The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| Adobe Systems Inc | COM | 00724F101 | 6,129 | 23,000 | SH | SOLE | 23,000 | 0 | 0 | ||
| American Express Company | COM | 025816109 | 4,551 | 41,635 | SH | SOLE | 41,635 | 0 | 0 | ||
| Ametek, Inc. | COM | 031100100 | 3,639 | 43,860 | SH | SOLE | 43,860 | 0 | 0 | ||
| Blackstone Group LP | COM | 09253U108 | 4,875 | 139,394 | SH | SOLE | 139,394 | 0 | 0 | ||
| Comcast Corp. | COM | 20030N101 | 3,635 | 90,925 | SH | SOLE | 90,925 | 0 | 0 | ||
| Ecolab Inc. | COM | 278865100 | 5,102 | 28,900 | SH | SOLE | 28,900 | 0 | 0 | ||
| Eli Lilly & Company | COM | 532457108 | 5,640 | 43,467 | SH | SOLE | 43,467 | 0 | 0 | ||
| Health Care Select Sector SPDR Fund | ETF | 81369Y209 | 8,681 | 94,619 | SH | SOLE | 94,619 | 0 | 0 | ||
| iShares MSCI Brazil ETF | ETF | 464286400 | 1,317 | 32,130 | SH | SOLE | 32,130 | 0 | 0 | ||
| iShares MSCI Thailand ETF | ETF | 464286624 | 1,274 | 14,425 | SH | SOLE | 14,425 | 0 | 0 | ||
| McDonald's Corporation | COM | 580135101 | 3,126 | 16,460 | SH | SOLE | 16,460 | 0 | 0 | ||
| Merck & Co., Inc. | COM | 58933Y105 | 5,509 | 66,232 | SH | SOLE | 66,232 | 0 | 0 | ||
| Microsoft Corp | COM | 594918104 | 6,825 | 57,867 | SH | SOLE | 57,867 | 0 | 0 | ||
| PayPal Holdings, Inc. | COM | 70450Y103 | 8,052 | 77,543 | SH | SOLE | 77,543 | 0 | 0 | ||
| salesforce.com Inc. | COM | 79466L302 | 5,245 | 33,120 | SH | SOLE | 33,120 | 0 | 0 | ||
| Sea Limited | ADS | 81141R100 | 2,014 | 85,650 | SH | DFND | 1 | 0 | 85,650 | 0 | |
| ServiceNow, Inc. | COM | 81762P102 | 5,187 | 21,045 | SH | SOLE | 21,045 | 0 | 0 | ||
| Splunk Inc | COM | 848637104 | 4,729 | 37,950 | SH | SOLE | 37,950 | 0 | 0 | ||
| TD Ameritrade Holding Corporation | COM | 87236Y108 | 2,828 | 56,581 | SH | SOLE | 56,581 | 0 | 0 | ||
| Texas Instruments, Inc. | COM | 882508104 | 6,123 | 57,724 | SH | SOLE | 57,724 | 0 | 0 | ||
| Thermo Fisher Scientific, Inc. | COM | 883556102 | 6,597 | 24,100 | SH | SOLE | 24,100 | 0 | 0 | ||
| Union Pacific Corp. | COM | 907818108 | 5,167 | 30,906 | SH | SOLE | 30,906 | 0 | 0 | ||
| VanEck Vectors Vietnam ETF | ETF | 92189F817 | 1,830 | 110,524 | SH | SOLE | 110,524 | 0 | 0 | ||
| Vanguard Health Care ETF | ETF | 92204A504 | 3,606 | 20,905 | SH | SOLE | 20,905 | 0 | 0 | ||
| Veeva Systems Inc. | COM | 922475108 | 5,610 | 44,220 | SH | SOLE | 44,220 | 0 | 0 | ||
| Visa, Inc. | COM | 92826C839 | 6,349 | 40,650 | SH | SOLE | 40,650 | 0 | 0 | ||
| Walt Disney, Co /The | COM | 254687106 | 4,726 | 42,569 | SH | SOLE | 42,569 | 0 | 0 | ||