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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 952 5,618 SH   SOLE   5,618 0 0
ALPHABET INC CLASS A CL A 02079K305 14,402 13,301 SH   SOLE   13,301 0 0
ALPHABET INC CLASS C CL C 02079K107 3,514 3,251 SH   SOLE   3,251 0 0
AMAZON COM INC COM 023135106 13,325 7,037 SH   SOLE   7,037 0 0
APPLE INC COM 037833100 9,601 48,509 SH   SOLE   48,509 0 0
CHEVRON CORP NEW COM 166764100 227 1,821 SH   SOLE   1,821 0 0
DONALDSON INC COM 257651109 2,916 57,334 SH   SOLE   57,334 0 0
ECOLAB INC COM 278865100 12,295 62,271 SH   SOLE   62,271 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 6,356 220,166 SH   SOLE   220,166 0 0
EXXON MOBIL CORP COM 30231G102 284 3,700 SH   SOLE   3,700 0 0
FACEBOOK INC CL A 30303M102 14,799 76,680 SH   SOLE   76,680 0 0
FLEX LTD ORD Y2573F102 1,639 171,233 SH   SOLE   171,233 0 0
ISHARES TR CORE US AGGBD ET 464287226 262 2,350 SH   SOLE   2,350 0 0
ISHARES TR IBOXX HI YD ETF 464288513 9,981 115,000 SH Put SOLE   115,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 1,824 42,500 SH   SOLE   42,500 0 0
ISHARES TR NASDAQ BIOTECH 464287556 3,073 28,166 SH   SOLE   28,166 0 0
JOHNSON & JOHNSON COM 478160104 300 2,156 SH   SOLE   2,156 0 0
JPMORGAN CHASE & CO COM 46625H100 11,521 103,046 SH   SOLE   103,046 0 0
LOCKHEED MARTIN CORP COM 539830109 5,256 14,458 SH   SOLE   14,458 0 0
MICROSOFT CORP COM 594918104 3,335 24,892 SH   SOLE   24,892 0 0
NORFOLK SOUTHERN CORP COM 655844108 544 2,729 SH   SOLE   2,729 0 0
NORTHROP GRUMMAN CORP COM 666807102 4,748 14,696 SH   SOLE   14,696 0 0
ON DECK CAP INC COM 682163100 815 196,323 SH   SOLE   196,323 0 0
QUEST DIAGNOSTICS INC COM 74834L100 328 3,222 SH   SOLE   3,222 0 0
SALESFORCE COM INC COM 79466L302 1,594 10,507 SH   SOLE   10,507 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 2,324 36,484 SH   SOLE   36,484 0 0
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 5,727 155,755 SH   SOLE   155,755 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 3,344 28,055 SH   SOLE   28,055 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 11,034 190,005 SH   SOLE   190,005 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 16,370 176,704 SH   SOLE   176,704 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 3,672 133,046 SH   SOLE   133,046 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 6,017 100,910 SH   SOLE   100,910 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 3,995 51,190 SH   SOLE   51,190 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 12,629 94,813 SH   SOLE   94,813 0 0
UNITEDHEALTH GROUP INC COM 91324P102 3,787 15,521 SH   SOLE   15,521 0 0
VISA INC COM CL A 92826C839 6,269 36,125 SH   SOLE   36,125 0 0
XYLEM INC COM 98419M100 5,413 64,719 SH   SOLE   64,719 0 0