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
ALPHABET INC CAP STK CL C 02079K107 6,378 2,393 SH   SOLE   2,393 0 0
ALTRIA GROUP INC COM 02209S103 6,038 132,639 SH   SOLE   132,639 0 0
AMAZON COM INC COM 023135106 6,304 1,919 SH   SOLE   1,919 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 4,964 87,357 SH   SOLE   87,357 0 0
ASPEN TECHNOLOGY INC COM 045327103 6,501 52,942 SH   SOLE   52,942 0 0
BIOGEN INC COM 09062X103 5,701 20,144 SH   SOLE   20,144 0 0
BK OF AMERICA CORP COM 060505104 19,478 452,240 SH   SOLE   452,240 0 0
BOEING CO COM 097023105 6,857 31,176 SH   SOLE   31,176 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 2,288 26,300 SH   SOLE   26,300 0 0
CAMPBELL SOUP CO COM 134429109 2,195 52,500 SH   SOLE   52,500 0 0
CERNER CORP COM 156782104 5,186 73,544 SH   SOLE   73,544 0 0
CHENIERE ENERGY INC COM NEW 16411R208 4,689 48,011 SH   SOLE   48,011 0 0
COCA COLA CO COM 191216100 4,883 93,070 SH   SOLE   93,070 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 28,289 375,500 SH   SOLE   375,500 0 0
COMCAST CORP NEW CL A 20030N101 2,483 44,398 SH   SOLE   44,398 0 0
CONOCOPHILLIPS COM 20825C104 42,862 630,314 SH   SOLE   630,314 0 0
CONSTELLATION BRANDS INC CL A 21036P108 6,857 32,545 SH   SOLE   32,545 0 0
CORTEVA INC COM 22052L104 4,408 104,759 SH   SOLE   104,759 0 0
DIAGEO PLC SPON ADR NEW 25243Q205 980 5,130 SH   SOLE   5,130 0 0
EQUIFAX INC COM 294429105 2,195 8,660 SH   SOLE   8,660 0 0
FACEBOOK INC CL A 30303M102 6,239 18,382 SH   SOLE   18,382 0 0
GENERAL DYNAMICS CORP COM 369550108 4,872 24,853 SH   SOLE   24,853 0 0
GILEAD SCIENCES INC COM 375558103 6,907 98,877 SH   SOLE   98,877 0 0
HONDA MOTOR LTD AMERN SHS 438128308 4,257 138,792 SH   SOLE   138,792 0 0
INTEL CORP COM 458140100 8,908 167,034 SH   SOLE   167,034 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 3,215 28,000 SH   SOLE   28,000 0 0
KELLOGG CO COM 487836108 6,983 109,248 SH   SOLE   109,248 0 0
KLA CORP COM NEW 482480100 2,141 6,400 SH   SOLE   6,400 0 0
LAM RESEARCH CORP COM 512807108 2,163 3,800 SH   SOLE   3,800 0 0
LOCKHEED MARTIN CORP COM 539830109 6,591 19,098 SH   SOLE   19,098 0 0
MASCO CORP COM 574599106 6,027 108,497 SH   SOLE   108,497 0 0
MCDONALDS CORP COM 580135101 5,112 21,200 SH   SOLE   21,200 0 0
MERCK & CO INC COM 58933Y105 6,805 90,606 SH   SOLE   90,606 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 2,241 14,600 SH   SOLE   14,600 0 0
MICROSOFT CORP COM 594918104 21,988 77,589 SH   SOLE   77,589 0 0
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 17,137 2,818,530 SH   SOLE   2,818,530 0 0
NIKE INC CL B 654106103 4,673 32,000 SH   SOLE   32,000 0 0
NORTHROP GRUMMAN CORP COM 666807102 953 2,626 SH   SOLE   2,626 0 0
PFIZER INC COM 717081103 6,054 140,763 SH   SOLE   140,763 0 0
PHILIP MORRIS INTL INC COM 718172109 6,804 71,396 SH   SOLE   71,396 0 0
POLARIS INC COM 731068102 6,722 56,173 SH   SOLE   56,173 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 922 10,600 SH   SOLE   10,600 0 0
SALESFORCE COM INC COM 79466L302 15,095 55,736 SH   SOLE   55,736 0 0
SAP SE SPON ADR 803054204 3,760 27,580 SH   SOLE   27,580 0 0
SERVICENOW INC COM 81762P102 6,681 10,736 SH   SOLE   10,736 0 0
SHERWIN WILLIAMS CO COM 824348106 4,869 17,250 SH   SOLE   17,250 0 0
SK TELECOM LTD SPONSORED ADR 78440P108 15,063 504,444 SH   SOLE   504,444 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 4,653 41,674 SH   SOLE   41,674 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 3,714 6,500 SH   SOLE   6,500 0 0
TYLER TECHNOLOGIES INC COM 902252105 6,603 14,396 SH   SOLE   14,396 0 0
UNILEVER PLC SPON ADR NEW 904767704 42,822 780,856 SH   SOLE   780,856 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 65,607 1,206,460 SH   SOLE   1,206,460 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 84,587 5,396,040 SH   SOLE   5,396,040 0 0
WELLS FARGO CO NEW COM 949746101 6,854 147,677 SH   SOLE   147,677 0 0
WESTERN UN CO COM 959802109 3,409 168,600 SH   SOLE   168,600 0 0
WORKDAY INC CL A 98138H101 13,372 53,592 SH   SOLE   53,592 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 6,742 46,067 SH   SOLE   46,067 0 0