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 4,219 38,180 SH   SOLE   115 0 38,065
9 METERS BIOPHARMA INC COM COM 654405208 2 10,000 SH   SOLE   0 0 10,000
ADOBE INC COM 00724f101 29,815 108,341 SH   SOLE   15,784 0 92,557
AMERICAN EXPRESS CO COM COM 025816109 3,878 28,746 SH   SOLE   99 0 28,647
AMPHENOL CORP CLASS A COM 032095101 25,125 375,229 SH   SOLE   50,864 0 324,365
APPLE INC COM COM 037833100 6,667 48,239 SH   SOLE   108 0 48,131
APTIV PLC F COM g6095l109 24,288 310,543 SH   SOLE   45,923 0 264,620
ARGO BLOCKCHAIN PLC COM COM G053A3104 19 51,000 SH   SOLE   0 0 51,000
AT&T INC COM COM 00206R102 246 16,048 SH   SOLE   0 0 16,048
AUTOMATIC DATA PROCESSING INC COM 053015103 416 1,839 SH   SOLE   0 0 1,839
BENEFIT STREET PARTNERS MULTIF COM 11199N107 250 12,973 SH   SOLE   0 0 12,973
BIO-TECHNE CORP COM 09073m104 33,987 119,671 SH   SOLE   17,761 0 101,910
BLACKROCK INC COM COM 09247X101 4,410 8,015 SH   SOLE   30 0 7,985
BLOCKCHAIN FOUNDRY INC .2155:1 COM 09368R107 6 112,000 SH   SOLE   0 0 112,000
BOEING CO COM COM 097023105 3,092 25,533 SH   SOLE   133 0 25,400
BOOKING HOLDINGS INC COM 09857l108 15,696 9,552 SH   SOLE   1,525 0 8,027
BROADCOM INC COM COM 11135F101 4,033 9,083 SH   SOLE   28 0 9,055
BROADSTONE NET LEASE INC COM U COM 11135E203 521 33,554 SH   SOLE   0 0 33,554
CATALENT INC COM 148806102 18,272 252,522 SH   SOLE   37,891 0 214,631
CATERPILLAR INS COM COM 149123101 3,918 23,878 SH   SOLE   80 0 23,798
CHEVRON CORPORATION COM COM 166764100 5,136 35,750 SH   SOLE   107 0 35,643
COCA-COLA CO COM COM 191216100 4,212 75,191 SH   SOLE   258 0 74,933
COLGATE-PALMOLIVE CO COM COM 194162103 562 8,000 SH   SOLE   0 0 8,000
COSTAR GROUP INC COM 22160n109 32,612 468,224 SH   SOLE   70,618 0 397,606
CROWN CASTLE INC COM COM 22822V101 3,462 23,952 SH   SOLE   90 0 23,862
CURE PHARMA HOLDING CORP COM COM 23127P104 33 127,000 SH   SOLE   0 0 127,000
DANAHER CORP COM 235851102 29,271 113,324 SH   SOLE   16,414 0 96,910
DISH NETWORK CORPORATION COM C COM 25470M109 248 17,950 SH   SOLE   0 0 17,950
DMG BLOCKCHAIN SOLUTIONS INC C COM 23345B200 2 10,000 SH   SOLE   0 0 10,000
DOW INC COM COM 260557103 3,301 75,151 SH   SOLE   265 0 74,886
EDWARDS LIFE SCIENCES COM COM 28176E108 1,989 24,072 SH   SOLE   0 0 24,072
EXXON MOBIL CORPORATION COM COM 30231G102 378 4,326 SH   SOLE   0 0 4,326
GENERAL MILLS INC COM COM 370334104 5,042 65,817 SH   SOLE   239 0 65,578
GLOBAL PAYMENTS INC COM 37940x102 17,226 159,427 SH   SOLE   24,053 0 135,374
GRACO INC COM 384109104 25,798 430,333 SH   SOLE   62,311 0 368,022
GRAPH BLOCKCHAIN INC COM COM 388659104 0 10,000 SH   SOLE   0 0 10,000
HOME DEPOT INC COM 437076102 4,569 16,560 SH   SOLE   53 0 16,507
HONEYWELL INTL INC COM 438516106 32,381 193,932 SH   SOLE   26,077 0 167,855
IDEX CORP COM COM 45167R104 581 2,907 SH   SOLE   0 0 2,907
ILLUMINA INC COM 452327109 14,633 76,696 SH   SOLE   11,434 0 65,262
INTEL CORP COM COM 458140100 2,232 86,625 SH   SOLE   389 0 86,236
INTUITIVE SURGICAL COM 46120e602 35,205 187,818 SH   SOLE   27,883 0 159,935
ISHARES TRUST CORE S&P500 ETF COM 464287200 1,224 3,413 SH   SOLE   180 0 3,233
JOHN BEAN TECHS CORP COM 477839104 25,372 295,021 SH   SOLE   45,524 0 249,497
JOHNSON & JOHNSON COM COM 478160104 4,702 28,781 SH   SOLE   90 0 28,691
JOHNSON CTLS INTL PLC SHS ISIN COM G51502105 3,840 78,020 SH   SOLE   285 0 77,735
JP MORGAN CHASE & CO COM COM 46625H100 4,027 38,539 SH   SOLE   137 0 38,402
KEURIG DR PEPPER INC COM COM 49271V100 348 9,726 SH   SOLE   35 0 9,691
L3HARRIS TECHNOLOGIES IN COM 502431109 22,632 108,894 SH   SOLE   15,280 0 93,615
LABORATORY CORP AMER HLDGS COM COM 50540R409 614 3,000 SH   SOLE   0 0 3,000
LINDE PLC F COM g5494j103 36,310 134,688 SH   SOLE   18,474 0 116,213
LITTELFUSE INC COM 537008104 39,245 197,520 SH   SOLE   28,903 0 168,617
LVMH MOET HENNESSY VUITTON SE COM 502441306 277 2,359 SH   SOLE   0 0 2,359
M & T BANK CORP COM COM 55261F104 395 2,240 SH   SOLE   0 0 2,240
MCDONALDS CORP COM COM 580135101 4,442 19,252 SH   SOLE   66 0 19,186
MERCK & CO INC NEW COM COM 58933Y105 4,800 55,730 SH   SOLE   188 0 55,542
MICROSOFT CORP COM 594918104 4,733 20,324 SH   SOLE   70 0 20,254
MONDELEZ INTL INC CL A COM 609207105 367 6,693 SH   SOLE   0 0 6,693
MOOG INC COM CL B COM 615394301 1,443 20,946 SH   SOLE   0 0 20,946
NIKE INC COM CL B COM 654106103 3,120 37,541 SH   SOLE   145 0 37,396
PALO ALTO NETWORKS INCORPORATE COM 697435105 41,549 253,671 SH   SOLE   38,742 0 214,929
PAYCHEX INC COM COM 704326107 4,345 38,720 SH   SOLE   132 0 38,588
PAYCOM SOFTWARE INC COM 70432v102 25,006 75,778 SH   SOLE   10,346 0 65,432
PFIZER INC COM COM 717081103 4,308 98,444 SH   SOLE   337 0 98,107
PORCH GROUP INC COM COM 733245104 39 17,500 SH   SOLE   0 0 17,500
PROCTER & GAMBLE CO COM COM 742718109 5,347 42,354 SH   SOLE   105 0 42,249
QUALCOMM INC COM COM 747525103 3,848 34,056 SH   SOLE   145 0 33,911
S&P GLOBAL INC COM 78409v104 26,653 87,285 SH   SOLE   12,661 0 74,624
SERVICE NOW INC COM 81762p102 21,430 56,751 SH   SOLE   8,479 0 48,272
SITEONE LANDSCAPE SUPPLY COM 82982l103 27,752 266,487 SH   SOLE   39,564 0 226,923
SPDR GOLD TRUST GOLD SHS ETF COM 78463V107 214 1,383 SH   SOLE   0 0 1,383
STATERA BIOPHARMA INC COM COM 857561104 2 13,570 SH   SOLE   0 0 13,570
SYSCO CORP COM COM 871829107 3,930 55,572 SH   SOLE   192 0 55,380
TRANSMEDICS GROUP INC COM 89377m109 56,064 1,343,163 SH   SOLE   204,549 0 1,138,614
TRAVELERS COMPANIES INC COM COM 89417E109 4,328 28,249 SH   SOLE   96 0 28,153
TRUIST FINL CORP COM COM 89832Q109 3,784 86,903 SH   SOLE   962 0 85,941
VEEVA SYSTEMS INC COM CL A COM 922475108 602 3,650 SH   SOLE   0 0 3,650
VERIZON COMMUNICATIONS COM COM 92343V104 3,600 94,806 SH   SOLE   342 0 94,464
WALT DISNEY CO COM 254687106 26,580 281,776 SH   SOLE   39,158 0 242,618
WASTE MANAGEMENT INC COM COM 94106L109 5,169 32,266 SH   SOLE   103 0 32,163
WEALTH MINERALS COM COM 946885209 15 97,795 SH   SOLE   0 0 97,795
ZIMMER BIOMET HLDGS COM 98956p102 35,847 342,867 SH   SOLE   49,983 0 292,884
ZOETIS INC CLASS A COM 98978v103 19,607 132,221 SH   SOLE   18,748 0 113,473
HONEYWELL INTL INC COM 438516106 224 1,342 SH   SOLE   0 0 1,342
GSR II METEORA ACQUISITION COR WT 36263W121 3 16,760 SH   SOLE   0 0 16,760