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
ADOBE SYSTEMS INCORPORATED COM 00724F101 2,898 5,110 SH   SOLE None 5,110 0 0
AMAZON COM INC COM 023135106 6,762 2,028 SH   SOLE None 2,028 0 0
APTIV PLC SHS G6095L109 7,143 43,306 SH   SOLE None 43,306 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 6,968 115,400 SH   SOLE None 115,400 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106 3,087 24,000 SH   SOLE None 24,000 0 0
DISNEY WALT CO COM 254687106 3,454 22,300 SH   SOLE None 22,300 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 6,162 94,700 SH   SOLE None 94,700 0 0
MICROSOFT CORP COM 594918104 11,323 33,668 SH   SOLE None 33,668 0 0
MONDELEZ INTL INC CL A 609207105 6,982 105,300 SH   SOLE None 105,300 0 0
PEPSICO INC COM 713448108 6,688 38,500 SH   SOLE None 38,500 0 0
PPG INDS INC COM 693506107 4,846 28,101 SH   SOLE None 28,101 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 7,889 65,574 SH   SOLE None 65,574 0 0
UNILEVER PLC SPON ADR NEW 904767704 5,624 104,550 SH   SOLE None 104,550 0 0