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
Estimated average burden
hours per response: 23.8
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
ALPHABET INC CAP STK CL A 02079K305   20,827,441 173,997 SH   SOLE   173,997 0 0
ALPHABET INC CAP STK CL C 02079K107   4,982,943 41,212 SH   SOLE   41,212 0 0
AMAZON COM INC COM 023135106   16,207,137 124,326 SH   SOLE   124,326 0 0
APPLE INC COM 037833100   33,666,548 173,718 SH   SOLE   173,718 0 0
DONALDSON INC COM 257651109   2,753,753 44,053 SH   SOLE   44,053 0 0
ECOLAB INC COM 278865100   10,059,977 53,886 SH   SOLE   53,886 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   5,578,927 211,724 SH   SOLE   211,724 0 0
INSULET CORP COM 45784P101   2,983,927 10,349 SH   SOLE   10,349 0 0
ISHARES TR CORE US AGGBD ET 464287226   20,200,816 206,236 SH   SOLE   206,236 0 0
JPMORGAN CHASE & CO COM 46625H100   15,001,700 103,147 SH   SOLE   103,147 0 0
MERCK & CO. INC COM 58933Y105   7,097,117 61,506 SH   SOLE   61,506 0 0
MICROSOFT CORP COM 594918104   15,621,591 45,873 SH   SOLE   45,873 0 0
NORTHROP GRUMMAN CORP COM 666807102   5,468,688 11,998 SH   SOLE   11,998 0 0
QUEST DIAGNOSTICS INC COM 74834L100   312,324 2,222 SH   SOLE   2,222 0 0
PROSHARES TR SHORT QQQ NEW 74347B714   340,195 32,185 SH   SOLE   32,185 0 0
PROSHARES TR SHORT S&P 500 NE 74347B425   2,882,321 207,660 SH   SOLE   207,660 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   3,648,267 44,946 SH   SOLE   44,946 0 0
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860   3,810,308 101,096 SH   SOLE   101,096 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   5,150,337 30,330 SH   SOLE   30,330 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308   14,655,176 197,589 SH   SOLE   197,589 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   13,282,291 100,070 SH   SOLE   100,070 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704   8,502,749 79,228 SH   SOLE   79,228 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   5,646,425 86,284 SH   SOLE   86,284 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   15,676,782 90,169 SH   SOLE   90,169 0 0
SPDR GOLD TR GOLD SHS 78463V107   13,007,292 72,964 SH   SOLE   72,964 0 0
UNITEDHEALTH GROUP INC COM 91324P102   7,295,635 15,179 SH   SOLE   15,179 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   7,897,208 51,870 SH   SOLE   51,870 0 0
VISA INC COM CL A 92826C839   8,786,523 36,999 SH   SOLE   36,999 0 0