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
NOVO-NORDISK AS VORMAL F SPONS ADR 670100205   280,277 3,082 SH   SOLE   0 0 3,082
3M CO COM 88579y101   1,009,832 10,786 SH   SOLE   0 0 10,786
A T & T INC COM 00206r102   256,061 17,048 SH   SOLE   0 0 17,048
ADOBE INC COM 00724F101   34,762,220 68,175 SH   SOLE   9,395 0 58,780
AMERICAN EXPRESS CO COM 025816109   3,893,337 26,096 SH   SOLE   98 0 25,998
AMPHENOL CORP CLASS COM 032095101   31,026,055 369,402 SH   SOLE   47,401 0 322,001
APPLE INC COM 037833100   7,923,921 46,282 SH   SOLE   100 0 46,182
APTIV PLC COM G6095L109   25,300,754 256,626 SH   SOLE   34,501 0 222,125
ARGO BLOCKCHAIN PL ORDF COM g053a3104   5,090 51,000 SH   SOLE   0 0 51,000
AUTO DATA PROCESSING COM 053015103   408,745 1,699 SH   SOLE   0 0 1,699
BIO-TECHNE CORP COM 09073M104   41,731,091 613,061 SH   SOLE   85,458 0 527,603
BLACKROCK INC COM 09247x101   4,887,464 7,560 SH   SOLE   29 0 7,531
BOEING CO COM 097023105   3,979,852 20,763 SH   SOLE   116 0 20,647
BOOKING HOLDINGS INC COM 09857L108   27,548,925 8,933 SH   SOLE   1,370 0 7,563
BROADCOM INC COM 11135f101   5,397,109 6,498 SH   SOLE   23 0 6,475
BROADSTONE NET LEASE INC COM 11135e203   656,298 45,895 SH   SOLE   0 0 45,895
CATERPILLAR INC COM 149123101   4,983,615 18,255 SH   SOLE   65 0 18,190
CHEVRON CORP COM 166764100   5,829,615 34,572 SH   SOLE   105 0 34,467
COLGATE-PALMOLIVE CO COM 194162103   568,880 8,000 SH   SOLE   0 0 8,000
COSTAR GROUP INC COM 22160N109   25,679,800 333,981 SH   SOLE   46,789 0 287,192
CROWN CASTLE INC REIT COM 22822v101   2,311,103 25,112 SH   SOLE   119 0 24,993
DANAHER CORP COM 235851102   28,492,273 114,842 SH   SOLE   15,414 0 99,428
DISH NETWORK CORP CLASS A COM 25470m109   93,467 15,950 SH   SOLE   0 0 15,950
DOW INC COM 260557103   3,851,197 74,693 SH   SOLE   273 0 74,420
EDWARDS LIFESCIENCES COM 28176e108   1,667,708 24,072 SH   SOLE   0 0 24,072
EXTRA SPACE STORAGE REIT COM 30225t102   340,424 2,800 SH   SOLE   0 0 2,800
EXXON MOBIL CORP COM 30231g102   346,391 2,946 SH   SOLE   0 0 2,946
GAMIDA CELL LTD F COM m47364100   14,671 14,244 SH   SOLE   0 0 14,244
GENERAL MILLS INC COM 370334104   3,954,745 61,803 SH   SOLE   249 0 61,554
GLOBAL PAYMENTS INC COM 37940x102   205,971 1,785 SH   SOLE   50 0 1,735
GRACO INC COM 384109104   27,362,822 375,450 SH   SOLE   52,516 0 322,934
HOME DEPOT INC COM 437076102   4,703,271 15,565 SH   SOLE   52 0 15,513
HONEYWELL INTL INC COM 438516106   26,453,651 143,194 SH   SOLE   16,117 0 127,077
IDEX CORP COM 45167r104   604,714 2,907 SH   SOLE   0 0 2,907
INTEL CORP COM 458140100   931,374 26,199 SH   SOLE   0 0 26,199
INTUIT INC COM 461202103   253,937 497 SH   SOLE   0 0 497
INTUITIVE SURGICAL INC NEW COM 46120E602   45,734,032 156,468 SH   SOLE   21,285 0 135,183
ISHARES CORE MSCI EAFE ETF COM 46432f842   590,926 9,183 SH   SOLE   0 0 9,183
ISHARES CORE S&P 500 ETF COM 464287200   1,106,641 2,577 SH   SOLE   209 0 2,368
ISHARES CORE S&P MID-CAP ETF COM 464287507   361,557 1,450 SH   SOLE   0 0 1,450
JOHN BEAN TECHS CORP COM 477839104   357,791 3,403 SH   SOLE   0 0 3,403
JOHNSON & JOHNSON COM 478160104   4,389,035 28,180 SH   SOLE   95 0 28,085
JOHNSON CONTROLS INTER F COM g51502105   3,848,387 72,324 SH   SOLE   272 0 72,052
JPMORGAN CHASE & CO COM 46625h100   4,974,839 34,304 SH   SOLE   125 0 34,179
L3HARRIS TECHNOLOGIES IN COM 502431109   313,416 1,800 SH   SOLE   0 0 1,800
LAB CO OF AMER HLDG COM 50540r409   482,520 2,400 SH   SOLE   0 0 2,400
LINDE PLC NEW COM G54950103   48,024,229 128,976 SH   SOLE   16,600 0 112,376
LITTELFUSE INC COM 537008104   46,610,568 188,463 SH   SOLE   26,371 0 162,092
LVMH MOET HENNESSY LOU F SPONS COM 502441306   356,468 2,359 SH   SOLE   0 0 2,359
M & T BANK CORP COM 55261f104   283,754 2,244 SH   SOLE   4 0 2,240
MCDONALDS CORP COM 580135101   4,647,740 17,642 SH   SOLE   64 0 17,578
MERCK & CO. INC. COM 58933y105   4,807,302 46,695 SH   SOLE   174 0 46,521
MICROSOFT CORP COM 594918104   8,964,562 28,391 SH   SOLE   65 0 28,326
MONDELEZ INTL CLASS A COM 609207105   464,494 6,693 SH   SOLE   0 0 6,693
NIKE INC CLASS B COM 654106103   3,623,998 37,900 SH   SOLE   149 0 37,751
PALO ALTO NETWORKS INC COM 697435105   63,420,985 270,521 SH   SOLE   37,355 0 233,166
PAYCHEX INC COM 704326107   4,434,784 38,453 SH   SOLE   133 0 38,320
PAYCOM SOFTWARE INC COM 70432v102   17,456,014 67,328 SH   SOLE   8,042 0 59,285
PFIZER INC COM 717081103   3,570,187 107,633 SH   SOLE   383 0 107,250
PROCTER & GAMBLE COM 742718109   5,979,262 40,993 SH   SOLE   106 0 40,887
QUALCOMM INC COM 747525103   3,956,346 35,623 SH   SOLE   173 0 35,450
S&P GLOBAL INC COM 78409V104   45,139,623 123,531 SH   SOLE   17,399 0 106,133
SCHWAB CHARLES CORP NEW COM 808513105   34,285,268 624,504 SH   SOLE   87,684 0 536,820
SELECT SECTOR HEALTH CARE SPDR COM 81369y209   269,195 2,091 SH   SOLE   0 0 2,091
SERVICENOW INC COM 81762P102   51,545,978 92,218 SH   SOLE   13,001 0 79,217
SITEONE LANDSCAPE SUPPLY COM 82982L103   41,954,940 256,684 SH   SOLE   36,406 0 220,278
SITIME CORP COM 82982T106   18,709,237 163,757 SH   SOLE   23,003 0 140,754
SPDR BLOOMBERG 1 3 MNTH T BLL COM 78468r663   40,042,674 436,100 SH   SOLE   39,779 0 396,321
SYSCO CORP COM 871829107   3,715,213 56,248 SH   SOLE   211 0 56,037
TEXAS INSTRUMENTS COM 882508104   3,592,513 22,593 SH   SOLE   93 0 22,500
THE COCA-COLA CO COM 191216100   4,080,242 72,887 SH   SOLE   266 0 72,621
TRANSMEDICS GROUP INC COM 89377M109   40,110,409 732,610 SH   SOLE   103,204 0 629,406
TRUIST FINL CORP COM 89832q109   2,380,266 83,197 SH   SOLE   1,057 0 82,140
TYLER TECHNOLOGIES INC COM 902252105   43,171,348 111,802 SH   SOLE   15,084 0 96,718
U S BANCORP DE NEW COM 902973304   34,543,952 1,044,887 SH   SOLE   122,416 0 922,470
UBER TECHNOLOGIES INC COM 90353T100   22,162,167 481,891 SH   SOLE   69,522 0 412,369
UNITED RENTALS INC COM 911363109   223,174 502 SH   SOLE   0 0 502
UNITEDHEALTH GRP INC COM 91324p102   4,390,991 8,709 SH   SOLE   34 0 8,675
VEEVA SYSTEMS INC CLASS A COM 922475108   408,934 2,010 SH   SOLE   0 0 2,010
VERALTO CORP COM 92338c103   2,835,092 33,307 SH   SOLE   242 0 33,065
VERIZON COMMUNICATN COM 92343v104   2,837,706 87,556 SH   SOLE   409 0 87,147
WALT DISNEY CO COM 254687106   707,540 8,730 SH   SOLE   0 0 8,730
WASTE MANAGEMENT INC COM 94106l109   4,711,997 30,910 SH   SOLE   103 0 30,807
WEALTH MINERALS LTD F COM 946885209   23,857 117,795 SH   SOLE   0 0 117,795
ZIMMER BIOMET HOLDINGS INC COM 98956P102   38,519,507 343,250 SH   SOLE   46,103 0 297,147
ZOETIS INC CL A COM 98978V103   22,606,933 129,940 SH   SOLE   17,485 0 112,455
BITCOIN DEPOT INC 28 WTF WARRA WT 09174p113   3,183 16,760 SH   SOLE   0 0 16,760