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
DASSAULT SYSTEMES ADR SPONSORE ADR 237545108   201,980 4,545 SH   SOLE   0 0 4,545
NOVO NORDISK A/S ADR SPONSORED ADR 670100205   249,380 1,541 SH   SOLE   0 0 1,541
3M COMPANY COM COM 88579Y101   1,169,702 11,686 SH   SOLE   0 0 11,686
ADOBE INC COM 00724F101   33,400,151 68,304 SH   SOLE   9,478 0 58,826
AMERICAN EXPRESS CO COM COM 025816109   4,413,618 25,336 SH   SOLE   107 0 25,229
AMPHENOL CORP COM CL A COM 032095101   31,196,767 367,237 SH   SOLE   47,591 0 319,646
APPLE INC COM COM 037833100   9,052,363 46,669 SH   SOLE   111 0 46,558
APTIV PLC COM G6095L109   28,733,034 281,448 SH   SOLE   38,928 0 242,520
ARGO BLOCKCHAIN PLC COM COM G053A3104   8,058 51,000 SH   SOLE   0 0 51,000
AT&T INC COM COM 00206R102   271,916 17,048 SH   SOLE   0 0 17,048
AUTOMATIC DATA PROCESSING INC COM 053015103   373,423 1,699 SH   SOLE   0 0 1,699
BENEFIT STREET PARTNERS MULTIF COM 11199N107   222,794 13,285 SH   SOLE   0 0 13,285
BIO-TECHNE CORP COM 09073M104   41,014,775 502,447 SH   SOLE   70,337 0 432,110
BLACKROCK INC COM COM 09247X101   5,164,889 7,473 SH   SOLE   32 0 7,441
BOEING CO COM COM 097023105   4,434,571 21,001 SH   SOLE   127 0 20,874
BOOKING HOLDINGS INC COM 09857L108   24,262,465 8,985 SH   SOLE   1,390 0 7,595
BROADCOM INC COM COM 11135F101   5,699,015 6,570 SH   SOLE   26 0 6,544
BROADSTONE NET LEASE INC COM U COM 11135E203   708,619 45,895 SH   SOLE   0 0 45,895
CATERPILLAR INC COM COM 149123101   4,497,056 18,277 SH   SOLE   77 0 18,200
CHEVRON CORPORATION COM COM 166764100   5,368,231 34,116 SH   SOLE   117 0 33,999
COCA-COLA CO COM COM 191216100   4,317,563 71,696 SH   SOLE   298 0 71,398
COLGATE-PALMOLIVE CO COM COM 194162103   616,320 8,000 SH   SOLE   0 0 8,000
COSTAR GROUP INC COM 22160N109   36,656,352 411,869 SH   SOLE   59,425 0 352,444
CROWN CASTLE INC COM COM 22822V101   2,798,765 24,563 SH   SOLE   128 0 24,435
CURE PHARMA HOLDING CORP COM COM 23127P104   16,125 150,000 SH   SOLE   0 0 150,000
DANAHER CORP COM 235851102   27,221,202 113,422 SH   SOLE   15,485 0 97,937
DISH NETWORK CORPORATION COM C COM 25470M109   105,110 15,950 SH   SOLE   0 0 15,950
DOW INC COM COM 260557103   3,904,357 73,307 SH   SOLE   314 0 72,993
EDWARDS LIFESCIENCES CORP COM COM 28176E108   2,270,712 24,072 SH   SOLE   0 0 24,072
EXXON MOBIL CORPORATION COM COM 30231G102   367,438 3,426 SH   SOLE   0 0 3,426
GAMIDA CELL LTD COM COM M47364100   27,491 14,244 SH   SOLE   0 0 14,244
GENERAL MILLS INC COM COM 370334104   4,464,360 58,205 SH   SOLE   255 0 57,950
GRACO INC COM 384109104   32,062,827 371,312 SH   SOLE   52,845 0 318,467
HOME DEPOT INC COM 437076102   4,821,599 15,521 SH   SOLE   60 0 15,461
HONEYWELL INTL INC COM 438516106   32,559,374 156,913 SH   SOLE   22,091 0 134,821
IDEX CORP COM COM 45167R104   625,761 2,907 SH   SOLE   0 0 2,907
INTEL CORP COM COM 458140100   879,489 26,300 SH   SOLE   0 0 26,300
INTUIT INC COM COM 461202103   227,720 497 SH   SOLE   0 0 497
INTUITIVE SURGICAL INC NEW COM 46120E602   60,185,085 176,011 SH   SOLE   25,317 0 150,694
ISHARES CORE S&P MID-CAP ETF COM 464287507   270,632 1,035 SH   SOLE   7 0 1,028
ISHARES TRUST CORE MSCI EAFE E COM 46432F842   619,852 9,183 SH   SOLE   0 0 9,183
ISHARES TRUST CORE S&P500 ETF COM 464287200   1,095,109 2,457 SH   SOLE   205 0 2,252
JOHN BEAN TECH COR COM COM 477839104   415,938 3,429 SH   SOLE   0 0 3,429
JOHNSON & JOHNSON COM COM 478160104   4,616,849 27,893 SH   SOLE   108 0 27,785
JOHNSON CONTROLS INTL PLC COM COM G51502105   4,734,674 69,484 SH   SOLE   296 0 69,188
JP MORGAN CHASE & CO COM COM 46625H100   4,979,647 34,238 SH   SOLE   141 0 34,097
L3 HARRIS TECHNOLOGIES INC COM COM 502431109   353,952 1,808 SH   SOLE   0 0 1,808
LABORATORY CORP AMER HLDGS COM COM 50540R409   723,990 3,000 SH   SOLE   0 0 3,000
LINDE PLC NEW COM G54950103   49,242,825 129,219 SH   SOLE   16,897 0 112,322
LITTELFUSE INC COM 537008104   54,779,695 188,046 SH   SOLE   26,642 0 161,404
LVMH MOET HENNESSY VUITTON SE COM 502441306   445,474 2,359 SH   SOLE   0 0 2,359
M & T BANK CORP COM COM 55261F104   476,971 3,854 SH   SOLE   4 0 3,850
MCDONALD'S CORPORATION COM COM 580135101   5,206,508 17,447 SH   SOLE   70 0 17,377
MERCK & CO INC NEW COM COM 58933Y105   5,316,883 46,077 SH   SOLE   192 0 45,885
MICROSOFT CORP COM 594918104   9,693,243 28,464 SH   SOLE   73 0 28,391
MONDELEZ INTL INC CL A COM 609207105   508,319 6,969 SH   SOLE   0 0 6,969
MOOG INC COM CL B COM 615394301   2,268,452 20,946 SH   SOLE   0 0 20,946
NIKE INC COM CL B COM 654106103   3,976,190 36,026 SH   SOLE   163 0 35,863
PALO ALTO NETWORKS INC COM 697435105   69,582,570 272,328 SH   SOLE   38,201 0 234,127
PAYCHEX INC COM COM 704326107   4,281,265 38,270 SH   SOLE   155 0 38,115
PAYCOM SOFTWARE INC COM 70432V102   28,538,062 88,837 SH   SOLE   12,429 0 76,408
PFIZER INC COM COM 717081103   3,711,209 101,178 SH   SOLE   424 0 100,754
PROCTER & GAMBLE CO COM COM 742718109   6,201,475 40,869 SH   SOLE   121 0 40,748
QUALCOMM INC COM COM 747525103   4,101,583 34,455 SH   SOLE   185 0 34,270
S&P GLOBAL INC COM 78409V104   49,591,339 123,703 SH   SOLE   17,563 0 106,140
SCHWAB CHARLES CORP NEW COM 808513105   35,391,903 624,416 SH   SOLE   88,323 0 536,093
SERVICENOW INC COM 81762P102   52,119,717 92,745 SH   SOLE   13,238 0 79,507
SITEONE LANDSCAPE SUPPLY COM 82982L103   43,010,696 256,995 SH   SOLE   36,824 0 220,171
SPDR BLOOMBERG 1 3 MNTH T BLL COM 78468r663   1,832,268 19,955 SH   SOLE   502 0 19,453
SYSCO CORP COM COM 871829107   4,067,829 54,822 SH   SOLE   235 0 54,587
TEXAS INSTRUMENTS INC COM COM 882508104   3,987,623 22,151 SH   SOLE   104 0 22,047
TRANSMEDICS GROUP INC COM 89377M109   68,262,667 812,844 SH   SOLE   117,222 0 695,622
TRUIST FINL CORP COM COM 89832Q109   2,476,348 81,593 SH   SOLE   1,086 0 80,507
TYLER TECHNOLOGIES INC COM 902252105   46,583,694 111,854 SH   SOLE   15,200 0 96,654
U S BANCORP DE NEW COM 902973304   34,398,370 1,041,113 SH   SOLE   123,419 0 917,694
UNITED RENTALS INC COM COM 911363109   223,576 502 SH   SOLE   0 0 502
UNITEDHEALTH GROUP INC COM COM 91324P102   4,296,441 8,939 SH   SOLE   37 0 8,902
VEEVA SYSTEMS INC COM CL A COM 922475108   531,894 2,690 SH   SOLE   0 0 2,690
VERIZON COMMUNICATIONS COM COM 92343V104   3,228,892 86,821 SH   SOLE   451 0 86,370
WALT DISNEY COMPANY (THE) COM COM 254687106   781,468 8,753 SH   SOLE   0 0 8,753
WASTE MANAGEMENT INC COM COM 94106L109   5,302,750 30,577 SH   SOLE   115 0 30,462
WEALTH MINERALS COM COM 946885209   35,338 117,795 SH   SOLE   0 0 117,795
ZIMMER BIOMET HOLDINGS INC COM 98956P102   37,616,847 258,357 SH   SOLE   34,497 0 223,860
ZOETIS INC CL A COM 98978V103   22,316,954 129,592 SH   SOLE   17,589 0 112,003
HONEYWELL INTL INC COM 438516106   216,215 1,042 SH   SOLE   0 0 1,042