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
DOMINOS PIZZA INC. COM 25754A201 117,508 362,600 SH   SOLE   362,600 0 0
ACCENTURE PLC. CL A G1151C101 72,732 445,500 SH   SOLE   445,500 0 0
ZOOM VIDEO COMMUNICATIONS INC. CL A 98980L101 68,033 465,600 SH   SOLE   465,600 0 0
NETFLIX INC. COM 64110L106 66,313 176,600 SH   SOLE   176,600 0 0
VEEVA SYSTEMS INC. CL A 922475108 60,625 387,700 SH   SOLE   387,700 0 0
AMERICAN TOWER CORP. COM 03027X100 58,771 269,900 SH   SOLE   269,900 0 0
NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC. SPONSORED ADR 647581107 48,556 448,600 SH   SOLE   448,600 0 0
OLLIE'S BARGAIN OUTLET HOLDINGS INC. COM 681116109 44,283 955,600 SH   SOLE   955,600 0 0
MICROSOFT CORP. COM 594918104 39,491 250,400 SH   SOLE   250,400 0 0
SALESFORCE.COM INC. COM 79466L302 33,735 234,300 SH   SOLE   234,300 0 0
QUALCOMM INC. COM 747525103 28,054 414,700 SH   SOLE   414,700 0 0
VISA INC. CL A 92826C839 22,444 139,300 SH   SOLE   139,300 0 0
BILIBILI INC. SPONSORED ADR 090040106 19,762 843,800 SH   SOLE   843,800 0 0
SKECHERS USA INC. CL A 830566105 11,974 504,400 SH   SOLE   504,400 0 0
TAKE-TWO INTERACTIVE SOFTWARE, INC. COM 874054109 11,126 93,800 SH   SOLE   93,800 0 0
INTUITIVE SURGICAL INC. COM 46120E602 10,251 20,700 SH   SOLE   20,700 0 0
BJ'S WHOLESALE CLUB HOLDINGS INC. COM 05550J101 9,903 388,800 SH   SOLE   388,800 0 0
TEXAS INSTRUMENTS INC. COM 882508104 9,333 93,400 SH   SOLE   93,400 0 0
TAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD. SPONSORED ADR 874039100 8,803 184,200 SH   SOLE   184,200 0 0
SITEONE LANDSCAPE SUPPLY INC. COM 82982L103 7,869 106,892 SH   SOLE   106,892 0 0
GENERAC HOLDINGS INC. COM 368736104 7,836 84,100 SH   SOLE   84,100 0 0
ALPHABET INC. CL C 02079K107 7,558 6,500 SH   SOLE   6,500 0 0
MOTOROLA SOLUTIONS INC. COM 620076307 7,444 56,000 SH   SOLE   56,000 0 0
EDWARDS LIFESCIENCES CORP. COM 28176E108 7,404 39,255 SH   SOLE   39,255 0 0
BROOKFIELD ASSET MANAGEMENT INC. CL A 112585104 7,107 160,600 SH   SOLE   160,600 0 0
WASTE MANAGEMENT, INC. COM 94106L109 7,025 75,900 SH   SOLE   75,900 0 0
SNAP-ON, INC. COM 833034101 6,823 62,700 SH   SOLE   62,700 0 0
CADENCE DESIGN SYSTEMS INC. COM 127387108 6,584 99,700 SH   SOLE   99,700 0 0
INTUIT INC. COM 461202103 6,210 27,000 SH   SOLE   27,000 0 0
MERCADOLIBRE INC. COM 58733R102 5,765 11,800 SH   SOLE   11,800 0 0
RINGCENTRAL INC. CL A 76680R206 5,764 27,200 SH   SOLE   27,200 0 0
AMAZON.COM INC. COM 023135106 5,520 2,831 SH   SOLE   2,831 0 0
DOW INC. COM 260557103 5,488 187,700 SH   SOLE   187,700 0 0
MSCI INC. COM 55354G100 5,461 18,900 SH   SOLE   18,900 0 0
NICE LTD. SPONSORED ADR 653656108 5,412 37,700 SH   SOLE   37,700 0 0
CHEGG INC. COM 163092109 5,399 150,900 SH   SOLE   150,900 0 0
AKAMAI TECHNOLOGIES INC. COM 00971T101 5,288 57,800 SH   SOLE   57,800 0 0
XILINX, INC. COM 983919101 5,199 66,700 SH   SOLE   66,700 0 0
DOCUSIGN INC. COM 256163106 5,082 55,000 SH   SOLE   55,000 0 0
PAYPAL HOLDINGS INC. COM 70450Y103 4,787 50,000 SH   SOLE   50,000 0 0
EQUINIX INC. COM 29444U700 4,247 6,800 SH   SOLE   6,800 0 0
CAPITAL ONE FINANCIAL CORP. COM 14040H105 4,235 84,000 SH   SOLE   84,000 0 0
ARCO PLATFORM LTD. CL A G04553106 4,213 99,700 SH   SOLE   99,700 0 0
PALO ALTO NETWORKS, INC. COM 697435105 4,181 25,500 SH   SOLE   25,500 0 0
FIRST REPUBLIC BANK COM 33616C100 4,114 50,000 SH   SOLE   50,000 0 0
S&P GLOBAL INC. COM 78409V104 3,970 16,200 SH   SOLE   16,200 0 0
CROWN CASTLE INTERNATIONAL CORP. COM 22822V101 3,754 26,000 SH   SOLE   26,000 0 0
EMERSON ELECTRIC CO. COM 291011104 3,702 77,700 SH   SOLE   77,700 0 0
NVIDIA CORP. COM 67066G104 3,559 13,500 SH   SOLE   13,500 0 0
COOPER COMPANIES, INC. COM 216648402 3,418 12,400 SH   SOLE   12,400 0 0
SQUARE INC. CL A 852234103 3,389 64,700 SH   SOLE   64,700 0 0
GOLDMAN SACHS GROUP, INC. COM 38141G104 3,370 21,800 SH   SOLE   21,800 0 0
LIONS GATE ENTERTAINMENT CORP. CL A 535919401 3,368 553,900 SH   SOLE   553,900 0 0
NATIONAL VISION HOLDINGS INC. COM 63845R107 3,134 161,400 SH   SOLE   161,400 0 0
AGILENT TECHNOLOGIES, INC. COM 00846U101 2,707 37,800 SH   SOLE   37,800 0 0
DISCOVER FINANCIAL SERVICES COM 254709108 2,700 75,700 SH   SOLE   75,700 0 0
WORLD WRESTLING ENTERTAINMENT INC. CL A 98156Q108 2,555 75,300 SH   SOLE   75,300 0 0
SPOTIFY TECHNOLOGY S.A. COM L8681T102 2,429 20,000 SH   SOLE   20,000 0 0
WHEATON PRECIOUS METALS CORP. COM 962879102 2,412 87,600 SH   SOLE   87,600 0 0
ALLEGIANT TRAVEL CO. COM 01748X102 2,389 29,200 SH   SOLE   29,200 0 0
TYSON FOODS INC. CL A 902494103 2,373 41,000 SH   SOLE   41,000 0 0