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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
AGNICO EAGLE MINES LTD COM 008474108 9,579 220,200 SH   SOLE   220,200 0 0
AMAZON COM INC COM 023135106 12,875 7,230 SH   SOLE   7,230 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 12,980 111,985 SH   SOLE   111,985 0 0
ICICI BK LTD ADR 45104G104 13,431 1,172,008 SH   SOLE   1,172,008 0 0
NEWMONT MNG CORP COM 651639106 9,991 279,300 SH   SOLE   279,300 0 0
PAYPAL HLDGS INC COM 70450Y103 7,942 76,480 SH   SOLE   76,480 0 0
SALESFORCE COM INC COM 79466L302 8,299 52,402 SH   SOLE   52,402 0 0
SERVICENOW INC COM 81762P102 8,155 33,086 SH   SOLE   33,086 0 0
SPLUNK INC COM 848637104 7,566 60,726 SH   SOLE   60,726 0 0
TWILIO INC CL A 90138F102 7,645 59,180 SH   SOLE   59,180 0 0
DBX ETF TR XTRACK HRVST CSI 233051879 7,835 272,700 SH   SOLE   272,700 0 0