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 5,861,570 48,879 SH SOLE 48,879 0 0
ACTIVISION BLIZZARD INC COM 00507V109 300,842 3,930 SH SOLE 3,930 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 10,918,379 32,444 SH SOLE 32,444 0 0
ADVANCED MICRO DEVICES INC COM 007903107 524,507 8,098 SH SOLE 8,098 0 0
AIRBNB INC COM CL A 009066101 171,000 2,000 SH SOLE 2,000 0 0
ALIGN TECHNOLOGY INC COM 016255101 82,673 392 SH SOLE 392 0 0
ALPHABET INC CAP STK CL A 02079K305 2,079,493 23,569 SH SOLE 23,569 0 0
ALPHABET INC CAP STK CL C 02079K107 9,378,850 105,701 SH SOLE 105,701 0 0
ALTRIA GROUP INC COM 02209S103 2,920,869 63,900 SH SOLE 63,900 0 0
AMAZON COM INC COM 023135106 9,754,920 116,130 SH SOLE 116,130 0 0
AMERICAN ELEC PWR CO INC COM 025537101 244,971 2,580 SH SOLE 2,580 0 0
AMGEN INC COM 031162100 703,613 2,679 SH SOLE 2,679 0 0
ANALOG DEVICES INC COM 032654105 419,425 2,557 SH SOLE 2,557 0 0
ANSYS INC COM 03662Q105 105,575 437 SH SOLE 437 0 0
APPLE INC COM 037833100 6,436,083 49,535 SH SOLE 49,535 0 0
APPLIED MATLS INC COM 038222105 420,682 4,320 SH SOLE 4,320 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 242,055 443 SH SOLE 443 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 208,010 3,068 SH SOLE 3,068 0 0
ATLASSIAN CORPORATION CL A 049468101 95,738 744 SH SOLE 744 0 0
AUTODESK INC COM 052769106 202,567 1,084 SH SOLE 1,084 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 497,545 2,083 SH SOLE 2,083 0 0
BAKER HUGHES COMPANY CL A 05722G100 148,506 5,029 SH SOLE 5,029 0 0
BANK AMERICA CORP COM 060505104 18,060,303 545,299 SH SOLE 545,299 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,935,786 9,504 SH SOLE 9,504 0 0
BIOGEN INC COM 09062X103 6,420,667 23,186 SH SOLE 23,186 0 0
BLACKROCK INC COM 09247X101 7,540,532 10,641 SH SOLE 10,641 0 0
BOEING CO COM 097023105 7,639,982 40,107 SH SOLE 40,107 0 0
BOOKING HOLDINGS INC COM 09857L108 390,964 194 SH SOLE 194 0 0
BROADCOM INC COM 11135F101 1,137,270 2,034 SH SOLE 2,034 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 221,201 1,377 SH SOLE 1,377 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 264,837 781 SH SOLE 781 0 0
CINTAS CORP COM 172908105 230,326 510 SH SOLE 510 0 0
CISCO SYS INC COM 17275R102 982,908 20,632 SH SOLE 20,632 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 20,616,023 360,483 SH SOLE 360,483 0 0
COMCAST CORP NEW CL A 20030N101 9,710,819 277,690 SH SOLE 277,690 0 0
CONSTELLATION BRANDS INC CL A 21036P108 2,157,593 9,310 SH SOLE 9,310 0 0
CONSTELLATION ENERGY CORP COM 21037T109 141,557 1,642 SH SOLE 1,642 0 0
COPART INC COM 217204106 145,649 2,392 SH SOLE 2,392 0 0
COSTAR GROUP INC COM 22160N109 157,806 2,042 SH SOLE 2,042 0 0
COSTCO WHSL CORP NEW COM 22160K105 1,014,343 2,222 SH SOLE 2,222 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 115,398 1,096 SH SOLE 1,096 0 0
CSX CORP COM 126408103 327,118 10,559 SH SOLE 10,559 0 0
DATADOG INC CL A COM 23804L103 107,751 1,466 SH SOLE 1,466 0 0
DEXCOM INC COM 252131107 219,572 1,939 SH SOLE 1,939 0 0
DIAMONDBACK ENERGY INC COM 25278X109 120,777 883 SH SOLE 883 0 0
DISNEY WALT CO COM 254687106 7,715,205 88,803 SH SOLE 88,803 0 0
DOLLAR TREE INC COM 256746108 156,998 1,110 SH SOLE 1,110 0 0
DOMINION ENERGY INC COM 25746U109 532,993 8,692 SH SOLE 8,692 0 0
EBAY INC. COM 278642103 113,006 2,725 SH SOLE 2,725 0 0
ECOLAB INC COM 278865100 7,015,555 48,197 SH SOLE 48,197 0 0
ELECTRONIC ARTS INC COM 285512109 169,341 1,386 SH SOLE 1,386 0 0
EMERSON ELEC CO COM 291011104 6,298,558 65,569 SH SOLE 65,569 0 0
ENPHASE ENERGY INC COM 29355A107 180,703 682 SH SOLE 682 0 0
EQUIFAX INC COM 294429105 8,097,815 41,664 SH SOLE 41,664 0 0
ETSY INC COM 29786A106 6,805,420 56,816 SH SOLE 56,816 0 0
EXELON CORP COM 30161N101 215,761 4,991 SH SOLE 4,991 0 0
FASTENAL CO COM 311900104 136,092 2,876 SH SOLE 2,876 0 0
FISERV INC COM 337738108 322,312 3,189 SH SOLE 3,189 0 0
FORTINET INC COM 34959E109 4,584,024 93,762 SH SOLE 93,762 0 0
GILEAD SCIENCES INC COM 375558103 540,769 6,299 SH SOLE 6,299 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108 147,497 2,737 SH SOLE 2,737 0 0
HONEYWELL INTL INC COM 438516106 723,477 3,376 SH SOLE 3,376 0 0
IDEXX LABS INC COM 45168D104 169,303 415 SH SOLE 415 0 0
ILLUMINA INC COM 452327109 159,738 790 SH SOLE 790 0 0
INTEL CORP COM 458140100 6,086,776 230,298 SH SOLE 230,298 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 3,313,554 32,299 SH SOLE 32,299 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 5,207,508 49,671 SH SOLE 49,671 0 0
INTUIT COM 461202103 548,800 1,410 SH SOLE 1,410 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 470,731 1,774 SH SOLE 1,774 0 0
INVESCO EXCH TRADED FD TR II CHINA TECHNLGY 46138E800 902,718 20,848 SH SOLE 20,848 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822 5,246,375 96,423 SH SOLE 96,423 0 0
ISHARES TR CORE MSCI EURO 46434V738 1,429,827 30,127 SH SOLE 30,127 0 0
ISHARES TR GLB CNSM STP ETF 464288737 357,005 5,986 SH SOLE 5,986 0 0
ISHARES TR GLOB HLTHCRE ETF 464287325 859,113 10,155 SH SOLE 10,155 0 0
ISHARES TR GLOBAL FINLS ETF 464287333 3,418,208 48,637 SH SOLE 48,637 0 0
ISHARES TR LATN AMER 40 ETF 464287390 4,944,912 215,935 SH SOLE 215,935 0 0
ISHARES TR MSCI CHINA ETF 46429B671 3,684,338 77,565 SH SOLE 77,565 0 0
ISHARES TR MSCI INTL QUALTY 46434V456 3,415,137 105,438 SH SOLE 105,438 0 0
JD.COM INC SPON ADR CL A 47215P106 136,901 2,439 SH SOLE 2,439 0 0
KEURIG DR PEPPER INC COM 49271V100 1,614,720 45,281 SH SOLE 45,281 0 0
KLA CORP COM NEW 482480100 268,068 711 SH SOLE 711 0 0
KRAFT HEINZ CO COM 500754106 250,448 6,152 SH SOLE 6,152 0 0
LAM RESEARCH CORP COM 512807108 7,177,043 17,076 SH SOLE 17,076 0 0
LUCID GROUP INC COM 549498103 57,638 8,439 SH SOLE 8,439 0 0
LULULEMON ATHLETICA INC COM 550021109 3,881,083 12,114 SH SOLE 12,114 0 0
MARKETAXESS HLDGS INC COM 57060D108 3,521,823 12,628 SH SOLE 12,628 0 0
MARRIOTT INTL INC NEW CL A 571903202 236,586 1,589 SH SOLE 1,589 0 0
MARVELL TECHNOLOGY INC COM 573874104 158,605 4,282 SH SOLE 4,282 0 0
MASCO CORP COM 574599106 6,594,144 141,293 SH SOLE 141,293 0 0
MERCADOLIBRE INC COM 58733R102 8,282,997 9,788 SH SOLE 9,788 0 0
META PLATFORMS INC CL A 30303M102 14,871,256 123,577 SH SOLE 123,577 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 3,562,518 50,712 SH SOLE 50,712 0 0
MICRON TECHNOLOGY INC COM 595112103 272,891 5,460 SH SOLE 5,460 0 0
MICROSOFT CORP COM 594918104 25,476,318 106,231 SH SOLE 106,231 0 0
MODERNA INC COM 60770K107 346,487 1,929 SH SOLE 1,929 0 0
MONDELEZ INTL INC CL A 609207105 457,086 6,858 SH SOLE 6,858 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 266,009 2,620 SH SOLE 2,620 0 0
NETFLIX INC COM 64110L106 659,057 2,235 SH SOLE 2,235 0 0
NVIDIA CORPORATION COM 67066G104 4,499,943 30,792 SH SOLE 30,792 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 157,214 554 SH SOLE 554 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 265,025 314 SH SOLE 314 0 0
PACCAR INC COM 693718108 172,802 1,746 SH SOLE 1,746 0 0
PALO ALTO NETWORKS INC COM 697435105 211,822 1,518 SH SOLE 1,518 0 0
PAYCHEX INC COM 704326107 209,164 1,810 SH SOLE 1,810 0 0
PAYPAL HLDGS INC COM 70450Y103 407,735 5,725 SH SOLE 5,725 0 0
PEPSICO INC COM 713448108 1,249,987 6,919 SH SOLE 6,919 0 0
PINDUODUO INC SPONSORED ADS 722304102 191,643 2,350 SH SOLE 2,350 0 0
POLARIS INC COM 731068102 6,489,553 64,253 SH SOLE 64,253 0 0
PROSHARES TR S&P 500 DV ARIST 74348A467 1,384,907 15,429 SH SOLE 15,429 0 0
QUALCOMM INC COM 747525103 618,962 5,630 SH SOLE 5,630 0 0
REGENERON PHARMACEUTICALS COM 75886F107 387,440 537 SH SOLE 537 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 84,520 4,586 SH SOLE 4,586 0 0
ROCKWELL AUTOMATION INC COM 773903109 2,911,829 11,305 SH SOLE 11,305 0 0
ROSS STORES INC COM 778296103 202,310 1,743 SH SOLE 1,743 0 0
SALESFORCE INC COM 79466L302 9,975,674 75,237 SH SOLE 75,237 0 0
SAP SE SPON ADR 803054204 3,079,190 29,840 SH SOLE 29,840 0 0
SEAGEN INC COM 81181C104 119,771 932 SH SOLE 932 0 0
SERVICENOW INC COM 81762P102 7,177,171 18,485 SH SOLE 18,485 0 0
SIRIUS XM HOLDINGS INC COM 82968B103 114,084 19,535 SH SOLE 19,535 0 0
STARBUCKS CORP COM 855244109 571,789 5,764 SH SOLE 5,764 0 0
STATE STR CORP COM 857477103 3,104,351 40,020 SH SOLE 40,020 0 0
SYNOPSYS INC COM 871607107 244,895 767 SH SOLE 767 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1,454,566 19,527 SH SOLE 19,527 0 0
TERADYNE INC COM 880770102 6,436,647 73,688 SH SOLE 73,688 0 0
TESLA INC COM 88160R101 1,505,876 12,225 SH SOLE 12,225 0 0
TEXAS INSTRS INC COM 882508104 753,073 4,558 SH SOLE 4,558 0 0
T-MOBILE US INC COM 872590104 874,720 6,248 SH SOLE 6,248 0 0
TRADEWEB MKTS INC CL A 892672106 924,084 14,232 SH SOLE 14,232 0 0
TRANSUNION COM 89400J107 6,431,307 113,327 SH SOLE 113,327 0 0
TYLER TECHNOLOGIES INC COM 902252105 6,932,137 21,501 SH SOLE 21,501 0 0
UNILEVER PLC SPON ADR NEW 904767704 65,816,563 1,307,181 SH SOLE 1,307,181 0 0
VANECK ETF TRUST AGRIBUSINESS ETF 92189F700 1,701,849 19,907 SH SOLE 19,907 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 2,063,344 72,019 SH SOLE 72,019 0 0
VEEVA SYS INC CL A COM 922475108 8,886,551 55,066 SH SOLE 55,066 0 0
VERISK ANALYTICS INC COM 92345Y106 138,490 785 SH SOLE 785 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 372,237 1,289 SH SOLE 1,289 0 0
VIATRIS INC COM 92556V106 86,953,181 7,812,505 SH SOLE 7,812,505 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 73,684,570 7,281,084 SH SOLE 7,281,084 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 162,254 4,343 SH SOLE 4,343 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 115,618 12,196 SH SOLE 12,196 0 0
WELLS FARGO CO NEW COM 949746101 20,331,650 492,411 SH SOLE 492,411 0 0
WESTERN UN CO COM 959802109 5,611,234 407,497 SH SOLE 407,497 0 0
WORKDAY INC CL A 98138H101 9,131,198 54,570 SH SOLE 54,570 0 0
XCEL ENERGY INC COM 98389B100 192,662 2,748 SH SOLE 2,748 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 7,402,778 58,061 SH SOLE 58,061 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 83,523 1,233 SH SOLE 1,233 0 0
ZSCALER INC COM 98980G102 81,016 724 SH SOLE 724 0 0