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
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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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   4,997,790 15,622 SH   SOLE   15,622 0 0
ACTIVISION BLIZZARD INC COM 00507V109   722,745 9,339 SH   SOLE   9,339 0 0
ADVANCED MICRO DEVICES INC COM 007903107   5,468,415 53,143 SH   SOLE   53,143 0 0
AFLAC INC COM 001055102   864,732 16,588 SH   SOLE   16,588 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   4,671,570 31,554 SH   SOLE   31,554 0 0
ALLSTATE CORP COM 020002101   978,505 7,686 SH   SOLE   7,686 0 0
AMERICAN EXPRESS CO COM 025816109   4,444,906 26,532 SH   SOLE   26,532 0 0
AMPHENOL CORP NEW CL A 032095101   818,126 11,172 SH   SOLE   11,172 0 0
APPLE INC COM 037833100   938,428 6,632 SH   SOLE   6,632 0 0
BAIDU INC SPON ADR REP A 056752108   4,843,433 31,502 SH   SOLE   31,502 0 0
BANK NEW YORK MELLON CORP COM 064058100   3,790,074 73,111 SH   SOLE   73,111 0 0
BEST BUY INC COM 086516101   1,372,327 12,982 SH   SOLE   12,982 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   661,065 8,331 SH   SOLE   8,331 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   4,661,921 27,976 SH   SOLE   27,976 0 0
BROWN & BROWN INC COM 115236101   975,476 17,592 SH   SOLE   17,592 0 0
CANAAN INC SPONSORED ADS 134748102   2,643,155 432,595 SH   SOLE   432,595 0 0
CHURCH & DWIGHT INC COM 171340102   749,570 9,078 SH   SOLE   9,078 0 0
CINTAS CORP COM 172908105   862,956 2,267 SH   SOLE   2,267 0 0
CISCO SYS INC COM 17275R102   4,250,983 78,100 SH   SOLE   78,100 0 0
CITIGROUP INC COM NEW 172967424   3,983,978 56,768 SH   SOLE   56,768 0 0
CLOROX CO DEL COM 189054109   653,497 3,946 SH   SOLE   3,946 0 0
COGNEX CORP COM 192422103   798,269 9,951 SH   SOLE   9,951 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   4,170,846 18,335 SH   SOLE   18,335 0 0
COSTCO WHSL CORP NEW COM 22160K105   1,188,531 2,645 SH   SOLE   2,645 0 0
D R HORTON INC COM 23331A109   1,215,046 14,470 SH   SOLE   14,470 0 0
DOLLAR GEN CORP NEW COM 256677105   816,103 3,847 SH   SOLE   3,847 0 0
DOMINOS PIZZA INC COM 25754A201   1,959,829 4,109 SH   SOLE   4,109 0 0
FACEBOOK INC CL A 30303M102   3,274,095 9,647 SH   SOLE   9,647 0 0
FACTSET RESH SYS INC COM 303075105   921,022 2,333 SH   SOLE   2,333 0 0
FASTENAL CO COM 311900104   799,749 15,496 SH   SOLE   15,496 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   3,372,406 8,921 SH   SOLE   8,921 0 0
HEICO CORP NEW CL A 422806208   1,305,928 11,027 SH   SOLE   11,027 0 0
HENRY JACK & ASSOC INC COM 426281101   813,902 4,961 SH   SOLE   4,961 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   3,951,041 277,266 SH   SOLE   277,266 0 0
HOME DEPOT INC COM 437076102   1,656,728 5,047 SH   SOLE   5,047 0 0
HUNT J B TRANS SVCS INC COM 445658107   974,725 5,829 SH   SOLE   5,829 0 0
INFOSYS LTD SPONSORED ADR 456788108   3,554,215 159,740 SH   SOLE   159,740 0 0
INTEL CORP COM 458140100   813,053 15,260 SH   SOLE   15,260 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   3,857,608 33,597 SH   SOLE   33,597 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   5,714,886 41,135 SH   SOLE   41,135 0 0
INTUIT COM 461202103   1,266,230 2,347 SH   SOLE   2,347 0 0
JD.COM INC SPON ADR CL A 47215P106   4,682,163 64,814 SH   SOLE   64,814 0 0
JPMORGAN CHASE & CO COM 46625H100   5,149,687 31,460 SH   SOLE   31,460 0 0
KLA CORP COM NEW 482480100   1,058,055 3,163 SH   SOLE   3,163 0 0
KROGER CO COM 501044101   1,014,308 25,088 SH   SOLE   25,088 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   1,069,926 4,858 SH   SOLE   4,858 0 0
LAM RESEARCH CORP COM 512807108   956,172 1,680 SH   SOLE   1,680 0 0
MARATHON DIGITAL HOLDINGS IN COM 565788106   3,886,235 123,060 SH   SOLE   123,060 0 0
MARKETAXESS HLDGS INC COM 57060D108   594,856 1,414 SH   SOLE   1,414 0 0
MASTERCARD INCORPORATED CL A 57636Q104   5,083,082 14,620 SH   SOLE   14,620 0 0
MCCORMICK & CO INC COM NON VTG 579780206   700,261 8,642 SH   SOLE   8,642 0 0
MERCK & CO INC COM 58933Y105   493,403 6,569 SH   SOLE   6,569 0 0
MICRON TECHNOLOGY INC COM 595112103   3,613,095 50,903 SH   SOLE   50,903 0 0
MICROSOFT CORP COM 594918104   5,631,070 19,974 SH   SOLE   19,974 0 0
MICROSTRATEGY INC CL A NEW 594972408   4,916,978 8,501 SH   SOLE   8,501 0 0
MOODYS CORP COM 615369105   1,066,750 3,004 SH   SOLE   3,004 0 0
NASDAQ INC COM 631103108   4,534,619 23,493 SH   SOLE   23,493 0 0
NORDSON CORP COM 655663102   1,543,212 6,480 SH   SOLE   6,480 0 0
NVIDIA CORPORATION COM 67066G104   5,614,450 27,102 SH   SOLE   27,102 0 0
ORACLE CORP COM 68389X105   4,634,358 53,189 SH   SOLE   53,189 0 0
OVERSTOCK COM INC DEL COM 690370101   5,891,843 75,614 SH   SOLE   75,614 0 0
PAYPAL HLDGS INC COM 70450Y103   5,280,442 20,293 SH   SOLE   20,293 0 0
PRICE T ROWE GROUP INC COM 74144T108   1,082,834 5,505 SH   SOLE   5,505 0 0
PROCTER AND GAMBLE CO COM 742718109   828,035 5,923 SH   SOLE   5,923 0 0
ROBINHOOD MKTS INC COM CL A 770700102   5,123,324 121,752 SH   SOLE   121,752 0 0
S&P GLOBAL INC COM 78409V104   1,149,752 2,706 SH   SOLE   2,706 0 0
SAP SE SPON ADR 803054204   4,994,589 36,986 SH   SOLE   36,986 0 0
SHERWIN WILLIAMS CO COM 824348106   945,208 3,379 SH   SOLE   3,379 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104   4,845,495 17,796 SH   SOLE   17,796 0 0
SILVERGATE CAP CORP CL A 82837P408   5,144,948 44,545 SH   SOLE   44,545 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   934,962 5,674 SH   SOLE   5,674 0 0
SQUARE INC CL A 852234103   5,097,080 21,252 SH   SOLE   21,252 0 0
STERIS PLC SHS USD G8473T100   880,855 4,312 SH   SOLE   4,312 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   3,689,586 33,046 SH   SOLE   33,046 0 0
TERADYNE INC COM 880770102   737,771 6,758 SH   SOLE   6,758 0 0
TEXAS INSTRS INC COM 882508104   4,891,937 25,451 SH   SOLE   25,451 0 0
TRACTOR SUPPLY CO COM 892356106   1,250,712 6,173 SH   SOLE   6,173 0 0
UNITEDHEALTH GROUP INC COM 91324P102   1,146,822 2,935 SH   SOLE   2,935 0 0
VISA INC COM CL A 92826C839   4,606,025 20,678 SH   SOLE   20,678 0 0
WALMART INC COM 931142103   3,531,053 25,334 SH   SOLE   25,334 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   1,329,235 3,131 SH   SOLE   3,131 0 0
ZOETIS INC CL A 98978V103   392,357 2,021 SH   SOLE   2,021 0 0