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
ADOBE INC COM 00724F101 1,455 5,458 SH   SOLE   5,458 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609w102 4,547 24,924 SH   SOLE   24,924 0 0
ALPHABET INC CAP STK CL C 02079k107 1,481 1,262 SH   SOLE   1,262 0 0
AMAZON COM INC COM 023135106 6,185 3,473 SH   SOLE   3,473 0 0
ANTHEM INC COM 036752103 1,300 4,529 SH   SOLE   4,529 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 1,334 47,218 SH   SOLE   47,218 0 0
BALL CORP COM 058498106 1,509 26,082 SH   SOLE   26,082 0 0
BIOGEN INC COM 09062x103 998 4,220 SH   SOLE   4,220 0 0
CARGURUS INC COM CL A 141788109 1,421 35,472 SH   SOLE   35,472 0 0
CELANESE CORP DEL COM 150870103 1,387 14,068 SH   SOLE   14,068 0 0
CIGNA CORP NEW COM 125523100 1,152 7,164 SH   SOLE   7,164 0 0
COUPA SOFTWARE INC COM 22266l106 1,344 14,771 SH   SOLE   14,771 0 0
CROWN HOLDINGS INC COM 228368106 1,445 26,478 SH   SOLE   26,478 0 0
CVS HEALTH CORP COM 126650100 1,090 20,210 SH   SOLE   20,210 0 0
DOLLAR TREE INC COM 256746108 1,506 14,340 SH   SOLE   14,340 0 0
ENTEGRIS INC COM 29362u104 1,474 41,302 SH   SOLE   41,302 0 0
EQUINIX INC COM 29444u700 1,506 3,324 SH   SOLE   3,324 0 0
F M C CORP COM NEW 302491303 1,277 16,617 SH   SOLE   16,617 0 0
FACEBOOK INC CL A 30303m102 2,886 17,314 SH   SOLE   17,314 0 0
FIAT CHRYSLER AUTOMOBILES N SHS n31738102 1,422 95,781 SH   SOLE   95,781 0 0
HILTON WORLDWIDE HLDGS INC COM 43300a203 1,435 17,265 SH   SOLE   17,265 0 0
IQVIA HLDGS INC COM 46266c105 2,859 19,873 SH   SOLE   19,873 0 0
JD COM INC SPON ADR CL A 47215p106 1,749 57,996 SH   SOLE   57,996 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 1,455 15,858 SH   SOLE   15,858 0 0
LIVENT CORP COM 53814l108 191 15,540 SH   SOLE   15,540 0 0
MCKESSON CORP COM 58155q103 1,214 10,368 SH   SOLE   10,368 0 0
MICROSOFT CORP COM 594918104 6,154 52,180 SH   SOLE   52,180 0 0
MONGODB INC CL A 60937p106 2,054 13,974 SH   SOLE   13,974 0 0
NETFLIX INC COM 64110l106 2,778 7,791 SH   SOLE   7,791 0 0
NORFOLK SOUTHERN CORP COM 655844108 1,450 7,757 SH   SOLE   7,757 0 0
RPM INTL INC COM 749685103 1,409 24,272 SH   SOLE   24,272 0 0
SALESFORCE COM INC COM 79466l302 1,389 8,773 SH   SOLE   8,773 0 0
SAP SE SPON ADR 803054204 1,530 13,250 SH   SOLE   13,250 0 0
SEALED AIR CORP NEW COM 81211k100 1,543 33,510 SH   SOLE   33,510 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 1,347 14,713 SH   SOLE   14,713 0 0
TECK RESOURCES LTD CL B 878742204 1,490 64,280 SH   SOLE   64,280 0 0
TWILIO INC CL A 90138f102 1,658 12,835 SH   SOLE   12,835 0 0
UNION PACIFIC CORP COM 907818108 1,386 8,288 SH   SOLE   8,288 0 0
UNITED TECHNOLOGIES CORP COM 913017109 1,424 11,048 SH   SOLE   11,048 0 0
UNITEDHEALTH GROUP INC COM 91324p102 1,289 5,212 SH   SOLE   5,212 0 0