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
Activision Blizzard COM 00507V109   8,177,437 97,004 SH   SOLE   0 0 0
Adobe Systems COM 00724F101   13,175,836 26,945 SH   SOLE   0 0 0
Airbnb COM 009066101   1,201,116 9,372 SH   SOLE   0 0 0
Alnylam Pharmaceuticals Inc COM 02043q107   7,056,841 37,153 SH   SOLE   0 0 0
Alphabet Inc. Cl-A COM 02079K305   7,915,402 66,127 SH   SOLE   0 0 0
Alphabet Inc. Cl-C COM 02079K107   6,445,524 53,282 SH   SOLE   0 0 0
Amazon.com, Inc COM 023135106   13,997,796 107,378 SH   SOLE   0 0 0
American Tower Corp Cl A COM 03027X100   3,023,912 15,592 SH   SOLE   0 0 0
Apple Computer COM 037833100   2,036,103 10,497 SH   SOLE   0 0 0
Bankamerica Corp. New COM 060505104   2,075,936 72,357 SH   SOLE   0 0 0
BellRing Brands COM 07831C103   4,509,742 123,217 SH   SOLE   0 0 0
Berkshire Hathaway Inc-Cl B COM 084670702   320,199 939 SH   SOLE   0 0 0
Blackstone Group COM 09260d107   3,230,986 34,753 SH   SOLE   0 0 0
Chevron Corp COM 166764100   602,493 3,829 SH   SOLE   0 0 0
Cintas Corp. COM 172908105   10,000,255 20,118 SH   SOLE   0 0 0
Citigroup COM 172967424   418,918 9,099 SH   SOLE   0 0 0
Constellation Brands A COM 21036P108   4,099,541 16,656 SH   SOLE   0 0 0
Costco Wholesale Corporation COM 22160K105   11,758,219 21,840 SH   SOLE   0 0 0
Deckers Outdoors COM 243537107   6,976,721 13,222 SH   SOLE   0 0 0
Dynatrace COM 268150109   3,920,985 76,180 SH   SOLE   0 0 0
Fidelity National Information Services I COM 31620M106   1,528,263 27,939 SH   SOLE   0 0 0
Home Depot COM 437076102   5,307,284 17,085 SH   SOLE   0 0 0
Illumina Inc. COM 452327109   5,160,100 27,522 SH   SOLE   0 0 0
Insulet Corp. COM 45784P101   10,282,493 35,661 SH   SOLE   0 0 0
Intuitive Surgical Inc. COM 46120E602   242,777 710 SH   SOLE   0 0 0
Iqvia Hldgs. COM 46266C105   3,976,181 17,690 SH   SOLE   0 0 0
JP Morgan Chase & Co. COM 46625H100   3,920,772 26,958 SH   SOLE   0 0 0
Meta Platforms Cl A COM 30303M102   9,909,132 34,529 SH   SOLE   0 0 0
Microsoft COM 594918104   17,841,496 52,392 SH   SOLE   0 0 0
Morgan Stanley COM 617446448   492,929 5,772 SH   SOLE   0 0 0
Netflix Inc. COM 64110l106   9,603,563 21,802 SH   SOLE   0 0 0
Nike Inc. Class B COM 654106103   4,700,658 42,590 SH   SOLE   0 0 0
Nvidia Corp. COM 67066G104   21,480,110 50,778 SH   SOLE   0 0 0
Okta Inc. COM 679295105   2,517,405 36,300 SH   SOLE   0 0 0
PayPal Holdings COM 70450Y103   2,698,561 40,440 SH   SOLE   0 0 0
Procter & Gamble COM 742718109   241,874 1,594 SH   SOLE   0 0 0
S&P Global COM 78409V104   410,347 1,024 SH   SOLE   0 0 0
Saia Inc. COM 78709Y105   4,723,546 13,795 SH   SOLE   0 0 0
Salesforce.com COM 79466L302   9,701,482 45,922 SH   SOLE   0 0 0
ServiceNow Inc. COM 81762p102   3,376,878 6,009 SH   SOLE   0 0 0
Shoals Technologies Group COM 82489W107   4,928,096 192,805 SH   SOLE   0 0 0
Synopsys Inc. COM 871607107   5,741,752 13,187 SH   SOLE   0 0 0
Tempur Sealy International Inc COM 88023u101   633,907 15,820 SH   SOLE   0 0 0
Tesla Motors Inc COM 88160r101   5,312,884 20,296 SH   SOLE   0 0 0
The TJX Companies COM 872540109   846,204 9,980 SH   SOLE   0 0 0
Thermo Fisher Scientific COM 883556102   10,598,830 20,314 SH   SOLE   0 0 0
Union Pacific COM 907818108   230,811 1,128 SH   SOLE   0 0 0
Visa Inc. COM 92826c839   15,638,295 65,851 SH   SOLE   0 0 0
Workiva COM 98139A105   3,361,083 33,062 SH   SOLE   0 0 0
iShares Core Dividend Growth ETF 46434V621   3,017,082 58,550 SH   SOLE   0 0 0
iShares Core S&P Midcap ETF 464287507   685,601 2,622 SH   SOLE   0 0 0
iShares Russell 1000 Growth Index ETF 464287614   515,687 1,874 SH   SOLE   0 0 0
iShares Russell 1000 Index ETF 464287622   1,719,341 7,054 SH   SOLE   0 0 0
iShares S&P Smallcap 600 Growth ETF 464287887   836,030 7,274 SH   SOLE   0 0 0
iShares Trust SP 500 Index ETF 464287200   266,535 598 SH   SOLE   0 0 0
KraneShares Global Carbon ETF 500767678   4,676,294 123,320 SH   SOLE   0 0 0
SPDR Dow Jones Indus Avg ETF 78467X109   356,572 1,037 SH   SOLE   0 0 0
SPDR S&P 500 Trust ETF 78462f103   863,953 1,949 SH   SOLE   0 0 0
SPDR S&P Midcap 400 ETF 78467Y107   1,729,632 3,612 SH   SOLE   0 0 0
Vanguard S&P 500 ETF ETF 922908363   401,171 985 SH   SOLE   0 0 0
Vanguard Small Cap ETF ETF 922908751   704,667 3,543 SH   SOLE   0 0 0
Invesco Ultra Short Duration ETF 46090A887   325,142 6,550 SH   SOLE   0 0 0
iShares 1-3 Year Treasury Bond ETF ETF 464287457   221,348 2,730 SH   SOLE   0 0 0
iShares Floating Rate Bond ETF 46429B655   3,645,573 71,735 SH   SOLE   0 0 0
iShares TIPS Bond ETF ETF 464287176   800,155 7,435 SH   SOLE   0 0 0
Janus Henderson Mortgage-Backed Sec ETF 47103U852   3,178,947 69,470 SH   SOLE   0 0 0
Nuveen CA Dividend Adv Municipal Fund ETF 67066Y105   419,983 38,460 SH   SOLE   0 0 0
SPDR Bloomberg Convertible Securities ET ETF 78464A359   1,518,475 21,708 SH   SOLE   0 0 0
Vanguard Short Term Corporate B ETF 92206c409   828,023 10,944 SH   SOLE   0 0 0