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
AMAZON COM INC COM 023135106 9,223 3,343 SH   SOLE N/A 3,343 0 0
AMERICAN TOWER CORP NEW COM 03027X100 6,414 24,808 SH   SOLE N/A 24,808 0 0
AMPHENOL CORP NEW CL A 032095101 6,964 72,687 SH   SOLE N/A 72,687 0 0
APPLE INC COM 037833100 16,684 45,734 SH   SOLE N/A 45,734 0 0
APPLIED MATLS INC COM 038222105 3,112 51,476 SH   SOLE N/A 51,476 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 6,084 16,530 SH   SOLE N/A 16,530 0 0
BOEING CO COM 097023105 2,250 12,274 SH   SOLE N/A 12,274 0 0
CABLE ONE INC COM 12685J105 4,316 2,432 SH   SOLE N/A 2,432 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 6,418 12,584 SH   SOLE N/A 12,584 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 3,601 3,422 SH   SOLE N/A 3,422 0 0
COCA COLA CO COM 191216100 8,683 194,337 SH   SOLE N/A 194,337 0 0
COSTCO WHSL CORP NEW COM 22160K105 4,342 14,321 SH   SOLE N/A 14,321 0 0
COUPA SOFTWARE INC COM 22266L106 1,763 6,365 SH   SOLE N/A 6,365 0 0
DIREXION SHS ETF TR DLY FIN BULL NEW 25459Y694 6,394 204,337 SH   SOLE N/A 204,337 0 0
ECOLAB INC COM 278865100 2,101 10,562 SH   SOLE N/A 10,562 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 865 6,451 SH   SOLE N/A 6,451 0 0
FISERV INC COM 337738108 1,804 18,482 SH   SOLE N/A 18,482 0 0
GLOBAL PMTS INC COM 37940X102 5,285 31,160 SH   SOLE N/A 31,160 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 2,558 34,832 SH   SOLE N/A 34,832 0 0
HOME DEPOT INC COM 437076102 6,944 27,720 SH   SOLE N/A 27,720 0 0
HYATT HOTELS CORP COM CL A 448579102 2,808 55,840 SH   SOLE N/A 55,840 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 8,959 62,573 SH   SOLE N/A 62,573 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 6,250 178,256 SH   SOLE N/A 178,256 0 0
MASTERCARD INCORPORATED CL A 57636Q104 14,548 49,200 SH   SOLE N/A 49,200 0 0
MICRON TECHNOLOGY INC COM 595112103 6,949 134,883 SH   SOLE N/A 134,883 0 0
MICROSOFT CORP COM 594918104 22,823 112,146 SH   SOLE N/A 112,146 0 0
NIKE INC CL B 654106103 7,575 77,254 SH   SOLE N/A 77,254 0 0
NOVANTA INC COM 67000B104 6,520 61,070 SH   SOLE N/A 61,070 0 0
NVIDIA CORPORATION COM 67066G104 4,498 11,839 SH   SOLE N/A 11,839 0 0
NXP SEMICONDUCTORS N V COM N6596X109 5,023 44,042 SH   SOLE N/A 44,042 0 0
OKTA INC CL A 679295105 689 3,440 SH   SOLE N/A 3,440 0 0
RED ROCK RESORTS INC CL A 75700L108 1,895 173,688 SH   SOLE N/A 173,688 0 0
ROSS STORES INC COM 778296103 576 6,754 SH   SOLE N/A 6,754 0 0
S&P GLOBAL INC COM 78409V104 1,852 5,621 SH   SOLE N/A 5,621 0 0
SERVICENOW INC COM 81762P102 636 1,570 SH   SOLE N/A 1,570 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 4,075 31,874 SH   SOLE N/A 31,874 0 0
STARBUCKS CORP COM 855244109 7,600 103,279 SH   SOLE N/A 103,279 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 10,495 28,964 SH   SOLE N/A 28,964 0 0
TWITTER INC COM 90184L102 547 18,367 SH   SOLE N/A 18,367 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 2,861 19,123 SH   SOLE N/A 19,123 0 0
UPLAND SOFTWARE INC COM 91544A109 4,955 142,538 SH   SOLE N/A 142,538 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 2,327 171,621 SH   SOLE N/A 171,621 0 0
VISA INC COM CL A 92826C839 18,143 93,922 SH   SOLE N/A 93,922 0 0
WESCO INTL INC COM 95082P105 2,204 62,761 SH   SOLE N/A 62,761 0 0
ZOETIS INC CL A 98978V103 4,287 31,286 SH   SOLE N/A 31,286 0 0