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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 175,178 630,930 SH   SOLE   58,831 0 572,099
AGILENT TECHNOLOGIES INC COM 00846U101 627 5,279 SH   SOLE   5,279 0 0
ALBEMARLE CORP COM 012653101 7,102 33,984 SH   SOLE   33,984 0 0
ALPHABET INC CAP STK CL A 02079K305 192,647 88,400 SH   SOLE   8,951 0 79,449
AMERICAN TOWER CORP NEW COM 03027X100 210,073 821,915 SH   SOLE   75,602 0 746,313
APPLE INC COM 037833100 201,005 1,470,192 SH   SOLE   165,698 0 1,304,494
BLACKSTONE INC COM 09260D107 97,683 1,070,737 SH   SOLE   99,055 0 971,682
CHUBB LIMITED COM H1467J104 148,058 753,168 SH   SOLE   73,013 0 680,155
DANAHER CORPORATION COM 235851102 211,045 832,459 SH   SOLE   76,025 0 756,434
KEYSIGHT TECHNOLOGIES INC COM 49338L103 191,068 1,386,055 SH   SOLE   121,982 0 1,264,073
MASTERCARD INCORPORATED CL A 57636Q104 769 2,439 SH   SOLE   2,439 0 0
MCDONALDS CORP COM 580135101 201,009 814,199 SH   SOLE   73,260 0 740,939
MERCK & CO INC COM 58933Y105 232,297 2,547,955 SH   SOLE   237,492 0 2,310,463
MICROSOFT CORP COM 594918104 328,687 1,279,786 SH   SOLE   126,825 0 1,152,961
NEXTERA ENERGY INC COM 65339F101 267,878 3,458,279 SH   SOLE   304,006 0 3,154,273
NIKE INC CL B 654106103 9,097 89,011 SH   SOLE   89,011 0 0
ON SEMICONDUCTOR CORP COM 682189105 135,296 2,689,256 SH   SOLE   227,381 0 2,461,875
OTIS WORLDWIDE CORP COM 68902V107 13,051 184,675 SH   SOLE   184,675 0 0
PEPSICO INC COM 713448108 200,219 1,201,361 SH   SOLE   103,298 0 1,098,063
PROCTER AND GAMBLE CO COM 742718109 967 6,724 SH   SOLE   6,724 0 0
PROLOGIS INC. COM 74340W103 170,257 1,447,151 SH   SOLE   116,048 0 1,331,103
SCHWAB CHARLES CORP COM 808513105 328 5,189 SH   SOLE   5,189 0 0
SVB FINANCIAL GROUP COM 78486Q101 192 486 SH   SOLE   486 0 0
TESLA INC COM 88160R101 7,587 11,267 SH   SOLE   11,267 0 0
UNITEDHEALTH GROUP INC COM 91324P102 239,166 465,639 SH   SOLE   47,345 0 418,294
WASTE CONNECTIONS INC COM 94106B101 15,494 124,990 SH   SOLE   124,990 0 0
WELLS FARGO CO NEW COM 949746101 9,155 233,721 SH   SOLE   233,721 0 0
ZOETIS INC CL A 98978V103 13,404 77,982 SH   SOLE   77,982 0 0