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
3M Company COM 88579Y101 323,820 2,000 SH SOLE 2,000 0 0
Abbvie COM 00287Y109 20,785,967 82,602 SH SOLE 79,126 0 3,476
Accenture COM G1151C101 20,867,344 167,690 SH SOLE 161,415 0 6,275
Alphabet Cl A COM 02079K305 16,114,885 45,093 SH SOLE 39,549 0 5,544
Alphabet Cl C COM 02079K107 2,126,693 6,019 SH SOLE 5,931 0 88
Amazon.com COM 023135106 16,221,897 68,062 SH SOLE 62,516 0 5,546
American Express COM 025816109 664,661 1,965 SH SOLE 1,965 0 0
Amgen COM 031162100 21,644,275 59,771 SH SOLE 57,580 0 2,191
Amphenol COM 032095101 10,444,315 59,235 SH SOLE 53,863 0 5,372
Apple COM 037833100 13,995,230 48,366 SH SOLE 43,907 0 4,459
Arthur J. Gallagher COM 363576109 6,032,181 26,276 SH SOLE 23,278 0 2,998
Axsome Therapeutics COM 05464T104 3,653,927 14,928 SH SOLE 14,782 0 146
Bank New York Mellon Corp COM 064058100 229,062 1,584 SH SOLE 1,584 0 0
Berkshire Hathaway B COM 084670702 1,443,125 2,884 SH SOLE 2,884 0 0
BioMarin Pharmaceuticals COM 09061G101 4,446,280 77,705 SH SOLE 69,593 0 8,112
Blackstone COM 09260D107 22,217,508 188,812 SH SOLE 180,056 0 8,756
Bloom Energy COM 093712107 15,911,425 52,565 SH SOLE 49,027 0 3,538
Broadcom COM 11135F101 38,329,537 101,468 SH SOLE 95,897 0 5,571
BWX Technologies COM 05605H100 2,459,013 12,633 SH SOLE 12,204 0 429
Casey's General Stores COM 147528103 13,339,755 16,784 SH SOLE 15,436 0 1,348
Chevron Corp COM 166764100 22,427,328 135,300 SH SOLE 130,072 0 5,228
CNA Financial COM 126117100 25,386,135 522,241 SH SOLE 500,002 0 22,239
Comcast Class A COM 20030N101 21,195,783 863,372 SH SOLE 826,136 0 37,236
Constellation Energy COM 21037T109 26,759,881 107,742 SH SOLE 101,592 0 6,150
Cooper Companies COM 216648501 1,669,839 23,286 SH SOLE 22,954 0 332
Costco Wholesale COM 22160K105 587,475 628 SH SOLE 628 0 0
Danaher COM 235851102 356,388 1,871 SH SOLE 1,871 0 0
Dynatrace COM 268150109 2,919,664 66,492 SH SOLE 65,802 0 690
Edwards Lifesciences Corp COM 28176E108 270,837 2,994 SH SOLE 2,994 0 0
Eli Lilly & Co COM 532457108 477,373 398 SH SOLE 398 0 0
Enbridge COM 29250N105 450,485 8,310 SH SOLE 8,310 0 0
Entegris COM 29362U104 3,237,660 18,001 SH SOLE 17,836 0 165
Evolv Technologies COM 30049H102 2,277,741 392,714 SH SOLE 388,658 0 4,056
Fabrinet COM G3323L100 3,369,108 5,994 SH SOLE 5,943 0 51
FTI Consulting COM 302941109 2,011,635 13,500 SH SOLE 13,363 0 137
GE Aerospace COM 369604301 4,110,656 10,999 SH SOLE 9,813 0 1,186
Halozyme Therapeutics COM 40637H109 3,029,284 38,703 SH SOLE 38,318 0 385
Home Depot COM 437076102 876,410 2,485 SH SOLE 2,485 0 0
iShares Russell 1000 Growth ET COM 464287614 244,863 1,972 SH SOLE 1,972 0 0
Jack Henry & Associates COM 426281101 1,770,785 12,856 SH SOLE 12,684 0 172
Johnson & Johnson COM 478160104 1,051,690 4,141 SH SOLE 4,141 0 0
JPMorgan COM 46625H100 968,569 2,959 SH SOLE 2,244 0 715
KLA COM 482480100 11,130,082 36,890 SH SOLE 33,461 0 3,429
Krystal Biotech COM 501147102 4,518,021 12,156 SH SOLE 12,040 0 116
Lonza Group ADR COM 54338V101 6,165,382 91,339 SH SOLE 81,787 0 9,552
Marsh COM 571748102 15,449,309 92,694 SH SOLE 88,870 0 3,824
Mettler Toledo COM 592688105 2,134,719 1,671 SH SOLE 1,652 0 19
Microsoft COM 594918104 13,488,403 36,160 SH SOLE 32,538 0 3,622
Monolithic Power Systems COM 609839105 5,135,467 3,715 SH SOLE 3,688 0 27
Morgan Stanley COM 617446448 496,888 2,377 SH SOLE 2,377 0 0
Motorola Solutions Inc New COM 620076307 235,054 566 SH SOLE 566 0 0
Natera COM 632307104 2,641,208 9,730 SH SOLE 9,624 0 106
NextEra Energy COM 65339F101 20,850,846 237,562 SH SOLE 227,883 0 9,679
Northrop Grumman COM 666807102 451,758 887 SH SOLE 887 0 0
Novanta COM 67000B104 1,807,516 11,141 SH SOLE 11,027 0 114
Nvidia Corporation Com COM 67066G104 587,864 2,938 SH SOLE 2,938 0 0
O'Reilly Automotive COM 67103H107 5,601,006 60,821 SH SOLE 54,596 0 6,225
ONEOK COM 682680103 20,763,967 238,831 SH SOLE 229,481 0 9,350
PepsiCo COM 713448108 19,804,735 146,268 SH SOLE 140,481 0 5,787
Pfizer COM 717081103 20,694,785 859,418 SH SOLE 822,336 0 37,082
Phillips 66 COM 718546104 19,913,245 117,795 SH SOLE 113,347 0 4,448
Prologis COM 74340W103 18,164,326 134,084 SH SOLE 128,965 0 5,119
RBC Bearings COM 75524B104 5,868,675 9,112 SH SOLE 9,030 0 82
Rocket Lab COM 773122106 457,425 4,500 SH SOLE 4,500 0 0
Rolls Royce Holdings COM 775781206 481,250 25,000 SH SOLE 25,000 0 0
Royalty Pharma Plc COM G7709Q104 33,755,710 602,028 SH SOLE 567,212 0 34,816
RTX COM 75513E101 320,454 1,689 SH SOLE 1,689 0 0
Ryan Specialty Holdings COM 78351F107 2,941,919 77,911 SH SOLE 77,015 0 896
ServiceNow COM 81762P102 5,117,189 51,543 SH SOLE 45,745 0 5,798
Sherwin Williams COM 824348106 4,192,096 12,175 SH SOLE 11,004 0 1,171
SLB COM 806857108 264,110 5,681 SH SOLE 5,681 0 0
Syndax Pharmaceuticals COM 87164F105 2,925,633 133,835 SH SOLE 132,471 0 1,364
Taiwan Semiconductor COM 874039100 12,564,389 26,309 SH SOLE 23,630 0 2,679
Tesla COM 88160R101 525,750 1,250 SH SOLE 1,250 0 0
Texas Instruments COM 882508104 19,641,323 65,895 SH SOLE 63,502 0 2,393
Tradeweb Mkts COM 892672106 7,572,864 75,987 SH SOLE 69,566 0 6,421
Union Pacific COM 907818108 231,200 850 SH SOLE 850 0 0
United Rentals COM 911363109 747,707 660 SH SOLE 660 0 0
UnitedHealth Group COM 91324P102 283,875 683 SH SOLE 683 0 0
Vanguard Index Funds Growth Et COM 922908736 397,622 4,616 SH SOLE 4,616 0 0
Vanguard Index Funds Total Sto COM 922908769 275,733 745 SH SOLE 745 0 0
Veeva Systems COM 922475108 4,370,199 24,625 SH SOLE 22,002 0 2,623
Verastem COM 92337C203 1,823,878 477,455 SH SOLE 472,790 0 4,665
Verisk Analytics COM 92345Y106 4,364,195 24,309 SH SOLE 21,313 0 2,996
Vertex Pharmaceuticals COM 92532F100 7,557,747 15,215 SH SOLE 13,665 0 1,550
Visa COM 92826C839 7,553,813 22,017 SH SOLE 19,386 0 2,631
Wells Fargo COM 949746101 247,920 3,000 SH SOLE 3,000 0 0
Zoom Communications COM 98980L101 2,140,143 24,796 SH SOLE 24,572 0 224
Alphabet Convertible Pfd COM 02079K404 23,894,331 469,529 SH SOLE 451,285 0 18,244
Hewlett Packard Ent Ser C Conv COM 42824C208 21,183,476 183,153 SH SOLE 176,875 0 6,278
KKR Series D Conv 6.25 COM 48251W500 22,858,877 573,623 SH SOLE 551,221 0 22,402