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

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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 17,399 5,342 SH   SOLE   5,342 0 0
APTIV PLC SHS G6095L109 19,647 150,794 SH   SOLE   150,794 0 0
BUNGE LIMITED COM G16962105 20,165 307,494 SH   SOLE   307,494 0 0
DEERE & CO COM 244199105 20,538 76,336 SH   SOLE   76,336 0 0
EXXON MOBIL CORP COM 30231G102 37,815 917,400 SH   SOLE   917,400 0 0
MICROSOFT CORP COM 594918104 21,169 95,177 SH   SOLE   95,177 0 0
NEXTERA ENERGY INC COM 65339F101 14,551 188,604 SH   SOLE   188,604 0 0
NXP SEMICONDUCTORS N V COM N6596X109 23,038 144,881 SH   SOLE   144,881 0 0
PENUMBRA INC COM 70975L107 4,620 26,400 SH   SOLE   26,400 0 0
SHOPIFY INC CL A 82509L107 10,701 9,454 SH   SOLE   9,454 0 0
SQUARE INC CL A 852234103 32,670 150,109 SH   SOLE   150,109 0 0
ZENDESK INC COM 98936J101 9,594 67,034 SH   SOLE   67,034 0 0