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
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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
Adobe Systems, Inc. COM 00724F101   3,042,063 5,099 SH   SOLE   5,099 0 0
Alphabet, Inc. - Class C COM 02079K107   10,276,897 72,922 SH   SOLE   72,922 0 0
Alteryx, Inc. - CL A COM 02156B103   806,436 17,100 SH   SOLE   17,100 0 0
Amazon.com, Inc. COM 023135106   10,510,450 69,175 SH   SOLE   69,175 0 0
American National Bankshares, COM 027745108   4,177,973 85,702 SH   SOLE   85,702 0 0
Ametek, Inc. COM 031100100   3,871,123 23,477 SH   SOLE   23,477 0 0
Apple, Inc. COM 037833100   12,097,815 62,836 SH   SOLE   62,836 0 0
AutoZone, Inc. COM 053332102   1,678,061 649 SH   SOLE   649 0 0
Bank of America Corp. COM 060505104   11,334,568 336,637 SH   SOLE   336,637 0 0
Boeing Co. COM 097023105   14,901,411 57,168 SH   SOLE   57,168 0 0
Boeing Co. OPTION 097023905   8,184,724 31,400 SH Call SOLE   0 0 0
Callon Petroleum Co. COM 13123X508   4,190,681 129,342 SH   SOLE   129,342 0 0
Cambridge Bancorp COM 132152109   5,856,180 84,383 SH   SOLE   84,383 0 0
Capstar Financial Holdings, In COM 14070T102   4,208,067 224,550 SH   SOLE   224,550 0 0
Chipotle Mexican Grill, Inc. COM 169656105   1,086,306 475 SH   SOLE   475 0 0
Equinix, Inc. COM 29444U700   5,003,888 6,213 SH   SOLE   6,213 0 0
Ferrari NV COM N3167Y103   1,174,352 3,470 SH   SOLE   3,470 0 0
Gartner, Inc. COM 366651107   4,124,499 9,143 SH   SOLE   9,143 0 0
HEICO Corp. COM 422806109   1,030,828 5,763 SH   SOLE   5,763 0 0
Humana, Inc. COM 444859102   9,993,992 21,830 SH   SOLE   21,830 0 0
Karuna Therapeutics, Inc. COM 48576A100   6,177,326 19,517 SH   SOLE   19,517 0 0
L3Harris Technologies, Inc. COM 502431109   974,118 4,625 SH   SOLE   4,625 0 0
Lululemon Athletica, Inc. COM 550021109   5,597,092 10,947 SH   SOLE   10,947 0 0
Marriott International, Inc. COM 571903202   4,385,944 19,449 SH   SOLE   19,449 0 0
Martin Marietta Materials, Inc COM 573284106   1,569,072 3,145 SH   SOLE   3,145 0 0
Mastercard Inc. - Class A COM 57636Q104   12,912,164 30,274 SH   SOLE   30,274 0 0
MercadoLibre, Inc. COM 58733R102   1,029,359 655 SH   SOLE   655 0 0
Meta Platforms, Inc. COM 30303M102   7,413,338 20,944 SH   SOLE   20,944 0 0
Microsoft Corp. COM 594918104   12,005,077 31,925 SH   SOLE   31,925 0 0
Monster Beverage Corp. COM 61174X109   2,004,194 34,789 SH   SOLE   34,789 0 0
Nasdaq, Inc. COM 631103108   1,400,011 24,080 SH   SOLE   24,080 0 0
Netflix, Inc. COM 64110L106   3,652,574 7,502 SH   SOLE   7,502 0 0
NVIDIA Corp. COM 67066G104   15,330,030 30,956 SH   SOLE   30,956 0 0
NXP Semiconductors NV COM N6596X109   6,892,697 30,010 SH   SOLE   30,010 0 0
Olink Holding AB COM 680710100   10,403,499 413,658 SH   SOLE   413,658 0 0
Pioneer Natural Resources Comp COM 723787107   13,341,006 59,325 SH   SOLE   59,325 0 0
Rivian Automotive, Inc. COM 76954A103   1,452,104 61,897 SH   SOLE   61,897 0 0
Rogers Corporation COM 775133101   5,018,660 38,000 SH   SOLE   38,000 0 0
Roper Technologies, Inc. COM 776696106   2,466,894 4,525 SH   SOLE   4,525 0 0
RPT Realty COM 74971D101   7,215,720 562,410 SH   SOLE   562,410 0 0
Salesforce, Inc. COM 79466L302   1,203,866 4,575 SH   SOLE   4,575 0 0
ServiceNow, Inc. COM 81762P102   3,135,403 4,438 SH   SOLE   4,438 0 0
Simon Property Group, Inc. COM 828806109   6,929,023 48,577 SH   SOLE   48,577 0 0
Splunk, Inc. COM 848637104   9,975,726 65,479 SH   SOLE   65,479 0 0
Spotify Technology S.A. COM L8681T102   2,834,247 15,083 SH   SOLE   15,083 0 0
Synopsys, Inc. COM 871607107   3,668,219 7,124 SH   SOLE   7,124 0 0
TEGNA, Inc. COM 87901J105   530,987 34,705 SH   SOLE   34,705 0 0
TJX Company, Inc. COM 872540109   5,804,494 61,875 SH   SOLE   61,875 0 0
Toll Brothers, Inc. COM 889478103   4,278,017 41,619 SH   SOLE   41,619 0 0
TransDigm Group, Inc. COM 893641100   8,505,533 8,408 SH   SOLE   8,408 0 0
UBS Group AG COM H42097107   3,533,786 114,362 SH   SOLE   114,362 0 0
Vulcan Materials Company COM 929160109   2,644,667 11,650 SH   SOLE   11,650 0 0
Walt Disney Company/The COM 254687106   3,606,634 39,945 SH   SOLE   39,945 0 0