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
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
ACTIVISION BLIZZARD INC COM 00507V109 128 1,922 SH   SOLE   1,922 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 1,176 2,074 SH   SOLE   2,074 0 0
ADVANCED MICRO DEVICES INC COM 007903107 429 2,980 SH   SOLE   2,980 0 0
AIRBNB INC COM CL A 009066101 143 856 SH   SOLE   856 0 0
ALIGN TECHNOLOGY INC COM 016255101 127 194 SH   SOLE   194 0 0
ALPHABET INC CAP STK CL A 02079K305 1,295 447 SH   SOLE   447 0 0
ALPHABET INC CAP STK CL C 02079K107 10,200 3,525 SH   SOLE   3,525 0 0
ALTRIA GROUP INC COM 02209S103 9,520 200,894 SH   SOLE   200,894 0 0
AMAZON COM INC COM 023135106 11,754 3,525 SH   SOLE   3,525 0 0
AMERICAN ELEC PWR CO INC COM 025537101 111 1,243 SH   SOLE   1,243 0 0
AMGEN INC COM 031162100 313 1,390 SH   SOLE   1,390 0 0
ANALOG DEVICES INC COM 032654105 233 1,326 SH   SOLE   1,326 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 12,909 213,190 SH   SOLE   213,190 0 0
ANSYS INC COM 03662Q105 86 215 SH   SOLE   215 0 0
APPLE INC COM 037833100 4,334 24,408 SH   SOLE   24,408 0 0
APPLIED MATLS INC COM 038222105 351 2,228 SH   SOLE   2,228 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 159 200 SH   SOLE   200 0 0
ASPEN TECHNOLOGY INC COM 045327103 7,205 47,342 SH   SOLE   47,342 0 0
AUTODESK INC COM 052769106 152 542 SH   SOLE   542 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 256 1,040 SH   SOLE   1,040 0 0
BAIDU INC SPON ADR REP A 056752108 89 599 SH   SOLE   599 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,079 20,330 SH   SOLE   20,330 0 0
BIOGEN INC COM 09062X103 7,031 29,306 SH   SOLE   29,306 0 0
BK OF AMERICA CORP COM 060505104 21,900 492,240 SH   SOLE   492,240 0 0
BOEING CO COM 097023105 6,921 34,376 SH   SOLE   34,376 0 0
BOOKING HOLDINGS INC COM 09857L108 242 101 SH   SOLE   101 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 7,779 124,759 SH   SOLE   124,759 0 0
BROADCOM INC COM 11135F101 675 1,015 SH   SOLE   1,015 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 4,090 38,000 SH   SOLE   38,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 127 684 SH   SOLE   684 0 0
CAMPBELL SOUP CO COM 134429109 5,926 136,344 SH   SOLE   136,344 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 288 442 SH   SOLE   442 0 0
CHENIERE ENERGY INC COM NEW 16411R208 4,861 48,011 SH   SOLE   48,011 0 0
CINTAS CORP COM 172908105 113 255 SH   SOLE   255 0 0
CISCO SYS INC COM 17275R102 660 10,410 SH   SOLE   10,410 0 0
COCA COLA CO COM 191216100 4,090 69,070 SH   SOLE   69,070 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 56,365 635,317 SH   SOLE   635,317 0 0
COMCAST CORP NEW CL A 20030N101 7,331 145,652 SH   SOLE   145,652 0 0
CONOCOPHILLIPS COM 20825C104 37,910 525,210 SH   SOLE   525,210 0 0
CONSTELLATION BRANDS INC CL A 21036P108 10,150 40,445 SH   SOLE   40,445 0 0
COPART INC COM 217204106 89 585 SH   SOLE   585 0 0
CORTEVA INC COM 22052L104 4,953 104,759 SH   SOLE   104,759 0 0
COSTCO WHSL CORP NEW COM 22160K105 619 1,090 SH   SOLE   1,090 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 104 508 SH   SOLE   508 0 0
CSX CORP COM 126408103 206 5,474 SH   SOLE   5,474 0 0
DATADOG INC CL A COM 23804L103 113 634 SH   SOLE   634 0 0
DEXCOM INC COM 252131107 128 239 SH   SOLE   239 0 0
DIAGEO PLC SPON ADR NEW 25243Q205 1,129 5,130 SH   SOLE   5,130 0 0
DISNEY WALT CO COM 254687106 4,182 27,000 SH   SOLE   27,000 0 0
DOCUSIGN INC COM 256163106 74 485 SH   SOLE   485 0 0
DOLLAR TREE INC COM 256746108 78 555 SH   SOLE   555 0 0
DOMINION ENERGY INC COM 25746U109 4,193 53,374 SH   SOLE   53,374 0 0
EBAY INC. COM 278642103 103 1,545 SH   SOLE   1,545 0 0
ELECTRONIC ARTS INC COM 285512109 92 698 SH   SOLE   698 0 0
EMERSON ELEC CO COM 291011104 6,036 64,920 SH   SOLE   64,920 0 0
EQUIFAX INC COM 294429105 7,300 24,934 SH   SOLE   24,934 0 0
EXELON CORP COM 30161N101 139 2,414 SH   SOLE   2,414 0 0
FASTENAL CO COM 311900104 91 1,419 SH   SOLE   1,419 0 0
FISERV INC COM 337738108 169 1,629 SH   SOLE   1,629 0 0
FORTINET INC COM 34959E109 145 403 SH   SOLE   403 0 0
FRESHWORKS INC CLASS A COM 358054104 7,893 300,569 SH   SOLE   300,569 0 0
GILEAD SCIENCES INC COM 375558103 7,404 101,973 SH   SOLE   101,973 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 5,641 49,691 SH   SOLE   49,691 0 0
HONEYWELL INTL INC COM 438516106 4,524 21,699 SH   SOLE   21,699 0 0
IDEXX LABS INC COM 45168D104 138 209 SH   SOLE   209 0 0
ILLUMINA INC COM 452327109 146 385 SH   SOLE   385 0 0
INTEL CORP COM 458140100 7,742 150,322 SH   SOLE   150,322 0 0
INTUIT COM 461202103 449 698 SH   SOLE   698 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 317 881 SH   SOLE   881 0 0
JD.COM INC SPON ADR CL A 47215P106 128 1,830 SH   SOLE   1,830 0 0
KELLOGG CO COM 487836108 7,038 109,248 SH   SOLE   109,248 0 0
KEURIG DR PEPPER INC COM 49271V100 3,188 86,499 SH   SOLE   86,499 0 0
KLA CORP COM NEW 482480100 3,984 9,262 SH   SOLE   9,262 0 0
KRAFT HEINZ CO COM 500754106 108 3,021 SH   SOLE   3,021 0 0
LAM RESEARCH CORP COM 512807108 4,183 5,817 SH   SOLE   5,817 0 0
LOCKHEED MARTIN CORP COM 539830109 6,788 19,098 SH   SOLE   19,098 0 0
LUCID GROUP INC COM 549498103 155 4,063 SH   SOLE   4,063 0 0
LULULEMON ATHLETICA INC COM 550021109 4,622 11,807 SH   SOLE   11,807 0 0
MARRIOTT INTL INC NEW CL A 571903202 133 803 SH   SOLE   803 0 0
MARVELL TECHNOLOGY INC COM 573874104 178 2,032 SH   SOLE   2,032 0 0
MATCH GROUP INC NEW COM 57667L107 92 698 SH   SOLE   698 0 0
MERCADOLIBRE INC COM 58733R102 4,435 3,289 SH   SOLE   3,289 0 0
MERCK & CO INC COM 58933Y105 6,944 90,606 SH   SOLE   90,606 0 0
META PLATFORMS INC CL A 30303M102 22,888 68,048 SH   SOLE   68,048 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 3,787 43,494 SH   SOLE   43,494 0 0
MICRON TECHNOLOGY INC COM 595112103 257 2,761 SH   SOLE   2,761 0 0
MICROSOFT CORP COM 594918104 28,892 85,905 SH   SOLE   85,905 0 0
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 17,951 3,287,781 SH   SOLE   3,287,781 0 0
MODERNA INC COM 60770K107 254 1,000 SH   SOLE   1,000 0 0
MONDELEZ INTL INC CL A 609207105 3,477 52,443 SH   SOLE   52,443 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 125 1,306 SH   SOLE   1,306 0 0
NETEASE INC SPONSORED ADS 64110W102 71 699 SH   SOLE   699 0 0
NETFLIX INC COM 64110L106 658 1,093 SH   SOLE   1,093 0 0
NIKE INC CL B 654106103 5,333 32,000 SH   SOLE   32,000 0 0
NVIDIA CORPORATION COM 67066G104 1,539 5,234 SH   SOLE   5,234 0 0
OKTA INC CL A 679295105 82 364 SH   SOLE   364 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 117 166 SH   SOLE   166 0 0
PACCAR INC COM 693718108 76 856 SH   SOLE   856 0 0
PALO ALTO NETWORKS INC COM 697435105 135 243 SH   SOLE   243 0 0
PAYCHEX INC COM 704326107 121 890 SH   SOLE   890 0 0
PAYPAL HLDGS INC COM 70450Y103 547 2,900 SH   SOLE   2,900 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 27 743 SH   SOLE   743 0 0
PEPSICO INC COM 713448108 593 3,412 SH   SOLE   3,412 0 0
PHILIP MORRIS INTL INC COM 718172109 8,521 89,696 SH   SOLE   89,696 0 0
PINDUODUO INC SPONSORED ADS 722304102 60 1,026 SH   SOLE   1,026 0 0
POLARIS INC COM 731068102 6,756 61,473 SH   SOLE   61,473 0 0
QUALCOMM INC COM 747525103 505 2,764 SH   SOLE   2,764 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 3,427 39,825 SH   SOLE   39,825 0 0
REGENERON PHARMACEUTICALS COM 75886F107 164 260 SH   SOLE   260 0 0
ROPER TECHNOLOGIES INC COM 776696106 3,448 7,010 SH   SOLE   7,010 0 0
ROSS STORES INC COM 778296103 100 877 SH   SOLE   877 0 0
SALESFORCE COM INC COM 79466L302 16,401 64,536 SH   SOLE   64,536 0 0
SAP SE SPON ADR 803054204 7,227 51,580 SH   SOLE   51,580 0 0
SEAGEN INC COM 81181C104 70 451 SH   SOLE   451 0 0
SHERWIN WILLIAMS CO COM 824348106 6,075 17,250 SH   SOLE   17,250 0 0
SIRIUS XM HOLDINGS INC COM 82968B103 63 9,871 SH   SOLE   9,871 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 63 408 SH   SOLE   408 0 0
SPLUNK INC COM 848637104 46 398 SH   SOLE   398 0 0
STARBUCKS CORP COM 855244109 339 2,895 SH   SOLE   2,895 0 0
SYNOPSYS INC COM 871607107 139 376 SH   SOLE   376 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 5,014 41,674 SH   SOLE   41,674 0 0
TESLA INC COM 88160R101 1,579 1,494 SH   SOLE   1,494 0 0
TEXAS INSTRS INC COM 882508104 430 2,279 SH   SOLE   2,279 0 0
T-MOBILE US INC COM 872590104 358 3,083 SH   SOLE   3,083 0 0
TYLER TECHNOLOGIES INC COM 902252105 6,884 12,796 SH   SOLE   12,796 0 0
UNILEVER PLC SPON ADR NEW 904767704 79,655 1,480,856 SH   SOLE   1,480,856 0 0
VEEVA SYS INC CL A COM 922475108 8,299 32,485 SH   SOLE   32,485 0 0
VERISIGN INC COM 92343E102 70 274 SH   SOLE   274 0 0
VERISK ANALYTICS INC COM 92345Y106 91 397 SH   SOLE   397 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 80,874 1,556,460 SH   SOLE   1,556,460 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 138 627 SH   SOLE   627 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 103,337 6,921,442 SH   SOLE   6,921,442 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 111 2,136 SH   SOLE   2,136 0 0
WELLS FARGO CO NEW COM 949746101 7,086 147,677 SH   SOLE   147,677 0 0
WESTERN UN CO COM 959802109 5,688 318,832 SH   SOLE   318,832 0 0
WORKDAY INC CL A 98138H101 13,596 49,768 SH   SOLE   49,768 0 0
XCEL ENERGY INC COM 98389B100 90 1,329 SH   SOLE   1,329 0 0
XILINX INC COM 983919101 130 611 SH   SOLE   611 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 5,852 46,067 SH   SOLE   46,067 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 110 597 SH   SOLE   597 0 0
ZSCALER INC COM 98980G102 111 345 SH   SOLE   345 0 0