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
10X GENOMICS INC CL A COM 88025U109 244,695 6,715 SH SOLE 0 0 6,715
3M CO COM 88579Y101 7,930,310 66,130 SH SOLE 0 0 66,130
ABBOTT LABS COM 002824100 4,257,876 38,782 SH SOLE 0 0 38,782
ABBVIE INC COM 00287Y109 14,148,632 87,548 SH SOLE 0 0 87,548
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 306,599 1,149 SH SOLE 0 0 1,149
ADOBE SYSTEMS INCORPORATED COM 00724F101 5,784,614 17,189 SH SOLE 0 0 17,189
ADVANCED MICRO DEVICES INC COM 007903107 9,237,886 142,626 SH SOLE 0 0 142,626
AIR PRODS & CHEMS INC COM 009158106 1,700,362 5,516 SH SOLE 0 0 5,516
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,676,969 19,037 SH SOLE 0 0 19,037
ALIGN TECHNOLOGY INC COM 016255101 16,263,764 77,116 SH SOLE 0 0 77,116
ALPHABET INC CAP STK CL A 02079K305 131,814,473 1,493,987 SH SOLE 0 0 1,493,987
ALPHABET INC CAP STK CL C 02079K107 43,983,905 495,705 SH SOLE 0 0 495,705
AMAZON COM INC COM 023135106 127,481,508 1,517,637 SH SOLE 0 0 1,517,637
AMEDISYS INC COM 023436108 823,955 9,863 SH SOLE 0 0 9,863
AMETEK INC COM 031100100 4,831,937 34,583 SH SOLE 0 0 34,583
AON PLC SHS CL A G0403H108 4,602,047 15,333 SH SOLE 0 0 15,333
APELLIS PHARMACEUTICALS INC COM 03753U106 375,518 7,262 SH SOLE 0 0 7,262
APPLE INC COM 037833100 36,220,846 278,772 SH SOLE 0 0 278,772
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 384,833 9,488 SH SOLE 0 0 9,488
AUTODESK INC COM 052769106 2,045,105 10,944 SH SOLE 0 0 10,944
BAIDU INC SPON ADR REP A 056752108 1,009,861 8,829 SH SOLE 0 0 8,829
BANK AMERICA CORP COM 060505104 5,691,672 171,850 SH SOLE 0 0 171,850
BAXTER INTL INC COM 071813109 6,965,968 136,668 SH SOLE 0 0 136,668
BECTON DICKINSON & CO COM 075887109 1,017,200 4,000 SH SOLE 0 0 4,000
BERKSHIRE HATHAWAY INC DEL CL A 084670108 44,527,545 95 SH SOLE 0 0 95
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,366,902 36,798 SH SOLE 0 0 36,798
BIOGEN INC COM 09062X103 1,068,911 3,860 SH SOLE 0 0 3,860
BIONTECH SE SPONSORED ADS 09075V102 226,081 1,505 SH SOLE 0 0 1,505
BOOKING HOLDINGS INC COM 09857L108 8,250,556 4,094 SH SOLE 0 0 4,094
BOSTON SCIENTIFIC CORP COM 101137107 865,943 18,715 SH SOLE 0 0 18,715
BRISTOL-MYERS SQUIBB CO COM 110122108 809,438 11,250 SH SOLE 0 0 11,250
CAMECO CORP COM 13321L108 20,385,496 900,000 SH SOLE 0 0 900,000
CASTLE BIOSCIENCES INC COM 14843C105 297,028 12,618 SH SOLE 0 0 12,618
CHEVRON CORP NEW COM 166764100 16,186,767 90,182 SH SOLE 0 0 90,182
CHIPOTLE MEXICAN GRILL INC COM 169656105 28,354,746 20,436 SH SOLE 0 0 20,436
CINTAS CORP COM 172908105 56,678,762 125,501 SH SOLE 0 0 125,501
CME GROUP INC COM 12572Q105 3,218,582 19,140 SH SOLE 0 0 19,140
COCA COLA CO COM 191216100 1,911,481 30,050 SH SOLE 0 0 30,050
COLGATE PALMOLIVE CO COM 194162103 25,693,183 326,097 SH SOLE 0 0 326,097
CONSTELLATION BRANDS INC CL A 21036P108 1,053,999 4,548 SH SOLE 0 0 4,548
COSTCO WHSL CORP NEW COM 22160K105 41,769,750 91,500 SH SOLE 0 0 91,500
DANAHER CORPORATION COM 235851102 72,711,544 273,949 SH SOLE 0 0 273,949
DAVITA INC COM 23918K108 224,010 3,000 SH SOLE 0 0 3,000
DEUTSCHE BANK A G NAMEN AKT D18190898 185,321 16,400 SH SOLE 0 0 16,400
DEXCOM INC COM 252131107 452,281 3,994 SH SOLE 0 0 3,994
DISNEY WALT CO COM 254687106 10,305,445 118,617 SH SOLE 0 0 118,617
DROPBOX INC CL A 26210C104 814,968 36,415 SH SOLE 0 0 36,415
ECOLAB INC COM 278865100 361,280 2,482 SH SOLE 0 0 2,482
EDWARDS LIFESCIENCES CORP COM 28176E108 611,354 8,194 SH SOLE 0 0 8,194
ELECTRONIC ARTS INC COM 285512109 9,569,260 78,321 SH SOLE 0 0 78,321
EOG RES INC COM 26875P101 4,341,640 33,521 SH SOLE 0 0 33,521
ERMENEGILDO ZEGNA N V ORD SHS N30577105 238,716 22,800 SH SOLE 0 0 22,800
ETSY INC COM 29786A106 476,605 3,979 SH SOLE 0 0 3,979
EXACT SCIENCES CORP COM 30063P105 7,098,150 143,368 SH SOLE 0 0 143,368
EXXON MOBIL CORP COM 30231G102 267,478 2,425 SH SOLE 0 0 2,425
FIDELITY NATL INFORMATION SV COM 31620M106 2,998,902 44,199 SH SOLE 0 0 44,199
GILEAD SCIENCES INC COM 375558103 1,375,746 16,025 SH SOLE 0 0 16,025
GLOBAL BLUE GROUP HOLDING AG ORD SHS H33700107 595,284 128,571 SH SOLE 0 0 128,571
GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 401,239 19,525 SH SOLE 0 0 19,525
GLOBUS MED INC CL A 379577208 1,535,012 20,668 SH SOLE 0 0 20,668
GOLDMAN SACHS GROUP INC COM 38141G104 504,769 1,470 SH SOLE 0 0 1,470
HCA HEALTHCARE INC COM 40412C101 337,384 1,406 SH SOLE 0 0 1,406
HDFC BANK LTD SPONSORED ADS 40415F101 2,495,802 36,483 SH SOLE 0 0 36,483
HOME DEPOT INC COM 437076102 1,656,370 5,244 SH SOLE 0 0 5,244
HONEYWELL INTL INC COM 438516106 16,227,439 75,723 SH SOLE 0 0 75,723
ICON PLC SHS G4705A100 421,523 2,170 SH SOLE 0 0 2,170
IDEXX LABS INC COM 45168D104 36,778,410 90,152 SH SOLE 0 0 90,152
ILLUMINA INC COM 452327109 1,302,168 6,440 SH SOLE 0 0 6,440
INFOSYS LTD SPONSORED ADR 456788108 2,106,161 116,944 SH SOLE 0 0 116,944
INSULET CORP COM 45784P101 448,062 1,522 SH SOLE 0 0 1,522
INTEL CORP COM 458140100 430,809 16,300 SH SOLE 0 0 16,300
INTERCONTINENTAL EXCHANGE IN COM 45866F104 6,102,053 59,480 SH SOLE 0 0 59,480
INTERNATIONAL BUSINESS MACHS COM 459200101 825,615 5,860 SH SOLE 0 0 5,860
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 540,974 5,160 SH SOLE 0 0 5,160
INTUITIVE SURGICAL INC COM NEW 46120E602 48,637,328 183,295 SH SOLE 0 0 183,295
INVESCO QQQ TR UNIT SER 1 46090E103 20,440,718 76,764 SH SOLE 0 0 76,764
IOVANCE BIOTHERAPEUTICS INC COM 462260100 179,470 28,086 SH SOLE 0 0 28,086
IRHYTHM TECHNOLOGIES INC COM 450056106 317,635 3,391 SH SOLE 0 0 3,391
ISHARES INC MSCI JPN ETF NEW 46434G822 230,336 4,231 SH SOLE 0 0 4,231
ISHARES INC MSCI WORLD ETF 464286392 322,943 2,956 SH SOLE 0 0 2,956
ISHARES TR CORE US AGGBD ET 464287226 321,231 3,312 SH SOLE 0 0 3,312
ISHARES TR S&P 500 VAL ETF 464287408 17,319,907 119,390 SH SOLE 0 0 119,390
ISHARES TR CORE S&P500 ETF 464287200 13,481,929 35,090 SH SOLE 0 0 35,090
ISHARES TR RUS 1000 VAL ETF 464287598 5,137,144 33,875 SH SOLE 0 0 33,875
ISHARES TR MSCI USA MIN VOL 46429B697 3,384,014 46,935 SH SOLE 0 0 46,935
ISHARES TR MSCI INDIA ETF 46429B598 407,967 9,774 SH SOLE 0 0 9,774
ISHARES TR IBOXX INV CP ETF 464287242 241,540 2,291 SH SOLE 0 0 2,291
JOHNSON & JOHNSON COM 478160104 4,384,453 24,820 SH SOLE 0 0 24,820
JOHNSON CTLS INTL PLC SHS G51502105 4,233,984 66,156 SH SOLE 0 0 66,156
JPMORGAN CHASE & CO COM 46625H100 28,376,901 211,610 SH SOLE 0 0 211,610
LAUDER ESTEE COS INC CL A 518439104 6,861,978 27,657 SH SOLE 0 0 27,657
LILLY ELI & CO COM 532457108 1,074,838 2,938 SH SOLE 0 0 2,938
LINDE PLC SHS G5494J103 14,989,121 45,980 SH SOLE 0 0 45,980
LOCKHEED MARTIN CORP COM 539830109 778,384 1,600 SH SOLE 0 0 1,600
LOGITECH INTL S A SHS H50430232 958,051 15,534 SH SOLE 0 0 15,534
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1,851,403 22,298 SH SOLE 0 0 22,298
MASTERCARD INCORPORATED CL A 57636Q104 16,419,115 47,218 SH SOLE 0 0 47,218
MCDONALDS CORP COM 580135101 60,755,787 230,546 SH SOLE 0 0 230,546
MEDTRONIC PLC SHS G5960L103 15,511,979 199,588 SH SOLE 0 0 199,588
MERCK & CO INC COM 58933Y105 17,866,389 161,031 SH SOLE 0 0 161,031
META PLATFORMS INC CL A 30303M102 19,047,656 158,282 SH SOLE 0 0 158,282
MICRON TECHNOLOGY INC COM 595112103 2,291,983 45,858 SH SOLE 0 0 45,858
MICROSOFT CORP COM 594918104 149,166,361 621,993 SH SOLE 0 0 621,993
MODERNA INC COM 60770K107 26,087,290 145,236 SH SOLE 0 0 145,236
MONDELEZ INTL INC CL A 609207105 17,688,177 265,389 SH SOLE 0 0 265,389
MOODYS CORP COM 615369105 10,792,067 38,734 SH SOLE 0 0 38,734
NATERA INC COM 632307104 441,026 10,979 SH SOLE 0 0 10,979
NEOGEN CORP COM 640491106 1,028,787 67,550 SH SOLE 0 0 67,550
NETFLIX INC COM 64110L106 423,153 1,435 SH SOLE 0 0 1,435
NIKE INC CL B 654106103 23,470,919 200,589 SH SOLE 0 0 200,589
NOVAGOLD RES INC COM NEW 66987E206 23,883,084 4,000,000 SH SOLE 0 0 4,000,000
NUTRIEN LTD COM 67077M108 1,904,141 26,100 SH SOLE 0 0 26,100
NVIDIA CORPORATION COM 67066G104 22,565,477 154,410 SH SOLE 0 0 154,410
ORACLE CORP COM 68389X105 280,613 3,433 SH SOLE 0 0 3,433
OTIS WORLDWIDE CORP COM 68902V107 5,197,905 66,376 SH SOLE 0 0 66,376
PALO ALTO NETWORKS INC COM 697435105 2,315,108 16,591 SH SOLE 0 0 16,591
PAYPAL HLDGS INC COM 70450Y103 2,642,761 37,107 SH SOLE 0 0 37,107
PEPSICO INC COM 713448108 45,367,339 251,120 SH SOLE 0 0 251,120
PERRIGO CO PLC SHS G97822103 294,879 8,650 SH SOLE 0 0 8,650
PFIZER INC COM 717081103 3,440,100 67,137 SH SOLE 0 0 67,137
PROCTER AND GAMBLE CO COM 742718109 11,284,097 74,453 SH SOLE 0 0 74,453
PURE STORAGE INC CL A 74624M102 257,217 9,612 SH SOLE 0 0 9,612
REPLIGEN CORP COM 759916109 370,620 2,189 SH SOLE 0 0 2,189
ROLLINS INC COM 775711104 1,943,928 53,200 SH SOLE 0 0 53,200
ROYALTY PHARMA PLC SHS CLASS A G7709Q104 1,976,000 50,000 SH SOLE 0 0 50,000
SALESFORCE INC COM 79466L302 12,847,706 96,898 SH SOLE 0 0 96,898
SCHLUMBERGER LTD COM STK 806857108 606,771 11,350 SH SOLE 0 0 11,350
SEA LTD SPONSORD ADS 81141R100 830,815 15,968 SH SOLE 0 0 15,968
SEAGEN INC COM 81181C104 339,780 2,644 SH SOLE 0 0 2,644
SHELL PLC SPON ADS 780259305 415,735 7,300 SH SOLE 0 0 7,300
SNOWFLAKE INC CL A 833445109 2,318,171 16,150 SH SOLE 0 0 16,150
SOPHIA GENETICS SA ORDINARY SHARES H82027105 468,856 227,600 SH SOLE 0 0 227,600
SPDR GOLD TR GOLD SHS 78463V107 7,586,979 44,724 SH SOLE 0 0 44,724
SPDR S&P 500 ETF TR TR UNIT 78462F103 11,687,061 30,560 SH SOLE 0 0 30,560
SPDR SER TR S&P BIOTECH 78464A870 329,842 3,974 SH SOLE 0 0 3,974
STARBUCKS CORP COM 855244109 4,186,934 42,207 SH SOLE 0 0 42,207
STRYKER CORPORATION COM 863667101 621,249 2,541 SH SOLE 0 0 2,541
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 10,660,711 143,116 SH SOLE 0 0 143,116
TESLA INC COM 88160R101 1,728,831 14,035 SH SOLE 0 0 14,035
TEXAS INSTRS INC COM 882508104 8,025,066 48,572 SH SOLE 0 0 48,572
THERMO FISHER SCIENTIFIC INC COM 883556102 81,079,741 147,233 SH SOLE 0 0 147,233
TJX COS INC NEW COM 872540109 705,972 8,869 SH SOLE 0 0 8,869
TRANE TECHNOLOGIES PLC SHS G8994E103 248,269 1,477 SH SOLE 0 0 1,477
UBS GROUP AG SHS H42097107 216,945 11,666 SH SOLE 0 0 11,666
UNIQURE NV SHS N90064101 276,393 12,192 SH SOLE 0 0 12,192
UNITEDHEALTH GROUP INC COM 91324P102 104,664,955 197,414 SH SOLE 0 0 197,414
VANECK ETF TRUST OIL SERVICES ETF 92189H607 44,999,400 148,000 SH SOLE 0 0 148,000
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5,510,768 15,685 SH SOLE 0 0 15,685
VANGUARD INDEX FDS VALUE ETF 922908744 13,222,714 94,199 SH SOLE 0 0 94,199
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 363,318 4,832 SH SOLE 0 0 4,832
VERIZON COMMUNICATIONS INC COM 92343V104 1,427,265 36,225 SH SOLE 0 0 36,225
VERTEX PHARMACEUTICALS INC COM 92532F100 543,195 1,881 SH SOLE 0 0 1,881
VISA INC COM CL A 92826C839 72,820,088 350,501 SH SOLE 0 0 350,501
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 166,170 16,420 SH SOLE 0 0 16,420
WALMART INC COM 931142103 1,077,604 7,600 SH SOLE 0 0 7,600
WEATHERFORD INTL PLC ORD SHS G48833118 27,028,540 530,804 SH SOLE 0 0 530,804
WELLS FARGO CO NEW COM 949746101 18,351,919 444,464 SH SOLE 0 0 444,464
WORKDAY INC CL A 98138H101 310,899 1,858 SH SOLE 0 0 1,858
XYLEM INC COM 98419M100 489,162 4,424 SH SOLE 0 0 4,424
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 10,947,169 42,694 SH SOLE 0 0 42,694
ZIMMER BIOMET HOLDINGS INC COM 98956P102 4,217,445 33,078 SH SOLE 0 0 33,078
ZOETIS INC CL A 98978V103 59,785,219 407,951 SH SOLE 0 0 407,951