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
Alphabet Inc Class A COM 02079K305 9,117 4,989 SH   SOLE   4,989 0 0
AMETEK, Inc COM 031100100 9,868 87,123 SH   SOLE   87,123 0 0
Apple Inc COM 037833100 14,045 106,437 SH   SOLE   106,437 0 0
Applied Materials, Inc. COM 038222105 13,620 140,877 SH   SOLE   140,877 0 0
Dover Corporation COM 260003108 9,652 82,860 SH   SOLE   82,860 0 0
Edwards Lifesciences Corporation COM 28176E108 8,307 100,588 SH   SOLE   100,588 0 0
Fabrinet COM G3323L100 771 9,770 SH   DFND 1 0 9,770 0
Goldman Sachs Group Inc. COM 38141G104 12,312 45,402 SH   SOLE   45,402 0 0
Home Depot, Inc. COM 437076102 8,033 29,661 SH   SOLE   29,661 0 0
Intuitive Surgical, Inc. COM 46120E602 8,912 11,920 SH   SOLE   11,920 0 0
iShares Global Clean Energy ETF ETF 464288224 11,414 383,035 SH   SOLE   383,035 0 0
iShares MSCI Japan ETF ETF 46434G822 2,021 30,165 SH   SOLE   30,165 0 0
iShares MSCI South Korea ETF 464286772 2,242 25,444 SH   SOLE   25,444 0 0
iShares MSCI Taiwan ETF ETF 46434G772 2,368 42,792 SH   SOLE   42,792 0 0
Kansas City Southern COM 485170302 10,059 49,630 SH   SOLE   49,630 0 0
KLA Corporation COM 482480100 12,093 43,178 SH   SOLE   43,178 0 0
Lam Research Corp. COM 512807108 12,888 26,630 SH   SOLE   26,630 0 0
Morgan Stanley COM 617446448 12,314 183,647 SH   SOLE   183,647 0 0
Qualcomm Inc. COM 747525103 11,385 72,848 SH   SOLE   72,848 0 0
Sea Limited ADR 81141R100 10,219 47,155 SH   DFND 1 0 47,155 0
SPDR Gold Shares COM 78463V107 7,924 45,905 SH   SOLE   45,905 0 0
Target Corporation COM 87612E106 9,353 51,627 SH   SOLE   51,627 0 0
Texas Instruments, Inc. COM 882508104 10,011 60,422 SH   SOLE   60,422 0 0
Thermo Fisher Scientific, Inc. COM 883556102 13,334 26,160 SH   SOLE   26,160 0 0
VanEck Vectors Agribusiness ETF ETF 92189F700 9,072 115,115 SH   SOLE   115,115 0 0
VanEck Vectors Vietnam ETF ETF 92189F817 2,067 122,177 SH   SOLE   122,177 0 0
Vanguard Materials ETF ETF 92204A801 7,881 51,427 SH   SOLE   51,427 0 0
Veeva Systems Inc. COM 922475108 9,282 33,577 SH   SOLE   33,577 0 0