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
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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
Alphabet Inc Class A COM 02079K305 8,405 4,075 SH   SOLE   4,075 0 0
Ameriprise Financial Inc COM 03076C106 11,263 48,455 SH   SOLE   48,455 0 0
Apple Inc COM 037833100 8,445 69,135 SH   SOLE   69,135 0 0
Applied Materials Inc COM 038222105 14,449 108,151 SH   SOLE   108,151 0 0
Cheniere Energy Inc COM 16411R208 8,431 117,083 SH   SOLE   117,083 0 0
Deere & Company COM 244199105 8,182 21,870 SH   SOLE   21,870 0 0
Eaton Corp. PLC SHS G29183103 8,275 59,840 SH   SOLE   59,840 0 0
ETFMG Prime Cyber Security ETF ETF 26924G201 7,108 129,476 SH   SOLE   129,476 0 0
Fabrinet SHS G3323L100 883 9,770 SH   DFND 1 0 9,770 0
Global X Copper Miners ETF ETF 37954Y830 10,091 283,780 SH   SOLE   283,780 0 0
Goldman Sachs Group Inc. COM 38141G104 12,249 37,459 SH   SOLE   37,459 0 0
Hilton Worldwide Holdings COM 43300A203 7,951 65,755 SH   SOLE   65,755 0 0
Interactive Brokers Group, Inc. CL A COM 45841N107 7,613 104,230 SH   SOLE   104,230 0 0
iShares MSCI Japan ETF ETF 46434G822 10,350 151,045 SH   SOLE   151,045 0 0
iShares MSCI South Korea ETF ETF 464286902 2,282 25,444 SH   SOLE   25,444 0 0
iShares MSCI Taiwan ETF ETF 46434G772 2,566 42,792 SH   SOLE   42,792 0 0
JPMorgan Chase & Co. COM 46625H100 7,152 46,980 SH   SOLE   46,980 0 0
KLA Corporation COM 482480100 10,075 30,494 SH   SOLE   30,494 0 0
Lam Research Corp. COM 512807108 13,054 21,930 SH   SOLE   21,930 0 0
Morgan Stanley COM 617446448 11,846 152,541 SH   SOLE   152,541 0 0
Qualcomm Inc. COM 747525103 6,747 50,884 SH   SOLE   50,884 0 0
Sea Limited ADR 81141R100 8,937 40,035 SH   DFND 1 0 40,035 0
Texas Instruments, Inc. COM 882508104 9,471 50,113 SH   SOLE   50,113 0 0
Thermo Fisher Scientific, Inc. COM 883556102 8,083 17,711 SH   SOLE   17,711 0 0
United Rentals, Inc. COM 911363109 8,544 25,945 SH   SOLE   25,945 0 0
VanEck Vectors Agribusiness ETF ETF 92189F700 10,243 116,787 SH   SOLE   116,787 0 0
VanEck Vectors Vietnam ETF ETF 92189F817 2,211 122,177 SH   SOLE   122,177 0 0