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
Abbott Laboratories COM 002824100   605,000 5,506 SH   SOLE   0 0 5,506
Abbvie Inc COM 00287Y109   878,000 5,431 SH   SOLE   0 0 5,431
Airbnb Inc. COM 009066101   374,000 4,375 SH   SOLE   0 0 4,375
Alphabet Inc. Class A COM 02079K305   278,000 3,147 SH   SOLE   0 0 3,147
Alphabet Inc. Class C COM 02079K107   7,308,000 82,360 SH   SOLE   0 20,748 61,612
Analog Devices COM 032654105   6,112,000 37,263 SH   SOLE   0 10,398 26,865
Apple Inc COM 037833100   16,029,000 123,368 SH   SOLE   0 33,818 89,550
Arista Networks Inc COM 040413106   8,340,000 68,723 SH   SOLE   0 18,054 50,669
Ball Corporation COM 058498106   249,000 4,864 SH   SOLE   0 0 4,864
Berkshire Hathaway Class B COM 084670702   732,000 2,370 SH   SOLE   0 0 2,370
CF Industries Holdings Inc COM 125269100   6,232,000 73,150 SH   SOLE   0 20,498 52,652
Charles Schwab Corp COM 808513105   220,000 2,640 SH   SOLE   0 0 2,640
Chevron Corporation COM 166764100   385,000 2,143 SH   SOLE   0 0 2,143
Chipotle Mexican Grille COM 169656105   6,360,000 4,584 SH   SOLE   0 1,289 3,295
Chubb Ltd F COM H1467J104   244,000 1,105 SH   SOLE   0 0 1,105
Cisco Systems Inc COM 17275R102   386,000 8,098 SH   SOLE   0 0 8,098
Comcast Corporation Class A COM 20030N101   298,000 8,513 SH   SOLE   0 0 8,513
Conocophillips COM 20825C104   6,333,000 53,672 SH   SOLE   0 14,770 38,902
Costco Wholesale Co COM 22160k105   6,208,000 13,599 SH   SOLE   0 3,699 9,900
Danaher Corp COM 235851102   7,261,000 27,358 SH   SOLE   0 7,672 19,686
Eli Lilly & Co. COM 532457108   7,020,000 19,189 SH   SOLE   0 5,110 14,079
Enphase Energy Inc. COM 29355A107   2,138,000 8,070 SH   SOLE   0 1,875 6,195
Exxon Mobil Corp COM 30231G102   541,000 4,907 SH   SOLE   0 0 4,907
Goldman Sachs Group COM 38141G104   4,915,000 14,315 SH   SOLE   0 4,010 10,305
Home Depot Inc COM 437076102   553,000 1,751 SH   SOLE   0 0 1,751
Huntington Bancshs COM 446150104   242,000 17,140 SH   SOLE   0 0 17,140
Illinois Tool Works COM 452308109   255,000 1,159 SH   SOLE   0 0 1,159
Intercontinental Exc COM 45866F104   4,385,000 42,745 SH   SOLE   0 11,882 30,863
Intuit Inc COM 461202103   3,623,000 9,309 SH   SOLE   0 2,601 6,708
Intuitive Surgical COM 46120E602   7,742,000 29,177 SH   SOLE   0 8,220 20,957
JPMorgan Chase & Co COM 46625H100   4,432,000 33,053 SH   SOLE   0 9,103 23,950
Johnson & Johnson COM 478160104   1,288,000 7,294 SH   SOLE   0 0 7,294
Lockheed Martin Corp COM 539830109   7,689,000 15,806 SH   SOLE   0 4,421 11,385
Mastercard Inc Class A COM 57636Q104   7,645,000 21,986 SH   SOLE   0 5,792 16,194
McDonalds Corp COM 580135101   311,000 1,181 SH   SOLE   0 0 1,181
Microsoft Corp COM 594918104   13,830,000 57,668 SH   SOLE   0 13,163 44,505
Moodys Corp COM 615369105   290,000 1,040 SH   SOLE   0 0 1,040
Morgan Stanley COM 617446448   231,000 2,719 SH   SOLE   0 0 2,719
NextEra Energy Inc COM 65339F101   201,000 2,400 SH   SOLE   0 0 2,400
Norfolk Souther Co COM 655844108   236,000 957 SH   SOLE   0 0 957
Northrup Grumman Co COM 666807102   452,000 828 SH   SOLE   0 0 828
Pepsico Incorporated COM 713448108   653,000 3,612 SH   SOLE   0 0 3,612
Procter & Gamble COM 742718109   741,000 4,890 SH   SOLE   0 0 4,890
SLB COM 806857108   9,659,000 180,668 SH   SOLE   0 50,465 130,203
Service Now Inc COM 81762P102   4,504,000 11,599 SH   SOLE   0 2,944 8,655
Sherwin Williams Co COM 824348106   5,876,000 24,760 SH   SOLE   0 6,915 17,845
Sun Communities COM 866674104   4,104,000 28,700 SH   SOLE   0 8,030 20,670
Tesla Motors Inc COM 88160R101   415,000 3,365 SH   SOLE   0 0 3,365
The Toro Company COM 891092108   6,627,000 58,542 SH   SOLE   0 16,516 42,026
The Trade Desk Inc Class A COM 88339J105   6,587,000 146,924 SH   SOLE   0 38,620 108,304
Ulta Beauty Inc. COM 90384S303   10,220,000 21,787 SH   SOLE   0 6,079 15,708
Union Pacific Corp COM 907818108   7,667,000 37,026 SH   SOLE   0 10,045 26,981
United Rentals Inc COM 911363109   7,435,000 20,918 SH   SOLE   0 5,883 15,035
UnitedHealth Grp Inc COM 91324P102   7,640,000 14,410 SH   SOLE   0 3,990 10,420
Valero Energy COM 91913Y100   4,187,000 33,007 SH   SOLE   0 9,211 23,796
Walt Disney Co COM 254687106   306,000 3,520 SH   SOLE   0 0 3,520
Charles Schwab US MC ETF ETF 808524508   3,761,000 57,325 SH   SOLE   0 94 57,231
Invesco KBW Bank ETF ETF 46138E628   293,000 5,671 SH   SOLE   0 0 5,671
Ishares Russell 1000 Growth Et ETF 464287614   204,000 952 SH   SOLE   0 0 952
Schwab International Equity ET ETF 808524805   9,348,000 290,212 SH   SOLE   0 511 289,701
Schwab US Broad Market ETF ETF 808524102   1,887,000 42,114 SH   SOLE   0 57 42,057
Schwab US Dividend Equity ETF ETF 808524797   2,989,000 39,572 SH   SOLE   0 83 39,489
Schwab US Large Cap Growth ETF ETF 808524300   5,678,000 102,192 SH   SOLE   0 188 102,004
Schwab US Small Cap ETF ETF 808524607   1,886,000 46,557 SH   SOLE   0 62 46,495
Select Sector UTI Select Spdr ETF 81369Y886   1,677,000 23,782 SH   SOLE   0 46 23,736
Spdr Gold Shares ETF ETF 78463V107   494,000 2,914 SH   SOLE   0 0 2,914
Spdr S&P Dividend ETF ETF 78464A763   322,000 2,576 SH   SOLE   0 0 2,576
Vanguard FTSE Emerging Markets ETF 922042858   2,387,000 61,233 SH   SOLE   0 99 61,134
Vanguard Total Stock Market ET ETF 922908769   235,000 1,230 SH   SOLE   0 0 1,230
Vanguard Value ETF 922908744   1,136,000 8,092 SH   SOLE   0 0 8,092
iShares NASDAQ Biotechnology E ETF 464287556   316,000 2,409 SH   SOLE   0 0 2,409
iShares Russell Mid Cap Growth ETF 464287481   1,425,000 17,045 SH   SOLE   0 30 17,015