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
Accenture Plc COM G1151C101   2,840,469 8,195 SH   SOLE   3,106 0 5,089
Adobe Inc COM 00724F101   12,024,113 23,829 SH   SOLE   7,723 0 16,106
Alphabet Class C COM 02079K107   34,374,674 225,763 SH   SOLE   76,733 0 149,030
Amazon.com Inc COM 023135106   39,087,805 216,697 SH   SOLE   69,154 0 147,543
Ametek Inc COM 031100100   16,966,353 92,763 SH   SOLE   29,693 0 63,070
Amgen Inc COM 031162100   219,495 772 SH   SOLE   482 0 290
Analog Devices Inc COM 032654105   2,059,192 10,411 SH   SOLE   3,830 0 6,581
Apple Inc COM 037833100   40,165,589 234,229 SH   SOLE   75,845 0 158,384
Arista Networks Inc COM 040413106   15,541,478 53,595 SH   SOLE   17,235 0 36,360
AT&T Inc COM 00206R102   361,310 20,529 SH   SOLE   20,529 0 0
Booking Holdings COM 09857L108   2,256,541 622 SH   SOLE   115 0 507
Bristol-Myers Squibb Co COM 110122108   1,518,440 28,000 SH   SOLE   28,000 0 0
Broadcom Inc COM 11135f101   11,561,551 8,723 SH   SOLE   2,819 0 5,904
Caterpillar Inc COM 149123101   2,553,284 6,968 SH   SOLE   6,968 0 0
Costar Group Inc COM 22160N109   1,468,610 15,203 SH   SOLE   4,714 0 10,489
Costco Wholesale Corp COM 22160K105   16,388,933 22,370 SH   SOLE   7,257 0 15,113
Danaher COM 235851102   232,989 933 SH   SOLE   933 0 0
Ecolab Inc COM 278865100   16,005,526 69,318 SH   SOLE   22,242 0 47,076
EOG Resources COM 26875P101   3,830,726 29,965 SH   SOLE   3,948 0 26,017
Exxon Mobil COM 30231G102   964,792 8,300 SH   SOLE   8,300 0 0
General Electric Co COM 369604301   1,040,015 5,925 SH   SOLE   5,925 0 0
Guidewire Software COM 40171V100   2,193,564 18,795 SH   SOLE   7,523 0 11,272
HCA Healthcare COM 40412C101   1,803,730 5,408 SH   SOLE   1,676 0 3,732
Hercules Capital Inc COM 427096508   260,422 14,115 SH   SOLE   14,115 0 0
Home Depot Inc COM 437076102   13,963,040 36,400 SH   SOLE   13,568 0 22,832
Honeywell Int'l COM 438516106   9,605,905 46,801 SH   SOLE   15,108 0 31,693
IBM COM 459200101   2,040,217 10,684 SH   SOLE   10,684 0 0
Idexx Labs Inc Com COM 45168D104   10,323,462 19,120 SH   SOLE   6,266 0 12,854
Illumina Inc Com COM 452327109   1,851,898 13,486 SH   SOLE   4,179 0 9,307
Intel Corp COM 458140100   459,368 10,400 SH   SOLE   10,400 0 0
Intuit COM 461202103   5,780,450 8,893 SH   SOLE   3,083 0 5,810
J P Morgan Chase & Co COM 46625H100   234,351 1,170 SH   SOLE   920 0 250
Lilly Eli & Co Com COM 532457108   17,919,531 23,034 SH   SOLE   7,509 0 15,525
Linde plc COM G54950103   1,535,506 3,307 SH   SOLE   1,286 0 2,021
Mastercard Inc COM 57636Q104   10,024,843 20,817 SH   SOLE   6,919 0 13,898
Merck COM 58933Y105   4,300,778 32,594 SH   SOLE   22,523 0 10,071
Meta Platforms COM 30303M102   20,179,734 41,558 SH   SOLE   13,019 0 28,539
Microsoft COM 594918104   63,563,219 151,082 SH   SOLE   49,052 0 102,030
Monolithic Power Systems COM 609839105   2,002,454 2,956 SH   SOLE   1,051 0 1,905
Netflix COM 64110L106   15,810,622 26,033 SH   SOLE   8,369 0 17,664
Nvidia Corp COM 67066G104   48,108,245 53,243 SH   SOLE   16,929 0 36,314
O'Reilly Automotive COM 67103H107   1,878,456 1,664 SH   SOLE   585 0 1,079
Pepsico COM 713448108   1,412,331 8,070 SH   SOLE   2,761 0 5,309
Procter & Gamble COM 742718109   1,445,323 8,908 SH   SOLE   3,359 0 5,549
S&P Global COM 78409V104   16,325,793 38,373 SH   SOLE   12,294 0 26,079
Salesforce COM 79466L302   16,095,360 53,441 SH   SOLE   17,080 0 36,361
Schlumberger Ltd COM 806857108   219,240 4,000 SH   SOLE   4,000 0 0
Starbucks COM 855244109   976,502 10,685 SH   SOLE   4,160 0 6,525
Stryker Corp COM 863667101   16,444,484 45,951 SH   SOLE   14,976 0 30,975
Tesla Inc COM 88160R101   5,808,981 33,045 SH   SOLE   12,990 0 20,055
Thermo Fisher Scientific COM 883556102   1,988,901 3,422 SH   SOLE   1,297 0 2,125
TJX Corp COM 872540109   2,104,364 20,749 SH   SOLE   8,064 0 12,685
Uber Technologies Inc COM 90353T100   1,821,968 23,665 SH   SOLE   7,932 0 15,733
Union Pacific Corp COM 907818108   20,365,217 82,809 SH   SOLE   36,230 0 46,579
UnitedHealth Group COM 91324P102   16,535,347 33,425 SH   SOLE   10,971 0 22,454
US Bancorp COM 902973304   230,518 5,157 SH   SOLE   5,157 0 0
Verizon Communications COM 92343V104   377,640 9,000 SH   SOLE   9,000 0 0
Visa COM 92826C839   16,515,117 59,177 SH   SOLE   19,384 0 39,793
Wal-Mart Stores Inc COM 931142103   4,797,956 79,740 SH   SOLE   79,740 0 0
Workday Inc COM 98138H101   16,177,893 59,314 SH   SOLE   19,203 0 40,111
Energy Select Sector SPDR Fund ETFS 81369Y506   2,375,733 25,164 SH   SOLE   24,752 0 412
Invesco QQQ Trust ETFS 46090E103   516,384 1,163 SH   SOLE   1,045 0 118
Invesco S&P 500 Equal Weight E ETFS 46137V357   2,902,494 17,137 SH   SOLE   17,137 0 0
iShares Core S&P 500 ETF ETFS 464287200   369,588 703 SH   SOLE   703 0 0
iShares Gold Trust ETF ETFS 464285204   16,636,842 396,021 SH   SOLE   396,021 0 0
iShares MSCI Emerging Markets ETFS 46434G764   2,302,800 40,000 SH   SOLE   40,000 0 0
iShares S&P 100 ETF ETFS 464287101   12,202,551 49,321 SH   SOLE   49,321 0 0
iShares Tr MSCI EAFE Idx ETF ETFS 464287465   16,801,745 210,390 SH   SOLE   210,014 0 376
iShares Tr MSCI Emerg Mkt ETF ETFS 464287234   1,984,986 48,320 SH   SOLE   47,585 0 735
iShares TR Russell 1000 ETF ETFS 464287622   252,026 875 SH   SOLE   875 0 0
iShares Tr S&P 500 Value ETF ETFS 464287408   22,049,558 118,032 SH   SOLE   118,032 0 0
ProShares S&P 500 Dividend Ari ETFS 74348A467   25,530,656 251,757 SH   SOLE   250,261 0 1,496
SPDR Portfolio S&P 500 Growth ETFS 78464A409   21,510,416 294,059 SH   SOLE   292,895 0 1,164
SPDR S&P 500 ETF ETFS 78462F103   348,365 666 SH   SOLE   666 0 0
Vanguard High Dividend Yield E ETFS 921946406   6,561,830 54,234 SH   SOLE   54,234 0 0
Vanguard Index Fds Mid Cap ETF ETFS 922908629   7,240,693 28,979 SH   SOLE   28,692 0 287
Vanguard Index Fds Sm Cap Valu ETFS 922908611   14,256,300 74,298 SH   SOLE   74,298 0 0
Vanguard Index Fds Small Cp ET ETFS 922908751   5,987,001 26,191 SH   SOLE   25,875 0 316
Vanguard Index Fds Sml Cp Grw ETFS 922908595   13,729,515 52,660 SH   SOLE   52,660 0 0
Vanguard Index Fds Value ETF ETFS 922908744   22,232,670 136,514 SH   SOLE   135,535 0 979
Vanguard Total Stock Market ET ETFS 922908769   603,762 2,323 SH   SOLE   2,323 0 0
iShares U.S. Preferred Stock ETFS 464288687   5,721,727 177,528 SH   SOLE   177,528 0 0
Invesco Preferred ETF PFD 46138E511   124,027 10,440 SH   SOLE   10,440 0 0
Wells Fargo & Co New 7.5 Perp PFD 949746804   378,156 310 SH   SOLE   310 0 0
ASML Hldg Nv N Y Shs ADR N07059210   8,569,250 8,830 SH   SOLE   2,892 0 5,938
Shell plc ADR 780259305   1,340,800 20,000 SH   SOLE   20,000 0 0
Vanguard Inst Index Fund - Sta COM vangcasc3   88,218,348 510,653 SH   SOLE   510,653 0 0