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
APPLE INC COM 037833100 9,418 77,708 SH   SOLE   77,708 0 0
ABBVIE INC COM 00287Y109 2,097 19,792 SH   SOLE   19,792 0 0
ACCENTURE PLC IRELAND COM G1151C101 3,090 11,007 SH   SOLE   11,007 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 1,411 3,010 SH   SOLE   3,010 0 0
AUTOMATIC DATA PROCESSING INC COM COM 053015103 937 4,866 SH   SOLE   4,866 0 0
AUTODESK INC COM 052769106 606 2,255 SH   SOLE   2,255 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 1,258 8,126 SH   SOLE   8,126 0 0
ANTERO MIDSTREAM CORP COM 03676B102 559 60,694 SH   SOLE   60,694 0 0
AMC NETWORKS INC COM 00164V103 287 5,324 SH   SOLE   5,324 0 0
AMEDISYS INC COM 023436108 607 2,241 SH   SOLE   2,241 0 0
AMGEN INC COM 031162100 2,745 10,857 SH   SOLE   10,857 0 0
AMERICAN TOWER CORP COM 03027X100 2,139 8,960 SH   SOLE   8,960 0 0
AMAZON COM INC COM 023135106 3,732 1,223 SH   SOLE   1,223 0 0
AUTONATION INC COM 05329W102 1,682 18,019 SH   SOLE   18,019 0 0
AON PLC COM G0403H108 1,412 6,188 SH   SOLE   6,188 0 0
DIGITAL TURBINE INC COM 25400W102 528 6,988 SH   SOLE   6,988 0 0
BROADCOM INC COM 11135F101 1,656 3,437 SH   SOLE   3,437 0 0
AUTOZONE INC COM 053332102 1,253 887 SH   SOLE   887 0 0
BOOZ ALLEN HAMILTON HLDG CORP CL A COM 099502106 684 8,578 SH   SOLE   8,578 0 0
BEST BUY INC COM 086516101 424 3,561 SH   SOLE   3,561 0 0
BRUNSWICK CORP COM 117043109 562 5,790 SH   SOLE   5,790 0 0
BERKSHIRE HATHAWAY INC DEL COM 084670702 1,903 7,415 SH   SOLE   7,415 0 0
CARDINAL HEALTH INC COM 14149Y108 933 15,084 SH   SOLE   15,084 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 2,047 15,444 SH   SOLE   15,444 0 0
CHEMED CORP NEW COM 16359R103 546 1,177 SH   SOLE   1,177 0 0
COLGATE PALMOLIVE CO COM 194162103 1,946 24,569 SH   SOLE   24,569 0 0
CONTINENTAL RES INC COM 212015101 498 18,648 SH   SOLE   18,648 0 0
CLOROX CO DEL COM 189054109 983 5,167 SH   SOLE   5,167 0 0
COSTCO WHSL CORP NEW COM 22160K105 2,570 7,301 SH   SOLE   7,301 0 0
CROWDSTRIKE HLDGS INC COM 22788C105 845 4,759 SH   SOLE   4,759 0 0
CISCO SYS INC COM 17275R102 3,118 59,313 SH   SOLE   59,313 0 0
COGNIZANT TECHNOLOGY SOLUTIONS CL A COM 192446102 1,404 17,724 SH   SOLE   17,724 0 0
CITRIX SYS INC COM 177376100 841 6,158 SH   SOLE   6,158 0 0
DECKERS OUTDOOR CORP COM 243537107 590 1,769 SH   SOLE   1,769 0 0
DISCOVER FINL SVCS COM 254709108 428 4,419 SH   SOLE   4,419 0 0
DOW INC COM 260557103 1,150 17,975 SH   SOLE   17,975 0 0
DICERNA PHARMACEUTICALS INC COM 253031108 441 18,314 SH   SOLE   18,314 0 0
ELECTRONIC ARTS INC COM 285512109 1,179 8,877 SH   SOLE   8,877 0 0
LAUDER ESTEE COS INC COM 518439104 2,240 7,666 SH   SOLE   7,666 0 0
ENPHASE ENERGY INC COM 29355A107 721 4,742 SH   SOLE   4,742 0 0
EPAM SYS INC COM 29414B104 870 2,246 SH   SOLE   2,246 0 0
ETSY INC COM 29786A106 1,982 9,800 SH   SOLE   9,800 0 0
EAGLE MATLS INC COM 26969P108 676 5,132 SH   SOLE   5,132 0 0
FORD MTR CO DEL COM 345370860 849 69,069 SH   SOLE   69,069 0 0
FACTSET RESH SYS INC COM 303075105 645 1,982 SH   SOLE   1,982 0 0
FIRST HORIZON CORPORATION COM 320517105 1,171 67,893 SH   SOLE   67,893 0 0
FAIR ISAAC CORP COM 303250104 785 1,594 SH   SOLE   1,594 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 1,872 6,725 SH   SOLE   6,725 0 0
1 800 FLOWERS COM INC COM 68243Q106 342 13,099 SH   SOLE   13,099 0 0
FORTINET INC COM 34959E109 1,157 6,333 SH   SOLE   6,333 0 0
GENERAL MLS INC COM 370334104 587 9,641 SH   SOLE   9,641 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 609 14,415 SH   SOLE   14,415 0 0
ALPHABET INC COM 02079K305 2,296 1,134 SH   SOLE   1,134 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 2,216 6,771 SH   SOLE   6,771 0 0
GRAINGER W W INC COM 384802104 760 1,904 SH   SOLE   1,904 0 0
HALLIBURTON CO COM 406216101 1,563 71,748 SH   SOLE   71,748 0 0
HOME DEPOT INC COM 437076102 1,953 6,431 SH   SOLE   6,431 0 0
HP INC COM 40434L105 2,032 64,182 SH   SOLE   64,182 0 0
HUMANA INC COM 444859102 1,222 2,886 SH   SOLE   2,886 0 0
INTERNATIONAL BUSINESS MACHS COM COM 459200101 2,500 18,335 SH   SOLE   18,335 0 0
INTEL CORP COM 458140100 1,142 17,605 SH   SOLE   17,605 0 0
INTUIT COM 461202103 811 2,156 SH   SOLE   2,156 0 0
IRON MTN INC NEW COM 46284V101 629 16,878 SH   SOLE   16,878 0 0
ILLINOIS TOOL WKS INC COM 452308109 1,765 7,756 SH   SOLE   7,756 0 0
JAZZ PHARMACEUTICALS PLC COM G50871105 794 4,720 SH   SOLE   4,720 0 0
HENRY JACK & ASSOC INC COM 426281101 1,203 7,755 SH   SOLE   7,755 0 0
JPMORGAN CHASE & CO. COM 46625H100 3,878 25,008 SH   SOLE   25,008 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 1,885 13,258 SH   SOLE   13,258 0 0
KLA CORP COM 482480100 1,433 4,481 SH   SOLE   4,481 0 0
KIMBERLY-CLARK CORP COM 494368103 1,001 7,303 SH   SOLE   7,303 0 0
LEIDOS HOLDINGS INC COM 525327102 1,457 15,148 SH   SOLE   15,148 0 0
LENNAR CORP COM 526057104 2,082 20,246 SH   SOLE   20,246 0 0
LENNOX INTL INC COM 526107107 853 2,660 SH   SOLE   2,660 0 0
LOWES COS INC COM 548661107 1,958 10,223 SH   SOLE   10,223 0 0
LPL FINL HLDGS INC COM 50212V100 653 4,614 SH   SOLE   4,614 0 0
LOUISIANA PAC CORP COM 546347105 2,114 37,722 SH   SOLE   37,722 0 0
LULULEMON ATHLETICA INC COM 550021109 585 1,866 SH   SOLE   1,866 0 0
MASTERCARD INCORPORATED COM 57636Q104 1,992 5,443 SH   SOLE   5,443 0 0
MANHATTAN ASSOCIATES INC COM 562750109 556 4,678 SH   SOLE   4,678 0 0
MARRIOTT INTL INC NEW COM 571903202 912 6,213 SH   SOLE   6,213 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 704 4,536 SH   SOLE   4,536 0 0
MCKESSON CORP COM 58155Q103 1,979 10,201 SH   SOLE   10,201 0 0
MOODYS CORP COM 615369105 1,319 4,340 SH   SOLE   4,340 0 0
MICHAELS COS INC COM 59408Q106 583 26,580 SH   SOLE   26,580 0 0
MARKETAXESS HLDGS INC COM 57060D108 828 1,600 SH   SOLE   1,600 0 0
3M CO COM 88579Y101 1,128 5,793 SH   SOLE   5,793 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 993 10,845 SH   SOLE   10,845 0 0
MORGAN STANLEY COM 617446448 2,232 27,907 SH   SOLE   27,907 0 0
MSCI INC COM 55354G100 1,010 2,378 SH   SOLE   2,378 0 0
MICROSOFT CORP COM 594918104 3,793 16,043 SH   SOLE   16,043 0 0
MOTOROLA SOLUTIONS INC COM 620076307 613 3,234 SH   SOLE   3,234 0 0
MATCH GROUP INC NEW COM 57667L107 1,293 9,354 SH   SOLE   9,354 0 0
METTLER TOLEDO INTERNATIONAL COM COM 592688105 537 462 SH   SOLE   462 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 1,132 12,159 SH   SOLE   12,159 0 0
NIKE INC COM 654106103 705 5,304 SH   SOLE   5,304 0 0
NOV INC COM 62955J103 966 68,918 SH   SOLE   68,918 0 0
SERVICENOW INC COM 81762P102 2,136 4,317 SH   SOLE   4,317 0 0
NVIDIA CORPORATION COM 67066G104 1,659 3,231 SH   SOLE   3,231 0 0
OLD DOMINION FREIGHT LINE INC COM COM 679580100 1,240 5,263 SH   SOLE   5,263 0 0
ORACLE CORP COM 68389X105 1,303 18,551 SH   SOLE   18,551 0 0
PALO ALTO NETWORKS INC COM 697435105 1,893 5,924 SH   SOLE   5,924 0 0
PROOFPOINT INC COM 743424103 568 4,445 SH   SOLE   4,445 0 0
PROCTER AND GAMBLE CO COM 742718109 1,748 12,912 SH   SOLE   12,912 0 0
PROGRESSIVE CORP COM 743315103 1,914 20,095 SH   SOLE   20,095 0 0
PARKER-HANNIFIN CORP COM 701094104 1,261 3,973 SH   SOLE   3,973 0 0
POLARIS INC COM 731068102 617 4,618 SH   SOLE   4,618 0 0
PHILIP MORRIS INTL INC COM 718172109 1,263 13,948 SH   SOLE   13,948 0 0
PELOTON INTERACTIVE INC COM 70614W100 361 3,400 SH   SOLE   3,400 0 0
PAYPAL HLDGS INC COM 70450Y103 1,181 4,902 SH   SOLE   4,902 0 0
RENEWABLE ENERGY GROUP INC COM 75972A301 449 7,040 SH   SOLE   7,040 0 0
ROBERT HALF INTL INC COM 770323103 610 7,911 SH   SOLE   7,911 0 0
RESMED INC COM 761152107 1,090 5,710 SH   SOLE   5,710 0 0
ROLLINS INC COM 775711104 593 17,347 SH   SOLE   17,347 0 0
ROSS STORES INC COM 778296103 1,069 8,737 SH   SOLE   8,737 0 0
SHERWIN WILLIAMS CO COM 824348106 1,674 2,206 SH   SOLE   2,206 0 0
SIRIUS XM HOLDINGS INC COM 82968B103 590 95,002 SH   SOLE   95,002 0 0
SVB FINANCIAL GROUP COM 78486Q101 707 1,438 SH   SOLE   1,438 0 0
S&P Global Inc COM 78409V104 2,222 6,181 SH   SOLE   6,181 0 0
STANLEY BLACK & DECKER INC COM 854502101 859 4,254 SH   SOLE   4,254 0 0
SYNCHRONY FINANCIAL COM 87165B103 1,108 26,817 SH   SOLE   26,817 0 0
SYSCO CORP COM 871829107 681 8,457 SH   SOLE   8,457 0 0
ATLASSIAN CORP PLC COM G06242104 437 2,054 SH   SOLE   2,054 0 0
TARGET CORP COM 87612E106 739 3,682 SH   SOLE   3,682 0 0
TJX COS INC NEW COM 872540109 675 10,227 SH   SOLE   10,227 0 0
TERMINIX GLOBAL HOLDINGS INC COM COM 88087E100 572 11,717 SH   SOLE   11,717 0 0
TRINET GROUP INC COM 896288107 457 5,814 SH   SOLE   5,814 0 0
TEMPUR SEALY INTERNATIONAL INC COM 88023U101 575 15,157 SH   SOLE   15,157 0 0
PRICE T ROWE GROUP INC COM 74144T108 1,443 8,104 SH   SOLE   8,104 0 0
TRANE TECHNOLOGIES PLC COM G8994E103 1,284 7,639 SH   SOLE   7,639 0 0
TAKE-TWO INTERACTIVE SOFTWARE COM COM 874054109 915 5,253 SH   SOLE   5,253 0 0
TEXAS INSTRS INC COM 882508104 1,255 6,673 SH   SOLE   6,673 0 0
ULTA BEAUTY INC COM 90384S303 508 1,677 SH   SOLE   1,677 0 0
UNITEDHEALTH GROUP INC COM 91324P102 2,075 5,512 SH   SOLE   5,512 0 0
UNION PAC CORP COM 907818108 860 3,859 SH   SOLE   3,859 0 0
UNITED PARCEL SERVICE INC COM 911312106 1,660 9,887 SH   SOLE   9,887 0 0
UNITED RENTALS INC COM 911363109 1,581 4,793 SH   SOLE   4,793 0 0
US BANCORP DEL COM 902973304 1,220 21,719 SH   SOLE   21,719 0 0
VEEVA SYS INC COM 922475108 415 1,632 SH   SOLE   1,632 0 0
VMWARE INC COM 928563402 1,004 6,528 SH   SOLE   6,528 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 1,061 4,946 SH   SOLE   4,946 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 1,612 27,717 SH   SOLE   27,717 0 0
WATERS CORP COM 941848103 883 3,141 SH   SOLE   3,141 0 0
WORKDAY INC COM 98138H101 1,865 7,474 SH   SOLE   7,474 0 0
WALMART INC COM 931142103 2,045 15,134 SH   SOLE   15,134 0 0
WESTERN UN CO COM 959802109 671 26,469 SH   SOLE   26,469 0 0
WORLD WRESTLING ENTMT INC COM 98156Q108 368 6,708 SH   SOLE   6,708 0 0
XILINX INC COM 983919101 1,153 9,370 SH   SOLE   9,370 0 0
YETI HLDGS INC COM 98585X104 608 8,400 SH   SOLE   8,400 0 0
YUM CHINA HLDGS INC COM 98850P109 1,538 25,897 SH   SOLE   25,897 0 0
ZEBRA TECHNOLOGIES CORPORATION CL A COM 989207105 1,048 2,199 SH   SOLE   2,199 0 0
ZOOM VIDEO COMMUNICATIONS INC CL A COM 98980L101 900 2,814 SH   SOLE   2,814 0 0
ZOETIS INC COM 98978V103 1,148 7,354 SH   SOLE   7,354 0 0