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
Abbott Laboratories COM 002824100   4,147,537 37,777 SH   SOLE   28,354 0 9,423
Accenture Plc COM G1151C101   14,245,787 53,387 SH   SOLE   28,194 0 25,193
Adobe Inc COM 00724F101   13,718,982 40,766 SH   SOLE   21,334 0 19,432
Alphabet Class C COM 02079K107   17,977,056 202,604 SH   SOLE   110,047 0 92,557
Amazon.com Inc COM 023135106   17,089,632 203,448 SH   SOLE   114,675 0 88,773
Ametek Inc COM 031100100   4,416,968 31,613 SH   SOLE   23,366 0 8,247
Amgen Inc COM 031162100   5,404,081 20,576 SH   SOLE   11,236 0 9,340
Amphenol Corp COM 032095101   4,040,902 53,072 SH   SOLE   39,474 0 13,598
Analog Devices Inc COM 032654105   13,992,087 85,302 SH   SOLE   44,757 0 40,545
Apple Inc COM 037833100   48,883,044 376,226 SH   SOLE   231,118 0 145,108
Aptiv PLC COM G6095L109   3,390,305 36,404 SH   SOLE   26,937 0 9,467
AT&T Inc COM 00206R102   437,440 23,761 SH   SOLE   23,761 0 0
BayCom Corp COM 07272M107   2,601,019 137,040 SH   SOLE   137,040 0 0
Booz Allen Hamilton Hldg COM 099502106   4,408,967 42,183 SH   SOLE   31,353 0 10,830
Bristol-Myers Squibb Co COM 110122108   2,027,191 28,175 SH   SOLE   28,175 0 0
Caterpillar Inc COM 149123101   1,817,781 7,588 SH   SOLE   7,588 0 0
Chubb Corp Com COM H1467J104   12,772,740 57,900 SH   SOLE   29,763 0 28,137
Coca-Cola COM 191216100   3,142,207 49,398 SH   SOLE   36,357 0 13,041
Costar Group Inc COM 22160N109   3,363,689 43,526 SH   SOLE   32,414 0 11,112
Costco Wholesale Corp COM 22160K105   3,348,884 7,336 SH   SOLE   5,381 0 1,955
Danaher COM 235851102   13,885,182 52,314 SH   SOLE   27,529 0 24,785
Dollar Gen Corp Com COM 256677105   12,914,581 52,445 SH   SOLE   26,810 0 25,635
Ecolab Inc COM 278865100   13,300,108 91,372 SH   SOLE   47,088 0 44,284
EOG Resources COM 26875P101   2,515,408 19,421 SH   SOLE   14,399 0 5,022
Exxon Mobil COM 30231G102   915,490 8,300 SH   SOLE   8,300 0 0
General Electric Co COM 369604301   496,456 5,925 SH   SOLE   5,925 0 0
Hercules Capital Inc COM 427096508   202,464 15,315 SH   SOLE   15,315 0 0
Home Depot Inc COM 437076102   3,859,177 12,218 SH   SOLE   9,145 0 3,073
Honeywell Int'l COM 438516106   13,774,561 64,277 SH   SOLE   33,746 0 30,531
Hubspot Inc COM 443573100   4,360,080 15,080 SH   SOLE   11,218 0 3,862
IBM COM 459200101   1,505,269 10,684 SH   SOLE   10,684 0 0
Idexx Labs Inc Com COM 45168D104   13,392,103 32,827 SH   SOLE   16,989 0 15,838
Intel Corp COM 458140100   274,872 10,400 SH   SOLE   10,400 0 0
Intuit COM 461202103   13,668,628 35,118 SH   SOLE   18,298 0 16,820
Iqvia Hldgs Inc COM 46266C105   13,494,670 65,863 SH   SOLE   34,091 0 31,772
Johnson & Johnson COM 478160104   5,349,139 30,281 SH   SOLE   16,805 0 13,476
Lululemon Athletica In Com COM 550021109   3,404,358 10,626 SH   SOLE   7,911 0 2,715
Mastercard Inc COM 57636Q104   13,909,548 40,001 SH   SOLE   21,045 0 18,956
McDonalds Corp COM 580135101   12,960,405 49,180 SH   SOLE   25,187 0 23,993
Merck COM 58933Y105   1,997,100 18,000 SH   SOLE   18,000 0 0
Microsoft COM 594918104   42,729,209 178,172 SH   SOLE   113,264 0 64,908
Moodys Corp Com COM 615369105   1,371,368 4,922 SH   SOLE   0 0 4,922
Nike Inc Cl B COM 654106103   13,363,946 114,212 SH   SOLE   58,028 0 56,184
Nvidia Corp COM 67066G104   13,816,806 94,545 SH   SOLE   49,282 0 45,263
Palo Alto Networks COM 697435105   13,536,496 97,008 SH   SOLE   50,499 0 46,509
Pepsico COM 713448108   12,465,540 69,000 SH   SOLE   34,912 0 34,088
Procter & Gamble COM 742718109   2,954,814 19,496 SH   SOLE   14,566 0 4,930
Qualcomm COM 747525103   4,231,481 38,489 SH   SOLE   28,413 0 10,076
S&P Global COM 78409V104   11,698,784 34,928 SH   SOLE   19,908 0 15,020
Schlumberger Ltd COM 806857108   213,840 4,000 SH   SOLE   4,000 0 0
Starbucks COM 855244109   13,374,739 134,826 SH   SOLE   69,390 0 65,436
Stryker Corp COM 863667101   13,741,805 56,206 SH   SOLE   29,269 0 26,937
Tesla Inc COM 88160R101   8,234,213 66,847 SH   SOLE   39,089 0 27,758
Texas Instruments COM 882508104   13,590,006 82,254 SH   SOLE   42,908 0 39,346
Thermo Fisher Scientific COM 883556102   5,694,135 10,340 SH   SOLE   5,733 0 4,607
Tractor Supply Co COM 892356106   13,115,301 58,298 SH   SOLE   29,971 0 28,327
Transdigm Group Inc Com COM 893641100   13,633,182 21,652 SH   SOLE   11,405 0 10,247
Union Pacific Corp COM 907818108   16,615,504 80,241 SH   SOLE   48,958 0 31,283
Unitedhealth Group COM 91324P102   13,322,893 25,129 SH   SOLE   13,129 0 12,000
US Bancorp COM 902973304   224,897 5,157 SH   SOLE   5,157 0 0
Verizon Communications COM 92343V104   447,387 11,355 SH   SOLE   11,355 0 0
Visa COM 92826C839   13,989,104 67,333 SH   SOLE   35,470 0 31,863
Wal-Mart Stores Inc COM 931142103   3,768,778 26,580 SH   SOLE   26,580 0 0
Workday Inc COM 98138H101   4,240,979 25,345 SH   SOLE   18,573 0 6,772
Yum! Brands COM 988498101   3,764,143 29,389 SH   SOLE   22,045 0 7,344
Consumer Staples Select Sector ETFS 81369Y308   3,670,426 49,234 SH   SOLE   49,234 0 0
Energy Select Sector SPDR Fund ETFS 81369Y506   4,290,141 49,047 SH   SOLE   48,673 0 374
Health Care Select Sector SPDR ETFS 81369Y209   1,714,155 12,618 SH   SOLE   12,618 0 0
Invesco QQQ Trust ETFS 46090E103   279,594 1,050 SH   SOLE   1,050 0 0
iShares Gold Trust ETF ETFS 464285204   13,698,366 396,021 SH   SOLE   396,021 0 0
iShares MSCI Emerging Markets ETFS 46434G764   1,775,378 37,400 SH   SOLE   37,400 0 0
iShares S&P 100 ETF ETFS 464287101   6,939,499 40,684 SH   SOLE   40,684 0 0
iShares Tr MSCI EAFE Idx ETF ETFS 464287465   13,343,430 203,282 SH   SOLE   203,008 0 274
iShares Tr MSCI Emerg Mkt ETF ETFS 464287234   1,217,727 32,130 SH   SOLE   31,738 0 392
iShares Tr S&P 500 Value ETF ETFS 464287408   26,100,269 179,915 SH   SOLE   179,915 0 0
ProShares S&P 500 Dividend Ari ETFS 74348A467   22,656,583 251,768 SH   SOLE   250,032 0 1,736
Real Estate Select Sector SPDR ETFS 81369Y860   4,901,384 132,721 SH   SOLE   132,232 0 489
Select Sector Financial Select ETFS 81369Y605   3,570,070 104,388 SH   SOLE   104,388 0 0
SPDR S&P 500 ETF ETFS 78462F103   254,698 666 SH   SOLE   666 0 0
Vanguard High Dividend Yield E ETFS 921946406   7,254,667 67,042 SH   SOLE   67,042 0 0
Vanguard Index Fds Mid Cap ETF ETFS 922908629   7,431,320 36,462 SH   SOLE   36,098 0 364
Vanguard Index Fds Sm Cap Valu ETFS 922908611   11,798,522 74,298 SH   SOLE   74,298 0 0
Vanguard Index Fds Small Cp ET ETFS 922908751   6,800,341 37,051 SH   SOLE   36,671 0 380
Vanguard Index Fds Sml Cp Grw ETFS 922908595   10,560,436 52,660 SH   SOLE   52,660 0 0
Vanguard Index Fds Value ETF ETFS 922908744   21,917,091 156,138 SH   SOLE   155,053 0 1,085
iShares U.S. Preferred Stock ETFS 464288687   5,505,780 180,340 SH   SOLE   179,100 0 1,240
Invesco Preferred ETF PFD 46138E511   158,085 14,140 SH   SOLE   11,775 0 2,365
Wells Fargo & Co New 7.5 Perp PFD 949746804   380,385 321 SH   SOLE   321 0 0
Shell plc ADR 780259305   1,139,000 20,000 SH   SOLE   20,000 0 0
Vanguard Inst Index Fund - Sta COM vangcasc3   63,409,740 510,653 SH   SOLE   510,653 0 0