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
AUTOMATIC DATA PROCESSING IN COM 053015103 BBG000JG0547 5,521,252 22,108 SH   SOLE   0 0 22,108
BERKSHIRE HATHAWAY INC CL B 084670702 BBG000DWG505 4,839,765 11,509 SH   SOLE   0 0 11,509
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG000BDTBL9 1,096,878 2,097 SH   SOLE   0 0 2,097
PROCTER & GAMBLE CO COM 742718109 BBG000BR2TH3 8,517,963 52,499 SH   SOLE   0 0 52,499
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG000BVDLH9 4,696,758 8,081 SH   SOLE   0 0 8,081
TRACTOR SUPPLY CO COM 892356106 BBG000BLXZN1 8,178,227 31,248 SH   SOLE   0 0 31,248
UNITEDHEALTH GROUP INC COM 91324P102 BBG000CH5208 7,101,419 14,355 SH   SOLE   0 0 14,355
WAL-MART STORES INC COM 931142103 BBG000BWXBC2 17,644,070 293,237 SH   SOLE   0 0 293,237
3M CO COM 88579Y101 BBG000BP52R2 2,991,865 33,737 SH   SOLE   0 0 33,737
ABBVIE INC COM 00287Y109 BBG0025Y4RY4 10,153,714 55,759 SH   SOLE   0 0 55,759
ADOBE SYSTEMS INCORPORATED COM 00724F101 BBG000BB5006 17,616,595 34,912 SH   SOLE   0 0 34,912
ARISTA NETWORKS INC COM 040413106 BBG000N2HDY5 13,969,787 48,175 SH   SOLE   0 0 48,175
BOOKING HLDGS INC COM 09857L108 BBG000BLBVN4 13,586,411 3,745 SH   SOLE   0 0 3,745
FASTENAL CO COM 311900104 BBG000BJ8YN7 8,903,807 115,424 SH   SOLE   0 0 115,424
FISERV INC COM 337738108 BBG000BJKPG0 11,853,690 74,169 SH   SOLE   0 0 74,169
FORD MTR CO DEL COM 345370860 BBG000BQPC32 2,642,335 198,971 SH   SOLE   0 0 198,971
GILEAD SCIENCES INC COM 375558103 BBG000CKGBP2 459,937 6,279 SH   SOLE   0 0 6,279
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG000BLNNH6 1,041,114 5,452 SH   SOLE   0 0 5,452
MERCADOLIBRE INC COM 58733R102 BBG000GQPB11 14,673,572 9,705 SH   SOLE   0 0 9,705
PAGSEGURO DIGITAL LTD COM CL A G68707101 BBG00JM7QBR6 3,014,294 211,085 SH   SOLE   0 0 211,085
STARBUCKS CORP COM 855244109 BBG000CTQBF3 2,280,181 24,950 SH   SOLE   0 0 24,950
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 BBG0042V6JM8 833,075 12,744 SH   SOLE   0 0 12,744
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JX6 17,206,624 114,004 SH   SOLE   0 0 114,004
AMAZON COM INC COM 023135106 BBG000BVPV84 8,122,511 45,030 SH   SOLE   0 0 45,030
APPLE INC COM 037833100 BBG000B9XRY4 19,679,559 114,763 SH   SOLE   0 0 114,763
ARK ETF TR GENOMIC REV ETF 00214Q302 BBG007FJPCB0 1,861,721 64,733 SH   SOLE   0 0 64,733
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG000BJPDZ1 878,397 2,201 SH   SOLE   0 0 2,201
FACEBOOK INC CL A 30303M102 BBG000MM2P62 2,509,963 5,169 SH   SOLE   0 0 5,169
MICROSOFT CORP COM 594918104 BBG000BPH459 24,257,032 57,656 SH   SOLE   0 0 57,656
NETFLIX INC COM 64110L106 BBG000CL9VN6 3,025,111 4,981 SH   SOLE   0 0 4,981
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXV6 1,696,321 25,322 SH   SOLE   0 0 25,322
REGENERON PHARMACEUTICALS COM 75886F107 BBG000C734W3 12,685,618 13,180 SH   SOLE   0 0 13,180
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG000BD8ZK0 1,180,098 8,674 SH   SOLE   0 0 8,674
ZOETIS INC CL a 98978V103 BBG0039320N9 6,814,933 40,275 SH   SOLE   0 0 40,275
ADVANCED MICRO DEVICES INC COM 007903107 BBG000BBQCY0 16,521,333 91,536 SH   SOLE   0 0 91,536
CHURCH & DWIGHT INC COM 171340102 BBG000BFJT36 3,334,061 31,963 SH   SOLE   0 0 31,963
COPART INC COM 217204106 BBG000BM9RH1 8,933,349 154,236 SH   SOLE   0 0 154,236
COSTCO WHSL CORP NEW COM 22160K105 BBG000F6H8W8 18,879,142 25,769 SH   SOLE   0 0 25,769
S&P GLOBAL INC COM 78409V104 BBG000BP1Q11 11,536,928 27,117 SH   SOLE   0 0 27,117
SHOPIFY INC CL A 82509L107 BBG004DW5NB8 5,608,470 53,414 SH   SOLE   0 0 53,414
ISHARES TR ISHS 5-10YR INVT 464288638 BBG000QN1YR5 657,642 12,745 SH   SOLE   0 0 12,745
ISHARES TR USD INV GRDE ETF 464288620 BBG000QN2QQ2 242,884 4,784 SH   SOLE   0 0 4,784
ISHARES TR IBOXX HI YD ETF 464288513 BBG000R2T3H9 2,786,776 35,852 SH   SOLE   0 0 35,852
PIMCO ETF TR 0-5 HIGH YIELD 72201R783 BBG001R058S4 2,535,458 27,123 SH   SOLE   0 0 27,123
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JVL2 932,286 12,884 SH   SOLE   0 0 12,884
NEXTERA ENERGY INC COM 65339F101 BBG000BJSBJ0 1,017,575 15,922 SH   SOLE   0 0 15,922
PFIZER INC COM 717081103 BBG000BR2B91 1,897,490 68,378 SH   SOLE   0 0 68,378
BAIDU INC SPON ADR REP A 056752108 BBG000QXWHD1 245,618 2,333 SH   SOLE   0 0 2,333
JD COM INC SPON ADR CL A 47215P106 BBG005YHY0Q7 387,212 14,137 SH   SOLE   0 0 14,137
MASTEC INC COM 576323109 BBG000DYXD23 325,909 3,495 SH   SOLE   0 0 3,495
MEDTRONIC PLC SHS G5960L103 BBG000BNWG87 527,955 6,058 SH   SOLE   0 0 6,058
SPDR GOLD TRUST GOLD SHS 78463V107 BBG000CRF6Q8 5,458,574 26,534 SH   SOLE   0 0 26,534
AT&T INC COM 00206R102 BBG000BSJK37 1,438,166 81,714 SH   SOLE   0 0 81,714
CHEVRON CORP NEW COM 166764100 BBG000K4ND22 512,182 3,247 SH   SOLE   0 0 3,247
NVIDIA CORPORATION COM 67066G104 BBG000BBJQV0 3,471,478 3,842 SH   SOLE   0 0 3,842
ONEOK INC NEW COM 682680103 BBG000BQHGR6 201,948 2,519 SH   SOLE   0 0 2,519
ORACLE COPR COM 68389X105 BBG000BQLTW7 439,509 3,499 SH   SOLE   0 0 3,499
SALESFORCE COM INC COM 79466L302 BBG000BN2DC2 368,644 1,224 SH   SOLE   0 0 1,224
Visa INC COM CL A 92826C839 BBG000PSKYX7 806,262 2,889 SH   SOLE   0 0 2,889
VERIZON COMMUNICATIONS INC COM 92343V104 BBG000HS77T5 1,367,141 32,582 SH   SOLE   0 0 32,582
EA SERIES TRUST ALPHA ARCH 1-3 02072L565 BBG01BBK3Q88 556,786 5,230 SH   SOLE   0 0 5,230
DOLLAR GEN CORP NEW COM 256677105 BBG000NV1KK7 1,111,303 7,121 SH   SOLE   0 0 7,121
ABM INDS INC COM 000957100 BBG000B9YYH7 709,413 15,899 SH   SOLE   0 0 15,899
AMGEN INC COM 031162100 BBG000BBS2Y0 889,922 3,130 SH   SOLE   0 0 3,130
AMERICAN WTR WKS CO INC NEW COM 030420103 BBG000TRJ294 692,808 5,669 SH   SOLE   0 0 5,669
BOISE CASCADE CO DEL COM 09739D100 BBG000RQKCR4 1,329,718 8,670 SH   SOLE   0 0 8,670
DISNEY WALT CO COM DISNEY 254687106 BBG000BH4R78 275,922 2,255 SH   SOLE   0 0 2,255
EQUINIX INC COM 29444U700 BBG000MBDGM6 781,588 947 SH   SOLE   0 0 947
EDWARDS LIFESCIENCES CORP COM 28176E108 BBG000BRXP69 632,129 6,615 SH   SOLE   0 0 6,615
FEDERAL SIGNAL CORP COM 313855108 BBG000BJXWX2 1,344,426 15,841 SH   SOLE   0 0 15,841
HERSHEY CO COM 427866108 BBG000BLHRS2 843,352 4,336 SH   SOLE   0 0 4,336
LILLY ELI & CO COM 532457108 BBG000BNBDC2 2,968,695 3,816 SH   SOLE   0 0 3,816
MCDONALDS CORP COM 580135101 BBG000BNSZP1 794,817 2,819 SH   SOLE   0 0 2,819
MCCORMICK & CO INC COM NON VTG 579780206 BBG000G6Y5W4 403,790 5,257 SH   SOLE   0 0 5,257
PROGRESSIVE CORP OHIO COM 743315103 BBG000BR37X2 760,270 3,676 SH   SOLE   0 0 3,676
TERADYNE INC COM 880770102 BBG000BV4DR6 564,150 5,000 SH   SOLE   0 0 5,000
TAYLOR MORRISON HOME CORP COM 87724P106 BBG003PGJHP5 1,005,786 16,178 SH   SOLE   0 0 16,178
TRANE TECHNOLOGIES PLC SHS G8994E103 BBG000BM6788 1,244,329 4,145 SH   SOLE   0 0 4,145
ISHARES TR CORE S&P US VLU 464287663 BBG000C183Y1 388,078 4,291 SH   SOLE   0 0 4,291
JOHNSON & JOHNSON COM 478160104 BBG000BMHYD1 1,251,599 7,912 SH   SOLE   0 0 7,912
NIO INC SPON ADS 62914V106 BBG00LPXZB46 83,556 18,568 SH   SOLE   0 0 18,568
NOVARTIS AG-SPONSORED ADR Sponsored ADR 66987V109 BBG000LVPLB1 1,472,702 917 SH   SOLE   0 0 917
PINTEREST INC CL A 72352L106 BBG002583CV8 320,420 9,242 SH   SOLE   0 0 9,242
ALTRIA GROUP INC COM 02209S103 BBG000BP6LJ8 336,659 7,718 SH   SOLE   0 0 7,718
AMERICAN TOWER CORP NEW COM 03027X100 BBG000B9XYV2 1,020,157 5,163 SH   SOLE   0 0 5,163
COOPER COS INC COM 216648501 BBG000BG3445 4,688,467 46,210 SH   SOLE   0 0 46,210
KRANESHARES TR QUADRTC INT RT 500767736 BBG00NW3SK84 5,289,530 279,411 SH   SOLE   0 0 279,411
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB30 8,306,849 54,557 SH   SOLE   0 0 54,557
EXXON MOBIL CORP COM 30231G102 BBG000GZQ728 526,335 4,528 SH   SOLE   0 0 4,528
ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG000K6MRN4 504,644 520 SH   SOLE   0 0 520
INVESCO QQQ TR UNIT SER 1 46090E103 BBG000BSWKH7 502,619 1,132 SH   SOLE   0 0 1,132
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG0015VYNT4 335,048 697 SH   SOLE   0 0 697
VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 BBG000QBYWJ8 287,351 2,375 SH   SOLE   0 0 2,375
ZTO EXPRESS CAYMAN INC SPONSORED ADR 98980A105 BBG00DY7QWH1 258,190 12,330 SH   SOLE   0 0 12,330
CISCO SYS INC COM 17275R102 BBG000C3J3C9 750,646 15,040 SH   SOLE   0 0 15,040
DUKE ENERGY CORP NEW COM NEW 26441C204 BBG000BHGDH5 1,561,770 16,149 SH   SOLE   0 0 16,149
ISHARES TR 1 3 YR TREAS BD 464287457 BBG000NTFYM5 872,674 10,671 SH   SOLE   0 0 10,671
ISHARES TR 3 7 YR TREAS BD 464288661 BBG000QN0RR1 360,401 3,112 SH   SOLE   0 0 3,112
ISHARES TR BARCLAYS 7 10 YR 464287440 BBG000BHR296 453,800 4,794 SH   SOLE   0 0 4,794
ISHARES TR IBONDS 27 ETF 46435UAA9 BBG00HPLJN98 440,371 18,503 SH   SOLE   0 0 18,503
SPDR SERIES TRUST BARC SHT TR CP 78464A474 BBG000Q1MZ15 472,242 15,863 SH   SOLE   0 0 15,863
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 BBG000PWZXV6 283,324 4,879 SH   SOLE   0 0 4,879
AMER STATES WTR CO COM 029899101 BBG000F964B6 224,161 3,103 SH   SOLE   0 0 3,103
APPLIED MATLS INC COM 038222105 BBG000BBPFB9 700,151 3,395 SH   SOLE   0 0 3,395
BERKSHIRE HATHAWAY INC DEL CL A 084670108 BBG000DWCFL4 6,344,400 10 SH   SOLE   0 0 10
AMERISOURCEBERGEN CORP COM 03073E105 BBG000MDCQC2 423,532 1,743 SH   SOLE   0 0 1,743
CHARTER COMMUNICATIONS INC N CL A 16119P108 BBG000VPGNR2 262,730 904 SH   SOLE   0 0 904
COCA COLA CO COM 191216100 BBG000BMX289 8,467,985 138,411 SH   SOLE   0 0 138,411
CORE & MAIN INC CL A 21874C102 BBG01163K2X0 622,021 10,865 SH   SOLE   0 0 10,865
CRANE COMPANY COMMON STOCK 224408104 BBG016G0L0Q5 635,516 4,703 SH   SOLE   0 0 4,703
CURTISS WRIGHT CORP COM 231561101 BBG000BGSPS5 608,369 2,377 SH   SOLE   0 0 2,377
DOLE PLC ORD SHS G27907107 BBG011PCV4J9 1,360,020 114,000 SH   SOLE   0 0 114,000
GAMESQUARE HLDGS INC COM 36468G103 BBG00JCW80F9 209,176 151,577 SH   SOLE   0 0 151,577
GARMIN LTD SHS H2906T109 BBG000C4LN67 3,246,259 21,806 SH   SOLE   0 0 21,806
HOME DEPOT INC COM 437076102 BBG000BKZB36 437,304 1,140 SH   SOLE   0 0 1,140
ISHARES TR MSCI EAFE ETF 464287465 BBG000D2KQ55 492,417 6,166 SH   SOLE   0 0 6,166
ISHARES TR CORE S&P500 ETF 464287200 BBG000BVZ4F5 666,100 1,267 SH   SOLE   0 0 1,267
ISHARES MSCI SZ CAP ETF 464286749 BBG000BK5Z27 207,584 4,361 SH   SOLE   0 0 4,361
ISHARES TR S&P 100 ETF 464287101 BBG000DDXQR3 493,830 1,996 SH   SOLE   0 0 1,996
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 BBG01HLMBCG3 1,162,760 17,725 SH   SOLE   0 0 17,725
LOEWS CORP COM 540424108 BBG000C45984 1,036,794 13,243 SH   SOLE   0 0 13,243
OTIS WORLDWIDE CORP COM 68902V107 BBG00RP60KV0 260,484 2,624 SH   SOLE   0 0 2,624
PTC INC COM 69370C100 BBG000C2VBB0 459,691 2,433 SH   SOLE   0 0 2,433
REPUBLIC SVCS INC COM 760759100 BBG000BPXVJ6 288,500 1,507 SH   SOLE   0 0 1,507
SABRA HEALTH CARE REIT INC COM 78573L106 BBG000MTDW24 177,240 12,000 SH   SOLE   0 0 12,000
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG000BJ7007 550,874 2,645 SH   SOLE   0 0 2,645
SPDR INDEX SHS FDS EURO STOXX 50 78463X202 BBG000PG8230 254,342 4,840 SH   SOLE   0 0 4,840
TESLA MTRS INC COM 88160R101 BBG000N9MNX3 786,309 4,473 SH   SOLE   0 0 4,473
UNION PAC CORP COM 907818108 BBG000BW3299 599,577 2,438 SH   SOLE   0 0 2,438
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG000QVFB47 548,960 10,942 SH   SOLE   0 0 10,942
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG000HT88C8 283,242 6,781 SH   SOLE   0 0 6,781
WAYFAIR INC NOTE 0.625%10/0 ADDED 94419LAM3 BBG00WM39FZ7 11,121 12,000 PRN   SOLE   0 0 12,000
MICROSTRATEGY INC CL A NEW 594972408 BBG000GQJPZ0 1,431,830 840 SH   SOLE   0 0 840
BITFARMS LTD COM 09173B107 BBG00PGMZVL8 68,098 22,624 SH   SOLE   0 0 22,624
CIPHER MINING INC COM 17253J106 BBG00XYHY0K2 126,948 24,650 SH   SOLE   0 0 24,650
ISHARES BITCOIN TR SHS 46438F101 BBG01KYQ6PV3 1,155,419 28,550 SH   SOLE   0 0 28,550
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2MY7 6,097,320 36,000 SH   SOLE   0 0 36,000
ROBLOX CORP CL A 771049103 BBG001R1GCT0 310,403 8,130 SH   SOLE   0 0 8,130
BLACKLINE INC NOTE 3/1 ADDED 09239BAD1 BBG00ZL7RVW0 3,291,284 3,631,000 PRN   SOLE   0 0 3,631,000
PINDUODUO INC NOTE 12/0 722304AC6 BBG00Y78WSB1 1,626,240 1,680,000 PRN   SOLE   0 0 1,680,000
ISHARES TR U.S. PFD STK ETF 464288687 BBG000G7K7Q0 870,210 27,000 SH   SOLE   0 0 27,000
ISHARES TR IBOXX INV CP ETF 464287242 BBG000BBV9N3 999,123 9,173 SH   SOLE   0 0 9,173
FASTLY INC NOTE 3/1 ADDED 31188VAB6 BBG00ZHQYVF4 136,512 150,000 PRN   SOLE   0 0 150,000
WIX COM LTD NOTE 8/1 ADDED 92940WAD1 BBG00WLM45F5 1,504,750 1,624,000 PRN   SOLE   0 0 1,624,000
ALTERYX INC NOTE 0.500% 8/0 02156BAD5 BBG00PXGRTS9 148,799 150,000 PRN   SOLE   0 0 150,000
NIO INC NOTE 0.500% 2/0 ADDED 62914VAF3 BBG00YVHRDV1 11,798 13,000 PRN   SOLE   0 0 13,000
ABBOTT LABS COM 002824100 BBG000B9ZXB4 307,791 2,708 SH   SOLE   0 0 2,708
ARCBEST CORP COM 03937C105 BBG000C1PFY5 252,938 1,775 SH   SOLE   0 0 1,775
BECTON DICKINSON & CO COM 075887109 BBG000BCZYD3 247,450 1,000 SH   SOLE   0 0 1,000
BELLRING BRANDS INC COMMON STOCK 07831C103 BBG013QNJHP8 257,076 4,355 SH   SOLE   0 0 4,355
BROADCOM INC COM 11135F101 BBG00KHY5S69 331,353 250 SH   SOLE   0 0 250
CHIPOTLE MEXICAN GRILL INC COM 169656105 BBG000QX74T1 209,287 72 SH   SOLE   0 0 72
ECOLAB INC COM 278865100 BBG000BHKYH4 253,990 1,100 SH   SOLE   0 0 1,100
MEDPACE HLDGS INC COM 58506Q109 BBG0065B7K59 259,464 642 SH   SOLE   0 0 642
MERCK & CO INC COM 58933Y105 BBG000BPD168 308,763 2,340 SH   SOLE   0 0 2,340
RELIANCE STEEL & ALUMINUM CO COM 759509102 BBG000CJ2181 204,518 612 SH   SOLE   0 0 612
SERVICENOW INC COM 81762P102 BBG000M1R011 214,234 281 SH   SOLE   0 0 281
CIGNA CORP NEW COM 125523100 BBG00KXRCDP0 212,466 585 SH   SOLE   0 0 585
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MT8 215,572 2,800 SH   SOLE   0 0 2,800
ISHARES TR CORE S&P MCP ETF 464287507 BBG000BWC7P0 298,841 4,920 SH   SOLE   0 0 4,920
NVENT ELECTRIC PLC SHS G6700G107 BBG00GNT7999 247,840 3,287 SH   SOLE   0 0 3,287
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG000PWXXY5 260,612 3,371 SH   SOLE   0 0 3,371
FREEPORT-MCMORAN INC CL B 35671D857 BBG000BJDB15 381,191 8,107 SH   SOLE   0 0 8,107