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 397,988 4,027 SH SOLE 4,027 0 0
ALIGN TECHNOLOGY INC COM 016255101 8,576 59 SH SOLE 59 0 0
ALPHABET INC CAP STK CL C 02079K107 134,933 396 SH SOLE 396 0 0
ALPHABET INC CAP STK CL A 02079K305 14,056,378 40,850 SH SOLE 40,850 0 0
AMAZON COM INC COM 023135106 11,737,643 47,108 SH SOLE 47,108 0 0
APPLE INC COM 037833100 133,208 400 SH SOLE 400 0 0
APPLIED MATLS INC COM 038222105 20,455 40 SH SOLE 40 0 0
ARISTA NETWORKS INC COM SHS 040413205 275,050 1,351 SH SOLE 1,351 0 0
AUTODESK INC COM 052769106 8,987 43 SH SOLE 43 0 0
BOSTON SCIENTIFIC CORP COM 101137107 28,853 661 SH SOLE 661 0 0
BROADCOM INC COM 11135F101 6,032,387 16,915 SH SOLE 16,915 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 4,328,966 13,110 SH SOLE 13,110 0 0
CLOUDFLARE INC CL A COM 18915M107 22,226 64 SH SOLE 64 0 0
DANAHER CORP DEL COM 235851102 42,759 193 SH SOLE 193 0 0
DATADOG INC CL A COM 23804L103 22,456 82 SH SOLE 82 0 0
DYNATRACE INC COM NEW 268150109 3,291 57 SH SOLE 57 0 0
ECOLAB INC COM 278865100 8,531,412 31,069 SH SOLE 31,069 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 8,007,722 92,763 SH SOLE 92,763 0 0
EMERSON ELEC CO COM 291011104 9,809,384 63,242 SH SOLE 63,242 0 0
FORTINET INC COM 34959E109 22,703 127 SH SOLE 127 0 0
GLOBAL X FDS GLOBAL X COPPER 37954Y830 78,432 926 SH SOLE 926 0 0
IDEXX LABS INC COM 45168D104 136,814 262 SH SOLE 262 0 0
ILLUMINA INC COM 452327109 39,410 144 SH SOLE 144 0 0
INTEL CORP COM 458140100 21,040 175 SH SOLE 175 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 7,346,985 18,067 SH SOLE 18,067 0 0
ISHARES GOLD TR ISHARES NEW 464285204 3,121,188 39,964 SH SOLE 39,964 0 0
ISHARES INC MSCI AGR PRO ETF 464286350 67,995 1,500 SH SOLE 1,500 0 0
ISHARES TR TIPS BD ETF 464287176 324,189 3,116 SH SOLE 3,116 0 0
ISHARES TR 20 YR TR BD ETF 464287432 264,763 3,404 SH SOLE 3,404 0 0
ISHARES TR GL CLEAN ENE ETF 464288224 87,074 5,122 SH SOLE 5,122 0 0
ISHARES TR DEVSMCP EXNA ETF 464288497 65,198 929 SH SOLE 929 0 0
ISHARES TR MSCI CHINA ETF 46429B671 144,410 2,767 SH SOLE 2,767 0 0
ISHARES TR IBONDS 28 TR HI 46436E387 320,697 13,865 SH SOLE 13,865 0 0
ISHARES TR IBON 2027 TE ETF 46436E478 215,970 9,916 SH SOLE 9,916 0 0
ISHARES TR 0-3 MTH TREASURY 46436E718 230,557 2,290 SH SOLE 2,290 0 0
ITRON INC COM 465741106 376,270 4,358 SH SOLE 4,358 0 0
LAM RESEARCH CORP COM NEW 512807306 4,608,926 14,029 SH SOLE 14,029 0 0
ELI LILLY & CO COM 532457108 702,348 607 SH SOLE 607 0 0
LUMENTUM HLDGS INC COM 55024U109 16,511 17 SH SOLE 17 0 0
MSCI INC COM 55354G100 7,372,526 13,686 SH SOLE 13,686 0 0
MCKESSON CORP COM 58155Q103 171,616 201 SH SOLE 201 0 0
MICROSOFT CORP COM 594918104 13,862,877 27,027 SH SOLE 27,027 0 0
MONGODB INC CL A 60937P106 17,431 50 SH SOLE 50 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 649,778 1,457 SH SOLE 1,457 0 0
NETFLIX INC. COM 64110L106 312,832 4,496 SH SOLE 4,496 0 0
NVIDIA CORPORATION COM 67066G104 11,389,226 49,867 SH SOLE 49,867 0 0
PTC INC COM 69370C100 149,840 1,068 SH SOLE 1,068 0 0
PALO ALTO NETWORKS INC COM 697435105 9,481,908 23,864 SH SOLE 23,864 0 0
SPDR SERIES TRUST ST STR SP METAL 78464A755 66,071 638 SH SOLE 638 0 0
SALESFORCE INC COM 79466L302 238,982 1,041 SH SOLE 1,041 0 0
SELECT SECTOR SPDR TR ST STR ENERG ETF 81369Y506 236,960 3,853 SH SOLE 3,853 0 0
SERVICENOW INC COM 81762P102 10,797,641 80,569 SH SOLE 80,569 0 0
SNOWFLAKE INC COM SHS 833445109 22,751 67 SH SOLE 67 0 0
STRYKER CORPORATION COM 863667101 8,334,600 30,263 SH SOLE 30,263 0 0
SYNOPSYS INC COM 871607107 10,004 23 SH SOLE 23 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 291,962 640 SH SOLE 640 0 0
TERADYNE INC COM 880770102 8,419 21 SH SOLE 21 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 10,018,938 14,841 SH SOLE 14,841 0 0
UNITEDHEALTH GROUP INC COM 91324P102 23,860 65 SH SOLE 65 0 0
VANECK ETF TRUST AGRIBUSINESS ETF 92189F700 28,596 351 SH SOLE 351 0 0
VEEVA SYS INC CL A COM 922475108 58,232 204 SH SOLE 204 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 8,188,892 33,933 SH SOLE 33,933 0 0
VISA INC COM CL A 92826C839 11,240,833 31,281 SH SOLE 31,281 0 0
XYLEM INC COM 98419M100 3,620,588 35,750 SH SOLE 35,750 0 0
ZOETIS INC CL A 98978V103 45,459 651 SH SOLE 651 0 0
ASTRAZENECA PLC ORD G0593M107 350,626 2,149 SH SOLE 2,149 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 14,999 77 SH SOLE 77 0 0
STERIS PLC SHS USD G8473T100 28,561 136 SH SOLE 136 0 0
ALCON AG ORD SHS H01301128 291,533 4,508 SH SOLE 4,508 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 431,819 886 SH SOLE 886 0 0
FERRARI N V COM N3167Y103 1,209,512 3,075 SH SOLE 3,075 0 0