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
ABBOTT LABS COM 002824100 238 2,050 SH   SOLE   2,050 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 477 1,618 SH   SOLE   1,618 0 0
ACTIVISION BLIZZARD INC COM 00507V109 379 3,974 SH   SOLE   3,974 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 639 2,816 SH   SOLE   22,528 0 0
ALLEGION PLC ORD SHS G0176J109 30,204 216,869 SH   SOLE   216,869 0 0
ALPHABET INC CAP STK CL C 02079K107 89,351 35,650 SH   SOLE   0 0 0
ALPHABET INC CAP STK CL A 02079K305 7,529 3,085 SH   SOLE   3,085 0 0
AMAZON COM INC COM 023135106 26,480 7,697 SH   SOLE   7,697 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 732 15,376 SH   SOLE   15,376 0 0
AMERICAN TOWER CORP NEW COM 03027X100 201 742 SH   SOLE   742 0 0
AMPHENOL CORP NEW CL A 032095101 42,252 617,759 SH   SOLE   617,759 0 0
AON PLC SHS CL A G0403H108 26,341 110,364 SH   SOLE   110,364 0 0
APPLE INC COM 037833100 1,457 10,643 SH   SOLE   10,643 0 0
AUTODESK INC COM 052769106 12,466 42,715 SH   SOLE   42,715 0 0
AVANTOR INC COM 05352A100 467 13,151 SH   SOLE   13,151 0 0
BALL CORP COM 058498106 360 4,440 SH   SOLE   4,440 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,708 6,150 SH   SOLE   1 0 0
BK OF AMERICA CORP COM 060505104 229 5,567 SH   SOLE   5,567 0 0
CADIZ INC COM NEW 127537207 237 17,400 SH   SOLE   17,400 0 0
CHAMPIONX CORPORATION COM 15872M104 426 16,599 SH   SOLE   16,599 0 0
CHEVRON CORP NEW COM 166764100 503 4,800 SH   SOLE   4,800 0 0
CISCO SYS INC COM 17275R102 371 7,000 SH   SOLE   7,000 0 0
CLARIVATE PLC ORD SHS G21810109 237 8,607 SH   SOLE   8,607 0 0
COCA COLA CO COM 191216100 32,198 595,096 SH   SOLE   595,096 0 0
COGNEX CORP COM 192422103 258 3,075 SH   SOLE   3,075 0 0
COMCAST CORP NEW CL A 20030N101 56,581 992,222 SH   SOLE   61,716 0 0
DANAHER CORPORATION COM 235851102 927 3,454 SH   SOLE   3,454 0 0
DISNEY WALT CO COM 254687106 1,092 6,215 SH   SOLE   6,215 0 0
ECOLAB INC COM 278865100 8,388 40,735 SH   SOLE   40,735 0 0
FACEBOOK INC CL A 30303M102 452 1,300 SH   SOLE   1,300 0 0
FERRARI N V COM N3167Y103 228 1,108 SH   SOLE   1,108 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 59,698 421,357 SH   SOLE   421,357 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 1,205 6,438 SH   SOLE   6,438 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 366 5,000 SH   SOLE   0 0 0
HOME DEPOT INC COM 437076102 542 1,700 SH   SOLE   1,700 0 0
HONEYWELL INTL INC COM 438516106 461 2,100 SH   SOLE   2,100 0 0
ILLINOIS TOOL WKS INC COM 452308109 365 1,632 SH   SOLE   1,632 0 0
INFOSYS LTD SPONSORED ADR 456788108 367 17,300 SH   SOLE   0 0 0
INSULET CORP COM 45784P101 302 1,100 SH   SOLE   1,100 0 0
INTUIT COM 461202103 70,299 143,382 SH   SOLE   143,382 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 56,911 61,866 SH   SOLE   61,866 0 0
ISHARES TR GLOBAL TECH ETF 464287291 768 2,275 SH   SOLE   2,275 0 0
JOHNSON & JOHNSON COM 478160104 594 3,606 SH   SOLE   3,606 0 0
JPMORGAN CHASE & CO COM 46625H100 105,404 677,839 SH   SOLE   677,839 0 0
LAUDER ESTEE COS INC CL A 518439104 2,354 7,405 SH   SOLE   7,405 0 0
LILLY ELI & CO COM 532457108 419 1,828 SH   SOLE   1,828 0 0
LINDE PLC SHS G5494J103 66,272 229,231 SH   SOLE   229,231 0 0
LOCKHEED MARTIN CORP COM 539830109 3,524 9,313 SH   SOLE   9,313 0 0
MARSH & MCLENNAN COS INC COM 571748102 1,292 9,186 SH   SOLE   9,186 0 0
MASTERCARD INCORPORATED CL A 57636Q104 2,055 5,629 SH   SOLE   5,629 0 0
MCDONALDS CORP COM 580135101 359 1,555 SH   SOLE   1,555 0 0
MICROSOFT CORP COM 594918104 107,620 397,305 SH   SOLE   397,305 0 0
MONDELEZ INTL INC CL A 609207105 19,684 315,220 SH   SOLE   315,220 0 0
NEXTERA ENERGY INC COM 65339F101 571 7,792 SH   SOLE   7,792 0 0
NIKE INC CL B 654106103 525 3,403 SH   SOLE   3,403 0 0
NORFOLK SOUTHN CORP COM 655844108 1,114 4,200 SH   SOLE   4,200 0 0
PEPSICO INC COM 713448108 262 1,770 SH   SOLE   1,770 0 0
PFIZER INC COM 717081103 1,124 28,700 SH   SOLE   28,700 0 0
POOL CORP COM 73278L105 875 1,906 SH   SOLE   1,906 0 0
PROCTER AND GAMBLE CO COM 742718109 253 1,873 SH   SOLE   1,873 0 0
PTC INC COM 69370C100 376 2,666 SH   SOLE   2,666 0 0
REGAL BELOIT CORP COM 758750103 454 3,400 SH   SOLE   3,400 0 0
RH COM 74967X103 325 478 SH   SOLE   478 0 0
S&P GLOBAL INC COM 78409V104 62,635 152,654 SH   SOLE   152,654 0 0
SALESFORCE COM INC COM 79466L302 501 2,050 SH   SOLE   2,050 0 0
SPDR GOLD TR GOLD SHS 78463V107 12,414 74,942 SH   SOLE   74,942 0 0
SYSCO CORP COM 871829107 544 7,000 SH   SOLE   7,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 75,082 625,029 SH   SOLE   0 0 0
TENABLE HLDGS INC COM 88025T102 205 4,969 SH   SOLE   4,969 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 71,416 141,535 SH   SOLE   141,535 0 0
TJX COS INC NEW COM 872540109 42,340 627,962 SH   SOLE   627,962 0 0
TRANSUNION COM 89400J107 1,482 13,500 SH   SOLE   13,500 0 0
TRI CONTL CORP COM 895436103 217 6,377 SH   SOLE   6,377 0 0
TRIP COM GROUP LTD ADS 89677Q107 362 10,199 SH   SOLE   0 0 0
UNITEDHEALTH GROUP INC COM 91324P102 61,682 154,048 SH   SOLE   154,048 0 0
VALMONT INDS INC COM 920253101 547 2,318 SH   SOLE   2,318 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 578 10,655 SH   SOLE   0 0 0
VANGUARD WORLD FDS FINANCIALS ETF 92204A405 1,330 14,699 SH   SOLE   0 0 0
VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 321 1,300 SH   SOLE   0 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 271 4,839 SH   SOLE   4,839 0 0
VISA INC COM CL A 92826C839 78,529 335,567 SH   SOLE   335,567 0 0
WALMART INC COM 931142103 423 3,000 SH   SOLE   3,000 0 0
WELLS FARGO CO NEW COM 949746101 361 7,966 SH   SOLE   7,966 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 344 957 SH   SOLE   957 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 511 2,220 SH   SOLE   2,220 0 0
XCEL ENERGY INC COM 98389B100 356 5,400 SH   SOLE   5,400 0 0