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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101 BBG001S5T7X2 5,861,570 48,879 SH   SOLE   48,879 0 0
ACTIVISION BLIZZARD INC COM 00507V109 BBG001S6C009 300,842 3,930 SH   SOLE   3,930 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 BBG001S5NCQ5 10,918,379 32,444 SH   SOLE   32,444 0 0
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 524,507 8,098 SH   SOLE   8,098 0 0
AIRBNB INC COM CL A 009066101 BBG001Y2XS16 171,000 2,000 SH   SOLE   2,000 0 0
ALIGN TECHNOLOGY INC COM 016255101 BBG001SCF1B9 82,673 392 SH   SOLE   392 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 2,079,493 23,569 SH   SOLE   23,569 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 9,378,850 105,701 SH   SOLE   105,701 0 0
ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 2,920,869 63,900 SH   SOLE   63,900 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 9,754,920 116,130 SH   SOLE   116,130 0 0
AMERICAN ELEC PWR CO INC COM 025537101 BBG001S5NFD2 244,971 2,580 SH   SOLE   2,580 0 0
AMGEN INC COM 031162100 BBG001S5NNL6 703,613 2,679 SH   SOLE   2,679 0 0
ANALOG DEVICES INC COM 032654105 BBG001S5ND38 419,425 2,557 SH   SOLE   2,557 0 0
ANSYS INC COM 03662Q105 BBG001S926L8 105,575 437 SH   SOLE   437 0 0
APPLE INC COM 037833100 BBG001S5N8V8 6,436,083 49,535 SH   SOLE   49,535 0 0
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 420,682 4,320 SH   SOLE   4,320 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 242,055 443 SH   SOLE   443 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 BBG001SB80N8 208,010 3,068 SH   SOLE   3,068 0 0
ATLASSIAN CORPORATION CL A 049468101 BBG01BGWHFS4 95,738 744 SH   SOLE   744 0 0
AUTODESK INC COM 052769106 BBG001S5SCD4 202,567 1,084 SH   SOLE   1,084 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 497,545 2,083 SH   SOLE   2,083 0 0
BAKER HUGHES COMPANY CL A 05722G100 BBG00GBVBK60 148,506 5,029 SH   SOLE   5,029 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 18,060,303 545,299 SH   SOLE   545,299 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 2,935,786 9,504 SH   SOLE   9,504 0 0
BIOGEN INC COM 09062X103 BBG001S67826 6,420,667 23,186 SH   SOLE   23,186 0 0
BLACKROCK INC COM 09247X101 BBG001SDBP55 7,540,532 10,641 SH   SOLE   10,641 0 0
BOEING CO COM 097023105 BBG001S5P0V3 7,639,982 40,107 SH   SOLE   40,107 0 0
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 390,964 194 SH   SOLE   194 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 1,137,270 2,034 SH   SOLE   2,034 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 221,201 1,377 SH   SOLE   1,377 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 BBG001T3TDG2 264,837 781 SH   SOLE   781 0 0
CINTAS CORP COM 172908105 BBG001S7CRG1 230,326 510 SH   SOLE   510 0 0
CISCO SYS INC COM 17275R102 BBG001S6HC62 982,908 20,632 SH   SOLE   20,632 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 BBG001S5STN6 20,616,023 360,483 SH   SOLE   360,483 0 0
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 9,710,819 277,690 SH   SOLE   277,690 0 0
CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 2,157,593 9,310 SH   SOLE   9,310 0 0
CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRPJ9 141,557 1,642 SH   SOLE   1,642 0 0
COPART INC COM 217204106 BBG001S7MTB1 145,649 2,392 SH   SOLE   2,392 0 0
COSTAR GROUP INC COM 22160N109 BBG001SD3DY9 157,806 2,042 SH   SOLE   2,042 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 1,014,343 2,222 SH   SOLE   2,222 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 115,398 1,096 SH   SOLE   1,096 0 0
CSX CORP COM 126408103 BBG001S5Q7Q3 327,118 10,559 SH   SOLE   10,559 0 0
DATADOG INC CL A COM 23804L103 BBG003NJHZW5 107,751 1,466 SH   SOLE   1,466 0 0
DEXCOM INC COM 252131107 BBG001SKZG99 219,572 1,939 SH   SOLE   1,939 0 0
DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 120,777 883 SH   SOLE   883 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 7,715,205 88,803 SH   SOLE   88,803 0 0
DOLLAR TREE INC COM 256746108 BBG001S6ZGL6 156,998 1,110 SH   SOLE   1,110 0 0
DOMINION ENERGY INC COM 25746U109 BBG001S5QCP3 532,993 8,692 SH   SOLE   8,692 0 0
EBAY INC. COM 278642103 BBG001S9B9J5 113,006 2,725 SH   SOLE   2,725 0 0
ECOLAB INC COM 278865100 BBG001S5QRB5 7,015,555 48,197 SH   SOLE   48,197 0 0
ELECTRONIC ARTS INC COM 285512109 BBG001S5T5C9 169,341 1,386 SH   SOLE   1,386 0 0
EMERSON ELEC CO COM 291011104 BBG001S5QVT7 6,298,558 65,569 SH   SOLE   65,569 0 0
ENPHASE ENERGY INC COM 29355A107 BBG001V28NC6 180,703 682 SH   SOLE   682 0 0
EQUIFAX INC COM 294429105 BBG001S5QSK3 8,097,815 41,664 SH   SOLE   41,664 0 0
ETSY INC COM 29786A106 BBG001T53625 6,805,420 56,816 SH   SOLE   56,816 0 0
EXELON CORP COM 30161N101 BBG001SBJMT2 215,761 4,991 SH   SOLE   4,991 0 0
FASTENAL CO COM 311900104 BBG001S5R1F7 136,092 2,876 SH   SOLE   2,876 0 0
FISERV INC COM 337738108 BBG001S5R6Q4 322,312 3,189 SH   SOLE   3,189 0 0
FORTINET INC COM 34959E109 BBG001S77BL6 4,584,024 93,762 SH   SOLE   93,762 0 0
GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 540,769 6,299 SH   SOLE   6,299 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108 BBG001SV0YS3 147,497 2,737 SH   SOLE   2,737 0 0
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 723,477 3,376 SH   SOLE   3,376 0 0
IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 169,303 415 SH   SOLE   415 0 0
ILLUMINA INC COM 452327109 BBG001SF4NY1 159,738 790 SH   SOLE   790 0 0
INTEL CORP COM 458140100 BBG001S5SF65 6,086,776 230,298 SH   SOLE   230,298 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 BBG001SDJ4R0 3,313,554 32,299 SH   SOLE   32,299 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 BBG001S5S5F7 5,207,508 49,671 SH   SOLE   49,671 0 0
INTUIT COM 461202103 BBG001S6TWR2 548,800 1,410 SH   SOLE   1,410 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 470,731 1,774 SH   SOLE   1,774 0 0
INVESCO EXCH TRADED FD TR II CHINA TECHNLGY 46138E800 BBG00KXH5265 902,718 20,848 SH   SOLE   20,848 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822 BBG001S8SYN9 5,246,375 96,423 SH   SOLE   96,423 0 0
ISHARES TR CORE MSCI EURO 46434V738 BBG006MJ8984 1,429,827 30,127 SH   SOLE   30,127 0 0
ISHARES TR GLB CNSM STP ETF 464288737 BBG001SNVWR2 357,005 5,986 SH   SOLE   5,986 0 0
ISHARES TR GLOB HLTHCRE ETF 464287325 BBG001SJX8Q3 859,113 10,155 SH   SOLE   10,155 0 0
ISHARES TR GLOBAL FINLS ETF 464287333 BBG001SJX8P4 3,418,208 48,637 SH   SOLE   48,637 0 0
ISHARES TR LATN AMER 40 ETF 464287390 BBG001SJRVW2 4,944,912 215,935 SH   SOLE   215,935 0 0
ISHARES TR MSCI CHINA ETF 46429B671 BBG001S56D46 3,684,338 77,565 SH   SOLE   77,565 0 0
ISHARES TR MSCI INTL QUALTY 46434V456 BBG007WGM3H4 3,415,137 105,438 SH   SOLE   105,438 0 0
JD.COM INC SPON ADR CL A 47215P106 BBG005YHY0R6 136,901 2,439 SH   SOLE   2,439 0 0
KEURIG DR PEPPER INC COM 49271V100 BBG001ST5W34 1,614,720 45,281 SH   SOLE   45,281 0 0
KLA CORP COM NEW 482480100 BBG001S5SLM4 268,068 711 SH   SOLE   711 0 0
KRAFT HEINZ CO COM 500754106 BBG005CPNTR1 250,448 6,152 SH   SOLE   6,152 0 0
LAM RESEARCH CORP COM 512807108 BBG001S5SW40 7,177,043 17,076 SH   SOLE   17,076 0 0
LUCID GROUP INC COM 549498103 BBG00W7F99W4 57,638 8,439 SH   SOLE   8,439 0 0
LULULEMON ATHLETICA INC COM 550021109 BBG001STBM75 3,881,083 12,114 SH   SOLE   12,114 0 0
MARKETAXESS HLDGS INC COM 57060D108 BBG001S8R6K4 3,521,823 12,628 SH   SOLE   12,628 0 0
MARRIOTT INTL INC NEW CL A 571903202 BBG001S78K44 236,586 1,589 SH   SOLE   1,589 0 0
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 158,605 4,282 SH   SOLE   4,282 0 0
MASCO CORP COM 574599106 BBG001S5SZ70 6,594,144 141,293 SH   SOLE   141,293 0 0
MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 8,282,997 9,788 SH   SOLE   9,788 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 14,871,256 123,577 SH   SOLE   123,577 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 BBG001S787B5 3,562,518 50,712 SH   SOLE   50,712 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 272,891 5,460 SH   SOLE   5,460 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 25,476,318 106,231 SH   SOLE   106,231 0 0
MODERNA INC COM 60770K107 BBG003PHHZV8 346,487 1,929 SH   SOLE   1,929 0 0
MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 457,086 6,858 SH   SOLE   6,858 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 BBG008NVB1F7 266,009 2,620 SH   SOLE   2,620 0 0
NETFLIX INC COM 64110L106 BBG001SF6L46 659,057 2,235 SH   SOLE   2,235 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 4,499,943 30,792 SH   SOLE   30,792 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 BBG001S6WQT9 157,214 554 SH   SOLE   554 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 265,025 314 SH   SOLE   314 0 0
PACCAR INC COM 693718108 BBG001S5V1S8 172,802 1,746 SH   SOLE   1,746 0 0
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 211,822 1,518 SH   SOLE   1,518 0 0
PAYCHEX INC COM 704326107 BBG001S5V135 209,164 1,810 SH   SOLE   1,810 0 0
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 407,735 5,725 SH   SOLE   5,725 0 0
PEPSICO INC COM 713448108 BBG001S695T1 1,249,987 6,919 SH   SOLE   6,919 0 0
PINDUODUO INC SPONSORED ADS 722304102 BBG00LBLDFH8 191,643 2,350 SH   SOLE   2,350 0 0
POLARIS INC COM 731068102 BBG001S7HWZ4 6,489,553 64,253 SH   SOLE   64,253 0 0
PROSHARES TR S&P 500 DV ARIST 74348A467 BBG005D266P2 1,384,907 15,429 SH   SOLE   15,429 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 618,962 5,630 SH   SOLE   5,630 0 0
REGENERON PHARMACEUTICALS COM 75886F107 BBG001S6PX49 387,440 537 SH   SOLE   537 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 BBG00741Y1P0 84,520 4,586 SH   SOLE   4,586 0 0
ROCKWELL AUTOMATION INC COM 773903109 BBG001S5VRF5 2,911,829 11,305 SH   SOLE   11,305 0 0
ROSS STORES INC COM 778296103 BBG001S5VRS1 202,310 1,743 SH   SOLE   1,743 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 9,975,674 75,237 SH   SOLE   75,237 0 0
SAP SE SPON ADR 803054204 BBG001S6RD41 3,079,190 29,840 SH   SOLE   29,840 0 0
SEAGEN INC COM 81181C104 BBG001S9M4Q6 119,771 932 SH   SOLE   932 0 0
SERVICENOW INC COM 81762P102 BBG001T4JFC0 7,177,171 18,485 SH   SOLE   18,485 0 0
SIRIUS XM HOLDINGS INC COM 82968B103 BBG001S70ZY6 114,084 19,535 SH   SOLE   19,535 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 571,789 5,764 SH   SOLE   5,764 0 0
STATE STR CORP COM 857477103 BBG001S5RLD5 3,104,351 40,020 SH   SOLE   40,020 0 0
SYNOPSYS INC COM 871607107 BBG001S5VTR8 244,895 767 SH   SOLE   767 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 1,454,566 19,527 SH   SOLE   19,527 0 0
TERADYNE INC COM 880770102 BBG001S5WMZ3 6,436,647 73,688 SH   SOLE   73,688 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 1,505,876 12,225 SH   SOLE   12,225 0 0
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 753,073 4,558 SH   SOLE   4,558 0 0
T-MOBILE US INC COM 872590104 BBG001SKR9Y6 874,720 6,248 SH   SOLE   6,248 0 0
TRADEWEB MKTS INC CL A 892672106 BBG00NK8H9M7 924,084 14,232 SH   SOLE   14,232 0 0
TRANSUNION COM 89400J107 BBG002Q7J607 6,431,307 113,327 SH   SOLE   113,327 0 0
TYLER TECHNOLOGIES INC COM 902252105 BBG001S5WZB0 6,932,137 21,501 SH   SOLE   21,501 0 0
UNILEVER PLC SPON ADR NEW 904767704 BBG001S5X1K4 65,816,563 1,307,181 SH   SOLE   1,307,181 0 0
VANECK ETF TRUST AGRIBUSINESS ETF 92189F700 BBG001SPSH76 1,701,849 19,907 SH   SOLE   19,907 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 BBG001SR42Z0 2,063,344 72,019 SH   SOLE   72,019 0 0
VEEVA SYS INC CL A COM 922475108 BBG001TX0CB4 8,886,551 55,066 SH   SOLE   55,066 0 0
VERISK ANALYTICS INC COM 92345Y106 BBG001SBRX64 138,490 785 SH   SOLE   785 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 372,237 1,289 SH   SOLE   1,289 0 0
VIATRIS INC COM 92556V106 BBG00Y52JV51 86,953,181 7,812,505 SH   SOLE   7,812,505 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 BBG001S6MDB8 73,684,570 7,281,084 SH   SOLE   7,281,084 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 BBG001S5XBY7 162,254 4,343 SH   SOLE   4,343 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 BBG011386VG3 115,618 12,196 SH   SOLE   12,196 0 0
WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 20,331,650 492,411 SH   SOLE   492,411 0 0
WESTERN UN CO COM 959802109 BBG001SR0YK0 5,611,234 407,497 SH   SOLE   407,497 0 0
WORKDAY INC CL A 98138H101 BBG001T21KQ7 9,131,198 54,570 SH   SOLE   54,570 0 0
XCEL ENERGY INC COM 98389B100 BBG001S7F0X8 192,662 2,748 SH   SOLE   2,748 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 BBG001S7DQJ9 7,402,778 58,061 SH   SOLE   58,061 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 BBG0042V6JN7 83,523 1,233 SH   SOLE   1,233 0 0
ZSCALER INC COM 98980G102 BBG003338H61 81,016 724 SH   SOLE   724 0 0