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 COMPANY COM COM 88579Y101 4,293 26,804 SH   SOLE   15 0 26,789
9 METERS BIOPHARMA INC COM COM 654405109 8 10,000 SH   SOLE   0 0 10,000
ADOBE INC COM 00724f101 29,360 59,866 SH   SOLE   10,595 0 49,271
AGILENT TECHNOLOGIES COM 00846u101 24,889 246,574 SH   SOLE   44,175 0 202,398
AMERICAN EXPRESS CO COM COM 025816109 1,171 11,684 SH   SOLE   22 0 11,662
AMERN TOWER CORP REIT COM 03027x100 11,604 48,002 SH   SOLE   8,731 0 39,271
AMPHENOL CORP CLASS A COM 032095101 19,869 183,510 SH   SOLE   30,384 0 153,126
ANHEUSER BUSCH INBEV ADR SPONS COM 03524A108 786 14,583 SH   SOLE   28 0 14,555
APPLE INC COM COM 037833100 3,313 28,604 SH   SOLE   92 0 28,512
APTARGROUP INC COM COM 038336103 382 3,377 SH   SOLE   175 0 3,202
APTIV PLC F COM g6095l109 30,337 330,900 SH   SOLE   59,634 0 271,266
ARMSTRONG WORLD INDS COM 04247x102 16,481 239,522 SH   SOLE   46,329 0 193,193
AT&T INC COM COM 00206R102 414 14,504 SH   SOLE   0 0 14,504
BIO-TECHNE CORP COM 09073m104 34,349 138,657 SH   SOLE   25,137 0 113,519
BOEING CO COM COM 097023105 495 2,992 SH   SOLE   8 0 2,984
BROADCOM INC COM COM 11135F101 1,327 3,643 SH   SOLE   11 0 3,632
CATERPILLAR INC COM COM 149123101 1,328 8,904 SH   SOLE   19 0 8,885
CERIDIAN H C M HOLDING I COM 15677j108 26,005 314,636 SH   SOLE   56,567 0 258,069
CHEVRON CORPORATION COM COM 166764100 1,287 17,869 SH   SOLE   47 0 17,822
CHURCHILL CAP CORP III CLASS A COM 17144c104 36,468 3,557,865 SH   SOLE   632,257 0 2,925,608
CITIGROUP INC COM NEW ISIN#US1 COM 172967424 841 19,509 SH   SOLE   39 0 19,470
CLARIVATE PLC F COM g21810109 31,525 1,017,262 SH   SOLE   185,385 0 831,877
COCA COLA COMPANY COM 191216100 1,239 25,089 SH   SOLE   0 0 25,089
COLGATE PALMOLIVE CO COM COM 194162103 1,669 21,633 SH   SOLE   0 0 21,633
COSTAR GROUP INC COM 22160n109 23,749 27,989 SH   SOLE   4,939 0 23,050
CROWN CASTLE INTL CO REIT COM 22822v101 16,365 98,289 SH   SOLE   16,550 0 81,739
CURE PHARMA HOLDING CORP COM COM 23127P104 14 10,000 SH   SOLE   0 0 10,000
DIAGEO ADR SPONSORED COM 25243Q205 7,745 56,262 SH   SOLE   5,017 0 51,245
DOW INC COM COM 260557103 1,193 25,352 SH   SOLE   63 0 25,289
DRAFTKINGS INC COM 26142r104 55,658 945,918 SH   SOLE   169,619 0 776,299
EDWARDS LIFE SCIENCES COM COM 28176E108 2,395 30,007 SH   SOLE   0 0 30,007
EURONET WORLDWIDE COM 298736109 27,305 299,725 SH   SOLE   52,238 0 247,487
F M C CORP COM 302491303 33,362 315,000 SH   SOLE   58,285 0 256,715
FISERV INC COM 337738108 49,507 480,417 SH   SOLE   84,939 0 395,478
FORTINET INC COM 34959e109 27,423 232,777 SH   SOLE   41,017 0 191,760
GENERAL MILLS INC COM COM 370334104 1,278 20,713 SH   SOLE   64 0 20,649
GLOBAL PAYMENTS INC COM 37940x102 44,572 250,997 SH   SOLE   44,596 0 206,401
GUIDEWIRE SOFTWARE COM 40171v100 16,098 154,387 SH   SOLE   27,875 0 126,512
HOME DEPOT INC COM COM 437076102 1,762 6,344 SH   SOLE   0 0 6,344
IDEX CORP COM COM 45167R104 1,306 7,157 SH   SOLE   0 0 7,157
INTEL CORP COM COM 458140100 1,363 26,319 SH   SOLE   69 0 26,250
INTL FLAVORS& FRAGRA COM 459506101 32,726 267,259 SH   SOLE   49,335 0 217,924
ISHARES TR CORE MSCI EAFE ETF COM 46432F842 207 3,430 SH   SOLE   0 0 3,430
ISHARES TRUST CORE S&P500 ETF COM 464287200 888 2,643 SH   SOLE   0 0 2,643
JOHNSON & JOHNSON COM COM 478160104 1,819 12,216 SH   SOLE   20 0 12,196
JOHNSON CTLS INTL PLC SHS ISIN COM G51502105 1,102 26,979 SH   SOLE   72 0 26,907
JP MORGAN ETF TRUST ULTRA SHRT COM 46641Q837 5,675 111,731 SH   SOLE   2 0 111,729
JPMORGAN CHASE & CO COM 46625h100 17,722 184,084 SH   SOLE   29,018 0 155,066
KEURIG DR PEPPER INC COM 49271v100 26,716 967,971 SH   SOLE   172,150 0 795,821
L3HARRIS TECHNOLOGIES IN COM 502431109 23,820 140,253 SH   SOLE   24,861 0 115,392
LABORATORY CORP AMER HLDGS COM COM 50540R409 565 3,000 SH   SOLE   0 0 3,000
LINDE PLC F COM g5494j103 33,963 142,623 SH   SOLE   25,197 0 117,427
MCDONALDS CORP COM 580135101 1,503 6,846 SH   SOLE   0 0 6,846
MERCK & CO INC NEW COM COM 58933Y105 1,318 15,883 SH   SOLE   37 0 15,846
MICROSOFT CORP COM COM 594918104 1,980 9,416 SH   SOLE   30 0 9,386
MONDELEZ INTL INC CL A COM 609207105 429 7,465 SH   SOLE   0 0 7,465
MOOG INC COM CL B COM 615394301 1,346 20,946 SH   SOLE   0 0 20,946
NEWMARK GROUP INC CL A COM 65158N102 43 10,000 SH   SOLE   0 0 10,000
NORDSON CORP COM 655663102 18,027 93,979 SH   SOLE   17,033 0 76,946
PAYCHEX INC COM COM 704326107 1,407 17,636 SH   SOLE   51 0 17,585
PFIZER INC COM COM 717081103 1,220 33,252 SH   SOLE   72 0 33,180
PROCTER & GAMBLE CO COM COM 742718109 2,680 19,281 SH   SOLE   0 0 19,281
RIOT BLOCKCHAIN INC COM COM 767292105 35 13,000 SH   SOLE   0 0 13,000
Rockwell Medical, Inc. COM 774374102 11 10,000 SH   SOLE   0 0 10,000
SERVICEMASTER GLBL COM 81761r109 37,266 934,453 SH   SOLE   167,685 0 766,768
SITEONE LANDSCAPE SUPPLY COM 82982l103 16,167 132,568 SH   SOLE   24,708 0 107,860
SPLUNK INC COM 848637104 36,354 193,241 SH   SOLE   33,962 0 159,279
SS&C TECHNOLOGS HLDG COM 78467j100 29,003 479,231 SH   SOLE   84,804 0 394,427
SYSCO CORP COM COM 871829107 1,179 18,955 SH   SOLE   57 0 18,898
TRANSMEDICS GROUP INC COM 89377m109 15,907 1,154,331 SH   SOLE   162,106 0 992,225
TRANSUNION COM 89400j107 40,254 478,478 SH   SOLE   83,316 0 395,163
TRAVELERS COMPANIES INC COM COM 89417E109 1,126 10,404 SH   SOLE   22 0 10,382
TRUIST FINL CORP COM COM 89832Q109 894 23,505 SH   SOLE   59 0 23,446
U S BANCORP COM 902973304 13,911 388,027 SH   SOLE   68,654 0 319,373
VANGUARD PRIME MONEY MARKET FU COM 922906201 100 100,115 SH   SOLE   0 0 100,115
VANGUARD S&P 500 ETF SHS COM 922908363 6,807 22,125 SH   SOLE   124 0 22,001
VANGUARD SCOTTSDALE FDS VANGUA COM 92206C870 905 9,450 SH   SOLE   0 0 9,450
VEEVA SYSTEMS INC COM CL A COM 922475108 1,406 5,000 SH   SOLE   0 0 5,000
VERIZON COMMUNICATIONS COM COM 92343V104 1,266 21,286 SH   SOLE   43 0 21,243
WALT DISNEY COMPANY (THE) COM COM 254687106 1,372 11,056 SH   SOLE   28 0 11,028
WASTE MANAGEMENT INC COM COM 94106L109 1,560 13,787 SH   SOLE   0 0 13,787
ZOETIS INC CLASS A COM 98978v103 21,194 128,163 SH   SOLE   23,397 0 104,767