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 |
| ADOBE INC | COM | 00724F101 | 9,635 | 19,265 | SH | SOLE | 19,265 | 0 | 0 | ||
| AMAZON.COM INC | COM | 023135106 | 7,263 | 2,230 | SH | SOLE | 2,230 | 0 | 0 | ||
| BOSTON SCIENTIFIC CORP | COM | 101137107 | 3,853 | 107,175 | SH | SOLE | 107,175 | 0 | 0 | ||
| COOPER COS INC | COM NEW | 216648402 | 3,588 | 9,875 | SH | SOLE | 9,875 | 0 | 0 | ||
| CITI TRENDS INC | COM | 17306X102 | 2,628 | 52,906 | SH | SOLE | 52,906 | 0 | 0 | ||
| DOLLAR GENERAL CORP | COM | 256677105 | 4,558 | 21,675 | SH | SOLE | 21,675 | 0 | 0 | ||
| DRAFTKINGS INC | COM CL A | 26142R104 | 2,829 | 60,750 | SH | SOLE | 60,750 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 3,143 | 21,885 | SH | SOLE | 21,885 | 0 | 0 | ||
| LAUDER ESTEE COS INC | CL A | 518439104 | 5,350 | 20,098 | SH | SOLE | 20,098 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 15,314 | 56,061 | SH | SOLE | 56,061 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 7,712 | 4,400 | SH | SOLE | 4,400 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 11,399 | 6,507 | SH | SOLE | 6,507 | 0 | 0 | ||
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 5,821 | 22,075 | SH | SOLE | 22,075 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 6,769 | 25,482 | SH | SOLE | 25,482 | 0 | 0 | ||
| IDEXX LABS INC | COM | 45168D104 | 3,724 | 7,450 | SH | SOLE | 7,450 | 0 | 0 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 1,572 | 12,368 | SH | SOLE | 12,368 | 0 | 0 | ||
| LUMINAR TECHNOLOGIES INC | COM CL A | 550424105 | 408 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
| LULULEMON ATHLETICA INC | COM | 550021109 | 4,267 | 12,260 | SH | SOLE | 12,260 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 11,984 | 33,574 | SH | SOLE | 33,574 | 0 | 0 | ||
| MARRIOTT INTERNATIONAL - CL A | CL A | 571903202 | 4,442 | 33,675 | SH | SOLE | 33,675 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 4,647 | 20,895 | SH | SOLE | 20,895 | 0 | 0 | ||
| NATIONAL ENERGY SERVICES REU | SHS | G6375R107 | 5,382 | 541,990 | SH | SOLE | 541,990 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 2,771 | 5,125 | SH | SOLE | 5,125 | 0 | 0 | ||
| NUANCE COMMUNICATIONS INC | COM | 67020Y100 | 2,344 | 53,175 | SH | SOLE | 53,175 | 0 | 0 | ||
| OPENDOOR TECHNOLOGIES INC | COM | 683712103 | 568 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| PROCTER & GAMBLE CO/THE | COM | 742718109 | 2,974 | 21,375 | SH | SOLE | 21,375 | 0 | 0 | ||
| PAYPAL HOLDINGS INC | COM | 70450Y103 | 11,829 | 50,510 | SH | SOLE | 50,510 | 0 | 0 | ||
| RED ROCK RESORTS INC | CL A | 75700L108 | 4,347 | 173,600 | SH | SOLE | 173,600 | 0 | 0 | ||
| SCOTTS MIRACLE-GRO CO | CL A | 810186106 | 8,749 | 43,935 | SH | SOLE | 43,935 | 0 | 0 | ||
| SNOWFLAKE INC-CLASS A | CL A | 833445109 | 2,216 | 7,875 | SH | SOLE | 7,875 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 2,029 | 2,875 | SH | SOLE | 2,875 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 4,579 | 7,400 | SH | SOLE | 7,400 | 0 | 0 | ||
| UNITED PARCEL SERVICE-CL B | CL B | 911312106 | 2,253 | 13,380 | SH | SOLE | 13,380 | 0 | 0 | ||
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | 4,219 | 226,000 | SH | SOLE | 226,000 | 0 | 0 | ||