLE 4578 0 1406 NEUROCRINE BIOSCIENCES INC COM 64125C109 1596 11371 SH SOLE 8235 0 3136 SYNOPSYS INC COM 871607107 1640 3323 SH SOLE 2316 0 1007 AMGEN INC COM 031162100 1396 4947 SH SOLE 3390 0 1557 ABBOTT LABS COM 002824100 3765 28110 SH SOLE 24575 0 3535 ADVANCED MICRO DEVICES INC COM 007903107 1969 12173 SH SOLE 8489 0 3684 GRAINGER W W INC COM 384802104 1918 2013 SH SOLE 1404 0 609 ORACLE CORP COM 68389X105 464 1650 SH SOLE 1650 0 0 SHERWIN WILLIAMS CO COM 824348106 1637 4727 SH SOLE 3261 0 1466 US BANCORP DEL COM NEW 902973304 2757 57044 SH SOLE 42508 0 14536 JOHNSON & JOHNSON COM 478160104 2835 15291 SH SOLE 11108 0 4182 MICROSOFT CORP COM 594918104 4017 7756 SH SOLE 6185 0 1571 AT&T INC COM 00206R102 944 33434 SH SOLE 318 0 33116 CISCO SYS INC COM 17275R102 3094 45221 SH SOLE 34242 0 10979 INTERNATIONAL BUSINESS MACHS COM 459200101 684 2426 SH SOLE 1850 0 576 LOCKHEED MARTIN CORP COM 539830109 2658 5324 SH SOLE 4117 0 1207 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 210 975 SH SOLE 975 0 0 SCHWAB CHARLES CORP COM 808513105 2232 23374 SH SOLE 16455 0 6920 DEERE & CO COM 244199105 218 476 SH SOLE 8 0 468 STARBUCKS CORP COM 855244109 1063 12563 SH SOLE 8589 0 3974 AUTOMATIC DATA PROCESSING IN COM 053015103 2580 8789 SH SOLE 6599 0 2190 WALMART INC COM 931142103 509 4938 SH SOLE 138 0 4800 APPLIED MATLS INC COM 038222105 1581 7724 SH SOLE 5336 0 2388 UNION PAC CORP COM 907818108 3335 14107 SH SOLE 11782 0 2325 ASTRAZENECA PLC SPONSORED ADR 046353108 2752 35873 SH SOLE 27153 0 8720 TEXAS INSTRS INC COM 882508104 2099 11424 SH SOLE 8467 0 2957 TARGET CORP COM 87612E106 330 3675 SH SOLE 3575 0 100 ELI LILLY & CO COM 532457108 1917 2513 SH SOLE 1758 0 755 MERCK & CO INC COM 58933Y105 2043 24338 SH SOLE 19493 0 4845 NOVARTIS AG SPONSORED ADR 66987V109 2925 22805 SH SOLE 17095 0 5710 HOME DEPOT INC COM 437076102 2469 6092 SH SOLE 4589 0 1503 MCDONALDS CORP COM 580135101 2306 7589 SH SOLE 5631 0 1958 RAMBUS INC DEL COM 750917106 2034 19524 SH SOLE 14074 0 5450 MONDELEZ INTL INC CL A 609207105 1303 20865 SH SOLE 14442 0 6423 BOOKING HOLDINGS INC COM 09857L108 1820 337 SH SOLE 230 0 107 GEN DIGITAL INC COM 668771108 2308 81289 SH SOLE 60867 0 20422 WELLS FARGO CO NEW COM 949746101 1608 19185 SH SOLE 19185 0 0 UNITEDHEALTH GROUP INC COM 91324P102 1602 4639 SH SOLE 3508 0 1131 RTX CORPORATION COM 75513E101 2477 14805 SH SOLE 10384 0 4421 MARSH & MCLENNAN COS INC COM 571748102 1791 8887 SH SOLE 6243 0 2644 3M CO COM 88579Y101 2846 18340 SH SOLE 18290 0 50 APPLE INC COM 037833100 3459 13583 SH SOLE 10363 0 3220 LAM RESEARCH CORP COM NEW 512807306 2217 16560 SH SOLE 11471 0 5089 ELECTRONIC ARTS INC COM 285512109 1845 9149 SH SOLE 6499 0 2650 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 2609 10098 SH SOLE 7095 0 3003 ROSS STORES INC COM 778296103 1582 10381 SH SOLE 7069 0 3312 ECOLAB INC COM 278865100 2104 7681 SH SOLE 7681 0 0 TERADYNE INC COM 880770102 1774 12890 SH SOLE 9421 0 3469 PATHWARD FINANCIAL INC COM 59100U108 1579 21332 SH SOLE 15309 0 6023 F5 INC COM 315616102 1784 5521 SH SOLE 4061 0 1460 NETAPP INC COM 64110D104 3150 26595 SH SOLE 20258 0 6338 AON PLC SHS CL A G0403H108 2050 5749 SH SOLE 4360 0 1389 AMERICAN EXPRESS CO COM 025816109 2788 8395 SH SOLE 6287 0 2108 BLOCK H & R INC COM 093671105 2274 44976 SH SOLE 34160 0 10816 S&P GLOBAL INC COM 78409V104 1624 3337 SH SOLE 2305 0 1032 KLA CORP COM NEW 482480100 3530 3273 SH SOLE 2479 0 794 DECKERS OUTDOOR CORP COM 243537107 1046 10323 SH SOLE 7458 0 2865 BERKLEY W R CORP COM 084423102 2950 38506 SH SOLE 29171 0 9335 WATERS CORP COM 941848103 240 800 SH SOLE 800 0 0 ROCKWELL AUTOMATION INC COM 773903109 391 1120 SH SOLE 1120 0 0 OREILLY AUTOMOTIVE INC COM 67103H107 246 2280 SH SOLE 2280 0 0 AUTOZONE INC COM 053332102 2175 507 SH SOLE 345 0 162 ILLUMINA INC COM 452327109 1275 13425 SH SOLE 9768 0 3657 PTC INC COM 69370C100 1319 6495 SH SOLE 4757 0 1738 MUELLER INDS INC COM 624756102 2356 23301 SH SOLE 17089 0 6212 VERTEX PHARMACEUTICALS INC COM 92532F100 1364 3483 SH SOLE 2436 0 1047 MONSTER BEVERAGE CORP NEW COM 61174X109 1845 27410 SH SOLE 19300 0 8110 MASCO CORP COM 574599106 1189 16886 SH SOLE 12105 0 4781 EATON CORP PLC SHS G29183103 1875 5010 SH SOLE 3516 0 1494 CUMMINS INC COM 231021106 3370 7978 SH SOLE 6001 0 1977 CACI INTL INC CL A 127190304 1504 3015 SH SOLE 2152 0 863 ALPHABET INC CAP STK CL A 02079K305 4405 18122 SH SOLE 12655 0 5467 MARVELL TECHNOLOGY INC COM 573874104 1790 21297 SH SOLE 14718 0 6579 REGENERON PHARMACEUTICALS COM 75886F107 1312 2334 SH SOLE 1614 0 720 CAMECO CORP COM 13321L108 2173 25911 SH SOLE 18799 0 7112 BLACKROCK INC COM 09290D101 1842 1580 SH SOLE 1081 0 499 GARMIN LTD SHS H2906T109 2704 10983 SH SOLE 8295 0 2688 HALOZYME THERAPEUTICS INC COM 40637H109 1358 18517 SH SOLE 13360 0 5157 NASDAQ INC COM 631103108 1552 17548 SH SOLE 12694 0 4854 INTERCONTINENTAL EXCHANGE IN COM 45866F104 2416 14338 SH SOLE 11157 0 3181 PARKER-HANNIFIN CORP COM 701094104 2146 2831 SH SOLE 1975 0 856 MOLINA HEALTHCARE INC COM 60855R100 1165 6088 SH SOLE 4461 0 1627 BIOMARIN PHARMACEUTICAL INC COM 09061G101 1123 20741 SH SOLE 15057 0 5684 HOLOGIC INC COM 436440101 1055 15637 SH SOLE 10896 0 4741 THERMO FISHER SCIENTIFIC INC COM 883556102 1541 3177 SH SOLE 2203 0 974 SALESFORCE INC COM 79466L302 1473 6217 SH SOLE 4363 0 1854 EXELIXIS INC COM 30161Q104 2177 52708 SH SOLE 38183 0 14525 SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 1690 17825 SH SOLE 12910 0 4915 LOGITECH INTL S A SHS H50430232 1532 13971 SH SOLE 9999 0 3972 ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 1016 3419 SH SOLE 2469 0 950 CORCEPT THERAPEUTICS INC COM 218352102 2589 31156 SH SOLE 22580 0 8576 ICON PLC SHS G4705A100 886 5063 SH SOLE 3651 0 1412 CORVEL CORP COM 221006109 494 6378 SH SOLE 6378 0 0 DIGITAL RLTY TR INC COM 253868103 2778 16069 SH SOLE 12215 0 3854 METTLER TOLEDO INTERNATIONAL COM 592688105 405 330 SH SOLE 330 0 0 MODINE MFG CO COM 607828100 1618 11381 SH SOLE 8153 0 3228 BLACKSTONE INC COM 09260D107 2992 17511 SH SOLE 13238 0 4273 TE CONNECTIVITY PLC ORD SHS G87052109 3545 16149 SH SOLE 12156 0 3993 CHART INDS INC COM 16115Q308 1390 6946 SH SOLE 5016 0 1930 ARMSTRONG WORLD INDS INC NEW COM 04247X102 1678 8561 SH SOLE 6178 0 2383 GENPACT LIMITED SHS G3922B107 975 23287 SH SOLE 16670 0 6617 VISA INC COM CL A 92826C839 1901 5569 SH SOLE 3880 0 1689 PURE CYCLE CORP COM NEW 746228303 2160 195146 SH SOLE 167544 0 27602 INNODATA INC COM NEW 457642205 339 4400 SH SOLE 0 0 4400 COMMVAULT SYS INC COM 204166102 1399 7413 SH SOLE 5367 0 2046 BROADCOM INC COM 11135F101 3419 10365 SH SOLE 7861 0 2504 FORTINET INC COM 34959E109 1939 23061 SH SOLE 16310 0 6751 APOLLO GLOBAL MGMT INC COM 03769M106 1983 14882 SH SOLE 10752 0 4130 ALLISON TRANSMISSION HLDGS I COM 01973R101 2450 28864 SH SOLE 22267 0 6597 META PLATFORMS INC CL A 30303M102 3657 4980 SH SOLE 3479 0 1501 CORPAY INC COM SHS 219948106 1123 3897 SH SOLE 2728 0 1169 OUTDOOR HOLDING CO COM 00175J107 4936 3335000 SH SOLE 0 0 3335000 PALO ALTO NETWORKS INC COM 697435105 1973 9689 SH SOLE 6581 0 3108 GLOBUS MED INC CL A 379577208 1255 21909 SH SOLE 15910 0 5999 WORKDAY INC CL A 98138H101 1507 6260 SH SOLE 4368 0 1892 ABBVIE INC COM 00287Y109 3703 15992 SH SOLE 11514 0 4478 NMI HLDGS INC COM 629209305 1171 30538 SH SOLE 21813 0 8725 ALPHABET INC CAP STK CL C 02079K107 229 940 SH SOLE 940 0 0 CITIZENS FINL GROUP INC COM 174610105 2161 40647 SH SOLE 27961 0 12686 BOX INC CL A 10316T104 1441 44650 SH SOLE 32614 0 12036 GODADDY INC CL A 380237107 1048 7661 SH SOLE 5553 0 2108 GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT 389637109 207 2303 SH SOLE 2303 0 0 INTUITIVE MACHINES INC CLASS A COM 46125A100 224 21250 SH SOLE 21250 0 0 LANTHEUS HLDGS INC COM 516544103 931 18142 SH SOLE 12688 0 5454 KINSALE CAP GROUP INC COM 49714P108 1084 2548 SH SOLE 1835 0 713 KRYSTAL BIOTECH INC COM 501147102 1395 7902 SH SOLE 5664 0 2238 MONGODB INC CL A 60937P106 324 1045 SH SOLE 600 0 445 VERRA MOBILITY CORP CL A COM STK 92511U102 1047 42395 SH SOLE 30139 0 12256 BJS WHSL CLUB HLDGS INC COM 05550J101 2611 28001 SH SOLE 20241 0 7760 DELL TECHNOLOGIES INC CL C 24703L202 2883 20337 SH SOLE 15333 0 5004 OTIS WORLDWIDE CORP COM 68902V107 1445 15808 SH SOLE 10842 0 4966 CLEAR SECURE INC COM CL A 18467V109 1466 43918 SH SOLE 31787 0 12131 SOLVENTUM CORP COM SHS 83444M101 329 4500 SH SOLE 4500 0 0