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
AMAZON COM INC COM 023135106 4,583 40,560 SH   SOLE None 40,560 0 0
ANSYS INC COM 03662Q105 2,062 9,300 SH   SOLE None 9,300 0 0
APTIV PLC SHS G6095L109 1,815 23,206 SH   SOLE None 23,206 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 4,719 115,400 SH   SOLE None 115,400 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 5,532 94,700 SH   SOLE None 94,700 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 3,312 21,050 SH   SOLE None 21,050 0 0
LINDE PLC SHS G5494J103 5,392 20,000 SH   SOLE None 20,000 0 0
MICROSOFT CORP COM 594918104 2,915 12,514 SH   SOLE None 12,514 0 0
PAYPAL HLDGS INC COM 70450Y103 4,314 50,120 SH   SOLE None 50,120 0 0
ROCKWELL AUTOMATION INC COM 773903109 2,538 11,800 SH   SOLE None 11,800 0 0
SPDR GOLD TR GOLD SHS 78463V107 5,537 35,800 SH   SOLE None 35,800 0 0
STARBUCKS CORP COM 855244109 5,233 62,100 SH   SOLE None 62,100 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 2,919 42,574 SH   SOLE None 42,574 0 0
UNILEVER PLC SPON ADR NEW 904767704 6,410 146,210 SH   SOLE None 146,210 0 0
VISA INC COM CL A 92826C839 4,885 27,500 SH   SOLE None 27,500 0 0