The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| American Express Company | COM | 025816109 | 5,484 | 46,366 | SH | SOLE | 46,366 | 0 | 0 | ||
| AMETEK, Inc. | COM | 031100100 | 5,888 | 64,123 | SH | SOLE | 64,123 | 0 | 0 | ||
| Applied Materials, Inc. | COM | 038222105 | 7,113 | 142,552 | SH | SOLE | 142,552 | 0 | 0 | ||
| Blackstone Group LP | COM | 09260D107 | 7,631 | 156,255 | SH | SOLE | 156,255 | 0 | 0 | ||
| Comcast Corp. | COM | 20030N101 | 4,560 | 101,155 | SH | SOLE | 101,155 | 0 | 0 | ||
| Dover Corporation | COM | 260003108 | 6,195 | 62,226 | SH | SOLE | 62,226 | 0 | 0 | ||
| Ecolab Inc. | COM | 278865100 | 6,324 | 31,931 | SH | SOLE | 31,931 | 0 | 0 | ||
| Home Depot, Inc. | COM | 437076102 | 5,749 | 24,780 | SH | SOLE | 24,780 | 0 | 0 | ||
| Honeywell International, Inc. | COM | 438516106 | 6,267 | 37,039 | SH | SOLE | 37,039 | 0 | 0 | ||
| Ingersoll-Rand PLC | COM | G47791101 | 6,088 | 49,411 | SH | SOLE | 49,411 | 0 | 0 | ||
| iShares MSCI Thailand ETF | ETF | 464286624 | 1,282 | 14,453 | SH | SOLE | 14,453 | 0 | 0 | ||
| Kansas City Southern | COM | 485170302 | 6,459 | 48,560 | SH | SOLE | 48,560 | 0 | 0 | ||
| KLA Corporation | COM | 482480100 | 6,778 | 42,510 | SH | SOLE | 42,510 | 0 | 0 | ||
| Lam Research Corp. | COM | 512807108 | 7,095 | 30,699 | SH | SOLE | 30,699 | 0 | 0 | ||
| Merck & Co., Inc. | COM | 58933Y105 | 5,434 | 64,549 | SH | SOLE | 64,549 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 8,185 | 58,871 | SH | SOLE | 58,871 | 0 | 0 | ||
| PayPal Holdings, Inc. | COM | 70450Y103 | 6,648 | 64,173 | SH | SOLE | 64,173 | 0 | 0 | ||
| Sea Limited | ADS | 81141R100 | 4,588 | 148,248 | SH | OTR | 1 | 0 | 148,248 | 0 | |
| ServiceNow, Inc. | COM | 81762P102 | 5,834 | 22,984 | SH | SOLE | 22,984 | 0 | 0 | ||
| Texas Instruments, Inc. | COM | 882508104 | 8,832 | 68,341 | SH | SOLE | 68,341 | 0 | 0 | ||
| Thermo Fisher Scientific, Inc. | COM | 883556102 | 7,638 | 26,223 | SH | SOLE | 26,223 | 0 | 0 | ||
| VanEck Vectors Vietnam ETF | ETF | 92189F817 | 1,504 | 92,243 | SH | SOLE | 92,243 | 0 | 0 | ||
| Veeva Systems Inc. | COM | 922475108 | 7,279 | 47,669 | SH | SOLE | 47,669 | 0 | 0 | ||
| Visa, Inc. | COM | 92826C839 | 7,111 | 41,341 | SH | SOLE | 41,341 | 0 | 0 | ||
| Walt Disney, Co /The | COM | 254687106 | 6,073 | 46,604 | SH | SOLE | 46,604 | 0 | 0 | ||