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
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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
AMAZON COM INC COM 023135106 146,801,856 669,167 SH SOLE 669,167 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 127,004,667 233,647 SH SOLE 233,647 0 0
ENTEGRIS INC COM 29362U104 68,764,175 852,889 SH SOLE 852,889 0 0
MICROSOFT CORP COM 594918104 192,285,194 386,740 SH SOLE 386,740 0 0
SYNOPSYS INC COM 871607107 109,600,359 213,673 SH SOLE 213,673 0 0
TEXAS INSTRS INC COM 882508104 112,567,192 542,401 SH SOLE 542,401 0 0
ALPHABET INC CAP STK CL A 02079K305 7,833,109 44,452 SH SOLE 44,452 0 0
ALPHABET INC CAP STK CL C 02079K107 159,311,260 898,338 SH SOLE 0 0 0
ISHARES TR MSCI AC ASIA ETF 464288182 2,826,601 34,210 SH SOLE 34,210 0 0
UNION PAC CORP COM 907818108 91,691,720 398,599 SH SOLE 398,599 0 0
TJX COS INC NEW COM 872540109 96,280,105 779,817 SH SOLE 779,817 0 0
COCA COLA CO COM 191216100 98,334,271 1,390,375 SH SOLE 1,390,375 0 0
DANAHER CORPORATION COM 235851102 57,849,543 292,961 SH SOLE 292,961 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 104,295,918 257,327 SH SOLE 257,327 0 0
JPMORGAN CHASE & CO. COM 46625H100 211,377,482 729,479 SH SOLE 729,479 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 145,351,252 792,472 SH SOLE 792,472 0 0
S&P GLOBAL INC COM 78409V104 121,964,791 231,362 SH SOLE 231,362 0 0
VISA INC COM CL A 92826C839 165,613,394 466,773 SH SOLE 466,773 0 0
PROGRESSIVE CORP COM 743315103 133,829,383 501,506 SH SOLE 501,506 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 18,380,735 62,389 SH SOLE 62,389 0 0
AMETEK INC COM 031100100 119,980,775 663,152 SH SOLE 663,152 0 0
AMPHENOL CORP NEW CL A 032095101 198,070,881 2,006,289 SH SOLE 2,006,289 0 0
PROLOGIS INC. COM 74340W103 1,305,642 12,427 SH SOLE 12,427 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 3,496,676 15,444 SH SOLE 0 0 0
ISHARES TR GLOBAL TECH ETF 464287291 1,204,058 13,050 SH SOLE 13,050 0 0
SPDR GOLD TR GOLD SHS 78463V107 16,694,721 54,779 SH SOLE 54,779 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108 1,510,420 19,000 SH SOLE 19,000 0 0
INSULET CORP COM 45784P101 287,438 915 SH SOLE 915 0 0
INTUIT COM 461202103 480,368 610 SH SOLE 610 0 0
APPLE INC COM 037833100 539,988 2,633 SH SOLE 2,633 0 0
NVIDIA CORPORATION COM 67066G104 863,548 5,470 SH SOLE 5,470 0 0
CHEVRON CORP NEW COM 166764100 686,952 4,800 SH SOLE 4,800 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 1,345,194 6,176 SH SOLE 6,176 0 0
NORTHROP GRUMMAN CORP COM 666807102 558,729 1,117 SH SOLE 1,117 0 0
HOME DEPOT INC COM 437076102 274,946 750 SH SOLE 750 0 0
SYSCO CORP COM 871829107 530,075 7,000 SH SOLE 7,000 0 0
WALMART INC COM 931142103 916,159 9,372 SH SOLE 9,372 0 0
ABBOTT LABS COM 002824100 278,707 2,050 SH SOLE 2,050 0 0
ABBVIE INC COM 00287Y109 324,756 1,750 SH SOLE 1,750 0 0
ELI LILLY & CO COM 532457108 255,516 328 SH SOLE 328 0 0
JOHNSON & JOHNSON COM 478160104 375,238 2,458 SH SOLE 2,458 0 0
BANK AMERICA CORP COM 060505104 253,252 5,357 SH SOLE 5,357 0 0
WELLS FARGO CO NEW COM 949746101 321,781 4,019 SH SOLE 4,019 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 756,372 1,559 SH SOLE 0 0 0
MASTERCARD INCORPORATED CL A 57636Q104 2,021,396 3,599 SH SOLE 3,599 0 0
MARSH & MCLENNAN COS INC COM 571748102 508,661 2,326 SH SOLE 2,326 0 0
XCEL ENERGY INC COM 98389B100 367,659 5,400 SH SOLE 5,400 0 0
IRON MTN INC DEL COM 46284V101 666,682 6,502 SH SOLE 6,502 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 456,013 738 SH SOLE 738 0 0
VANGUARD WORLD FD HEALTH CAR ETF 92204A504 972,427 3,915 SH SOLE 0 0 0