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 CAP STK CL A 02079K305 24,818 8,923 SH   SOLE   8,923 0 0
ALPHABET INC CAP STK CL C 02079K107 5,748 2,058 SH   SOLE   2,058 0 0
AMAZON COM INC COM 023135106 20,248 6,211 SH   SOLE   6,211 0 0
APPLE INC COM 037833100 30,967 177,359 SH   SOLE   177,359 0 0
DEXCOM INC COM 252131107 2,972 5,809 SH   SOLE   5,809 0 0
DONALDSON INC COM 257651109 2,288 44,053 SH   SOLE   44,053 0 0
ECOLAB INC COM 278865100 9,506 53,839 SH   SOLE   53,839 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 5,460 211,550 SH   SOLE   211,550 0 0
GLOBAL X FDS US INFR DEV ETF 37954Y673 10,519 371,970 SH   SOLE   371,970 0 0
INSULET CORP COM 45784P101 2,754 10,339 SH   SOLE   10,339 0 0
ISHARES TR CORE US AGGBD ET 464287226 640 5,980 SH   SOLE   5,980 0 0
ISHARES TR RUS 2000 VAL ETF 464287630 7,708 47,755 SH   SOLE   47,755 0 0
JPMORGAN CHASE & CO COM 46625H100 14,049 103,059 SH   SOLE   103,059 0 0
MERCK & CO. INC COM 58933Y105 5,042 61,453 SH   SOLE   61,453 0 0
MICROSOFT CORP COM 594918104 14,130 45,831 SH   SOLE   45,831 0 0
NORTHROP GRUMMAN CORP COM 666807102 5,361 11,988 SH   SOLE   11,988 0 0
QUEST DIAGNOSTICS INC COM 74834L100 304 2,222 SH   SOLE   2,222 0 0
PROSHARES TR SHORT S&P 500 NE 74347B425 4,079 289,485 SH   SOLE   289,485 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 8,295 108,523 SH   SOLE   108,523 0 0
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 4,880 101,000 SH   SOLE   101,000 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 1,590 8,597 SH   SOLE   8,597 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 19,827 261,257 SH   SOLE   261,257 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 18,361 134,030 SH   SOLE   134,030 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 6,885 179,677 SH   SOLE   179,677 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 5,648 54,847 SH   SOLE   54,847 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 8,147 109,421 SH   SOLE   109,421 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 8,007 50,378 SH   SOLE   50,378 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 12,896 71,387 SH   SOLE   71,387 0 0
UNITEDHEALTH GROUP INC COM 91324P102 7,733 15,163 SH   SOLE   15,163 0 0
VANECK ETF TR SEMICONDUCTR ETF 92189F676 8,242 30,549 SH   SOLE   30,549 0 0
VISA INC COM CL A 92826C839 8,199 36,970 SH   SOLE   36,970 0 0