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
ABBOTT LABS COM 002824100   663,461 6,043 SH   DFND   6,043 0 0
ABBOTT LABS COM 002824100   1,916,494 17,456 SH   DFND 4 17,456 0 0
ACTIVISION BLIZZARD INC COM 00507V109   1,135,313 14,831 SH   DFND   14,831 0 0
ACTIVISION BLIZZARD INC COM 00507V109   3,722,550 48,629 SH   DFND 4 48,629 0 0
AIR PRODS & CHEMS INC COM 009158106   322,440 1,046 SH   DFND 4 1,046 0 0
ALPHABET INC CAP STK CL A 02079K305   709,457 8,041 SH   DFND   8,041 0 0
ALPHABET INC CAP STK CL A 02079K305   2,463,911 27,926 SH   DFND 4 27,926 0 0
ALPHABET INC CAP STK CL C 02079K107   399,285 4,500 SH   DFND   4,500 0 0
ALPHABET INC CAP STK CL C 02079K107   230,698 2,600 SH   DFND 4 2,600 0 0
AMERICAN EXPRESS CO COM 025816109   587,159 3,974 SH   DFND   3,974 0 0
AMERICAN EXPRESS CO COM 025816109   2,789,816 18,882 SH   DFND 4 18,882 0 0
AMGEN INC COM 031162100   1,347,343 5,130 SH   DFND   5,130 0 0
AMGEN INC COM 031162100   2,789,499 10,621 SH   DFND 4 10,621 0 0
APPLE INC COM 037833100   3,080,380 23,708 SH   DFND   23,708 0 0
APPLE INC COM 037833100   10,732,088 82,599 SH   DFND 4 82,599 0 0
BERKLEY W R CORP COM 084423102   1,663,304 22,920 SH   DFND   22,920 0 0
BERKLEY W R CORP COM 084423102   4,308,118 59,365 SH   DFND 4 59,365 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   255,460 827 SH   DFND 4 827 0 0
BROADCOM INC COM 11135F101   1,316,192 2,354 SH   DFND   2,354 0 0
BROADCOM INC COM 11135F101   4,219,195 7,546 SH   DFND 4 7,546 0 0
CANADIAN NAT RES LTD COM 136385101   225,507 4,061 SH   DFND   4,061 0 0
CF INDS HLDGS INC COM 125269100   1,666,001 19,554 SH   DFND   19,554 0 0
CF INDS HLDGS INC COM 125269100   3,558,037 41,761 SH   DFND 4 41,761 0 0
CHUBB LIMITED COM H1467J104   452,230 2,050 SH   DFND 4 2,050 0 0
CINTAS CORP COM 172908105   667,494 1,478 SH   DFND   1,478 0 0
CINTAS CORP COM 172908105   4,211,357 9,325 SH   DFND 4 9,325 0 0
CISCO SYS INC COM 17275R102   639,043 13,414 SH   DFND   13,414 0 0
CISCO SYS INC COM 17275R102   1,180,567 24,781 SH   DFND 4 24,781 0 0
CME GROUP INC COM 12572Q105   10,089,748 60,001 SH   DFND   60,001 0 0
CNH INDL N V SHS N20944109   214,642 13,365 SH   DFND   13,365 0 0
CNH INDL N V SHS N20944109   804,349 50,084 SH   DFND 4 50,084 0 0
COCA COLA CO COM 191216100   624,332 9,815 SH   DFND   9,815 0 0
COCA COLA CO COM 191216100   1,490,573 23,433 SH   DFND 4 23,433 0 0
COMCAST CORP NEW CL A 20030N101   266,401 7,618 SH   DFND 4 7,618 0 0
CONOCOPHILLIPS COM 20825C104   268,332 2,274 SH   DFND 4 2,274 0 0
COSTCO WHSL CORP NEW COM 22160K105   1,388,673 3,042 SH   DFND   3,042 0 0
COSTCO WHSL CORP NEW COM 22160K105   3,812,232 8,351 SH   DFND 4 8,351 0 0
CUMMINS INC COM 231021106   230,660 952 SH   DFND 4 952 0 0
EBAY INC. COM 278642103   559,099 13,482 SH   DFND   13,482 0 0
EBAY INC. COM 278642103   1,484,585 35,799 SH   DFND 4 35,799 0 0
F5 INC COM 315616102   251,143 1,750 SH   DFND 4 1,750 0 0
GENERAL MLS INC COM 370334104   1,723,956 20,560 SH   DFND   20,560 0 0
GENERAL MLS INC COM 370334104   4,033,940 48,109 SH   DFND 4 48,109 0 0
GILEAD SCIENCES INC COM 375558103   67,564 787 SH   DFND   787 0 0
GILEAD SCIENCES INC COM 375558103   314,211 3,660 SH   DFND 4 3,660 0 0
INTUIT COM 461202103   547,243 1,406 SH   DFND   1,406 0 0
INTUIT COM 461202103   1,761,610 4,526 SH   DFND 4 4,526 0 0
ISHARES TR CORE S&P500 ETF 464287200   5,375,482 13,991 SH   DFND 4 13,991 0 0
JOHNSON CTLS INTL PLC SHS G51502105   229,952 3,593 SH   DFND 4 3,593 0 0
JPMORGAN CHASE & CO COM 46625H100   766,113 5,713 SH   DFND   5,713 0 0
JPMORGAN CHASE & CO COM 46625H100   3,174,415 23,672 SH   DFND 4 23,672 0 0
KLA CORP COM NEW 482480100   2,090,254 5,544 SH   DFND   5,544 0 0
KLA CORP COM NEW 482480100   5,647,532 14,979 SH   DFND 4 14,979 0 0
KROGER CO COM 501044101   757,147 16,984 SH   DFND 4 16,984 0 0
LILLY ELI & CO COM 532457108   2,008,462 5,490 SH   DFND   5,490 0 0
LILLY ELI & CO COM 532457108   3,909,000 10,685 SH   DFND 4 10,685 0 0
LINDE PLC SHS G5494J103   655,296 2,009 SH   DFND   2,009 0 0
LINDE PLC SHS G5494J103   1,967,844 6,033 SH   DFND 4 6,033 0 0
MCDONALDS CORP COM 580135101   1,945,642 7,383 SH   DFND   7,383 0 0
MCDONALDS CORP COM 580135101   5,100,096 19,353 SH   DFND 4 19,353 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   462,544 320 SH   DFND 4 320 0 0
MICROSOFT CORP COM 594918104   2,258,145 9,416 SH   DFND   9,416 0 0
MICROSOFT CORP COM 594918104   10,768,877 44,904 SH   DFND 4 44,904 0 0
NIKE INC CL B 654106103   666,021 5,692 SH   DFND   5,692 0 0
NIKE INC CL B 654106103   2,563,689 21,910 SH   DFND 4 21,910 0 0
NVIDIA CORPORATION COM 67066G104   569,215 3,895 SH   DFND   3,895 0 0
NVIDIA CORPORATION COM 67066G104   2,031,492 13,901 SH   DFND 4 13,901 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   1,152,945 1,366 SH   DFND   1,366 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   4,138,279 4,903 SH   DFND 4 4,903 0 0
QUANTA SVCS INC COM 74762E102   1,555,245 10,914 SH   DFND   10,914 0 0
QUANTA SVCS INC COM 74762E102   3,965,063 27,825 SH   DFND 4 27,825 0 0
SVB FINANCIAL GROUP COM 78486Q101   359,249 1,561 SH   DFND   1,561 0 0
SVB FINANCIAL GROUP COM 78486Q101   1,098,228 4,772 SH   DFND 4 4,772 0 0
UBS GROUP AG SHS H42097107   206,957 11,085 SH   DFND   11,085 0 0
UBS GROUP AG SHS H42097107   842,726 45,138 SH   DFND 4 45,138 0 0
UNION PAC CORP COM 907818108   548,114 2,647 SH   DFND   2,647 0 0
UNION PAC CORP COM 907818108   1,404,970 6,785 SH   DFND 4 6,785 0 0
UNITEDHEALTH GROUP INC COM 91324P102   2,162,604 4,079 SH   DFND   4,079 0 0
UNITEDHEALTH GROUP INC COM 91324P102   5,626,800 10,613 SH   DFND 4 10,613 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   109,267 311 SH   DFND   311 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   414,933 1,181 SH   DFND 4 1,181 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   1,929,050 6,680 SH   DFND   6,680 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   3,651,334 12,644 SH   DFND 4 12,644 0 0
WASTE MGMT INC DEL COM 94106L109   507,193 3,233 SH   DFND 4 3,233 0 0
WELLS FARGO CO NEW COM 949746101   578,101 14,001 SH   DFND   14,001 0 0
WELLS FARGO CO NEW COM 949746101   1,920,233 46,506 SH   DFND 4 46,506 0 0
XCEL ENERGY INC COM 98389B100   1,139,428 16,252 SH   DFND   16,252 0 0
XCEL ENERGY INC COM 98389B100   2,192,971 31,279 SH   DFND 4 31,279 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   321,938 2,525 SH   DFND 4 2,525 0 0