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
Expires: July 31, 2015
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
TENCENT HLDGS LTD F UNSPONSORE ADR 88032q109 230,500 3,646 SH SOLE 0 0 3,646
3M CO COM 88579y101 1,237,941 8,524 SH SOLE 0 0 8,524
AECOM COM 00766t100 49,659,031 585,464 SH SOLE 53,728 0 531,736
ALPHABET INC CLASS A COM 02079k305 516,745 1,797 SH SOLE 100 0 1,697
AMAZON.COM INC COM 023135106 35,785,243 171,821 SH SOLE 14,218 0 157,603
AMERICAN EXPRESS CO COM 025816109 6,068,051 20,061 SH SOLE 60 0 20,001
AMPHENOL CORP NEW CLASS CLASS COM 032095101 47,852,479 378,730 SH SOLE 33,675 0 345,054
APPLE INC COM 037833100 11,592,290 45,677 SH SOLE 82 0 45,595
ARISTA NETWORKS INC COM 040413205 33,424,645 272,232 SH SOLE 25,089 0 247,143
AT&T INC COM 00206r102 484,713 16,720 SH SOLE 0 0 16,720
AUTOMATIC DATA PROCESSIN COM 053015103 345,203 1,699 SH SOLE 0 0 1,699
AVANTIS US EQUITY ETF COM 025072885 404,229 3,636 SH SOLE 265 0 3,371
BERKSHIRE HATHAWAY CLASS B COM 084670702 675,672 1,410 SH SOLE 27 0 1,383
BLACKROCK INC NEW COM 09290d101 5,824,116 6,056 SH SOLE 18 0 6,038
BOOKING HLDGS INC COM 09857l108 23,206,274 5,512 SH SOLE 422 0 5,090
BROADCOM INC COM 11135f101 34,722,056 112,184 SH SOLE 7,295 0 104,889
CATERPILLAR INC COM 149123101 10,096,263 14,251 SH SOLE 41 0 14,210
CHARLES SCHWAB CORP COM 808513105 48,599,327 517,124 SH SOLE 46,852 0 470,272
CHEVRON CORP NEW COM 166764100 6,811,665 32,922 SH SOLE 72 0 32,850
CME GROUP INC CLASS CLASS A COM 12572q105 5,882,781 19,918 SH SOLE 65 0 19,853
COLGATE PALMOLIVE CO COM 194162103 681,840 8,000 SH SOLE 0 0 8,000
CRANE CO COM 224408104 36,082,591 211,009 SH SOLE 19,510 0 191,499
DOW INC COM 260557103 985,272 23,656 SH SOLE 0 0 23,656
EDWARDS LIFESCIENCES COR COM 28176e108 1,267,026 15,822 SH SOLE 0 0 15,822
EXTRA SPACE STORAGE INC REIT COM 30225t102 339,364 2,588 SH SOLE 0 0 2,588
EXXON MOBIL CORP COM 30231g102 784,169 4,622 SH SOLE 0 0 4,622
F/M US TREASURY 3 MONTH BILL F COM 74933w452 691,907 13,877 SH SOLE 0 0 13,877
FIDELITY FUNDAMENTAL LARGE CAP COM 316092360 1,578,142 30,772 SH SOLE 0 0 30,772
GAIN THERAPEUTICS INC COM 36269b105 29,876 15,400 SH SOLE 15,400 0 0
GALLAGHER ARTHUR J & CO COM 363576109 37,259,392 172,035 SH SOLE 15,920 0 156,115
GE AEROSPACE COM 369604301 44,022,139 155,133 SH SOLE 14,771 0 140,363
GENERAL MILLS INC COM 370334104 713,098 19,159 SH SOLE 0 0 19,159
GOLDMAN SACHS GROUP INC COM 38141g104 5,631,755 6,657 SH SOLE 26 0 6,631
GUIDEWIRE SOFTWARE INC COM 40171v100 36,198,964 242,036 SH SOLE 22,351 0 219,685
HOME DEPOT INC COM 437076102 4,738,647 14,408 SH SOLE 36 0 14,372
HONEYWELL INTL INC COM 438516106 207,043 916 SH SOLE 0 0 916
HUBBELL INC COM 443510607 216,907 442 SH SOLE 0 0 442
IDEX CORP COM 45167r104 551,022 2,907 SH SOLE 0 0 2,907
INTUIT COM 461202103 214,893 497 SH SOLE 0 0 497
INTUITIVE SURGICAL INC COM 46120e602 36,736,630 79,691 SH SOLE 7,388 0 72,303
ISHARES 0-3 MONTH TREASURY BON COM 46436e718 13,155,989 130,697 SH SOLE 192 0 130,505
ISHARES 5-10 YEAR INVESTMENT G COM 464288638 408,827 7,682 SH SOLE 0 0 7,682
ISHARES CORE MSCI EAFE ETF COM 46432f842 1,370,896 15,143 SH SOLE 1,035 0 14,108
ISHARES CORE S&P 500 ETF COM 464287200 4,148,676 6,351 SH SOLE 0 0 6,351
ISHARES CORE S&P MID-CAP ETF COM 464287507 1,076,847 15,946 SH SOLE 0 0 15,946
ISHARES CORE U.S. AGGREGATE BO COM 464287226 991,882 9,992 SH SOLE 0 0 9,992
ISHARES IBOXX $ INVESTMENT GRA COM 464287242 272,474 2,500 SH SOLE 0 0 2,500
ISHARES RUSSELL 2000 ETF COM 464287655 256,432 1,034 SH SOLE 0 0 1,034
ISHARES S&P 500 GROWTH ETF COM 464287309 747,206 6,606 SH SOLE 0 0 6,606
JOHNSON & JOHNSON COM 478160104 6,330,680 25,899 SH SOLE 75 0 25,824
JOHNSON CONTROLS INT F COM g51502105 7,838,536 59,859 SH SOLE 178 0 59,681
JPMORGAN CHASE & CO COM 46625h100 8,803,915 29,929 SH SOLE 94 0 29,835
LABCORP HLDGS INC COM 504922105 640,344 2,400 SH SOLE 0 0 2,400
LAKE SHORE BANCORP INC M COM 510704109 274,998 18,116 SH SOLE 0 0 18,116
LINDE PLC F COM g54950103 41,010,936 82,723 SH SOLE 6,719 0 76,004
LVMH MOET HENNESSY LOU F SPONS COM 502441306 257,697 2,359 SH SOLE 0 0 2,359
M&T BK CORP COM 55261f104 370,029 1,790 SH SOLE 0 0 1,790
MCDONALDS CORP COM 580135101 5,157,249 16,594 SH SOLE 44 0 16,550
MERCK & CO. INC. COM 58933y105 5,295,226 44,020 SH SOLE 109 0 43,911
MICROSOFT CORP COM 594918104 45,087,217 121,801 SH SOLE 9,084 0 112,718
MONDELEZ INTL INC CLASS CLASS COM 609207105 337,770 5,860 SH SOLE 0 0 5,860
NVIDIA CORP COM 67066g104 342,696 1,965 SH SOLE 0 0 1,965
PALO ALTO NETWORKS INC COM 697435105 42,399,616 264,469 SH SOLE 24,094 0 240,375
PARKER-HANNIFIN CORP COM 701094104 256,934 287 SH SOLE 0 0 287
PAYCHEX INC COM 704326107 2,969,120 32,231 SH SOLE 87 0 32,144
PROCTER & GAMBLE CO COM 742718109 6,742,243 46,678 SH SOLE 108 0 46,570
PUTNAM FOCUSED LARGE CAP VALUE COM 746729300 1,805,053 38,902 SH SOLE 0 0 38,902
QUALCOMM INC COM 747525103 3,744,536 29,077 SH SOLE 125 0 28,952
S&P GLOBAL INC COM 78409v104 30,707,076 72,194 SH SOLE 6,558 0 65,636
SALESFORCE INC COM 79466l302 2,523,218 13,517 SH SOLE 48 0 13,469
SERVICENOW INC COM 81762p102 56,941,452 544,634 SH SOLE 50,374 0 494,259
SPDR GOLD SHARES COM 78463v107 504,300 1,172 SH SOLE 0 0 1,172
SPX TECHNOLOGIES INC COM 78473e103 35,432,387 177,215 SH SOLE 16,423 0 160,792
STATE STREET SPDR BLOOMBERG 1- COM 78468r663 115,128,498 1,256,313 SH SOLE 9,227 0 1,247,086
STRYKER CORP COM 863667101 36,483,479 111,030 SH SOLE 10,118 0 100,912
SYSCO CORP COM 871829107 1,146,558 16,074 SH SOLE 0 0 16,074
TEXAS INSTRS INC COM 882508104 36,017,047 185,521 SH SOLE 15,265 0 170,256
THE COCA-COLA CO COM 191216100 5,220,490 68,645 SH SOLE 188 0 68,457
TRANE TECHNOLOGIES PLC F COM g8994e103 35,825,673 85,966 SH SOLE 7,830 0 78,136
TRAVELERS COS INC COM 89417e109 204,176 700 SH SOLE 0 0 700
TRUIST FINL CORP COM 89832q109 221,483 4,818 SH SOLE 0 0 4,818
UBER TECHNOLOGIES INC COM 90353t100 41,355,743 574,944 SH SOLE 54,657 0 520,287
UNITED RENTALS INC COM 911363109 329,309 452 SH SOLE 0 0 452
UNITEDHEALTH GROUP INC COM 91324p102 2,789,242 10,308 SH SOLE 50 0 10,258
US BANCORP DEL COM 902973304 6,693,063 128,688 SH SOLE 345 0 128,343
VANGUARD 0-3 MONTH TREASURY BI COM 922040845 870,505 11,507 SH SOLE 0 0 11,507
VANGUARD FTSE ALL-WORLD EX-US COM 922042775 1,143,322 15,224 SH SOLE 0 0 15,224
VANGUARD LONG-TERM CORPORATE B COM 92206c813 309,266 4,139 SH SOLE 0 0 4,139
VANGUARD S&P 500 ETF COM 922908363 2,405,146 4,025 SH SOLE 43 0 3,982
VANGUARD SMALL-CAP INDEX FUND COM 922908751 655,324 2,502 SH SOLE 61 0 2,441
VERIZON COMMUNICATIONS I COM 92343v104 3,622,926 72,170 SH SOLE 268 0 71,902
VISA INC CLASS CLASS A COM 92826c839 3,899,500 12,902 SH SOLE 40 0 12,862
WASTE MGMT INC DEL COM 94106l109 5,954,778 25,914 SH SOLE 67 0 25,847
ZIMMER BIOMET HLDGS INC COM 98956p102 1,267,779 14,021 SH SOLE 0 0 14,021
ZOETIS INC CLASS CLASS A COM 98978v103 296,471 2,508 SH SOLE 0 0 2,508
HONEYWELL INTL INC COM 438516106 235,523 1,042 SH SOLE 0 0 1,042