ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 952 5618 SH SOLE 5618 0 0 ALPHABET INC CLASS A CL A 02079K305 14402 13301 SH SOLE 13301 0 0 ALPHABET INC CLASS C CL C 02079K107 3514 3251 SH SOLE 3251 0 0 AMAZON COM INC COM 023135106 13325 7037 SH SOLE 7037 0 0 APPLE INC COM 037833100 9601 48509 SH SOLE 48509 0 0 CHEVRON CORP NEW COM 166764100 227 1821 SH SOLE 1821 0 0 DONALDSON INC COM 257651109 2916 57334 SH SOLE 57334 0 0 ECOLAB INC COM 278865100 12295 62271 SH SOLE 62271 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 6356 220166 SH SOLE 220166 0 0 EXXON MOBIL CORP COM 30231G102 284 3700 SH SOLE 3700 0 0 FACEBOOK INC CL A 30303M102 14799 76680 SH SOLE 76680 0 0 FLEX LTD ORD Y2573F102 1639 171233 SH SOLE 171233 0 0 ISHARES TR CORE US AGGBD ET 464287226 262 2350 SH SOLE 2350 0 0 ISHARES TR IBOXX HI YD ETF 464288513 9981 115000 SH Put SOLE 115000 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 1824 42500 SH SOLE 42500 0 0 ISHARES TR NASDAQ BIOTECH 464287556 3073 28166 SH SOLE 28166 0 0 JOHNSON & JOHNSON COM 478160104 300 2156 SH SOLE 2156 0 0 JPMORGAN CHASE & CO COM 46625H100 11521 103046 SH SOLE 103046 0 0 LOCKHEED MARTIN CORP COM 539830109 5256 14458 SH SOLE 14458 0 0 MICROSOFT CORP COM 594918104 3335 24892 SH SOLE 24892 0 0 NORFOLK SOUTHERN CORP COM 655844108 544 2729 SH SOLE 2729 0 0 NORTHROP GRUMMAN CORP COM 666807102 4748 14696 SH SOLE 14696 0 0 ON DECK CAP INC COM 682163100 815 196323 SH SOLE 196323 0 0 QUEST DIAGNOSTICS INC COM 74834L100 328 3222 SH SOLE 3222 0 0 SALESFORCE COM INC COM 79466L302 1594 10507 SH SOLE 10507 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 2324 36484 SH SOLE 36484 0 0 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 5727 155755 SH SOLE 155755 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 3344 28055 SH SOLE 28055 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 11034 190005 SH SOLE 190005 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 16370 176704 SH SOLE 176704 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 3672 133046 SH SOLE 133046 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 6017 100910 SH SOLE 100910 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 3995 51190 SH SOLE 51190 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 12629 94813 SH SOLE 94813 0 0 UNITEDHEALTH GROUP INC COM 91324P102 3787 15521 SH SOLE 15521 0 0 VISA INC COM CL A 92826C839 6269 36125 SH SOLE 36125 0 0 XYLEM INC COM 98419M100 5413 64719 SH SOLE 64719 0 0