The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ALPHABET INC | CAP STK CL A | 02079K305 | 143,840 | 51,716 | SH | SOLE | NONE | 51,716 | 0 | 0 | |
| APPLIED MATLS INC | COM | 038222105 | 46,969 | 356,368 | SH | SOLE | NONE | 356,368 | 0 | 0 | |
| CERNER CORP | COM | 156782104 | 7,031 | 75,146 | SH | SOLE | NONE | 75,146 | 0 | 0 | |
| CHANGE HEALTHCARE INC | COM | 15912K100 | 6,668 | 305,872 | SH | SOLE | NONE | 305,872 | 0 | 0 | |
| CORNERSTONE BLDG BRANDS INC | COM | 21925D109 | 80 | 3,304 | SH | SOLE | NONE | 3,304 | 0 | 0 | |
| DOCUSIGN INC | COM | 256163106 | 18,803 | 175,533 | SH | SOLE | NONE | 175,533 | 0 | 0 | |
| DOLLAR GEN CORP NEW | COM | 256677105 | 104,211 | 468,090 | SH | SOLE | NONE | 468,090 | 0 | 0 | |
| KLA CORP | COM NEW | 482480100 | 27,669 | 75,587 | SH | SOLE | NONE | 75,587 | 0 | 0 | |
| MERITOR INC | COM | 59001K100 | 833 | 23,424 | SH | SOLE | NONE | 23,424 | 0 | 0 | |
| NIKE INC | CL B | 654106103 | 97,418 | 723,978 | SH | SOLE | NONE | 723,978 | 0 | 0 | |
| PNM RES INC | COM | 69349H107 | 7,172 | 150,450 | SH | SOLE | NONE | 150,450 | 0 | 0 | |
| SPX FLOW INC | COM | 78469X107 | 4,219 | 48,936 | SH | SOLE | NONE | 48,936 | 0 | 0 | |
| SAREPTA THERAPEUTICS INC | COM | 803607100 | 23,103 | 295,733 | SH | SOLE | NONE | 295,733 | 0 | 0 | |
| WELBILT INC | COM | 949090104 | 4,760 | 200,407 | SH | SOLE | NONE | 200,407 | 0 | 0 | |