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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Acacia Communications, Inc. COM 00401C108 12 345 SH   SOLE   345 0 0
Adobe Systems Inc. COM 00724F101 2,552 14,563 SH   SOLE   14,563 0 0
Align Technology, Inc. COM 016255101 4,031 18,144 SH   SOLE   18,144 0 0
Amazon.com, Inc. COM 023135106 47 40 SH   SOLE   40 0 0
Amphenol Corporation COM 032095101 3,359 38,259 SH   SOLE   38,259 0 0
BlackRock, Inc. COM 09247X101 4,521 8,800 SH   SOLE   8,800 0 0
Blackstone Group LP COM 09253U108 3,677 114,822 SH   SOLE   114,822 0 0
CBOE Global Markets Inc. COM 12503M108 3,658 29,360 SH   SOLE   29,360 0 0
Charles Schwab Corporation COM 808513105 4,840 94,218 SH   SOLE   94,218 0 0
Cigna Corporation COM 125509109 2,948 14,517 SH   SOLE   14,517 0 0
CME Group, Inc. COM 12572Q105 4,865 33,313 SH   SOLE   33,313 0 0
Cummins, Inc. COM 231021106 48 270 SH   SOLE   270 0 0
Fabrinet COM G3323L100 17 595 SH   SOLE   595 0 0
Facebook, Inc. COM 30303M102 44 250 SH   SOLE   250 0 0
Global X Lithium & Battery Tech ETF ETF 37954Y855 922 23,780 SH   SOLE   23,780 0 0
Hilton Worldwide Holdings COM 43300A203 3,125 39,125 SH   SOLE   39,125 0 0
Home Depot, Inc. COM 437076102 3,163 16,687 SH   SOLE   16,687 0 0
Honeywell International, Inc. COM 438516106 3,028 19,745 SH   SOLE   19,745 0 0
iShares MSCI All Country Asia ex Japan ETF 464288182 2,525 33,103 SH   SOLE   33,103 0 0
iShares MSCI Germany ETF ETF 464286806 1,368 41,436 SH   SOLE   41,436 0 0
iShares MSCI India ETF ETF 46429B598 1,276 35,380 SH   SOLE   35,380 0 0
iShares MSCI Indonesia ETF ETF 46429B309 28 975 SH   SOLE   975 0 0
iShares MSCI Netherlands ETF ETF 464286814 926 29,185 SH   SOLE   29,185 0 0
iShares MSCI South Korea ETF ETF 464286772 1,569 20,944 SH   SOLE   20,944 0 0
iShares MSCI Sweden ETF ETF 464286756 1,006 29,667 SH   SOLE   29,667 0 0
iShares MSCI Taiwan ETF ETF 46434G772 821 22,682 SH   SOLE   22,682 0 0
JB Hunt Transport Services, Inc. COM 445658107 41 355 SH   SOLE   355 0 0
JPMorgan Chase & Co. COM 46625H100 3,389 31,695 SH   SOLE   31,695 0 0
L3 Technologies, Inc. COM 502413107 3,308 16,719 SH   SOLE   16,719 0 0
Lam Research Corp. COM 512807108 3,476 18,884 SH   SOLE   18,884 0 0
Lumentum Holdings, Inc. COM 55024U109 33 680 SH   SOLE   680 0 0
Marriott International Inc. COM 571903202 3,175 23,393 SH   SOLE   23,393 0 0
Oclaro Inc. COM 67555N206 14 2,080 SH   SOLE   2,080 0 0
Parker-Hannifin Corp. COM 701094104 4,553 22,812 SH   SOLE   22,812 0 0
PayPal Holdings, Inc. COM 70450Y103 3,850 52,291 SH   SOLE   52,291 0 0
SPDR S&P Biotech ETF ETF 78464A870 1,231 14,510 SH   SOLE   14,510 0 0
SPDR S&P Regional Banking ETF ETF 78464A698 88 1,495 SH   SOLE   1,495 0 0
Texas Instruments, Inc. COM 882508104 4,911 47,023 SH   SOLE   47,023 0 0
Union Pacific Corp. COM 907818108 3,219 24,006 SH   SOLE   24,006 0 0
UnitedHealth Group, Inc. COM 91324P102 2,801 12,704 SH   SOLE   12,704 0 0
VanEck Vectors Vietnam ETF ETF 92189F817 1,515 84,715 SH   SOLE   84,715 0 0
Visa, Inc. COM 92826C839 2,985 26,178 SH   SOLE   26,178 0 0
Westlake Chemical Corporation COM 960413102 3,504 32,890 SH   SOLE   32,890 0 0