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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE INC COM 00724F101 5,015 15,757 SH   SOLE   15,757 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2,568 13,205 SH   DFND 1 0 13,205 0
ALPHABET INC CAP STK CL A 02079K305 4,594 3,954 SH   SOLE   3,954 0 0
AMAZON COM INC COM 023135106 3,640 1,867 SH   SOLE   1,867 0 0
APPLE INC COM 037833100 5,269 20,720 SH   SOLE   20,720 0 0
APPLIED MATLS INC COM 038222105 4,760 103,892 SH   SOLE   103,892 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 5,270 115,657 SH   SOLE   115,657 0 0
DOVER CORP COM 260003108 3,255 38,775 SH   SOLE   38,775 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 4,682 24,820 SH   SOLE   24,820 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 2,831 18,313 SH   SOLE   18,313 0 0
HOME DEPOT INC COM 437076102 3,648 19,536 SH   SOLE   19,536 0 0
HONEYWELL INTL INC COM 438516106 3,096 23,139 SH   SOLE   23,139 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 870 10,035 SH   DFND 1 0 10,035 0
ISHARES INC MSCI TAIWAN ETF 46434G772 1,044 31,670 SH   SOLE   31,670 0 0
JPMORGAN CHASE & CO COM 46625H100 3,846 42,717 SH   SOLE   42,717 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 4,189 32,941 SH   SOLE   32,941 0 0
KLA CORPORATION COM NEW 482480100 4,055 28,212 SH   SOLE   28,212 0 0
LAM RESEARCH CORP COM 512807108 4,939 20,578 SH   SOLE   20,578 0 0
MICROSOFT CORP COM 594918104 5,753 36,481 SH   SOLE   36,481 0 0
SALESFORCE COM INC COM 79466L302 3,278 22,766 SH   SOLE   22,766 0 0
SEA LTD SPONSORED ADS 81141R100 2,846 64,223 SH   DFND 1 0 64,223 0
SPDR SER TR SPDR BLOOMBERG 78468R663 553 6,040 SH   DFND 1 0 6,040 0
TEXAS INSTRS INC COM 882508104 4,031 40,339 SH   SOLE   40,339 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 5,976 21,073 SH   SOLE   21,073 0 0
VANECK VECTORS ETF TR VIETNAM ETF 92189F817 963 92,243 SH   SOLE   92,243 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 4,998 21,004 SH   SOLE   21,004 0 0
VISA INC COM 92826C839 4,058 25,185 SH   SOLE   25,185 0 0
WALMART INC COM 931142103 4,581 40,320 SH   SOLE   40,320 0 0