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
ABBVIE INC COM 00287Y109   292,494 1,646 SH   SOLE   1,646 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   44,645,353 126,909 SH   SOLE   52,741 0 74,168
ADOBE INC COM 00724F101   844,003 1,898 SH   SOLE   1,898 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   530,368 3,948 SH   SOLE   3,948 0 0
AIR PRODS & CHEMS INC COM 009158106   510,031 1,758 SH   SOLE   1,758 0 0
ALPHABET INC CAP STK CL A 02079K305   56,552,315 298,744 SH   SOLE   136,508 0 162,236
ALPHABET INC CAP STK CL C 02079K107   56,907,823 298,823 SH   SOLE   136,057 0 162,766
AMAZON COM INC COM 023135106   91,742,097 418,169 SH   SOLE   196,457 0 221,712
AMGEN INC COM 031162100   5,780,221 22,177 SH   SOLE   9,910 0 12,267
APPLE INC COM 037833100   252,969,230 1,010,180 SH   SOLE   471,699 0 538,481
ASML HOLDING N V N Y REGISTRY SHS N07059210   4,287,886 6,186 SH   SOLE   2,752 0 3,434
AT&T INC COM 00206R102   3,707,888 162,841 SH   SOLE   40,426 0 122,415
AUTOMATIC DATA PROCESSING IN COM 053015103   6,889,561 23,535 SH   SOLE   7,060 0 16,475
BLACKROCK INC COM 09290D101   40,598,641 39,604 SH   SOLE   16,607 0 22,997
BOEING CO COM 097023105   7,972,080 45,040 SH   SOLE   19,201 0 25,839
CANADIAN NATL RY CO COM 136375102   18,469,638 181,948 SH   SOLE   78,890 0 103,058
CARRIER GLOBAL CORPORATION COM 14448C104   10,459,898 153,236 SH   SOLE   61,975 0 91,261
CME GROUP INC COM 12572Q105   20,322,444 87,510 SH   SOLE   35,214 0 52,296
COMCAST CORP NEW CL A 20030N101   9,467,045 252,253 SH   SOLE   109,824 0 142,429
CORTEVA INC COM 22052L104   4,410,553 77,433 SH   SOLE   34,052 0 43,381
COSTCO WHSL CORP NEW COM 22160K105   65,923,870 71,948 SH   SOLE   32,709 0 39,239
CUMMINS INC COM 231021106   19,543,235 56,062 SH   SOLE   24,771 0 31,291
CVS HEALTH CORP COM 126650100   13,110,053 292,049 SH   SOLE   126,377 0 165,672
D R HORTON INC COM 23331A109   26,914,465 192,493 SH   SOLE   81,602 0 110,891
DEERE & CO COM 244199105   6,890,140 16,262 SH   SOLE   4,606 0 11,656
DISNEY WALT CO COM 254687106   18,422,909 165,450 SH   SOLE   74,040 0 91,410
DOW INC COM 260557103   2,094,031 52,181 SH   SOLE   14,601 0 37,580
DUKE ENERGY CORP NEW COM NEW 26441C204   7,547,924 70,056 SH   SOLE   18,958 0 51,098
DUPONT DE NEMOURS INC COM 26614N102   5,997,390 78,654 SH   SOLE   34,164 0 44,490
EATON CORP PLC SHS G29183103   6,213,531 18,723 SH   SOLE   5,426 0 13,297
ELI LILLY & CO COM 532457108   329,644 427 SH   SOLE   427 0 0
EMERSON ELEC CO COM 291011104   4,595,344 37,080 SH   SOLE   9,601 0 27,479
EQUINIX INC COM 29444U700   377,156 400 SH   SOLE   400 0 0
FIRST SOLAR INC COM 336433107   248,498 1,410 SH   SOLE   1,410 0 0
FISERV INC COM 337738108   43,032,820 209,487 SH   SOLE   91,926 0 117,561
HOME DEPOT INC COM 437076102   5,544,224 14,253 SH   SOLE   4,168 0 10,085
INTERNATIONAL BUSINESS MACHS COM 459200101   5,197,909 23,645 SH   SOLE   6,121 0 17,524
INVESCO QQQ TR UNIT SER 1 46090E103   1,358,923 2,658 SH   SOLE   2,658 0 0
JPMORGAN CHASE & CO. COM 46625H100   239,710 1,000 SH   SOLE   1,000 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   570,076 3,549 SH   SOLE   3,549 0 0
KIMBERLY-CLARK CORP COM 494368103   3,069,699 23,425 SH   SOLE   6,088 0 17,337
LINDE PLC SHS G54950103   37,326,487 89,155 SH   SOLE   36,089 0 53,066
LOCKHEED MARTIN CORP COM 539830109   28,465,821 58,578 SH   SOLE   24,492 0 34,086
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   2,248,926 30,280 SH   SOLE   7,549 0 22,731
MARRIOTT INTL INC NEW CL A 571903202   30,956,674 110,980 SH   SOLE   48,482 0 62,498
MCDONALDS CORP COM 580135101   532,528 1,837 SH   SOLE   1,837 0 0
MERCK & CO INC COM 58933Y105   2,983,525 29,991 SH   SOLE   9,062 0 20,929
MICROSOFT CORP COM 594918104   13,029,932 30,913 SH   SOLE   9,740 0 21,173
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104   234,130 19,977 SH   SOLE   19,977 0 0
NEXTERA ENERGY INC COM 65339F101   31,711,041 442,336 SH   SOLE   179,974 0 262,362
NIKE INC CL B 654106103   23,599,001 311,867 SH   SOLE   136,585 0 175,282
NVIDIA CORPORATION COM 67066G104   1,279,784 9,530 SH   SOLE   9,530 0 0
OTIS WORLDWIDE CORP COM 68902V107   7,264,488 78,442 SH   SOLE   31,341 0 47,101
PALO ALTO NETWORKS INC COM 697435105   676,709 3,719 SH   SOLE   3,719 0 0
PEPSICO INC COM 713448108   17,735,741 116,636 SH   SOLE   47,648 0 68,988
PFIZER INC COM 717081103   2,042,990 77,007 SH   SOLE   19,072 0 57,935
PHILIP MORRIS INTL INC COM 718172109   3,992,284 33,172 SH   SOLE   9,752 0 23,420
POTLATCHDELTIC CORPORATION COM 737630103   2,768,705 70,540 SH   SOLE   17,481 0 53,059
PROCTER AND GAMBLE CO COM 742718109   23,506,078 140,209 SH   SOLE   56,469 0 83,740
REGENERON PHARMACEUTICALS COM 75886F107   284,932 400 SH   SOLE   400 0 0
ROPER TECHNOLOGIES INC COM 776696106   1,549,444 2,981 SH   SOLE   2,981 0 0
ROSS STORES INC COM 778296103   319,808 2,114 SH   SOLE   2,114 0 0
RTX CORPORATION COM 75513E101   16,837,604 145,502 SH   SOLE   62,727 0 82,775
SALESFORCE INC COM 79466L302   65,340,396 195,436 SH   SOLE   87,406 0 108,030
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   4,984,339 57,749 SH   SOLE   14,777 0 42,972
SERVICENOW INC COM 81762P102   321,216 303 SH   SOLE   303 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   1,365,566 2,330 SH   SOLE   2,330 0 0
STARBUCKS CORP COM 855244109   326,663 3,580 SH   SOLE   3,580 0 0
TERADYNE INC COM 880770102   13,359,903 106,098 SH   SOLE   46,264 0 59,834
THERMO FISHER SCIENTIFIC INC COM 883556102   18,291,923 35,160 SH   SOLE   15,790 0 19,370
TJX COS INC NEW COM 872540109   24,208,216 200,383 SH   SOLE   86,818 0 113,565
T-MOBILE US INC COM 872590104   333,214 1,510 SH   SOLE   1,510 0 0
TRACTOR SUPPLY CO COM 892356106   502,113 9,463 SH   SOLE   9,463 0 0
UNION PAC CORP COM 907818108   4,969,717 21,793 SH   SOLE   7,646 0 14,147
UNITEDHEALTH GROUP INC COM 91324P102   583,847 1,154 SH   SOLE   1,154 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   2,553,658 63,857 SH   SOLE   15,880 0 47,977
VISA INC COM CL A 92826C839   347,644 1,100 SH   SOLE   1,100 0 0
WABTEC COM 929740108   485,610 2,561 SH   SOLE   2,561 0 0
WALMART INC COM 931142103   7,203,091 79,724 SH   SOLE   20,644 0 59,080
WASTE MGMT INC DEL COM 94106L109   6,095,729 30,208 SH   SOLE   7,841 0 22,367
WELLTOWER INC COM 95040Q104   6,159,295 48,872 SH   SOLE   13,686 0 35,186
WEYERHAEUSER CO MTN BE COM NEW 962166104   2,902,344 103,103 SH   SOLE   26,741 0 76,362
YUM BRANDS INC COM 988498101   287,102 2,140 SH   SOLE   2,140 0 0
ZOETIS INC CL A 98978V103   23,420,710 143,747 SH   SOLE   62,747 0 81,000