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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Abbott Laboratories COM 002824100 14,951 126,563 SH   SOLE   67,981 0 58,582
Accenture Plc COM G1151C101 15,386 48,094 SH   SOLE   26,074 0 22,020
Adobe Inc COM 00724F101 13,985 24,291 SH   SOLE   12,514 0 11,777
Alphabet Class A COM 02079K305 13,953 5,219 SH   SOLE   2,434 0 2,785
Alphabet Class C COM 02079K107 34,247 12,849 SH   SOLE   8,258 0 4,591
Amazon.com Inc COM 023135106 51,457 15,664 SH   SOLE   9,180 0 6,484
Ametek Inc COM 031100100 15,141 122,099 SH   SOLE   65,073 0 57,026
Amphenol Corp COM 032095101 4,142 56,555 SH   SOLE   43,821 0 12,734
Analog Devices Inc COM 032654105 14,064 83,976 SH   SOLE   43,291 0 40,685
Apple Inc COM 037833100 75,481 533,434 SH   SOLE   323,671 0 209,763
Aptiv PLC COM G6095L109 4,927 33,071 SH   SOLE   18,663 0 14,408
AT&T Inc COM 00206R102 679 25,133 SH   SOLE   23,761 0 1,372
Atlassian Corporation Plc COM G06242104 14,241 36,384 SH   SOLE   18,775 0 17,609
BayCom Corp COM 07272M107 2,549 137,040 SH   SOLE   137,040 0 0
Bristol-Myers Squibb Co COM 110122108 1,667 28,175 SH   SOLE   28,175 0 0
Caterpillar Inc COM 149123101 1,457 7,588 SH   SOLE   7,588 0 0
Chegg Inc COM 163092109 3,594 52,841 SH   SOLE   40,234 0 12,607
Chipotle Mexican Grill COM 169656105 13,439 7,394 SH   SOLE   3,730 0 3,664
Costar Group Inc COM 22160N109 4,151 48,228 SH   SOLE   37,431 0 10,797
Costco Wholesale Corp COM 22160K105 4,007 8,917 SH   SOLE   6,842 0 2,075
Danaher COM 235851102 15,582 51,183 SH   SOLE   27,811 0 23,372
Docusign COM 256163106 13,722 53,305 SH   SOLE   27,370 0 25,935
Exxon Mobil COM 30231G102 488 8,300 SH   SOLE   8,300 0 0
General Electric Co COM 369604301 610 5,925 SH   SOLE   5,925 0 0
Hercules Capital Inc COM 427096508 254 15,315 SH   SOLE   15,315 0 0
Home Depot Inc COM 437076102 3,876 11,809 SH   SOLE   9,033 0 2,776
Honeywell Int'l COM 438516106 15,340 72,264 SH   SOLE   38,534 0 33,730
Hubspot Inc COM 443573100 4,082 6,037 SH   SOLE   4,678 0 1,359
IBM COM 459200101 1,484 10,684 SH   SOLE   10,684 0 0
Idexx Labs Inc Com COM 45168D104 14,955 24,047 SH   SOLE   12,838 0 11,209
Intel Corp COM 458140100 554 10,400 SH   SOLE   10,400 0 0
Intuit COM 461202103 13,918 25,797 SH   SOLE   13,454 0 12,343
Iqvia Hldgs Inc COM 46266C105 15,090 62,994 SH   SOLE   33,732 0 29,262
Jack Henry & Assoc COM 426281101 5,181 31,577 SH   SOLE   24,094 0 7,483
Johnson & Johnson COM 478160104 15,496 95,951 SH   SOLE   51,508 0 44,443
Mastercard Inc COM 57636Q104 15,345 44,134 SH   SOLE   23,661 0 20,473
Merck COM 58933Y105 1,352 18,000 SH   SOLE   18,000 0 0
Meta Platforms COM 30303M102 31,189 91,897 SH   SOLE   52,448 0 39,449
Microsoft COM 594918104 69,932 248,057 SH   SOLE   150,783 0 97,274
Moodys Corp Com COM 615369105 1,306 3,678 SH   SOLE   0 0 3,678
Netflix COM 64110L106 14,823 24,287 SH   SOLE   12,264 0 12,023
Nike Inc Cl B COM 654106103 13,670 94,130 SH   SOLE   47,528 0 46,602
Nvidia Corp COM 67066G104 17,754 85,700 SH   SOLE   48,629 0 37,071
Palo Alto Networks COM 697435105 4,214 8,797 SH   SOLE   6,765 0 2,032
Paypal COM 70450Y103 15,045 57,820 SH   SOLE   30,956 0 26,864
S&P Global COM 78409V104 12,632 29,730 SH   SOLE   17,007 0 12,723
Salesforce COM 79466L302 14,259 52,574 SH   SOLE   27,452 0 25,122
Servicenow Inc COM 81762P102 14,299 22,978 SH   SOLE   11,903 0 11,075
Shopify Inc COM 82509L107 13,430 9,906 SH   SOLE   4,998 0 4,908
Square Inc COM 852234103 5,130 21,388 SH   SOLE   16,567 0 4,821
Starbucks COM 855244109 232 2,105 SH   SOLE   1,530 0 575
Tesla Inc COM 88160R101 18,435 23,772 SH   SOLE   14,967 0 8,805
Texas Instruments COM 882508104 14,314 74,469 SH   SOLE   38,682 0 35,787
The Trade Desk Inc COM 88339J105 13,732 195,336 SH   SOLE   100,046 0 95,290
Thermo Fisher Scientific COM 883556102 5,486 9,603 SH   SOLE   7,416 0 2,187
Transdigm Group Inc Com COM 893641100 15,044 24,087 SH   SOLE   12,861 0 11,226
Union Pacific Corp COM 907818108 18,293 93,327 SH   SOLE   56,449 0 36,878
Unitedhealth Group COM 91324P102 15,246 39,018 SH   SOLE   21,192 0 17,826
US Bancorp COM 902973304 307 5,157 SH   SOLE   5,157 0 0
Verizon Communications COM 92343V104 547 10,135 SH   SOLE   10,135 0 0
Visa COM 92826C839 15,804 70,951 SH   SOLE   38,082 0 32,869
Wal-Mart Stores Inc COM 931142103 3,705 26,580 SH   SOLE   26,580 0 0
Walt Disney COM 254687106 4,000 23,644 SH   SOLE   18,343 0 5,301
Workday Inc COM 98138H101 14,050 56,226 SH   SOLE   29,287 0 26,939
Zoetis Inc COM 98978V103 15,263 78,618 SH   SOLE   42,185 0 36,433
Consumer Staples Select Sector ETFS 81369Y308 3,001 43,589 SH   SOLE   43,589 0 0
Health Care Select Sector SPDR ETFS 81369Y209 2,978 23,397 SH   SOLE   23,397 0 0
Invesco QQQ Trust ETFS 46090E103 488 1,363 SH   SOLE   1,088 0 275
iShares Cohen & Steers REIT ET ETFS 464287564 676 10,330 SH   SOLE   10,330 0 0
iShares Gold Trust ETF ETFS 464285204 9,341 279,580 SH   SOLE   279,580 0 0
iShares MSCI Emerging Markets ETFS 46434G764 474 7,814 SH   SOLE   7,814 0 0
iShares S&P 100 ETF ETFS 464287101 5,703 28,887 SH   SOLE   28,887 0 0
iShares Tr MSCI EAFE Idx ETF ETFS 464287465 14,784 189,518 SH   SOLE   189,310 0 208
iShares Tr S&P 500 Value ETF ETFS 464287408 26,163 179,915 SH   SOLE   179,915 0 0
ProShares S&P 500 Dividend Ari ETFS 74348A467 14,509 163,891 SH   SOLE   162,977 0 914
Real Estate Select Sector SPDR ETFS 81369Y860 5,038 113,338 SH   SOLE   112,880 0 458
Select Sector Financial Select ETFS 81369Y605 1,381 36,787 SH   SOLE   36,787 0 0
SPDR Portfolio S&P 500 Growth ETFS 78464A409 5,687 88,835 SH   SOLE   88,835 0 0
SPDR S&P 500 ETF ETFS 78462F103 286 666 SH   SOLE   666 0 0
Vanguard High Dividend Yield E ETFS 921946406 6,025 58,300 SH   SOLE   58,300 0 0
Vanguard Index Fds Mid Cap ETF ETFS 922908629 9,545 40,314 SH   SOLE   39,931 0 383
Vanguard Index Fds Sm Cap Valu ETFS 922908611 14,632 86,445 SH   SOLE   86,445 0 0
Vanguard Index Fds Small Cp ET ETFS 922908751 8,217 37,575 SH   SOLE   37,224 0 351
Vanguard Index Fds Sml Cp Grw ETFS 922908595 17,205 61,411 SH   SOLE   61,411 0 0
Vanguard Index Fds Value ETF ETFS 922908744 7,990 59,021 SH   SOLE   58,417 0 604
Vanguard Intl Eqty Idx FTSE Eu ETFS 922042874 1,298 19,779 SH   SOLE   19,779 0 0
Vanguard Real Estate ETF ETFS 922908553 5,081 49,922 SH   SOLE   49,427 0 495
Vanguard S&P 500 ETF ETFS 922908363 20,512 52,007 SH   SOLE   51,493 0 514
Vanguard Total Stock Market ET ETFS 922908769 716 3,223 SH   SOLE   3,223 0 0
iShares U.S. Preferred Stock ETFS 464288687 8,341 214,926 SH   SOLE   213,586 0 1,340
Invesco Preferred ETF PFD 46138E511 213 14,140 SH   SOLE   11,775 0 2,365
Wells Fargo & Co New 7.5 Perp PFD 949746804 476 321 SH   SOLE   321 0 0
ASML Hldg Nv N Y Shs ADR N07059210 3,960 5,314 SH   SOLE   4,098 0 1,216
Royal Dutch Shell PLC Spons AD ADR 780259206 891 20,000 SH   SOLE   20,000 0 0
Vanguard Inst Index Fund - Sta COM vangcasc3 69,956 510,177 SH   SOLE   510,177 0 0