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
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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
NOVO NORDISK A/S ADR SPONSORED ADR 670100205   245,235 1,541 SH   SOLE   0 0 1,541
TENCENT HOLDINGS LIMITED ADR U ADR 88032Q109   202,698 4,146 SH   SOLE   0 0 4,146
3M CO COM COM 88579Y101   1,263,317 12,019 SH   SOLE   0 0 12,019
ADOBE INC COM 00724f101   39,484,380 102,458 SH   SOLE   14,845 0 87,613
AMERICAN EXPRESS CO COM COM 025816109   4,366,474 26,471 SH   SOLE   99 0 26,372
AMPHENOL CORP CLASS A COM 032095101   29,692,821 363,348 SH   SOLE   48,174 0 315,174
APPLE INC COM COM 037833100   7,991,365 48,462 SH   SOLE   108 0 48,354
APTIV PLC F COM g6095l109   31,073,760 276,974 SH   SOLE   39,304 0 237,670
ARGO BLOCKCHAIN PLC COM COM G053A3104   8,389 51,000 SH   SOLE   0 0 51,000
AT&T INC COM COM 00206R102   328,174 17,048 SH   SOLE   0 0 17,048
AUTOMATIC DATA PROCESSING INC COM 053015103   378,248 1,699 SH   SOLE   0 0 1,699
BENEFIT STREET PARTNERS MULTIF COM 11199N107   221,759 13,224 SH   SOLE   0 0 13,224
BIO-TECHNE CORPORATION COM 09073M104   37,173,549 501,059 SH   SOLE   71,261 0 429,798
BLACKROCK INC COM COM 09247X101   5,194,379 7,763 SH   SOLE   30 0 7,733
BOEING CO COM COM 097023105   4,925,296 23,185 SH   SOLE   133 0 23,052
BOOKING HOLDINGS INC COM 09857l108   24,014,920 9,054 SH   SOLE   1,427 0 7,627
BROADCOM INC COM COM 11135F101   5,694,309 8,876 SH   SOLE   28 0 8,848
BROADSTONE NET LEASE INC COM U COM 11135E203   988,196 58,095 SH   SOLE   0 0 58,095
CATERPILLAR INC COM COM 149123101   4,301,048 18,795 SH   SOLE   68 0 18,727
CHEVRON CORPORATION COM COM 166764100   5,751,308 35,249 SH   SOLE   107 0 35,142
COCA-COLA CO COM COM 191216100   4,692,197 75,644 SH   SOLE   258 0 75,386
COLGATE-PALMOLIVE CO COM COM 194162103   601,200 8,000 SH   SOLE   0 0 8,000
COSTAR GROUP INC COM 22160n109   28,324,050 411,388 SH   SOLE   60,645 0 350,743
CROWN CASTLE INC COM COM 22822V101   3,367,682 25,162 SH   SOLE   90 0 25,072
CURE PHARMA HOLDING CORP COM COM 23127P104   21,000 150,000 SH   SOLE   0 0 150,000
DANAHER CORP COM 235851102   27,791,551 110,266 SH   SOLE   15,584 0 94,683
DISH NETWORK CORPORATION COM C COM 25470M109   148,813 15,950 SH   SOLE   0 0 15,950
DOW INC COM COM 260557103   4,203,762 76,683 SH   SOLE   265 0 76,418
EDWARDS LIFESCIENCES CORP COM COM 28176E108   1,991,477 24,072 SH   SOLE   0 0 24,072
EXXON MOBIL CORPORATION COM COM 30231G102   375,695 3,426 SH   SOLE   0 0 3,426
GAMIDA CELL LTD COM COM M47364100   9,513 11,744 SH   SOLE   0 0 11,744
GENERAL MILLS INC COM COM 370334104   5,403,843 63,232 SH   SOLE   239 0 62,993
GLOBAL PAYMENTS INC COM COM 37940X102   201,114 1,911 SH   SOLE   50 0 1,861
GRACO INC COM 384109104   30,324,855 415,352 SH   SOLE   59,061 0 356,291
HOME DEPOT INC COM 437076102   4,784,043 16,210 SH   SOLE   53 0 16,157
HONEYWELL INTL INC COM 438516106   31,324,261 163,898 SH   SOLE   22,557 0 141,341
IDEX CORP COM COM 45167R104   671,604 2,907 SH   SOLE   0 0 2,907
INTEL CORP COM COM 458140100   932,745 28,550 SH   SOLE   0 0 28,550
INTUIT COM COM 461202103   221,578 497 SH   SOLE   0 0 497
INTUITIVE SURGICAL COM 46120e602   45,241,693 177,092 SH   SOLE   26,010 0 151,082
ISHARES CORE S&P MID-CAP ETF COM 464287507   291,687 1,166 SH   SOLE   7 0 1,159
ISHARES TRUST CORE MSCI EAFE E COM 46432F842   613,884 9,183 SH   SOLE   0 0 9,183
ISHARES TRUST CORE S&P500 ETF COM 464287200   975,082 2,372 SH   SOLE   205 0 2,167
JOHN BEAN TECHS CORP COM 477839104   27,817,984 254,534 SH   SOLE   41,919 0 212,615
JOHNSON & JOHNSON COM COM 478160104   4,521,970 29,174 SH   SOLE   90 0 29,084
JOHNSON CONTROLS INTL PLC COM COM G51502105   4,481,934 74,426 SH   SOLE   285 0 74,141
JP MORGAN CHASE & CO COM COM 46625H100   4,896,985 37,579 SH   SOLE   137 0 37,442
L3 HARRIS TECHNOLOGIES INC COM COM 502431109   354,802 1,808 SH   SOLE   0 0 1,808
LABORATORY CORP AMER HLDGS COM COM 50540R409   688,260 3,000 SH   SOLE   0 0 3,000
LINDE PLC F COM g54950103   46,197,035 129,971 SH   SOLE   17,329 0 112,642
LITTELFUSE INC COM 537008104   50,419,667 188,070 SH   SOLE   27,126 0 160,944
LVMH MOET HENNESSY VUITTON SE COM 502441306   433,419 2,359 SH   SOLE   0 0 2,359
M & T BANK CORP COM COM 55261F104   268,315 2,244 SH   SOLE   4 0 2,240
MCDONALD'S CORPORATION COM COM 580135101   5,256,948 18,801 SH   SOLE   66 0 18,735
MERCK & CO INC COM COM 58933Y105   5,153,638 48,441 SH   SOLE   188 0 48,253
MICROSOFT CORP COM 594918104   9,365,521 32,485 SH   SOLE   70 0 32,415
MONDELEZ INTL INC COM CL A COM 609207105   466,636 6,693 SH   SOLE   0 0 6,693
MOOG INC COM CL B COM 615394301   2,078,053 20,946 SH   SOLE   0 0 20,946
NIKE INC COM CL B COM 654106103   4,618,377 37,658 SH   SOLE   145 0 37,513
PALO ALTO NETWORKS INCORPORATE COM 697435105   54,793,977 274,327 SH   SOLE   39,225 0 235,102
PAYCHEX INC COM COM 704326107   4,552,661 39,730 SH   SOLE   132 0 39,598
PAYCOM SOFTWARE INC COM 70432v102   26,709,711 87,858 SH   SOLE   12,578 0 75,280
PFIZER INC COM COM 717081103   4,189,670 102,688 SH   SOLE   337 0 102,351
PROCTER & GAMBLE CO COM COM 742718109   6,339,845 42,638 SH   SOLE   105 0 42,533
QUALCOMM INC COM COM 747525103   4,524,370 35,463 SH   SOLE   165 0 35,298
S&P GLOBAL INC COM 78409v104   42,584,805 123,517 SH   SOLE   17,866 0 105,651
SERVICE NOW INC COM 81762p102   43,152,505 92,857 SH   SOLE   13,529 0 79,328
SITEONE LANDSCAPE SUPPLY COM 82982l103   35,111,089 256,529 SH   SOLE   37,324 0 219,205
SYSCO CORP COM COM 871829107   4,383,845 56,763 SH   SOLE   192 0 56,571
TEXAS INSTRUMENTS INC COM COM 882508104   4,308,364 23,162 SH   SOLE   92 0 23,070
TRANSMEDICS GROUP INC COM 89377m109   74,792,261 987,617 SH   SOLE   140,895 0 846,722
TRUIST FINL CORP COM COM 89832Q109   2,855,722 83,745 SH   SOLE   962 0 82,783
TYLER TECHNOLOGIES COM 902252105   39,767,911 112,136 SH   SOLE   15,510 0 96,626
U S BANCORP COM 902973304   36,993,573 1,026,174 SH   SOLE   123,893 0 902,281
UNITEDHEALTH GROUP INC COM COM 91324P102   4,266,543 9,028 SH   SOLE   34 0 8,994
VEEVA SYSTEMS INC COM CL A COM 922475108   615,696 3,350 SH   SOLE   0 0 3,350
VERIZON COMMUNICATIONS COM COM 92343V104   3,589,916 92,309 SH   SOLE   342 0 91,967
WALT DISNEY CO COM 254687106   24,097,636 240,663 SH   SOLE   29,613 0 211,050
WASTE MGMT INC DEL COM COM 94106L109   5,270,799 32,302 SH   SOLE   103 0 32,199
WEALTH MINERALS COM COM 946885209   28,193 94,290 SH   SOLE   0 0 94,290
ZIMMER BIOMET HLDGS COM 98956p102   36,693,345 284,004 SH   SOLE   39,094 0 244,911
ZOETIS INC CLASS A COM 98978v103   21,404,177 128,600 SH   SOLE   17,787 0 110,813
GSR II METEORA ACQUISITION COR WT 36263W121   670 16,760 SH   SOLE   0 0 16,760