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
ALPHABET INC (CLASS A) CAP STK CL A 02079K305 42,791,484 119,740 SH SOLE 119,740 0 0
ALPHABET INC (CLASS C) CAP STK CL C 02079K107 12,482,796 35,329 SH SOLE 35,329 0 0
AMAZON COM INC COM 023135106 11,525,884 48,359 SH SOLE 48,359 0 0
APPLE INC COM 037833100 24,407,516 84,350 SH SOLE 84,350 0 0
ARM HOLDINGS SPONSORED ADS 042068205 3,080,504 8,688 SH SOLE 8,688 0 0
BROADCOM INC COM 11135F101 9,137,395 24,189 SH SOLE 24,189 0 0
DEERE & COMPANY COM 244199105 6,394,046 10,080 SH SOLE 10,080 0 0
ECOLAB INC COM 278865100 3,886,610 13,950 SH SOLE 13,950 0 0
ELI LILLY AND COMPANY COM 532457108 9,642,218 8,039 SH SOLE 8,039 0 0
ENERGY SELECT SECTOR SPDR ENERGY 81369Y506 1,803,031 33,949 SH SOLE 33,949 0 0
FORTINET INC COM 34959E109 4,839,184 31,501 SH SOLE 31,501 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 1,479,370 3,720 SH SOLE 3,720 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 10,801,410 30,855 SH SOLE 30,855 0 0
KLA CORPORATION COM NEW 482480100 8,131,085 26,950 SH SOLE 26,950 0 0
LINDE PLC SHS G54950103 4,985,457 9,607 SH SOLE 9,607 0 0
MICRON TECHNOLOGY INC COM 595112103 16,504,038 14,298 SH SOLE 14,298 0 0
MICROSOFT CORPORATION COM 594918104 28,805,350 77,222 SH SOLE 77,222 0 0
NEXTERA ENERGY INC COM 65339F101 7,250,065 82,603 SH SOLE 82,603 0 0
NVIDIA CORPORATION COM 67066G104 17,204,739 85,985 SH SOLE 85,985 0 0
PROLOGIS INC COM 74340W103 13,330,248 98,400 SH SOLE 98,400 0 0
QUANTA SERVICES INC COM 74762E102 3,116,333 4,328 SH SOLE 4,328 0 0
ROCKWELL AUTOMATION INC COM 773903109 10,569,958 21,350 SH SOLE 21,350 0 0
SERVICENOW INC COM 81762P102 6,260,994 63,064 SH SOLE 63,064 0 0
TESLA INC COM 88160R101 482,428 1,147 SH SOLE 1,147 0 0
TEXAS INSTRUMENTS INCORPORATED COM 882508104 9,588,912 32,170 SH SOLE 32,170 0 0
THE COCA COLA COMPANY COM 191216100 7,020,915 86,390 SH SOLE 86,390 0 0
THE PROCTER & GAMBLE COMPANY COM 742718109 7,688,335 52,430 SH SOLE 52,430 0 0
THE SHERWIN WILLIAMS COMPANY COM 824348106 5,219,891 15,160 SH SOLE 15,160 0 0
THE WALT DISNEY COMPANY COM 254687106 10,181,325 105,780 SH SOLE 105,780 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 8,272,440 16,500 SH SOLE 16,500 0 0
VISA INC COM CL A 92826C839 11,725,444 34,176 SH SOLE 34,176 0 0
WALMART INC COM 931142103 10,881,228 96,073 SH SOLE 96,073 0 0