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
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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
ZOETIS INC CL A 98978V103   219,825 1,500 SH   SOLE   1,500 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   884,372 22,446 SH   SOLE   22,446 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   16,096,597 55,740 SH   SOLE   55,740 0 0
VISA INC COM CL A 92826C839   18,428,312 88,700 SH   SOLE   88,700 0 0
UNITED PARCEL SERVICE INC CL B 911312106   916,832 5,274 SH   SOLE   5,274 0 0
UNION PAC CORP COM 907818108   530,927 2,564 SH   SOLE   2,564 0 0
UNITEDHEALTH GROUP INC COM 91324P102   22,495,537 42,430 SH   SOLE   42,430 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   6,738,794 12,237 SH   SOLE   12,237 0 0
STRYKER CORPORATION COM 863667101   1,122,943 4,593 SH   SOLE   4,593 0 0
STERIS PLC SHS USD G8473T100   932,684 5,050 SH   SOLE   5,050 0 0
SHERWIN WILLIAMS CO COM 824348106   676,390 2,850 SH   SOLE   2,850 0 0
ROYAL GOLD INC COM 780287108   202,896 1,800 SH   SOLE   1,800 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604   577,738 4,066 SH   SOLE   4,066 0 0
REGENERON PHARMACEUTICALS COM 75886F107   8,434,218 11,690 SH   SOLE   11,690 0 0
QORVO INC COM 74736K101   252,251 2,783 SH   SOLE   2,783 0 0
PROCTER AND GAMBLE CO COM 742718109   14,743,302 97,277 SH   SOLE   97,277 0 0
PFIZER INC COM 717081103   630,611 12,307 SH   SOLE   12,307 0 0
PEPSICO INC COM 713448108   18,453,696 102,146 SH   SOLE   102,146 0 0
PACCAR INC COM 693718108   5,997,582 60,600 SH   SOLE   60,600 0 0
PALO ALTO NETWORKS INC COM 697435105   9,664,540 69,260 SH   SOLE   69,260 0 0
ORACLE CORP COM 68389X105   15,868,431 194,133 SH   SOLE   194,133 0 0
NIKE INC CL B 654106103   1,877,425 16,045 SH   SOLE   16,045 0 0
NEXTERA ENERGY INC COM 65339F101   401,280 4,800 SH   SOLE   4,800 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   1,094,906 9,167 SH   SOLE   9,167 0 0
MICROSOFT CORP COM 594918104   8,842,403 36,871 SH   SOLE   36,871 0 0
MERCK & CO INC COM 58933Y105   10,290,612 92,750 SH   SOLE   92,750 0 0
MASIMO CORP COM 574795100   1,842,273 12,452 SH   SOLE   12,452 0 0
MASCO CORP COM 574599106   1,159,003 24,834 SH   SOLE   24,834 0 0
MASTERCARD INCORPORATED CL A 57636Q104   17,762,744 51,082 SH   SOLE   51,082 0 0
LILLY ELI & CO COM 532457108   20,059,007 54,830 SH   SOLE   54,830 0 0
LINDE PLC SHS G5494J103   8,089,264 24,800 SH   SOLE   24,800 0 0
JPMORGAN CHASE & CO COM 46625H100   1,383,510 10,317 SH   SOLE   10,317 0 0
JOHNSON & JOHNSON COM 478160104   17,821,512 100,886 SH   SOLE   100,886 0 0
JACOBS SOLUTIONS INC COM 46982L108   4,550,653 37,900 SH   SOLE   37,900 0 0
ILLINOIS TOOL WKS INC COM 452308109   1,372,469 6,230 SH   SOLE   6,230 0 0
IRON MTN INC DEL COM 46284V101   2,342,950 47,000 SH   SOLE   47,000 0 0
ILLUMINA INC COM 452327109   1,558,962 7,710 SH   SOLE   7,710 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208   810,940 14,463 SH   SOLE   14,463 0 0
HENRY SCHEIN INC COM 806407102   1,224,407 15,330 SH   SOLE   15,330 0 0
HOLOGIC INC COM 436440101   396,493 5,300 SH   SOLE   5,300 0 0
HOME DEPOT INC COM 437076102   789,966 2,501 SH   SOLE   2,501 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   2,981,500 134,000 SH   SOLE   134,000 0 0
ALPHABET INC CAP STK CL A 02079K305   1,372,859 15,560 SH   SOLE   15,560 0 0
GENERAL MLS INC COM 370334104   2,798,745 33,378 SH   SOLE   33,378 0 0
GILEAD SCIENCES INC COM 375558103   841,158 9,798 SH   SOLE   9,798 0 0
FIRST SOLAR INC COM 336433107   239,664 1,600 SH   SOLE   1,600 0 0
FISERV INC COM 337738108   208,507 2,063 SH   SOLE   2,063 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   1,477,278 19,800 SH   SOLE   19,800 0 0
ECOLAB INC COM 278865100   312,954 2,150 SH   SOLE   2,150 0 0
DANAHER CORPORATION COM 235851102   14,708,515 55,416 SH   SOLE   55,416 0 0
SALESFORCE INC COM 79466L302   3,467,759 26,154 SH   SOLE   26,154 0 0
CANADIAN PAC RY LTD COM 13645T100   12,821,126 171,888 SH   SOLE   171,888 0 0
COSTCO WHSL CORP NEW COM 22160K105   9,358,250 20,500 SH   SOLE   20,500 0 0
CUMMINS INC COM 231021106   201,828 833 SH   SOLE   833 0 0
CIGNA CORP NEW COM 125523100   799,523 2,413 SH   SOLE   2,413 0 0
CHURCH & DWIGHT CO INC COM 171340102   2,916,470 36,180 SH   SOLE   36,180 0 0
CF INDS HLDGS INC COM 125269100   5,367,600 63,000 SH   SOLE   63,000 0 0
CROWN CASTLE INC COM 22822V101   6,232,658 45,950 SH   SOLE   45,950 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   26,422,379 85,537 SH   SOLE   85,537 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   1,424,610 19,800 SH   SOLE   19,800 0 0
TOPBUILD CORP COM 89055F103   357,893 2,287 SH   SOLE   2,287 0 0
BUNGE LIMITED COM G16962105   8,729,875 87,500 SH   SOLE   87,500 0 0
BCE INC COM NEW 05534B760   1,918,418 43,650 SH   SOLE   43,650 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   1,104,598 16,292 SH   SOLE   16,292 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   1,226,981 8,050 SH   SOLE   8,050 0 0
BROADCOM INC COM 11135F101   2,980,163 5,330 SH   SOLE   5,330 0 0
ACTIVISION BLIZZARD INC COM 00507V109   5,503,945 71,900 SH   SOLE   71,900 0 0
ATMOS ENERGY CORP COM 049560105   13,404,693 119,610 SH   SOLE   119,610 0 0
ARISTA NETWORKS INC COM 040413106   6,706,772 55,268 SH   SOLE   55,268 0 0
AMAZON COM INC COM 023135106   2,897,160 34,490 SH   SOLE   34,490 0 0
AMERICAN TOWER CORP NEW COM 03027X100   2,952,057 13,934 SH   SOLE   13,934 0 0
AMGEN INC COM 031162100   300,723 1,145 SH   SOLE   1,145 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   12,672,717 53,055 SH   SOLE   53,055 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   3,249,750 35,000 SH   SOLE   35,000 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   4,057,879 12,058 SH   SOLE   12,058 0 0
ABBOTT LABS COM 002824100   1,782,221 16,233 SH   SOLE   16,233 0 0
ABBVIE INC COM 00287Y109   5,432,682 33,616 SH   SOLE   33,616 0 0
APPLE INC COM 037833100   30,735,461 236,554 SH   SOLE   236,554 0 0