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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M COMPANY COM COM 88579Y101 5,211 27,043 SH   SOLE   0 0 27,043
9 METERS BIOPHARMA INC COM COM 654405109 12 10,000 SH   SOLE   0 0 10,000
ADOBE INC COM 00724f101 31,178 65,586 SH   SOLE   10,629 0 54,957
AGILENT TECHNOLOGIES COM 00846u101 31,716 249,460 SH   SOLE   41,323 0 208,137
AMERICAN EXPRESS CO COM COM 025816109 1,663 11,754 SH   SOLE   0 0 11,754
AMPHENOL CORP CLASS A COM 032095101 27,759 420,786 SH   SOLE   62,859 0 357,927
ANHEUSER BUSCH INBEV SA NV SPO COM 03524A108 949 15,098 SH   SOLE   0 0 15,098
APPLE INC COM COM 037833100 3,732 30,551 SH   SOLE   0 0 30,551
APTARGROUP INC COM COM 038336103 476 3,357 SH   SOLE   175 0 3,182
APTIV PLC F COM g6095l109 37,266 270,236 SH   SOLE   44,705 0 225,531
ARGO BLOCKCHAIN PLC COM COM G053A3104 50 15,000 SH   SOLE   0 0 15,000
ARMSTRONG WORLD INDS INC NEW C COM 04247X102 253 2,811 SH   SOLE   0 0 2,811
AT&T INC COM COM 00206R102 425 14,048 SH   SOLE   0 0 14,048
BENEFIT STREET PARTNERS MULTIF COM 11199N107 131 12,328 SH   SOLE   0 0 12,328
BIO-TECHNE CORP COM 09073m104 48,805 127,785 SH   SOLE   21,348 0 106,437
BLOCKCHAIN FOUNDRY INC COM COM 09368R107 14 50,000 SH   SOLE   0 0 50,000
BOEING CO COM COM 097023105 793 3,111 SH   SOLE   0 0 3,111
BROADCOM INC COM COM 11135F101 1,695 3,655 SH   SOLE   0 0 3,655
BROADSTONE NET LEASE INC COM U COM 11135E203 614 33,554 SH   SOLE   0 0 33,554
CATERPILLAR INC COM COM 149123101 2,074 8,945 SH   SOLE   0 0 8,945
CERIDIAN H C M HOLDING I COM 15677j108 21,005 249,264 SH   SOLE   41,554 0 207,710
CHEVRON CORPORATION COM COM 166764100 1,895 18,079 SH   SOLE   0 0 18,079
CITIGROUP INC COM NEW ISIN#US1 COM 172967424 1,448 19,903 SH   SOLE   0 0 19,903
CLARIVATE PLC F COM g21810109 26,418 1,001,060 SH   SOLE   170,029 0 831,031
COCA-COLA CO COM COM 191216100 1,358 25,768 SH   SOLE   0 0 25,768
COLGATE-PALMOLIVE CO COM COM 194162103 1,770 22,450 SH   SOLE   0 0 22,450
COSTAR GROUP INC COM 22160n109 23,811 28,971 SH   SOLE   4,699 0 24,272
CROWN CASTLE INTL CO REIT COM 22822v101 1,167 6,782 SH   SOLE   0 0 6,782
CURE PHARMA HOLDING CORP COM COM 23127P104 75 82,000 SH   SOLE   0 0 82,000
DISNEY WALT CO DISNEY COM COM 254687106 2,283 12,370 SH   SOLE   0 0 12,370
DMG BLOCKCHAIN SOLUTIONS INC C COM 23345B200 19 10,000 SH   SOLE   0 0 10,000
DOW INC COM COM 260557103 1,613 25,221 SH   SOLE   0 0 25,221
DRAFTKINGS INC COM 26142r104 46,338 755,552 SH   SOLE   115,165 0 640,387
EDWARDS LIFE SCIENCES COM COM 28176E108 2,510 30,012 SH   SOLE   0 0 30,012
F M C CORP COM 302491303 41,322 373,584 SH   SOLE   62,056 0 311,528
FISERV INC COM 337738108 45,206 379,752 SH   SOLE   61,756 0 317,996
FORTINET INC COM 34959e109 48,049 260,539 SH   SOLE   42,690 0 217,849
FUTURE FARM TECHNOLOGIES INC C COM 36116Y100 1 20,000 SH   SOLE   0 0 20,000
GENERAL MILLS INC COM COM 370334104 1,338 21,826 SH   SOLE   0 0 21,826
GLOBAL PAYMENTS INC COM 37940x102 53,453 265,171 SH   SOLE   43,269 0 221,902
GRAPH BLOCKCHAIN INC COM COM 388659104 1 10,000 SH   SOLE   0 0 10,000
GRAYSCALE BITCOIN TR BTC SHS COM 389637109 329 6,567 SH   SOLE   0 0 6,567
HOME DEPOT INC COM COM 437076102 1,962 6,427 SH   SOLE   0 0 6,427
IDEX CORP COM COM 45167R104 1,498 7,157 SH   SOLE   0 0 7,157
INTEL CORP COM COM 458140100 1,661 25,954 SH   SOLE   0 0 25,954
INTL FLAVORS& FRAGRA COM 459506101 32,219 230,782 SH   SOLE   39,131 0 191,650
ISHARES S&P 500 COM 464287200 1,106 2,781 SH   SOLE   0 0 2,781
ISHARES TR CORE MSCI EAFE ETF COM 46432F842 335 4,645 SH   SOLE   0 0 4,645
JOHNSON & JOHNSON COM COM 478160104 1,968 11,972 SH   SOLE   0 0 11,972
JOHNSON CTLS INTL PLC SHS ISIN COM G51502105 1,604 26,886 SH   SOLE   0 0 26,886
JP MORGAN CHASE & CO COM COM 46625H100 2,249 14,773 SH   SOLE   0 0 14,773
KEURIG DR PEPPER INC COM 49271v100 35,488 1,032,525 SH   SOLE   169,810 0 862,715
L3HARRIS TECHNOLOGIES IN COM 502431109 41,209 203,321 SH   SOLE   32,943 0 170,379
LABORATORY CORP AMER HLDGS COM COM 50540R409 765 3,000 SH   SOLE   0 0 3,000
LINDE PLC F COM g5494j103 41,749 149,030 SH   SOLE   24,197 0 124,832
MATINAS BIOPHARMA HOLDINGS INC COM 576810105 21 20,000 SH   SOLE   0 0 20,000
MCDONALD'S CORPORATION COM COM 580135101 1,606 7,165 SH   SOLE   0 0 7,165
MERCK & CO INC NEW COM COM 58933Y105 1,342 17,414 SH   SOLE   0 0 17,414
MICROSOFT CORP COM COM 594918104 2,252 9,552 SH   SOLE   2 0 9,550
MONDELEZ INTL INC CL A COM 609207105 433 7,400 SH   SOLE   0 0 7,400
MOOG INC COM CL B COM 615394301 1,707 20,946 SH   SOLE   0 0 20,946
MULTIPLAN CORP COM 62548m100 28,262 5,092,209 SH   SOLE   810,074 0 4,282,135
NETFLIX INC COM 64110l106 39,055 74,866 SH   SOLE   11,911 0 62,955
PAYCHEX INC COM COM 704326107 1,737 17,722 SH   SOLE   0 0 17,722
PAYPAL HOLDINGS INCORPOR COM 70450y103 32,735 134,800 SH   SOLE   21,486 0 113,314
PFIZER INC COM COM 717081103 1,261 34,804 SH   SOLE   3 0 34,801
PROCTER & GAMBLE CO COM COM 742718109 2,730 20,160 SH   SOLE   0 0 20,160
RIOT BLOCKCHAIN INC COM COM 767292105 533 10,000 SH   SOLE   0 0 10,000
S&P GLOBAL INC COM 78409v104 35,315 100,078 SH   SOLE   16,288 0 83,790
SHOPIFY INC F CLASS A COM 82509l107 11,989 10,835 SH   SOLE   1,868 0 8,967
SITEONE LANDSCAPE SUPPLY COM 82982l103 23,213 135,955 SH   SOLE   23,476 0 112,479
SL GREEN RLTY CORP COM NEW COM 78440X804 34,657 495,169 SH   SOLE   80,200 0 414,968
SPLUNK INC COM 848637104 39,347 290,425 SH   SOLE   46,428 0 243,997
SYSCO CORP COM COM 871829107 1,506 19,121 SH   SOLE   0 0 19,121
TERMINIX GLOBAL HOLDINGS COM 88087e100 45,694 958,555 SH   SOLE   159,631 0 798,924
TRANSMEDICS GROUP INC COM 89377m109 49,678 1,197,339 SH   SOLE   204,402 0 992,937
TRANSUNION COM COM 89400J107 45,612 506,802 SH   SOLE   81,579 0 425,223
TRAVELERS COMPANIES INC COM COM 89417E109 1,580 10,502 SH   SOLE   0 0 10,502
TRUIST FINL CORP COM COM 89832Q109 1,375 23,571 SH   SOLE   0 0 23,571
U S BANCORP COM 902973304 20,100 363,406 SH   SOLE   60,564 0 302,842
UNITY SOFTWARE INC COM 91332u101 12,218 121,806 SH   SOLE   19,996 0 101,810
VEEVA SYSTEMS INC COM CL A COM 922475108 1,306 5,000 SH   SOLE   0 0 5,000
VERIZON COMMUNICATIONS COM COM 92343V104 1,333 22,925 SH   SOLE   0 0 22,925
VERTEX PHARMACEUTICA COM 92532f100 39,577 184,175 SH   SOLE   30,198 0 153,977
WASTE MANAGEMENT INC COM COM 94106L109 1,815 14,066 SH   SOLE   0 0 14,066
ZOETIS INC CLASS A COM 98978v103 19,247 122,217 SH   SOLE   19,634 0 102,583