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
Adobe Systems COM 00724F101   10,765,258 24,209 SH   SOLE   0 0 0
Alnylam Pharmaceuticals Inc COM 02043q107   8,182,905 34,775 SH   SOLE   0 0 0
Alphabet Inc. Cl-A COM 02079K305   11,753,570 62,090 SH   SOLE   0 0 0
Alphabet Inc. Cl-C COM 02079K107   8,127,408 42,677 SH   SOLE   0 0 0
Amazon.com, Inc COM 023135106   21,567,792 98,308 SH   SOLE   0 0 0
American Tower Corp Cl A COM 03027X100   2,333,892 12,725 SH   SOLE   0 0 0
Apple Computer COM 037833100   2,214,464 8,843 SH   SOLE   0 0 0
Arista Networks, Inc. COM 040413106   364,749 3,300 SH   SOLE   0 0 0
Bankamerica Corp. New COM 060505104   2,274,125 51,743 SH   SOLE   0 0 0
BellRing Brands COM 07831C103   7,731,918 102,627 SH   SOLE   0 0 0
Berkshire Hathaway Inc-Cl B COM 084670702   428,350 945 SH   SOLE   0 0 0
Blackstone Group COM 09260d107   6,131,772 35,563 SH   SOLE   0 0 0
Chevron Corp COM 166764100   460,446 3,179 SH   SOLE   0 0 0
Cintas Corp. COM 172908105   13,533,137 74,073 SH   SOLE   0 0 0
Constellation Brands A COM 21036P108   3,321,188 15,028 SH   SOLE   0 0 0
Costco Wholesale Corporation COM 22160K105   17,771,057 19,395 SH   SOLE   0 0 0
Deckers Outdoors COM 243537107   14,934,020 73,534 SH   SOLE   0 0 0
Dynatrace COM 268150109   3,681,452 67,736 SH   SOLE   0 0 0
Fidelity National Information Services I COM 31620M106   1,068,183 13,225 SH   SOLE   0 0 0
Home Depot COM 437076102   6,090,416 15,657 SH   SOLE   0 0 0
Illumina Inc. COM 452327109   1,950,731 14,598 SH   SOLE   0 0 0
Insulet Corp. COM 45784P101   8,985,768 34,419 SH   SOLE   0 0 0
Intuitive Surgical Inc. COM 46120E602   328,835 630 SH   SOLE   0 0 0
Iqvia Hldgs. COM 46266C105   3,455,235 17,583 SH   SOLE   0 0 0
JP Morgan Chase & Co. COM 46625H100   5,853,718 24,420 SH   SOLE   0 0 0
Meta Platforms Cl A COM 30303M102   18,253,860 31,176 SH   SOLE   0 0 0
Microsoft COM 594918104   20,398,941 48,396 SH   SOLE   0 0 0
Morgan Stanley COM 617446448   756,457 6,017 SH   SOLE   0 0 0
Natera COM 632307104   316,600 2,000 SH   SOLE   0 0 0
Netflix Inc. COM 64110l106   17,869,183 20,048 SH   SOLE   0 0 0
Nike Inc. Class B COM 654106103   1,382,264 18,267 SH   SOLE   0 0 0
Nvidia Corp. COM 67066G104   40,969,193 305,080 SH   SOLE   0 0 0
Okta Inc. COM 679295105   2,305,688 29,260 SH   SOLE   0 0 0
PayPal Holdings COM 70450Y103   997,315 11,685 SH   SOLE   0 0 0
S&P Global COM 78409V104   509,779 1,024 SH   SOLE   0 0 0
Saia Inc. COM 78709Y105   5,033,538 11,045 SH   SOLE   0 0 0
Salesforce.com COM 79466L302   14,488,859 43,337 SH   SOLE   0 0 0
ServiceNow Inc. COM 81762p102   5,805,217 5,476 SH   SOLE   0 0 0
SharkNinja, Inc. COM G8068L108   12,010,816 123,365 SH   SOLE   0 0 0
Synopsys Inc. COM 871607107   6,498,485 13,389 SH   SOLE   0 0 0
Tempur Sealy International Inc COM 88023u101   793,093 13,990 SH   SOLE   0 0 0
Tesla Motors Inc COM 88160r101   6,129,080 15,177 SH   SOLE   0 0 0
The TJX Companies COM 872540109   1,282,398 10,615 SH   SOLE   0 0 0
Thermo Fisher Scientific COM 883556102   9,999,861 19,222 SH   SOLE   0 0 0
Union Pacific COM 907818108   268,631 1,178 SH   SOLE   0 0 0
Visa Inc. COM 92826c839   18,936,485 59,918 SH   SOLE   0 0 0
Workday Inc. COM 98138H101   224,486 870 SH   SOLE   0 0 0
Workiva COM 98139A105   2,364,324 21,592 SH   SOLE   0 0 0
Xylem, Inc. COM 98419M100   4,760,301 41,030 SH   SOLE   0 0 0
Zoetis, Inc. COM 98978v103   6,555,489 40,235 SH   SOLE   0 0 0
Invesco Financial Preferred ETF ETF 46137V621   541,697 37,230 SH   SOLE   0 0 0
iShares Core Dividend Growth ETF 46434V621   2,899,664 47,272 SH   SOLE   0 0 0
iShares Core S&P Midcap ETF 464287507   832,150 13,355 SH   SOLE   0 0 0
iShares Floating Rate Bond ETF 46429B655   6,921,461 136,035 SH   SOLE   0 0 0
iShares Russell 1000 Growth Index ETF 464287614   772,238 1,923 SH   SOLE   0 0 0
iShares Russell 1000 Index ETF 464287622   2,323,095 7,211 SH   SOLE   0 0 0
iShares Russell 2000 Growth ETF 464287648   255,009 886 SH   SOLE   0 0 0
iShares S&P Smallcap 600 Growth ETF 464287887   1,109,121 8,193 SH   SOLE   0 0 0
iShares TIPS Bond ETF ETF 464287176   544,471 5,110 SH   SOLE   0 0 0
iShares Trust SP 500 Index ETF 464287200   341,434 580 SH   SOLE   0 0 0
Janus Henderson Mortgage-Backed Sec ETF 47103U852   4,013,532 90,845 SH   SOLE   0 0 0
JPMorgan Active Bond ETF ETF 46654Q716   2,779,439 53,195 SH   SOLE   0 0 0
SPDR Bloomberg Convertible Securities ET ETF 78464A359   1,609,052 20,658 SH   SOLE   0 0 0
SPDR Dow Jones Indus Avg ETF 78467X109   418,692 984 SH   SOLE   0 0 0
SPDR S&P 500 Growth ETF 78464A409   512,897 5,835 SH   SOLE   0 0 0
SPDR S&P 500 Trust ETF 78462f103   1,093,039 1,865 SH   SOLE   0 0 0
SPDR S&P 600 Small Cap Growth ETF 78464A201   223,165 2,470 SH   SOLE   0 0 0
SPDR S&P Midcap 400 ETF 78467Y107   1,980,203 3,477 SH   SOLE   0 0 0
Ultra QQQ Proshares Tr ETF 74347R206   458,938 4,240 SH   SOLE   0 0 0
Vanguard Intermediate-Term Corp Bond ETF ETF 92206C870   3,791,955 47,240 SH   SOLE   0 0 0
Vanguard Mid-Cap Growth ETF 922908538   503,948 1,986 SH   SOLE   0 0 0
Vanguard S&P 500 ETF ETF 922908363   498,938 926 SH   SOLE   0 0 0
Vanguard Short Term Corporate B ETF 92206c409   614,719 7,880 SH   SOLE   0 0 0
Vanguard Small Cap ETF ETF 922908751   798,450 3,323 SH   SOLE   0 0 0