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 5,967 39,404 SH   SOLE   39,404 0 0
ACTIVISION BLIZZARD INC COM 00507V109 180 2,240 SH   SOLE   2,240 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 12,793 27,808 SH   SOLE   27,808 0 0
ADVANCED MICRO DEVICES INC COM 007903107 558 4,678 SH   SOLE   4,678 0 0
AIRBNB INC COM CL A 009066101 185 1,067 SH   SOLE   1,067 0 0
ALIGN TECHNOLOGY INC COM 016255101 100 226 SH   SOLE   226 0 0
ALPHABET INC CAP STK CL A 02079K305 1,479 521 SH   SOLE   521 0 0
ALPHABET INC CAP STK CL C 02079K107 11,674 4,092 SH   SOLE   4,092 0 0
ALTRIA GROUP INC COM 02209S103 2,566 49,300 SH   SOLE   49,300 0 0
AMAZON COM INC COM 023135106 10,610 3,190 SH   SOLE   3,190 0 0
AMERICAN ELEC PWR CO INC COM 025537101 144 1,449 SH   SOLE   1,449 0 0
AMGEN INC COM 031162100 388 1,601 SH   SOLE   1,601 0 0
ANALOG DEVICES INC COM 032654105 250 1,504 SH   SOLE   1,504 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 12,379 201,638 SH   SOLE   201,638 0 0
ANSYS INC COM 03662Q105 80 250 SH   SOLE   250 0 0
APPLE INC COM 037833100 5,028 28,281 SH   SOLE   28,281 0 0
APPLIED MATLS INC COM 038222105 345 2,539 SH   SOLE   2,539 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 163 238 SH   SOLE   238 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 110 1,640 SH   SOLE   1,640 0 0
AUTODESK INC COM 052769106 140 632 SH   SOLE   632 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 275 1,207 SH   SOLE   1,207 0 0
BAIDU INC SPON ADR REP A 056752108 100 695 SH   SOLE   695 0 0
BIOGEN INC COM 09062X103 6,830 32,366 SH   SOLE   32,366 0 0
BK OF AMERICA CORP COM 060505104 21,166 492,240 SH   SOLE   492,240 0 0
BLACKROCK INC COM 09247X101 6,025 7,750 SH   SOLE   7,750 0 0
BOEING CO COM 097023105 6,828 35,031 SH   SOLE   35,031 0 0
BOOKING HOLDINGS INC COM 09857L108 272 117 SH   SOLE   117 0 0
BROADCOM INC COM 11135F101 743 1,177 SH   SOLE   1,177 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 130 797 SH   SOLE   797 0 0
CAMPBELL SOUP CO COM 134429109 6,895 156,344 SH   SOLE   156,344 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 283 496 SH   SOLE   496 0 0
CINTAS CORP COM 172908105 129 298 SH   SOLE   298 0 0
CISCO SYS INC COM 17275R102 669 11,943 SH   SOLE   11,943 0 0
COCA COLA CO COM 191216100 4,297 69,070 SH   SOLE   69,070 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 39,606 433,376 SH   SOLE   433,376 0 0
COMCAST CORP NEW CL A 20030N101 8,986 188,424 SH   SOLE   188,424 0 0
CONOCOPHILLIPS COM 20825C104 17,329 171,407 SH   SOLE   171,407 0 0
CONSTELLATION BRANDS INC CL A 21036P108 9,188 39,420 SH   SOLE   39,420 0 0
CONSTELLATION ENERGY CORP COM 21037T109 54 938 SH   SOLE   938 0 0
COPART INC COM 217204106 87 681 SH   SOLE   681 0 0
COSTCO WHSL CORP NEW COM 22160K105 734 1,274 SH   SOLE   1,274 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 135 598 SH   SOLE   598 0 0
CSX CORP COM 126408103 238 6,306 SH   SOLE   6,306 0 0
DATADOG INC CL A COM 23804L103 114 759 SH   SOLE   759 0 0
DEXCOM INC COM 252131107 145 279 SH   SOLE   279 0 0
DIAGEO PLC SPON ADR NEW 25243Q205 1,050 5,130 SH   SOLE   5,130 0 0
DISNEY WALT CO COM 254687106 5,933 42,088 SH   SOLE   42,088 0 0
DOCUSIGN INC COM 256163106 61 568 SH   SOLE   568 0 0
DOLLAR TREE INC COM 256746108 104 646 SH   SOLE   646 0 0
EBAY INC. COM 278642103 100 1,689 SH   SOLE   1,689 0 0
ECOLAB INC COM 278865100 5,917 32,800 SH   SOLE   32,800 0 0
ELECTRONIC ARTS INC COM 285512109 103 808 SH   SOLE   808 0 0
EMERSON ELEC CO COM 291011104 7,529 76,064 SH   SOLE   76,064 0 0
EQUIFAX INC COM 294429105 6,987 29,171 SH   SOLE   29,171 0 0
ETSY INC COM 29786A106 5,642 41,929 SH   SOLE   41,929 0 0
EXELON CORP COM 30161N101 133 2,818 SH   SOLE   2,818 0 0
FASTENAL CO COM 311900104 99 1,654 SH   SOLE   1,654 0 0
FISERV INC COM 337738108 192 1,875 SH   SOLE   1,875 0 0
FORTINET INC COM 34959E109 158 462 SH   SOLE   462 0 0
GILEAD SCIENCES INC COM 375558103 6,651 111,482 SH   SOLE   111,482 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 6,618 69,358 SH   SOLE   69,358 0 0
HONEYWELL INTL INC COM 438516106 6,350 32,307 SH   SOLE   32,307 0 0
IDEXX LABS INC COM 45168D104 133 242 SH   SOLE   242 0 0
ILLUMINA INC COM 452327109 159 451 SH   SOLE   451 0 0
INTEL CORP COM 458140100 7,817 151,991 SH   SOLE   151,991 0 0
INTUIT COM 461202103 384 814 SH   SOLE   814 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 313 1,028 SH   SOLE   1,028 0 0
INVESCO EXCH TRADED FD TR II CHINA TECHNLGY 46138E800 1,180 24,181 SH   SOLE   24,181 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822 4,138 66,338 SH   SOLE   66,338 0 0
ISHARES INC MSCI RUSSIA ETF 46434G798 0 12,275 SH   SOLE   12,275 0 0
ISHARES TR CORE MSCI EURO 46434V738 2,613 48,085 SH   SOLE   48,085 0 0
ISHARES TR GLOBAL FINLS ETF 464287333 1,967 24,274 SH   SOLE   24,274 0 0
ISHARES TR ISHARES BIOTECH 464287556 995 7,597 SH   SOLE   7,597 0 0
ISHARES TR LATN AMER 40 ETF 464287390 779 25,774 SH   SOLE   25,774 0 0
ISHARES TR MSCI CHINA ETF 46429B671 4,517 82,360 SH   SOLE   82,360 0 0
ISHARES TR MSCI INTL QUALTY 46434V456 3,462 92,697 SH   SOLE   92,697 0 0
ISHARES TR US AER DEF ETF 464288760 1,627 14,512 SH   SOLE   14,512 0 0
JD.COM INC SPON ADR CL A 47215P106 105 1,714 SH   SOLE   1,714 0 0
KELLOGG CO COM 487836108 7,000 109,248 SH   SOLE   109,248 0 0
KEURIG DR PEPPER INC COM 49271V100 2,525 66,197 SH   SOLE   66,197 0 0
KLA CORP COM NEW 482480100 3,484 9,321 SH   SOLE   9,321 0 0
KRAFT HEINZ CO COM 500754106 139 3,518 SH   SOLE   3,518 0 0
LAM RESEARCH CORP COM 512807108 5,998 10,934 SH   SOLE   10,934 0 0
LUCID GROUP INC COM 549498103 126 4,753 SH   SOLE   4,753 0 0
LULULEMON ATHLETICA INC COM 550021109 4,468 11,854 SH   SOLE   11,854 0 0
MARRIOTT INTL INC NEW CL A 571903202 166 938 SH   SOLE   938 0 0
MARVELL TECHNOLOGY INC COM 573874104 177 2,426 SH   SOLE   2,426 0 0
MASCO CORP COM 574599106 5,823 109,153 SH   SOLE   109,153 0 0
MATCH GROUP INC NEW COM 57667L107 91 819 SH   SOLE   819 0 0
MERCADOLIBRE INC COM 58733R102 5,407 4,469 SH   SOLE   4,469 0 0
MERCK & CO INC COM 58933Y105 7,466 90,606 SH   SOLE   90,606 0 0
META PLATFORMS INC CL A 30303M102 20,128 88,337 SH   SOLE   88,337 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 3,340 43,723 SH   SOLE   43,723 0 0
MICRON TECHNOLOGY INC COM 595112103 255 3,219 SH   SOLE   3,219 0 0
MICROSOFT CORP COM 594918104 12,611 40,181 SH   SOLE   40,181 0 0
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 20,779 3,287,781 SH   SOLE   3,287,781 0 0
MODERNA INC COM 60770K107 203 1,158 SH   SOLE   1,158 0 0
MONDELEZ INTL INC CL A 609207105 2,685 42,791 SH   SOLE   42,791 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 122 1,521 SH   SOLE   1,521 0 0
NETEASE INC SPONSORED ADS 64110W102 55 602 SH   SOLE   602 0 0
NETFLIX INC COM 64110L106 487 1,276 SH   SOLE   1,276 0 0
NVIDIA CORPORATION COM 67066G104 1,688 6,097 SH   SOLE   6,097 0 0
OKTA INC CL A 679295105 65 427 SH   SOLE   427 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 103 330 SH   SOLE   330 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 133 191 SH   SOLE   191 0 0
PACCAR INC COM 693718108 89 999 SH   SOLE   999 0 0
PALO ALTO NETWORKS INC COM 697435105 174 283 SH   SOLE   283 0 0
PAYCHEX INC COM 704326107 142 1,037 SH   SOLE   1,037 0 0
PAYPAL HLDGS INC COM 70450Y103 397 3,349 SH   SOLE   3,349 0 0
PEPSICO INC COM 713448108 668 3,977 SH   SOLE   3,977 0 0
PHILIP MORRIS INTL INC COM 718172109 7,421 78,996 SH   SOLE   78,996 0 0
PINDUODUO INC SPONSORED ADS 722304102 56 1,272 SH   SOLE   1,272 0 0
POLARIS INC COM 731068102 6,816 61,473 SH   SOLE   61,473 0 0
PRICE T ROWE GROUP INC COM 74144T108 5,919 38,661 SH   SOLE   38,661 0 0
PROSHARES TR S&P 500 DV ARIST 74348A467 4,134 43,171 SH   SOLE   43,171 0 0
QUALCOMM INC COM 747525103 495 3,240 SH   SOLE   3,240 0 0
REGENERON PHARMACEUTICALS COM 75886F107 212 306 SH   SOLE   306 0 0
ROSS STORES INC COM 778296103 94 1,015 SH   SOLE   1,015 0 0
SALESFORCE COM INC COM 79466L302 17,018 79,176 SH   SOLE   79,176 0 0
SAP SE SPON ADR 803054204 5,836 51,580 SH   SOLE   51,580 0 0
SEAGEN INC COM 81181C104 75 527 SH   SOLE   527 0 0
SERVICENOW INC COM 81762P102 5,453 9,500 SH   SOLE   9,500 0 0
SIRIUS XM HOLDINGS INC COM 82968B103 75 11,350 SH   SOLE   11,350 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 64 471 SH   SOLE   471 0 0
SPLUNK INC COM 848637104 65 456 SH   SOLE   456 0 0
STARBUCKS CORP COM 855244109 301 3,307 SH   SOLE   3,307 0 0
SYNOPSYS INC COM 871607107 146 440 SH   SOLE   440 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 4,870 45,627 SH   SOLE   45,627 0 0
TERADYNE INC COM 880770102 5,785 47,798 SH   SOLE   47,798 0 0
TESLA INC COM 88160R101 1,959 1,791 SH   SOLE   1,791 0 0
TEXAS INSTRS INC COM 882508104 498 2,655 SH   SOLE   2,655 0 0
T-MOBILE US INC COM 872590104 462 3,591 SH   SOLE   3,591 0 0
TYLER TECHNOLOGIES INC COM 902252105 6,554 14,762 SH   SOLE   14,762 0 0
UNILEVER PLC SPON ADR NEW 904767704 39,784 860,000 SH   SOLE   860,000 0 0
VANECK ETF TRUST AGRIBUSINESS ETF 92189F700 1,179 11,185 SH   SOLE   11,185 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 8 215 SH   SOLE   215 0 0
VEEVA SYS INC CL A COM 922475108 7,666 35,823 SH   SOLE   35,823 0 0
VERISIGN INC COM 92343E102 70 316 SH   SOLE   316 0 0
VERISK ANALYTICS INC COM 92345Y106 100 463 SH   SOLE   463 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 80,329 1,556,460 SH   SOLE   1,556,460 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 188 731 SH   SOLE   731 0 0
VIATRIS INC COM 92556V106 10,996 1,000,500 SH   SOLE   1,000,500 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 116,972 6,921,442 SH   SOLE   6,921,442 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 118 2,482 SH   SOLE   2,482 0 0
WELLS FARGO CO NEW COM 949746101 6,594 131,595 SH   SOLE   131,595 0 0
WESTERN UN CO COM 959802109 6,721 349,324 SH   SOLE   349,324 0 0
WORKDAY INC CL A 98138H101 5,042 20,874 SH   SOLE   20,874 0 0
XCEL ENERGY INC COM 98389B100 113 1,564 SH   SOLE   1,564 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 6,635 51,557 SH   SOLE   51,557 0 0
ZIMVIE INC COM 98888T107 118 5,155 SH   SOLE   5,155 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 85 696 SH   SOLE   696 0 0
ZSCALER INC COM 98980G102 96 402 SH   SOLE   402 0 0