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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   33,006,902 93,377 SH   SOLE   66,842 0 26,535
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   1,258,094 31,257 SH   SOLE   26,953 0 4,304
ICON PLC SHS G4705A100   245,650 855 SH   SOLE   705 0 150
LINDE PLC SHS G54950103   6,209,194 13,021 SH   SOLE   10,715 0 2,306
MARVELL TECHNOLOGY INC COM 573874104   1,288,424 17,865 SH   SOLE   14,165 0 3,700
MEDTRONIC PLC SHS G5960L103   3,864,808 42,928 SH   SOLE   34,808 0 8,120
NU HLDGS LTD ORD SHS CL A G6683N103   31,252,453 2,289,557 SH   SOLE   1,633,532 0 656,025
TRANE TECHNOLOGIES PLC SHS G8994E103   932,952 2,400 SH   SOLE   0 0 2,400
GARMIN LTD SHS H2906T109   2,504,027 14,225 SH   SOLE   13,025 0 1,200
FIVERR INTL LTD ORD SHS M4R82T106   5,229,232 202,135 SH   SOLE   149,865 0 52,270
ASML HOLDING N V N Y REGISTRY SHS N07059210   2,673,066 3,208 SH   SOLE   2,771 0 437
STELLANTIS N.V. SHS N82405106   1,268,013 90,250 SH   SOLE   56,200 0 34,050
ALPS ETF TR ALERIAN MLP 00162Q452   743,429 15,774 SH   SOLE   11,859 0 3,915
AT&T INC COM 00206R102   1,407,692 63,986 SH   SOLE   32,302 0 31,684
ABBOTT LABS COM 002824100   2,762,348 24,229 SH   SOLE   13,204 0 11,025
ABBVIE INC COM 00287Y109   10,777,866 54,577 SH   SOLE   31,859 0 22,718
ADOBE INC COM 00724F101   46,266,231 89,355 SH   SOLE   43,719 0 45,636
ADVANCE AUTO PARTS INC COM 00751Y106   2,484,365 63,718 SH   SOLE   51,230 0 12,488
AECOM COM 00766T100   2,006,123 19,426 SH   SOLE   9,736 0 9,690
ADVANCED MICRO DEVICES INC COM 007903107   4,225,716 25,754 SH   SOLE   22,599 0 3,155
AGILENT TECHNOLOGIES INC COM 00846U101   1,294,746 8,720 SH   SOLE   2,420 0 6,300
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   2,562,055 24,143 SH   SOLE   21,093 0 3,050
ALPHABET INC CAP STK CL C 02079K107   38,086,233 227,802 SH   SOLE   149,322 0 78,480
ALPHABET INC CAP STK CL A 02079k305   62,125,917 374,591 SH   SOLE   270,748 0 103,843
AMAZON COM INC COM 023135106   61,972,799 332,597 SH   SOLE   249,169 0 83,428
AMERICAN ELEC PWR CO INC COM 025537101   530,032 5,166 SH   SOLE   1,166 0 4,000
AMERICAN EXPRESS CO COM 025816109   26,791,034 98,787 SH   SOLE   70,651 0 28,136
AMGEN INC COM 031162100   11,142,344 34,581 SH   SOLE   21,899 0 12,682
ANALOG DEVICES INC COM 032654105   3,080,825 13,385 SH   SOLE   9,815 0 3,570
APPLE INC COM 037833100   136,331,794 585,115 SH   SOLE   400,134 0 184,981
APPLOVIN CORP COM CL A 03831W108   6,255,303 47,915 SH   SOLE   35,135 0 12,780
AUTODESK INC COM 052769106   17,472,319 63,425 SH   SOLE   45,999 0 17,426
AUTOMATIC DATA PROCESSING IN COM 053015103   24,309,070 87,844 SH   SOLE   50,251 0 37,593
AUTONATION INC COM 05329W102   8,631,101 48,240 SH   SOLE   37,290 0 10,950
AVIS BUDGET GROUP COM 053774105   1,417,644 16,185 SH   SOLE   13,956 0 2,229
AZEK CO INC CL A 05478C105   1,823,562 38,965 SH   SOLE   21,615 0 17,350
BK OF AMERICA CORP COM 060505104   8,745,139 220,392 SH   SOLE   190,491 0 29,901
BAXTER INTL INC COM 071813109   214,948 5,661 SH   SOLE   4,861 0 800
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   8,603,180 18,692 SH   SOLE   12,252 0 6,440
BIOGEN INC COM 09062X103   633,663 3,269 SH   SOLE   1,939 0 1,330
BLACKROCK INC COM 09247X101   1,704,370 1,795 SH   SOLE   1,445 0 350
BOOKING HLDGS INC COM 09857L108   16,010,268 3,801 SH   SOLE   2,679 0 1,122
BRADY CORP CL A 104674106   229,890 3,000 SH   SOLE   0 0 3,000
BRINKS CO COM 109696104   315,697 2,730 SH   SOLE   1,630 0 1,100
BRISTOL-MYERS SQUIBB CO COM 110122108   2,590,104 50,060 SH   SOLE   30,620 0 19,440
BROADCOM INC COM 11135F101   1,764,675 10,230 SH   SOLE   10,230 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   1,490,202 7,687 SH   SOLE   6,487 0 1,200
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100   3,693,131 334,220 SH   SOLE   240,595 0 93,625
CVS HEALTH CORP COM 126650100   1,391,534 22,130 SH   SOLE   18,805 0 3,325
CATERPILLAR INC DEL COM 149123101   2,261,847 5,783 SH   SOLE   3,998 0 1,785
CHARLES RIV LABS INTL INC COM 159864107   13,454,304 68,306 SH   SOLE   39,258 0 29,048
CHEVRON CORP NEW COM 166764100   203,674 1,383 SH   SOLE   1,383 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   2,987,597 51,850 SH   SOLE   46,700 0 5,150
CHURCH & DWIGHT INC COM 171340102   15,090,466 144,103 SH   SOLE   91,538 0 52,565
CISCO SYS INC COM 17275R102   3,813,745 71,660 SH   SOLE   25,855 0 45,805
CLOROX CO DEL COM 189054109   677,706 4,160 SH   SOLE   4,060 0 100
COCA COLA CO COM 191216100   1,709,190 23,785 SH   SOLE   15,535 0 8,250
COLGATE PALMOLIVE CO COM 194162103   928,061 8,940 SH   SOLE   4,140 0 4,800
CONOCO PHILLIPS COM 20825c104   281,624 2,675 SH   SOLE   2,675 0 0
CONSTELLATION BRANDS INC CL A 21036P108   6,484,769 25,165 SH   SOLE   18,592 0 6,573
CORNING INC COM 219350105   2,395,930 53,066 SH   SOLE   38,726 0 14,340
CORPAY INC COM SHS 219948106   3,518,863 11,251 SH   SOLE   9,180 0 2,071
COSTCO WHSL CORP NEW COM 22160K105   59,059,962 66,620 SH   SOLE   38,652 0 27,968
COUPANG INC CL A 22266T109   1,272,918 51,850 SH   SOLE   31,550 0 20,300
CROWDSTRIKE HLDGS INC CL A 22788C105   8,652,500 30,850 SH   SOLE   23,655 0 7,195
CUMMINS INC COM 231021106   10,948,854 33,815 SH   SOLE   22,826 0 10,989
D R HORTON INC COM 23331A109   4,628,843 24,264 SH   SOLE   15,639 0 8,625
DXC TECHNOLOGY CO COM 23355L106   332,726 16,035 SH   SOLE   15,000 0 1,035
DANAHER CORPORATION COM 235851102   4,144,166 14,906 SH   SOLE   13,330 0 1,576
DEERE & CO COM 244199105   7,360,449 17,637 SH   SOLE   12,712 0 4,925
DELL TECHNOLOGIES INC CL C 24703L202   13,623,565 114,928 SH   SOLE   87,088 0 27,840
DISNEY WALT CO COM 254687106   500,188 5,200 SH   SOLE   3,100 0 2,100
DONALDSON INC COM 257651109   692,780 9,400 SH   SOLE   0 0 9,400
DOW INC COM 260557103   6,678,299 122,246 SH   SOLE   99,506 0 22,740
EBAY INC COM 278642103   760,159 11,675 SH   SOLE   1,150 0 10,525
ECOLAB INC COM 278865100   17,126,004 67,074 SH   SOLE   38,330 0 28,744
EDISON INTL COM 281020107   942,553 10,823 SH   SOLE   6,822 0 4,001
EDWARDS LIFESCIENCES CORP COM 28176E108   11,076,685 167,854 SH   SOLE   98,214 0 69,640
ELECTRONIC ARTS INC COM 285512109   349,276 2,435 SH   SOLE   2,435 0 0
EVERCORE INC CLASS A 29977A105   240,673 950 SH   SOLE   950 0 0
EXPEDIA GROUP INC COM NEW 30212P303   5,057,843 34,170 SH   SOLE   27,100 0 7,070
EXPEDITORS INTL WASH INC COM 302130109   8,170,978 62,184 SH   SOLE   47,659 0 14,525
FS KKR CAPITAL CORP COM 302635206   318,501 16,143 SH   SOLE   16,143 0 0
META PLATFORMS INC CL A 30303M102   106,165,867 185,462 SH   SOLE   142,885 0 42,577
FASTENAL CO COM 311900104   8,669,674 121,390 SH   SOLE   84,922 0 36,468
FEDEX CORP COM 31428X106   11,976,895 43,762 SH   SOLE   25,351 0 18,411
FORD MOTOR COMPANY COM 345370860   280,104 26,525 SH   SOLE   21,525 0 5,000
GILEAD SCIENCES INC COM 375558103   1,429,220 17,047 SH   SOLE   5,647 0 11,400
GLOBAL PMTS INC COM 37940X102   12,401,423 121,084 SH   SOLE   87,167 0 33,917
GOLDMAN SACHS GROUP INC COM 38141G104   566,901 1,145 SH   SOLE   1,145 0 0
GRAINGER W W INC COM 384802104   13,607,372 13,099 SH   SOLE   7,164 0 5,935
HCA HEALTHCARE INC COM 40412C101   243,858 600 SH   SOLE   400 0 200
HP INC COM 40434L105   10,370,268 289,107 SH   SOLE   190,432 0 98,675
HOME DEPOT INC COM 437076102   6,294,093 15,533 SH   SOLE   4,390 0 11,143
HONEYWELL INTL INC COM 438516106   310,065 1,500 SH   SOLE   1,500 0 0
IDEXX LABS INC COM 45168D104   783,091 1,550 SH   SOLE   1,550 0 0
ILLINOIS TOOL WKS INC COM 452308109   419,312 1,600 SH   SOLE   1,600 0 0
INDAPTUS THERAPEUTICS INC COM 45339J105   123,970 99,976 SH   SOLE   99,976 0 0
INTEL CORP COM 458140100   1,207,932 51,489 SH   SOLE   29,899 0 21,590
INTERCONTINENTAL EXCHANGE IN COM 45866F104   27,955,055 174,023 SH   SOLE   121,711 0 52,312
INTERNATIONAL BUSINESS MACHS COM 459200101   3,244,349 14,675 SH   SOLE   13,075 0 1,600
INTUIT COM 461202103   57,261,789 92,209 SH   SOLE   65,955 0 26,254
INTUITIVE SURGICAL INC COM NEW 46120E602   14,062,604 28,625 SH   SOLE   27,595 0 1,030
Invesco S&P 500 Equal S&P500 EQL WGT 46137V357   4,304,319 24,025 SH   SOLE   9,729 0 14,296
INVESCO EXCHANGE TRADED FD T DYNMC BIOTECH 46137V787   533,076 7,635 SH   SOLE   6,755 0 880
IRON MTN INC DEL COM 46284V101   320,841 2,700 SH   SOLE   2,700 0 0
ISHARES TR CORE US AGGBD ET 464287226   3,034,556 29,965 SH   SOLE   22,637 0 7,328
ISHARES TR IBOXX INV CP ETF 464287242   899,886 7,965 SH   SOLE   7,965 0 0
ISHARES TR 1-3 YR TR BD ETF 464287457   4,119,168 49,539 SH   SOLE   48,774 0 765
ISHARES TR NASDQ BIOTEC ETF 464287556   11,914,157 81,828 SH   SOLE   56,467 0 25,361
Ishares Short Treasury SHORT TREAS BD 464288679   4,822,362 43,590 SH   SOLE   33,009 0 10,581
ISHARES TR U.S. PFD STK ETF 464288687   247,497 7,448 SH   SOLE   7,448 0 0
JPMORGAN CHASE & CO COM 46625H100   1,274,016 6,042 SH   SOLE   6,042 0 0
JD.COM INC SPON ADS CL A 47215P106   200,000 5,000 SH   SOLE   0 0 5,000
JOHNSON & JOHNSON COM 478160104   12,492,719 77,087 SH   SOLE   40,947 0 36,140
KENVUE INC COM 49177J102   3,015,828 130,386 SH   SOLE   94,473 0 35,913
LENNAR CORP CL A 526057104   1,305,236 6,962 SH   SOLE   5,054 0 1,908
LILLY ELI & CO COM 532457108   42,992,033 48,527 SH   SOLE   31,109 0 17,418
LOUISIANA-PACIFIC CORP COM 546347105   809,066 7,529 SH   SOLE   6,904 0 625
LOWES COS INC COM 548661107   23,147,812 85,464 SH   SOLE   66,509 0 18,955
M & T BANK CORP COM 55261F104   240,462 1,350 SH   SOLE   750 0 600
MANNKIND CORP COM NEW 56400P706   93,092 14,800 SH   SOLE   0 0 14,800
MAPLEBEAR INC COM 565394103   4,628,879 113,620 SH   SOLE   86,260 0 27,360
MASTERCARD INC CL A 57636Q104   11,756,884 23,809 SH   SOLE   13,878 0 9,931
MCDONALDS CORP COM 580135101   4,580,744 15,043 SH   SOLE   10,278 0 4,765
MERCADOLIBRE INC COM 58733R102   28,282,165 13,783 SH   SOLE   10,472 0 3,311
MERCK & CO. INC COM 58933Y105   15,552,723 136,956 SH   SOLE   92,947 0 44,009
MICROSOFT CORP COM 594918104   100,529,698 233,627 SH   SOLE   158,494 0 75,133
MICRON TECHNOLOGY COM 595112103   2,581,964 24,896 SH   SOLE   22,316 0 2,580
MONDELEZ INTL INC CL A 609207105   6,975,518 94,686 SH   SOLE   73,325 0 21,361
MOTOROLA SOLUTIONS INC COM NEW 620076307   35,351,259 78,623 SH   SOLE   56,317 0 22,306
NETFLIX INC COM 64110L106   312,079 440 SH   SOLE   440 0 0
NEW YORK CMNTY BANCORP INC COM 649445103   1,378,954 122,792 SH   SOLE   105,932 0 16,860
NEXTRACKER INC CLASS A COM 65290E101   1,347,518 35,953 SH   SOLE   31,017 0 4,936
NEXTERA ENERGY INC COM 65339F101   1,804,716 21,350 SH   SOLE   3,350 0 18,000
NIKE INC CL B 654106103   5,437,661 61,512 SH   SOLE   33,912 0 27,600
NORFOLK SOUTHERN CORP COM 655844108   6,614,449 26,618 SH   SOLE   16,787 0 9,831
NOVARTIS A G SPONSORED ADR 66987V109   9,475,233 82,379 SH   SOLE   57,239 0 25,140
NOVO-NORDISK A S ADR 670100205   273,861 2,300 SH   SOLE   2,250 0 50
NVIDIA CORP COM 67066G104   59,960,397 493,745 SH   SOLE   346,705 0 147,040
OREILLY AUTOMOTIVE INC COM 67103H107   1,386,526 1,204 SH   SOLE   1,034 0 170
OMNICOM GROUP INC COM 681919106   253,306 2,450 SH   SOLE   2,450 0 0
ORACLE CORP COM 68389X105   10,980,235 64,438 SH   SOLE   30,640 0 33,798
PVH CORPORATION COM 693656100   4,208,140 41,735 SH   SOLE   33,115 0 8,620
PALANTIR TECHNOLOGIES INC CL A 69608A108   482,819 12,979 SH   SOLE   4,000 0 8,979
PALO ALTO NETWORKS INC COM 697435105   582,769 1,705 SH   SOLE   1,215 0 490
PAYCHEX INC COM 704326107   24,348,775 181,450 SH   SOLE   127,567 0 53,883
PAYPAL HLDGS INC COM 70450Y103   13,948,643 178,760 SH   SOLE   127,318 0 51,442
PEPSICO INC COM 713448108   6,770,624 39,815 SH   SOLE   26,921 0 12,894
PFIZER INC COM 717081103   688,004 23,773 SH   SOLE   8,423 0 15,350
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105   265,657 15,294 SH   SOLE   89 0 15,205
PROCTER & GAMBLE CO COM 742718109   1,618,381 9,344 SH   SOLE   3,291 0 6,053
QUALCOMM INC COM 747525103   21,868,770 128,602 SH   SOLE   88,251 0 40,351
QUEST DIAGNOSTICS INC COM 74834L100   384,244 2,475 SH   SOLE   2,475 0 0
RH COM 74967X103   5,025,814 15,028 SH   SOLE   12,100 0 2,928
RPM INTL INC COM 749685103   275,275 2,275 SH   SOLE   2,275 0 0
RALPH LAUREN CORP CL A 751212101   2,277,003 11,745 SH   SOLE   11,055 0 690
RAYTHEON TECHNOLOGIES CORP COM NEW 75513E101   441,022 3,640 SH   SOLE   3,640 0 0
REGENERON PHARMACEUTICALS COM 75886F107   724,304 689 SH   SOLE   324 0 365
SEI INVESTMENTS CO COM 784117103   375,840 5,432 SH   SOLE   5,432 0 0
SALESFORCE COM INC COM 79466L302   10,760,635 39,314 SH   SOLE   31,093 0 8,221
SCHLUMBERGER LTD COM STK 806857108   1,333,968 31,799 SH   SOLE   27,418 0 4,381
SCOTTS MIRACLE GRO CO CL A 810186106   5,288,267 60,995 SH   SOLE   30,845 0 30,150
SEA LTD SPONSORED ADS 81141R100   12,460,045 132,160 SH   SOLE   99,595 0 32,565
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   864,346 10,700 SH   SOLE   4,700 0 6,000
SERVICE NOW INC COM 81762P102   764,703 855 SH   SOLE   697 0 158
SHERWIN WILLIAMS CO COM 824348106   572,505 1,500 SH   SOLE   1,500 0 0
SHOPIFY INC CL A 82509L107   448,784 5,600 SH   SOLE   4,300 0 1,300
SNOWFLAKE INC CL A 833445109   1,339,957 11,666 SH   SOLE   10,059 0 1,607
SOLVENTUM CORP COM SHS 83444M101   2,512,779 36,041 SH   SOLE   30,213 0 5,828
SOUTHERN CO COM 842587107   402,047 4,458 SH   SOLE   958 0 3,500
SQUARE INC CL A 852234103   4,550,273 67,783 SH   SOLE   46,773 0 21,010
STARBUCKS CORP COM 855244109   1,187,428 12,180 SH   SOLE   11,335 0 845
STRYKER CORP COM 863667101   14,273,744 39,511 SH   SOLE   31,251 0 8,260
SYNOPSYS INC COM 871607107   726,163 1,434 SH   SOLE   1,084 0 350
SYSCO CORP COM 871829107   3,154,451 40,411 SH   SOLE   7,601 0 32,810
TJX COS INC NEW COM 872540109   964,416 8,205 SH   SOLE   2,478 0 5,727
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   2,595,672 14,946 SH   SOLE   13,185 0 1,761
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   322,791 2,100 SH   SOLE   2,100 0 0
TARGET CORP COM 87612E106   436,408 2,800 SH   SOLE   2,800 0 0
TESLA INC COM 88160R101   1,412,802 5,400 SH   SOLE   1,035 0 4,365
TEXAS INSTRS INC COM 882508104   25,064,378 121,336 SH   SOLE   79,505 0 41,831
THERMO FISHER SCIENTIFIC INC COM 883556102   3,850,598 6,225 SH   SOLE   4,622 0 1,603
3M CO COM 88579Y101   1,048,216 7,668 SH   SOLE   5,718 0 1,950
TOLL BROTHERS INC COM 889478103   2,675,149 17,316 SH   SOLE   11,216 0 6,100
TRIMBLE INC COM 896239100   9,501,943 153,035 SH   SOLE   78,125 0 74,910
US BANCORP DEL COM NEW 902973304   280,096 6,125 SH   SOLE   6,125 0 0
UBER TECHNOLOGIES INC COM 90353T100   8,530,284 113,495 SH   SOLE   81,640 0 31,855
ULTA BEAUTY INC COM 90384S303   1,261,527 3,242 SH   SOLE   2,556 0 686
UNION PAC CORP COM 907818108   13,490,343 54,732 SH   SOLE   36,857 0 17,875
UNITED PARCEL SERVICE INC CL B 911312106   4,185,588 30,700 SH   SOLE   22,333 0 8,367
UNITEDHEALTH GROUP INC COM 91324P102   5,539,843 9,475 SH   SOLE   9,045 0 430
BANECK ETF TRUST OIL SERVICES ETF 92189H607   754,385 2,659 SH   SOLE   1,988 0 671
VANGUARD WORLD FD UTILITIES ETF 92204A876   522,150 3,000 SH   SOLE   2,000 0 1,000
VERIZON COMMUNICATIONS INC COM 92343V104   555,402 12,367 SH   SOLE   10,867 0 1,500
VERTEX PHARMACEUTICAL COM COM 92532F100   399,969 860 SH   SOLE   555 0 305
VISA INC COM CL A 92826C839   13,032,905 47,401 SH   SOLE   34,756 0 12,645
WEC ENERGY GROUP INC COM 92939U106   702,114 7,300 SH   SOLE   350 0 6,950
WALMART INC COM 931142103   9,470,199 117,278 SH   SOLE   79,019 0 38,259
WASTE MGMT INC DEL COM 94106L109   27,919,709 134,488 SH   SOLE   94,765 0 39,723
WATERS CORP COM 941848103   5,456,652 15,162 SH   SOLE   7,206 0 7,956
WHIRLPOOL CORP COM 963320106   599,200 5,600 SH   SOLE   3,950 0 1,650
WILLIAMS-SONOMA COM 969904101   17,419,824 112,444 SH   SOLE   90,206 0 22,238
WINGSTOP INC COM 974155103   553,386 1,330 SH   SOLE   590 0 740
YUM BRANDS INC COM 988498101   2,406,225 17,223 SH   SOLE   12,698 0 4,525
ZOETIS INC CL A 98978V103   17,618,196 90,174 SH   SOLE   62,831 0 27,343