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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M Co COM 88579y101 612 4,483 SH   SOLE   4,483 0 0
Abbott Laboratories COM 002824100 1,437 18,205 SH   SOLE   18,205 0 0
Abbvie Inc COM 00287y109 3,261 42,805 SH   SOLE   42,805 0 0
Accenture Ltd Bermuda Cl A COM g1151c101 420 2,570 SH   SOLE   2,570 0 0
Adobe Inc COM 00724f101 5,493 17,262 SH   SOLE   17,262 0 0
Advanced Micro Devices Inc COM 007903107 2,219 48,780 SH   SOLE   48,780 0 0
Alphabet Inc Cap Stock Cl A COM 02079k305 7,857 6,762 SH   SOLE   6,762 0 0
Amazon.com Inc COM 023135106 19,456 9,979 SH   SOLE   9,979 0 0
American Express Co COM 025816109 2,242 26,191 SH   SOLE   26,191 0 0
Analog Devices Inc COM 032654105 715 7,970 SH   SOLE   7,970 0 0
AON PLC Cl A COM g0408v102 248 1,500 SH   SOLE   1,500 0 0
Apollo Global Mgmt Inc Com CL COM 03768e105 1,597 47,675 SH   SOLE   47,675 0 0
Apple Inc COM 037833100 5,218 20,520 SH   SOLE   20,520 0 0
Applied Materials Inc COM 038222105 225 4,905 SH   SOLE   4,905 0 0
AT&T Inc COM 00206r102 524 17,975 SH   SOLE   17,975 0 0
Automatic Data Processing Inc COM 053015103 1,408 10,300 SH   SOLE   10,300 0 0
AutoZone Inc COM 053332102 2,494 2,948 SH   SOLE   2,948 0 0
Avalara Inc COM 05338g106 1,565 20,977 SH   SOLE   20,977 0 0
Berkshire Hathaway Inc Cl B COM 084670702 288 1,575 SH   SOLE   1,575 0 0
Boeing Co COM 097023105 2,890 19,376 SH   SOLE   19,376 0 0
Booking Holdings Inc COM 09857l108 424 315 SH   SOLE   315 0 0
Bristol Myers Squibb Co COM 110122108 2,342 42,015 SH   SOLE   42,015 0 0
Caterpillar Inc COM 149123101 569 4,900 SH   SOLE   4,900 0 0
Chevron Corp COM 166764100 263 3,628 SH   SOLE   3,628 0 0
Cintas Corp COM 172908105 676 3,902 SH   SOLE   3,902 0 0
Coca-Cola Co COM 191216100 680 15,365 SH   SOLE   15,365 0 0
Colgate Palmolive Co COM 194162103 665 10,026 SH   SOLE   10,026 0 0
Costco Wholesale Corp COM 22160k105 2,032 7,125 SH   SOLE   7,125 0 0
CSX Corp COM 126408103 578 10,083 SH   SOLE   10,083 0 0
Cummins Inc COM 231021106 332 2,450 SH   SOLE   2,450 0 0
D R Horton Inc COM 23331a109 3,234 95,120 SH   SOLE   95,120 0 0
Disney Walt Co Disney COM 254687106 6,232 64,517 SH   SOLE   64,517 0 0
Docusign Inc COM 256163106 1,141 12,350 SH   SOLE   12,350 0 0
Duke Energy Corp COM 26441c204 243 3,000 SH   SOLE   3,000 0 0
eLot Inc COM 29014q105 0 67,670 SH   SOLE   67,670 0 0
Evercore Partners Inc Class A COM 29977a105 1,291 28,030 SH   SOLE   28,030 0 0
Expeditors Intl Wash Inc COM 302130109 573 8,583 SH   SOLE   8,583 0 0
Exxon Mobil Corp COM 30231g102 924 24,335 SH   SOLE   24,335 0 0
Facebook Inc Cl A COM 30303m102 6,077 36,432 SH   SOLE   36,432 0 0
Ferrari NV COM n3167y103 412 2,700 SH   SOLE   2,700 0 0
Fidelity Natl Information Serv COM 31620m106 749 6,160 SH   SOLE   6,160 0 0
Franco Nevada Corp COM 351858105 1,789 17,975 SH   SOLE   17,975 0 0
General Electric Co COM 369604103 159 20,000 SH   SOLE   20,000 0 0
Healthequity Inc COM 42226a107 2,253 44,535 SH   SOLE   44,535 0 0
Home Depot Inc COM 437076102 8,720 46,705 SH   SOLE   46,705 0 0
Honeywell Intl Inc COM 438516106 1,284 9,600 SH   SOLE   9,600 0 0
Intel Corp COM 458140100 2,440 45,079 SH   SOLE   45,079 0 0
Intercontinental Exchange Inc COM 45866f104 1,978 24,490 SH   SOLE   24,490 0 0
Intuitive Surgical Inc COM 46120e602 2,376 4,798 SH   SOLE   4,798 0 0
Jacobs Engineering Group Inc COM 469814107 963 12,150 SH   SOLE   12,150 0 0
Johnson & Johnson COM 478160104 4,497 34,295 SH   SOLE   34,295 0 0
JPMorgan Chase & Co COM 46625h100 590 6,557 SH   SOLE   6,557 0 0
KLA-Tencor Corp COM 482480100 2,514 17,487 SH   SOLE   17,487 0 0
L3harris Technologies Inc COM 502431109 2,014 11,182 SH   SOLE   11,182 0 0
Lam Research Corp COM 512807108 281 1,170 SH   SOLE   1,170 0 0
Lauder Estee Cos Inc Cl A COM 518439104 1,616 10,140 SH   SOLE   10,140 0 0
Lazard Ltd A COM g54050102 842 35,725 SH   SOLE   35,725 0 0
Linde PLC COM g5494j103 934 5,401 SH   SOLE   5,401 0 0
Lockheed Martin Corp COM 539830109 5,735 16,921 SH   SOLE   16,921 0 0
Lululemon Athletica Inc COM 550021109 1,097 5,787 SH   SOLE   5,787 0 0
MasterCard Inc Cl A COM 57636q104 2,249 9,309 SH   SOLE   9,309 0 0
Merck & Co Inc COM 58933y105 2,116 27,500 SH   SOLE   27,500 0 0
Micron Technology Inc COM 595112103 6,925 164,643 SH   SOLE   164,643 0 0
Microsoft Corp COM 594918104 10,061 63,793 SH   SOLE   63,793 0 0
Mongodb Inc Cl A COM 60937p106 1,962 14,370 SH   SOLE   14,370 0 0
NASDAQ Inc COM 631103108 654 6,890 SH   SOLE   6,890 0 0
Nextera Energy Inc COM 65339f101 1,492 6,200 SH   SOLE   6,200 0 0
Nike Inc Cl B COM 654106103 2,246 27,150 SH   SOLE   27,150 0 0
NVIDIA Corp COM 67066g104 328 1,245 SH   SOLE   1,245 0 0
NXP Semiconductors NV COM n6596x109 5,098 61,470 SH   SOLE   61,470 0 0
Paypal Holdings Inc COM 70450y103 8,210 85,749 SH   SOLE   85,749 0 0
Procter & Gamble Co COM 742718109 1,030 9,367 SH   SOLE   9,367 0 0
Raytheon Co COM 755111507 894 6,815 SH   SOLE   6,815 0 0
Regeneron Pharmaceuticals COM 75886f107 335 686 SH   SOLE   686 0 0
ServiceNow Inc COM 81762p102 840 2,930 SH   SOLE   2,930 0 0
Sherwin Williams Co COM 824348106 498 1,083 SH   SOLE   1,083 0 0
Solaredge Technologies Inc COM 83417m104 698 8,530 SH   SOLE   8,530 0 0
Stoneco Ltd Cl A COM g85158106 1,354 62,175 SH   SOLE   62,175 0 0
Store Cap Corp COM 862121100 886 48,875 SH   SOLE   48,875 0 0
Teladoc Inc COM 87918a105 729 4,700 SH   SOLE   4,700 0 0
Thermo Fisher Scientific Inc COM 883556102 4,825 17,012 SH   SOLE   17,012 0 0
Trane Technologies PLC COM g8994e103 557 6,740 SH   SOLE   6,740 0 0
United Technologies Corp COM 913017109 1,025 10,865 SH   SOLE   10,865 0 0
UnitedHealth Group Inc COM 91324p102 5,152 20,661 SH   SOLE   20,661 0 0
Verizon Communications Inc COM 92343v104 4,263 79,346 SH   SOLE   79,346 0 0
Vertex Pharmaceuticals Inc COM 92532f100 888 3,730 SH   SOLE   3,730 0 0
Walgreens Boots Alliance Inc COM 931427108 213 4,650 SH   SOLE   4,650 0 0
XPO Logistics Inc COM 983793100 1,464 30,034 SH   SOLE   30,034 0 0
Bunge Limited Conv Pfd Perp CONV PREF g16962204 305 3,500 SH   SOLE   3,500 0 0
Alibaba Group Holding Ltd Sp A COM 01609w102 4,004 20,589 SH   SOLE   20,589 0 0
Amarin Corp PLC Sp ADR COM 023111206 406 101,575 SH   SOLE   101,575 0 0
ASML Holding NV NY Registry COM n07059210 368 1,405 SH   SOLE   1,405 0 0
LVMH Moet Hennessy Louis Vuitt COM 502441306 797 10,735 SH   SOLE   10,735 0 0
Sea Ltd ADR COM 81141r100 669 15,100 SH   SOLE   15,100 0 0
Taiwan Semiconductor Mfg Ltd S COM 874039100 658 13,760 SH   SOLE   13,760 0 0
Zto Express Cayman Inc Sp ADR COM 98980a105 310 11,700 SH   SOLE   11,700 0 0
Brookfield Infrast Partners LP MLP g16252101 344 9,575 SH   SOLE   9,575 0 0
Enviva Partners LP MLP 29414j107 214 8,000 SH   SOLE   8,000 0 0
American Tower REIT REIT 03027x100 789 3,625 SH   SOLE   3,625 0 0
Coresite Realty Corp REIT 21870q105 270 2,327 SH   SOLE   2,327 0 0
W P Carey Inc COM 92936u109 526 9,050 SH   SOLE   9,050 0 0
Weyerhaeuser Co COM 962166104 1,114 65,700 SH   SOLE   65,700 0 0