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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMETEK INC COM 031100100 4,032,898 16,669 SH SOLE 16,669 0 0
ANALOG DEVICES INC COM 032654105 3,265,929 8,223 SH SOLE 8,223 0 0
APPLE INC COM 037833100 3,590,379 12,408 SH SOLE 12,408 0 0
CATERPILLAR INC COM 149123101 9,969,594 9,362 SH SOLE 9,362 0 0
CISCO SYS INC COM 17275R102 8,705,313 74,113 SH SOLE 74,113 0 0
CITIGROUP INC COM NEW 172967424 11,026,889 78,786 SH SOLE 78,786 0 0
DEERE & CO COM 244199105 5,885,948 9,279 SH SOLE 9,279 0 0
EBAY INC. COM 278642103 3,989,140 35,697 SH SOLE 35,697 0 0
ELI LILLY & CO COM 532457108 3,676,253 3,065 SH SOLE 3,065 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 10,776,147 10,655 SH SOLE 10,655 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 7,904,015 90,809 SH SOLE 90,809 0 0
ISHARES INC MSCI ISRAEL ETF 464286632 181,065 1,500 SH SOLE 1,500 0 0
ISHARES INC MSCI JAPAN ETF 46434G822 4,402,531 47,202 SH SOLE 47,202 0 0
ISHARES TR MSCI POLAND ETF 46429B606 183,398 4,750 SH SOLE 4,750 0 0
ISHARES INC MSCI STH KOR ETF 464286772 3,327,312 16,480 SH SOLE 16,480 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772 4,712,588 43,390 SH SOLE 43,390 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 2,088,128 6,950 SH SOLE 6,950 0 0
ISHARES TR ISHARES SEMICDTR 464287523 12,044,366 18,797 SH SOLE 18,797 0 0
KLA CORP COM NEW 482480100 5,258,805 17,430 SH SOLE 17,430 0 0
MICRON TECHNOLOGY INC COM 595112103 4,170,450 3,613 SH SOLE 3,613 0 0
MORGAN STANLEY COM NEW 617446448 9,978,315 47,734 SH SOLE 47,734 0 0
NEWMONT CORP COM 651639106 2,623,606 28,090 SH SOLE 28,090 0 0
NVIDIA CORPORATION COM 67066G104 11,134,408 55,647 SH SOLE 55,647 0 0
QUANTA SVCS INC COM 74762E102 5,891,367 8,182 SH SOLE 8,182 0 0
RTX CORPORATION COM 75513E101 2,680,885 14,130 SH SOLE 14,130 0 0
SANDISK CORP COM 80004C200 3,792,582 1,668 SH SOLE 1,668 0 0
SPDR SERIES TRUST ST STR SP BIOT 78464A870 8,590,760 54,286 SH SOLE 54,286 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 5,079,435 10,636 SH SOLE 10,636 0 0