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   456,278 4,506 SH   SOLE   0 0 4,506
Abbvie Inc COM 00287Y109   865,538 5,431 SH   SOLE   0 0 5,431
Airbnb Inc. COM 009066101   513,150 4,125 SH   SOLE   0 0 4,125
Alphabet Inc. Class A COM 02079K305   406,622 3,920 SH   SOLE   0 0 3,920
Alphabet Inc. Class C COM 02079K107   7,651,072 73,568 SH   SOLE   0 20,748 52,820
Analog Devices COM 032654105   7,470,299 37,878 SH   SOLE   0 10,393 27,485
Apple Inc COM 037833100   20,711,935 125,603 SH   SOLE   0 33,818 91,785
Arista Networks Inc COM 040413106   9,064,440 54,000 SH   SOLE   0 13,656 40,344
Ball Corporation COM 058498106   4,199,162 76,196 SH   SOLE   0 0 76,196
Berkshire Hathaway Class B COM 084670702   731,785 2,370 SH   SOLE   0 0 2,370
CF Industries Holdings Inc COM 125269100   5,629,501 77,659 SH   SOLE   0 20,498 57,161
Chevron Corporation COM 166764100   349,673 2,143 SH   SOLE   0 0 2,143
Chipotle Mexican Grille COM 169656105   7,981,131 4,672 SH   SOLE   0 1,289 3,383
Chubb Ltd F COM H1467J104   214,569 1,105 SH   SOLE   0 0 1,105
Cisco Systems Inc COM 17275R102   423,323 8,098 SH   SOLE   0 0 8,098
Comcast Corporation Class A COM 20030N101   322,728 8,513 SH   SOLE   0 0 8,513
Conocophillips COM 20825C104   5,406,945 54,500 SH   SOLE   0 14,763 39,737
Costco Wholesale Co COM 22160k105   6,874,196 13,835 SH   SOLE   0 3,699 10,136
Danaher Corp COM 235851102   7,035,193 27,913 SH   SOLE   0 7,672 20,241
Eli Lilly & Co. COM 532457108   6,754,385 19,668 SH   SOLE   0 5,110 14,558
Enphase Energy Inc. COM 29355A107   5,036,416 23,951 SH   SOLE   0 6,204 17,747
Exxon Mobil Corp COM 30231G102   538,115 4,907 SH   SOLE   0 0 4,907
General Dynamics Co COM 369550108   3,486,821 15,279 SH   SOLE   0 4,103 11,176
Goldman Sachs Group COM 38141G104   4,770,899 14,585 SH   SOLE   0 4,010 10,575
Home Depot Inc COM 437076102   515,575 1,747 SH   SOLE   0 0 1,747
Huntington Bancshs COM 446150104   219,206 19,572 SH   SOLE   0 0 19,572
Illinois Tool Works COM 452308109   282,159 1,159 SH   SOLE   0 0 1,159
Intercontinental Exc COM 45866F104   4,539,848 43,531 SH   SOLE   0 11,882 31,649
Intuit Inc COM 461202103   4,230,035 9,488 SH   SOLE   0 2,601 6,887
Intuitive Surgical COM 46120E602   7,612,751 29,799 SH   SOLE   0 8,220 21,579
JPMorgan Chase & Co COM 46625H100   4,386,886 33,665 SH   SOLE   0 9,103 24,562
Johnson & Johnson COM 478160104   1,120,805 7,231 SH   SOLE   0 0 7,231
Lockheed Martin Corp COM 539830109   7,605,753 16,089 SH   SOLE   0 4,421 11,668
Mastercard Inc Class A COM 57636Q104   8,118,579 22,340 SH   SOLE   0 5,792 16,548
McDonalds Corp COM 580135101   330,219 1,181 SH   SOLE   0 0 1,181
Microsoft Corp COM 594918104   16,883,425 58,562 SH   SOLE   0 13,163 45,399
Moodys Corp COM 615369105   318,261 1,040 SH   SOLE   0 0 1,040
Morgan Stanley COM 617446448   238,728 2,719 SH   SOLE   0 0 2,719
Norfolk Souther Co COM 655844108   202,884 957 SH   SOLE   0 0 957
Northrup Grumman Co COM 666807102   382,304 828 SH   SOLE   0 0 828
Pepsico Incorporated COM 713448108   655,733 3,597 SH   SOLE   0 0 3,597
Procter & Gamble COM 742718109   727,124 4,890 SH   SOLE   0 0 4,890
SLB COM 806857108   7,257,127 147,803 SH   SOLE   0 39,166 108,637
Service Now Inc COM 81762P102   5,492,990 11,820 SH   SOLE   0 2,944 8,876
Sherwin Williams Co COM 824348106   5,670,498 25,228 SH   SOLE   0 6,915 18,313
Sun Communities COM 866674104   6,607,836 46,904 SH   SOLE   0 12,980 33,924
Tesla Motors Inc COM 88160R101   594,165 2,864 SH   SOLE   0 0 2,864
The Toro Company COM 891092108   6,626,248 59,610 SH   SOLE   0 16,516 43,094
The Trade Desk Inc Class A COM 88339J105   9,132,845 149,940 SH   SOLE   0 38,620 111,320
Ulta Beauty Inc. COM 90384S303   9,608,157 17,608 SH   SOLE   0 4,849 12,759
Union Pacific Corp COM 907818108   4,202,711 20,882 SH   SOLE   0 5,365 15,517
United Rentals Inc COM 911363109   8,437,603 21,320 SH   SOLE   0 5,883 15,437
UnitedHealth Grp Inc COM 91324P102   6,930,060 14,664 SH   SOLE   0 3,990 10,674
Valero Energy COM 91913Y100   4,683,301 33,548 SH   SOLE   0 9,211 24,337
Walt Disney Co COM 254687106   352,458 3,520 SH   SOLE   0 0 3,520
Charles Schwab US MC ETF ETF 808524508   4,305,354 63,454 SH   SOLE   0 95 63,359
Invesco KBW Bank ETF ETF 46138E628   238,012 5,671 SH   SOLE   0 0 5,671
Ishares Russell 1000 Growth Et ETF 464287614   233,335 955 SH   SOLE   0 0 955
Schwab International Equity ET ETF 808524805   11,634,492 334,324 SH   SOLE   0 538 333,786
Schwab US Broad Market ETF ETF 808524102   340,022 7,106 SH   SOLE   0 0 7,106
Schwab US Dividend Equity ETF ETF 808524797   3,173,315 43,375 SH   SOLE   0 87 43,288
Schwab US Large Cap Growth ETF ETF 808524300   7,748,958 118,904 SH   SOLE   0 199 118,705
Schwab US Small Cap ETF ETF 808524607   2,166,481 51,669 SH   SOLE   0 64 51,605
Select Sector UTI Select Spdr ETF 81369Y886   1,716,415 25,357 SH   SOLE   0 47 25,310
Spdr Gold Shares ETF ETF 78463V107   601,328 3,282 SH   SOLE   0 0 3,282
Spdr S&P Dividend ETF ETF 78464A763   318,677 2,576 SH   SOLE   0 0 2,576
Vanguard FTSE Emerging Markets ETF 922042858   3,085,752 76,380 SH   SOLE   0 105 76,275
Vanguard S&P 500 ETF new ETF 922908363   402,395 1,070 SH   SOLE   0 0 1,070
Vanguard Total Stock Market ET ETF 922908769   261,248 1,280 SH   SOLE   0 0 1,280
Vanguard Value ETF 922908744   1,315,498 9,525 SH   SOLE   0 0 9,525
iShares NASDAQ Biotechnology E ETF 464287556   311,146 2,409 SH   SOLE   0 0 2,409
iShares Russell Mid Cap Growth ETF 464287481   1,735,959 19,066 SH   SOLE   0 31 19,035