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
Expires:Oct 31, 2018
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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
3M COMPANY COMCOM88579y10111,28756,828SH SOLE 56,82800
ABBOTT LABSCOM00282410031,726273,666SH SOLE 273,66600
ADOBE INCCOM00724f1012,4114,118SH SOLE 4,11800
AFLAC INC COMCOM0010551025,04894,090SH SOLE 94,09000
AGCO CORP COMCOM0010841022,98822,924SH SOLE 22,92400
AGIOS PHARMACEUTICALS INCCOM00847x1043306,000SH SOLE 6,00000
AIR PRODUCTS & CHEMICALS INC CCOM00915810627,06594,083SH SOLE 94,08300
AIRBNB INC A (QSBS STOCK)COM0090661018,57455,993SH SOLE 55,99300
AKAMAI TECHNOLOGIESCOM00971t1013,24927,872SH SOLE 27,87200
ALKERMES PLCCOMg017671053,751153,000SH SOLE 153,00000
ALPHABET INC CAP STK CL ACOM02079K30515,9006,512SH SOLE 6,51200
ALPHABET INC CLASS CCOM02079K10722,2288,869SH SOLE 8,86900
AMAZON.COM INCCOM0231351064,5471,322SH SOLE 1,32200
AMERICAN EXPRESS CO COMCOM0258161099745,900SH SOLE 5,90000
AMGEN INCCOM031162100202830SH SOLE 83000
ANALOG DEVICES INC COMCOM0326541052,58215,000SH SOLE 15,00000
APPLE INCCOM03783310053,323389,336SH SOLE 389,33600
AT&T INCCOM00206R1023,482121,002SH SOLE 121,00200
ATHENE HOLDING LTD. CLASS ACOMG0684d1078,580127,125SH SOLE 127,12500
AUTOMATIC DATA PROCESSING INCCOM05301510344,260222,842SH SOLE 222,84200
AXALTA COATING SYSTEMS LTD SHCOMg0750c10887528,705SH SOLE 28,70500
BANK OF AMERICA CORPCOM0605051045,132124,491SH SOLE 124,49100
BAXTER INTERNATIONAL INCCOM0718131093103,855SH SOLE 3,85500
BECTON DICKINSON & COCOM075887109200825SH SOLE 82500
BERKSHIRE HATHAWAY INC CL B (NCOM08467070253,142191,216SH SOLE 191,21600
BIO-TECHNE CORPORATIONCOM09073m1042,9806,620SH SOLE 6,62000
BOEING CO COMCOM0970231058673,620SH SOLE 3,62000
BOOZ ALLEN HAMILTON HLDG CORPCOM0995021065186,085SH SOLE 6,08500
BOSTON SCIENTIFIC CORPCOM1011371077,271170,047SH SOLE 170,04700
BRISTOL MYERS SQUIBBCOM11012210827,600413,056SH SOLE 413,05600
CAMBRIDGE BANCORP COMCOM1321521096597,950SH SOLE 7,95000
CAMECO CORPCOM13321L10812,357644,272SH SOLE 644,27200
CATERPILLAR INC COMCOM14912310127,895128,179SH SOLE 128,17900
CDK GLOBAL INCCOM12508e1011,33326,827SH SOLE 26,82700
CENTRAL SECURITIES CORPCOM1551231021,05525,029SH SOLE 25,02900
CERNER CORPCOM1567821044,10752,549SH SOLE 52,54900
CHARTER COMMUNICATIONS INCCOM16119P10813,71919,017SH SOLE 19,01700
CHEVRON CORP NEW COMCOM1667641004,89746,757SH SOLE 46,75700
CHUBB LIMITEDCOMh1467j1043,36421,170SH SOLE 21,17000
CHURCH AND DWIGHT CO INCCOM17134010260,432709,133SH SOLE 709,13300
CINTAS CORP COMCOM1729081055341,400SH SOLE 1,40000
CISCO SYSTEMS INC COMCOM17275r10211,041208,337SH SOLE 208,33700
CITIGROUP INC COM NEWCOM1729674245,30675,003SH SOLE 75,00300
CLOUDERA, INC.COM18914u1004,361275,006SH SOLE 275,00600
COCA-COLA CO COMCOM1912161004538,387SH SOLE 8,38700
COGNIZANT TECHNOLOGY SOLUTIONSCOM1924461024,73468,365SH SOLE 68,36500
COINBASE GLOBAL, Inc. CL ACOM19260q1073941,556SH SOLE 1,55600
COSTCO WHOLESALE CORPCOM22160K1051,0052,540SH SOLE 2,54000
CURTISS-WRIGHT CORPCOM2315611012812,372SH SOLE 2,37200
CVS HEALTH CORP COMCOM1266501005496,586SH SOLE 6,58600
DANAHER CORP COMCOM2358511021,4715,485SH SOLE 5,48500
DEERE & CO COMCOM244199105303860SH SOLE 86000
DENTSPLY SIRONA INC COMCOM24906p1095,52587,347SH SOLE 87,34700
DOORDASH INC (QSBS STOCK)COM25809k1052391,341SH SOLE 1,34100
DROPBOX INC. CL ACOM26210c1042678,836SH SOLE 8,83600
DUKE ENERGY CORP NEW COM NEWCOM26441C2042402,438SH SOLE 2,43800
EATON CORP PLCCOMg291831039636,500SH SOLE 6,50000
ECOLAB INCCOM27886510048,814236,996SH SOLE 236,99600
EDWARDS LIFESCIENCES CORPCOM28176e1081,09710,600SH SOLE 10,60000
EISAI CO, SPONSORED ADRCOM2825793091,37814,000SH SOLE 14,00000
ELI LILLY & CO COMCOM5324571082,0288,840SH SOLE 8,84000
ENPHASE ENERGY, INC.COM29355A1072201,200SH SOLE 1,20000
ENTERGY CORP (NEW) COMCOM29364g1038598,616SH SOLE 8,61600
ESTEE LAUDER COS INC CL ACOM5184391043191,005SH SOLE 1,00500
EXPEDIA GROUP INC COMCOM30212p3032,89717,698SH SOLE 17,69800
EXXON MOBIL CORP COMCOM30231g10213,838219,383SH SOLE 219,38300
FACEBOOK INC CL ACOM30303M1026,43118,497SH SOLE 18,49700
FERGUSON PLCCOMg3421j1061,3219,468SH SOLE 9,46800
FIRST REPUBLIC BANKCOM33616C1008034,295SH SOLE 4,29500
FIRST SOLAR, INC.COM3364331071,23113,611SH SOLE 13,61100
FMC CORP COM (NEW)COM3024913033,13328,962SH SOLE 28,96200
FRANKLIN RESOURCES INCCOM3546131012,69884,362SH SOLE 84,36200
GENERAL ELEC COCOM3696041035,390400,502SH SOLE 400,50200
GENERAL MILLS INC COMCOM3703341042,64943,480SH SOLE 43,48000
GENPACT LIMITEDCOMG3922b1073116,850SH SOLE 6,85000
GILEAD SCIENCES INCCOM3755581035618,150SH SOLE 8,15000
GLOBAL PAYMENTS INC.COM37940x1025,38528,719SH SOLE 28,71900
HB FULLER COCOM35969410619,545307,273SH SOLE 307,27300
HILLENBRAND INC COMCOM4315711082205,000SH SOLE 5,00000
HOME DEPOT INC COMCOM4370761025,77118,100SH SOLE 18,10000
HONEYWELL INTERNATIONAL INC COCOM4385161063221,470SH SOLE 1,47000
ILLINOIS TOOL WORKS INC COMCOM4523081099184,107SH SOLE 4,10700
INTEL CORPCOM4581401007,597135,333SH SOLE 135,33300
INTERNATIONAL BUSINESS MACHINECOM4592001012,13714,579SH SOLE 14,57900
INTERNATIONAL PAPER CO COMCOM4601461034297,000SH SOLE 7,00000
IQVIA HOLDINGS INCCOM46266c1057263,000SH SOLE 3,00000
ISHARES FTSE BRIC INDEX ETFCOM4642866571,65430,255SH SOLE 30,25500
ISHARES FTSE/XINHUA CHINA 25 ICOM4642871843798,200SH SOLE 8,20000
ISHARES GOLD TRUSTCOM46428520457917,181SH SOLE 17,18100
ISHARES MSCI EMERGING MKT INDECOM46428723463211,467SH SOLE 11,46700
ISHARES MSCI JAPAN SMALL CAP ECOM4642865821,19815,000SH SOLE 15,00000
ISHARES RUSSELL 1000 GROWTH INCOM4642876141,4925,499SH SOLE 5,49900
ISHARES RUSSELL 1000 VALUE INDCOM4642875988015,050SH SOLE 5,05000
ISHARES RUSSELL 2000 GROWTH INCOM4642876484141,329SH SOLE 1,32900
ISHARES RUSSELL MIDCAP INDEX ECOM4642874996187,800SH SOLE 7,80000
ISHARES S&P 500 VALUE INDEX ETCOM4642874086424,350SH SOLE 4,35000
ISHARES S&P 500/BARRA GROWTH ICOM4642873092,58835,586SH SOLE 35,58600
ITERIS, INC.COM46564t1076610,000SH SOLE 10,00000
JOHNSON & JOHNSONCOM47816010433,154201,251SH SOLE 201,25100
JPMORGAN CHASE & COCOM46625H1003,67923,655SH SOLE 23,65500
KEMPER CORPCOM4884011001,63122,080SH SOLE 22,08000
KIMBERLY-CLARK CORP COMCOM4943681033,71327,756SH SOLE 27,75600
LIBERTY BRAVES GROUP-CCOM53122988860121,646SH SOLE 21,64600
LIBERTY BROADBAND SER ACOM53030710715,00789,239SH SOLE 89,23900
LIBERTY BROADBAND SER CCOM53030730555,272318,282SH SOLE 318,28200
LIBERTY FORMULA ONE SER CCOM5312298545,932123,061SH SOLE 123,06100
LIBERTY GLOBAL PLC CL ACOMG5480U1048,066296,990SH SOLE 296,99000
LIBERTY GLOBAL PLC- CCOMG5480U12012,492462,010SH SOLE 462,01000
LIBERTY LATIN AMERICA LTDCOMg9001e1289,544676,881SH SOLE 676,88100
LIBERTY LATIN AMERICA LTD CL ACOMG9001E10230,0832,170,539SH SOLE 2,170,53900
LIBERTY MEDIA CORP- LIBERTY FOCOM5312298703,35878,789SH SOLE 78,78900
LIBERTY MEDIA CORP- LIBERTY SICOM53122960731,245673,545SH SOLE 673,54500
LIBERTY SIRIUSXM GROUPCOM5312294099,193197,379SH SOLE 197,37900
LINDE PLCCOMG5494J1037,22324,987SH SOLE 24,98700
LIONS GATE ENTERTAINMENT CORPCOM5359195003,778206,476SH SOLE 206,47600
LIVENT CORP.COM53814L1081,19561,765SH SOLE 61,76500
LKQ CORP COMCOM50188920863913,000SH SOLE 13,00000
LOWE'S COMPANIES, INCCOM5486611071,2626,511SH SOLE 6,51100
LYONDELLBASELL INDUSTRIES NV CCOMn537451001,13111,000SH SOLE 11,00000
MARSH & MCLENNAN COS INCCOM5717481022812,000SH SOLE 2,00000
MASTERCARD INC CL ACOM57636q1047542,066SH SOLE 2,06600
MCDONALD'S CORP COMCOM5801351011,6827,282SH SOLE 7,28200
MEDTRONIC PLCCOMg5960l10324,666198,717SH SOLE 198,71700
MERCK & CO INCCOM58933y10530,674394,428SH SOLE 394,42800
MICROSOFT CORPCOM59491810437,691139,135SH SOLE 139,13500
MORGAN STANLEYCOM6174464481,27513,915SH SOLE 13,91500
MOSAIC CO COMCOM61945c10338,9051,219,230SH SOLE 1,219,23000
MRC GLOBAL INCCOM55345k10325026,600SH SOLE 26,60000
NEWELL BRANDS INCCOM6512291061,04338,000SH SOLE 38,00000
NIKE INC CL BCOM6541061032811,820SH SOLE 1,82000
NUTRIEN LTDCOM67077m1081,09018,000SH SOLE 18,00000
OKTA, INC.COM6792951054,65519,025SH SOLE 19,02500
ORGANON & Co.COM68622v1061,19139,376SH SOLE 39,37600
PALO ALTO NETWORKS INCCOM6974351052,6607,169SH SOLE 7,16900
PAYPAL HLDGS INC COMCOM70450Y1033,69712,685SH SOLE 12,68500
PEPSICO INCCOM71344810817,288116,680SH SOLE 116,68000
PFIZER INCCOM7170811031,31533,600SH SOLE 33,60000
PIONEER NATURAL RESOURCES COCOM72378710739,819245,013SH SOLE 245,01300
PNC FINANCIAL SERVICES GROUP ICOM6934751054952,600SH SOLE 2,60000
PROCTER & GAMBLE COCOM7427181092,28516,939SH SOLE 16,93900
PROSUS NV - SPONSORED ADRCOM74365p1087,554386,200SH SOLE 386,20000
PURE STORAGE, INC.COM74624m1023,718190,420SH SOLE 190,42000
QURATE RETAIL INCCOM74915M1002,070158,139SH SOLE 158,13900
RAYTHEON TECHNOLOGIES CORPCOM75513e1011,65219,370SH SOLE 19,37000
REDFIN CORP.COM75737f10887313,777SH SOLE 13,77700
RICE ACQUISITION CORP. CL ACOM76259410918,8661,045,248SH SOLE 1,045,24800
ROBLOX CORP.COM7710491032,38726,530SH SOLE 26,53000
ROCHE HOLDING LTD SPONSORED ADCOM7711951042,22047,100SH SOLE 47,10000
ROCKWELL AUTOMATION INC COMCOM7739031092861,000SH SOLE 1,00000
ROLLINS INC COMCOM7757111045,364156,847SH SOLE 156,84700
ROYALTY PHARMA PLC CL ACOMG7709Q1042,51161,260SH SOLE 61,26000
SALESFORCE COM INCCOM79466L3026392,616SH SOLE 2,61600
SIEMENS GAMESA RENEWABLE ENERGCOM82621P10110015,000SH SOLE 15,00000
SONY GROUP CORPORATION ADRCOM8356993071,06911,000SH SOLE 11,00000
SPDR GOLD TRUSTCOM78463v10713,35880,650SH SOLE 80,65000
STANDEX INTL CORPCOM8542311073083,250SH SOLE 3,25000
STARBUCKS CORP COMCOM8552441094133,700SH SOLE 3,70000
STERICYCLE INCCOM8589121082,75038,437SH SOLE 38,43700
STRYKER CORP.COM8636671014,01115,445SH SOLE 15,44500
SUMO LOGIC, INC.COM86646p10376637,133SH SOLE 37,13300
SVB FINL GROUPCOM78486Q1017811,405SH SOLE 1,40500
TE CONNECTIVITY LTDCOMh849891043,16723,423SH SOLE 23,42300
TEXAS INSTRUMENTS INC COMCOM8825081042051,070SH SOLE 1,07000
THERMO FISHER SCIENTIFIC INCCOM88355610222,76745,131SH SOLE 45,13100
TJX COS INC NEW COMCOM8725401092,12331,490SH SOLE 31,49000
TRANE TECHNOLOGIES PLCCOMg8994e1035502,990SH SOLE 2,99000
TRUIST FINANCIAL CORPCOM89832q10977113,894SH SOLE 13,89400
UNION PACIFIC CORPCOM90781810814,79767,281SH SOLE 67,28100
UNITED PARCEL SERVICE-CL BCOM9113121068774,220SH SOLE 4,22000
VANECK VECTORS GOLD MINERS ETFCOM92189f1062,80182,451SH SOLE 82,45100
VANGUARD DIVIDEND APPRECIATIONCOM9219088443,75624,271SH SOLE 24,27100
VANGUARD FTSE ALL-WORLD EX-USCOM9220427752,54140,100SH SOLE 40,10000
VANGUARD FTSE DEVELOPED ETFCOM9219438583166,150SH SOLE 6,15000
VANGUARD FTSE EMERGING MARKETCOM9220428583,14657,945SH SOLE 57,94500
VANGUARD MSCI EUROPEAN INDEX ECOM9220428742,69040,000SH SOLE 40,00000
VANGUARD TOTAL STOCK MKT ETFCOM9229087696522,927SH SOLE 2,92700
VERIZON COMMUNICATIONSCOM92343V10464411,495SH SOLE 11,49500
VESTAS WIND SYSTEM A/S UnSPONSCOM9254581011,19091,500SH SOLE 91,50000
VISA INC COM CL ACOM92826C8398463,622SH SOLE 3,62200
WALDEN AB AYALA VENTURESCOM9008892963300,000SH SOLE 300,00000
WALMART STORES INC COMCOM9311421032822,000SH SOLE 2,00000
WALT DISNEY COMPANYCOM2546871064,94028,107SH SOLE 28,10700
WATERS CORP COMCOM9418481033,1018,975SH SOLE 8,97500
WEC ENERGY GROUP INC COMCOM92939u1063,93444,237SH SOLE 44,23700
WELLS FARGO & COCOM9497461013,64480,464SH SOLE 80,46400
WISDOMTREE JAPAN HEDGED EQUITYCOM97717w8511,22020,000SH SOLE 20,00000
WORKDAY INC ACOM98138h1016,30726,419SH SOLE 26,41900
ZOETIS INC COM USD0.01 CL ACOM98978V1032,36112,670SH SOLE 12,67000