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
3M CO COM COM 88579Y101 4,150 26,607 SH   SOLE   39 0 26,568
ADOBE INC COM 00724f101 34,576 79,429 SH   SOLE   14,504 0 64,925
AGILENT TECHNOLOGIES COM 00846u101 21,634 244,812 SH   SOLE   44,052 0 200,759
AMERICAN EXPRESS CO COM COM 025816109 999 10,492 SH   SOLE   59 0 10,433
AMERN TOWER CORP REIT COM 03027x100 12,012 46,461 SH   SOLE   8,626 0 37,835
AMPHENOL CORP CLASS A COM 032095101 16,309 170,223 SH   SOLE   30,168 0 140,055
ANHEUSER BUSCH INBEV ADR SPONS COM 03524A108 646 13,111 SH   SOLE   75 0 13,036
APPLE INC COM COM 037833100 2,629 7,207 SH   SOLE   60 0 7,147
APTARGROUP INC COM COM 038336103 476 4,253 SH   SOLE   1,051 0 3,202
APTIV PLC F COM g6095l109 25,118 322,352 SH   SOLE   58,507 0 263,845
ARMSTRONG WORLD INDS COM 04247x102 22,345 286,626 SH   SOLE   53,406 0 233,220
AT&T INC COM COM 00206R102 425 14,048 SH   SOLE   0 0 14,048
BIO-TECHNE CORP COM 09073m104 43,390 164,311 SH   SOLE   29,665 0 134,646
BOEING CO COM COM 097023105 569 3,106 SH   SOLE   22 0 3,084
BROADCOM INC COM COM 11135F101 1,104 3,497 SH   SOLE   29 0 3,468
CATERPILLAR INC COM COM 149123101 1,109 8,764 SH   SOLE   51 0 8,713
CERIDIAN H C M HOLDING I COM 15677j108 24,841 313,376 SH   SOLE   58,922 0 254,454
CHEVRON CORPORATION COM COM 166764100 1,483 16,618 SH   SOLE   123 0 16,495
CITIGROUP INC COM NEW ISIN#US1 COM 172967424 842 16,473 SH   SOLE   103 0 16,370
CLARIVATE PLC F COM g21810109 22,824 1,022,126 SH   SOLE   193,284 0 828,842
COCA COLA COMPANY COM 191216100 1,061 23,746 SH   SOLE   0 0 23,746
COLGATE PALMOLIVE CO COM COM 194162103 1,503 20,515 SH   SOLE   0 0 20,515
COSTAR GROUP INC COM 22160n109 19,790 27,846 SH   SOLE   5,084 0 22,762
CROWN CASTLE INTL CO REIT COM 22822v101 15,888 94,939 SH   SOLE   16,355 0 78,584
CURE PHARMA HOLDING CORP COM COM 23127P104 18 10,000 SH   SOLE   0 0 10,000
DENTSPLY SIRONA INC COM 24906p109 18,807 426,848 SH   SOLE   80,654 0 346,194
DIAGEO ADR SPONSORED COM 25243Q205 5,411 40,263 SH   SOLE   2,967 0 37,296
DOW INC COM COM 260557103 1,052 25,809 SH   SOLE   165 0 25,644
DRAFTKINGS INC COM 26142r104 32,240 969,345 SH   SOLE   180,905 0 788,440
EDWARDS LIFE SCIENCES COM COM 28176E108 2,073 30,000 SH   SOLE   0 0 30,000
EURONET WORLDWIDE COM 298736109 27,376 285,702 SH   SOLE   52,249 0 233,453
F M C CORP COM 302491303 30,726 308,429 SH   SOLE   59,160 0 249,269
FISERV INC COM 337738108 36,340 372,262 SH   SOLE   67,482 0 304,780
FORTINET INC COM 34959e109 31,055 226,230 SH   SOLE   41,836 0 184,394
GENERAL MILLS INC COM COM 370334104 1,185 19,216 SH   SOLE   167 0 19,049
GLOBAL PAYMENTS INC COM 37940x102 41,894 246,987 SH   SOLE   45,135 0 201,852
GUIDEWIRE SOFTWARE COM 40171v100 16,604 149,792 SH   SOLE   28,596 0 121,196
HOME DEPOT INC COM COM 437076102 1,542 6,156 SH   SOLE   0 0 6,156
I C U MEDICAL INC COM 44930g107 13,481 73,141 SH   SOLE   13,656 0 59,485
IDEX CORP COM COM 45167R104 1,131 7,157 SH   SOLE   0 0 7,157
INTEL CORP COM COM 458140100 1,377 23,015 SH   SOLE   181 0 22,834
INTL FLAVORS& FRAGRA COM 459506101 32,915 268,785 SH   SOLE   50,413 0 218,372
ISHARES S&P 500 COM 464287200 817 2,638 SH   SOLE   48 0 2,590
JOHNSON & JOHNSON COM COM 478160104 1,649 11,724 SH   SOLE   53 0 11,671
JOHNSON CTLS INTL PLC SHS ISIN COM G51502105 901 26,390 SH   SOLE   189 0 26,201
JP MORGAN ETF TRUST ULTRA SHRT COM 46641Q837 5,255 103,596 SH   SOLE   0 0 103,596
JPMORGAN CHASE & CO COM 46625h100 1,926 20,481 SH   SOLE   0 0 20,481
KEURIG DR PEPPER INC COM 49271v100 26,703 940,243 SH   SOLE   169,060 0 771,183
LABORATORY CORP AMER HLDGS COM COM 50540R409 498 3,000 SH   SOLE   0 0 3,000
LINDE PLC F COM g5494j103 29,798 140,486 SH   SOLE   25,130 0 115,356
MCDONALDS CORP COM 580135101 1,231 6,675 SH   SOLE   55 0 6,620
MERCK & CO INC NEW COM COM 58933Y105 1,165 15,067 SH   SOLE   97 0 14,970
MEXUS GOLD US COM COM 593057102 0 35,500 SH   SOLE   0 0 35,500
MICROSOFT CORP COM COM 594918104 1,814 8,914 SH   SOLE   77 0 8,837
MOHAWK INDUSTRIES COM 608190104 19,426 190,905 SH   SOLE   35,499 0 155,406
MONDELEZ INTL INC CL A COM 609207105 397 7,758 SH   SOLE   0 0 7,758
MOOG INC COM CL B COM 615394301 1,110 20,946 SH   SOLE   0 0 20,946
NORDSON CORP COM 655663102 17,194 90,633 SH   SOLE   16,873 0 73,760
PAYCHEX INC COM COM 704326107 1,259 16,617 SH   SOLE   134 0 16,483
PFIZER INC COM COM 717081103 1,003 30,673 SH   SOLE   188 0 30,485
PROCTER & GAMBLE CO COM COM 742718109 2,268 18,964 SH   SOLE   0 0 18,964
RIOT BLOCKCHAIN INC COM COM 767292105 29 13,000 SH   SOLE   0 0 13,000
SERVICEMASTER GLBL COM 81761r109 33,191 929,980 SH   SOLE   170,995 0 758,985
SITEONE LANDSCAPE SUPPLY COM 82982l103 14,968 131,329 SH   SOLE   25,669 0 105,660
SPLUNK INC COM 848637104 14,266 71,797 SH   SOLE   13,185 0 58,612
SS&C TECHNOLOGS HLDG COM 78467j100 26,086 461,855 SH   SOLE   85,069 0 376,786
SYSCO CORP COM COM 871829107 962 17,606 SH   SOLE   149 0 17,457
TRANSMEDICS GROUP INC COM 89377m109 13,543 755,723 SH   SOLE   138,272 0 617,451
TRANSUNION COM 89400j107 40,727 467,915 SH   SOLE   84,645 0 383,270
TRAVELERS COMPANIES INC COM COM 89417E109 1,119 9,809 SH   SOLE   59 0 9,750
TRUIST FINL CORP COM COM 89832Q109 819 21,811 SH   SOLE   154 0 21,657
VANGUARD PRIME MONEY MARKET FU COM 922906201 100 100,379 SH   SOLE   0 0 100,379
VANGUARD S&P 500 ETF SHS COM 922908363 732 2,581 SH   SOLE   122 0 2,459
VEEVA SYSTEMS INC COM CL A COM 922475108 1,407 6,000 SH   SOLE   0 0 6,000
VERIZON COMMUNICATIONS COM COM 92343V104 1,110 20,140 SH   SOLE   114 0 20,026
WALT DISNEY COMPANY (THE) COM COM 254687106 1,165 10,446 SH   SOLE   73 0 10,373
WASTE MANAGEMENT INC COM COM 94106L109 1,402 13,236 SH   SOLE   125 0 13,111
ZOETIS INC CLASS A COM 98978v103 17,116 124,899 SH   SOLE   23,146 0 101,754