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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   28,440,540 93,736 SH   SOLE   66,606 27,130 0
ICON PLC SHS G4705A100   268,017 855 SH   SOLE   705 150 0
LINDE PLC SHS G5494J103   5,606,237 12,776 SH   SOLE   10,600 2,176 0
MARVELL TECHNOLOGY GROUP LTD ORD SHS G5876H105   1,266,938 18,125 SH   SOLE   14,425 3,700 0
MEDTRONIC PLC SHS G5960L103   3,260,535 41,425 SH   SOLE   33,605 7,820 0
NU HLDGS LTD ORD SHS CL A G6683N103   30,891,083 2,396,515 SH   SOLE   1,680,429 716,086 0
TRANE TECHNOLOGIES PLC SHS G8994E103   789,432 2,400 SH   SOLE   0 2,400 0
GARMIN LTD SHS H2906T109   2,382,705 14,625 SH   SOLE   13,025 1,600 0
UBS GROUP AG SHS H42097107   1,914,724 64,818 SH   SOLE   55,056 9,762 0
FIVERR INTL LTD ORD SHS M4R82T106   650,768 27,775 SH   SOLE   12,675 15,100 0
STELLANTIS N.V. SHS N82405106   1,936,368 97,550 SH   SOLE   59,975 37,575 0
AT&T INC COM 00206R102   1,262,254 66,052 SH   SOLE   34,552 31,500 0
ABBOTT LABS COM 002824100   2,656,147 25,562 SH   SOLE   14,537 11,025 0
ABBVIE INC COM 00287Y109   9,381,629 54,697 SH   SOLE   31,604 23,093 0
ADOBE INC COM 00724F101   50,011,931 90,024 SH   SOLE   42,531 47,493 0
ADVANCE AUTO PARTS INC COM 00751Y106   1,982,609 31,306 SH   SOLE   22,392 8,914 0
AECOM COM 00766T100   1,672,104 18,971 SH   SOLE   9,271 9,700 0
ADVANCED MICRO DEVICES INC COM 007903107   364,973 2,250 SH   SOLE   2,250 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   1,169,263 9,020 SH   SOLE   2,620 6,400 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   2,486,880 34,540 SH   SOLE   29,584 4,956 0
ALPHABET INC CAP STK CL C 02079K107   44,687,000 243,632 SH   SOLE   161,239 82,393 0
ALPHABET INC CAP STK CL A 02079k305   62,712,727 344,292 SH   SOLE   243,154 101,138 0
AMAZON COM INC COM 023135106   64,227,281 332,353 SH   SOLE   245,370 86,983 0
AMERICAN ELEC PWR CO INC COM 025537101   459,143 5,233 SH   SOLE   1,233 4,000 0
AMERICAN EXPRESS CO COM 025816109   22,715,209 98,101 SH   SOLE   70,200 27,901 0
AMGEN INC COM 031162100   10,364,279 33,171 SH   SOLE   20,295 12,876 0
ANALOG DEVICES INC COM 032654105   3,168,249 13,880 SH   SOLE   10,280 3,600 0
APPLE INC COM 037833100   132,232,863 627,827 SH   SOLE   430,951 196,876 0
APPLIED MATLS INC COM 038222105   224,191 950 SH   SOLE   950 0 0
APPLOVIN CORP COM CL A 03831W108   1,018,613 12,240 SH   SOLE   5,225 7,015 0
AUTODESK INC COM 052769106   15,668,946 63,322 SH   SOLE   45,131 18,191 0
AUTOMATIC DATA PROCESSING IN COM 053015103   20,968,200 87,847 SH   SOLE   50,224 37,623 0
AUTONATION INC COM 05329W102   8,833,637 55,425 SH   SOLE   43,382 12,043 0
AZEK CO INC CL A 05478C105   857,346 20,350 SH   SOLE   6,975 13,375 0
BK OF AMERICA CORP COM 060505104   9,036,404 227,217 SH   SOLE   195,817 31,400 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   4,655,012 11,443 SH   SOLE   5,670 5,773 0
BIOGEN INC COM 09062X103   757,820 3,269 SH   SOLE   1,939 1,330 0
BLACKROCK INC COM 09247X101   1,413,239 1,795 SH   SOLE   1,445 350 0
BOEING CO COM 097023105   1,924,574 10,574 SH   SOLE   9,021 1,553 0
BOOKING HLDGS INC COM 09857L108   15,002,201 3,787 SH   SOLE   2,684 1,103 0
BRINKS CO COM 109696104   279,552 2,730 SH   SOLE   1,630 1,100 0
BRISTOL-MYERS SQUIBB CO COM 110122108   1,885,254 45,395 SH   SOLE   27,970 17,425 0
BROADCOM INC COM 11135F101   1,738,789 1,083 SH   SOLE   1,083 0 0
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100   2,796,943 251,750 SH   SOLE   198,464 53,286 0
CVS HEALTH CORP COM 126650100   1,111,214 18,815 SH   SOLE   16,790 2,025 0
CATERPILLAR INC DEL COM 149123101   1,873,021 5,623 SH   SOLE   3,873 1,750 0
CHARLES RIV LABS INTL INC COM 159864107   14,151,837 68,505 SH   SOLE   38,482 30,023 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   3,239,005 51,700 SH   SOLE   46,550 5,150 0
CHURCH & DWIGHT INC COM 171340102   14,975,159 144,436 SH   SOLE   90,571 53,865 0
CISCO SYS INC COM 17275R102   4,990,514 105,041 SH   SOLE   50,786 54,255 0
CLOROX CO DEL COM 189054109   567,715 4,160 SH   SOLE   4,060 100 0
COCA COLA CO COM 191216100   1,501,185 23,585 SH   SOLE   15,335 8,250 0
COLGATE PALMOLIVE CO COM 194162103   867,538 8,940 SH   SOLE   4,140 4,800 0
CONOCO PHILLIPS COM 20825c104   305,967 2,675 SH   SOLE   2,675 0 0
CONSTELLATION BRANDS INC CL A 21036P108   7,171,423 27,874 SH   SOLE   21,171 6,703 0
CORNING INC COM 219350105   2,018,879 51,966 SH   SOLE   38,726 13,240 0
CORPAY INC COM SHS 219948106   2,746,687 10,310 SH   SOLE   6,892 3,418 0
COSTCO WHSL CORP NEW COM 22160K105   57,419,941 67,554 SH   SOLE   39,236 28,318 0
COUPANG INC CL A 22266T109   1,086,258 51,850 SH   SOLE   31,550 20,300 0
CROWDSTRIKE HLDGS INC CL A 22788C105   11,101,014 28,970 SH   SOLE   22,000 6,970 0
CUMMINS INC COM 231021106   8,611,414 31,096 SH   SOLE   20,403 10,693 0
D R HORTON INC COM 23331A109   5,024,014 35,649 SH   SOLE   25,106 10,543 0
DXC TECHNOLOGY CO COM 23355L106   306,108 16,035 SH   SOLE   15,000 1,035 0
DANAHER CORPORATION COM 235851102   3,669,297 14,686 SH   SOLE   13,200 1,486 0
DEERE & CO COM 244199105   13,250,040 35,463 SH   SOLE   26,260 9,203 0
DELL TECHNOLOGIES INC CL C 24703L202   5,476,406 39,710 SH   SOLE   33,005 6,705 0
DISNEY WALT CO COM 254687106   2,432,109 24,495 SH   SOLE   18,944 5,551 0
DONALDSON INC COM 257651109   672,664 9,400 SH   SOLE   0 9,400 0
DOW INC COM 260557103   5,116,991 96,456 SH   SOLE   76,091 20,365 0
EBAY INC COM 278642103   627,181 11,675 SH   SOLE   1,150 10,525 0
ECOLAB INC COM 278865100   15,776,385 66,287 SH   SOLE   37,058 29,229 0
EDISON INTL COM 281020107   697,760 9,717 SH   SOLE   5,717 4,000 0
EDWARDS LIFESCIENCES CORP COM 28176E108   16,026,472 173,503 SH   SOLE   101,564 71,939 0
ELECTRONIC ARTS INC COM 285512109   339,269 2,435 SH   SOLE   2,435 0 0
EXPEDIA GROUP INC COM NEW 30212P303   3,560,897 28,263 SH   SOLE   22,608 5,655 0
EXPEDITORS INTL WASH INC COM 302130109   7,423,008 59,484 SH   SOLE   45,934 13,550 0
FS KKR CAPITAL CORP COM 302635206   307,512 15,586 SH   SOLE   15,586 0 0
META PLATFORMS INC CL A 30303M102   95,716,754 189,831 SH   SOLE   144,511 45,320 0
FASTENAL CO COM 311900104   7,574,859 120,542 SH   SOLE   84,324 36,218 0
FEDEX CORP COM 31428X106   13,142,609 43,832 SH   SOLE   24,706 19,126 0
FIDELITY NATL INFORMATION SV COM 31620M106   1,821,979 24,177 SH   SOLE   20,550 3,627 0
FORD MOTOR COMPANY COM 345370860   297,825 23,750 SH   SOLE   18,750 5,000 0
GILEAD SCIENCES INC COM 375558103   1,186,747 17,297 SH   SOLE   5,897 11,400 0
GLOBAL PMTS INC COM 37940X102   8,765,823 90,650 SH   SOLE   55,930 34,720 0
GOLDMAN SACHS GROUP INC COM 38141G104   517,906 1,145 SH   SOLE   1,145 0 0
GRAINGER W W INC COM 384802104   11,818,442 13,099 SH   SOLE   6,964 6,135 0
HP INC COM 40434L105   10,122,531 289,050 SH   SOLE   189,275 99,775 0
HERTZ GLOBAL HLDGS INC COM NEW 42806J700   68,835 19,500 SH   SOLE   13,500 6,000 0
HOME DEPOT INC COM 437076102   5,312,759 15,433 SH   SOLE   4,365 11,068 0
HONEYWELL INTL INC COM 438516106   320,310 1,500 SH   SOLE   1,500 0 0
IDEXX LABS INC COM 45168D104   755,160 1,550 SH   SOLE   1,550 0 0
ILLINOIS TOOL WKS INC COM 452308109   379,136 1,600 SH   SOLE   1,600 0 0
INDAPTUS THERAPEUTICS INC COM 45339J105   217,166 102,437 SH   SOLE   69,976 32,461 0
INTEL CORP COM 458140100   571,064 18,439 SH   SOLE   8,599 9,840 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   23,839,302 174,149 SH   SOLE   120,377 53,772 0
INTERNATIONAL BUSINESS MACHS COM 459200101   2,525,070 14,600 SH   SOLE   13,000 1,600 0
INTUIT COM 461202103   61,765,691 93,982 SH   SOLE   66,473 27,509 0
INTUITIVE SURGICAL INC COM NEW 46120E602   12,733,831 28,625 SH   SOLE   27,595 1,030 0
Invesco S&P 500 Equal S&P500 EQL WGT 46137V357   489,883 2,982 SH   SOLE   1,977 1,005 0
INVESCO EXCHANGE TRADED FD T DYNMC BIOTECH 46137V787   494,852 7,635 SH   SOLE   6,755 880 0
IRON MTN INC DEL COM 46284V101   241,974 2,700 SH   SOLE   2,700 0 0
ISHARES TR IBOXX INV CP ETF 464287242   853,211 7,965 SH   SOLE   7,965 0 0
ISHARES TR 20 YR TR BD ETF 464287432   1,402,031 15,276 SH   SOLE   11,677 3,599 0
ISHARES TR 1-3 YR TR BD ETF 464287457   239,888 2,938 SH   SOLE   2,173 765 0
ISHARES TR NASDQ BIOTEC ETF 464287556   11,082,097 80,738 SH   SOLE   53,497 27,241 0
Ishares Short Treasury SHORT TREAS BD 464288679   4,822,773 43,645 SH   SOLE   33,687 9,958 0
ISHARES TR U.S. PFD STK ETF 464288687   234,984 7,448 SH   SOLE   7,448 0 0
JPMORGAN CHASE & CO COM 46625H100   1,252,394 6,192 SH   SOLE   6,192 0 0
JOHNSON & JOHNSON COM 478160104   11,188,548 76,550 SH   SOLE   40,055 36,495 0
KENVUE INC COM 49177J102   2,672,678 147,012 SH   SOLE   104,962 42,050 0
LENNAR CORP CL A 526057104   1,047,891 6,992 SH   SOLE   5,084 1,908 0
LILLY ELI & CO COM 532457108   44,063,660 48,669 SH   SOLE   31,008 17,661 0
LITHIA MOTORS INC CLASS A COM 536797103   1,244,074 4,928 SH   SOLE   4,215 713 0
LOUISIANA-PACIFIC CORP COM 546347105   392,632 4,769 SH   SOLE   4,519 250 0
LOWES COS INC COM 548661107   16,745,756 75,958 SH   SOLE   58,238 17,720 0
M & T BANK CORP COM 55261F104   204,336 1,350 SH   SOLE   750 600 0
MANNKIND CORP COM NEW 56400P706   77,256 14,800 SH   SOLE   0 14,800 0
MAPLEBEAR INC COM 565394103   749,505 23,320 SH   SOLE   14,600 8,720 0
MASTERCARD INC CL A 57636Q104   9,347,297 21,188 SH   SOLE   11,413 9,775 0
MCDONALDS CORP COM 580135101   3,703,590 14,533 SH   SOLE   10,028 4,505 0
MERCADOLIBRE INC COM 58733R102   22,035,802 13,409 SH   SOLE   10,057 3,352 0
MERCK & CO. INC COM 58933Y105   16,697,030 134,871 SH   SOLE   90,857 44,014 0
MICROSOFT CORP COM 594918104   107,902,520 241,420 SH   SOLE   162,079 79,341 0
MICRON TECHNOLOGY COM 595112103   4,838,200 36,784 SH   SOLE   33,117 3,667 0
MONDELEZ INTL INC CL A 609207105   6,343,819 96,941 SH   SOLE   75,330 21,611 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   30,384,836 78,707 SH   SOLE   56,251 22,456 0
NETFLIX INC COM 64110L106   249,706 370 SH   SOLE   370 0 0
NEW YORK CMNTY BANCORP INC COM 649445103   706,726 219,480 SH   SOLE   186,450 33,030 0
NEXTERA ENERGY INC COM 65339F101   1,511,794 21,350 SH   SOLE   3,350 18,000 0
NIKE INC CL B 654106103   5,637,827 74,802 SH   SOLE   46,352 28,450 0
NORFOLK SOUTHERN CORP COM 655844108   5,701,630 26,558 SH   SOLE   16,288 10,270 0
NOVARTIS A G SPONSORED ADR 66987V109   8,775,391 82,429 SH   SOLE   56,689 25,740 0
NOVO-NORDISK A S ADR 670100205   249,795 1,750 SH   SOLE   1,750 0 0
NVIDIA CORP COM 67066G104   79,754,958 645,580 SH   SOLE   484,855 160,725 0
O REILLY AUTOMOTIVE INC COM 67103H107   2,542,992 2,408 SH   SOLE   2,045 363 0
OMNICOM GROUP INC COM 681919106   219,765 2,450 SH   SOLE   2,450 0 0
ORACLE CORP COM 68389X105   9,066,593 64,211 SH   SOLE   30,213 33,998 0
PVH CORPORATION COM 693656100   3,063,348 28,935 SH   SOLE   19,985 8,950 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   271,538 10,720 SH   SOLE   10,720 0 0
PALO ALTO NETWORKS INC COM 697435105   394,947 1,165 SH   SOLE   790 375 0
PAYCHEX INC COM 704326107   21,525,674 181,559 SH   SOLE   126,006 55,553 0
PAYPAL HLDGS INC COM 70450Y103   8,894,529 153,275 SH   SOLE   104,572 48,703 0
PEPSICO INC COM 713448108   6,673,973 40,465 SH   SOLE   26,646 13,819 0
PFIZER INC COM 717081103   708,046 25,305 SH   SOLE   9,955 15,350 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105   273,151 15,294 SH   SOLE   89 15,205 0
PROCTER & GAMBLE CO COM 742718109   1,560,308 9,461 SH   SOLE   3,291 6,170 0
QUALCOMM INC COM 747525103   23,662,119 118,798 SH   SOLE   78,663 40,135 0
QUEST DIAGNOSTICS INC COM 74834L100   338,778 2,475 SH   SOLE   2,475 0 0
RH COM 74967X103   5,168,195 21,143 SH   SOLE   16,915 4,228 0
RPM INTL INC COM 749685103   244,972 2,275 SH   SOLE   2,275 0 0
RALPH LAUREN CORP CL A 751212101   2,056,080 11,745 SH   SOLE   11,055 690 0
RAYTHEON TECHNOLOGIES CORP COM NEW 75513E101   355,381 3,540 SH   SOLE   3,540 0 0
REGENERON PHARMACEUTICALS COM 75886F107   734,670 699 SH   SOLE   324 375 0
SEI INVESTMENTS CO COM 784117103   351,396 5,432 SH   SOLE   5,432 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   703,043 1,292 SH   SOLE   1,046 246 0
SPDR SER TR PORTFOLIO AGRGTE 78464A649   496,782 19,800 SH   SOLE   19,800 0 0
SALESFORCE COM INC COM 79466L302   3,018,611 11,741 SH   SOLE   9,270 2,471 0
CHARLES SCHWAB CORP COM 808513105   411,927 5,590 SH   SOLE   4,090 1,500 0
SCOTTS MIRACLE GRO CO CL A 810186106   4,004,118 61,545 SH   SOLE   31,395 30,150 0
SEA LTD SPONSORED ADS 81141R100   9,454,341 132,377 SH   SOLE   99,312 33,065 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   739,319 10,850 SH   SOLE   4,850 6,000 0
SERVICE NOW INC COM 81762P102   672,603 855 SH   SOLE   687 168 0
SHERWIN WILLIAMS CO COM 824348106   447,645 1,500 SH   SOLE   1,500 0 0
SHOPIFY INC CL A 82509L107   375,825 5,690 SH   SOLE   4,390 1,300 0
SNOWFLAKE INC CL A 833445109   1,344,146 9,950 SH   SOLE   7,020 2,930 0
SOUTHERN CO COM 842587107   345,605 4,455 SH   SOLE   955 3,500 0
SQUARE INC CL A 852234103   4,686,037 72,663 SH   SOLE   48,223 24,440 0
STARBUCKS CORP COM 855244109   921,744 11,840 SH   SOLE   11,165 675 0
STRYKER CORP COM 863667101   13,426,605 39,461 SH   SOLE   31,251 8,210 0
SYSCO CORP COM 871829107   2,884,913 40,411 SH   SOLE   7,601 32,810 0
TJX COS INC NEW COM 872540109   904,692 8,217 SH   SOLE   2,082 6,135 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   1,665,621 9,583 SH   SOLE   8,517 1,066 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   326,529 2,100 SH   SOLE   2,100 0 0
TARGET CORP COM 87612E106   414,512 2,800 SH   SOLE   2,800 0 0
TESLA INC COM 88160R101   1,058,658 5,350 SH   SOLE   1,035 4,315 0
TEXAS INSTRS INC COM 882508104   23,577,101 121,200 SH   SOLE   79,629 41,571 0
THERMO FISHER SCIENTIFIC INC COM 883556102   3,336,433 6,033 SH   SOLE   4,513 1,520 0
3M CO COM 88579Y101   786,148 7,693 SH   SOLE   5,743 1,950 0
TOLL BROTHERS INC COM 889478103   1,999,064 17,356 SH   SOLE   9,856 7,500 0
TRIMBLE INC COM 896239100   8,557,717 153,035 SH   SOLE   78,125 74,910 0
US BANCORP DEL COM NEW 902973304   243,163 6,125 SH   SOLE   6,125 0 0
UBER TECHNOLOGIES INC COM 90353T100   4,998,567 68,775 SH   SOLE   47,970 20,805 0
ULTA BEAUTY INC COM 90384S303   944,224 2,447 SH   SOLE   2,070 377 0
UNION PAC CORP COM 907818108   12,284,485 54,294 SH   SOLE   35,969 18,325 0
UNITED PARCEL SERVICE INC CL B 911312106   6,063,865 44,310 SH   SOLE   31,871 12,439 0
UNITEDHEALTH GROUP INC COM 91324P102   4,825,239 9,475 SH   SOLE   9,045 430 0
VANGUARD WORLD FD UTILITIES ETF 92204A876   443,760 3,000 SH   SOLE   2,000 1,000 0
VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847   1,418,409 24,591 SH   SOLE   18,805 5,786 0
VERIZON COMMUNICATIONS INC COM 92343V104   518,263 12,567 SH   SOLE   11,067 1,500 0
VERTEX PHARMACEUTICAL COM COM 92532F100   386,694 825 SH   SOLE   545 280 0
VISA INC COM CL A 92826C839   14,759,476 56,233 SH   SOLE   42,341 13,892 0
WEC ENERGY GROUP INC COM 92939U106   572,758 7,300 SH   SOLE   350 6,950 0
WALMART INC COM 931142103   7,927,351 117,078 SH   SOLE   78,819 38,259 0
WARNER BROS DISCOVERY INC COM SER A 934423104   1,296,971 174,324 SH   SOLE   148,224 26,100 0
WASTE MGMT INC DEL COM 94106L109   28,305,382 132,677 SH   SOLE   92,264 40,413 0
WATERS CORP COM 941848103   4,433,614 15,282 SH   SOLE   6,901 8,381 0
WELLS FARGO CO NEW COM 949746101   252,645 4,254 SH   SOLE   2,200 2,054 0
WHIRLPOOL CORP COM 963320106   597,870 5,850 SH   SOLE   4,500 1,350 0
WILLIAMS-SONOMA COM 969904101   16,036,827 56,794 SH   SOLE   45,100 11,694 0
WINGSTOP INC COM 974155103   562,138 1,330 SH   SOLE   590 740 0
WISDOMTREE TR FLOATING RAT TREA 97717Y527   227,452 4,521 SH   SOLE   4,521 0 0
YUM BRANDS INC COM 988498101   2,347,589 17,723 SH   SOLE   13,198 4,525 0
ZOETIS INC CL A 98978V103   15,540,857 89,645 SH   SOLE   61,452 28,193 0