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
ABBVIE INC COM 00287Y109 19,040,961 75,667 SH SOLE 0 70,420 0 5,247
ADOBE INC COM 00724F101 2,647,423 12,913 SH SOLE 0 8,658 0 4,255
AFLAC INC COM 001055102 8,354,085 71,250 SH SOLE 0 64,175 0 7,075
ALPHABET INC CAP STK CL A 02079K305 54,843,787 153,465 SH SOLE 0 132,840 0 20,625
ALPHABET INC CAP STK CL C 02079K107 1,146,817 3,246 SH SOLE 0 3,146 0 100
AMAZON COM INC COM 023135106 27,960,619 117,314 SH SOLE 0 96,419 0 20,895
AMGEN INC COM 031162100 13,202,832 36,460 SH SOLE 0 34,452 0 2,008
APPLE INC COM 037833100 55,114,778 190,471 SH SOLE 0 165,123 0 25,348
ASCENDIS PHARMA A/S ORD SHS K08588103 1,020,204 3,825 SH SOLE 0 3,450 0 375
ASML HLDG NV N Y REGISTRY SHS N07059210 22,637,838 11,379 SH SOLE 0 9,220 0 2,159
ATLASSIAN CORPORATION CL A 049468101 2,768,235 35,586 SH SOLE 0 23,291 0 12,295
AUTOMATIC DATA PROCESSING IN COM 053015103 9,750,871 43,540 SH SOLE 0 40,883 0 2,657
BOOKING HOLDINGS INC COM 09857L108 3,956,037 22,195 SH SOLE 0 19,565 0 2,630
CAMECO CORP COM 13321L108 509,300 5,000 SH SOLE 0 5,000 0 0
CHEVRON CORPORATION COM 166764100 12,173,357 73,440 SH SOLE 0 68,457 0 4,983
COHERENT CORP COM 19247G107 5,207,004 13,200 SH SOLE 0 12,650 0 550
CONSTELLATION ENERGY CORP COM 21037T109 6,531,396 26,297 SH SOLE 0 25,310 0 987
COSTCO WHOLESALE CORPORATION COM 22160K105 14,627,944 15,637 SH SOLE 0 14,733 0 904
DUKE ENERGY CORP NEW COM NEW 26441C204 11,782,188 93,081 SH SOLE 0 88,421 0 4,660
ELI LILLY & CO COM 532457108 21,401,669 17,843 SH SOLE 0 16,681 0 1,162
EMERSON ELEC CO COM 291011104 11,330,342 79,150 SH SOLE 0 73,645 0 5,505
EXXON MOBIL CORP COM 30231G102 17,486,588 127,901 SH SOLE 0 118,011 0 9,890
FAIR ISAAC CORP COM 303250104 11,105,480 9,295 SH SOLE 0 7,368 0 1,927
FIDELITY COVINGTON TRUST QLTY FCTOR ETF 316092790 2,100,126 25,813 SH SOLE 0 24,378 0 1,435
FIRST TR EXCHANGE TRADED FD NASD TECH DIV 33738R118 2,895,550 25,205 SH SOLE 0 23,019 0 2,186
GENERAL DYNAMICS CORP COM 369550108 8,882,568 25,075 SH SOLE 0 23,545 0 1,530
GRAIL INC COM 384747101 284,140 4,162 SH SOLE 0 3,944 0 218
IDEXX LABS INC COM 45168D104 28,255,351 53,673 SH SOLE 0 47,768 0 5,905
ILLINOIS TOOL WKS INC COM 452308109 11,748,270 43,436 SH SOLE 0 40,521 0 2,915
ILLUMINA INC COM 452327109 1,869,073 10,630 SH SOLE 0 9,630 0 1,000
INTERNATIONAL BUSINESS MACHS COM 459200101 16,160,024 57,466 SH SOLE 0 53,631 0 3,835
INTUITIVE SURGICAL INC COM NEW 46120E602 47,517,590 119,487 SH SOLE 0 98,972 0 20,515
INVESCO EXCH TRADED FD TR II DORSEY WRGT SMLC 46138E842 3,796,758 29,822 SH SOLE 0 27,405 0 2,417
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 2,876,012 13,517 SH SOLE 0 12,396 0 1,121
INVESCO QQQ TR UNIT SER 1 46090E103 428,585 582 SH SOLE 0 582 0 0
ISHARES TR S&P 500 GRWT ETF 464287309 224,724 1,634 SH SOLE 0 1,634 0 0
ISHARES TR RUS 1000 ETF 464287622 1,205,159 2,943 SH SOLE 0 2,943 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 2,375,657 19,132 SH SOLE 0 18,613 0 519
ISHARES TR CORE DIV GRWTH 46434V621 1,921,087 25,348 SH SOLE 0 23,863 0 1,485
ISHARES TR IBOXX INV CP ETF 464287242 980,321 8,988 SH SOLE 0 8,351 0 637
ISHARES TR CORE US AGGBD ET 464287226 1,849,540 18,686 SH SOLE 0 16,774 0 1,912
ISHARES TR TIPS BD ETF 464287176 1,875,521 17,139 SH SOLE 0 15,368 0 1,771
ISHARES TR 7-10 YR TRSY BD 464287440 1,888,090 19,965 SH SOLE 0 17,930 0 2,035
ISHARES TR GOV/CRED BD ETF 464288596 1,878,335 18,091 SH SOLE 0 16,219 0 1,872
ISHARES TR CORE S&P US GWT 464287671 2,812,408 14,952 SH SOLE 0 13,168 0 1,784
ISHARES TR MSCI USA QLT FCT 46432F339 210,653 960 SH SOLE 0 960 0 0
ISHARES TR U.S. ENERGY ETF 464287796 2,672,972 47,234 SH SOLE 0 43,183 0 4,051
ISHARES TR RUS MD CP GR ETF 464287481 1,135,735 7,757 SH SOLE 0 7,340 0 417
ISHARES TR 0-5YR INVT GR CP 46434V100 1,888,119 37,485 SH SOLE 0 33,674 0 3,811
ISHARES TR MSCI USA MMENTM 46432F396 1,484,118 4,329 SH SOLE 0 4,100 0 229
ISHARES TR CORE HIGH DV ETF 46429B663 1,749,786 63,838 SH SOLE 0 59,878 0 3,960
JOHNSON & JOHNSON COM 478160104 15,975,347 62,902 SH SOLE 0 58,750 0 4,153
JPMORGAN CHASE & CO COM 46625H100 20,975,965 64,082 SH SOLE 0 59,580 0 4,502
KRYSTAL BIOTECH INC COM 501147102 26,368,128 70,945 SH SOLE 0 60,295 0 10,650
LOCKHEED MARTIN CORP COM 539830109 12,027,119 23,608 SH SOLE 0 22,235 0 1,373
LOWES COS INC COM 548661107 13,648,563 61,901 SH SOLE 0 56,976 0 4,925
MASTERCARD INCORPORATED CL A 57636Q104 32,724,024 63,715 SH SOLE 0 49,250 0 14,465
MCDONALDS CORP COM 580135101 11,654,156 43,114 SH SOLE 0 40,424 0 2,690
MICROSOFT CORP COM 594918104 16,994,369 45,559 SH SOLE 0 43,172 0 2,387
NETFLIX INC. COM 64110L106 369,138 5,170 SH SOLE 0 5,170 0 0
NEW YORK TIMES CO MTN BE CL A 650111107 6,855,941 97,970 SH SOLE 0 85,795 0 12,175
NVIDIA CORPORATION COM 67066G104 48,010,735 239,946 SH SOLE 0 186,401 0 53,545
OMEGA HEALTHCARE INVS INC COM 681936100 9,448,607 198,167 SH SOLE 0 186,217 0 11,950
ORANGE CNTY BANCORP INC COM 68417L107 209,646 5,700 SH SOLE 0 5,700 0 0
PNC FINL SVCS GROUP INC COM 693475105 219,382 891 SH SOLE 0 891 0 0
PRIMEENERGY RESOURCES CORP COM 74158E104 233,646 1,400 SH SOLE 0 1,400 0 0
PROCEPT BIOROBOTICS CORP COM 74276L105 1,334,930 59,120 SH SOLE 0 55,700 0 3,420
PROCTER & GAMBLE CO COM 742718109 12,010,222 81,903 SH SOLE 0 74,946 0 6,957
PROSHARES TR S&P MDCP 400 DIV 74347B680 2,650,402 28,944 SH SOLE 0 26,430 0 2,514
REGENERON PHARMACEUTICALS COM 75886F107 6,989,883 11,210 SH SOLE 0 9,918 0 1,292
ROCKWELL AUTOMATION INC COM 773903109 210,409 425 SH SOLE 0 425 0 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 11,366,459 358,450 SH SOLE 0 329,790 0 28,660
SELECT SECTOR SPDR TR ST STR CARE ETF 81369Y209 4,159,589 26,217 SH SOLE 0 23,175 0 3,042
SELECT SECTOR SPDR TR ST STR UTIL ETF 81369Y886 4,177,537 92,138 SH SOLE 0 81,561 0 10,577
SELECT SECTOR SPDR TR ST STR STAPL ETF 81369Y308 3,936,023 47,382 SH SOLE 0 41,860 0 5,522
SERVICENOW INC COM 81762P102 11,571,829 116,558 SH SOLE 0 87,763 0 28,795
SHOPIFY INC CL A SUB VTG SHS 82509L107 2,987,406 26,164 SH SOLE 0 10,294 0 15,870
SIMON PPTY GROUP INC NEW COM 828806109 15,667,897 70,055 SH SOLE 0 66,480 0 3,575
SPDR GOLD TR GOLD SHS 78463V107 3,416,725 9,275 SH SOLE 0 8,230 0 1,045
STARBUCKS CORP COM 855244109 6,399,751 62,626 SH SOLE 0 55,546 0 7,080
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 315,884 423 SH SOLE 0 423 0 0
TESLA INC COM 88160R101 595,149 1,415 SH SOLE 0 1,415 0 0
TRANSMEDICS GROUP INC COM 89377M109 2,932,775 44,155 SH SOLE 0 31,240 0 12,915
UNITED PARCEL SVCS INC CL B 911312106 5,584,203 51,946 SH SOLE 0 48,560 0 3,386
VANGUARD INDEX FDS VALUE ETF 922908744 608,678 2,793 SH SOLE 0 2,793 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 12,490,276 25,145 SH SOLE 0 22,455 0 2,690
VISA INC COM CL A 92826C839 503,656 1,468 SH SOLE 0 1,468 0 0
WISDOMTREE TR US AI ENHANCED 97717W406 1,819,447 13,875 SH SOLE 0 13,025 0 850
WISDOMTREE TR US MIDCAP DIVID 97717W505 1,788,999 31,653 SH SOLE 0 29,858 0 1,795