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

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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 16,630 173,860 SH   SOLE   173,860 0 0
ALPHABET INC CAP STK CL C 02079K107 3,957 41,160 SH   SOLE   41,160 0 0
AMAZON COM INC COM 023135106 14,037 124,220 SH   SOLE   124,220 0 0
APPLE INC COM 037833100 24,018 173,794 SH   SOLE   173,794 0 0
DEXCOM INC COM 252131107 1,871 23,236 SH   SOLE   23,236 0 0
DONALDSON INC COM 257651109 2,159 44,053 SH   SOLE   44,053 0 0
ECOLAB INC COM 278865100 7,775 53,839 SH   SOLE   53,839 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 5,031 211,550 SH   SOLE   211,550 0 0
INSULET CORP COM 45784P101 2,372 10,339 SH   SOLE   10,339 0 0
ISHARES TR CORE US AGGBD ET 464287226 525 5,450 SH   SOLE   5,450 0 0
ISHARES TR RUS 2000 VAL ETF 464287630 6,157 47,755 SH   SOLE   47,755 0 0
JPMORGAN CHASE & CO COM 46625H100 10,770 103,059 SH   SOLE   103,059 0 0
MERCK & CO. INC COM 58933Y105 5,292 61,453 SH   SOLE   61,453 0 0
MICROSOFT CORP COM 594918104 10,674 45,831 SH   SOLE   45,831 0 0
NORTHROP GRUMMAN CORP COM 666807102 5,638 11,988 SH   SOLE   11,988 0 0
QUEST DIAGNOSTICS INC COM 74834L100 273 2,222 SH   SOLE   2,222 0 0
PROSHARES TR SHORT S&P 500 NE 74347B425 8,419 487,216 SH   SOLE   487,216 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 3,652 50,715 SH   SOLE   50,715 0 0
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 3,637 101,000 SH   SOLE   101,000 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 10,476 73,544 SH   SOLE   73,544 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 13,236 198,353 SH   SOLE   198,353 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 9,054 74,758 SH   SOLE   74,758 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 3,306 108,885 SH   SOLE   108,885 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 6,657 80,361 SH   SOLE   80,361 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 5,648 86,209 SH   SOLE   86,209 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 11,143 93,815 SH   SOLE   93,815 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 8,255 53,372 SH   SOLE   53,372 0 0
UNITEDHEALTH GROUP INC COM 91324P102 7,658 15,163 SH   SOLE   15,163 0 0
VANECK ETF TR SEMICONDUCTR ETF 92189F676 2,492 13,461 SH   SOLE   13,461 0 0
VISA INC COM CL A 92826C839 6,568 36,970 SH   SOLE   36,970 0 0