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
AAON Inc COM 000360206   4,694,585 53,287 SH   SOLE   53,287 0 0
Adobe Inc COM 00724F101   2,706,170 5,363 SH   SOLE   5,363 0 0
Alphabet Inc CL A COM 02079K305   434,377 2,878 SH   SOLE   2,878 0 0
Alphabet Inc CL C COM 02079K107   22,116,222 145,253 SH   SOLE   145,253 0 0
Amazon.com Inc COM 023135106   20,243,326 112,226 SH   SOLE   112,226 0 0
Apple Inc COM 037833100   27,934,885 162,905 SH   SOLE   162,905 0 0
Arista Networks Inc. COM 040413106   7,926,023 27,333 SH   SOLE   27,333 0 0
Broadcom LTD COM 11135f101   12,384,354 9,344 SH   SOLE   9,344 0 0
Cava Group Inc. COM 148929102   8,525,505 121,706 SH   SOLE   121,706 0 0
Chipotle Mexican Grill Inc COM 169656105   3,319,531 1,142 SH   SOLE   1,142 0 0
Copart Inc. COM 217204106   7,880,769 136,063 SH   SOLE   136,063 0 0
Costco Wholesale COM 22160K105   5,674,448 7,745 SH   SOLE   7,745 0 0
Datadog Inc. COM 23804l103   4,666,518 37,755 SH   SOLE   37,755 0 0
Diamondback Energy Inc COM 25278x109   4,765,209 24,046 SH   SOLE   24,046 0 0
Eli Lilly & Co COM 532457108   9,595,742 12,334 SH   SOLE   12,334 0 0
Emcor Group Inc COM 29084q100   5,665,886 16,179 SH   SOLE   16,179 0 0
Fiserv Inc. COM 337738108   1,278,880 8,002 SH   SOLE   8,002 0 0
Gartner Inc COM 366651107   234,045 491 SH   SOLE   491 0 0
Idexx Laboratories COM 45168d104   383,890 711 SH   SOLE   711 0 0
IntercontinentalExchange Group COM 45866f104   3,025,588 22,015 SH   SOLE   22,015 0 0
Intuit Inc COM 461202103   4,122,375 6,342 SH   SOLE   6,342 0 0
iShares Core S&P U.S. Growth E COM 464287671   969,327 8,270 SH   SOLE   8,270 0 0
iShares Russell 1000 Growth ET COM 464287614   886,104 2,629 SH   SOLE   2,629 0 0
LAM Research Corp COM 512807108   520,762 536 SH   SOLE   536 0 0
Medpace Holdings Inc COM 58506q109   7,305,011 18,075 SH   SOLE   18,075 0 0
Meta Platforms Inc. COM 30303m102   10,265,647 21,141 SH   SOLE   21,141 0 0
Mettler-Toledo Int'l COM 592688105   1,477,732 1,110 SH   SOLE   1,110 0 0
Microsoft Corp COM 594918104   36,993,847 87,930 SH   SOLE   87,930 0 0
Monolithic Power Sys COM 609839105   259,452 383 SH   SOLE   383 0 0
Nike Inc Cl B COM 654106103   825,332 8,782 SH   SOLE   8,782 0 0
Nvidia Corp COM 67066g104   31,939,248 35,348 SH   SOLE   35,348 0 0
ON Semiconductor Corporation COM 682189105   3,335,566 45,351 SH   SOLE   45,351 0 0
S & P Global Inc. COM 78409v104   418,217 983 SH   SOLE   983 0 0
ServiceNow Inc. COM 81762p102   6,193,738 8,124 SH   SOLE   8,124 0 0
Tesla Inc COM 88160r101   3,058,043 17,396 SH   SOLE   17,396 0 0
Thermo Fisher Scientific Inc COM 883556102   8,152,686 14,027 SH   SOLE   14,027 0 0
Ulta Beauty Inc COM 90384S303   6,215,997 11,888 SH   SOLE   11,888 0 0
Vertex Pharmaceuticals Inc COM 92532f100   6,561,503 15,697 SH   SOLE   15,697 0 0
Visa Inc COM 92826c839   8,249,574 29,560 SH   SOLE   29,560 0 0
Accenture PLC-Cl A COM G1151C101   2,281,040 6,581 SH   SOLE   6,581 0 0
Airbus SE - Unsp ADR COM 009279100   2,521,121 54,617 SH   SOLE   54,617 0 0
Aon PLC COM g0403h108   2,285,982 6,850 SH   SOLE   6,850 0 0
ASML Holding ADR COM n07059210   1,789,547 1,844 SH   SOLE   1,844 0 0
Canadian National Railway Co COM 136375102   1,178,014 8,944 SH   SOLE   8,944 0 0
Canadian Pacific Kansas City COM 13646k108   1,343,799 15,241 SH   SOLE   15,241 0 0
CRH Public Limited COM g25508105   2,891,521 33,521 SH   SOLE   33,521 0 0
ICON PLC COM g4705a100   2,703,726 8,048 SH   SOLE   8,048 0 0
iShares MSCI ACWI ex US ETF COM 464288240   257,980 4,832 SH   SOLE   4,832 0 0
Linde PLC COM g54950103   2,524,972 5,438 SH   SOLE   5,438 0 0
Lululemon Athletica COM 550021109   1,675,107 4,288 SH   SOLE   4,288 0 0
LVMH Moey Hennessy-Unsp ADR COM 502441306   2,814,835 15,549 SH   SOLE   15,549 0 0
Mercadolibre COM 58733R102   1,965,548 1,300 SH   SOLE   1,300 0 0
Novo-Nordisk Spons COM 670100205   2,894,008 22,539 SH   SOLE   22,539 0 0
On Holding AG Class A COM h5919c104   1,977,742 55,900 SH   SOLE   55,900 0 0
Schneider Electric COM 80687p106   2,454,898 54,192 SH   SOLE   54,192 0 0
Shell PLC ADR COM 780259305   2,265,080 33,787 SH   SOLE   33,787 0 0
Taiwan Semiconductor Mfg COM 874039100   4,732,091 34,782 SH   SOLE   34,782 0 0
UBS AG-Reg COM H42097107   3,334,779 108,554 SH   SOLE   108,554 0 0
United Overseas Bank COM 911271302   1,003,018 23,005 SH   SOLE   23,005 0 0
Wal-Mart De Mex Spons ADR COM 93114w107   1,230,565 30,235 SH   SOLE   30,235 0 0
Zurich Insurance Group-ADR COM 989825104   2,598,376 47,914 SH   SOLE   47,914 0 0
Abbott Labs COM 002824100   2,738,865 24,097 SH   SOLE   24,097 0 0
Amphenol Corp CL A COM 032095101   3,016,403 26,150 SH   SOLE   26,150 0 0
Banc of California Inc COM 05990k106   4,292,718 282,230 SH   SOLE   282,230 0 0
Bank of America COM 060505104   943,032 24,869 SH   SOLE   24,869 0 0
Berkshire Hathaway COM 084670702   11,845,207 28,168 SH   SOLE   28,168 0 0
Caterpillar Inc COM 149123101   1,150,957 3,141 SH   SOLE   3,141 0 0
Cinemark Holdings Inc COM 17243v102   7,112,544 395,801 SH   SOLE   395,801 0 0
Conoco Phillips COM 20825c104   4,985,685 39,171 SH   SOLE   39,171 0 0
Cullen/Frost Bankers Inc. COM 229899109   3,283,329 29,167 SH   SOLE   29,167 0 0
Danaher Corp COM 235851102   3,760,034 15,057 SH   SOLE   15,057 0 0
Elevance Health Inc COM 036752103   3,760,971 7,253 SH   SOLE   7,253 0 0
Hershey Co. COM 427866108   3,153,818 16,215 SH   SOLE   16,215 0 0
Home Depot COM 437076102   2,511,046 6,546 SH   SOLE   6,546 0 0
Honeywell Int'l Inc COM 438516106   1,160,484 5,654 SH   SOLE   5,654 0 0
iShares Core S&P U.S. Value ET COM 464287663   3,356,861 37,117 SH   SOLE   37,117 0 0
iShares Russell 1000 Value ETF COM 464287598   213,499 1,192 SH   SOLE   1,192 0 0
JP Morgan Chase COM 46625h100   11,750,399 58,664 SH   SOLE   58,664 0 0
Martin Marietta COM 573284106   3,699,602 6,026 SH   SOLE   6,026 0 0
Mastercard Inc-Cl A COM 57636Q104   5,207,698 10,814 SH   SOLE   10,814 0 0
Micron Technology Inc COM 595112103   4,171,184 35,382 SH   SOLE   35,382 0 0
Mid-America Apt Comm COM 59522j103   4,753,064 36,123 SH   SOLE   36,123 0 0
MYR Group COM 55405w104   6,141,179 34,745 SH   SOLE   34,745 0 0
O'Reilly Automotive COM 67103h107   6,925,679 6,135 SH   SOLE   6,135 0 0
Occidental Petro COM 674599105   6,753,176 103,911 SH   SOLE   103,911 0 0
Pepsico Inc COM 713448108   3,110,453 17,773 SH   SOLE   17,773 0 0
Qualys Inc. COM 74758t303   2,939,415 17,615 SH   SOLE   17,615 0 0
Ross Stores Inc COM 778296103   5,172,116 35,242 SH   SOLE   35,242 0 0
SS&C Technologies Holdings COM 78467j100   4,306,868 66,908 SH   SOLE   66,908 0 0
Target Corp COM 87612E106   5,861,044 33,074 SH   SOLE   33,074 0 0
Trex Company Inc. COM 89531p105   5,756,074 57,705 SH   SOLE   57,705 0 0
United Health COM 91324p102   7,988,416 16,148 SH   SOLE   16,148 0 0
US Bancorp COM 902973304   368,775 8,250 SH   SOLE   8,250 0 0
Vistra Corp COM 92840m102   10,356,259 148,690 SH   SOLE   148,690 0 0
Wal-Mart Stores COM 931142103   4,584,232 76,188 SH   SOLE   76,188 0 0
Waste Management COM 94106l109   4,799,285 22,516 SH   SOLE   22,516 0 0
Zoetis Inc. COM 98978v103   4,384,570 25,912 SH   SOLE   25,912 0 0
Dimensional US Target Value COM 25434v609   328,539 6,036 SH   SOLE   6,036 0 0
iShares Core Intl Stock ETF COM 46432f834   584,546 8,614 SH   SOLE   8,614 0 0
iShares Core MSCI EAFE ETF COM 46432f842   915,726 12,338 SH   SOLE   12,338 0 0
iShares Core S&P 500 Index ETF COM 464287200   4,442,419 8,450 SH   SOLE   8,450 0 0
iShares Core S&P Mid Cap ETF COM 464287507   653,198 10,754 SH   SOLE   10,754 0 0
iShares Core S&P SmallCap ETF COM 464287804   498,335 4,509 SH   SOLE   4,509 0 0
Schwab U S Large Cap ETF COM 808524201   2,284,863 36,817 SH   SOLE   36,817 0 0
Schwab U S Mid Cap ETF COM 808524508   496,723 6,100 SH   SOLE   6,100 0 0
Schwab U S Small Cap ETF COM 808524607   635,196 12,900 SH   SOLE   12,900 0 0
SPDR MSCI ACWI ETF COM 78463x848   399,190 14,056 SH   SOLE   14,056 0 0
Vanguard FTSE Developed Market COM 921943858   377,228 7,519 SH   SOLE   7,519 0 0
Vanguard Large-Cap ETF COM 922908637   382,417 1,595 SH   SOLE   1,595 0 0
Vanguard Mega Cap Growth ETF COM 921910816   274,286 957 SH   SOLE   957 0 0
Vanguard Mid-Cap ETF COM 922908629   998,940 3,998 SH   SOLE   3,998 0 0
Innovator S&P 500 Power Buffer COM 45782c680   298,077 8,425 SH   SOLE   8,425 0 0
Innovator S&P 500 Power Buffer COM 45782c813   294,953 7,766 SH   SOLE   7,766 0 0
Innovator S&P 500 Power Buffer COM 45782c656   294,701 8,074 SH   SOLE   8,074 0 0
Innovator S&P 500 Power Buffer COM 45782c540   291,977 7,978 SH   SOLE   7,978 0 0
Innovator S&P 500 Power Buffer COM 45782c573   239,820 6,746 SH   SOLE   6,746 0 0
Innovator S&P 500 Power Buffer COM 45782c797   241,436 6,440 SH   SOLE   6,440 0 0