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
NOVO NORDISK A/S ADR SPONSORED ADR 670100205   249,161 1,841 SH   SOLE   0 0 1,841
TENCENT HOLDINGS LIMITED ADR U ADR 88032Q109   217,985 5,146 SH   SOLE   0 0 5,146
3M CO COM COM 88579Y101   3,682,264 30,706 SH   SOLE   115 0 30,591
ADOBE INC COM 00724f101   34,291,125 101,896 SH   SOLE   15,340 0 86,556
ALPHABET INC. CLASS A COM 02079k305   215,105 2,438 SH   SOLE   100 0 2,338
AMERICAN EXPRESS CO COM COM 025816109   3,571,044 24,169 SH   SOLE   99 0 24,070
AMPHENOL CORP CLASS A COM 032095101   27,932,282 366,854 SH   SOLE   49,597 0 317,257
APPLE INC COM COM 037833100   6,000,152 46,180 SH   SOLE   108 0 46,072
APTIV PLC F COM g6095l109   28,287,651 303,744 SH   SOLE   44,684 0 259,060
ARGO BLOCKCHAIN PLC COM COM G053A3104   4,697 51,000 SH   SOLE   0 0 51,000
AT&T INC COM COM 00206R102   313,854 17,048 SH   SOLE   0 0 17,048
AUTOMATIC DATA PROCESSING INC COM 053015103   422,543 1,769 SH   SOLE   0 0 1,769
BENEFIT STREET PARTNERS MULTIF COM 11199N107   234,776 13,109 SH   SOLE   0 0 13,109
BIO-TECHNE CORP COM 09073m104   38,816,541 468,346 SH   SOLE   69,095 0 399,252
BLACKROCK INC COM COM 09247X101   5,658,411 7,985 SH   SOLE   30 0 7,955
BOEING CO COM COM 097023105   4,698,341 24,664 SH   SOLE   133 0 24,531
BOOKING HOLDINGS INC COM 09857l108   18,798,532 9,328 SH   SOLE   1,483 0 7,845
BROADCOM INC COM COM 11135F101   4,627,919 8,277 SH   SOLE   28 0 8,249
BROADSTONE NET LEASE INC COM U COM 11135E203   543,910 33,554 SH   SOLE   0 0 33,554
CATALENT INC COM COM 148806102   250,278 5,560 SH   SOLE   61 0 5,499
CATERPILLAR INC COM COM 149123101   5,650,023 23,585 SH   SOLE   80 0 23,505
CHEVRON CORPORATION COM COM 166764100   6,492,782 36,173 SH   SOLE   107 0 36,066
COCA-COLA CO COM COM 191216100   4,443,922 69,862 SH   SOLE   258 0 69,604
COLGATE-PALMOLIVE CO COM COM 194162103   630,320 8,000 SH   SOLE   0 0 8,000
COSTAR GROUP INC COM 22160n109   32,488,087 420,394 SH   SOLE   62,851 0 357,543
CROWN CASTLE INC COM COM 22822V101   2,730,704 20,132 SH   SOLE   90 0 20,042
CURE PHARMA HOLDING CORP COM COM 23127P104   19,933 127,000 SH   SOLE   0 0 127,000
DANAHER CORP COM 235851102   29,462,302 111,003 SH   SOLE   16,022 0 94,981
DISH NETWORK CORPORATION COM C COM 25470M109   223,938 15,950 SH   SOLE   0 0 15,950
DMG BLOCKCHAIN SOLUTIONS INC C COM 23345B200   1,000 10,000 SH   SOLE   0 0 10,000
DOW INC COM COM 260557103   3,349,423 66,470 SH   SOLE   265 0 66,205
EDWARDS LIFESCIENCES CORP COM COM 28176E108   1,796,012 24,072 SH   SOLE   0 0 24,072
EXXON MOBIL CORPORATION COM COM 30231G102   477,158 4,326 SH   SOLE   0 0 4,326
GENERAL MILLS INC COM COM 370334104   5,418,837 64,625 SH   SOLE   239 0 64,386
GLOBAL PAYMENTS INC COM COM 37940X102   14,986,019 150,886 SH   SOLE   23,510 0 127,376
GRACO INC COM 384109104   27,296,604 405,837 SH   SOLE   60,608 0 345,229
GRAYSCALE BITCOIN TRUST BTC CO COM 389637109   93,619 11,293 SH   SOLE   80 0 11,213
HOME DEPOT INC COM 437076102   5,146,781 16,294 SH   SOLE   53 0 16,241
HONEYWELL INTL INC COM 438516106   36,399,055 169,851 SH   SOLE   23,229 0 146,622
IDEX CORP COM COM 45167R104   663,755 2,907 SH   SOLE   0 0 2,907
INTEL CORP COM COM 458140100   760,801 28,785 SH   SOLE   0 0 28,785
INTUITIVE SURGICAL COM 46120e602   48,497,223 182,767 SH   SOLE   26,937 0 155,830
ISHARES CORE S&P MID-CAP ETF COM 464287507   267,288 1,105 SH   SOLE   0 0 1,105
ISHARES TRUST CORE S&P500 ETF COM 464287200   1,368,556 3,562 SH   SOLE   205 0 3,357
JOHN BEAN TECHS CORP COM 477839104   24,902,192 272,662 SH   SOLE   44,207 0 228,455
JOHNSON & JOHNSON COM COM 478160104   4,719,735 26,718 SH   SOLE   90 0 26,628
JOHNSON CONTROLS INTL PLC COM COM G51502105   4,904,768 76,637 SH   SOLE   285 0 76,352
JP MORGAN CHASE & CO COM COM 46625H100   5,074,813 37,843 SH   SOLE   137 0 37,706
KEURIG DR PEPPER INC COM COM 49271V100   350,324 9,824 SH   SOLE   133 0 9,691
L3 HARRIS TECHNOLOGIES INC COM COM 502431109   619,008 2,973 SH   SOLE   26 0 2,947
LABORATORY CORP AMER HLDGS COM COM 50540R409   706,440 3,000 SH   SOLE   0 0 3,000
LINDE PLC F COM g5494j103   43,036,613 131,941 SH   SOLE   17,929 0 114,012
LITTELFUSE INC COM 537008104   42,149,252 191,413 SH   SOLE   28,016 0 163,397
LVMH MOET HENNESSY VUITTON SE COM 502441306   341,748 2,359 SH   SOLE   0 0 2,359
M & T BANK CORP COM COM 55261F104   324,934 2,240 SH   SOLE   0 0 2,240
MCDONALD'S CORPORATION COM COM 580135101   5,000,745 18,976 SH   SOLE   66 0 18,910
MERCK & CO INC COM COM 58933Y105   6,086,440 54,857 SH   SOLE   188 0 54,669
MICROSOFT CORP COM 594918104   7,440,653 31,026 SH   SOLE   70 0 30,956
MONDELEZ INTL INC COM CL A COM 609207105   446,088 6,693 SH   SOLE   0 0 6,693
MOOG INC COM CL B COM 615394301   1,820,626 20,946 SH   SOLE   0 0 20,946
NIKE INC COM CL B COM 654106103   4,134,197 35,332 SH   SOLE   145 0 35,187
PALO ALTO NETWORKS INCORPORATE COM 697435105   38,888,403 278,690 SH   SOLE   40,372 0 238,318
PAYCHEX INC COM COM 704326107   4,022,181 34,806 SH   SOLE   132 0 34,674
PAYCOM SOFTWARE INC COM 70432v102   22,304,772 71,879 SH   SOLE   10,094 0 61,785
PFIZER INC COM COM 717081103   4,945,249 96,511 SH   SOLE   337 0 96,174
PROCTER & GAMBLE CO COM COM 742718109   5,936,139 39,167 SH   SOLE   105 0 39,062
QUALCOMM INC COM COM 747525103   3,339,427 30,375 SH   SOLE   165 0 30,210
S&P GLOBAL INC COM 78409v104   30,301,177 90,467 SH   SOLE   12,467 0 78,000
SERVICE NOW INC COM 81762p102   25,385,093 65,380 SH   SOLE   9,916 0 55,464
SITEONE LANDSCAPE SUPPLY COM 82982l103   30,551,360 260,410 SH   SOLE   38,486 0 221,924
SPDR DOW JONES IND UT SER 1 ET COM 78467X109   6,545,093 19,754 SH   SOLE   0 0 19,754
SPDR GOLD TRUST GOLD SHS ETF COM 78463V107   234,612 1,383 SH   SOLE   0 0 1,383
SYSCO CORP COM COM 871829107   3,917,489 51,242 SH   SOLE   192 0 51,050
TEXAS INSTRUMENTS INC COM COM 882508104   3,781,555 22,888 SH   SOLE   92 0 22,796
TRANSMEDICS GROUP INC COM 89377m109   74,295,434 1,203,750 SH   SOLE   181,412 0 1,022,338
TRAVELERS COMPANIES INC COM COM 89417E109   5,218,222 27,832 SH   SOLE   96 0 27,736
TRUIST FINANCIAL CORPORATION C COM 89832Q109   2,957,387 68,728 SH   SOLE   962 0 67,766
TYLER TECHNOLOGIES COM 902252105   26,724,887 82,891 SH   SOLE   12,555 0 70,336
US BANCORP COM COM 902973304   203,484 4,666 SH   SOLE   0 0 4,666
VEEVA SYSTEMS INC COM CL A COM 922475108   589,037 3,650 SH   SOLE   0 0 3,650
VERIZON COMMUNICATIONS COM COM 92343V104   3,038,902 77,129 SH   SOLE   342 0 76,787
WALT DISNEY CO COM 254687106   24,034,700 276,642 SH   SOLE   38,341 0 238,301
WASTE MGMT INC DEL COM COM 94106L109   4,950,113 31,553 SH   SOLE   103 0 31,450
WEALTH MINERALS COM COM 946885209   33,250 97,795 SH   SOLE   0 0 97,795
WONDERFI TECHNOLOGIES INC COM COM 97818W107   1,903 18,126 SH   SOLE   0 0 18,126
ZIMMER BIOMET HLDGS COM 98956p102   36,437,411 285,784 SH   SOLE   40,374 0 245,410
ZOETIS INC CLASS A COM 98978v103   18,954,354 129,337 SH   SOLE   18,306 0 111,031
GSR II METEORA ACQUISITION COR WT 36263W121   1,071 16,760 SH   SOLE   0 0 16,760