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 8,904,099 59,735 SH   SOLE   0 0 59,735
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JX6 17,544,400 134,070 SH   SOLE   0 0 134,070
APPLE INC COM 037833100 BBG000B9XRY4 19,806,258 115,684 SH   SOLE   0 0 115,684
MICROSOFT CORP COM 594918104 BBG000BPH459 21,539,202 68,216 SH   SOLE   0 0 68,216
TRACTOR SUPPLY CO COM 892356106 BBG000BLXZN1 6,078,302 29,935 SH   SOLE   0 0 29,935
ISHARES TR IBOXX HI YD ETF 464288513 BBG000R2T3H9 6,300,332 85,463 SH   SOLE   0 0 85,463
SPDR GOLD TRUST GOLD SHS 78463V107 BBG000CRF6Q8 4,626,407 26,984 SH   SOLE   0 0 26,984
3M CO COM 88579Y101 BBG000BP52R2 2,327,206 24,858 SH   SOLE   0 0 24,858
AUTOMATIC DATA PROCESSING IN COM 053015103 BBG000JG0547 5,088,267 21,150 SH   SOLE   0 0 21,150
CHURCH & DWIGHT INC COM 171340102 BBG000BFJT36 2,641,968 28,833 SH   SOLE   0 0 28,833
FASTENAL CO COM 311900104 BBG000BJ8YN7 6,169,621 112,914 SH   SOLE   0 0 112,914
FISERV INC COM 337738108 BBG000BJKPG0 8,283,470 73,331 SH   SOLE   0 0 73,331
GILEAD SCIENCES INC COM 375558103 BBG000CKGBP2 767,760 10,245 SH   SOLE   0 0 10,245
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG000BLNNH6 1,580,480 11,265 SH   SOLE   0 0 11,265
INTEL CORP COM 458140100 BBG000C0G1D1 2,794,799 78,616 SH   SOLE   0 0 78,616
INTERCONTINENTAL EXCHANGE IN COM 45866F104 BBG000C1FB75 1,764,941 16,042 SH   SOLE   0 0 16,042
MERCADOLIBRE INC COM 58733R102 BBG000GQPB11 11,431,206 9,016 SH   SOLE   0 0 9,016
PAGSEGURO DIGITAL LTD COM CL A G68707101 BBG00JM7QBR6 2,015,825 234,126 SH   SOLE   0 0 234,126
STARBUCKS CORP COM 855244109 BBG000CTQBF3 2,654,770 29,087 SH   SOLE   0 0 29,087
PROCTER & GAMBLE CO COM 742718109 BBG000BR2TH3 7,386,496 50,641 SH   SOLE   0 0 50,641
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG000BVDLH9 3,591,782 7,096 SH   SOLE   0 0 7,096
WAL-MART STORES INC COM 931142103 BBG000BWXBC2 15,844,905 99,074 SH   SOLE   0 0 99,074
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 BBG0042V6JM8 845,015 12,082 SH   SOLE   0 0 12,082
ADOBE SYSTEMS INCORPORATED COM 00724F101 BBG000BB5006 17,633,362 34,582 SH   SOLE   0 0 34,582
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JVL2 1,481,693 17,082 SH   SOLE   0 0 17,082
AMAZON COM INC COM 023135106 BBG000BVPV84 7,078,042 55,680 SH   SOLE   0 0 55,680
COSTCO WHSL CORP NEW COM 22160K105 BBG000F6H8W8 13,724,573 24,293 SH   SOLE   0 0 24,293
S&P GLOBAL INC COM 78409V104 BBG000BP1Q11 9,893,110 27,074 SH   SOLE   0 0 27,074
ZTO EXPRESS CAYMAN INC SPONSORED ADR 98980A105 BBG00DY7QWH1 751,155 31,078 SH   SOLE   0 0 31,078
AMGEN INC COM 031162100 BBG000BBS2Y0 896,852 3,337 SH   SOLE   0 0 3,337
ARK ETF TR GENOMIC REV ETF 00214Q302 BBG007FJPCB0 2,048,574 73,531 SH   SOLE   0 0 73,531
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG000BJPDZ1 658,529 2,253 SH   SOLE   0 0 2,253
MEDTRONIC PLC SHS G5960L103 BBG000BNWG87 1,171,325 14,948 SH   SOLE   0 0 14,948
FACEBOOK INC CL A 30303M102 BBG000MM2P62 2,787,750 9,286 SH   SOLE   0 0 9,286
NETFLIX INC COM 64110L106 BBG000CL9VN6 3,174,861 8,408 SH   SOLE   0 0 8,408
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXV6 1,242,392 21,252 SH   SOLE   0 0 21,252
ZOETIS INC CL a 98978V103 BBG0039320N9 6,442,305 37,029 SH   SOLE   0 0 37,029
ADVANCED MICRO DEVICES INC COM 007903107 BBG000BBQCY0 9,711,966 94,456 SH   SOLE   0 0 94,456
NVIDIA CORPORATION COM 67066G104 BBG000BBJQV0 2,656,919 6,108 SH   SOLE   0 0 6,108
ORACLE COPR COM 68389X105 BBG000BQLTW7 342,969 3,238 SH   SOLE   0 0 3,238
SALESFORCE COM INC COM 79466L302 BBG000BN2DC2 250,839 1,237 SH   SOLE   0 0 1,237
Visa INC COM CL A 92826C839 BBG000PSKYX7 670,939 2,917 SH   SOLE   0 0 2,917
NEXTERA ENERGY INC COM 65339F101 BBG000BJSBJ0 574,390 10,026 SH   SOLE   0 0 10,026
PFIZER INC COM 717081103 BBG000BR2B91 1,082,403 32,632 SH   SOLE   0 0 32,632
REGENERON PHARMACEUTICALS COM 75886F107 BBG000C734W3 10,303,459 12,520 SH   SOLE   0 0 12,520
SHOPIFY INC CL A 82509L107 BBG004DW5NB8 3,721,606 50,197 SH   SOLE   0 0 50,197
UNITEDHEALTH GROUP INC COM 91324P102 BBG000CH5208 6,872,110 13,630 SH   SOLE   0 0 13,630
ISHARES TR ISHS 5-10YR INVT 464288638 BBG000QN1YR5 1,555,778 31,979 SH   SOLE   0 0 31,979
PIMCO ETF TR 0-5 HIGH YIELD 72201R783 BBG001R058S4 5,367,703 59,443 SH   SOLE   0 0 59,443
BAIDU INC SPON ADR REP A 056752108 BBG000QXWHD1 313,439 2,333 SH   SOLE   0 0 2,333
FORD MTR CO DEL COM 345370860 BBG000BQPC32 2,245,859 180,826 SH   SOLE   0 0 180,826
JD COM INC SPON ADR CL A 47215P106 BBG005YHY0Q7 341,637 11,728 SH   SOLE   0 0 11,728
MASTEC INC COM 576323109 BBG000DYXD23 4,182,896 58,120 SH   SOLE   0 0 58,120
COPART INC COM 217204106 BBG000BM9RH1 4,230,318 98,174 SH   SOLE   0 0 98,174
ISHARES TR USD INV GRDE ETF 464288620 BBG000QN2QQ2 229,967 4,784 SH   SOLE   0 0 4,784
AT&T INC COM 00206R102 BBG000BSJK37 1,220,015 81,226 SH   SOLE   0 0 81,226
VERIZON COMMUNICATIONS INC COM 92343V104 BBG000HS77T5 945,951 29,187 SH   SOLE   0 0 29,187
AMERICAN TOWER CORP NEW COM 03027X100 BBG000B9XYV2 521,142 3,169 SH   SOLE   0 0 3,169
COOPER COS INC COM 216648402 BBG000BG3445 3,885,446 12,218 SH   SOLE   0 0 12,218
DOLLAR GEN CORP NEW COM 256677105 BBG000NV1KK7 519,690 4,912 SH   SOLE   0 0 4,912
KRANESHARES TR QUADRTC INT RT 500767736 BBG00NW3SK84 4,965,487 241,512 SH   SOLE   0 0 241,512
PALOMAR HLDGS INC COM 69753M105 BBG00NLMRY30 3,024,852 59,603 SH   SOLE   0 0 59,603
SEA LTD SPONSORED ADS 81141R100 BBG00HTBWMG5 436,292 9,927 SH   SOLE   0 0 9,927
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MT8 505,062 10,982 SH   SOLE   0 0 10,982
ABM INDS INC COM 000957100 BBG000B9YYH7 636,119 15,899 SH   SOLE   0 0 15,899
AMERICAN WTR WKS CO INC NEW COM 030420103 BBG000TRJ294 706,079 5,702 SH   SOLE   0 0 5,702
BOISE CASCADE CO DEL COM 09739D100 BBG000RQKCR4 893,357 8,670 SH   SOLE   0 0 8,670
EQUINIX INC COM 29444U700 BBG000MBDGM6 687,768 947 SH   SOLE   0 0 947
EDWARDS LIFESCIENCES CORP COM 28176E108 BBG000BRXP69 458,287 6,615 SH   SOLE   0 0 6,615
FEDERAL SIGNAL CORP COM 313855108 BBG000BJXWX2 946,183 15,841 SH   SOLE   0 0 15,841
HERSHEY CO COM 427866108 BBG000BLHRS2 867,547 4,336 SH   SOLE   0 0 4,336
LILLY ELI & CO COM 532457108 BBG000BNBDC2 2,013,163 3,748 SH   SOLE   0 0 3,748
MCDONALDS CORP COM 580135101 BBG000BNSZP1 778,202 2,954 SH   SOLE   0 0 2,954
MCCORMICK & CO INC COM NON VTG 579780206 BBG000G6Y5W4 410,498 5,427 SH   SOLE   0 0 5,427
PROGRESSIVE CORP OHIO COM 743315103 BBG000BR37X2 512,067 3,676 SH   SOLE   0 0 3,676
TERADYNE INC COM 880770102 BBG000BV4DR6 502,300 5,000 SH   SOLE   0 0 5,000
TAYLOR MORRISON HOME CORP COM 87724P106 BBG003PGJHP5 689,345 16,178 SH   SOLE   0 0 16,178
TRANE TECHNOLOGIES PLC SHS G8994E103 BBG000BM6788 841,062 4,145 SH   SOLE   0 0 4,145
WISDOMTREE TR EMER MKT HIGH FD 97717W315 BBG000RPWS52 444,625 11,863 SH   SOLE   0 0 11,863
ISHARES INC EM MKTS DIV ETF 464286319 BBG002PHMJ22 390,267 16,384 SH   SOLE   0 0 16,384
SPDR SER TR PRTFLO S&P500 HI 78468R788 BBG00B6WD888 821,865 23,435 SH   SOLE   0 0 23,435
VANGUARD INDEX FDS VALUE ETF 922908744 BBG000HWV1X7 943,855 6,843 SH   SOLE   0 0 6,843
VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 BBG000QBYWJ8 1,167,619 11,301 SH   SOLE   0 0 11,301
BERKSHIRE HATHAWAY INC CL B 084670702 BBG000DWG505 4,269,807 12,189 SH   SOLE   0 0 12,189
ISHARES TR CORE S&P US VLU 464287663 BBG000C183Y1 320,194 4,291 SH   SOLE   0 0 4,291
JOHNSON & JOHNSON COM 478160104 BBG000BMHYD1 1,296,775 8,326 SH   SOLE   0 0 8,326
NIO INC SPON ADS 62914V106 BBG00LPXZB46 244,080 27,000 SH   SOLE   0 0 27,000
PINTEREST INC CL A 72352L106 BBG002583CV8 249,811 9,242 SH   SOLE   0 0 9,242
BOEING CO COM 097023105 BBG000BCSST7 363,809 1,898 SH   SOLE   0 0 1,898
BOOKING HLDGS INC COM 09857L108 BBG000BLBVN4 397,830 129 SH   SOLE   0 0 129
DUKE ENERGY CORP NEW COM NEW 26441C204 BBG000BHGDH5 1,455,937 16,496 SH   SOLE   0 0 16,496
ISHARES TR IBOXX INV CP ETF 464287242 BBG000BBV9N3 1,139,359 11,168 SH   SOLE   0 0 11,168
ARISTA NETWORKS INC COM 040413106 BBG000N2HDY5 10,861,986 59,055 SH   SOLE   0 0 59,055
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB30 7,849,822 59,536 SH   SOLE   0 0 59,536
ISHARES TR SH TR CRPORT ETF 464288646 BBG000QN2BW8 667,622 13,398 SH   SOLE   0 0 13,398
EXXON MOBIL CORP COM 30231G102 BBG000GZQ728 541,809 4,608 SH   SOLE   0 0 4,608
ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG000K6MRN4 306,103 520 SH   SOLE   0 0 520
INVESCO QQQ TR UNIT SER 1 46090E103 BBG000BSWKH7 405,562 1,132 SH   SOLE   0 0 1,132
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG0015VYNT4 273,712 697 SH   SOLE   0 0 697
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG000BDTBL9 845,983 1,979 SH   SOLE   0 0 1,979
INVESCO EXCH TRD SLF IDX FD BULSHS 2023 HY 46138J858 BBG00KJR0YK8 514,995 21,910 SH   SOLE   0 0 21,910
ISHARES TR 1 3 YR TREAS BD 464287457 BBG000NTFYM5 1,171,717 14,471 SH   SOLE   0 0 14,471
ISHARES TR 3 7 YR TREAS BD 464288661 BBG000QN0RR1 386,555 3,416 SH   SOLE   0 0 3,416
ISHARES TR BARCLAYS 7 10 YR 464287440 BBG000BHR296 454,653 4,964 SH   SOLE   0 0 4,964
ISHARES TR IBONDS DEC23 ETF 46434VAX8 BBG0088JLVL7 797,978 31,466 SH   SOLE   0 0 31,466
ISHARES TR TIPS BD ETF 464287176 BBG000C01W49 302,033 2,912 SH   SOLE   0 0 2,912
SPDR SERIES TRUST BARC SHT TR CP 78464A474 BBG000Q1MZ15 543,124 18,524 SH   SOLE   0 0 18,524
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 BBG000PWZXV6 300,038 5,209 SH   SOLE   0 0 5,209
ABBOTT LABS COM 002824100 BBG000B9ZXB4 268,856 2,776 SH   SOLE   0 0 2,776
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG000D9D830 324,922 1,058 SH   SOLE   0 0 1,058
ADVANSIX INC COM 00773T101 BBG00CWTTQ41 274,592 8,835 SH   SOLE   0 0 8,835
AMER STATES WTR CO COM 029899101 BBG000F964B6 244,144 3,103 SH   SOLE   0 0 3,103
APPLIED MATLS INC COM 038222105 BBG000BBPFB9 643,100 4,645 SH   SOLE   0 0 4,645
BERKSHIRE HATHAWAY INC DEL CL A 084670108 BBG000DWCFL4 5,314,770 10 SH   SOLE   0 0 10
BROADCOM INC COM 11135F101 BBG00KHY5S69 274,922 331 SH   SOLE   0 0 331
AMERISOURCEBERGEN CORP COM 03073E105 BBG000MDCQC2 313,688 1,743 SH   SOLE   0 0 1,743
CHARTER COMMUNICATIONS INC N CL A 16119P108 BBG000VPGNR2 397,597 904 SH   SOLE   0 0 904
CISCO SYS INC COM 17275R102 BBG000C3J3C9 509,430 9,476 SH   SOLE   0 0 9,476
COCA COLA CO COM 191216100 BBG000BMX289 7,870,564 140,596 SH   SOLE   0 0 140,596
CRANE COMPANY COMMON STOCK 224408104 BBG016G0L0Q5 417,815 4,703 SH   SOLE   0 0 4,703
CURTISS WRIGHT CORP COM 231561101 BBG000BGSPS5 465,013 2,377 SH   SOLE   0 0 2,377
DOLE PLC ORD SHS G27907107 BBG011PCV4J9 1,320,120 114,000 SH   SOLE   0 0 114,000
FAZE HOLDINGS INC COMMON STOCK 31423J102 BBG00YVV3B04 191,976 1,157,876 SH   SOLE   0 0 1,157,876
FREEPORT-MCMORAN INC CL B 35671D857 BBG000BJDB15 303,317 8,134 SH   SOLE   0 0 8,134
GARMIN LTD SHS H2906T109 BBG000C4LN67 2,236,657 21,261 SH   SOLE   0 0 21,261
HOME DEPOT INC COM 437076102 BBG000BKZB36 344,462 1,140 SH   SOLE   0 0 1,140
ISHARES TR MSCI EAFE ETF 464287465 BBG000D2KQ55 424,961 6,166 SH   SOLE   0 0 6,166
ISHARES TR CORE S&P500 ETF 464287200 BBG000BVZ4F5 750,214 1,747 SH   SOLE   0 0 1,747
ISHARES TR S&P 100 ETF 464287101 BBG000DDXQR3 400,477 1,996 SH   SOLE   0 0 1,996
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 BBG01HLMBCG3 1,066,265 17,115 SH   SOLE   0 0 17,115
MERCK & CO INC COM 58933Y105 BBG000BPD168 250,271 2,431 SH   SOLE   0 0 2,431
OTIS WORLDWIDE CORP COM 68902V107 BBG00RP60KV0 210,733 2,624 SH   SOLE   0 0 2,624
REPUBLIC SVCS INC COM 760759100 BBG000BPXVJ6 214,763 1,507 SH   SOLE   0 0 1,507
SABRA HEALTH CARE REIT INC COM 78573L106 BBG000MTDW24 167,280 12,000 SH   SOLE   0 0 12,000
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG000BJ7007 485,233 2,960 SH   SOLE   0 0 2,960
SPDR INDEX SHS FDS EURO STOXX 50 78463X202 BBG000PG8230 203,328 4,840 SH   SOLE   0 0 4,840
STAAR SURGICAL CO COM PAR $0.01 852312305 BBG000C4QB95 232,200 5,779 SH   SOLE   0 0 5,779
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG000BD8ZK0 644,103 7,412 SH   SOLE   0 0 7,412
TESLA MTRS INC COM 88160R101 BBG000N9MNX3 702,368 2,807 SH   SOLE   0 0 2,807
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG000QVFB47 478,384 10,942 SH   SOLE   0 0 10,942
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG000HT88C8 265,883 6,781 SH   SOLE   0 0 6,781
WAYFAIR INC NOTE 0.625%10/0 ADDED 94419LAM3 BBG00WM39FZ7 233,591 270,000 PRN   SOLE   0 0 270,000
FASTLY INC NOTE 3/1 ADDED 31188VAB6 BBG00ZHQYVF4 680,759 795,000 PRN   SOLE   0 0 795,000
RINGCENTRAL INC NOTE 3/1 ADDED 76680RAH0 BBG00X8R33H1 351,021 416,000 PRN   SOLE   0 0 416,000
ISHARES TR 20 YR TR BD ETF 464287432 BBG000BJKYW3 395,912 4,464 SH   SOLE   0 0 4,464
ROBLOX CORP CL A 771049103 BBG001R1GCT0 290,469 10,030 SH   SOLE   0 0 10,030
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2MY7 9,493,230 67,000 SH   SOLE   0 0 67,000
BLACKLINE INC NOTE 3/1 ADDED 09239BAD1 BBG00ZL7RVW0 3,240,413 3,757,000 PRN   SOLE   0 0 3,757,000
PINDUODUO INC NOTE 12/0 722304AC6 BBG00Y78WSB1 1,658,076 1,680,000 PRN   SOLE   0 0 1,680,000
SPLUNK INC NOTE 1.125% 6/1 848637AF1 BBG00V76DB83 180,421 191,000 PRN   SOLE   0 0 191,000
ISHARES TR U.S. PFD STK ETF 464288687 BBG000G7K7Q0 1,016,387 33,711 SH   SOLE   0 0 33,711
WIX COM LTD NOTE 8/1 ADDED 92940WAD1 BBG00WLM45F5 1,454,292 1,624,000 PRN   SOLE   0 0 1,624,000
ALTERYX INC NOTE 0.500% 8/0 02156BAD5 BBG00PXGRTS9 143,772 150,000 PRN   SOLE   0 0 150,000
NIO INC NOTE 0.500% 2/0 ADDED 62914VAF3 BBG00YVHRDV1 257,283 293,000 PRN   SOLE   0 0 293,000
BECTON DICKINSON & CO COM 075887109 BBG000BCZYD3 258,530 1,000 SH   SOLE   0 0 1,000
ISHARES TR CORE S&P MCP ETF 464287507 BBG000BWC7P0 245,360 984 SH   SOLE   0 0 984
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG000PWXXY5 253,331 3,371 SH   SOLE   0 0 3,371
CALAMOS CONV OPP AND INC FD SH BEN INT 128117108 BBG000D8GTW1 195,949 18,591 SH   SOLE   0 0 18,591