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
NOVO NORDISK A/S ADR SPONSORED ADR 670100205 205 1,841 SH   SOLE   0 0 1,841
TENCENT HLDGS LTD ADR ISIN#US8 ADR 88032Q109 234 5,146 SH   SOLE   0 0 5,146
3M COMPANY COM COM 88579Y101 6,471 50,001 SH   SOLE   151 0 49,850
9 METERS BIOPHARMA INC COM COM 654405109 3 10,000 SH   SOLE   0 0 10,000
ADOBE INC COM 00724f101 36,453 99,582 SH   SOLE   14,170 0 85,412
AMERICAN EXPRESS CO COM COM 025816109 3,956 28,540 SH   SOLE   134 0 28,406
AMPHENOL CORP CLASS A COM 032095101 24,864 386,209 SH   SOLE   52,265 0 333,944
APPLE INC COM COM 037833100 8,360 61,144 SH   SOLE   143 0 61,001
APTIV PLC F COM g6095l109 25,624 287,685 SH   SOLE   46,212 0 241,473
ARGO BLOCKCHAIN PLC COM COM G053A3104 20 51,000 SH   SOLE   0 0 51,000
AT&T INC COM COM 00206R102 294 14,048 SH   SOLE   0 0 14,048
AUTOMATIC DATA PROCESSING INC COM 053015103 357 1,699 SH   SOLE   0 0 1,699
BENEFIT STREET PARTNERS MULTIF COM 11199N107 213 12,938 SH   SOLE   0 0 12,938
BIO-TECHNE CORP COM 09073m104 33,757 97,382 SH   SOLE   14,150 0 83,232
BLACKROCK INC COM COM 09247X101 4,913 8,067 SH   SOLE   39 0 8,028
BLOCKCHAIN FOUNDRY INC COM COM 09368R107 6 112,000 SH   SOLE   0 0 112,000
BOEING CO COM COM 097023105 2,995 21,903 SH   SOLE   144 0 21,759
BROADCOM INC COM COM 11135F101 4,411 9,079 SH   SOLE   38 0 9,041
BROADSTONE NET LEASE INC COM U COM 11135E203 688 33,554 SH   SOLE   0 0 33,554
CATALENT INC COM 148806102 29,891 278,599 SH   SOLE   41,621 0 236,978
CATERPILLAR INC COM COM 149123101 4,117 23,029 SH   SOLE   106 0 22,923
CHEVRON CORPORATION COM COM 166764100 5,206 35,959 SH   SOLE   140 0 35,819
COCA-COLA CO COM COM 191216100 4,759 75,642 SH   SOLE   335 0 75,307
COLGATE-PALMOLIVE CO COM COM 194162103 657 8,200 SH   SOLE   0 0 8,200
COSTAR GROUP INC COM 22160n109 29,248 484,150 SH   SOLE   72,793 0 411,357
CROWN CASTLE INC COM USD0.01 COM 22822V101 4,057 24,094 SH   SOLE   119 0 23,975
CURE PHARMA HOLDING CORP COM COM 23127P104 33 127,000 SH   SOLE   0 0 127,000
DANAHER CORP COM 235851102 29,536 116,502 SH   SOLE   16,898 0 99,603
DISH NETWORK CORPORATION COM C COM 25470M109 286 15,950 SH   SOLE   0 0 15,950
DMG BLOCKCHAIN SOLUTIONS INC C COM 23345B200 2 10,000 SH   SOLE   0 0 10,000
DOW INC COM COM 260557103 3,749 72,649 SH   SOLE   356 0 72,293
DRAFTKINGS INC NEW CLASS A COM 26142v105 11,283 966,800 SH   SOLE   135,569 0 831,231
EDWARDS LIFE SCIENCES COM COM 28176E108 3,430 36,072 SH   SOLE   0 0 36,072
ENTEGRIS INC COM 29362u104 21,791 236,526 SH   SOLE   34,215 0 202,311
EXXON MOBIL CORPORATION COM COM 30231G102 375 4,376 SH   SOLE   0 0 4,376
FORTINET INC COM 34959e109 383 6,775 SH   SOLE   0 0 6,775
GENERAL MILLS INC COM COM 370334104 5,017 66,498 SH   SOLE   302 0 66,196
GLOBAL PAYMENTS INC COM 37940x102 32,305 291,984 SH   SOLE   42,283 0 249,701
GRACO INC COM 384109104 26,321 443,039 SH   SOLE   64,385 0 378,654
GRAPH BLOCKCHAIN INC COM COM 388659104 0 10,000 SH   SOLE   0 0 10,000
HOME DEPOT INC COM 437076102 4,602 16,778 SH   SOLE   71 0 16,707
HONEYWELL INTL INC COM 438516106 34,389 197,853 SH   SOLE   26,911 0 170,942
IDEX CORP COM COM 45167R104 528 2,907 SH   SOLE   0 0 2,907
ILLUMINA INC COM 452327109 21,218 115,091 SH   SOLE   17,212 0 97,879
INTEL CORP COM COM 458140100 3,162 84,516 SH   SOLE   511 0 84,005
INTUITIVE SURGICAL COM 46120e602 21,275 105,997 SH   SOLE   15,836 0 90,161
IQVIA HOLDINGS INC COM COM 46266C105 204 940 SH   SOLE   0 0 940
ISHARES TRUST CORE S&P500 ETF COM 464287200 1,734 4,573 SH   SOLE   180 0 4,393
JOHN BEAN TECHS CORP COM 477839104 32,947 298,381 SH   SOLE   46,806 0 251,575
JOHNSON & JOHNSON COM COM 478160104 5,070 28,559 SH   SOLE   117 0 28,442
JOHNSON CTLS INTL PLC SHS ISIN COM G51502105 3,761 78,556 SH   SOLE   383 0 78,173
JP MORGAN CHASE & CO COM COM 46625H100 4,259 37,824 SH   SOLE   178 0 37,646
KEURIG DR PEPPER INC COM COM 49271V100 349 9,852 SH   SOLE   464 0 9,388
L3HARRIS TECHNOLOGIES IN COM 502431109 27,528 113,892 SH   SOLE   16,345 0 97,547
LABORATORY CORP AMER HLDGS COM COM 50540R409 703 3,000 SH   SOLE   0 0 3,000
LINDE PLC F COM g5494j103 39,584 137,669 SH   SOLE   19,040 0 118,629
LITTELFUSE INC COM 537008104 33,992 133,807 SH   SOLE   19,656 0 114,150
LVMH MOET HENNESSY VUITTON SE COM 502441306 288 2,359 SH   SOLE   0 0 2,359
M & T BANK CORP COM COM 55261F104 357 2,240 SH   SOLE   0 0 2,240
MCDONALD'S CORPORATION COM COM 580135101 4,827 19,553 SH   SOLE   85 0 19,468
MERCK & CO INC NEW COM COM 58933Y105 5,122 56,181 SH   SOLE   241 0 55,940
MICROSOFT CORP COM 594918104 10,203 39,725 SH   SOLE   89 0 39,636
MONDELEZ INTL INC CL A COM 609207105 428 6,900 SH   SOLE   0 0 6,900
MOOG INC COM CL B COM 615394301 1,671 20,946 SH   SOLE   0 0 20,946
NIKE INC COM CL B COM 654106103 3,801 37,193 SH   SOLE   188 0 37,005
PALO ALTO NETWORKS COM 697435105 44,064 89,209 SH   SOLE   13,323 0 75,886
PAYCHEX INC COM COM 704326107 4,615 40,528 SH   SOLE   173 0 40,355
PAYCOM SOFTWARE INC COM 70432v102 21,913 78,226 SH   SOLE   10,669 0 67,557
PFIZER INC COM COM 717081103 5,174 98,686 SH   SOLE   427 0 98,259
PROCTER & GAMBLE CO COM COM 742718109 6,048 42,062 SH   SOLE   138 0 41,924
QUALCOMM INC COM COM 747525103 4,351 34,063 SH   SOLE   180 0 33,883
S&P GLOBAL INC COM 78409v104 30,152 89,457 SH   SOLE   13,027 0 76,430
SERVICE NOW INC COM 81762p102 326 685 SH   SOLE   0 0 685
SITEONE LANDSCAPE SUPPLY COM 82982l103 26,983 226,992 SH   SOLE   32,286 0 194,706
SPDR GOLD TRUST GOLD SHS ETF COM 78463V107 233 1,383 SH   SOLE   0 0 1,383
SPLUNK INC COM 848637104 204 2,310 SH   SOLE   150 0 2,160
STATERA BIOPHARMA INC COM COM 857561104 4 13,570 SH   SOLE   0 0 13,570
SYSCO CORP COM COM 871829107 4,740 55,953 SH   SOLE   249 0 55,704
TRANSMEDICS GROUP INC COM 89377m109 49,929 1,587,557 SH   SOLE   239,363 0 1,348,194
TRAVELERS COMPANIES INC COM COM 89417E109 4,761 28,151 SH   SOLE   124 0 28,027
TRUIST FINL CORP COM COM 89832Q109 4,121 86,889 SH   SOLE   1,063 0 85,826
US BANCORP COM COM 902973304 215 4,666 SH   SOLE   0 0 4,666
VEEVA SYSTEMS INC COM CL A COM 922475108 1,327 6,700 SH   SOLE   0 0 6,700
VERIZON COMMUNICATIONS COM COM 92343V104 4,635 91,337 SH   SOLE   436 0 90,901
WALT DISNEY CO COM 254687106 26,838 284,299 SH   SOLE   40,360 0 243,939
WASTE MANAGEMENT INC COM COM 94106L109 5,003 32,703 SH   SOLE   134 0 32,569
WEALTH MINERALS COM COM 946885209 26 97,795 SH   SOLE   0 0 97,795
ZIMMER BIOMET HLDGS COM 98956p102 38,021 361,899 SH   SOLE   51,529 0 310,370
ZOETIS INC CLASS A COM 98978v103 23,419 136,241 SH   SOLE   19,298 0 116,944