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
APTIV PLC SHS G6095L109 20,794 150,794 SH   SOLE   150,794 0 0
BUNGE LIMITED COM G16962105 18,271 230,494 SH   SOLE   230,494 0 0
DEERE & CO COM 244199105 28,560 76,336 SH   SOLE   76,336 0 0
DEXCOM INC COM 252131107 11,572 32,200 SH   SOLE   32,200 0 0
EXXON MOBIL CORP COM 30231G102 51,218 917,400 SH   SOLE   917,400 0 0
GENERAL MTRS CO COM 37045V100 21,117 367,500 SH   SOLE   367,500 0 0
MICROSOFT CORP COM 594918104 16,781 71,177 SH   SOLE   71,177 0 0
NEXTERA ENERGY INC COM 65339F101 14,260 188,604 SH   SOLE   188,604 0 0
NXP SEMICONDUCTORS N V COM N6596X109 29,170 144,881 SH   SOLE   144,881 0 0
PENUMBRA INC COM 70975L107 7,143 26,400 SH   SOLE   26,400 0 0
SHOPIFY INC CL A 82509L107 10,461 9,454 SH   SOLE   9,454 0 0
SQUARE INC CL A 852234103 34,082 150,109 SH   SOLE   150,109 0 0
ZENDESK INC COM 98936J101 8,890 67,034 SH   SOLE   67,034 0 0