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
ABBOTT LABORATORIES COM 002824100 239,788 2,591 SH SOLE 2,591 0 0
ALIGN TECHNOLOGY INC COM 016255101 9,950 59 SH SOLE 59 0 0
ALPHABET INC CAP STK CL C 02079K107 144,234 396 SH SOLE 0 0 0
ALPHABET INC CAP STK CL A 02079K305 14,798,381 40,639 SH SOLE 40,639 0 0
AMAZON COM INC COM 023135106 13,003,311 53,526 SH SOLE 53,526 0 0
APPLE INC COM 037833100 124,833 400 SH SOLE 400 0 0
APPLIED MATLS INC COM 038222105 31,812 44 SH SOLE 44 0 0
ARISTA NETWORKS INC COM SHS 040413205 230,720 1,339 SH SOLE 1,339 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 18,437 52 SH SOLE 52 0 0
AUTODESK INC COM 052769106 5,443 28 SH SOLE 28 0 0
BOSTON SCIENTIFIC CORP COM 101137107 19,760 463 SH SOLE 463 0 0
BROADCOM INC COM 11135F101 6,099,142 16,306 SH SOLE 16,306 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 9,347,789 25,056 SH SOLE 25,056 0 0
CLOUDFLARE INC CL A COM 18915M107 16,188 66 SH SOLE 66 0 0
DANAHER CORP DEL COM 235851102 326,189 1,697 SH SOLE 1,697 0 0
DATADOG INC CL A COM 23804L103 16,663 64 SH SOLE 64 0 0
ECOLAB INC COM 278865100 8,816,015 31,234 SH SOLE 31,234 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 8,543,252 90,770 SH SOLE 90,770 0 0
EMERSON ELEC CO COM 291011104 9,034,143 63,773 SH SOLE 63,773 0 0
FAIR ISAAC CORP COM 303250104 10,753 9 SH SOLE 9 0 0
FORTINET INC COM 34959E109 18,127 118 SH SOLE 118 0 0
GLOBAL X FDS GLOBAL X COPPER 37954Y830 70,847 926 SH SOLE 926 0 0
IDEXX LABS INC COM 45168D104 115,577 210 SH SOLE 210 0 0
ILLUMINA INC COM 452327109 18,462 105 SH SOLE 105 0 0
INTEL CORP COM 458140100 21,345 175 SH SOLE 175 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 7,630,167 17,929 SH SOLE 17,929 0 0
ISHARES GOLD TR ISHARES NEW 464285204 2,758,967 35,935 SH SOLE 35,935 0 0
ISHARES INC MSCI AGR PRO ETF 464286350 66,163 1,500 SH SOLE 1,500 0 0
ISHARES TR TIPS BD ETF 464287176 355,209 3,285 SH SOLE 3,285 0 0
ISHARES TR 20 YR TR BD ETF 464287432 354,128 4,149 SH SOLE 4,149 0 0
ISHARES TR GL CLEAN ENE ETF 464288224 1,061,589 52,235 SH SOLE 52,235 0 0
ISHARES TR MSCI CHINA ETF 46429B671 140,608 2,767 SH SOLE 2,767 0 0
ISHARES TR IBONDS 28 TR HI 46436E387 133,796 5,721 SH SOLE 0 0 0
ISHARES TR IBON 2027 TE ETF 46436E478 159,573 7,270 SH SOLE 0 0 0
ISHARES TR 0-3 MTH TREASURY 46436E718 229,584 2,290 SH SOLE 0 0 0
ITRON INC COM 465741106 351,370 4,059 SH SOLE 4,059 0 0
KLA CORP COM NEW 482480100 1,003,959 3,576 SH SOLE 3,576 0 0
LAM RESEARCH CORP COM NEW 512807306 22,099 51 SH SOLE 51 0 0
ELI LILLY & CO COM 532457108 671,193 560 SH SOLE 560 0 0
LUMENTUM HLDGS INC COM 55024U109 13,728 16 SH SOLE 16 0 0
MSCI INC COM 55354g100 4,784,007 7,981 SH SOLE 7,981 0 0
MICROSOFT CORP COM 594918104 10,421,673 27,191 SH SOLE 27,191 0 0
MONGODB INC CL A 60937P106 17,130 51 SH SOLE 51 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 736,298 1,750 SH SOLE 1,750 0 0
NVIDIA CORPORATION COM 67066g104 7,223,569 36,777 SH SOLE 36,777 0 0
PTC INC COM 69370C100 149,138 1,203 SH SOLE 1,203 0 0
PALO ALTO NETWORKS INC COM 697435105 11,937,599 33,740 SH SOLE 33,740 0 0
SPDR SERIES TRUST ST STR SP METAL 78464A755 66,949 638 SH SOLE 638 0 0
SELECT SECTOR SPDR TR ST STR ENERG ETF 81369Y506 204,679 3,853 SH SOLE 3,853 0 0
SERVICENOW INC COM 81762P102 8,345,788 78,622 SH SOLE 78,622 0 0
SNOWFLAKE INC COM SHS 833445109 15,779 62 SH SOLE 62 0 0
STRYKER CORPORATION COM 863667101 9,685,989 30,055 SH SOLE 30,055 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 164,118 368 SH SOLE 0 0 0
TERADYNE INC COM 880770102 17,418 36 SH SOLE 36 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 11,181,761 21,764 SH SOLE 21,764 0 0
UNITEDHEALTH GROUP INC COM 91324P102 27,015 65 SH SOLE 65 0 0
VANECK ETF TRUST AGRIBUSINESS ETF 92189F700 28,347 351 SH SOLE 351 0 0
VEEVA SYS INC CL A COM 922475108 33,896 191 SH SOLE 191 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 10,075,858 31,408 SH SOLE 31,408 0 0
VISA INC COM CL A 92826C839 11,108,682 31,374 SH SOLE 31,374 0 0
XYLEM INC COM 98419M100 664,923 5,597 SH SOLE 5,597 0 0
ZOETIS INC CL A 98978V103 50,298 679 SH SOLE 679 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 19,308 71 SH SOLE 71 0 0
ALCON AG ORD SHS H01301128 2,823,510 41,575 SH SOLE 41,575 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 60,605 132 SH SOLE 132 0 0
FERRARI N V COM N3167Y103 1,145,907 3,056 SH SOLE 3,056 0 0