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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Abbott Laboratories COM 002824100 533 5,506 SH   SOLE   0 0 5,506
Abbvie Inc COM 00287Y109 729 5,431 SH   SOLE   0 0 5,431
Airbnb Inc. COM 009066101 382 3,633 SH   SOLE   0 0 3,633
Alphabet Inc. Class A COM 02079K305 365 3,820 SH   SOLE   0 0 3,820
Alphabet Inc. Class C COM 02079K107 11,091 115,352 SH   SOLE   0 30,260 85,092
Amazon Com Inc COM 023135106 11,796 104,388 SH   SOLE   0 27,500 76,888
Analog Devices COM 032654105 5,253 37,701 SH   SOLE   0 10,546 27,155
Apple Inc COM 037833100 17,217 124,581 SH   SOLE   0 34,179 90,402
Arista Networks Inc COM 040413106 7,841 69,457 SH   SOLE   0 18,247 51,210
Ball Corporation COM 058498106 235 4,864 SH   SOLE   0 0 4,864
Berkshire Hathaway Class B COM 084670702 633 2,370 SH   SOLE   0 0 2,370
CF Industries Holdings Inc COM 125269100 7,143 74,216 SH   SOLE   0 20,732 53,484
Chevron Corporation COM 166764100 381 2,650 SH   SOLE   0 0 2,650
Chipotle Mexican Grille COM 169656105 4,833 3,216 SH   SOLE   0 902 2,314
Chubb Ltd F COM H1467J104 201 1,105 SH   SOLE   0 0 1,105
Cisco Systems Inc COM 17275R102 324 8,098 SH   SOLE   0 0 8,098
Comcast Corporation Class A COM 20030N101 284 9,684 SH   SOLE   0 0 9,684
Conocophillips COM 20825C104 5,571 54,433 SH   SOLE   0 14,981 39,452
Costco Wholesale Co COM 22160k105 6,493 13,748 SH   SOLE   0 3,743 10,005
Crowdstrike Holdings, Inc. COM 22788C105 1,903 11,545 SH   SOLE   0 3,243 8,302
Danaher Corp COM 235851102 4,221 16,343 SH   SOLE   0 4,564 11,779
Enphase Energy Inc. COM 29355A107 387 1,396 SH   SOLE   0 0 1,396
Exxon Mobil Corp COM 30231G102 428 4,907 SH   SOLE   0 0 4,907
Goldman Sachs Group COM 38141G104 4,248 14,495 SH   SOLE   0 4,053 10,442
Home Depot Inc COM 437076102 483 1,751 SH   SOLE   0 0 1,751
Huntington Bancshs COM 446150104 226 17,140 SH   SOLE   0 0 17,140
Illinois Tool Works COM 452308109 209 1,159 SH   SOLE   0 0 1,159
Intercontinental Exc COM 45866F104 3,924 43,428 SH   SOLE   0 12,065 31,363
Intuit Inc COM 461202103 5,597 14,452 SH   SOLE   0 4,049 10,403
Intuitive Surgical COM 46120E602 4,551 24,282 SH   SOLE   0 6,828 17,454
Johnson & Johnson COM 478160104 1,192 7,294 SH   SOLE   0 0 7,294
Lockheed Martin Corp COM 539830109 6,202 16,055 SH   SOLE   0 4,493 11,562
Mastercard Inc Class A COM 57636Q104 6,312 22,199 SH   SOLE   0 5,861 16,338
McDonalds Corp COM 580135101 284 1,230 SH   SOLE   0 0 1,230
Microsoft Corp COM 594918104 15,646 67,178 SH   SOLE   0 15,873 51,305
Moodys Corp COM 615369105 253 1,040 SH   SOLE   0 0 1,040
Morgan Stanley COM 617446448 215 2,719 SH   SOLE   0 0 2,719
Norfolk Souther Co COM 655844108 201 957 SH   SOLE   0 0 957
Northrup Grumman Co COM 666807102 389 828 SH   SOLE   0 0 828
Pepsico Incorporated COM 713448108 601 3,684 SH   SOLE   0 0 3,684
Procter & Gamble COM 742718109 617 4,890 SH   SOLE   0 0 4,890
Schlumberger Ltd F COM 806857108 6,584 183,397 SH   SOLE   0 51,311 132,086
Service Now Inc COM 81762P102 6,289 16,655 SH   SOLE   0 4,393 12,262
Sherwin Williams Co COM 824348106 5,149 25,148 SH   SOLE   0 7,007 18,141
Sun Communities COM 866674104 3,938 29,102 SH   SOLE   0 8,129 20,973
Tesla Motors Inc COM 88160R101 8,719 32,872 SH   SOLE   0 8,604 24,268
The Toro Company COM 891092108 2,243 25,939 SH   SOLE   0 7,264 18,675
The Trade Desk Inc Class A COM 88339J105 6,355 106,357 SH   SOLE   0 27,235 79,122
Ulta Beauty Inc. COM 90384S303 8,855 22,071 SH   SOLE   0 6,158 15,913
Union Pacific Corp COM 907818108 7,315 37,549 SH   SOLE   0 10,179 27,370
United Rentals Inc COM 911363109 3,933 14,562 SH   SOLE   0 4,069 10,493
UnitedHealth Grp Inc COM 91324P102 7,374 14,600 SH   SOLE   0 4,040 10,560
Valero Energy COM 91913Y100 3,573 33,437 SH   SOLE   0 9,335 24,102
Walt Disney Co COM 254687106 370 3,925 SH   SOLE   0 0 3,925
Charles Schwab US MC ETF ETF 808524508 3,458 57,131 SH   SOLE   0 104 57,027
Invesco KBW Bank ETF ETF 46138E628 279 5,671 SH   SOLE   0 0 5,671
Ishares Russell 1000 Growth Et ETF 464287614 222 1,057 SH   SOLE   0 0 1,057
Schwab International Equity ET ETF 808524805 7,685 273,197 SH   SOLE   0 525 272,672
Schwab US Broad Market ETF ETF 808524102 1,756 41,808 SH   SOLE   0 63 41,745
Schwab US Dividend Equity ETF ETF 808524797 2,610 39,290 SH   SOLE   0 94 39,196
Schwab US Large Cap Growth ETF ETF 808524300 5,394 96,645 SH   SOLE   0 203 96,442
Schwab US Small Cap ETF ETF 808524607 1,757 46,480 SH   SOLE   0 70 46,410
Select Sector UTI Select Spdr ETF 81369Y886 1,509 23,030 SH   SOLE   0 49 22,981
Spdr Gold Shares ETF ETF 78463V107 483 3,125 SH   SOLE   0 0 3,125
Spdr S&P Dividend ETF ETF 78464A763 294 2,635 SH   SOLE   0 0 2,635
Vanguard FTSE Emerging Markets ETF 922042858 2,130 58,374 SH   SOLE   0 98 58,276
Vanguard Value ETF 922908744 1,023 8,286 SH   SOLE   0 0 8,286
iShares NASDAQ Biotechnology E ETF 464287556 282 2,409 SH   SOLE   0 0 2,409
iShares Russell Mid Cap Growth ETF 464287481 1,368 17,441 SH   SOLE   0 35 17,406