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 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
3M COMPANY COMCOM88579y1019,96856,828SH SOLE 56,82800
ABBOTT LABSCOM00282410032,318273,586SH SOLE 273,58600
ADOBE INCCOM00724f1012,3704,118SH SOLE 4,11800
AFLAC INC COMCOM0010551024,89993,985SH SOLE 93,98500
AGCO CORP COMCOM0010841022,80822,924SH SOLE 22,92400
AGIOS PHARMACEUTICALS INCCOM00847x1042766,000SH SOLE 6,00000
AIR PRODUCTS & CHEMICALS INC CCOM00915810624,09594,083SH SOLE 94,08300
AIRBNB INC A (QSBS STOCK)COM00906610111,63469,355SH SOLE 69,35500
AKAMAI TECHNOLOGIESCOM00971t1012,91527,872SH SOLE 27,87200
ALKERMES PLCCOMg017671054,718153,000SH SOLE 153,00000
ALPHABET INC CAP STK CL ACOM02079K30517,4096,512SH SOLE 6,51200
ALPHABET INC CLASS CCOM02079K10723,6518,874SH SOLE 8,87400
AMAZON.COM INCCOM0231351064,3651,329SH SOLE 1,32900
AMERICAN EXPRESS CO COMCOM0258161099885,900SH SOLE 5,90000
ANALOG DEVICES INC COMCOM0326541052,51215,000SH SOLE 15,00000
APPLE INCCOM03783310053,696379,482SH SOLE 379,48200
ARCHAEA ENERGY INC. CL ACOM03940f10320,2001,066,573SH SOLE 1,066,57300
AT&T INCCOM00206R1023,268121,002SH SOLE 121,00200
ATHENE HOLDING LTD. CLASS ACOMG0684d1078,755127,125SH SOLE 127,12500
AUTOMATIC DATA PROCESSING INCCOM05301510344,429222,237SH SOLE 222,23700
AXALTA COATING SYSTEMS LTD SHCOMg0750c10875025,705SH SOLE 25,70500
BANK OF AMERICA CORPCOM0605051045,284124,491SH SOLE 124,49100
BAXTER INTERNATIONAL INCCOM0718131093103,855SH SOLE 3,85500
BECTON DICKINSON & COCOM075887109202825SH SOLE 82500
BERKSHIRE HATHAWAY INC CL B (NCOM08467070252,182191,186SH SOLE 191,18600
BIO-TECHNE CORPORATIONCOM09073m1043,2076,620SH SOLE 6,62000
BOEING CO COMCOM0970231057963,620SH SOLE 3,62000
BOOZ ALLEN HAMILTON HLDG CORPCOM0995021064826,085SH SOLE 6,08500
BOSTON SCIENTIFIC CORPCOM1011371077,378170,047SH SOLE 170,04700
BRISTOL MYERS SQUIBBCOM11012210823,637399,481SH SOLE 399,48100
CAMBRIDGE BANCORP COMCOM1321521096997,950SH SOLE 7,95000
CAMECO CORPCOM13321L10813,987643,687SH SOLE 643,68700
CATERPILLAR INC COMCOM14912310124,586128,074SH SOLE 128,07400
CDK GLOBAL INCCOM12508e1011,14126,827SH SOLE 26,82700
CENTRAL SECURITIES CORPCOM1551231021,05725,029SH SOLE 25,02900
CERNER CORPCOM1567821043,70052,474SH SOLE 52,47400
CHARTER COMMUNICATIONS INCCOM16119P10813,83619,017SH SOLE 19,01700
CHEVRON CORP NEW COMCOM1667641004,52944,649SH SOLE 44,64900
CHUBB LIMITEDCOMh1467j1043,66421,125SH SOLE 21,12500
CHURCH AND DWIGHT CO INCCOM17134010258,527708,823SH SOLE 708,82300
CINTAS CORP COMCOM1729081055321,400SH SOLE 1,40000
CISCO SYSTEMS INC COMCOM17275r10211,285207,337SH SOLE 207,33700
CITIGROUP INC COM NEWCOM1729674245,26375,003SH SOLE 75,00300
CLOUDERA, INC.COM18914u1004,386274,640SH SOLE 274,64000
COCA-COLA CO COMCOM1912161004408,387SH SOLE 8,38700
COGNIZANT TECHNOLOGY SOLUTIONSCOM1924461025,07368,365SH SOLE 68,36500
COINBASE GLOBAL, Inc. CL ACOM19260q1073531,556SH SOLE 1,55600
COSTCO WHOLESALE CORPCOM22160K1051,1412,540SH SOLE 2,54000
CURTISS-WRIGHT CORPCOM2315611012992,372SH SOLE 2,37200
CVS HEALTH CORP COMCOM1266501004725,567SH SOLE 5,56700
DANAHER CORP COMCOM2358511021,6695,485SH SOLE 5,48500
DEERE & CO COMCOM244199105288860SH SOLE 86000
DENTSPLY SIRONA INC COMCOM24906p1095,07087,347SH SOLE 87,34700
DOORDASH INC (QSBS STOCK)COM25809k1052761,341SH SOLE 1,34100
DROPBOX INC. CL ACOM26210c1042588,836SH SOLE 8,83600
DUKE ENERGY CORP NEW COM NEWCOM26441C2042372,438SH SOLE 2,43800
EATON CORP PLCCOMg291831039706,500SH SOLE 6,50000
ECOLAB INCCOM27886510049,455237,061SH SOLE 237,06100
EDWARDS LIFESCIENCES CORPCOM28176e1081,20010,600SH SOLE 10,60000
EISAI CO, SPONSORED ADRCOM2825793091,05314,000SH SOLE 14,00000
ELI LILLY & CO COMCOM5324571082,0308,790SH SOLE 8,79000
ENTERGY CORP (NEW) COMCOM29364g1038558,616SH SOLE 8,61600
ESTEE LAUDER COS INC CL ACOM5184391043011,005SH SOLE 1,00500
EXPEDIA GROUP INC COMCOM30212p3032,90017,698SH SOLE 17,69800
EXXON MOBIL CORP COMCOM30231g10212,786217,388SH SOLE 217,38800
FERGUSON PLCCOMg3421j1061,3209,468SH SOLE 9,46800
FIRST REPUBLIC BANKCOM33616C1008284,295SH SOLE 4,29500
FIRST SOLAR, INC.COM3364331071,29913,611SH SOLE 13,61100
FMC CORP COM (NEW)COM3024913032,65128,962SH SOLE 28,96200
FRANKLIN RESOURCES INCCOM3546131012,50784,362SH SOLE 84,36200
GENERAL ELEC COCOM3696043015,15450,031SH SOLE 50,03100
GENERAL MILLS INC COMCOM3703341042,60043,480SH SOLE 43,48000
GENPACT LIMITEDCOMG3922b1073256,850SH SOLE 6,85000
GILEAD SCIENCES INCCOM3755581035698,150SH SOLE 8,15000
GLOBAL PAYMENTS INC.COM37940x1025,24033,259SH SOLE 33,25900
HB FULLER COCOM35969410619,809306,838SH SOLE 306,83800
HILLENBRAND INC COMCOM4315711082135,000SH SOLE 5,00000
HOME DEPOT INC COMCOM4370761025,94118,100SH SOLE 18,10000
HONEYWELL INTERNATIONAL INC COCOM4385161063121,470SH SOLE 1,47000
ILLINOIS TOOL WORKS INC COMCOM4523081098484,107SH SOLE 4,10700
INTEL CORPCOM4581401007,147134,143SH SOLE 134,14300
INTERNATIONAL BUSINESS MACHINECOM4592001012,02514,579SH SOLE 14,57900
INTERNATIONAL PAPER CO COMCOM4601461033917,000SH SOLE 7,00000
IQVIA HOLDINGS INCCOM46266c1057183,000SH SOLE 3,00000
ISHARES FTSE BRIC INDEX ETFCOM4642866571,45830,255SH SOLE 30,25500
ISHARES FTSE/XINHUA CHINA 25 ICOM4642871843198,200SH SOLE 8,20000
ISHARES GOLD TRUSTCOM46428520457417,181SH SOLE 17,18100
ISHARES MSCI EMERGING MKT INDECOM46428723457711,467SH SOLE 11,46700
ISHARES MSCI JAPAN SMALL CAP ECOM4642865821,23415,000SH SOLE 15,00000
ISHARES RUSSELL 1000 GROWTH INCOM4642876149453,449SH SOLE 3,44900
ISHARES RUSSELL 1000 VALUE INDCOM4642875987905,050SH SOLE 5,05000
ISHARES RUSSELL 2000 GROWTH INCOM4642876483901,329SH SOLE 1,32900
ISHARES RUSSELL MIDCAP INDEX ECOM4642874996107,800SH SOLE 7,80000
ISHARES S&P 500 VALUE INDEX ETCOM4642874086324,350SH SOLE 4,35000
ISHARES S&P 500/BARRA GROWTH ICOM4642873092,63035,586SH SOLE 35,58600
ITERIS, INC.COM46564t1075210,000SH SOLE 10,00000
JOHNSON & JOHNSONCOM47816010432,502201,251SH SOLE 201,25100
JPMORGAN CHASE & COCOM46625H1003,87223,655SH SOLE 23,65500
KEMPER CORPCOM4884011001,47422,080SH SOLE 22,08000
KIMBERLY-CLARK CORP COMCOM4943681033,67627,756SH SOLE 27,75600
LIBERTY BRAVES GROUP-CCOM53122988857121,646SH SOLE 21,64600
LIBERTY BROADBAND SER ACOM53030710715,01589,194SH SOLE 89,19400
LIBERTY BROADBAND SER CCOM53030730555,019318,582SH SOLE 318,58200
LIBERTY FORMULA ONE SER CCOM5312298546,326123,061SH SOLE 123,06100
LIBERTY GLOBAL PLC CL ACOMG5480U1048,915299,185SH SOLE 299,18500
LIBERTY GLOBAL PLC- CCOMG5480U12013,597461,565SH SOLE 461,56500
LIBERTY LATIN AMERICA LTDCOMg9001e1288,923680,155SH SOLE 680,15500
LIBERTY LATIN AMERICA LTD CL ACOMG9001E10228,5262,180,929SH SOLE 2,180,92900
LIBERTY MEDIA CORP- LIBERTY FOCOM5312298703,70778,789SH SOLE 78,78900
LIBERTY MEDIA CORP- LIBERTY SICOM53122960732,014674,420SH SOLE 674,42000
LIBERTY SIRIUSXM GROUPCOM5312294099,350198,239SH SOLE 198,23900
LINDE PLCCOMG5494J1037,34025,022SH SOLE 25,02200
LIONS GATE ENTERTAINMENT CORPCOM53591950092971,476SH SOLE 71,47600
LIVENT CORP.COM53814L1081,42761,765SH SOLE 61,76500
LKQ CORP COMCOM50188920865413,000SH SOLE 13,00000
LOWE'S COMPANIES, INCCOM5486611071,3116,466SH SOLE 6,46600
LYONDELLBASELL INDUSTRIES NV CCOMn537451001,03211,000SH SOLE 11,00000
MARSH & MCLENNAN COS INCCOM5717481023022,000SH SOLE 2,00000
MASTERCARD INC CL ACOM57636q1048242,371SH SOLE 2,37100
MCDONALD'S CORP COMCOM5801351011,7557,282SH SOLE 7,28200
MEDTRONIC PLCCOMg5960l10324,909198,717SH SOLE 198,71700
MERCK & CO INCCOM58933y10529,652394,793SH SOLE 394,79300
META PLATFORMS INC. CLASS A (FCOM30303M1026,27718,497SH SOLE 18,49700
MICROSOFT CORPCOM59491810439,250139,225SH SOLE 139,22500
MORGAN STANLEY COMCOM6174464481,35413,915SH SOLE 13,91500
MOSAIC CO COMCOM61945c10343,5431,219,035SH SOLE 1,219,03500
MRC GLOBAL INCCOM55345k10319526,600SH SOLE 26,60000
NEWELL BRANDS INCCOM65122910684138,000SH SOLE 38,00000
NIKE INC CL BCOM6541061032641,820SH SOLE 1,82000
NUTRIEN LTDCOM67077m1081,16618,000SH SOLE 18,00000
OKTA, INC.COM6792951054,51519,025SH SOLE 19,02500
ORGANON & Co.COM68622v1061,18936,273SH SOLE 36,27300
PALO ALTO NETWORKS INCCOM6974351053,4337,169SH SOLE 7,16900
PAYCHEX INC COMCOM7043261072081,855SH SOLE 1,85500
PAYPAL HLDGS INC COMCOM70450Y1033,41313,120SH SOLE 13,12000
PEPSICO INCCOM71344810817,549116,680SH SOLE 116,68000
PFIZER INCCOM7170811031,45033,720SH SOLE 33,72000
PIONEER NATURAL RESOURCES COCOM72378710740,802245,043SH SOLE 245,04300
PNC FINANCIAL SERVICES GROUP ICOM6934751055082,600SH SOLE 2,60000
PROCTER & GAMBLE COCOM7427181092,36816,939SH SOLE 16,93900
PROSUS NV - SPONSORED ADRCOM74365p1089,553597,415SH SOLE 597,41500
PURE STORAGE, INC.COM74624m1024,790190,420SH SOLE 190,42000
QURATE RETAIL INCCOM74915M1001,611158,139SH SOLE 158,13900
RAYTHEON TECHNOLOGIES CORPCOM75513e1011,66519,370SH SOLE 19,37000
REDFIN CORP.COM75737f10869013,777SH SOLE 13,77700
RICE ACQUISTION CORP II 1/4 WCOMg7552911874472,300SH SOLE 72,30000
ROBLOX CORP.COM7710491032,00426,530SH SOLE 26,53000
ROCHE HOLDING LTD SPONSORED ADCOM7711951042,15847,100SH SOLE 47,10000
ROCKWELL AUTOMATION INC COMCOM7739031092941,000SH SOLE 1,00000
ROLLINS INC COMCOM7757111045,541156,847SH SOLE 156,84700
ROYALTY PHARMA PLC CL ACOMG7709Q1043,35592,850SH SOLE 92,85000
SALESFORCE COM INCCOM79466L3027092,616SH SOLE 2,61600
SIEMENS GAMESA RENEWABLE ENERGCOM82621P1017615,000SH SOLE 15,00000
SONY GROUP CORPORATION ADRCOM8356993071,21611,000SH SOLE 11,00000
SPDR GOLD TRUSTCOM78463v10713,24480,650SH SOLE 80,65000
STANDEX INTL CORPCOM8542311073213,250SH SOLE 3,25000
STARBUCKS CORP COMCOM8552441094083,700SH SOLE 3,70000
STERICYCLE INCCOM8589121082,61238,437SH SOLE 38,43700
STRYKER CORP.COM8636671014,07315,445SH SOLE 15,44500
SUMO LOGIC, INC.COM86646p10389855,761SH SOLE 55,76100
SVB FINL GROUPCOM78486Q1019081,405SH SOLE 1,40500
TE CONNECTIVITY LTDCOMh849891043,20123,333SH SOLE 23,33300
TEXAS INSTRUMENTS INC COMCOM8825081042051,070SH SOLE 1,07000
THERMO FISHER SCIENTIFIC INCCOM88355610225,14144,006SH SOLE 44,00600
TJX COS INC NEW COMCOM8725401092,07731,490SH SOLE 31,49000
TRANE TECHNOLOGIES PLCCOMg8994e1035162,990SH SOLE 2,99000
TRUIST FINANCIAL CORPCOM89832q10981413,894SH SOLE 13,89400
UNION PACIFIC CORPCOM90781810813,18767,281SH SOLE 67,28100
UNITED PARCEL SERVICE-CL BCOM9113121067624,190SH SOLE 4,19000
VANECK GOLD MINERS ETFCOM92189f1062,42982,451SH SOLE 82,45100
VANGUARD DIVIDEND APPRECIATIONCOM9219088443,72824,271SH SOLE 24,27100
VANGUARD FTSE ALL-WORLD EX-USCOM9220427752,44440,100SH SOLE 40,10000
VANGUARD FTSE DEVELOPED ETFCOM9219438583106,150SH SOLE 6,15000
VANGUARD FTSE EMERGING MARKETCOM9220428582,89757,942SH SOLE 57,94200
VANGUARD MSCI EUROPEAN INDEX ECOM9220428742,62440,000SH SOLE 40,00000
VANGUARD TOTAL STOCK MKT ETFCOM9229087696492,927SH SOLE 2,92700
VERIZON COMMUNICATIONSCOM92343V10472813,495SH SOLE 13,49500
VESTAS WIND SYSTEM A/S UnSPONSCOM9254581011,22491,500SH SOLE 91,50000
VISA INC COM CL ACOM92826C8398063,622SH SOLE 3,62200
WALMART STORES INC COMCOM9311421032782,000SH SOLE 2,00000
WALT DISNEY COMPANYCOM2546871064,75428,107SH SOLE 28,10700
WATERS CORP COMCOM9418481033,2068,975SH SOLE 8,97500
WEC ENERGY GROUP INC COMCOM92939u1063,90144,237SH SOLE 44,23700
WELLS FARGO & COCOM9497461013,73480,464SH SOLE 80,46400
WISDOMTREE JAPAN HEDGED EQUITYCOM97717w8511,26320,000SH SOLE 20,00000
WORKDAY INC ACOM98138h1016,60126,419SH SOLE 26,41900
ZOETIS INC COM USD0.01 CL ACOM98978V1032,45912,670SH SOLE 12,67000