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 9,950 83,025 SH   SOLE   83,025 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 8,066 16,968 SH   SOLE   16,968 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 84,193 371,337 SH   SOLE   371,337 0 0
ALPHABET INC CAP STK CL C 02079K107 28,781 13,913 SH   SOLE   13,913 0 0
ALPHABET INC CAP STK CL A 02079K305 42,814 20,758 SH   SOLE   20,758 0 0
AMAZON COM INC COM 023135106 60,820 19,657 SH   SOLE   19,657 0 0
AMEDISYS INC COM 023436108 12,303 46,464 SH   SOLE   46,464 0 0
AMGEN INC COM 031162100 6,682 26,854 SH   SOLE   26,854 0 0
APPLE INC COM 037833100 91,165 746,336 SH   SOLE   746,336 0 0
APTIV PLC SHS G6095L109 11,904 86,320 SH   SOLE   86,320 0 0
AT&T INC COM 00206R102 10,194 336,761 SH   SOLE   336,761 0 0
AUTOLIV INC COM 052800109 12,897 138,977 SH   SOLE   138,977 0 0
AUTOZONE INC COM 053332102 13,485 9,603 SH   SOLE   9,603 0 0
BAIDU INC SPON ADR REP A 056752108 13,382 61,514 SH   SOLE   61,514 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,396 44,607 SH   SOLE   44,607 0 0
BK OF AMERICA CORP COM 060505104 13,666 353,225 SH   SOLE   353,225 0 0
BOEING CO COM 097023105 6,153 24,154 SH   SOLE   24,154 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 13,473 213,424 SH   SOLE   213,424 0 0
BROADCOM INC COM 11135F101 23,076 49,769 SH   SOLE   49,769 0 0
CHEVRON CORP NEW COM 166764100 18,054 172,284 SH   SOLE   172,284 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 12,614 8,878 SH   SOLE   8,878 0 0
CHUBB LIMITED COM H1467J104 14,549 92,100 SH   SOLE   92,100 0 0
CITIZENS FINANCIAL GROUP INC COM 174610105 17,336 392,672 SH   SOLE   392,672 0 0
COCA COLA CO COM 191216100 18,765 356,013 SH   SOLE   356,013 0 0
COMCAST CORP NEW CL A 20030N101 26,130 482,897 SH   SOLE   482,897 0 0
COPART INC COM 217204106 11,237 103,461 SH   SOLE   103,461 0 0
COSTCO WHSL CORP NEW COM 22160K105 7,412 21,027 SH   SOLE   21,027 0 0
CSX CORP COM 126408103 18,657 193,495 SH   SOLE   193,495 0 0
DEERE & CO COM 244199105 19,778 52,862 SH   SOLE   52,862 0 0
DISNEY WALT CO COM 254687106 15,270 82,755 SH   SOLE   82,755 0 0
EXXON MOBIL CORP COM 30231G102 10,935 195,857 SH   SOLE   195,857 0 0
FACEBOOK INC CL A 30303M102 33,162 112,594 SH   SOLE   112,594 0 0
FERGUSON PLC NEW SHS G3421J106 10,096 84,421 SH   SOLE   84,421 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 12,672 75,992 SH   SOLE   75,992 0 0
FIVE BELOW INC COM 33829M101 13,455 70,522 SH   SOLE   70,522 0 0
FMC CORP COM NEW 302491303 12,574 113,683 SH   SOLE   113,683 0 0
FREEPORT-MCMORAN INC CL B 35671D857 12,281 372,945 SH   SOLE   372,945 0 0
GLOBAL PMTS INC COM 37940X102 17,816 88,383 SH   SOLE   88,383 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 17,490 53,486 SH   SOLE   53,486 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 16,917 139,905 SH   SOLE   139,905 0 0
HOME DEPOT INC COM 437076102 15,490 50,746 SH   SOLE   50,746 0 0
IDEX CORP COM 45167R104 9,899 47,290 SH   SOLE   47,290 0 0
INGERSOLL RAND INC COM 45687V106 17,164 348,785 SH   SOLE   348,785 0 0
INSULET CORP COM 45784P101 12,608 48,322 SH   SOLE   48,322 0 0
INTEL CORP COM 458140100 12,664 197,873 SH   SOLE   197,873 0 0
ISHARES TR CORE S&P500 ETF 464287200 425,568 1,069,750 SH   SOLE   1,069,750 0 0
JD.COM INC SPON ADR CL A 47215P106 25,595 303,515 SH   SOLE   303,515 0 0
JOHNSON & JOHNSON COM 478160104 33,831 205,847 SH   SOLE   205,847 0 0
JPMORGAN CHASE & CO COM 46625H100 38,697 254,200 SH   SOLE   254,200 0 0
LEAR CORP COM NEW 521865204 16,899 93,236 SH   SOLE   93,236 0 0
LILLY ELI & CO COM 532457108 7,369 39,442 SH   SOLE   39,442 0 0
MARSH & MCLENNAN COS INC COM 571748102 18,198 149,407 SH   SOLE   149,407 0 0
MASTERCARD INCORPORATED CL A 57636Q104 14,780 41,510 SH   SOLE   41,510 0 0
MERCK & CO. INC COM 58933Y105 9,036 117,219 SH   SOLE   117,219 0 0
MICRON TECHNOLOGY INC COM 595112103 15,329 173,774 SH   SOLE   173,774 0 0
MICROSOFT CORP COM 594918104 81,981 347,717 SH   SOLE   347,717 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 9,208 101,082 SH   SOLE   101,082 0 0
NETEASE INC SPONSORED ADS 64110W102 7,632 73,911 SH   SOLE   73,911 0 0
NIKE INC CL B 654106103 7,725 58,134 SH   SOLE   58,134 0 0
NIO INC SPON ADS 62914V106 3,895 99,912 SH   SOLE   99,912 0 0
NVIDIA CORPORATION COM 67066G104 22,768 42,642 SH   SOLE   42,642 0 0
NXP SEMICONDUCTORS N V COM N6596X109 16,589 82,395 SH   SOLE   82,395 0 0
PACIRA BIOSCIENCES INC COM 695127100 11,673 166,544 SH   SOLE   166,544 0 0
PARKER-HANNIFIN CORP COM 701094104 17,359 55,032 SH   SOLE   55,032 0 0
PAYLOCITY HLDG CORP COM 70438V106 8,114 45,122 SH   SOLE   45,122 0 0
PAYPAL HLDGS INC COM 70450Y103 13,364 55,034 SH   SOLE   55,034 0 0
PFIZER INC COM 717081103 9,264 255,692 SH   SOLE   255,692 0 0
PHILIP MORRIS INTL INC COM 718172109 18,325 206,504 SH   SOLE   206,504 0 0
PINDUODUO INC SPONSORED ADS 722304102 9,955 74,356 SH   SOLE   74,356 0 0
PPG INDS INC COM 693506107 16,787 111,722 SH   SOLE   111,722 0 0
PROCTER AND GAMBLE CO COM 742718109 15,857 117,088 SH   SOLE   117,088 0 0
QORVO INC COM 74736K101 12,507 68,456 SH   SOLE   68,456 0 0
QUALCOMM INC COM 747525103 6,954 52,451 SH   SOLE   52,451 0 0
REGAL BELOIT CORP COM 758750103 14,614 102,428 SH   SOLE   102,428 0 0
SAIA INC COM 78709Y105 13,761 59,682 SH   SOLE   59,682 0 0
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 36,765 930,984 SH   SOLE   930,984 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 40,876 638,288 SH   SOLE   638,288 0 0
SERVICENOW INC COM 81762P102 16,384 32,761 SH   SOLE   32,761 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 77,710 196,073 SH   SOLE   196,073 0 0
STARBUCKS CORP COM 855244109 19,135 175,115 SH   SOLE   175,115 0 0
STELLANTIS N.V SHS N82405106 16,341 922,022 SH   SOLE   922,022 0 0
SYSCO CORP COM 871829107 16,276 206,712 SH   SOLE   206,712 0 0
TESLA INC COM 88160R101 16,137 24,160 SH   SOLE   24,160 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 21,121 46,279 SH   SOLE   46,279 0 0
TRIP COM GROUP LTD ADS 89677Q107 5,318 134,200 SH   SOLE   134,200 0 0
TRUIST FINL CORP COM 89832Q109 20,973 359,627 SH   SOLE   359,627 0 0
UNION PAC CORP COM 907818108 7,038 31,933 SH   SOLE   31,933 0 0
UNITED RENTALS INC COM 911363109 15,131 45,948 SH   SOLE   45,948 0 0
UNITEDHEALTH GROUP INC COM 91324P102 30,353 81,580 SH   SOLE   81,580 0 0
VALMONT INDS INC COM 920253101 9,865 41,508 SH   SOLE   41,508 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 324,737 891,400 SH   SOLE   891,400 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 11,296 194,250 SH   SOLE   194,250 0 0
VISA INC COM CL A 92826C839 16,710 78,919 SH   SOLE   78,919 0 0
WALMART INC COM 931142103 9,056 66,673 SH   SOLE   66,673 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 13,226 27,259 SH   SOLE   27,259 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 17,355 108,417 SH   SOLE   108,417 0 0