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
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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
AIR PRODS & CHEMS INC COM 009158106   1,703,322 5,645 SH   SOLE   5,645 0 0
ALPHABET INC CAP STK CL C 02079K107   1,653,886 8,601 SH   SOLE   7,701 0 900
ALPHABET INC CAP STK CL A 02079K305   17,671,627 92,566 SH   SOLE   61,675 0 30,891
AMAZON COM INC COM 023135106   16,873,913 77,219 SH   SOLE   58,571 0 18,648
AMERICAN TOWER CORP NEW COM 03027X100   6,313,927 35,684 SH   SOLE   19,162 0 16,522
ANSYS INC COM 03662Q105   14,298,205 42,404 SH   SOLE   17,807 0 24,597
APPLE INC COM 037833100   3,360,593 14,337 SH   SOLE   3,835 0 10,502
APPLIED MATLS INC COM 038222105   569,205 3,500 SH   SOLE   3,500 0 0
APTARGROUP INC COM 038336103   5,057,595 32,865 SH   SOLE   13,141 0 19,724
ARCHROCK INC COM 03957W106   485,100 18,000 SH   SOLE   0 0 18,000
ASML HOLDING N V N Y REGISTRY SHS N07059210   3,100,949 4,263 SH   SOLE   2,100 0 2,163
AUTOMATIC DATA PROCESSING IN COM 053015103   1,407,180 4,849 SH   SOLE   3,468 0 1,381
AVALONBAY CMNTYS INC COM 053484101   461,769 2,140 SH   SOLE   930 0 1,210
BANK AMERICA CORP COM 060505104   944,925 21,500 SH   SOLE   21,500 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   7,662,109 17,261 SH   SOLE   8,876 0 8,385
BLACKROCK INC COM 09290D101   1,078,206 1,129 SH   SOLE   513 0 616
BOOKING HOLDINGS INC COM 09857L108   1,876,977 394 SH   SOLE   394 0 0
BOSTON SCIENTIFIC CORP COM 101137107   8,961,257 95,277 SH   SOLE   42,615 0 52,662
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   5,204,576 23,151 SH   SOLE   12,246 0 10,905
BUILDERS FIRSTSOURCE INC COM 12008R107   3,454,934 23,588 SH   SOLE   21,124 0 2,464
CAMDEN PPTY TR SH BEN INT 133131102   7,001,640 62,705 SH   SOLE   29,625 0 33,080
CANADIAN PACIFIC KANSAS CITY COM 13646K108   13,906,563 188,538 SH   SOLE   93,355 0 95,183
CARMAX INC COM 143130102   2,630,300 33,507 SH   SOLE   33,507 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   4,195,885 62,287 SH   SOLE   57,728 0 4,559
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100   6,983,347 633,123 SH   SOLE   443,528 0 189,595
CHART INDS INC COM 16115Q308   2,389,440 12,000 SH   SOLE   0 0 12,000
CHENIERE ENERGY INC COM NEW 16411R208   4,210,912 18,353 SH   SOLE   16,760 0 1,593
CHESAPEAKE UTILS CORP COM 165303108   434,269 3,700 SH   SOLE   700 0 3,000
CMS ENERGY CORP COM 125896100   8,827,592 135,830 SH   SOLE   58,039 0 77,791
CONOCOPHILLIPS COM 20825C104   3,220,499 30,898 SH   SOLE   27,718 0 3,180
COPART INC COM 217204106   14,974,595 269,182 SH   SOLE   170,589 0 98,593
CORNING INC COM 219350105   902,880 19,000 SH   SOLE   19,000 0 0
COSTCO WHSL CORP NEW COM 22160K105   17,970,611 19,434 SH   SOLE   11,363 0 8,071
CRH PLC ORD G25508105   14,367,765 156,939 SH   SOLE   97,442 0 59,497
DANAHER CORPORATION COM 235851102   15,808,212 65,901 SH   SOLE   37,357 0 28,544
DOMINOS PIZZA INC COM 25754A201   5,274,400 12,860 SH   SOLE   4,973 0 7,887
DT MIDSTREAM INC COMMON STOCK 23345M107   1,652,004 15,696 SH   SOLE   6,164 0 9,532
EATON CORP PLC SHS G29183103   5,560,601 16,405 SH   SOLE   15,010 0 1,395
EPAM SYS INC COM 29414B104   553,259 2,450 SH   SOLE   0 0 2,450
EQUIFAX INC COM 294429105   2,140,156 8,645 SH   SOLE   8,645 0 0
EVERUS CONSTR GROUP COM 300426103   526,960 8,000 SH   SOLE   0 0 8,000
EXTRA SPACE STORAGE INC COM 30225T102   957,953 6,499 SH   SOLE   3,224 0 3,275
FIDELITY NATL INFORMATION SV COM 31620M106   888,470 11,000 SH   SOLE   11,000 0 0
FLOWSERVE CORP COM 34354P105   949,080 16,500 SH   SOLE   16,500 0 0
FTAI AVIATION LTD SHS G3730V105   3,612,312 21,950 SH   SOLE   0 0 21,950
GALLAGHER ARTHUR J & CO COM 363576109   3,510,318 12,282 SH   SOLE   11,178 0 1,104
GAMBLING COM GROUP LIMITED ORDINARY SHARES G3R239101   779,520 58,000 SH   SOLE   0 0 58,000
GE VERNOVA INC COM 36828A101   4,298,651 12,003 SH   SOLE   11,167 0 836
GENERAC HLDGS INC COM 368736104   697,725 4,500 SH   SOLE   4,500 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104   4,292,879 97,102 SH   SOLE   97,102 0 0
HEICO CORP NEW CL A 422806208   9,997,579 55,918 SH   SOLE   30,913 0 25,005
HILTON WORLDWIDE HLDGS INC COM 43300A203   3,934,512 16,294 SH   SOLE   14,728 0 1,566
HOWMET AEROSPACE INC COM 443201108   4,401,695 38,359 SH   SOLE   22,506 0 15,853
IDEXX LABS INC COM 45168D104   12,477,010 29,523 SH   SOLE   14,393 0 15,130
INFORMATICA INC COM CL A 45674M101   363,020 14,000 SH   SOLE   14,000 0 0
INTUIT COM 461202103   3,379,417 5,511 SH   SOLE   4,908 0 603
INVESCO QQQ TR UNIT SER 1 46090E103   560,666 1,109 SH   SOLE   1,109 0 0
INVESCO QQQ TR PUT 46090E953   2,556,150 5,000 SH Put SOLE   5,000 0 0
ISHARES TR CORE US AGGBD ET 464287226   954,378 9,957 SH   SOLE   9,957 0 0
ISHARES TR IBOXX INV CP ETF 464287242   1,360,520 12,945 SH   SOLE   10,376 0 2,569
ISHARES TR S&P 500 GRWT ETF 464287309   1,135,364 11,268 SH   SOLE   11,268 0 0
ISHARES TR RUS MID CAP ETF 464287499   1,005,509 11,390 SH   SOLE   9,712 0 1,678
ISHARES TR NATIONAL MUN ETF 464288414   638,726 6,056 SH   SOLE   6,056 0 0
ISHARES TR US TREAS BD ETF 46429B267   945,237 42,473 SH   SOLE   42,473 0 0
ISHARES TR CORE DIV GRWTH 46434V621   837,864 13,749 SH   SOLE   11,563 0 2,186
ISHARES TR US TECH BRKTHR 46436E502   636,457 12,188 SH   SOLE   10,172 0 2,016
ISHARES TR 0-3 MNTH TREASRY 46436E718   3,050,671 30,364 SH   SOLE   26,096 0 4,268
ISHARES TR CALL 464287905   2,209,600 10,000 SH Call SOLE   10,000 0 0
ITRON INC COM 465741106   465,120 4,500 SH   SOLE   0 0 4,500
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332   941,805 16,445 SH   SOLE   7,084 0 9,361
J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF 46641Q852   429,024 9,134 SH   SOLE   9,134 0 0
JETBLUE AWYS CORP COM 477143101   105,420 14,000 SH   SOLE   0 0 14,000
JOHNSON CTLS INTL PLC SHS G51502105   789,300 10,000 SH   SOLE   10,000 0 0
JPMORGAN CHASE & CO. COM 46625H100   3,213,559 13,159 SH   SOLE   11,954 0 1,205
KINDER MORGAN INC DEL COM 49456B101   890,500 32,500 SH   SOLE   32,500 0 0
KINETIK HOLDINGS INC COM NEW CL A 02215L209   569,640 9,400 SH   SOLE   0 0 9,400
LAMAR ADVERTISING CO NEW CL A 512816109   1,529,453 12,787 SH   SOLE   5,182 0 7,605
LIVE NATION ENTERTAINMENT IN COM 538034109   4,176,124 31,974 SH   SOLE   28,494 0 3,480
MAIN STR CAP CORP COM 56035L104   1,189,000 20,500 SH   SOLE   20,500 0 0
MASTERCARD INCORPORATED CL A 57636Q104   11,034,303 21,854 SH   SOLE   15,531 0 6,323
MCDONALDS CORP COM 580135101   736,871 2,598 SH   SOLE   1,310 0 1,288
MCGRATH RENTCORP COM 580589109   3,625,043 31,657 SH   SOLE   16,852 0 14,805
MDU RES GROUP INC COM 552690109   989,680 55,101 SH   SOLE   43,101 0 12,000
MICROCHIP TECHNOLOGY INC. COM 595017104   3,166,483 56,146 SH   SOLE   53,152 0 2,994
MICROSOFT CORP COM 594918104   29,710,462 71,195 SH   SOLE   42,224 0 28,971
MONARCH CASINO & RESORT INC COM 609027107   552,440 7,000 SH   SOLE   4,500 0 2,500
MOODYS CORP COM 615369105   12,242,795 26,738 SH   SOLE   13,187 0 13,551
MORGAN STANLEY COM NEW 617446448   4,042,694 32,605 SH   SOLE   29,557 0 3,048
MOTOROLA SOLUTIONS INC COM NEW 620076307   6,740,555 14,757 SH   SOLE   6,342 0 8,415
NEXTERA ENERGY INC COM 65339F101   837,000 12,500 SH   SOLE   8,100 0 4,400
NORFOLK SOUTHN CORP COM 655844108   1,728,239 7,332 SH   SOLE   5,665 0 1,667
NVIDIA CORPORATION COM 67066G104   7,404,524 55,577 SH   SOLE   49,995 0 5,582
OCEANEERING INTL INC COM 675232102   494,000 19,000 SH   SOLE   0 0 19,000
ONEOK INC NEW COM 682680103   800,022 7,694 SH   SOLE   2,000 0 5,694
PAR TECHNOLOGY CORP COM 698884103   506,610 7,502 SH   SOLE   6,811 0 691
PARKER-HANNIFIN CORP COM 701094104   954,045 1,500 SH   SOLE   1,500 0 0
PAYPAL HLDGS INC COM 70450Y103   853,500 10,000 SH   SOLE   10,000 0 0
PIMCO ETF TR ACTIVE BD ETF 72201R775   1,026,516 11,499 SH   SOLE   11,499 0 0
PLAYAGS INC COM 72814N104   592,000 50,000 SH   SOLE   0 0 50,000
PPL CORP COM 69351T106   1,635,036 51,611 SH   SOLE   17,972 0 33,639
QUANTA SVCS INC COM 74762E102   901,840 2,870 SH   SOLE   0 0 2,870
RTX CORPORATION COM 75513E101   3,722,350 31,615 SH   SOLE   28,561 0 3,054
S&P GLOBAL INC COM 78409V104   8,877,237 18,323 SH   SOLE   13,410 0 4,913
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   780,098 28,575 SH   SOLE   28,575 0 0
SERVICENOW INC COM 81762P102   4,204,148 4,139 SH   SOLE   3,713 0 426
SOLVENTUM CORP COM SHS 83444M101   4,795,403 70,246 SH   SOLE   41,603 0 28,643
SPDR S&P 500 ETF TR PUT 78462F953   4,395,600 7,500 SH Put SOLE   7,500 0 0
SPDR SER TR BLOOMBERG 1-3 MO 78468R663   33,145,174 362,045 SH   SOLE   169,276 0 192,769
STRYKER CORPORATION COM 863667101   6,205,246 17,190 SH   SOLE   7,315 0 9,875
SUN CMNTYS INC COM 866674104   1,143,886 9,360 SH   SOLE   3,260 0 6,100
TARGA RES CORP COM 87612G101   1,251,960 6,340 SH   SOLE   140 0 6,200
TETRA TECH INC NEW COM 88162G103   4,118,554 98,530 SH   SOLE   52,756 0 45,774
TEXAS INSTRS INC COM 882508104   2,366,076 12,382 SH   SOLE   9,913 0 2,469
TOAST INC CL A 888787108   456,430 13,000 SH   SOLE   0 0 13,000
TOWER SEMICONDUCTOR LTD SHS NEW M87915274   412,080 8,000 SH   SOLE   8,000 0 0
TRANSDIGM GROUP INC COM 893641100   7,741,715 6,056 SH   SOLE   2,660 0 3,396
TYLER TECHNOLOGIES INC COM 902252105   4,725,942 8,409 SH   SOLE   6,088 0 2,321
U HAUL HOLDING COMPANY COM SER N 023586506   1,918,272 30,712 SH   SOLE   30,712 0 0
UBER TECHNOLOGIES INC COM 90353T100   4,512,210 68,679 SH   SOLE   64,280 0 4,399
UNION PAC CORP COM 907818108   10,830,965 47,764 SH   SOLE   25,369 0 22,395
UNITEDHEALTH GROUP INC COM 91324P102   3,352,435 6,195 SH   SOLE   5,592 0 603
US BANCORP DEL COM NEW 902973304   956,600 20,000 SH   SOLE   20,000 0 0
VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303   431,459 8,690 SH   SOLE   8,690 0 0
VENTAS INC COM 92276F100   1,147,704 19,788 SH   SOLE   8,717 0 11,071
VISA INC COM CL A 92826C839   3,749,028 12,215 SH   SOLE   10,886 0 1,329
VULCAN MATLS CO COM 929160109   5,447,806 21,278 SH   SOLE   9,405 0 11,873
WABTEC COM 929740108   383,680 2,000 SH   SOLE   0 0 2,000
WASTE CONNECTIONS INC COM 94106B101   20,737,752 117,368 SH   SOLE   55,730 0 61,639
WELLTOWER INC COM 95040Q104   4,718,774 37,534 SH   SOLE   17,933 0 19,601
WILLIAMS COS INC COM 969457100   12,138,133 217,284 SH   SOLE   96,930 0 120,354
WILLSCOT HLDGS CORP COM CL A 971378104   1,649,366 46,764 SH   SOLE   46,764 0 0
ZOETIS INC CL A 98978V103   1,003,741 6,035 SH   SOLE   0 0 6,035