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
APPLE INC Common stock 037833100 882,327 3,972,122 SH SOLE 3,972,122 0 0
ABBVIE INC Common stock 00287Y109 103,469 493,837 SH SOLE 493,837 0 0
AMAZON.COM INC Common stock 023135106 481,159 2,528,955 SH SOLE 2,528,955 0 0
BROADCOM INC Common stock 11135F101 197,420 1,179,119 SH SOLE 1,179,119 0 0
BAKER HUGHES CO Common stock 05722G100 180,699 4,111,475 SH SOLE 4,111,475 0 0
COSTCO WHOLESALE CORP Common stock 22160K105 148,214 156,711 SH SOLE 156,711 0 0
SALESFORCE Common stock 79466L302 91,185 339,785 SH SOLE 339,785 0 0
FISERV Common stock 337738108 99,420 450,210 SH SOLE 450,210 0 0
ALPHABET INC Common stock C 02079K107 288,798 1,848,544 SH SOLE 1,848,544 0 0
ALPHABET INC Common stock A 02079K305 233,704 1,511,275 SH SOLE 1,511,275 0 0
THE HOME DEPOT, INC. Common stock 437076102 114,179 311,547 SH SOLE 311,547 0 0
JPMORGAN CHASE & CO Common stock 46625H100 199,395 812,863 SH SOLE 812,863 0 0
ELI LILLY & CO Common stock 532457108 185,627 224,754 SH SOLE 224,754 0 0
MASTERCARD INC Common stock 57636Q104 231,778 422,860 SH SOLE 422,860 0 0
MERCK & CO Common stock 58933Y105 78,113 870,241 SH SOLE 870,241 0 0
MICROSOFT CORP Common stock 594918104 829,821 2,210,556 SH SOLE 2,210,556 0 0
NETFLIX INC. Common stock 64110L106 120,382 129,092 SH SOLE 129,092 0 0
SERVICENOW INC Common stock 81762P102 75,945 95,392 SH SOLE 95,392 0 0
NVIDIA Common stock 67066G104 791,090 7,299,222 SH SOLE 7,299,222 0 0
PROCTER & GAMBLE CO Common stock 742718109 127,543 748,404 SH SOLE 748,404 0 0
PROLOGIS, INC. Common stock 74340W103 101,330 906,436 SH SOLE 906,436 0 0
TESLA INC Common stock 88160R101 197,992 763,974 SH SOLE 763,974 0 0
UNITEDHEALTH GROUP Common stock 91324P102 134,707 257,198 SH SOLE 257,198 0 0
VISA INC-CLASS A SHARES Common stock 92826C839 294,670 840,808 SH SOLE 840,808 0 0
WELLTOWER INC Common stock 95040Q104 100,929 658,763 SH SOLE 658,763 0 0