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
ABBOTT LABS COM 002824100 14,487 133,117 SH   SOLE   133,117 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 12,437 25,359 SH   SOLE   25,359 0 0
AIR PRODS & CHEMS INC COM 009158106 18,060 60,634 SH   SOLE   60,634 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 124,841 424,658 SH   SOLE   424,658 0 0
ALPHABET INC CAP STK CL C 02079K107 23,093 15,714 SH   SOLE   15,714 0 0
ALPHABET INC CAP STK CL A 02079K305 32,504 22,178 SH   SOLE   22,178 0 0
AMAZON COM INC COM 023135106 69,814 22,172 SH   SOLE   22,172 0 0
AMEDISYS INC COM 023436108 13,070 55,279 SH   SOLE   55,279 0 0
AMGEN INC COM 031162100 17,270 67,951 SH   SOLE   67,951 0 0
ANTHEM INC COM 036752103 8,046 29,958 SH   SOLE   29,958 0 0
APPLE INC COM 037833100 99,813 861,871 SH   SOLE   861,871 0 0
APTIV PLC SHS G6095L109 12,977 141,547 SH   SOLE   141,547 0 0
AT&T INC COM 00206R102 10,837 380,121 SH   SOLE   380,121 0 0
AUTOZONE INC COM 053332102 12,971 11,014 SH   SOLE   11,014 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,333 53,221 SH   SOLE   53,221 0 0
BK OF AMERICA CORP COM 060505104 9,590 398,086 SH   SOLE   398,086 0 0
BOEING CO COM 097023105 4,507 27,273 SH   SOLE   27,273 0 0
BORGWARNER INC COM 099724106 14,652 378,215 SH   SOLE   378,215 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 14,529 240,989 SH   SOLE   240,989 0 0
BROADCOM INC COM 11135F101 22,165 60,839 SH   SOLE   60,839 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 18,124 29,029 SH   SOLE   29,029 0 0
CHEVRON CORP NEW COM 166764100 11,144 154,784 SH   SOLE   154,784 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 8,833 7,102 SH   SOLE   7,102 0 0
CIENA CORP COM NEW 171779309 3,113 78,441 SH   SOLE   78,441 0 0
CISCO SYS INC COM 17275R102 8,706 221,021 SH   SOLE   221,021 0 0
CITIZENS FINL GROUP INC COM 174610105 8,989 355,564 SH   SOLE   355,564 0 0
COCA COLA CO COM 191216100 18,266 369,976 SH   SOLE   369,976 0 0
COMCAST CORP NEW CL A 20030N101 10,862 234,801 SH   SOLE   234,801 0 0
COPART INC COM 217204106 4,059 38,603 SH   SOLE   38,603 0 0
COSTCO WHSL CORP NEW COM 22160K105 15,118 42,585 SH   SOLE   42,585 0 0
CUMMINS INC COM 231021106 17,847 84,517 SH   SOLE   84,517 0 0
D R HORTON INC COM 23331A109 13,150 173,870 SH   SOLE   173,870 0 0
DEERE & CO COM 244199105 8,236 37,162 SH   SOLE   37,162 0 0
DISNEY WALT CO COM DISNEY 254687106 11,591 93,419 SH   SOLE   93,419 0 0
EXXON MOBIL CORP COM 30231G102 7,594 221,208 SH   SOLE   221,208 0 0
F M C CORP COM NEW 302491303 16,975 160,282 SH   SOLE   160,282 0 0
FACEBOOK INC CL A 30303M102 39,133 149,418 SH   SOLE   149,418 0 0
FASTENAL CO COM 311900104 10,402 230,694 SH   SOLE   230,694 0 0
FEDEX CORP COM 31428X106 17,762 70,617 SH   SOLE   70,617 0 0
FIVE BELOW INC COM 33829M101 11,949 94,089 SH   SOLE   94,089 0 0
FREEPORT-MCMORAN INC CL B 35671D857 10,708 684,673 SH   SOLE   684,673 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 12,020 59,810 SH   SOLE   59,810 0 0
HOME DEPOT INC COM 437076102 15,909 57,285 SH   SOLE   57,285 0 0
IDEX CORP COM 45167R104 10,347 56,722 SH   SOLE   56,722 0 0
INSULET CORP COM 45784P101 12,908 54,559 SH   SOLE   54,559 0 0
INTEL CORP COM 458140100 11,569 223,426 SH   SOLE   223,426 0 0
ISHARES TR CORE S&P500 ETF 464287200 439,402 1,307,510 SH   SOLE   1,307,510 0 0
JD.COM INC SPON ADR CL A 47215P106 24,678 317,977 SH   SOLE   317,977 0 0
JOHNSON & JOHNSON COM 478160104 20,286 136,260 SH   SOLE   136,260 0 0
JPMORGAN CHASE & CO COM 46625H100 22,684 235,632 SH   SOLE   235,632 0 0
KIMBERLY CLARK CORP COM 494368103 5,685 38,500 SH   SOLE   38,500 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 3,653 89,766 SH   SOLE   89,766 0 0
LILLY ELI & CO COM 532457108 6,583 44,472 SH   SOLE   44,472 0 0
MARSH & MCLENNAN COS INC COM 571748102 17,133 149,371 SH   SOLE   149,371 0 0
MASTERCARD INCORPORATED CL A 57636Q104 24,682 72,986 SH   SOLE   72,986 0 0
MERCK & CO. INC COM 58933Y105 10,983 132,410 SH   SOLE   132,410 0 0
MICROSOFT CORP COM 594918104 83,895 398,872 SH   SOLE   398,872 0 0
MOMO INC ADR 60879B107 5,580 405,558 SH   SOLE   405,558 0 0
MONDELEZ INTL INC CL A 609207105 11,657 202,912 SH   SOLE   202,912 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 10,204 127,237 SH   SOLE   127,237 0 0
NETEASE INC SPONSORED ADS 64110W102 15,268 33,580 SH   SOLE   33,580 0 0
NEWMONT CORP COM 651639106 13,135 207,017 SH   SOLE   207,017 0 0
NIKE INC CL B 654106103 8,245 65,679 SH   SOLE   65,679 0 0
NVIDIA CORPORATION COM 67066G104 17,216 31,810 SH   SOLE   31,810 0 0
NXP SEMICONDUCTORS N V COM N6596X109 12,065 96,663 SH   SOLE   96,663 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 9,559 109,429 SH   SOLE   109,429 0 0
PACIRA BIOSCIENCES COM 695127100 9,234 153,590 SH   SOLE   153,590 0 0
PAGERDUTY INC COM 69553P100 221 8,161 SH   SOLE   8,161 0 0
PARKER-HANNIFIN CORP COM 701094104 15,226 75,252 SH   SOLE   75,252 0 0
PAYPAL HLDGS INC COM 70450Y103 6,815 34,589 SH   SOLE   34,589 0 0
PFIZER INC COM 717081103 10,595 288,690 SH   SOLE   288,690 0 0
PHILIP MORRIS INTL INC COM 718172109 6,152 82,034 SH   SOLE   82,034 0 0
PPG INDS INC COM 693506107 12,102 99,133 SH   SOLE   99,133 0 0
PROCTER AND GAMBLE CO COM 742718109 16,368 117,767 SH   SOLE   117,767 0 0
QORVO INC COM 74736K101 16,415 127,236 SH   SOLE   127,236 0 0
QUALCOMM INC COM 747525103 21,988 186,842 SH   SOLE   186,842 0 0
REGAL BELOIT CORP COM 758750103 8,620 91,826 SH   SOLE   91,826 0 0
REGENERON PHARMACEUTICALS COM 75886F107 9,739 17,398 SH   SOLE   17,398 0 0
RINGCENTRAL INC CL A 76680R206 4,636 16,883 SH   SOLE   16,883 0 0
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 37,069 1,051,003 SH   SOLE   1,051,003 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 32,934 554,637 SH   SOLE   554,637 0 0
SERVICENOW INC COM 81762P102 16,440 33,896 SH   SOLE   33,896 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 93,547 279,335 SH   SOLE   279,335 0 0
STARBUCKS CORP COM 855244109 11,870 138,149 SH   SOLE   138,149 0 0
TERADYNE INC COM 880770102 6,781 85,339 SH   SOLE   85,339 0 0
THE TRADE DESK INC COM CL A 88339J105 9,933 19,146 SH   SOLE   19,146 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 23,098 52,315 SH   SOLE   52,315 0 0
TRUIST FINL CORP COM 89832Q109 13,521 355,359 SH   SOLE   355,359 0 0
UNION PAC CORP COM 907818108 22,238 112,957 SH   SOLE   112,957 0 0
UNITED RENTALS INC COM 911363109 14,586 83,589 SH   SOLE   83,589 0 0
UNITEDHEALTH GROUP INC COM 91324P102 28,727 92,143 SH   SOLE   92,143 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 335,479 1,090,455 SH   SOLE   1,090,455 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 13,046 219,300 SH   SOLE   219,300 0 0
VISA INC COM CL A 92826C839 17,813 89,080 SH   SOLE   89,080 0 0
WALMART INC COM 931142103 10,539 75,325 SH   SOLE   75,325 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 11,998 237,592 SH   SOLE   237,592 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 11,487 45,502 SH   SOLE   45,502 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 15,668 115,089 SH   SOLE   115,089 0 0