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
NOVO-NORDISK A S F SPONSORED A ADR 670100205   222,104 2,582 SH   SOLE   0 0 2,582
TENCENT HLDGS LTD F UNSPONSORE ADR 88032q109   220,484 4,146 SH   SOLE   0 0 4,146
3M CO COM 88579y101   1,282,703 9,936 SH   SOLE   0 0 9,936
ADOBE INC COM 00724f101   484,257 1,089 SH   SOLE   41 0 1,048
AECOM COM 00766T100   36,933,015 345,750 SH   SOLE   29,764 0 315,986
ALPHABET INC CLASS A COM 02079k305   219,020 1,157 SH   SOLE   100 0 1,057
AMAZON.COM INC COM 023135106   4,372,936 19,932 SH   SOLE   99 0 19,833
AMERICAN EXPRESS CO COM 025816109   6,780,613 22,846 SH   SOLE   65 0 22,781
AMPHENOL CORP CL A COM 032095101   40,405,999 581,800 SH   SOLE   46,448 0 535,352
APPLE INC COM 037833100   12,150,851 48,522 SH   SOLE   69 0 48,453
ARGO BLOCKCHAIN PL ORDF COM g053a3104   2,398 41,000 SH   SOLE   0 0 41,000
AT&T INC COM 00206r102   398,711 17,510 SH   SOLE   0 0 17,510
AUTOMATIC DATA PROCESSIN COM 053015103   497,348 1,699 SH   SOLE   0 0 1,699
BIO-TECHNE CORP COM 09073m104   30,268,117 420,215 SH   SOLE   34,466 0 385,749
BLACKROCK INC NEW COM 09290d101   7,022,003 6,850 SH   SOLE   22 0 6,828
BOEING CO COM 097023105   3,189,186 18,018 SH   SOLE   81 0 17,937
BOOKING HOLDINGS INC COM 09857L108   30,930,462 6,225 SH   SOLE   445 0 5,781
BROADCOM INC COM 11135f101   11,941,615 51,508 SH   SOLE   137 0 51,371
BROADSTONE NET LEASE INC REIT COM 11135e203   725,896 45,769 SH   SOLE   0 0 45,769
CADENCE DESIGN SYSTEM COM 127387108   57,846,362 192,526 SH   SOLE   16,171 0 176,355
CATERPILLAR INC COM 149123101   5,796,179 15,978 SH   SOLE   45 0 15,933
CHEVRON CORP NEW COM 166764100   4,975,399 34,351 SH   SOLE   78 0 34,273
COLGATE PALMOLIVE CO COM 194162103   727,280 8,000 SH   SOLE   0 0 8,000
COSTAR GROUP INC COM 22160n109   13,628,674 190,371 SH   SOLE   17,681 0 172,690
CROWN CASTLE INC REIT COM 22822v101   1,403,513 15,464 SH   SOLE   99 0 15,365
DANAHER CORP COM 235851102   22,615,342 98,520 SH   SOLE   8,437 0 90,083
DISNEY WALT CO COM 254687106   490,349 4,404 SH   SOLE   0 0 4,404
DOW INC COM 260557103   2,569,273 64,024 SH   SOLE   209 0 63,815
EDWARDS LIFESCIENCES COR COM 28176e108   1,515,542 20,472 SH   SOLE   0 0 20,472
EXTRA SPACE STORAGE INC REIT COM 30225t102   387,165 2,588 SH   SOLE   0 0 2,588
EXXON MOBIL CORP COM 30231g102   499,555 4,644 SH   SOLE   0 0 4,644
GAIN THERAPEUTICS INC COM 36269b105   33,264 15,400 SH   SOLE   15,400 0 0
GE AEROSPACE COM 369604301   51,239,519 307,210 SH   SOLE   26,097 0 281,112
GENERAL MLS INC COM 370334104   3,910,085 61,315 SH   SOLE   187 0 61,128
GRACO INC COM 384109104   323,842 3,842 SH   SOLE   7 0 3,835
GRAYSCALE BITCOIN TRUST ETF COM 389637109   217,249 2,935 SH   SOLE   0 0 2,935
HOME DEPOT INC COM 437076102   5,712,960 14,687 SH   SOLE   38 0 14,649
HONEYWELL INTL INC COM 438516106   317,827 1,407 SH   SOLE   0 0 1,407
HUBBELL INC COM 443510607   48,246,127 115,176 SH   SOLE   9,928 0 105,248
IDEX CORP COM 45167r104   608,406 2,907 SH   SOLE   0 0 2,907
ILLUMINA INC COM 452327109   35,134,935 262,927 SH   SOLE   22,959 0 239,968
INTEL CORP COM 458140100   499,606 24,918 SH   SOLE   400 0 24,518
INTUIT COM 461202103   312,364 497 SH   SOLE   0 0 497
INTUITIVE SURGICAL INC COM 46120E602   67,715,557 129,733 SH   SOLE   10,850 0 118,883
ISHARES CORE MSCI EAFE ETF COM 46432f842   543,054 7,727 SH   SOLE   0 0 7,727
ISHARES CORE S&P 500 ETF IV COM 464287200   1,727,881 2,935 SH   SOLE   213 0 2,722
ISHARES CORE S&P MID CAP ETF COM 464287507   528,127 8,476 SH   SOLE   87 0 8,389
ISHARES IBOXX INVT GRADE BOND COM 464287242   264,533 2,476 SH   SOLE   0 0 2,476
ISHARES RUSSELL 2000 ETF COM 464287655   329,510 1,491 SH   SOLE   115 0 1,376
JOHNSON & JOHNSON COM 478160104   3,854,340 26,651 SH   SOLE   75 0 26,576
JOHNSON CONTROLS INTER F COM g51502105   5,284,324 66,949 SH   SOLE   192 0 66,757
JPMORGAN CHASE & CO COM 46625h100   7,243,197 30,216 SH   SOLE   81 0 30,135
L3HARRIS TECHNOLOGIES IN COM 502431109   378,504 1,800 SH   SOLE   0 0 1,800
LABCORP HLDGS INC COM 504922105   550,368 2,400 SH   SOLE   0 0 2,400
LINDE PLC COM G54950103   38,333,129 91,559 SH   SOLE   7,046 0 84,514
LITTELFUSE INC COM 537008104   35,136,611 149,105 SH   SOLE   12,573 0 136,532
LVMH MOET HENNESSY LOU F SPONS COM 502441306   308,298 2,359 SH   SOLE   0 0 2,359
M & T BK CORP COM 55261f104   419,074 2,229 SH   SOLE   4 0 2,225
MCDONALDS CORP COM 580135101   4,943,929 17,054 SH   SOLE   48 0 17,006
MERCK & CO. INC. COM 58933y105   4,250,830 42,730 SH   SOLE   119 0 42,611
MICROSOFT CORP COM 594918104   11,461,333 27,192 SH   SOLE   37 0 27,155
MONDELEZ INTL INC CLASS A COM 609207105   420,678 7,043 SH   SOLE   0 0 7,043
NIKE INC CLASS B COM 654106103   4,037,222 53,353 SH   SOLE   210 0 53,143
PALO ALTO NETWORKS INC COM 697435105   77,260,337 424,601 SH   SOLE   34,790 0 389,811
PAYCHEX INC COM 704326107   5,125,041 36,550 SH   SOLE   99 0 36,451
PROCTER & GAMBLE CO COM 742718109   6,599,885 39,367 SH   SOLE   77 0 39,290
PROGRESSIVE CORP OH COM 743315103   206,544 862 SH   SOLE   0 0 862
QUALCOMM INC COM 747525103   4,859,077 31,630 SH   SOLE   127 0 31,503
RUSHNET INC COM 782074108   20 99,999 SH   SOLE   0 0 99,999
S&P GLOBAL INC COM 78409V104   41,381,036 83,089 SH   SOLE   6,968 0 76,121
SCHWAB CHARLES CORP COM 808513105   44,643,989 603,216 SH   SOLE   49,909 0 553,307
SELECT SECTOR HEALTH CARE SPDR COM 81369y209   286,283 2,081 SH   SOLE   0 0 2,081
SERVICENOW INC COM 81762P102   72,698,881 68,576 SH   SOLE   5,642 0 62,934
SITEONE LANDSCAPE SUPPLY COM 82982L103   40,737,366 309,155 SH   SOLE   26,023 0 283,132
SPDR BLOOMBERG 1-3 MO COM 78468R663   96,153,355 1,051,661 SH   SOLE   51,575 0 1,000,086
SPDR GOLD SHARES ETF COM 78463v107   227,360 939 SH   SOLE   0 0 939
SPX TECHNOLOGIES INC COM 78473E103   41,618,720 286,000 SH   SOLE   23,769 0 262,231
SYSCO CORP COM 871829107   3,811,569 49,850 SH   SOLE   158 0 49,692
TEXAS INSTRS INC COM 882508104   4,300,729 22,936 SH   SOLE   70 0 22,866
THE COCA-COLA CO COM 191216100   4,514,473 72,510 SH   SOLE   196 0 72,314
TRANSMEDICS GROUP INC COM 89377m109   11,098,947 178,010 SH   SOLE   17,829 0 160,181
TRUIST FINL CORP COM 89832q109   3,282,478 75,668 SH   SOLE   942 0 74,726
TYLER TECHNOLOGIES INC COM 902252105   54,151,909 93,909 SH   SOLE   7,856 0 86,053
U S BANCORP DE COM 902973304   51,588,229 1,078,575 SH   SOLE   82,658 0 995,917
UBER TECHNOLOGIES INC COM 90353T100   43,262,083 717,210 SH   SOLE   60,761 0 656,449
UNITED RENTALS INC COM 911363109   353,629 502 SH   SOLE   0 0 502
UNITEDHEALTH GROUP INC COM 91324p102   5,547,767 10,967 SH   SOLE   33 0 10,934
VANECK BITCOIN ETF FORWARD SPL COM 92189k105   210,257 1,989 SH   SOLE   0 0 1,989
VANGUARD S&P 500 ETF COM 922908363   1,001,011 1,858 SH   SOLE   6 0 1,852
VEEVA SYS INC CLASS A COM 922475108   252,300 1,200 SH   SOLE   0 0 1,200
VERIZON COMMUNICATIONS I COM 92343v104   3,180,525 79,533 SH   SOLE   297 0 79,236
WASTE MGMT INC DEL COM 94106l109   5,502,107 27,266 SH   SOLE   71 0 27,195
WEALTH MINERALS LTD F COM 946885209   4,123 117,795 SH   SOLE   0 0 117,795
ZIMMER BIOMET HLDGS INC COM 98956p102   1,520,544 14,395 SH   SOLE   0 0 14,395
ZOETIS INC CL A COM 98978V103   15,192,996 93,249 SH   SOLE   8,831 0 84,418
HONEYWELL INTL INC COM 438516106   235,377 1,042 SH   SOLE   0 0 1,042