| Cummins, Inc.(CMI) | COM | 231021106 | $3.6M | 21,230 | 38.6% |
| Align Technology, Inc.(ALGN) | COM | 016255101 | $3.1M | 16,670 | 33.6% |
| Adobe Systems Inc.(ADBE) | COM | 00724F101 | $2.5M | 16,676 | 26.9% |
| Lam Research Corp.(LRCXEUR) | COM | 512807108 | $4.5K | 24,073 | 0.0% |
| CME Group, Inc.(CME) | COM | 12572Q105 | $4.1K | 30,053 | 0.0% |
| Texas Instruments, Inc.(TXN) | COM | 882508104 | $3.9K | 43,187 | 0.0% |
| Charles Schwab Corporation(SCHW) | COM | 808513105 | $3.8K | 85,907 | 0.0% |
| Parker-Hannifin Corp.(PH) | COM | 701094104 | $3.6K | 20,718 | 0.0% |
| Celgene Corporation(CELG) | COM | 151020104 | $3.5K | 24,260 | 0.0% |
| Blackstone Group LP(BXUSD) | COM | 09253U108 | $3.5K | 105,939 | 0.0% |
| PayPal Holdings, Inc.(PYPL) | COM | 70450Y103 | $3.5K | 54,815 | 0.0% |
| BlackRock, Inc.(BLKCHF) | COM | 09247X101 | $3.5K | 7,813 | 0.0% |
| Facebook, Inc.(META) | COM | 30303M102 | $3.3K | 19,165 | 0.0% |
| Amphenol Corporation(APH) | COM | 032095101 | $2.9K | 34,007 | 0.0% |
| L3 Technologies, Inc. | COM | 502413107 | $2.8K | 14,910 | 0.0% |
| JPMorgan Chase & Co.(JPM) | COM | 46625H100 | $2.7K | 28,116 | 0.0% |
| Eaton Corp. PLC(ETN) | COM | G29183103 | $2.6K | 34,135 | 0.0% |
| Visa, Inc.(V) | COM | 92826C839 | $2.5K | 23,276 | 0.0% |
| Westlake Chemical Corporation(WLK) | COM | 960413102 | $2.4K | 29,185 | 0.0% |
| Cigna Corporation | COM | 125509109 | $2.4K | 12,900 | 0.0% |
| Hilton Worldwide Holdings(HLT) | COM | 43300A203 | $2.4K | 34,715 | 0.0% |
| UnitedHealth Group, Inc.(UNH) | COM | 91324P102 | $2.2K | 11,376 | 0.0% |
| iShares Msci All Country Asia ex Japan ETF(AAXJ) | ETF | 464288182 | $2.1K | 29,163 | 0.0% |
| iShares Msci Germany ETF(EWG) | ETF | 464286806 | $1.3K | 41,436 | 0.0% |
| Spdr S&P Biotech ETF(XBI) | ETF | 78464A870 | $1.3K | 14,510 | 0.0% |
| iShares Msci South Korea ETF(EWY) | ETF | 464286772 | $1.2K | 16,944 | 0.0% |
| iShares Msci Taiwan ETF(EWT) | ETF | 46434G772 | $1.2K | 31,852 | 0.0% |
| iShares Msci Sweden Capped ETF(EWD) | ETF | 464286756 | $1.1K | 29,667 | 0.0% |
| Lumentum Holdings, Inc.(LITE) | COM | 55024U109 | $949 | 17,455 | 0.0% |
| iShares Msci India ETF(INDA) | ETF | 46429B598 | $874 | 26,600 | 0.0% |
| Broadcom Limited(AVGO) | COM | Y09827109 | $873 | 3,600 | 0.0% |
| Fabrinet(FN) | COM | G3323L100 | $782 | 21,095 | 0.0% |
| VanEck Vectors Vietnam ETF(VNM) | ETF | 92189F817 | $417 | 27,950 | 0.0% |
| Spdr S&P Regional Banking ETF(KRE) | ETF | 78464A698 | $85 | 1,495 | 0.0% |
| JB Hunt Transport Services, Inc.(JBHT) | COM | 445658107 | $39 | 355 | 0.0% |
| Amazon.com, Inc.(AMZN) | COM | 023135106 | $38 | 40 | 0.0% |
| iShares Msci Indonesia ETF(EIDO) | ETF | 46429B309 | $26 | 975 | 0.0% |
| Oclaro Inc. | COM | 67555N206 | $18 | 2,080 | 0.0% |
| Acacia Communications, Inc.(ACIA) | COM | 00401C108 | $16 | 345 | 0.0% |