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
3M CO COM 88579Y101 8,855,470 80,140 SH   SOLE   0 0 80,140
ABBOTT LABS COM 002824100 2,422,387 25,035 SH   SOLE   0 0 25,035
ABBVIE INC COM 00287Y109 1,719,230 12,810 SH   SOLE   0 0 12,810
ABIOMED INC COM 003654100 290,124 1,181 SH   SOLE   0 0 1,181
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 20,879,638 81,149 SH   SOLE   0 0 81,149
ADOBE SYSTEMS INCORPORATED COM 00724F101 4,667,942 16,962 SH   SOLE   0 0 16,962
ADVANCED MICRO DEVICES INC COM 007903107 7,634,246 120,490 SH   SOLE   0 0 120,490
AIR PRODS & CHEMS INC COM 009158106 1,296,073 5,569 SH   SOLE   0 0 5,569
AKAMAI TECHNOLOGIES INC COM 00971T101 293,329 3,652 SH   SOLE   0 0 3,652
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2,413,858 30,177 SH   SOLE   0 0 30,177
ALIGN TECHNOLOGY INC COM 016255101 11,081,213 53,504 SH   SOLE   0 0 53,504
ALPHABET INC CAP STK CL A 02079K305 134,815,806 1,409,470 SH   SOLE   0 0 1,409,470
ALPHABET INC CAP STK CL C 02079K107 48,039,521 499,631 SH   SOLE   0 0 499,631
AMAZON COM INC COM 023135106 166,873,089 1,476,753 SH   SOLE   0 0 1,476,753
AMEDISYS INC COM 023436108 1,224,394 12,650 SH   SOLE   0 0 12,650
AMETEK INC COM 031100100 5,163,330 45,528 SH   SOLE   0 0 45,528
AON PLC SHS CL A G0403H108 5,510,890 20,573 SH   SOLE   0 0 20,573
APELLIS PHARMACEUTICALS INC COM 03753U106 498,385 7,297 SH   SOLE   0 0 7,297
APPLE INC COM 037833100 39,557,815 286,236 SH   SOLE   0 0 286,236
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 309,018 9,350 SH   SOLE   0 0 9,350
AUTODESK INC COM 052769106 2,672,174 14,305 SH   SOLE   0 0 14,305
BAIDU INC SPON ADR REP A 056752108 1,342,206 11,424 SH   SOLE   0 0 11,424
BAXTER INTL INC COM 071813109 3,930,218 72,971 SH   SOLE   0 0 72,971
BECTON DICKINSON & CO COM 075887109 891,320 4,000 SH   SOLE   0 0 4,000
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,740,376 28,988 SH   SOLE   0 0 28,988
BERKSHIRE HATHAWAY INC DEL CL A 084670108 43,085,820 106 SH   SOLE   0 0 106
BIOGEN INC COM 09062X103 677,913 2,539 SH   SOLE   0 0 2,539
BK OF AMERICA CORP COM 060505104 6,018,981 199,304 SH   SOLE   0 0 199,304
BLACKSTONE INC COM 09260D107 225,823 2,698 SH   SOLE   0 0 2,698
BOOKING HOLDINGS INC COM 09857L108 6,927,773 4,216 SH   SOLE   0 0 4,216
BOSTON SCIENTIFIC CORP COM 101137107 717,086 18,515 SH   SOLE   0 0 18,515
BRISTOL-MYERS SQUIBB CO COM 110122108 799,763 11,250 SH   SOLE   0 0 11,250
CAMECO CORP COM 13321L108 24,012,258 900,000 SH   SOLE   0 0 900,000
CASTLE BIOSCIENCES INC COM 14843C105 416,159 15,957 SH   SOLE   0 0 15,957
CHEVRON CORP NEW COM 166764100 13,091,929 91,125 SH   SOLE   0 0 91,125
CHIPOTLE MEXICAN GRILL INC COM 169656105 30,710,403 20,436 SH   SOLE   0 0 20,436
CIGNA CORP NEW COM 125523100 285,794 1,030 SH   SOLE   0 0 1,030
CINTAS CORP COM 172908105 48,718,233 125,501 SH   SOLE   0 0 125,501
CME GROUP INC COM 12572Q105 2,306,941 13,024 SH   SOLE   0 0 13,024
COCA COLA CO COM 191216100 1,838,576 32,820 SH   SOLE   0 0 32,820
COLGATE PALMOLIVE CO COM 194162103 21,655,335 308,261 SH   SOLE   0 0 308,261
CONSTELLATION BRANDS INC CL A 21036P108 1,044,585 4,548 SH   SOLE   0 0 4,548
COSTCO WHSL CORP NEW COM 22160K105 48,407,675 102,500 SH   SOLE   0 0 102,500
DANAHER CORPORATION COM 235851102 71,815,210 278,041 SH   SOLE   0 0 278,041
DAVITA INC COM 23918K108 248,310 3,000 SH   SOLE   0 0 3,000
DEUTSCHE BANK A G NAMEN AKT D18190898 122,841 16,400 SH   SOLE   0 0 16,400
DEXCOM INC COM 252131107 401,411 4,984 SH   SOLE   0 0 4,984
DISNEY WALT CO COM 254687106 12,078,674 128,047 SH   SOLE   0 0 128,047
DROPBOX INC CL A 26210C104 754,519 36,415 SH   SOLE   0 0 36,415
ECOLAB INC COM 278865100 321,768 2,228 SH   SOLE   0 0 2,228
EDWARDS LIFESCIENCES CORP COM 28176E108 820,929 9,935 SH   SOLE   0 0 9,935
ELECTRONIC ARTS INC COM 285512109 10,013,312 86,538 SH   SOLE   0 0 86,538
EOG RES INC COM 26875P101 5,638,119 50,462 SH   SOLE   0 0 50,462
ERMENEGILDO ZEGNA N V ORD SHS N30577105 245,100 22,800 SH   SOLE   0 0 22,800
ETSY INC COM 29786A106 398,417 3,979 SH   SOLE   0 0 3,979
EXACT SCIENCES CORP COM 30063P105 4,441,805 136,713 SH   SOLE   0 0 136,713
EXXON MOBIL CORP COM 30231G102 211,727 2,425 SH   SOLE   0 0 2,425
FIDELITY NATL INFORMATION SV COM 31620M106 12,273,550 162,413 SH   SOLE   0 0 162,413
GILEAD SCIENCES INC COM 375558103 988,582 16,025 SH   SOLE   0 0 16,025
GLOBAL BLUE GROUP HOLDING AG ORD SHS H33700107 595,284 128,571 SH   SOLE   0 0 128,571
GLOBAL X FDS GLB X SUPERDIV 37950E549 131,196 17,400 SH   SOLE   0 0 17,400
GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 353,012 19,525 SH   SOLE   0 0 19,525
GLOBUS MED INC CL A 379577208 1,325,969 22,259 SH   SOLE   0 0 22,259
GOLDMAN SACHS GROUP INC COM 38141G104 430,784 1,470 SH   SOLE   0 0 1,470
GOLUB CAP BDC INC COM 38173M102 125,362 10,118 SH   SOLE   0 0 10,118
GUARDANT HEALTH INC COM 40131M109 365,183 6,784 SH   SOLE   0 0 6,784
HDFC BANK LTD SPONSORED ADS 40415F101 2,236,434 38,282 SH   SOLE   0 0 38,282
HOME DEPOT INC COM 437076102 1,447,029 5,244 SH   SOLE   0 0 5,244
HONEYWELL INTL INC COM 438516106 13,741,965 82,302 SH   SOLE   0 0 82,302
IDEXX LABS INC COM 45168D104 29,377,386 90,170 SH   SOLE   0 0 90,170
ILLUMINA INC COM 452327109 1,194,727 6,262 SH   SOLE   0 0 6,262
INFOSYS LTD SPONSORED ADR 456788108 2,065,283 121,702 SH   SOLE   0 0 121,702
INSULET CORP COM 45784P101 405,579 1,768 SH   SOLE   0 0 1,768
INTEL CORP COM 458140100 579,258 22,478 SH   SOLE   0 0 22,478
INTELLIA THERAPEUTICS INC COM 45826J105 281,982 5,039 SH   SOLE   0 0 5,039
INTERCONTINENTAL EXCHANGE IN COM 45866F104 5,920,093 65,524 SH   SOLE   0 0 65,524
INTERNATIONAL BUSINESS MACHS COM 459200101 696,227 5,860 SH   SOLE   0 0 5,860
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 396,019 4,360 SH   SOLE   0 0 4,360
INTUITIVE SURGICAL INC COM NEW 46120E602 37,783,968 201,579 SH   SOLE   0 0 201,579
INVESCO QQQ TR UNIT SER 1 46090E103 20,983,919 78,515 SH   SOLE   0 0 78,515
IOVANCE BIOTHERAPEUTICS INC COM 462260100 265,136 27,676 SH   SOLE   0 0 27,676
IRHYTHM TECHNOLOGIES INC COM 450056106 310,820 2,481 SH   SOLE   0 0 2,481
ISHARES INC MSCI JPN ETF NEW 46434G822 206,684 4,231 SH   SOLE   0 0 4,231
ISHARES INC MSCI WORLD ETF 464286392 295,452 2,956 SH   SOLE   0 0 2,956
ISHARES TR S&P 500 VAL ETF 464287408 15,344,003 119,390 SH   SOLE   0 0 119,390
ISHARES TR MSCI INDIA ETF 46429B598 441,633 10,827 SH   SOLE   0 0 10,827
ISHARES TR CORE S&P500 ETF 464287200 12,585,029 35,090 SH   SOLE   0 0 35,090
ISHARES TR MSCI USA MIN VOL 46429B697 3,102,404 46,935 SH   SOLE   0 0 46,935
ISHARES TR CORE US AGGBD ET 464287226 319,078 3,312 SH   SOLE   0 0 3,312
ISHARES TR RUS 1000 VAL ETF 464287598 4,606,661 33,875 SH   SOLE   0 0 33,875
JOHNSON & JOHNSON COM 478160104 4,206,520 25,750 SH   SOLE   0 0 25,750
JOHNSON CTLS INTL PLC SHS G51502105 3,711,926 75,415 SH   SOLE   0 0 75,415
JPMORGAN CHASE & CO COM 46625H100 21,590,745 206,610 SH   SOLE   0 0 206,610
LAUDER ESTEE COS INC CL A 518439104 6,222,238 28,820 SH   SOLE   0 0 28,820
LILLY ELI & CO COM 532457108 1,239,401 3,833 SH   SOLE   0 0 3,833
LINDE PLC SHS G5494J103 13,147,345 48,068 SH   SOLE   0 0 48,068
LOCKHEED MARTIN CORP COM 539830109 618,064 1,600 SH   SOLE   0 0 1,600
LOGITECH INTL S A SHS H50430232 678,504 14,534 SH   SOLE   0 0 14,534
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 2,169,645 28,821 SH   SOLE   0 0 28,821
MASTERCARD INCORPORATED CL A 57636Q104 12,531,432 44,072 SH   SOLE   0 0 44,072
MCDONALDS CORP COM 580135101 48,348,337 209,536 SH   SOLE   0 0 209,536
MEDTRONIC PLC SHS G5960L103 17,176,494 212,712 SH   SOLE   0 0 212,712
MERCK & CO INC COM 58933Y105 14,902,635 173,045 SH   SOLE   0 0 173,045
META PLATFORMS INC CL A 30303M102 41,736,253 307,608 SH   SOLE   0 0 307,608
MICRON TECHNOLOGY INC COM 595112103 2,406,403 48,032 SH   SOLE   0 0 48,032
MICROSOFT CORP COM 594918104 133,361,102 572,611 SH   SOLE   0 0 572,611
MIDCAP FINANCIAL INVSTMNT CO COM NEW 03761U502 135,374 13,246 SH   SOLE   0 0 13,246
MODERNA INC COM 60770K107 5,000,674 42,289 SH   SOLE   0 0 42,289
MONDELEZ INTL INC CL A 609207105 14,939,640 272,472 SH   SOLE   0 0 272,472
MOODYS CORP COM 615369105 11,280,061 46,399 SH   SOLE   0 0 46,399
NATERA INC COM 632307104 478,295 10,915 SH   SOLE   0 0 10,915
NATIONAL HEALTH INVS INC COM 63633D104 226,120 4,000 SH   SOLE   0 0 4,000
NETFLIX INC COM 64110L106 267,224 1,135 SH   SOLE   0 0 1,135
NIKE INC CL B 654106103 16,311,635 196,242 SH   SOLE   0 0 196,242
NOVAGOLD RES INC COM NEW 66987E206 24,674,535 5,200,000 SH   SOLE   0 0 5,200,000
NUTRIEN LTD COM 67077M108 1,443,722 17,220 SH   SOLE   0 0 17,220
NVIDIA CORPORATION COM 67066G104 18,725,621 154,260 SH   SOLE   0 0 154,260
ORACLE CORP COM 68389X105 209,653 3,433 SH   SOLE   0 0 3,433
OTIS WORLDWIDE CORP COM 68902V107 5,783,853 90,656 SH   SOLE   0 0 90,656
PALO ALTO NETWORKS INC COM 697435105 2,258,500 13,789 SH   SOLE   0 0 13,789
PAYPAL HLDGS INC COM 70450Y103 3,095,766 35,968 SH   SOLE   0 0 35,968
PEPSICO INC COM 713448108 41,437,837 253,815 SH   SOLE   0 0 253,815
PERRIGO CO PLC SHS G97822103 308,459 8,650 SH   SOLE   0 0 8,650
PFIZER INC COM 717081103 3,057,117 69,861 SH   SOLE   0 0 69,861
PROCTER AND GAMBLE CO COM 742718109 9,704,080 76,864 SH   SOLE   0 0 76,864
REGIONS FINANCIAL CORP NEW COM 7591EP100 213,163 10,621 SH   SOLE   0 0 10,621
REPLIGEN CORP COM 759916109 345,031 1,844 SH   SOLE   0 0 1,844
ROLLINS INC COM 775711104 1,652,502 47,650 SH   SOLE   0 0 47,650
ROYALTY PHARMA PLC SHS CLASS A G7709Q104 2,480,994 61,747 SH   SOLE   0 0 61,747
SALESFORCE INC COM 79466L302 15,076,733 104,816 SH   SOLE   0 0 104,816
SEA LTD SPONSORD ADS 81141R100 776,349 13,851 SH   SOLE   0 0 13,851
SEAGEN INC COM 81181C104 229,053 1,674 SH   SOLE   0 0 1,674
SHELL PLC SPON ADS 780259305 363,248 7,300 SH   SOLE   0 0 7,300
SNOWFLAKE INC CL A 833445109 2,744,854 16,150 SH   SOLE   0 0 16,150
SOPHIA GENETICS SA ORDINARY SHARES H82027105 598,588 227,600 SH   SOLE   0 0 227,600
SPDR GOLD TR GOLD SHS 78463V107 6,917,461 44,724 SH   SOLE   0 0 44,724
SPDR S&P 500 ETF TR TR UNIT 78462F103 10,896,341 30,510 SH   SOLE   0 0 30,510
SPDR S&P 500 ETF TR TR UNIT 78462F103 4,607,106 12,900 SH   SOLE   0 0 12,900
SPDR SER TR S&P BIOTECH 78464A870 315,218 3,974 SH   SOLE   0 0 3,974
STARBUCKS CORP COM 855244109 11,592,070 137,575 SH   SOLE   0 0 137,575
STRYKER CORPORATION COM 863667101 459,563 2,269 SH   SOLE   0 0 2,269
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 10,552,207 153,912 SH   SOLE   0 0 153,912
TESLA INC COM 88160R101 2,587,779 9,756 SH   SOLE   0 0 9,756
TEXAS INSTRS INC COM 882508104 6,975,470 45,067 SH   SOLE   0 0 45,067
THERMO FISHER SCIENTIFIC INC COM 883556102 76,696,765 151,219 SH   SOLE   0 0 151,219
TJX COS INC NEW COM 872540109 558,335 8,988 SH   SOLE   0 0 8,988
TRANE TECHNOLOGIES PLC SHS G8994E103 211,133 1,458 SH   SOLE   0 0 1,458
UBS GROUP AG SHS H42097107 170,680 11,606 SH   SOLE   0 0 11,606
UNITEDHEALTH GROUP INC COM 91324P102 120,900,010 239,387 SH   SOLE   0 0 239,387
VANECK ETF TRUST OIL SERVICES ETF 92189H607 42,242,000 200,000 SH   SOLE   0 0 200,000
VANGUARD INDEX FDS VALUE ETF 922908744 11,668,119 94,494 SH   SOLE   0 0 94,494
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5,149,386 15,685 SH   SOLE   0 0 15,685
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 358,921 4,832 SH   SOLE   0 0 4,832
VERIZON COMMUNICATIONS INC COM 92343V104 908,432 23,925 SH   SOLE   0 0 23,925
VERTEX PHARMACEUTICALS INC COM 92532F100 754,831 2,607 SH   SOLE   0 0 2,607
VIATRIS INC COM 92556V106 209,941 24,641 SH   SOLE   0 0 24,641
VISA INC COM CL A 92826C839 69,447,116 390,921 SH   SOLE   0 0 390,921
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 186,039 16,420 SH   SOLE   0 0 16,420
WALMART INC COM 931142103 1,031,115 7,950 SH   SOLE   0 0 7,950
WEATHERFORD INTL PLC ORD SHS G48833118 26,503,761 820,804 SH   SOLE   0 0 820,804
WELLS FARGO CO NEW COM 949746101 19,414,757 482,714 SH   SOLE   0 0 482,714
WISDOMTREE TR EUROPE HEDGED EQ 97717X701 1,012,616 16,280 SH   SOLE   0 0 16,280
WORKDAY INC CL A 98138H101 282,825 1,858 SH   SOLE   0 0 1,858
XYLEM INC COM 98419M100 318,951 3,651 SH   SOLE   0 0 3,651
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 11,298,919 43,124 SH   SOLE   0 0 43,124
ZIMMER BIOMET HOLDINGS INC COM 98956P102 4,576,572 43,774 SH   SOLE   0 0 43,774
ZOETIS INC CL A 98978V103 63,709,981 429,631 SH   SOLE   0 0 429,631