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
ADVANCED MICRO DEVICES INC COM 007903107 6,780 88,659 SH   SOLE N/A 88,659 0 0
ALPHABET INC CAP STK CL A 02079K305 7,547 3,463 SH   SOLE N/A 3,463 0 0
AMPHENOL CORP NEW CL A 032095101 9,306 144,542 SH   SOLE N/A 144,542 0 0
APPLE INC COM 037833100 24,858 181,820 SH   SOLE N/A 181,820 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 5,421 4,147 SH   SOLE N/A 4,147 0 0
DANAHER CORPORATION COM 235851102 9,729 38,376 SH   SOLE N/A 38,376 0 0
IQVIA HLDGS INC COM 46266C105 9,526 43,899 SH   SOLE N/A 43,899 0 0
MASTERCARD INCORPORATED CL A 57636Q104 15,459 49,001 SH   SOLE N/A 49,001 0 0
MICROSOFT CORP COM 594918104 23,775 92,570 SH   SOLE N/A 92,570 0 0
NASDAQ INC COM 631103108 2,341 15,349 SH   SOLE N/A 15,349 0 0
NOVANTA INC COM 67000B104 7,377 60,830 SH   SOLE N/A 60,830 0 0
NXP SEMICONDUCTORS N V COM N6596X109 8,515 57,523 SH   SOLE N/A 57,523 0 0
PALO ALTO NETWORKS INC COM 697435105 13,405 27,139 SH   SOLE N/A 27,139 0 0
PROGYNY INC COM 74340E103 4,617 158,949 SH   SOLE N/A 158,949 0 0
PROSHARES TR ULTRAPRO QQQ 74347X831 10,166 423,587 SH   SOLE N/A 423,587 0 0
ROSS STORES INC COM 778296103 5,359 76,301 SH   SOLE N/A 76,301 0 0
S&P GLOBAL INC COM 78409V104 16,824 49,915 SH   SOLE N/A 49,915 0 0
SERVICENOW INC COM 81762P102 14,525 30,545 SH   SOLE N/A 30,545 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 15,674 28,850 SH   SOLE N/A 28,850 0 0
TJX COS INC NEW COM 872540109 5,683 101,758 SH   SOLE N/A 101,758 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 2,820 343,014 SH   SOLE N/A 343,014 0 0
VISA INC COM CL A 92826C839 13,664 69,400 SH   SOLE N/A 69,400 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 5,134 78,116 SH   SOLE N/A 78,116 0 0
ZOETIS INC CL A 98978V103 10,528 61,251 SH   SOLE N/A 61,251 0 0