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 CO COM 88579Y101 604,086 3,731 SH SOLE 3,731 0 0
ADVANCED MICRO DEVICES INC COM 007903107 9,704,682 16,706 SH SOLE 16,706 0 0
ALPHABET INC CAP STK CL C 02079K107 37,860,369 107,153 SH SOLE 107,153 0 0
ALPHABET INC CAP STK CL A 02079K305 6,543,087 18,309 SH SOLE 18,309 0 0
AMAZON COM INC COM 023135106 25,761,217 108,086 SH SOLE 108,086 0 0
AMERIPRISE FINL INC COM 03076C106 330,307 720 SH SOLE 720 0 0
AMGEN INC COM 031162100 572,150 1,580 SH SOLE 1,580 0 0
AMPHENOL CORP CL A 032095101 15,217,121 86,304 SH SOLE 86,304 0 0
APPLE INC COM 037833100 42,457,342 146,728 SH SOLE 146,728 0 0
APPLIED MATLS INC COM 038222105 13,243,191 18,317 SH SOLE 18,317 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 11,743,664 5,903 SH SOLE 5,903 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 317,785 1,419 SH SOLE 1,419 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 830,647 1,660 SH SOLE 1,660 0 0
BROADCOM INC COM 11135F101 17,578,219 46,534 SH SOLE 46,534 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 5,234,963 13,948 SH SOLE 13,948 0 0
CIENA CORP COM NEW 171779309 2,293,859 4,676 SH SOLE 4,676 0 0
CINTAS CORP COM 172908105 1,446,020 8,502 SH SOLE 8,502 0 0
CORNING INC COM 219350105 4,793,399 18,766 SH SOLE 18,766 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 15,881,098 16,977 SH SOLE 16,977 0 0
DANAHER CORP DEL COM 235851102 8,220,736 43,158 SH SOLE 43,158 0 0
DEERE & CO COM 244199105 2,565,231 4,044 SH SOLE 4,044 0 0
DISNEY WALT CO COM 254687106 265,361 2,757 SH SOLE 2,757 0 0
ELI LILLY & CO COM 532457108 753,242 628 SH SOLE 628 0 0
FASTENAL CO COM 311900104 11,924,456 248,271 SH SOLE 248,271 0 0
IDEXX LABS INC COM 45168D104 10,523,536 19,990 SH SOLE 19,990 0 0
INTEL CORP COM 458140100 3,294,430 23,594 SH SOLE 23,594 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 435,313 1,548 SH SOLE 1,548 0 0
INVESCO EXCH TRADED FD TR II TAXABLE MUN BD 46138G805 475,256 17,707 SH SOLE 17,707 0 0
ISHARES TR S&P 500 GRWT ETF 464287309 1,925,420 14,000 SH SOLE 14,000 0 0
ISHARES TR ESG OPTIMIZED 464288802 617,200 4,000 SH SOLE 4,000 0 0
JOHNSON & JOHNSON COM 478160104 2,384,778 9,390 SH SOLE 9,390 0 0
KLA CORP COM NEW 482480100 18,478,531 61,246 SH SOLE 61,246 0 0
LAM RESEARCH CORP COM NEW 512807306 17,750,063 40,962 SH SOLE 40,962 0 0
LINDE PLC SHS G54950103 5,475,855 10,552 SH SOLE 10,552 0 0
MASTERCARD INCORPORATED CL A 57636Q104 9,141,053 17,798 SH SOLE 17,798 0 0
MICRON TECHNOLOGY INC COM 595112103 8,263,562 7,159 SH SOLE 7,159 0 0
MICROSOFT CORP COM 594918104 29,560,716 79,247 SH SOLE 79,247 0 0
MOODYS CORP COM 615369105 15,030,150 33,185 SH SOLE 33,185 0 0
MSCI INC COM 55354G100 8,486,846 15,154 SH SOLE 15,154 0 0
NVIDIA CORPORATION COM 67066G104 40,539,635 202,607 SH SOLE 202,607 0 0
PROCTER & GAMBLE CO COM 742718109 205,443 1,401 SH SOLE 1,401 0 0
S&P GLOBAL INC COM 78409V104 10,907,237 26,782 SH SOLE 26,782 0 0
STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP 78467Y107 292,589 416 SH SOLE 416 0 0
TEXAS INSTRS INC COM 882508104 4,159,865 13,956 SH SOLE 13,956 0 0
TJX COS INC NEW COM 872540109 905,213 5,975 SH SOLE 5,975 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 9,242,158 18,817 SH SOLE 18,817 0 0
UNITED RENTALS INC COM 911363109 3,823,504 3,375 SH SOLE 3,375 0 0
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 360,281 7,123 SH SOLE 7,123 0 0
VANGUARD WORLD FD CONSUM STP ETF 92204A207 135,294 600 SH SOLE 600 0 0
VANGUARD WORLD FD FINANCIALS ETF 92204A405 171,080 1,300 SH SOLE 1,300 0 0
VANGUARD WORLD FD HEALTH CAR ETF 92204A504 179,406 600 SH SOLE 600 0 0
VANGUARD WORLD FD INDUSTRIAL ETF 92204A603 288,304 800 SH SOLE 800 0 0
VANGUARD WORLD FD INF TECH ETF 92204A702 669,312 5,600 SH SOLE 5,600 0 0
VANGUARD WORLD FD MATERIALS ETF 92204A801 160,153 700 SH SOLE 700 0 0
VANGUARD WORLD FD UTILITIES ETF 92204A876 137,011 700 SH SOLE 700 0 0
VISA INC COM CL A 92826C839 14,202,211 41,395 SH SOLE 41,395 0 0