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
ABBOTT LABS COM 002824100 223 2,050 SH   SOLE   2,050 0 0
ABBVIE INC COM 00287Y109 281 1,830 SH   SOLE   1,830 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 849 3,058 SH   SOLE   3,058 0 0
ALLEGION PLC ORD SHS G0176J109 26,926 274,942 SH   SOLE   274,942 0 0
ALPHABET INC CAP STK CL C 02079K107 81,828 37,391 SH   SOLE   0 0 0
ALPHABET INC CAP STK CL A 02079K305 5,384 2,469 SH   SOLE   2,469 0 0
AMAZON COM INC COM 023135106 26,314 247,530 SH   SOLE   247,530 0 0
AMERICAN TOWER CORP NEW COM 03027X100 661 2,583 SH   SOLE   2,583 0 0
AMPHENOL CORP NEW CL A 032095101 56,804 882,187 SH   SOLE   882,187 0 0
AON PLC SHS CL A G0403H108 50,015 185,353 SH   SOLE   185,353 0 0
APPLE INC COM 037833100 1,857 13,572 SH   SOLE   13,572 0 0
AUTODESK INC COM 052769106 1,001 5,817 SH   SOLE   5,817 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,229 8,159 SH   SOLE   0 0 0
CANADIAN PAC RY LTD COM 13645T100 587 8,400 SH   SOLE   8,400 0 0
CHAMPIONX CORPORATION COM 15872M104 238 12,000 SH   SOLE   12,000 0 0
CHEVRON CORP NEW COM 166764100 695 4,800 SH   SOLE   4,800 0 0
COCA COLA CO COM 191216100 51,615 819,994 SH   SOLE   819,994 0 0
COMCAST CORP NEW CL A 20030N101 2,731 69,581 SH   SOLE   4,328 0 0
DANAHER CORPORATION COM 235851102 219 865 SH   SOLE   865 0 0
DISNEY WALT CO COM 254687106 226 2,390 SH   SOLE   2,390 0 0
EQUINIX INC COM 29444U700 462 702 SH   SOLE   702 0 0
HOME DEPOT INC COM 437076102 316 1,150 SH   SOLE   1,150 0 0
INSULET CORP COM 45784P101 209 960 SH   SOLE   960 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 17,229 121,891 SH   SOLE   121,891 0 0
INTUIT COM 461202103 42,341 109,812 SH   SOLE   109,812 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 42,277 210,544 SH   SOLE   210,544 0 0
IRON MTN INC NEW COM 46284V101 1,510 30,999 SH   SOLE   30,999 0 0
ISHARES TR GLOBAL TECH ETF 464287291 624 13,650 SH   SOLE   13,650 0 0
JOHNSON & JOHNSON COM 478160104 604 3,396 SH   SOLE   3,396 0 0
JPMORGAN CHASE & CO COM 46625H100 84,481 749,939 SH   SOLE   749,939 0 0
LAUDER ESTEE COS INC CL A 518439104 974 3,821 SH   SOLE   3,821 0 0
LINDE PLC SHS G5494J103 75,180 261,260 SH   SOLE   261,260 0 0
LOCKHEED MARTIN CORP COM 539830109 782 1,818 SH   SOLE   1,818 0 0
MARSH & MCLENNAN COS INC COM 571748102 1,239 7,976 SH   SOLE   7,976 0 0
MASTERCARD INCORPORATED CL A 57636Q104 1,822 5,775 SH   SOLE   5,775 0 0
MICROSOFT CORP COM 594918104 94,025 365,963 SH   SOLE   365,963 0 0
MONDELEZ INTL INC CL A 609207105 11,758 189,360 SH   SOLE   189,360 0 0
NEXTERA ENERGY INC COM 65339F101 786 10,150 SH   SOLE   10,150 0 0
PEPSICO INC COM 713448108 315 1,889 SH   SOLE   1,889 0 0
PFIZER INC COM 717081103 1,507 28,700 SH   SOLE   28,700 0 0
POOL CORP COM 73278L105 31,065 88,426 SH   SOLE   88,426 0 0
S&P GLOBAL INC COM 78409V104 54,508 161,543 SH   SOLE   161,543 0 0
SALESFORCE INC COM 79466L302 338 2,050 SH   SOLE   2,050 0 0
SPDR GOLD TR GOLD SHS 78463V107 17,337 102,936 SH   SOLE   102,936 0 0
SYSCO CORP COM 871829107 593 7,000 SH   SOLE   7,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 57,819 706,484 SH   SOLE   0 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 81,599 149,977 SH   SOLE   149,977 0 0
TJX COS INC NEW COM 872540109 39,998 715,909 SH   SOLE   715,909 0 0
UNION PAC CORP COM 907818108 64,414 301,951 SH   SOLE   301,951 0 0
UNITEDHEALTH GROUP INC COM 91324P102 84,218 163,438 SH   SOLE   163,438 0 0
VALMONT INDS INC COM 920253101 225 1,000 SH   SOLE   1,000 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 537 12,880 SH   SOLE   0 0 0
VANGUARD WORLD FDS FINANCIALS ETF 92204A405 1,281 16,593 SH   SOLE   0 0 0
VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 534 2,265 SH   SOLE   0 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 244 4,812 SH   SOLE   4,812 0 0
VISA INC COM CL A 92826C839 74,414 377,775 SH   SOLE   377,775 0 0
WALMART INC COM 931142103 365 3,000 SH   SOLE   3,000 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 290 957 SH   SOLE   957 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 379 1,920 SH   SOLE   1,920 0 0
XCEL ENERGY INC COM 98389B100 382 5,400 SH   SOLE   5,400 0 0