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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Ameriprise Financial, Inc. COM 03076C106   10,040,126 32,245 SH   SOLE   32,245 0 0
AmerisourceBergen Corp. COM 03073E105   10,585,389 63,879 SH   SOLE   63,879 0 0
Amphenol Corporation COM 032095101   7,066,477 92,809 SH   SOLE   92,809 0 0
Apple Inc. COM 037833100   6,024,204 46,365 SH   SOLE   46,365 0 0
Applied Materials, Inc. COM 038222105   786,733 8,079 SH   SOLE   8,079 0 0
Arthur J. Gallagher & Co. COM 363576109   9,699,063 51,443 SH   SOLE   51,443 0 0
AutoZone, Inc. COM 053332102   10,388,226 4,192 SH   SOLE   4,192 0 0
Charles Schwab Corporation COM 808513105   10,001,358 120,122 SH   SOLE   120,122 0 0
Cheniere Energy Inc. COM 16411R208   8,843,441 58,972 SH   SOLE   58,972 0 0
Deere & Company COM 244199105   8,252,344 19,247 SH   SOLE   19,247 0 0
Enpase Energy, Inc. COM 29355A107   6,615,786 24,969 SH   SOLE   24,969 0 0
Fabrinet COM G3323L100   1,206,550 9,410 SH   DFND 1 0 9,410 0
Goldman Sachs Group Inc. COM 38141G104   9,907,543 28,853 SH   SOLE   28,853 0 0
ICICI Bank Limited COM 45104G104   1,360,464 62,150 SH   SOLE   62,150 0 0
iShares MSCI India ETF ETF 46429B598   1,975,346 47,325 SH   SOLE   47,325 0 0
iShares Russell 2000 ETF ETF 464287655   9,346,917 53,607 SH   SOLE   53,607 0 0
J.B. Hunt Transport Services, Inc. COM 445658107   7,511,952 43,083 SH   SOLE   43,083 0 0
Morgan Stanley COM 617446448   9,313,771 109,548 SH   SOLE   109,548 0 0
Northrop Grumman Corporation COM 666807102   8,257,807 15,135 SH   SOLE   15,135 0 0
Novo Nordisk A/S COM 670100205   1,772,954 13,100 SH   SOLE   13,100 0 0
Old Dominion Freight Line Inc. COM 679580100   6,669,965 23,504 SH   SOLE   23,504 0 0
Raytheon Company COM 75513E101   8,069,361 79,958 SH   SOLE   79,958 0 0
Sea Limited COM 81141R100   1,129,051 21,700 SH   DFND 1 0 21,700 0
Thermo Fisher Scientific, Inc. COM 883556102   7,220,647 13,112 SH   SOLE   13,112 0 0
UnitedHealth Group Incorporated COM 91324P102   8,543,321 16,114 SH   SOLE   16,114 0 0
Vertex Pharmaceuticals Inc. COM 92532F100   11,328,262 39,155 SH   SOLE   39,228 0 0
Walmart Inc. COM 931142103   8,135,768 57,379 SH   SOLE   57,379 0 0