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
ABBVIE INC COM 00287Y109 BBG0025Y4RY4 9,413,188 60,742 SH   SOLE   0 0 60,742
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JX6 18,934,700 135,548 SH   SOLE   0 0 135,548
APPLE INC COM 037833100 BBG000B9XRY4 22,515,998 116,948 SH   SOLE   0 0 116,948
MICROSOFT CORP COM 594918104 BBG000BPH459 24,201,182 64,358 SH   SOLE   0 0 64,358
TRACTOR SUPPLY CO COM 892356106 BBG000BLXZN1 6,732,804 31,311 SH   SOLE   0 0 31,311
ISHARES TR IBOXX HI YD ETF 464288513 BBG000R2T3H9 2,992,130 38,663 SH   SOLE   0 0 38,663
SPDR GOLD TRUST GOLD SHS 78463V107 BBG000CRF6Q8 5,164,075 27,013 SH   SOLE   0 0 27,013
AMAZON COM INC COM 023135106 BBG000BVPV84 8,705,706 57,297 SH   SOLE   0 0 57,297
CHEVRON CORP NEW COM 166764100 BBG000K4ND22 300,259 2,013 SH   SOLE   0 0 2,013
FISERV INC COM 337738108 BBG000BJKPG0 10,013,346 75,379 SH   SOLE   0 0 75,379
MERCADOLIBRE INC COM 58733R102 BBG000GQPB11 14,539,888 9,252 SH   SOLE   0 0 9,252
NVIDIA CORPORATION COM 67066G104 BBG000BBJQV0 2,954,978 5,967 SH   SOLE   0 0 5,967
ORACLE COPR COM 68389X105 BBG000BQLTW7 340,961 3,234 SH   SOLE   0 0 3,234
SALESFORCE COM INC COM 79466L302 BBG000BN2DC2 322,083 1,224 SH   SOLE   0 0 1,224
Visa INC COM CL A 92826C839 BBG000PSKYX7 752,151 2,889 SH   SOLE   0 0 2,889
ADOBE SYSTEMS INCORPORATED COM 00724F101 BBG000BB5006 20,427,584 34,240 SH   SOLE   0 0 34,240
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JVL2 1,034,681 13,349 SH   SOLE   0 0 13,349
AUTOMATIC DATA PROCESSING IN COM 053015103 BBG000JG0547 5,066,166 21,746 SH   SOLE   0 0 21,746
COSTCO WHSL CORP NEW COM 22160K105 BBG000F6H8W8 16,718,506 25,328 SH   SOLE   0 0 25,328
S&P GLOBAL INC COM 78409V104 BBG000BP1Q11 12,175,532 27,639 SH   SOLE   0 0 27,639
STARBUCKS CORP COM 855244109 BBG000CTQBF3 2,598,127 27,061 SH   SOLE   0 0 27,061
PROCTER & GAMBLE CO COM 742718109 BBG000BR2TH3 7,665,800 52,312 SH   SOLE   0 0 52,312
WAL-MART STORES INC COM 931142103 BBG000BWXBC2 15,057,940 95,515 SH   SOLE   0 0 95,515
ZTO EXPRESS CAYMAN INC SPONSORED ADR 98980A105 BBG00DY7QWH1 351,971 16,540 SH   SOLE   0 0 16,540
3M CO COM 88579Y101 BBG000BP52R2 2,871,618 26,268 SH   SOLE   0 0 26,268
ARK ETF TR GENOMIC REV ETF 00214Q302 BBG007FJPCB0 2,022,474 61,642 SH   SOLE   0 0 61,642
AT&T INC COM 00206R102 BBG000BSJK37 1,368,845 81,576 SH   SOLE   0 0 81,576
BOOKING HLDGS INC COM 09857L108 BBG000BLBVN4 13,394,303 3,776 SH   SOLE   0 0 3,776
FORD MTR CO DEL COM 345370860 BBG000BQPC32 2,383,084 195,495 SH   SOLE   0 0 195,495
INTEL CORP COM 458140100 BBG000C0G1D1 3,488,506 69,423 SH   SOLE   0 0 69,423
PAGSEGURO DIGITAL LTD COM CL A G68707101 BBG00JM7QBR6 2,466,030 197,757 SH   SOLE   0 0 197,757
PIMCO ETF TR 0-5 HIGH YIELD 72201R783 BBG001R058S4 2,882,315 30,966 SH   SOLE   0 0 30,966
ADVANCED MICRO DEVICES INC COM 007903107 BBG000BBQCY0 14,256,906 96,716 SH   SOLE   0 0 96,716
GILEAD SCIENCES INC COM 375558103 BBG000CKGBP2 397,921 4,912 SH   SOLE   0 0 4,912
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG000BLNNH6 1,037,234 6,342 SH   SOLE   0 0 6,342
NETFLIX INC COM 64110L106 BBG000CL9VN6 4,013,352 8,243 SH   SOLE   0 0 8,243
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXV6 1,331,676 21,685 SH   SOLE   0 0 21,685
REGENERON PHARMACEUTICALS COM 75886F107 BBG000C734W3 11,437,092 13,022 SH   SOLE   0 0 13,022
SHOPIFY INC CL A 82509L107 BBG004DW5NB8 5,320,064 51,571 SH   SOLE   0 0 51,571
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG000BVDLH9 3,916,169 7,378 SH   SOLE   0 0 7,378
UNITEDHEALTH GROUP INC COM 91324P102 BBG000CH5208 7,277,395 13,823 SH   SOLE   0 0 13,823
ZOETIS INC CL a 98978V103 BBG0039320N9 7,687,759 38,951 SH   SOLE   0 0 38,951
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 BBG0042V6JM8 860,547 11,967 SH   SOLE   0 0 11,967
BAIDU INC SPON ADR REP A 056752108 BBG000QXWHD1 277,837 2,333 SH   SOLE   0 0 2,333
FASTENAL CO COM 311900104 BBG000BJ8YN7 7,587,352 117,143 SH   SOLE   0 0 117,143
JD COM INC SPON ADR CL A 47215P106 BBG005YHY0Q7 408,418 14,137 SH   SOLE   0 0 14,137
MASTEC INC COM 576323109 BBG000DYXD23 264,641 3,495 SH   SOLE   0 0 3,495
MEDTRONIC PLC SHS G5960L103 BBG000BNWG87 520,477 6,318 SH   SOLE   0 0 6,318
FACEBOOK INC CL A 30303M102 BBG000MM2P62 3,292,536 9,302 SH   SOLE   0 0 9,302
CHURCH & DWIGHT INC COM 171340102 BBG000BFJT36 2,970,602 31,415 SH   SOLE   0 0 31,415
NEXTERA ENERGY INC COM 65339F101 BBG000BJSBJ0 1,025,595 16,885 SH   SOLE   0 0 16,885
PFIZER INC COM 717081103 BBG000BR2B91 1,327,881 46,123 SH   SOLE   0 0 46,123
COPART INC COM 217204106 BBG000BM9RH1 7,400,225 151,025 SH   SOLE   0 0 151,025
ISHARES TR ISHS 5-10YR INVT 464288638 BBG000QN1YR5 662,740 12,745 SH   SOLE   0 0 12,745
ISHARES TR USD INV GRDE ETF 464288620 BBG000QN2QQ2 245,228 4,784 SH   SOLE   0 0 4,784
AMGEN INC COM 031162100 BBG000BBS2Y0 927,136 3,219 SH   SOLE   0 0 3,219
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG000BJPDZ1 757,036 2,244 SH   SOLE   0 0 2,244
ARISTA NETWORKS INC COM 040413106 BBG000N2HDY5 14,545,333 61,761 SH   SOLE   0 0 61,761
BERKSHIRE HATHAWAY INC CL B 084670702 BBG000DWG505 4,104,800 11,509 SH   SOLE   0 0 11,509
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2MY7 10,578,912 67,040 SH   SOLE   0 0 67,040
ISHARES MSCI SZ CAP ETF 464286749 BBG000BK5Z27 216,781 4,491 SH   SOLE   0 0 4,491
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG000BDTBL9 988,169 2,079 SH   SOLE   0 0 2,079
VERIZON COMMUNICATIONS INC COM 92343V104 BBG000HS77T5 1,228,341 32,582 SH   SOLE   0 0 32,582
AMERICAN TOWER CORP NEW COM 03027X100 BBG000B9XYV2 1,114,588 5,163 SH   SOLE   0 0 5,163
COOPER COS INC COM 216648402 BBG000BG3445 4,627,564 12,228 SH   SOLE   0 0 12,228
DOLLAR GEN CORP NEW COM 256677105 BBG000NV1KK7 1,131,376 8,322 SH   SOLE   0 0 8,322
KRANESHARES TR QUADRTC INT RT 500767736 BBG00NW3SK84 5,290,254 255,815 SH   SOLE   0 0 255,815
ABM INDS INC COM 000957100 BBG000B9YYH7 712,752 15,899 SH   SOLE   0 0 15,899
AMERICAN WTR WKS CO INC NEW COM 030420103 BBG000TRJ294 748,251 5,669 SH   SOLE   0 0 5,669
BOISE CASCADE CO DEL COM 09739D100 BBG000RQKCR4 1,121,551 8,670 SH   SOLE   0 0 8,670
DISNEY WALT CO COM DISNEY 254687106 BBG000BH4R78 203,604 2,255 SH   SOLE   0 0 2,255
EQUINIX INC COM 29444U700 BBG000MBDGM6 762,704 947 SH   SOLE   0 0 947
EDWARDS LIFESCIENCES CORP COM 28176E108 BBG000BRXP69 504,394 6,615 SH   SOLE   0 0 6,615
FEDERAL SIGNAL CORP COM 313855108 BBG000BJXWX2 1,215,638 15,841 SH   SOLE   0 0 15,841
HERSHEY CO COM 427866108 BBG000BLHRS2 808,404 4,336 SH   SOLE   0 0 4,336
LILLY ELI & CO COM 532457108 BBG000BNBDC2 2,224,423 3,816 SH   SOLE   0 0 3,816
MCDONALDS CORP COM 580135101 BBG000BNSZP1 880,931 2,971 SH   SOLE   0 0 2,971
MCCORMICK & CO INC COM NON VTG 579780206 BBG000G6Y5W4 359,684 5,257 SH   SOLE   0 0 5,257
PROGRESSIVE CORP OHIO COM 743315103 BBG000BR37X2 585,513 3,676 SH   SOLE   0 0 3,676
TERADYNE INC COM 880770102 BBG000BV4DR6 542,600 5,000 SH   SOLE   0 0 5,000
TAYLOR MORRISON HOME CORP COM 87724P106 BBG003PGJHP5 863,096 16,178 SH   SOLE   0 0 16,178
TRANE TECHNOLOGIES PLC SHS G8994E103 BBG000BM6788 1,010,966 4,145 SH   SOLE   0 0 4,145
ISHARES TR CORE S&P US VLU 464287663 BBG000C183Y1 361,860 4,291 SH   SOLE   0 0 4,291
JOHNSON & JOHNSON COM 478160104 BBG000BMHYD1 1,202,823 7,674 SH   SOLE   0 0 7,674
NIO INC SPON ADS 62914V106 BBG00LPXZB46 186,071 20,515 SH   SOLE   0 0 20,515
NOVARTIS AG-SPONSORED ADR Sponsored ADR 66987V109 BBG000LVPLB1 1,608,968 917 SH   SOLE   0 0 917
PINTEREST INC CL A 72352L106 BBG002583CV8 342,324 9,242 SH   SOLE   0 0 9,242
BOEING CO COM 097023105 BBG000BCSST7 456,676 1,752 SH   SOLE   0 0 1,752
DUKE ENERGY CORP NEW COM NEW 26441C204 BBG000BHGDH5 1,341,578 13,825 SH   SOLE   0 0 13,825
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG0015VYNT4 313,186 717 SH   SOLE   0 0 717
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB30 7,723,669 54,805 SH   SOLE   0 0 54,805
EXXON MOBIL CORP COM 30231G102 BBG000GZQ728 452,709 4,528 SH   SOLE   0 0 4,528
ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG000K6MRN4 393,598 520 SH   SOLE   0 0 520
INVESCO QQQ TR UNIT SER 1 46090E103 BBG000BSWKH7 463,577 1,132 SH   SOLE   0 0 1,132
VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 BBG000QBYWJ8 265,121 2,375 SH   SOLE   0 0 2,375
ISHARES TR 1 3 YR TREAS BD 464287457 BBG000NTFYM5 891,857 10,871 SH   SOLE   0 0 10,871
ISHARES TR 3 7 YR TREAS BD 464288661 BBG000QN0RR1 400,116 3,416 SH   SOLE   0 0 3,416
ISHARES TR BARCLAYS 7 10 YR 464287440 BBG000BHR296 478,480 4,964 SH   SOLE   0 0 4,964
ISHARES TR IBONDS 27 ETF 46435UAA9 BBG00HPLJN98 442,777 18,503 SH   SOLE   0 0 18,503
SPDR SERIES TRUST BARC SHT TR CP 78464A474 BBG000Q1MZ15 508,464 17,074 SH   SOLE   0 0 17,074
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 BBG000PWZXV6 303,841 5,209 SH   SOLE   0 0 5,209
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG000D9D830 368,105 1,049 SH   SOLE   0 0 1,049
AMER STATES WTR CO COM 029899101 BBG000F964B6 249,543 3,103 SH   SOLE   0 0 3,103
APPLIED MATLS INC COM 038222105 BBG000BBPFB9 752,815 4,645 SH   SOLE   0 0 4,645
BERKSHIRE HATHAWAY INC DEL CL A 084670108 BBG000DWCFL4 5,426,250 10 SH   SOLE   0 0 10
AMERISOURCEBERGEN CORP COM 03073E105 BBG000MDCQC2 357,977 1,743 SH   SOLE   0 0 1,743
CHARTER COMMUNICATIONS INC N CL A 16119P108 BBG000VPGNR2 351,367 904 SH   SOLE   0 0 904
CISCO SYS INC COM 17275R102 BBG000C3J3C9 604,169 11,959 SH   SOLE   0 0 11,959
COCA COLA CO COM 191216100 BBG000BMX289 8,156,560 138,411 SH   SOLE   0 0 138,411
CORE & MAIN INC CL A 21874C102 BBG01163K2X0 439,055 10,865 SH   SOLE   0 0 10,865
CRANE COMPANY COMMON STOCK 224408104 BBG016G0L0Q5 555,612 4,703 SH   SOLE   0 0 4,703
CURTISS WRIGHT CORP COM 231561101 BBG000BGSPS5 529,572 2,377 SH   SOLE   0 0 2,377
DOLE PLC ORD SHS G27907107 BBG011PCV4J9 1,401,060 114,000 SH   SOLE   0 0 114,000
FAZE HOLDINGS INC COMMON STOCK 31423J102 BBG00YVV3B04 208,418 1,157,876 SH   SOLE   0 0 1,157,876
GARMIN LTD SHS H2906T109 BBG000C4LN67 2,796,516 21,756 SH   SOLE   0 0 21,756
HOME DEPOT INC COM 437076102 BBG000BKZB36 395,067 1,140 SH   SOLE   0 0 1,140
ISHARES TR MSCI EAFE ETF 464287465 BBG000D2KQ55 464,608 6,166 SH   SOLE   0 0 6,166
ISHARES TR CORE S&P500 ETF 464287200 BBG000BVZ4F5 834,420 1,747 SH   SOLE   0 0 1,747
ISHARES TR S&P 100 ETF 464287101 BBG000DDXQR3 445,886 1,996 SH   SOLE   0 0 1,996
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 BBG01HLMBCG3 1,118,979 17,725 SH   SOLE   0 0 17,725
NIKE INC CL B 654106103 BBG000C5HS04 204,654 1,885 SH   SOLE   0 0 1,885
OTIS WORLDWIDE CORP COM 68902V107 BBG00RP60KV0 234,769 2,624 SH   SOLE   0 0 2,624
PTC INC COM 69370C100 BBG000C2VBB0 425,678 2,433 SH   SOLE   0 0 2,433
REPUBLIC SVCS INC COM 760759100 BBG000BPXVJ6 248,519 1,507 SH   SOLE   0 0 1,507
SABRA HEALTH CARE REIT INC COM 78573L106 BBG000MTDW24 171,240 12,000 SH   SOLE   0 0 12,000
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG000BJ7007 570,703 2,965 SH   SOLE   0 0 2,965
SPDR INDEX SHS FDS EURO STOXX 50 78463X202 BBG000PG8230 231,400 4,840 SH   SOLE   0 0 4,840
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG000BD8ZK0 775,216 7,454 SH   SOLE   0 0 7,454
TESLA MTRS INC COM 88160R101 BBG000N9MNX3 704,192 2,834 SH   SOLE   0 0 2,834
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG000QVFB47 524,122 10,942 SH   SOLE   0 0 10,942
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG000HT88C8 278,699 6,781 SH   SOLE   0 0 6,781
WAYFAIR INC NOTE 0.625%10/0 ADDED 94419LAM3 BBG00WM39FZ7 10,913 12,000 PRN   SOLE   0 0 12,000
CLEANSPARK INC COM NEW 18452B209 BBG001MB89V6 215,350 19,524 SH   SOLE   0 0 19,524
BITFARMS LTD COM 09173B107 BBG00PGMZVL8 87,010 22,600 SH   SOLE   0 0 22,600
CIPHER MINING INC COM 17253J106 BBG00XYHY0K2 51,006 12,350 SH   SOLE   0 0 12,350
SEA LTD SPONSORED ADS 81141R100 BBG00HTBWMG5 308,327 7,613 SH   SOLE   0 0 7,613
FARFETCH LTD ORD SH CL A 30744W107 BBG00LSD4456 966 43,331 SH   SOLE   0 0 43,331
DIREXION SHS ETF TR DLY SEMICNDTR BR 25460G336 BBG000QFMLC3 72,174 12,401 SH   SOLE   0 0 12,401
ROBLOX CORP CL A 771049103 BBG001R1GCT0 371,704 8,130 SH   SOLE   0 0 8,130
BLACKLINE INC NOTE 3/1 ADDED 09239BAD1 BBG00ZL7RVW0 3,233,188 3,631,000 PRN   SOLE   0 0 3,631,000
PINDUODUO INC NOTE 12/0 722304AC6 BBG00Y78WSB1 1,743,974 1,680,000 PRN   SOLE   0 0 1,680,000
ISHARES TR U.S. PFD STK ETF 464288687 BBG000G7K7Q0 842,130 27,000 SH   SOLE   0 0 27,000
ISHARES TR IBOXX INV CP ETF 464287242 BBG000BBV9N3 1,015,084 9,173 SH   SOLE   0 0 9,173
FASTLY INC NOTE 3/1 ADDED 31188VAB6 BBG00ZHQYVF4 130,622 150,000 PRN   SOLE   0 0 150,000
WIX COM LTD NOTE 8/1 ADDED 92940WAD1 BBG00WLM45F5 1,478,555 1,624,000 PRN   SOLE   0 0 1,624,000
ALTERYX INC NOTE 0.500% 8/0 02156BAD5 BBG00PXGRTS9 145,986 150,000 PRN   SOLE   0 0 150,000
NIO INC NOTE 0.500% 2/0 ADDED 62914VAF3 BBG00YVHRDV1 11,960 13,000 PRN   SOLE   0 0 13,000
ABBOTT LABS COM 002824100 BBG000B9ZXB4 298,070 2,708 SH   SOLE   0 0 2,708
ARCBEST CORP COM 03937C105 BBG000C1PFY5 213,373 1,775 SH   SOLE   0 0 1,775
BECTON DICKINSON & CO COM 075887109 BBG000BCZYD3 243,830 1,000 SH   SOLE   0 0 1,000
BELLRING BRANDS INC COMMON STOCK 07831C103 BBG013QNJHP8 241,398 4,355 SH   SOLE   0 0 4,355
BROADCOM INC COM 11135F101 BBG00KHY5S69 350,503 314 SH   SOLE   0 0 314
ECOLAB INC COM 278865100 BBG000BHKYH4 218,185 1,100 SH   SOLE   0 0 1,100
MERCK & CO INC COM 58933Y105 BBG000BPD168 255,107 2,340 SH   SOLE   0 0 2,340
ISHARES TR CORE S&P MCP ETF 464287507 BBG000BWC7P0 272,716 984 SH   SOLE   0 0 984
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG000PWXXY5 260,814 3,371 SH   SOLE   0 0 3,371
FREEPORT-MCMORAN INC CL B 35671D857 BBG000BJDB15 345,115 8,107 SH   SOLE   0 0 8,107