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
ABBOTT LABS COM Stock 002824100   6,304,484 62,260 SH   SOLE   62,260 0 0
ABBVIE INC COM Stock 00287Y109   385,264 2,417 SH   SOLE   2,417 0 0
ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101   220,360 771 SH   SOLE   771 0 0
ACTIVISION BLIZZARD INC COM Stock 00507V109   1,052,928 12,302 SH   SOLE   12,302 0 0
ADOBE SYSTEMS INCORPORATED COM Stock 00724F101   8,066,565 20,932 SH   SOLE   20,932 0 0
ADVANCED MICRO DEVICES INC COM Stock 007903107   5,846,493 59,652 SH   SOLE   59,652 0 0
AGILENT TECHNOLOGIES INC COM Stock 00846U101   1,046,957 7,568 SH   SOLE   7,568 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS ADR 01609W102   219,687 2,150 SH   SOLE   2,150 0 0
ALPHABET INC CAP STK CL A Stock 02079K305   14,466,497 139,463 SH   SOLE   139,463 0 0
ALPHABET INC CAP STK CL C Stock 02079K107   10,105,746 97,171 SH   SOLE   97,171 0 0
AMAZON COM INC COM Stock 023135106   15,103,684 146,226 SH   SOLE   146,226 0 0
AMERICAN EXPRESS CO COM Stock 025816109   941,040 5,705 SH   SOLE   5,705 0 0
AMERIPRISE FINL INC COM Stock 03076C106   442,893 1,445 SH   SOLE   1,445 0 0
AMGEN INC COM Stock 031162100   708,569 2,931 SH   SOLE   2,931 0 0
AMPHENOL CORP NEW CL A Stock 032095101   6,492,899 79,453 SH   SOLE   79,453 0 0
APPLE INC COM Stock 037833100   27,822,619 168,724 SH   SOLE   168,724 0 0
ASML HOLDING N V N Y REGISTRY SHS ADR N07059210   10,544,198 15,490 SH   SOLE   15,490 0 0
ASTRAZENECA PLC SPONSORED ADR ADR 046353108   291,938 4,206 SH   SOLE   4,206 0 0
ATLASSIAN CORPORATION CL A Stock 049468101   3,268,662 19,096 SH   SOLE   19,096 0 0
AXON ENTERPRISE INC COM Stock 05464C101   224,850 1,000 SH   SOLE   1,000 0 0
BALL CORP COM Stock 058498106   2,466,007 44,747 SH   SOLE   44,747 0 0
BANK AMERICA CORP COM Stock 060505104   3,384,124 118,326 SH   SOLE   118,326 0 0
BANK NEW YORK MELLON CORP COM Stock 064058100   232,426 5,115 SH   SOLE   5,115 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702   2,152,744 6,972 SH   SOLE   6,972 0 0
BHP GROUP LTD SPONSORED ADS ADR 088606108   3,214,950 50,701 SH   SOLE   50,701 0 0
BLACKROCK INC COM Stock 09247X101   3,924,899 5,866 SH   SOLE   5,866 0 0
BLOCK INC CL A Stock 852234103   256,133 3,731 SH   SOLE   3,731 0 0
BNY MELLON US SMALL CAP CORE EQUITY ETF ETF 09661T305   277,002 3,407 SH   SOLE   3,407 0 0
BOEING CO COM Stock 097023105   1,905,002 8,968 SH   SOLE   8,968 0 0
BOOKING HOLDINGS INC COM Stock 09857L108   241,369 91 SH   SOLE   91 0 0
BRISTOL-MYERS SQUIBB CO COM Stock 110122108   813,284 11,734 SH   SOLE   11,734 0 0
BROADCOM INC COM Stock 11135F101   1,143,866 1,783 SH   SOLE   1,783 0 0
CADENCE DESIGN SYSTEM INC COM Stock 127387108   8,409,272 40,027 SH   SOLE   40,027 0 0
CAPITAL ONE FINL CORP COM Stock 14040H105   363,292 3,778 SH   SOLE   3,778 0 0
CATERPILLAR INC COM Stock 149123101   7,132,485 31,168 SH   SOLE   31,168 0 0
CHARTER COMMUNICATIONS INC NEW CL A Stock 16119P108   332,220 929 SH   SOLE   929 0 0
CHEVRON CORP NEW COM Stock 166764100   7,418,722 45,469 SH   SOLE   45,469 0 0
CISCO SYS INC COM Stock 17275R102   1,512,839 28,940 SH   SOLE   28,940 0 0
CLOUDFLARE INC CL A COM Stock 18915M107   1,247,197 20,227 SH   SOLE   20,227 0 0
COCA COLA CO COM Stock 191216100   473,599 7,635 SH   SOLE   7,635 0 0
COMCAST CORP NEW CL A Stock 20030N101   1,019,893 26,903 SH   SOLE   26,903 0 0
CONOCOPHILLIPS COM Stock 20825C104   3,558,365 35,867 SH   SOLE   35,867 0 0
CONSUMER STAPLES SELECT SECTOR SPDR FUND ETF 81369Y308   538,286 7,205 SH   SOLE   7,205 0 0
CORVEL CORP COM Stock 221006109   2,078,809 10,925 SH   SOLE   10,925 0 0
COSTCO WHSL CORP NEW COM Stock 22160K105   12,736,311 25,633 SH   SOLE   25,633 0 0
CROWN CASTLE INC COM REIT 22822V101   4,144,757 30,968 SH   SOLE   30,968 0 0
CSX CORP COM Stock 126408103   818,709 27,345 SH   SOLE   27,345 0 0
D R HORTON INC COM Stock 23331A109   9,937,613 101,726 SH   SOLE   101,726 0 0
DEERE & CO COM Stock 244199105   5,221,471 12,646 SH   SOLE   12,646 0 0
DEXCOM INC COM Stock 252131107   10,903,493 93,850 SH   SOLE   93,850 0 0
DIGITAL RLTY TR INC COM REIT 253868103   4,238,144 43,110 SH   SOLE   43,110 0 0
DISNEY WALT CO COM Stock 254687106   5,707,723 57,003 SH   SOLE   57,003 0 0
DOCUSIGN INC COM Stock 256163106   1,724,572 29,581 SH   SOLE   29,581 0 0
DOORDASH INC CL A Stock 25809K105   3,520,906 55,395 SH   SOLE   55,395 0 0
EASTSIDE DISTILLING INC COM Stock 277802302   7,047 20,134 SH   SOLE   20,134 0 0
ENERGY SELECT SECTOR SPDR FUND ETF 81369Y506   8,288,881 100,071 SH   SOLE   100,071 0 0
ETFMG PRIME MOBILE PAYMENTS ETFMG PRIME MOBILE PAYMENTS FUND ETF 26924G409   208,642 5,007 SH   SOLE   5,007 0 0
EXTREME NETWORKS COM Stock 30226D106   10,457,684 546,950 SH   SOLE   546,950 0 0
EXXON MOBIL CORP COM Stock 30231G102   825,959 7,532 SH   SOLE   7,532 0 0
FEDEX CORP COM Stock 31428X106   609,383 2,667 SH   SOLE   2,667 0 0
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF ETF 316092808   232,050 2,036 SH   SOLE   2,036 0 0
FINANCIAL SELECT SECTOR SPDR FUND ETF 81369Y605   742,393 23,092 SH   SOLE   23,092 0 0
FIRST TRUST DOW JONES INTERNET INDEX FUND ETF 33733E302   304,719 2,061 SH   SOLE   2,061 0 0
FORD MTR CO DEL COM Stock 345370860   277,327 22,010 SH   SOLE   22,010 0 0
FREEPORT-MCMORAN INC CL B Stock 35671D857   3,566,452 87,178 SH   SOLE   87,178 0 0
GENERAC HLDGS INC COM Stock 368736104   1,292,340 11,965 SH   SOLE   11,965 0 0
GILEAD SCIENCES INC COM Stock 375558103   606,926 7,315 SH   SOLE   7,315 0 0
GUIDEWIRE SOFTWARE INC COM Stock 40171V100   4,799,105 58,490 SH   SOLE   58,490 0 0
HEALTH CARE SELECT SECTOR SPDR FUND ETF 81369Y209   3,502,540 27,055 SH   SOLE   27,055 0 0
HEWLETT PACKARD ENTERPRISE CO COM Stock 42824C109   360,830 22,651 SH   SOLE   22,651 0 0
HOME DEPOT INC COM Stock 437076102   11,942,916 40,468 SH   SOLE   40,468 0 0
HONEYWELL INTL INC COM Stock 438516106   9,824,332 51,404 SH   SOLE   51,404 0 0
HP INC COM Stock 40434L105   632,522 21,551 SH   SOLE   21,551 0 0
IDEXX LABS INC COM Stock 45168D104   9,583,533 19,164 SH   SOLE   19,164 0 0
ILLINOIS TOOL WKS INC COM Stock 452308109   250,092 1,027 SH   SOLE   1,027 0 0
ILLUMINA INC COM Stock 452327109   1,946,444 8,370 SH   SOLE   8,370 0 0
INDUSTRIAL SELECT SECTOR SPDR FUND ETF 81369Y704   5,475,052 54,112 SH   SOLE   54,112 0 0
INTEL CORP COM Stock 458140100   224,345 6,867 SH   SOLE   6,867 0 0
INTUIT COM Stock 461202103   13,727,997 30,792 SH   SOLE   30,792 0 0
INTUITIVE SURGICAL INC COM NEW Stock 46120E602   8,731,965 34,180 SH   SOLE   34,180 0 0
INVESCO QQQ TRUST ETF 46090E103   1,341,857 4,181 SH   SOLE   4,181 0 0
INVESCO S&P 500 EQUAL WEIGHT ETF ETF 46137V357   4,048,536 27,994 SH   SOLE   27,994 0 0
IQVIA HLDGS INC COM Stock 46266C105   731,319 3,677 SH   SOLE   3,677 0 0
ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457   1,135,862 13,825 SH   SOLE   13,825 0 0
ISHARES 7-10 YEAR TREASURY BOND ETF ETF 464287440   852,531 8,601 SH   SOLE   8,601 0 0
ISHARES BIOTECHNOLOGY ETF ETF 464287556   3,363,585 26,042 SH   SOLE   26,042 0 0
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF ETF 464288620   892,123 17,610 SH   SOLE   17,610 0 0
ISHARES CORE MSCI EAFE ETF ETF 46432F842   404,910 6,057 SH   SOLE   6,057 0 0
ISHARES CORE S&P 500 ETF ETF 464287200   2,380,564 5,791 SH   SOLE   5,791 0 0
ISHARES CORE S&P MID-CAP ETF ETF 464287507   4,186,428 16,735 SH   SOLE   16,735 0 0
ISHARES CORE S&P SMALL CAP ETF ETF 464287804   942,728 9,749 SH   SOLE   9,749 0 0
ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226   300,913 3,020 SH   SOLE   3,020 0 0
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF ETF 464287515   211,767 695 SH   SOLE   695 0 0
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF ETF 46434VAX8   5,580,769 221,547 SH   SOLE   221,547 0 0
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF ETF 46434VBG4   7,048,502 286,641 SH   SOLE   286,641 0 0
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF ETF 46434VBD1   5,570,395 227,085 SH   SOLE   227,085 0 0
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF ETF 46435GAA0   3,866,614 162,942 SH   SOLE   162,942 0 0
ISHARES IBONDS DEC 2027 TERM CORPORATE ETF ETF 46435UAA9   2,973,736 124,842 SH   SOLE   124,842 0 0
ISHARES IBONDS DEC 2028 TERM CORPORATE ETF ETF 46435U515   2,535,899 101,680 SH   SOLE   101,680 0 0
ISHARES IBONDS DEC 2029 TERM CORPORATE ETF ETF 46436E205   2,535,562 110,820 SH   SOLE   110,820 0 0
ISHARES MSCI EAFE ETF ETF 464287465   3,174,344 44,384 SH   SOLE   44,384 0 0
ISHARES MSCI EMERGING MARKETS ETF ETF 464287234   2,597,691 65,831 SH   SOLE   65,831 0 0
ISHARES NATIONAL MUNI BOND ETF ETF 464288414   375,474 3,485 SH   SOLE   3,485 0 0
ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614   896,691 3,670 SH   SOLE   3,670 0 0
ISHARES RUSSELL 2000 ETF ETF 464287655   2,831,565 15,872 SH   SOLE   15,872 0 0
ISHARES RUSSELL MIDCAP ETF ETF 464287499   1,004,051 14,360 SH   SOLE   14,360 0 0
ISHARES S&P MID-CAP 400 GROWTH ETF ETF 464287606   334,309 4,675 SH   SOLE   4,675 0 0
ISHARES S&P MID-CAP 400 VALUE ETF ETF 464287705   274,910 2,675 SH   SOLE   2,675 0 0
ISHARES SELECT DIVIDEND ETF ETF 464287168   468,486 3,998 SH   SOLE   3,998 0 0
ISHARES TIPS BOND ETF ETF 464287176   3,015,999 27,356 SH   SOLE   27,356 0 0
ISHARES U.S. HOME CONSTRUCTION ETF ETF 464288752   230,200 3,275 SH   SOLE   3,275 0 0
JOHNSON & JOHNSON COM Stock 478160104   704,165 4,543 SH   SOLE   4,543 0 0
JOHNSON CTLS INTL PLC SHS Stock G51502105   317,480 5,272 SH   SOLE   5,272 0 0
JPMORGAN CHASE & CO COM Stock 46625H100   11,184,777 85,832 SH   SOLE   85,832 0 0
KEYSIGHT TECHNOLOGIES INC COM Stock 49338L103   609,748 3,776 SH   SOLE   3,776 0 0
LAM RESEARCH CORP COM Stock 512807108   309,060 583 SH   SOLE   583 0 0
LENNAR CORP CL A Stock 526057104   7,289,379 69,350 SH   SOLE   69,350 0 0
LILLY ELI & CO COM Stock 532457108   891,518 2,596 SH   SOLE   2,596 0 0
LOCKHEED MARTIN CORP COM Stock 539830109   6,872,549 14,538 SH   SOLE   14,538 0 0
LOWES COS INC COM Stock 548661107   437,134 2,186 SH   SOLE   2,186 0 0
MAGNA INTL INC COM Stock 559222401   214,280 4,000 SH   SOLE   4,000 0 0
MASTERCARD INCORPORATED CL A Stock 57636Q104   3,073,761 8,458 SH   SOLE   8,458 0 0
MERCK & CO INC COM Stock 58933Y105   450,774 4,237 SH   SOLE   4,237 0 0
META PLATFORMS INC CL A Stock 30303M102   9,575,873 45,182 SH   SOLE   45,182 0 0
MICRON TECHNOLOGY INC COM Stock 595112103   1,029,038 17,054 SH   SOLE   17,054 0 0
MICROSOFT CORP COM Stock 594918104   22,748,700 78,906 SH   SOLE   78,906 0 0
MOMENTIVE GLOBAL INC COM Stock 60878Y108   147,806 15,859 SH   SOLE   15,859 0 0
MONDELEZ INTL INC CL A Stock 609207105   292,665 4,198 SH   SOLE   4,198 0 0
MORGAN STANLEY COM NEW Stock 617446448   6,156,784 70,123 SH   SOLE   70,123 0 0
NETFLIX INC COM Stock 64110L106   4,078,046 11,804 SH   SOLE   11,804 0 0
NEWELL BRANDS INC COM Stock 651229106   148,471 11,935 SH   SOLE   11,935 0 0
NEXTERA ENERGY INC COM Stock 65339F101   207,731 2,695 SH   SOLE   2,695 0 0
NIKE INC CL B Stock 654106103   10,693,104 87,191 SH   SOLE   87,191 0 0
NORTHROP GRUMMAN CORP COM Stock 666807102   6,579,510 14,250 SH   SOLE   14,250 0 0
NOVARTIS AG SPONSORED ADR ADR 66987V109   257,600 2,800 SH   SOLE   2,800 0 0
NOVO-NORDISK A S ADR ADR 670100205   203,222 1,277 SH   SOLE   1,277 0 0
NVIDIA CORPORATION COM Stock 67066G104   23,407,125 84,268 SH   SOLE   84,268 0 0
OKTA INC CL A Stock 679295105   278,469 3,229 SH   SOLE   3,229 0 0
ORACLE CORP COM Stock 68389X105   239,861 2,581 SH   SOLE   2,581 0 0
PALO ALTO NETWORKS INC COM Stock 697435105   14,166,959 70,927 SH   SOLE   70,927 0 0
PAYPAL HLDGS INC COM Stock 70450Y103   1,070,906 14,102 SH   SOLE   14,102 0 0
PEPSICO INC COM Stock 713448108   4,471,298 24,527 SH   SOLE   24,527 0 0
PFIZER INC COM Stock 717081103   386,988 9,485 SH   SOLE   9,485 0 0
PIONEER NAT RES CO COM Stock 723787107   354,765 1,737 SH   SOLE   1,737 0 0
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN Stock 726503105   173,333 13,900 SH   SOLE   13,900 0 0
PROCEPT BIOROBOTICS CORP COM Stock 74276L105   2,723,219 95,888 SH   SOLE   95,888 0 0
PROCTER AND GAMBLE CO COM Stock 742718109   422,659 2,843 SH   SOLE   2,843 0 0
QUALCOMM INC COM Stock 747525103   428,414 3,358 SH   SOLE   3,358 0 0
RAYTHEON TECHNOLOGIES CORP COM Stock 75513E101   752,494 7,684 SH   SOLE   7,684 0 0
ROBERT HALF INTL INC COM Stock 770323103   655,276 8,133 SH   SOLE   8,133 0 0
SALESFORCE INC COM Stock 79466L302   12,443,098 62,284 SH   SOLE   62,284 0 0
SCHLUMBERGER LTD COM STK Stock 806857108   7,594,346 154,671 SH   SOLE   154,671 0 0
SCHWAB CHARLES CORP COM Stock 808513105   494,258 9,436 SH   SOLE   9,436 0 0
SCHWAB U.S. LARGE-CAP ETF ETF 808524201   674,119 13,937 SH   SOLE   13,937 0 0
SCHWAB US DIVIDEND EQUITY ETF ETF 808524797   495,361 6,771 SH   SOLE   6,771 0 0
SERVICENOW INC COM Stock 81762P102   11,777,399 25,343 SH   SOLE   25,343 0 0
SHOPIFY INC CL A Stock 82509L107   6,067,286 126,560 SH   SOLE   126,560 0 0
SNOWFLAKE INC CL A Stock 833445109   3,775,322 24,469 SH   SOLE   24,469 0 0
SONOS INC COM Stock 83570H108   264,321 13,472 SH   SOLE   13,472 0 0
SPDR GOLD SHARES ETF 78463V107   6,588,774 35,961 SH   SOLE   35,961 0 0
SPDR S&P 500 ETF TRUST ETF 78462F103   4,564,897 11,150 SH   SOLE   11,150 0 0
SPDR S&P BIOTECH ETF ETF 78464A870   1,687,670 22,145 SH   SOLE   22,145 0 0
SPDR S&P HOMEBUILDERS ETF ETF 78464A888   301,532 4,450 SH   SOLE   4,450 0 0
SPDR S&P MIDCAP 400 ETF TRUST ETF 78467Y107   1,147,400 2,503 SH   SOLE   2,503 0 0
STANLEY BLACK & DECKER INC COM Stock 854502101   814,422 10,107 SH   SOLE   10,107 0 0
STARBUCKS CORP COM Stock 855244109   5,784,734 55,553 SH   SOLE   55,553 0 0
STRYKER CORPORATION COM Stock 863667101   8,909,233 31,209 SH   SOLE   31,209 0 0
SYSCO CORP COM Stock 871829107   370,704 4,800 SH   SOLE   4,800 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS ADR 874039100   4,860,295 52,250 SH   SOLE   52,250 0 0
TARGA RES CORP COM Stock 87612G101   286,402 3,926 SH   SOLE   3,926 0 0
TARGET CORP COM Stock 87612E106   6,443,173 38,901 SH   SOLE   38,901 0 0
TE CONNECTIVITY LTD SHS Stock H84989104   406,565 3,100 SH   SOLE   3,100 0 0
TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803   928,894 6,151 SH   SOLE   6,151 0 0
TESLA INC COM Stock 88160R101   1,693,703 8,164 SH   SOLE   8,164 0 0
TEXAS INSTRS INC COM Stock 882508104   336,492 1,809 SH   SOLE   1,809 0 0
THE CIGNA GROUP COM Stock 125523100   2,155,140 8,434 SH   SOLE   8,434 0 0
THE TRADE DESK INC COM CL A Stock 88339J105   4,141,271 67,990 SH   SOLE   67,990 0 0
THERMO FISHER SCIENTIFIC INC COM Stock 883556102   14,500,893 25,159 SH   SOLE   25,159 0 0
TOLL BROTHERS INC COM Stock 889478103   354,177 5,900 SH   SOLE   5,900 0 0
TRIMBLE INC COM Stock 896239100   387,908 7,400 SH   SOLE   7,400 0 0
TWILIO INC CL A Stock 90138F102   719,004 10,791 SH   SOLE   10,791 0 0
UNION PAC CORP COM Stock 907818108   6,876,083 34,165 SH   SOLE   34,165 0 0
UNITED PARCEL SERVICE INC CL B Stock 911312106   886,534 4,570 SH   SOLE   4,570 0 0
UNITEDHEALTH GROUP INC COM Stock 91324P102   2,538,281 5,371 SH   SOLE   5,371 0 0
VANECK MERK GOLD TRUST ETF 921078101   551,895 28,895 SH   SOLE   28,895 0 0
VANECK SEMICONDUCTOR ETF ETF 92189F676   7,158,242 27,198 SH   SOLE   27,198 0 0
VANGUARD GROWTH ETF ETF 922908736   289,600 1,161 SH   SOLE   1,161 0 0
VANGUARD MID-CAP ETF ETF 922908629   463,391 2,197 SH   SOLE   2,197 0 0
VANGUARD SMALL-CAP ETF ETF 922908751   699,856 3,692 SH   SOLE   3,692 0 0
VANGUARD TOTAL STOCK MARKET ETF ETF 922908769   546,580 2,678 SH   SOLE   2,678 0 0
VEEVA SYS INC CL A COM Stock 922475108   9,075,918 49,382 SH   SOLE   49,382 0 0
VERIZON COMMUNICATIONS INC COM Stock 92343V104   1,107,237 28,471 SH   SOLE   28,471 0 0
VISA INC COM CL A Stock 92826C839   9,210,329 40,851 SH   SOLE   40,851 0 0
WALMART INC COM Stock 931142103   225,893 1,532 SH   SOLE   1,532 0 0
WELLS FARGO CO NEW COM Stock 949746101   263,641 7,053 SH   SOLE   7,053 0 0
WESTERN DIGITAL CORP. 1.5 02/01/2024 Convertible 958102AP0   14,461 15,000 SH   SOLE   15,000 0 0
WESTPORT FUEL SYSTEMS INC COM NEW Stock 960908309   61,436 64,500 SH   SOLE   64,500 0 0
WEYERHAEUSER CO MTN BE COM NEW REIT 962166104   227,843 7,562 SH   SOLE   7,562 0 0
WORKDAY INC CL A Stock 98138H101   18,654,280 90,318 SH   SOLE   90,318 0 0
ZOETIS INC CL A Stock 98978V103   8,384,914 50,378 SH   SOLE   50,378 0 0
ZOOM VIDEO COMMUNICATIONS INC CL A Stock 98980L101   1,031,102 13,964 SH   SOLE   13,964 0 0