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 3,311 28,312 SH   SOLE   28,312 0 0
ABBVIE INC COM 00287Y109 1,909 21,776 SH   SOLE   21,776 0 0
ABBOTT LABS COM 002824100 2,056 18,753 SH   SOLE   18,753 0 0
ACCENTURE PLC IRELAND COM G1151C101 2,249 9,836 SH   SOLE   9,836 0 0
AMAZON COM INC COM 023135106 4,897 1,490 SH   SOLE   1,490 0 0
AUTONATION INC COM 05329W102 1,963 32,416 SH   SOLE   32,416 0 0
ANSYS INC COM 03662Q105 2,483 7,374 SH   SOLE   7,374 0 0
AON PLC COM G0403H108 1,870 8,940 SH   SOLE   8,940 0 0
ACTIVISION BLIZZARD INC COM 00507V109 1,096 14,020 SH   SOLE   14,020 0 0
ALIBABA GROUP HLDG LTD COM 01609W102 2,695 8,994 SH   SOLE   8,994 0 0
BK OF AMERICA CORP COM 060505104 1,949 76,877 SH   SOLE   76,877 0 0
BROWN FORMAN CORP COM 115637209 2,049 26,136 SH   SOLE   26,136 0 0
BERKSHIRE HATHAWAY INC DEL COM 084670702 2,698 12,512 SH   SOLE   12,512 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 1,902 16,996 SH   SOLE   16,996 0 0
COLGATE PALMOLIVE CO COM 194162103 1,723 21,603 SH   SOLE   21,603 0 0
CLOROX CO DEL COM 189054109 1,558 7,256 SH   SOLE   7,256 0 0
COSTCO WHSL CORP NEW COM 22160K105 1,986 5,376 SH   SOLE   5,376 0 0
COSTAR GROUP INC COM 22160N109 2,348 2,686 SH   SOLE   2,686 0 0
DISNEY WALT CO COM 254687106 2,042 16,343 SH   SOLE   16,343 0 0
LAUDER ESTEE COS INC COM 518439104 1,894 8,434 SH   SOLE   8,434 0 0
ETSY INC COM 29786A106 2,445 16,672 SH   SOLE   16,672 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 1,749 20,857 SH   SOLE   20,857 0 0
FACEBOOK INC COM 30303M102 3,470 13,125 SH   SOLE   13,125 0 0
FLIR SYS INC COM 302445101 1,557 41,502 SH   SOLE   41,502 0 0
FORTINET INC COM 34959E109 1,634 12,950 SH   SOLE   12,950 0 0
GILEAD SCIENCES INC COM 375558103 1,725 27,033 SH   SOLE   27,033 0 0
ALPHABET INC COM 02079K305 1,882 1,246 SH   SOLE   1,246 0 0
HALLIBURTON CO COM 406216101 1,456 115,757 SH   SOLE   115,757 0 0
HOME DEPOT INC COM 437076102 2,409 8,427 SH   SOLE   8,427 0 0
HP INC COM 40434L105 1,854 95,746 SH   SOLE   95,746 0 0
HERSHEY CO COM 427866108 1,493 10,254 SH   SOLE   10,254 0 0
HUMANA INC COM 444859102 2,275 5,250 SH   SOLE   5,250 0 0
ILLUMINA INC COM 452327109 1,620 4,781 SH   SOLE   4,781 0 0
INTUITIVE SURGICAL INC COM 46120E602 2,142 2,903 SH   SOLE   2,903 0 0
HENRY JACK & ASSOC INC COM 426281101 1,401 8,523 SH   SOLE   8,523 0 0
JPMORGAN CHASE & CO. COM 46625H100 3,309 32,707 SH   SOLE   32,707 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 1,756 16,685 SH   SOLE   16,685 0 0
CARMAX INC COM 143130102 1,636 17,233 SH   SOLE   17,233 0 0
LEIDOS HOLDINGS INC COM 525327102 1,514 16,668 SH   SOLE   16,668 0 0
LENNAR CORP COM 526057104 2,048 24,366 SH   SOLE   24,366 0 0
LINDE PLC COM G5494J103 1,336 5,572 SH   SOLE   5,572 0 0
LOCKHEED MARTIN CORP COM 539830109 1,641 4,254 SH   SOLE   4,254 0 0
LOWES COS INC COM 548661107 1,948 11,247 SH   SOLE   11,247 0 0
LOUISIANA PAC CORP COM 546347105 2,208 69,698 SH   SOLE   69,698 0 0
LULULEMON ATHLETICA INC COM 550021109 1,825 5,269 SH   SOLE   5,269 0 0
MASTERCARD INCORPORATED COM 57636Q104 2,109 5,987 SH   SOLE   5,987 0 0
MARRIOTT INTL INC NEW COM 571903202 2,051 20,651 SH   SOLE   20,651 0 0
MOODYS CORP COM 615369105 1,908 6,477 SH   SOLE   6,477 0 0
MEDTRONIC PLC COM G5960L103 1,923 17,697 SH   SOLE   17,697 0 0
MARKETAXESS HLDGS INC COM 57060D108 2,002 3,836 SH   SOLE   3,836 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 2,056 25,410 SH   SOLE   25,410 0 0
MORNINGSTAR INC COM 617700109 1,302 7,226 SH   SOLE   7,226 0 0
MORGAN STANLEY COM 617446448 1,856 38,021 SH   SOLE   38,021 0 0
MSCI INC COM 55354G100 1,916 5,439 SH   SOLE   5,439 0 0
MICROSOFT CORP COM 594918104 4,622 21,418 SH   SOLE   21,418 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 1,931 26,464 SH   SOLE   26,464 0 0
NEWMONT CORP COM 651639106 1,691 26,928 SH   SOLE   26,928 0 0
NICE LTD COM 653656108 2,356 10,013 SH   SOLE   10,013 0 0
NIKE INC COM 654106103 2,774 21,179 SH   SOLE   21,179 0 0
SERVICENOW INC COM 81762P102 1,989 3,912 SH   SOLE   3,912 0 0
NORFOLK SOUTHN CORP COM 655844108 1,989 9,111 SH   SOLE   9,111 0 0
NVIDIA CORPORATION COM 67066G104 3,666 6,660 SH   SOLE   6,660 0 0
OLD DOMINION FREIGHT LINE INC COM COM 679580100 2,832 14,178 SH   SOLE   14,178 0 0
PROGRESSIVE CORP COM 743315103 2,208 22,111 SH   SOLE   22,111 0 0
PROTO LABS INC COM 743713109 2,618 17,365 SH   SOLE   17,365 0 0
PELOTON INTERACTIVE INC COM 70614W100 1,539 12,517 SH   SOLE   12,517 0 0
REGENERON PHARMACEUTICALS COM 75886F107 1,580 2,625 SH   SOLE   2,625 0 0
ROCKWELL AUTOMATION INC COM 773903109 2,111 8,642 SH   SOLE   8,642 0 0
BOSTON BEER INC COM 100557107 2,433 2,650 SH   SOLE   2,650 0 0
STARBUCKS CORP COM 855244109 2,003 22,264 SH   SOLE   22,264 0 0
S&P Global Inc COM 78409V104 2,123 5,952 SH   SOLE   5,952 0 0
TERADYNE INC COM 880770102 1,402 16,285 SH   SOLE   16,285 0 0
THOR INDS INC COM 885160101 1,441 14,919 SH   SOLE   14,919 0 0
TREX CO INC COM 89531P105 1,917 24,512 SH   SOLE   24,512 0 0
TRANE TECHNOLOGIES PLC COM G8994E103 2,176 16,856 SH   SOLE   16,856 0 0
TEXAS INSTRS INC COM 882508104 2,171 14,390 SH   SOLE   14,390 0 0
UNITEDHEALTH GROUP INC COM 91324P102 2,446 7,464 SH   SOLE   7,464 0 0
UNITED PARCEL SERVICE INC COM 911312106 1,900 10,879 SH   SOLE   10,879 0 0
UNITED RENTALS INC COM 911363109 2,046 10,392 SH   SOLE   10,392 0 0
VISA INC COM 92826C839 1,814 8,780 SH   SOLE   8,780 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 1,469 5,442 SH   SOLE   5,442 0 0
WAYFAIR INC COM 94419L101 1,844 6,227 SH   SOLE   6,227 0 0
WORKDAY INC COM 98138H101 1,856 8,223 SH   SOLE   8,223 0 0
WALMART INC COM 931142103 2,377 16,654 SH   SOLE   16,654 0 0
YUM CHINA HLDGS INC COM 98850P109 2,182 40,415 SH   SOLE   40,415 0 0
ZILLOW GROUP INC COM 98954M200 2,140 20,527 SH   SOLE   20,527 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 1,866 12,609 SH   SOLE   12,609 0 0
ZOOM VIDEO COMMUNICATIONS INC CL A COM 98980L101 1,829 3,715 SH   SOLE   3,715 0 0
ZOETIS INC COM 98978V103 2,608 15,769 SH   SOLE   15,769 0 0