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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Activision Blizzard COM 00507V109   9,025,370 96,394 SH   SOLE   0 0 0
Adobe Systems COM 00724F101   13,455,751 26,389 SH   SOLE   0 0 0
Airbnb COM 009066101   1,292,655 9,421 SH   SOLE   0 0 0
Alnylam Pharmaceuticals Inc COM 02043q107   6,562,086 37,053 SH   SOLE   0 0 0
Alphabet Inc. Cl-A COM 02079K305   8,635,190 65,988 SH   SOLE   0 0 0
Alphabet Inc. Cl-C COM 02079K107   6,527,762 49,509 SH   SOLE   0 0 0
Amazon.com, Inc COM 023135106   13,512,220 106,295 SH   SOLE   0 0 0
American Tower Corp Cl A COM 03027X100   2,497,502 15,187 SH   SOLE   0 0 0
Apple Computer COM 037833100   1,783,495 10,417 SH   SOLE   0 0 0
Bankamerica Corp. New COM 060505104   1,968,826 71,907 SH   SOLE   0 0 0
BellRing Brands COM 07831C103   5,166,201 125,302 SH   SOLE   0 0 0
Berkshire Hathaway Inc-Cl B COM 084670702   328,932 939 SH   SOLE   0 0 0
Blackstone Group COM 09260d107   3,838,183 35,824 SH   SOLE   0 0 0
Chevron Corp COM 166764100   645,646 3,829 SH   SOLE   0 0 0
Cintas Corp. COM 172908105   9,653,390 20,069 SH   SOLE   0 0 0
Citigroup COM 172967424   338,253 8,224 SH   SOLE   0 0 0
Constellation Brands A COM 21036P108   4,297,492 17,099 SH   SOLE   0 0 0
Costco Wholesale Corporation COM 22160K105   12,251,158 21,685 SH   SOLE   0 0 0
Deckers Outdoors COM 243537107   6,982,884 13,583 SH   SOLE   0 0 0
Dynatrace COM 268150109   3,583,537 76,686 SH   SOLE   0 0 0
Fidelity National Information Services I COM 31620M106   1,395,789 25,254 SH   SOLE   0 0 0
Home Depot COM 437076102   5,105,598 16,897 SH   SOLE   0 0 0
Illumina Inc. COM 452327109   3,710,541 27,029 SH   SOLE   0 0 0
Insulet Corp. COM 45784P101   5,653,283 35,446 SH   SOLE   0 0 0
Intuitive Surgical Inc. COM 46120E602   207,526 710 SH   SOLE   0 0 0
Iqvia Hldgs. COM 46266C105   3,483,065 17,703 SH   SOLE   0 0 0
JP Morgan Chase & Co. COM 46625H100   3,946,429 27,213 SH   SOLE   0 0 0
Meta Platforms Cl A COM 30303M102   10,304,408 34,324 SH   SOLE   0 0 0
Microsoft COM 594918104   16,344,921 51,765 SH   SOLE   0 0 0
Morgan Stanley COM 617446448   471,399 5,772 SH   SOLE   0 0 0
Netflix Inc. COM 64110l106   8,241,120 21,825 SH   SOLE   0 0 0
Nike Inc. Class B COM 654106103   3,964,883 41,465 SH   SOLE   0 0 0
Nvidia Corp. COM 67066G104   18,257,400 41,972 SH   SOLE   0 0 0
Okta Inc. COM 679295105   2,958,813 36,300 SH   SOLE   0 0 0
PayPal Holdings COM 70450Y103   2,069,192 35,395 SH   SOLE   0 0 0
Procter & Gamble COM 742718109   232,501 1,594 SH   SOLE   0 0 0
S&P Global COM 78409V104   374,030 1,024 SH   SOLE   0 0 0
Saia Inc. COM 78709Y105   5,286,896 13,262 SH   SOLE   0 0 0
Salesforce.com COM 79466L302   9,318,755 45,955 SH   SOLE   0 0 0
ServiceNow Inc. COM 81762p102   3,403,507 6,089 SH   SOLE   0 0 0
SharkNinja, Inc. COM G8068L108   5,903,019 127,330 SH   SOLE   0 0 0
Shoals Technologies Group COM 82489W107   3,482,648 190,830 SH   SOLE   0 0 0
Synopsys Inc. COM 871607107   5,850,032 12,746 SH   SOLE   0 0 0
Tempur Sealy International Inc COM 88023u101   685,639 15,820 SH   SOLE   0 0 0
Tesla Motors Inc COM 88160r101   4,840,506 19,345 SH   SOLE   0 0 0
The TJX Companies COM 872540109   990,123 11,140 SH   SOLE   0 0 0
Thermo Fisher Scientific COM 883556102   10,237,794 20,226 SH   SOLE   0 0 0
Union Pacific COM 907818108   229,695 1,128 SH   SOLE   0 0 0
Visa Inc. COM 92826c839   14,997,342 65,203 SH   SOLE   0 0 0
Workiva COM 98139A105   3,354,557 33,102 SH   SOLE   0 0 0
Invesco Ultra Short Duration ETF 46090A887   325,535 6,550 SH   SOLE   0 0 0
iShares Core Dividend Growth ETF 46434V621   2,872,740 58,000 SH   SOLE   0 0 0
iShares Core S&P Midcap ETF 464287507   667,510 2,677 SH   SOLE   0 0 0
iShares Floating Rate Bond ETF 46429B655   4,137,866 81,310 SH   SOLE   0 0 0
iShares Russell 1000 Growth Index ETF 464287614   498,465 1,874 SH   SOLE   0 0 0
iShares Russell 1000 Index ETF 464287622   1,657,055 7,054 SH   SOLE   0 0 0
iShares S&P Smallcap 600 Growth ETF 464287887   806,067 7,349 SH   SOLE   0 0 0
iShares TIPS Bond ETF ETF 464287176   722,410 6,965 SH   SOLE   0 0 0
iShares Trust SP 500 Index ETF 464287200   256,799 598 SH   SOLE   0 0 0
Janus Henderson Mortgage-Backed Sec ETF 47103U852   2,901,507 66,855 SH   SOLE   0 0 0
KraneShares Global Carbon ETF 500767678   4,289,896 118,735 SH   SOLE   0 0 0
Nuveen CA Dividend Adv Municipal Fund ETF 67066Y105   316,134 32,760 SH   SOLE   0 0 0
SPDR Bloomberg Convertible Securities ET ETF 78464A359   1,471,802 21,708 SH   SOLE   0 0 0
SPDR Dow Jones Indus Avg ETF 78467X109   347,343 1,037 SH   SOLE   0 0 0
SPDR S&P 500 Growth ETF 78464A409   279,505 4,715 SH   SOLE   0 0 0
SPDR S&P 500 Trust ETF 78462f103   822,044 1,923 SH   SOLE   0 0 0
SPDR S&P Midcap 400 ETF 78467Y107   1,644,635 3,602 SH   SOLE   0 0 0
Ultra QQQ Proshares Tr ETF 74347R206   218,705 3,685 SH   SOLE   0 0 0
Vanguard S&P 500 ETF ETF 922908363   392,700 1,000 SH   SOLE   0 0 0
Vanguard Short Term Corporate B ETF 92206c409   758,188 10,089 SH   SOLE   0 0 0
Vanguard Small Cap ETF ETF 922908751   654,749 3,463 SH   SOLE   0 0 0