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
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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
Adobe Systems COM 00724F101   15,112,475 25,331 SH   SOLE   0 0 0
Airbnb COM 009066101   945,628 6,946 SH   SOLE   0 0 0
Alnylam Pharmaceuticals Inc COM 02043q107   6,878,701 35,937 SH   SOLE   0 0 0
Alphabet Inc. Cl-A COM 02079K305   8,877,719 63,553 SH   SOLE   0 0 0
Alphabet Inc. Cl-C COM 02079K107   6,868,505 48,737 SH   SOLE   0 0 0
Amazon.com, Inc COM 023135106   15,601,807 102,684 SH   SOLE   0 0 0
American Tower Corp Cl A COM 03027X100   3,231,076 14,967 SH   SOLE   0 0 0
Apple Computer COM 037833100   1,955,527 10,157 SH   SOLE   0 0 0
Arista Networks, Inc. COM 040413106   235,510 1,000 SH   SOLE   0 0 0
Bankamerica Corp. New COM 060505104   2,252,303 66,893 SH   SOLE   0 0 0
BellRing Brands COM 07831C103   6,380,658 115,112 SH   SOLE   0 0 0
Berkshire Hathaway Inc-Cl B COM 084670702   334,904 939 SH   SOLE   0 0 0
Blackstone Group COM 09260d107   5,072,103 38,742 SH   SOLE   0 0 0
Chevron Corp COM 166764100   541,302 3,629 SH   SOLE   0 0 0
Cintas Corp. COM 172908105   12,011,616 19,931 SH   SOLE   0 0 0
Citigroup COM 172967424   214,711 4,174 SH   SOLE   0 0 0
Constellation Brands A COM 21036P108   3,941,250 16,303 SH   SOLE   0 0 0
Costco Wholesale Corporation COM 22160K105   13,693,360 20,745 SH   SOLE   0 0 0
Deckers Outdoors COM 243537107   8,725,685 13,054 SH   SOLE   0 0 0
Dynatrace COM 268150109   3,959,337 72,396 SH   SOLE   0 0 0
Fidelity National Information Services Inc COM 31620M106   1,476,461 24,579 SH   SOLE   0 0 0
Home Depot COM 437076102   5,769,018 16,647 SH   SOLE   0 0 0
Illumina Inc. COM 452327109   2,947,015 21,165 SH   SOLE   0 0 0
Insulet Corp. COM 45784P101   7,510,546 34,614 SH   SOLE   0 0 0
Intuitive Surgical Inc. COM 46120E602   239,526 710 SH   SOLE   0 0 0
Iqvia Hldgs. COM 46266C105   4,067,198 17,578 SH   SOLE   0 0 0
JP Morgan Chase & Co. COM 46625H100   4,299,788 25,278 SH   SOLE   0 0 0
Meta Platforms Cl A COM 30303M102   11,646,346 32,903 SH   SOLE   0 0 0
Microsoft COM 594918104   18,991,513 50,504 SH   SOLE   0 0 0
Morgan Stanley COM 617446448   535,442 5,742 SH   SOLE   0 0 0
Natera COM 632307104   239,598 3,825 SH   SOLE   0 0 0
Netflix Inc. COM 64110l106   10,394,888 21,350 SH   SOLE   0 0 0
Nike Inc. Class B COM 654106103   4,201,116 38,695 SH   SOLE   0 0 0
Nvidia Corp. COM 67066G104   19,925,177 40,235 SH   SOLE   0 0 0
Okta Inc. COM 679295105   2,866,632 31,665 SH   SOLE   0 0 0
PayPal Holdings COM 70450Y103   1,697,495 27,642 SH   SOLE   0 0 0
Procter & Gamble COM 742718109   207,208 1,414 SH   SOLE   0 0 0
S&P Global COM 78409V104   450,912 1,024 SH   SOLE   0 0 0
Saia Inc. COM 78709Y105   5,678,017 12,957 SH   SOLE   0 0 0
Salesforce.com COM 79466L302   11,752,885 44,664 SH   SOLE   0 0 0
ServiceNow Inc. COM 81762p102   3,983,897 5,639 SH   SOLE   0 0 0
SharkNinja, Inc. COM G8068L108   6,517,523 127,370 SH   SOLE   0 0 0
Shoals Technologies Group COM 82489W107   1,414,218 91,005 SH   SOLE   0 0 0
Synopsys Inc. COM 871607107   6,429,166 12,486 SH   SOLE   0 0 0
Tempur Sealy International Inc COM 88023u101   806,345 15,820 SH   SOLE   0 0 0
Tesla Motors Inc COM 88160r101   4,757,150 19,145 SH   SOLE   0 0 0
The TJX Companies COM 872540109   1,045,043 11,140 SH   SOLE   0 0 0
Thermo Fisher Scientific COM 883556102   10,715,589 20,188 SH   SOLE   0 0 0
Union Pacific COM 907818108   277,059 1,128 SH   SOLE   0 0 0
Visa Inc. COM 92826c839   16,370,808 62,880 SH   SOLE   0 0 0
Workday Inc. COM 98138H101   240,172 870 SH   SOLE   0 0 0
Workiva COM 98139A105   2,882,640 28,392 SH   SOLE   0 0 0
iShares Floating Rate Bond ETF 46429B655   7,383,939 145,870 SH   SOLE   0 0 0
KraneShares Global Carbon ETF 500767678   2,924,309 80,140 SH   SOLE   0 0 0
iShares Core Dividend Growth ETF 46434V621   2,813,979 52,285 SH   SOLE   0 0 0
iShares Russell 1000 Index ETF 464287622   1,857,849 7,084 SH   SOLE   0 0 0
SPDR S&P Midcap 400 ETF 78467Y107   1,784,253 3,517 SH   SOLE   0 0 0
SPDR Bloomberg Convertible Securities ETF ETF 78464A359   1,536,290 21,293 SH   SOLE   0 0 0
Janus Henderson Mortgage-Backed Sec ETF 47103U852   1,437,692 31,295 SH   SOLE   0 0 0
iShares S&P Smallcap 600 Growth ETF 464287887   962,859 7,694 SH   SOLE   0 0 0
SPDR S&P 500 Trust ETF 78462f103   912,595 1,920 SH   SOLE   0 0 0
Vanguard Small Cap ETF ETF 922908751   738,762 3,463 SH   SOLE   0 0 0
iShares Core S&P Midcap ETF 464287507   733,616 2,647 SH   SOLE   0 0 0
iShares TIPS Bond ETF ETF 464287176   592,270 5,510 SH   SOLE   0 0 0
Vanguard Short Term Corporate B ETF 92206c409   592,267 7,655 SH   SOLE   0 0 0
iShares Russell 1000 Growth Index ETF 464287614   568,141 1,874 SH   SOLE   0 0 0
Vanguard S&P 500 ETF ETF 922908363   436,800 1,000 SH   SOLE   0 0 0
SPDR Dow Jones Indus Avg ETF 78467X109   390,814 1,037 SH   SOLE   0 0 0
SPDR S&P 500 Growth ETF 78464A409   335,710 5,160 SH   SOLE   0 0 0
Invesco Ultra Short Duration ETF ETF 46090A887   326,714 6,550 SH   SOLE   0 0 0
iShares Trust SP 500 Index ETF 464287200   285,623 598 SH   SOLE   0 0 0
Ultra QQQ Proshares Tr ETF 74347R206   280,060 3,685 SH   SOLE   0 0 0
Vanguard Intermediate-Term Corp Bond ETF ETF 92206C870   269,443 3,315 SH   SOLE   0 0 0