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
Amazon.com, Inc. COM 023135106   3,142,220 17,420 SH   SOLE   17,420 0 0
Ameriprise Financial, Inc. COM 03076C106   4,400,184 10,036 SH   SOLE   10,036 0 0
Applied Materials, Inc. COM 038222105   4,246,894 20,593 SH   SOLE   20,593 0 0
Artista Networks Inc. COM 040413106   3,386,966 11,680 SH   SOLE   11,680 0 0
Blackstone Group LP COM 09260D107   4,048,692 30,819 SH   SOLE   30,819 0 0
Cadence Design Systems Inc. COM 127387108   3,101,283 9,963 SH   SOLE   9,963 0 0
Caterpillar Inc. COM 149123101   4,116,475 11,234 SH   SOLE   11,234 0 0
Cboe Global Markets, Inc. COM 12503M108   2,650,489 14,426 SH   SOLE   14,426 0 0
Cencora, Inc. COM 03073E105   3,265,057 13,437 SH   SOLE   13,437 0 0
Costco Wholesale Corp. COM 22160K105   2,992,794 4,085 SH   SOLE   4,085 0 0
Eaton Corporation plc COM G29183103   5,509,734 17,621 SH   SOLE   17,621 0 0
Hilton Worldwide Holdings Inc. COM 43300A203   3,412,960 16,000 SH   SOLE   16,000 0 0
Ingersoll Rand Inc. COM 45687V106   5,004,720 52,709 SH   SOLE   52,709 0 0
Invesco QQQ ETF ETF 46090E103   4,238,519 9,546 SH   SOLE   9,546 0 0
iShares MSCI India ETF ETF 46429B598   2,114,261 40,982 SH   SOLE   40,982 0 0
iShares MSCI Japan ETF ETF 46434G822   3,984,327 55,842 SH   SOLE   55,842 0 0
iShares MSCI Mexico ETF ETF 464286822   2,037,575 29,398 SH   SOLE   29,398 0 0
KKR & Co Inc. COM 48251W104   4,216,314 41,920 SH   SOLE   41,920 0 0
McKesson Corp. COM 58155Q103   2,823,831 5,260 SH   SOLE   5,260 0 0
Meta Platforms, Inc. COM 30303M102   2,743,527 5,650 SH   SOLE   5,650 0 0
Microsoft Corporation COM 594918104   5,055,792 12,017 SH   SOLE   12,017 0 0
NVIDIA Corporation COM 67066G104   5,208,120 5,764 SH   SOLE   5,764 0 0
Parker-Hannifin Corporation COM 701094104   5,068,249 9,119 SH   SOLE   9,119 0 0
SPDR S&P 500 ETF Trust ETF 78462F103   4,212,283 8,053 SH   SOLE   8,053 0 0
United Rentals, Inc. COM 911363109   3,297,636 4,573 SH   SOLE   4,573 0 0
VanEck Vectors Vietnam ETF ETF 92189F817   786,671 56,595 SH   SOLE   56,595 0 0
Vertex Pharmaceuticals Incorporated COM 92532F100   2,790,217 6,675 SH   SOLE   6,675 0 0
Visa Inc. COM 92826C839   2,977,225 10,668 SH   SOLE   10,668 0 0