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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
3M CorpCOM88579Y1012,00710,106SH SOLE010,10600
Abbott LaboratoriesCOM0028241002,01617,389SH SOLE017,38900
Abbvie IncCOM00287Y1095214,628SH SOLE04,62800
Aberdeen Standard Physicals PalladiumETFETF0032621022951,135SH SOLE01,13500
Accenture Plc - Cl ACOMG1151C10110,42035,346SH SOLE035,34600
Activision Blizzard IncCOM00507V1093,34635,059SH SOLE035,05900
Adobe IncCOM00724F10112,88021,993SH SOLE021,99300
Advanced Micro Devices IncCOM0079031075375,712SH SOLE05,71200
Agilent Technologies IncCOM00846U1016394,322SH SOLE04,32200
Air Products and Chemicals IncCOM0091581064711,638SH SOLE01,63800
Align Technology IncCOM0162551017411,212SH SOLE01,21200
Allegion PlcCOMG0176J1092601,870SH SOLE01,87000
Alphabet Inc Class ACOM02079K30513,2835,440SH SOLE05,44000
Altria Group IncCOM02209S10362213,044SH SOLE013,04400
Amazon Com IncCOM0231351062,580750SH SOLE075000
Ansys IncCOM03662Q1052,5607,376SH SOLE07,37600
Anthem IncCOM0367521039162,398SH SOLE02,39800
Apple IncCOM0378331006,04244,114SH SOLE044,11400
Applied Materials IncCOM0382221055543,893SH SOLE03,89300
AT & T IncCOM00206R10234211,879SH SOLE011,87900
Autodesk IncCOM0527691063,25911,165SH SOLE011,16500
Automatic Data Processing IncCOM0530151034,32121,754SH SOLE021,75400
Baidu Inc. Sponsored ADR A41COM0567521082251,105SH SOLE01,10500
Bank of America CorporationCOM06050510468716,667SH SOLE016,66700
Baxter International IncCOM0718131096317,835SH SOLE07,83500
Becton Dickinson & CoCOM0758871091,1524,738SH SOLE04,73800
Berkshire Hathaway Inc - Cl BCOM0846707025,34419,228SH SOLE019,22800
Blackrock IncCOM09247X101278318SH SOLE031800
Boeing CoCOM0970231051,4566,079SH SOLE06,07900
Borg Warner IncCOM0997241062795,740SH SOLE05,74000
Boston Scientific CorpCOM10113710799023,164SH SOLE023,16400
Broadcom IncCOM11135F1016791,423SH SOLE01,42300
Cadence Design System IncCOM1273871081,82513,340SH SOLE013,34000
Caterpillar Inc DelCOM1491231011,2365,681SH SOLE05,68100
Centene Corp DelCOM15135B1015607,682SH SOLE07,68200
Chevron CorpCOM1667641005485,236SH SOLE05,23600
Cigna CorporationCOM1255231001,1554,871SH SOLE04,87100
Cintas CorpCOM172908105308805SH SOLE080500
Cisco Systems IncCOM17275R1021,05619,919SH SOLE019,91900
Citigroup IncCOM1729674243244,581SH SOLE04,58100
Coca Cola CoCOM1912161001,00018,488SH SOLE018,48800
Cognizant Technology SolutioCOM1924461021,86826,975SH SOLE026,97500
Colgate Palmolive CoCOM1941621035156,335SH SOLE06,33500
Comcast Corp NewCOM20030N1012354,121SH SOLE04,12100
ConocoPhillipsCOM20825C1042243,676SH SOLE03,67600
CROWDSTRIKE HOLDINGS INC-ACOM22788C1052,4959,926SH SOLE09,92600
Crown Castle Intl Corp Sedol BTGQCX1COM22822V1012621,341SH SOLE01,34100
CVS Health CorporationCOM1266501001,07412,870SH SOLE012,87000
Danaher Corp DelCOM2358511021,6726,229SH SOLE06,22900
Deere & CompanyCOM2441991051,7354,920SH SOLE04,92000
Dexcom IncCOM2521311075491,286SH SOLE01,28600
Direxion Daily S&P 500 Bull 3X SharesETF25459W8626345,950SH SOLE05,95000
Disney Walt CoCOM2546871065423,081SH SOLE03,08100
DocuSign Inc.COM2561631062,5209,013SH SOLE09,01300
Dow IncCOM2605571033465,461SH SOLE05,46100
DUPONT DE NEMOURS INCCOM26614N1023063,959SH SOLE03,95900
Ebay IncCOM2786421032,42934,596SH SOLE034,59600
Ecolab IncCOM2788651004132,006SH SOLE02,00600
Edwards Lifesciences CorpCOM28176E1081,0029,674SH SOLE09,67400
Electronic Arts IncCOM2855121091,97913,759SH SOLE013,75900
Energy Select Sector SPDR FundETF81369Y50698318,245SH SOLE018,24500
ETF SER SOLUTIONS US GLB JETSETF26922A84258924,355SH SOLE024,35500
ETFMG Alternative Harvest ETFETF26924G50828814,000SH SOLE014,00000
ExxonMobil CorpCOM30231G10272611,509SH SOLE011,50900
Facebook Inc - A ShsCOM30303M10213,19637,951SH SOLE037,95100
Fedex CorpCOM31428X1064871,631SH SOLE01,63100
Fidelity Blue Chip Growth ETFETF31609235258618,000SH SOLE018,00000
Fidelity National Information ServicesCOM31620M1064,33330,584SH SOLE030,58400
Financial Select Sector SPDR FundETF81369Y60556915,520SH SOLE015,52000
First Trust ISe Water Index FundETF33733B1003344,000SH SOLE04,00000
Freeport-McMoran IncCOM35671D85742711,493SH SOLE011,49300
Garmin LtdCOMH2906T1092051,420SH SOLE01,42000
General Electric CoCOM3696041031,793133,211SH SOLE0113,21100
Gilead Sciences IncCOM3755581033084,475SH SOLE04,47500
Goldman Sachs Group IncCOM38141G104285752SH SOLE075200
HCA Healthcare IncCOM40412C1018183,956SH SOLE03,95600
Home Depot IncCOM4370761025831,828SH SOLE01,82800
Honeywell International IncCOM4385161061,5907,250SH SOLE07,25000
Humana IncCOM4448591028011,809SH SOLE01,80900
Idexx Labs IncCOM45168D1048271,309SH SOLE01,30900
Illumina IncCOM4523271099121,927SH SOLE01,92700
Industrial Select Sector SPDR FundETF81369Y7045635,500SH SOLE05,50000
Intel CorpCOM4581401001,02418,237SH SOLE018,23700
International Business MachinesCOM4592001016,75546,084SH SOLE046,08400
IntuitCOM4612021036,36712,990SH SOLE012,99000
Intuitive Surgical IncCOM46120E6021,6881,835SH SOLE01,83500
Invesco QQQ TrustETF46090E1032,1276,000SH SOLE06,00000
iShares Core MSCI Emerging MarketsETF46434G10390313,475SH SOLE09,00000
Johnson & JohnsonCOM4781601041,1376,904SH SOLE06,90400
JP Morgan Chase & CoCOM46625H1001,0426,699SH SOLE06,69900
Juniper Networks IncCOM48203R10440814,905SH SOLE014,90500
Laboratory Corp Amer HldgsCOM50540R4094391,591SH SOLE01,59100
Lauder Estee Cos IncCOM5184391045181,628SH SOLE01,62800
Lilly Eli & CoCOM5324571087873,427SH SOLE03,42700
Linde Public Limited CoCOMG5494J1031,1914,120SH SOLE04,12000
Mastercard Inc - Class ACOM57636Q10411,83632,419SH SOLE032,41900
Match Group Inc.COM57667L1071,89711,763SH SOLE011,76300
Materials Select Sector SPDR TrustETF81369Y1002883,500SH SOLE03,50000
Medical Properties Trust IncCOM58463J30430215,000SH SOLE015,00000
Medtronic PlcCOMG5960L1031,56112,572SH SOLE012,57200
Mercadolibre IncCOM58733R1023,0491,957SH SOLE01,95700
Merck & Co IncCOM58933Y1054906,303SH SOLE06,30300
Micron Technology IncCOM5951121034485,272SH SOLE05,27200
Microsoft CorpCOM59491810413,78250,876SH SOLE050,87600
Moderna Inc.COM60770K1079003,830SH SOLE03,83000
Mondelez International IncCOM60920710565810,543SH SOLE010,54300
Netflix Com IncCOM64110L10611,49821,768SH SOLE021,35800
Newmont Mining CorpCOM6516391063765,928SH SOLE05,92800
Nvidia CorpCOM67066G1042,4953,118SH SOLE03,11800
Okta IncCOM6792951051,4225,813SH SOLE05,81300
Old Dominion Fght Lines IncCOM6795801003461,365SH SOLE01,36500
Oracle CorpCOM68389X1057,06090,699SH SOLE090,69900
Palantir Technologies IncCOM69608A1082,20783,732SH SOLE083,73200
Palo Alto Networks IncCOM6974351051,8344,944SH SOLE04,94400
Paypal Holdings IncCOM70450Y10313,09144,912SH SOLE044,91200
Pepsico IncCOM7134481081,52710,304SH SOLE010,30400
Pfizer IncCOM71708110386822,158SH SOLE022,15800
Philip Morris International IncCOM7181721091,09611,055SH SOLE011,05500
Pinterest IncCOM72352L1062,13727,067SH SOLE027,06700
PPG Industies IncCOM6935061073011,773SH SOLE01,77300
Procter & Gamble CoCOM7427181091,56711,616SH SOLE011,61600
ProShares UltraPro S&P 500ETF74347X8646365,605SH SOLE05,60500
Purefunds ISE Cyber SecurityCOM26924G2013465,700SH SOLE05,70000
Qualcomm IncCOM7475251037655,354SH SOLE05,35400
Raytheon Technologies CorpCOM75513E1011,34815,803SH SOLE015,80300
Roper Technologies IncCOM7766961062,2084,695SH SOLE04,69500
Salesforce.com IncCOM79466L30210,67143,686SH SOLE043,68600
Schwab Charles CorpCOM8085131052683,680SH SOLE03,68000
ServiceNow IncCOM81762P1025,1379,437SH SOLE09,43700
Sherwin Williams COCOM8243481065281,939SH SOLE01,93900
SNAP Inc Class ACOM83304A1063,60252,868SH SOLE052,86800
SnowFlake Inc-Class ACOM8334451092,2379,250SH SOLE09,25000
SPDR Dow Jones Industrial Average TrustETF78467X1092,0706,000SH SOLE06,00000
SPDR S&P 500 ETF TrustETF78462F1032,6116,100SH SOLE06,10000
Stryker CorpCOM8636671011,3865,338SH SOLE05,33800
Synopsys IncCOM8716071071,8796,812SH SOLE06,81200
Sysco CorpCOM8718291072963,810SH SOLE03,81000
Tesla IncCOM88160R1011,2541,845SH SOLE01,84500
Texas Instruments IncCOM8825081047954,132SH SOLE04,13200
The Blackstone Group IncCOM09260D1072913,000SH SOLE03,00000
Thermo Fisher Scientific IncCOM8835561022,0924,147SH SOLE04,14700
Twilio IncCOM90138F1023,2068,134SH SOLE08,13400
Twitter IncCOM90184L1023,03644,117SH SOLE044,11700
Uber Technologies IncCOM90353T1004,17383,261SH SOLE083,26100
Union Pacific CorpCOM9078181081,5366,982SH SOLE06,98200
United Parcel Service Inc Class B SharesCOM9113121061,5657,523SH SOLE07,52300
UnitedHealth Group IncCOM91324P1023,5288,811SH SOLE08,81100
Vanguard REIT VIPERs ETFETF9229085535605,500SH SOLE05,50000
Veeva Systems Inc Class ACOM9224751086482,084SH SOLE02,08400
Verisign IncCOM92343E1022491,095SH SOLE01,09500
Verizon Communications IncCOM92343V1043866,893SH SOLE06,89300
Visa Inc Class A ShrsCOM92826C83912,09551,726SH SOLE051,72600
Walmart IncCOM9311421031,51310,726SH SOLE010,72600
Wells Fargo & CoCOM9497461014119,076SH SOLE09,07600
Western Digital CorpCOM9581021053214,505SH SOLE04,50500
Workday Inc Class ACOM98138H1012,2329,349SH SOLE09,34900
Zimmer Biomet Holdings IncCOM98956P1025183,220SH SOLE03,22000
Zoom Video CommunicationsCOM98980L1014,14910,720SH SOLE010,72000