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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Alphabet Inc. Class A COM 02079K305   2,685,261 19,223 SH   SOLE   19,223 0 0
Amazon.com, Inc. COM 023135106   2,651,353 17,450 SH   SOLE   17,450 0 0
Ameriprise Financial, Inc. COM 03076C106   3,867,049 10,181 SH   SOLE   10,181 0 0
Applied Materials, Inc. COM 038222105   2,945,298 18,173 SH   SOLE   18,173 0 0
Blackstone Group LP COM 09260D107   4,093,345 31,266 SH   SOLE   31,266 0 0
Cadence Design Systems Inc. COM 127387108   2,718,253 9,980 SH   SOLE   9,980 0 0
Cboe Global Markets, Inc. COM 12503M108   2,580,192 14,450 SH   SOLE   14,450 0 0
Cencora, Inc. COM 03073E108   2,786,185 13,566 SH   SOLE   13,566 0 0
Costco Wholesale Corp. COM 22160K105   2,633,719 3,990 SH   SOLE   3,990 0 0
Eaton Corporation plc COM G29183103   4,433,496 18,410 SH   SOLE   18,410 0 0
Hilton Worldwide Holdings Inc. COM 43300A203   2,918,903 16,030 SH   SOLE   16,030 0 0
Ingersoll Rand Inc. COM 45687V106   4,294,149 55,523 SH   SOLE   55,523 0 0
Invesco QQQ ETF ETF 46090E103   4,119,771 10,060 SH   SOLE   10,060 0 0
iShares MSCI Brazil ETF ETF 464286400   1,684,722 48,190 SH   SOLE   48,190 0 0
iShares MSCI India ETF ETF 46429B598   1,465,276 30,020 SH   SOLE   30,020 0 0
iShares MSCI Japan ETF ETF 46434G822   3,778,487 58,910 SH   SOLE   58,910 0 0
iShares MSCI Mexico ETF ETF 464286822   1,774,278 26,150 SH   SOLE   26,150 0 0
KKR & Co Inc. COM 48251W104   3,527,753 42,580 SH   SOLE   42,580 0 0
Kulicke and Soffa Industries, Inc. COM 501242101   684,000 12,500 SH   SOLE   12,500 0 0
McKesson Corp. COM 58155Q103   2,439,905 5,270 SH   SOLE   5,270 0 0
Microsoft Corporation COM 594918104   4,616,267 12,276 SH   SOLE   12,276 0 0
NVIDIA Corporation COM 67066G104   3,843,402 7,761 SH   SOLE   7,761 0 0
Palo Alto Networks Inc. COM 697435105   2,255,832 7,650 SH   SOLE   7,650 0 0
Parker-Hannifin Corporation COM 701094104   4,271,150 9,271 SH   SOLE   9,271 0 0
Sea Limited COM 81141R100   743,580 18,360 SH   DFND 1 0 18,306 0
SPDR S&P 500 ETF Trust ETF 78462F103   4,021,123 8,460 SH   SOLE   8,460 0 0
United Rentals, Inc. COM 911363109   2,858,499 4,985 SH   SOLE   4,985 0 0
UnitedHealth Group Incorporated COM 91324P102   2,395,439 4,550 SH   SOLE   4,550 0 0
VanEck Vectors Vietnam ETF ETF 92189F817   769,774 59,580 SH   SOLE   59,580 0 0
Vertex Pharmaceuticals Incorporated COM 92532F100   2,876,305 7,069 SH   SOLE   7,069 0 0
Visa Inc. COM 92826C839   2,782,881 10,689 SH   SOLE   10,689 0 0
Walmart Inc. COM 931142103   71,100 451 SH   SOLE   451 0 0