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
AVANTOR INC COM 05352A100 538 13,151 SH   SOLE   13,151 0 0
ECOLAB INC COM 278865100 8,140 39,020 SH   SOLE   39,020 0 0
LOCKHEED MARTIN CORP COM 539830109 3,560 10,318 SH   SOLE   10,318 0 0
TJX COS INC NEW COM 872540109 43,713 662,875 SH   SOLE   662,875 0 0
COCA COLA CO COM 191216100 34,840 664,193 SH   SOLE   664,193 0 0
MONDELEZ INTL INC CL A 609207105 18,405 316,539 SH   SOLE   316,539 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 64,348 64,748 SH   SOLE   64,748 0 0
UNITEDHEALTH GROUP INC COM 91324P102 62,689 160,434 SH   SOLE   160,434 0 0
PFIZER INC COM 717081103 1,234 28,700 SH   SOLE   28,700 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 85,331 149,401 SH   SOLE   149,401 0 0
JPMORGAN CHASE & CO COM 46625H100 114,353 698,443 SH   SOLE   698,443 0 0
TRANSUNION COM 89400J107 1,517 13,500 SH   SOLE   13,500 0 0
VANGUARD WORLD FDS FINANCIALS ETF 92204A405 1,334 14,401 SH   SOLE   0 0 0
S&P GLOBAL INC COM 78409V104 65,528 154,283 SH   SOLE   154,283 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 844 15,376 SH   SOLE   15,376 0 0
AUTODESK INC COM 052769106 13,414 47,051 SH   SOLE   47,051 0 0
CHAMPIONX CORPORATION COM 15872M104 371 16,599 SH   SOLE   16,599 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 53,258 437,869 SH   SOLE   437,869 0 0
INTUIT COM 461202103 77,058 142,850 SH   SOLE   142,850 0 0
MICROSOFT CORP COM 594918104 114,087 404,987 SH   SOLE   404,987 0 0
VISA INC COM CL A 92826C839 78,320 351,692 SH   SOLE   351,692 0 0
AMPHENOL CORP NEW CL A 032095101 47,113 643,404 SH   SOLE   643,404 0 0
APPLE INC COM 037833100 2,191 15,501 SH   SOLE   15,501 0 0
ALPHABET INC CAP STK CL C 02079K107 95,985 36,040 SH   SOLE   0 0 0
COMCAST CORP NEW CL A 20030N101 59,164 1,057,922 SH   SOLE   65,802 0 0
NEXTERA ENERGY INC COM 65339F101 1,161 14,792 SH   SOLE   14,792 0 0
INFOSYS LTD SPONSORED ADR 456788108 385 17,300 SH   SOLE   0 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 73,806 660,962 SH   SOLE   0 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 676 13,514 SH   SOLE   0 0 0
ISHARES TR GLOBAL TECH ETF 464287291 772 13,650 SH   SOLE   13,650 0 0
SPDR GOLD TR GOLD SHS 78463V107 14,138 86,108 SH   SOLE   86,108 0 0
CADIZ INC COM NEW 127537207 122 17,400 SH   SOLE   17,400 0 0
CHEVRON CORP NEW COM 166764100 487 4,800 SH   SOLE   4,800 0 0
BALL CORP COM 058498106 400 4,440 SH   SOLE   4,440 0 0
VALMONT INDS INC COM 920253101 282 1,200 SH   SOLE   1,200 0 0
HONEYWELL INTL INC COM 438516106 403 1,900 SH   SOLE   1,900 0 0
ILLINOIS TOOL WKS INC COM 452308109 337 1,632 SH   SOLE   1,632 0 0
NORFOLK SOUTHN CORP COM 655844108 1,005 4,200 SH   SOLE   4,200 0 0
REGAL BELOIT CORP COM 758750103 313 2,080 SH   SOLE   2,080 0 0
NIKE INC CL B 654106103 494 3,400 SH   SOLE   3,400 0 0
MCDONALDS CORP COM 580135101 375 1,555 SH   SOLE   1,555 0 0
AMAZON COM INC COM 023135106 27,907 8,494 SH   SOLE   8,494 0 0
HOME DEPOT INC COM 437076102 558 1,700 SH   SOLE   1,700 0 0
POOL CORP COM 73278L105 1,920 4,420 SH   SOLE   4,420 0 0
SYSCO CORP COM 871829107 549 7,000 SH   SOLE   7,000 0 0
WALMART INC COM 931142103 418 3,000 SH   SOLE   3,000 0 0
PEPSICO INC COM 713448108 302 2,010 SH   SOLE   2,010 0 0
LAUDER ESTEE COS INC CL A 518439104 2,950 9,839 SH   SOLE   9,839 0 0
PROCTER AND GAMBLE CO COM 742718109 262 1,873 SH   SOLE   1,873 0 0
ABBOTT LABS COM 002824100 242 2,050 SH   SOLE   2,050 0 0
DANAHER CORPORATION COM 235851102 1,051 3,454 SH   SOLE   3,454 0 0
INSULET CORP COM 45784P101 312 1,100 SH   SOLE   1,100 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 406 957 SH   SOLE   957 0 0
LILLY ELI & CO COM 532457108 422 1,828 SH   SOLE   1,828 0 0
JOHNSON & JOHNSON COM 478160104 607 3,761 SH   SOLE   3,761 0 0
BK OF AMERICA CORP COM 060505104 236 5,567 SH   SOLE   5,567 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 1,241 6,438 SH   SOLE   6,438 0 0
WELLS FARGO CO NEW COM 949746101 370 7,966 SH   SOLE   7,966 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,768 6,480 SH   SOLE   0 0 0
MARSH & MCLENNAN COS INC COM 571748102 1,391 9,186 SH   SOLE   9,186 0 0
ALPHABET INC CAP STK CL C 02079K107 555 205 SH   SOLE   0 0 0
MASTERCARD INCORPORATED CL A 57636Q104 2,687 7,730 SH   SOLE   7,730 0 0
PTC INC COM 69370C100 319 2,666 SH   SOLE   2,666 0 0
SALESFORCE COM INC COM 79466L302 556 2,050 SH   SOLE   2,050 0 0
TENABLE HLDGS INC COM 88025T102 229 4,969 SH   SOLE   4,969 0 0
CISCO SYS INC COM 17275R102 410 7,527 SH   SOLE   7,527 0 0
COGNEX CORP COM 192422103 247 3,075 SH   SOLE   3,075 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 261 4,839 SH   SOLE   4,839 0 0
ACTIVISION BLIZZARD INC COM 00507V109 308 3,974 SH   SOLE   3,974 0 0
ALPHABET INC CAP STK CL A 02079K305 9,051 3,387 SH   SOLE   3,387 0 0
FACEBOOK INC CL A 30303M102 544 1,603 SH   SOLE   1,603 0 0
DISNEY WALT CO COM 254687106 1,082 6,397 SH   SOLE   6,397 0 0
XCEL ENERGY INC COM 98389B100 337 5,400 SH   SOLE   5,400 0 0
AMERICAN TOWER CORP NEW COM 03027X100 728 2,742 SH   SOLE   2,742 0 0
EQUINIX INC COM 29444U700 641 812 SH   SOLE   812 0 0
TRI CONTL CORP COM 895436103 213 6,377 SH   SOLE   6,377 0 0
TRIP COM GROUP LTD ADS 89677Q107 246 8,000 SH   SOLE   0 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 366 5,000 SH   SOLE   0 0 0
VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 560 2,265 SH   SOLE   0 0 0
AMERESCO INC CL A 02361E108 791 11,025 SH   SOLE   11,025 0 0
LINDE PLC SHS G5494J103 70,416 240,032 SH   SOLE   240,032 0 0
ALLEGION PLC ORD SHS G0176J109 30,288 229,105 SH   SOLE   229,105 0 0
AON PLC SHS CL A G0403H108 31,655 110,791 SH   SOLE   110,791 0 0
FERRARI N V COM N3167Y103 232 1,108 SH   SOLE   1,108 0 0
MEDTRONIC PLC SHS G5960L103 551 4,399 SH   SOLE   4,399 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 516 2,220 SH   SOLE   2,220 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1,117 3,493 SH   SOLE   3,493 0 0