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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109 BBG0025Y4RY4 8,403,245 62,371 SH   SOLE   0 0 62,371
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JX6 16,242,931 135,697 SH   SOLE   0 0 135,697
APPLE INC COM 037833100 BBG000B9XRY4 22,633,777 116,687 SH   SOLE   0 0 116,687
MICROSOFT CORP COM 594918104 BBG000BPH459 23,232,660 68,223 SH   SOLE   0 0 68,223
TRACTOR SUPPLY CO COM 892356106 BBG000BLXZN1 6,671,029 30,172 SH   SOLE   0 0 30,172
ISHARES TR IBOXX HI YD ETF 464288513 BBG000R2T3H9 6,352,574 84,622 SH   SOLE   0 0 84,622
SPDR GOLD TRUST GOLD SHS 78463V107 BBG000CRF6Q8 4,874,437 27,343 SH   SOLE   0 0 27,343
3M CO COM 88579Y101 BBG000BP52R2 2,569,811 25,675 SH   SOLE   0 0 25,675
AUTOMATIC DATA PROCESSING IN COM 053015103 BBG000JG0547 4,628,118 21,057 SH   SOLE   0 0 21,057
CHURCH & DWIGHT INC COM 171340102 BBG000BFJT36 3,056,013 30,490 SH   SOLE   0 0 30,490
FASTENAL CO COM 311900104 BBG000BJ8YN7 7,077,207 119,973 SH   SOLE   0 0 119,973
FISERV INC COM 337738108 BBG000BJKPG0 9,173,123 72,716 SH   SOLE   0 0 72,716
GILEAD SCIENCES INC COM 375558103 BBG000CKGBP2 814,090 10,563 SH   SOLE   0 0 10,563
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG000BLNNH6 1,512,856 11,306 SH   SOLE   0 0 11,306
INTEL CORP COM 458140100 BBG000C0G1D1 2,635,607 78,816 SH   SOLE   0 0 78,816
INTERCONTINENTAL EXCHANGE IN COM 45866F104 BBG000C1FB75 5,718,003 50,566 SH   SOLE   0 0 50,566
MERCADOLIBRE INC COM 58733R102 BBG000GQPB11 10,611,647 8,958 SH   SOLE   0 0 8,958
PAGSEGURO DIGITAL LTD COM CL A G68707101 BBG00JM7QBR6 2,044,581 216,587 SH   SOLE   0 0 216,587
STARBUCKS CORP COM 855244109 BBG000CTQBF3 2,922,864 29,506 SH   SOLE   0 0 29,506
PROCTER & GAMBLE CO COM 742718109 BBG000BR2TH3 7,667,877 50,533 SH   SOLE   0 0 50,533
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG000BVDLH9 3,614,684 6,928 SH   SOLE   0 0 6,928
WAL-MART STORES INC COM 931142103 BBG000BWXBC2 15,663,930 99,656 SH   SOLE   0 0 99,656
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 BBG0042V6JM8 705,816 10,398 SH   SOLE   0 0 10,398
ADOBE SYSTEMS INCORPORATED COM 00724F101 BBG000BB5006 17,110,738 34,992 SH   SOLE   0 0 34,992
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JVL2 1,326,182 15,911 SH   SOLE   0 0 15,911
AMAZON COM INC COM 023135106 BBG000BVPV84 7,460,242 57,228 SH   SOLE   0 0 57,228
COSTCO WHSL CORP NEW COM 22160K105 BBG000F6H8W8 12,905,507 23,971 SH   SOLE   0 0 23,971
S&P GLOBAL INC COM 78409V104 BBG000BP1Q11 10,845,277 27,053 SH   SOLE   0 0 27,053
ZTO EXPRESS CAYMAN INC SPONSORED ADR 98980A105 BBG00DY7QWH1 923,170 36,809 SH   SOLE   0 0 36,809
AMGEN INC COM 031162100 BBG000BBS2Y0 739,549 3,331 SH   SOLE   0 0 3,331
ARK ETF TR GENOMIC REV ETF 00214Q302 BBG007FJPCB0 2,469,718 72,447 SH   SOLE   0 0 72,447
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG000BJPDZ1 767,313 2,244 SH   SOLE   0 0 2,244
MEDTRONIC PLC SHS G5960L103 BBG000BNWG87 1,312,954 14,903 SH   SOLE   0 0 14,903
FACEBOOK INC CL A 30303M102 BBG000MM2P62 2,678,671 9,334 SH   SOLE   0 0 9,334
NETFLIX INC COM 64110L106 BBG000CL9VN6 3,716,414 8,437 SH   SOLE   0 0 8,437
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXV6 1,395,658 20,915 SH   SOLE   0 0 20,915
ZOETIS INC CL a 98978V103 BBG0039320N9 6,174,590 35,855 SH   SOLE   0 0 35,855
ADVANCED MICRO DEVICES INC COM 007903107 BBG000BBQCY0 10,181,162 89,379 SH   SOLE   0 0 89,379
NVIDIA CORPORATION COM 67066G104 BBG000BBJQV0 2,586,767 6,115 SH   SOLE   0 0 6,115
ORACLE COPR COM 68389X105 BBG000BQLTW7 385,137 3,234 SH   SOLE   0 0 3,234
SALESFORCE COM INC COM 79466L302 BBG000BN2DC2 258,582 1,224 SH   SOLE   0 0 1,224
Visa INC COM CL A 92826C839 BBG000PSKYX7 397,779 1,675 SH   SOLE   0 0 1,675
NEXTERA ENERGY INC COM 65339F101 BBG000BJSBJ0 741,035 9,987 SH   SOLE   0 0 9,987
PFIZER INC COM 717081103 BBG000BR2B91 875,698 23,874 SH   SOLE   0 0 23,874
REGENERON PHARMACEUTICALS COM 75886F107 BBG000C734W3 8,887,621 12,369 SH   SOLE   0 0 12,369
SHOPIFY INC CL A 82509L107 BBG008HBD923 3,276,189 50,715 SH   SOLE   0 0 50,715
UNITEDHEALTH GROUP INC COM 91324P102 BBG000CH5208 6,419,908 13,357 SH   SOLE   0 0 13,357
ISHARES TR ISHS 5-10YR INVT 464288638 BBG000QN1YR5 1,473,104 29,130 SH   SOLE   0 0 29,130
PIMCO ETF TR 0-5 HIGH YIELD 72201R783 BBG001R058S4 5,466,932 59,951 SH   SOLE   0 0 59,951
BAIDU INC SPON ADR REP A 056752108 BBG000QXWHD1 319,411 2,333 SH   SOLE   0 0 2,333
JD COM INC SPON ADR CL A 47215P106 BBG005YHY0Q7 400,277 11,728 SH   SOLE   0 0 11,728
MASTEC INC COM 576323109 BBG000DYXD23 6,823,149 57,838 SH   SOLE   0 0 57,838
COPART INC COM 217204106 BBG000BM9RH1 4,463,453 48,936 SH   SOLE   0 0 48,936
FORD MTR CO DEL COM 345370860 BBG000BQPC32 2,379,510 157,271 SH   SOLE   0 0 157,271
ISHARES TR USD INV GRDE ETF 464288620 BBG000QN2QQ2 239,631 4,784 SH   SOLE   0 0 4,784
AT&T INC COM 00206R102 BBG000BSJK37 1,256,094 78,752 SH   SOLE   0 0 78,752
ABM INDS INC COM 000957100 BBG000B9YYH7 678,092 15,899 SH   SOLE   0 0 15,899
AMERICAN ELEC PWR CO INC COM 025537101 BBG000BB9KF2 411,654 4,889 SH   SOLE   0 0 4,889
AMERICAN WTR WKS CO INC NEW COM 030420103 BBG000TRJ294 813,961 5,702 SH   SOLE   0 0 5,702
BOISE CASCADE CO DEL COM 09739D100 BBG000RQKCR4 783,335 8,670 SH   SOLE   0 0 8,670
DISNEY WALT CO COM DISNEY 254687106 BBG000BH4R78 218,736 2,450 SH   SOLE   0 0 2,450
EQUINIX INC COM 29444U700 BBG000MBDGM6 742,391 947 SH   SOLE   0 0 947
EDWARDS LIFESCIENCES CORP COM 28176E108 BBG000BRXP69 623,993 6,615 SH   SOLE   0 0 6,615
FEDERAL SIGNAL CORP COM 313855108 BBG000BJXWX2 1,014,299 15,841 SH   SOLE   0 0 15,841
HERSHEY CO COM 427866108 BBG000BLHRS2 1,082,699 4,336 SH   SOLE   0 0 4,336
LILLY ELI & CO COM 532457108 BBG000BNBDC2 2,182,633 4,654 SH   SOLE   0 0 4,654
MCDONALDS CORP COM 580135101 BBG000BNSZP1 908,957 3,046 SH   SOLE   0 0 3,046
MCCORMICK & CO INC COM NON VTG 579780206 BBG000G6Y5W4 473,397 5,427 SH   SOLE   0 0 5,427
PROGRESSIVE CORP OHIO COM 743315103 BBG000BR37X2 486,592 3,676 SH   SOLE   0 0 3,676
TERADYNE INC COM 880770102 BBG000BV4DR6 556,650 5,000 SH   SOLE   0 0 5,000
TAYLOR MORRISON HOME CORP COM 87724P106 BBG003PGJHP5 789,001 16,178 SH   SOLE   0 0 16,178
TRANE TECHNOLOGIES PLC SHS G8994E103 BBG000BM6788 851,107 4,450 SH   SOLE   0 0 4,450
WISDOMTREE TR EMER MKT HIGH FD 97717W315 BBG000RPWS52 453,997 11,863 SH   SOLE   0 0 11,863
ISHARES INC EM MKTS DIV ETF 464286319 BBG002PHMJ22 401,408 16,384 SH   SOLE   0 0 16,384
SPDR SER TR PRTFLO S&P500 HI 78468R788 BBG00B6WD888 868,970 23,435 SH   SOLE   0 0 23,435
VANGUARD INDEX FDS VALUE ETF 922908744 BBG000HWV1X7 972,390 6,843 SH   SOLE   0 0 6,843
VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 BBG000QBYWJ8 1,198,697 11,301 SH   SOLE   0 0 11,301
BERKSHIRE HATHAWAY INC CL B 084670702 BBG000DWG505 4,270,684 12,524 SH   SOLE   0 0 12,524
ISHARES TR CORE S&P US VLU 464287663 BBG000C183Y1 335,814 4,291 SH   SOLE   0 0 4,291
JOHNSON & JOHNSON COM 478160104 BBG000BMHYD1 1,450,783 8,765 SH   SOLE   0 0 8,765
NIO INC SPON ADS 62914V106 BBG00LPXZB46 157,492 16,253 SH   SOLE   0 0 16,253
PINTEREST INC CL A 72352L106 BBG002583CV8 252,676 9,242 SH   SOLE   0 0 9,242
BOEING CO COM 097023105 BBG000BCSST7 405,005 1,918 SH   SOLE   0 0 1,918
BOOKING HLDGS INC COM 09857L108 BBG000BLBVN4 348,343 129 SH   SOLE   0 0 129
DUKE ENERGY CORP NEW COM NEW 26441C204 BBG000BHGDH5 1,456,390 16,229 SH   SOLE   0 0 16,229
ISHARES TR IBOXX INV CP ETF 464287242 BBG000BBV9N3 1,207,708 11,168 SH   SOLE   0 0 11,168
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB30 7,234,369 59,803 SH   SOLE   0 0 59,803
ISHARES TR SH TR CRPORT ETF 464288646 BBG000QN2BW8 672,178 13,398 SH   SOLE   0 0 13,398
EXXON MOBIL CORP COM 30231G102 BBG000GZQ728 485,628 4,528 SH   SOLE   0 0 4,528
ARISTA NETWORKS INC COM 040413106 BBG000N2HDY5 9,451,177 58,319 SH   SOLE   0 0 58,319
ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG000K6MRN4 376,870 520 SH   SOLE   0 0 520
KIMBERLY-CLARK CORP COM 494368103 BBG000BMW2Z0 251,269 1,820 SH   SOLE   0 0 1,820
PALOMAR HLDGS INC COM 69753M105 BBG00NLMRY30 3,623,843 62,437 SH   SOLE   0 0 62,437
INVESCO QQQ TR UNIT SER 1 46090E103 BBG000BSWKH7 418,183 1,132 SH   SOLE   0 0 1,132
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG0015VYNT4 283,874 697 SH   SOLE   0 0 697
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG000BDTBL9 10,335,960 23,317 SH   SOLE   0 0 23,317
INVESCO EXCH TRD SLF IDX FD BULSHS 2023 HY 46138J858 BBG00KJR0YK8 515,104 21,910 SH   SOLE   0 0 21,910
ISHARES TR 1 3 YR TREAS BD 464287457 BBG000NTFYM5 1,173,309 14,471 SH   SOLE   0 0 14,471
ISHARES TR 3 7 YR TREAS BD 464288661 BBG000QN0RR1 393,728 3,416 SH   SOLE   0 0 3,416
ISHARES TR BARCLAYS 7 10 YR 464287440 BBG000BHR296 479,522 4,964 SH   SOLE   0 0 4,964
ISHARES TR IBONDS DEC23 ETF 46434VAX8 BBG0088JLVL7 795,775 31,466 SH   SOLE   0 0 31,466
ISHARES TR TIPS BD ETF 464287176 BBG000C01W49 313,389 2,912 SH   SOLE   0 0 2,912
KRANESHARES TR QUADRTC INT RT 500767736 BBG00NW3SK84 4,834,839 234,929 SH   SOLE   0 0 234,929
SPDR SERIES TRUST BARC SHT TR CP 78464A474 BBG000Q1MZ15 545,347 18,524 SH   SOLE   0 0 18,524
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 BBG000PWZXV6 300,716 5,209 SH   SOLE   0 0 5,209
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG000D9D830 450,835 1,461 SH   SOLE   0 0 1,461
ADVANSIX INC COM 00773T101 BBG00CWTTQ41 309,048 8,835 SH   SOLE   0 0 8,835
AMER STATES WTR CO COM 029899101 BBG000F964B6 269,961 3,103 SH   SOLE   0 0 3,103
AMERISOURCEBERGEN CORP COM 03073E105 BBG000MDCQC2 335,405 1,743 SH   SOLE   0 0 1,743
BERKSHIRE HATHAWAY INC DEL CL A 084670108 BBG000DWCFL4 5,178,100 10 SH   SOLE   0 0 10
CHARTER COMMUNICATIONS INC N CL A 16119P108 BBG000VPGNR2 332,102 904 SH   SOLE   0 0 904
CISCO SYS INC COM 17275R102 BBG000C3J3C9 484,442 9,363 SH   SOLE   0 0 9,363
COCA COLA CO COM 191216100 BBG000BMX289 8,562,561 142,188 SH   SOLE   0 0 142,188
DOLE PLC ORD SHS G27907107 BBG011PCV4J9 1,541,280 114,000 SH   SOLE   0 0 114,000
GARMIN LTD SHS H2906T109 BBG000C4LN67 2,217,310 21,261 SH   SOLE   0 0 21,261
HOME DEPOT INC COM 437076102 BBG000BKZB36 339,840 1,094 SH   SOLE   0 0 1,094
ISHARES TR MSCI EAFE ETF 464287465 BBG000D2KQ55 447,035 6,166 SH   SOLE   0 0 6,166
ISHARES TR CORE S&P500 ETF 464287200 BBG000BVZ4F5 883,397 1,982 SH   SOLE   0 0 1,982
ISHARES MSCI SZ CAP ETF 464286749 BBG000BK5Z27 201,522 4,361 SH   SOLE   0 0 4,361
ISHARES TR S&P 100 ETF 464287101 BBG000DDXQR3 496,737 2,399 SH   SOLE   0 0 2,399
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 BBG00BFHDFR4 1,288,417 17,115 SH   SOLE   0 0 17,115
NIKE INC CL B 654106103 BBG000C5HS04 208,047 1,885 SH   SOLE   0 0 1,885
NORTHROP GRUMMAN CORP COM 666807102 BBG000BQ2C28 363,728 798 SH   SOLE   0 0 798
OTIS WORLDWIDE CORP COM 68902V107 BBG00RP60KV0 233,562 2,624 SH   SOLE   0 0 2,624
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG000BJ7007 514,626 2,960 SH   SOLE   0 0 2,960
SPDR INDEX SHS FDS EURO STOXX 50 78463X202 BBG000PG8230 222,543 4,840 SH   SOLE   0 0 4,840
STAAR SURGICAL CO COM PAR $0.01 852312305 BBG000C4QB95 303,802 5,779 SH   SOLE   0 0 5,779
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG000BD8ZK0 384,404 3,809 SH   SOLE   0 0 3,809
TESLA MTRS INC COM 88160R101 BBG000N9MNX3 218,578 835 SH   SOLE   0 0 835
VERIZON COMMUNICATIONS INC COM 92343V104 BBG000HS77T5 850,089 22,858 SH   SOLE   0 0 22,858
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG000QVFB47 505,302 10,942 SH   SOLE   0 0 10,942
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG000HT88C8 275,851 6,781 SH   SOLE   0 0 6,781
WAYFAIR INC NOTE 0.625%10/0 ADDED 94419LAM3 BBG00WM39FZ7 232,875 270,000 PRN   SOLE   0 0 270,000
FASTLY INC NOTE 3/1 ADDED 31188VAB6 BBG00ZHQYVF4 659,898 795,000 PRN   SOLE   0 0 795,000
RINGCENTRAL INC NOTE 3/1 ADDED 76680RAH0 BBG00X8R33H1 345,571 416,000 PRN   SOLE   0 0 416,000
ISHARES TR 20 YR TR BD ETF 464287432 BBG000BJKYW3 298,938 2,904 SH   SOLE   0 0 2,904
AMERICAN TOWER CORP NEW COM 03027X100 BBG000B9XYV2 614,596 3,169 SH   SOLE   0 0 3,169
COOPER COS INC COM 216648402 BBG000BG3445 4,642,187 12,107 SH   SOLE   0 0 12,107
DOLLAR GEN CORP NEW COM 256677105 BBG000NV1KK7 755,521 4,450 SH   SOLE   0 0 4,450
SEA LTD SPONSORED ADS 81141R100 BBG00HTBWMG5 489,103 8,427 SH   SOLE   0 0 8,427
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MT8 471,330 10,918 SH   SOLE   0 0 10,918
ROBLOX CORP CL A 771049103 BBG001R1GCT0 327,639 8,130 SH   SOLE   0 0 8,130
BLACKLINE INC NOTE 3/1 ADDED 09239BAD1 BBG00ZL7RVW0 4,123,422 4,858,000 PRN   SOLE   0 0 4,858,000
PINDUODUO INC NOTE 12/0 722304AC6 BBG00Y78WSB1 1,637,093 1,680,000 PRN   SOLE   0 0 1,680,000
SPLUNK INC NOTE 1.125% 6/1 848637AF1 BBG00V76DB83 164,976 191,000 PRN   SOLE   0 0 191,000
ISHARES TR U.S. PFD STK ETF 464288687 BBG000G7K7Q0 1,042,681 33,711 SH   SOLE   0 0 33,711
WIX COM LTD NOTE 8/1 ADDED 92940WAD1 BBG00WLM45F5 1,420,545 1,624,000 PRN   SOLE   0 0 1,624,000
ALTERYX INC NOTE 0.500% 8/0 02156BAD5 BBG00PXGRTS9 235,450 250,000 PRN   SOLE   0 0 250,000
NIO INC NOTE 0.500% 2/0 ADDED 62914VAF3 BBG00YVHRDV1 245,276 293,000 PRN   SOLE   0 0 293,000
ABBOTT LABS COM 002824100 BBG000B9ZXB4 295,226 2,708 SH   SOLE   0 0 2,708
APPLIED MATLS INC COM 038222105 BBG000BBPFB9 775,891 5,368 SH   SOLE   0 0 5,368
BECTON DICKINSON & CO COM 075887109 BBG000BCZYD3 264,010 1,000 SH   SOLE   0 0 1,000
BROADCOM INC COM 11135F101 BBG00KHY5S69 279,312 322 SH   SOLE   0 0 322
ECOLAB INC COM 278865100 BBG000BHKYH4 205,359 1,100 SH   SOLE   0 0 1,100
MERCK & CO INC COM 58933Y105 BBG000BPD168 323,092 2,800 SH   SOLE   0 0 2,800
ISHARES TR CORE S&P MCP ETF 464287507 BBG000BWC7P0 257,296 984 SH   SOLE   0 0 984
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG000PWXXY5 255,050 3,371 SH   SOLE   0 0 3,371
ISHARES INC MSCI EM ASIA ETF 464286426 BBG002MYG8C8 811,190 12,345 SH   SOLE   0 0 12,345
FREEPORT-MCMORAN INC CL B 35671D857 BBG000BJDB15 324,280 8,107 SH   SOLE   0 0 8,107
CALAMOS CONV OPP AND INC FD SH BEN INT 128117108 BBG000D8GTW1 208,219 18,591 SH   SOLE   0 0 18,591