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
ABBVIE INC COM 00287Y109 2,308 21,328 SH   SOLE   21,328 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 16,554 34,824 SH   SOLE   34,824 0 0
ALLSTATE CORP COM 020002101 13,200 114,880 SH   SOLE   114,880 0 0
ALPHABET INC CAP STK CL C 02079K107 484 234 SH   SOLE   234 0 0
ALPHABET INC CAP STK CL A 02079K305 19,373 9,393 SH   SOLE   9,393 0 0
AMERICAN ELEC PWR CO INC COM 025537101 468 5,520 SH   SOLE   5,520 0 0
AMPHENOL CORP NEW CL A 032095101 15,932 241,503 SH   SOLE   241,503 0 0
APPLE INC COM 037833100 23,365 191,281 SH   SOLE   191,281 0 0
AVERY DENNISON CORP COM 053611109 18,353 99,934 SH   SOLE   99,934 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 736 2,880 SH   SOLE   2,880 0 0
BHP GROUP LTD SPONSORED ADS 088606108 17,669 254,635 SH   SOLE   254,635 0 0
BLACKSTONE GROUP INC COM 09260D107 16,923 227,061 SH   SOLE   227,061 0 0
CANADIAN PAC RY LTD COM 13645T100 19,800 52,203 SH   SOLE   52,203 0 0
COSTCO WHSL CORP NEW COM 22160K105 712 2,020 SH   SOLE   2,020 0 0
EATON CORP PLC SHS G29183103 2,006 14,510 SH   SOLE   14,510 0 0
EXXON MOBIL CORP COM 30231G102 243 4,350 SH   SOLE   4,350 0 0
FACEBOOK INC CL A 30303M102 20,723 70,361 SH   SOLE   70,361 0 0
GENERAL MTRS CO COM 37045V100 15,640 272,185 SH   SOLE   272,185 0 0
JPMORGAN CHASE & CO COM 46625H100 565 3,712 SH   SOLE   3,712 0 0
LINDE PLC SHS G5494J103 456 1,629 SH   SOLE   1,629 0 0
MASTERCARD INCORPORATED CL A 57636Q104 9,513 26,717 SH   SOLE   26,717 0 0
MERCK & CO. INC COM 58933Y105 649 8,420 SH   SOLE   8,420 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 2,148 65,860 SH   SOLE   65,860 0 0
NOVARTIS AG SPONSORED ADR 66987V109 222 2,600 SH   SOLE   2,600 0 0
NVIDIA CORPORATION COM 67066G104 20,311 38,040 SH   SOLE   38,040 0 0
PAYPAL HLDGS INC COM 70450Y103 20,819 85,732 SH   SOLE   85,732 0 0
QUANTA SVCS INC COM 74762E102 3,378 38,390 SH   SOLE   38,390 0 0
SALESFORCE COM INC COM 79466L302 15,831 74,719 SH   SOLE   74,719 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 2,124 7,390 SH   SOLE   7,390 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 300 5,167 SH   SOLE   5,167 0 0
VISA INC COM CL A 92826C839 17,649 83,354 SH   SOLE   83,354 0 0
WEC ENERGY GROUP INC COM 92939U106 16,537 176,701 SH   SOLE   176,701 0 0
ZOETIS INC CL A 98978V103 432 2,745 SH   SOLE   2,745 0 0