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
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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
Agilent Technologies Inc COM 00846U101 200 1,576 SH   SOLE   1,576 0 0
Airbnb Inc Cl A COM 009066101 11,012 58,593 SH   SOLE   58,593 0 0
Alphabet Inc Cl A COM 02079K305 8,869 4,300 SH   SOLE   4,300 0 0
Amyris Inc COM 03236M200 646 33,822 SH   SOLE   33,822 0 0
Applied Materials Inc COM 038222105 4,662 34,893 SH   SOLE   34,893 0 0
At Home Group Inc COM 04650Y100 1,308 45,575 SH   SOLE   45,575 0 0
Bank Of America Corp COM 060505104 464 12,000 SH   SOLE   12,000 0 0
Boeing Co COM 097023105 4,614 18,115 SH   SOLE   18,115 0 0
Box Inc Cl A COM 10316T104 344 15,000 SH   SOLE   15,000 0 0
Builders Firstsource Inc COM 12008R107 782 16,863 SH   SOLE   16,863 0 0
Burlington Stores Inc COM 122017106 478 1,600 SH   SOLE   1,600 0 0
Cable One Inc COM 12685J105 307 168 SH   SOLE   168 0 0
Cintas Corp COM 172908105 598 1,751 SH   SOLE   1,751 0 0
Copart Inc COM 217204106 398 3,668 SH   SOLE   3,668 0 0
Crowdstrike Holdings A COM 22788C105 402 2,200 SH   SOLE   2,200 0 0
Delta Air Lines Inc COM 247361702 2,371 49,100 SH   SOLE   49,100 0 0
Dentsply Sirona Inc COM 24906P109 1,461 22,894 SH   SOLE   22,894 0 0
Digital Turbine Inc COM 25400W102 1,446 18,000 SH   SOLE   18,000 0 0
Emcor Group Inc COM 29084Q100 509 4,537 SH   SOLE   4,537 0 0
Expedia Group Inc COM 30212P303 9,449 54,900 SH   SOLE   54,900 0 0
Facebook Inc Cl A COM 30303M102 3,402 11,550 SH   SOLE   11,550 0 0
Fiserv Inc COM 337738108 313 2,632 SH   SOLE   2,632 0 0
Five Below Inc COM 33829M101 553 2,899 SH   SOLE   2,899 0 0
Floor & Decor Hldgs Cl A COM 339750101 2,864 30,000 SH   SOLE   30,000 0 0
Gap Inc COM 364760108 953 32,018 SH   SOLE   32,018 0 0
Generac Hldgs Inc COM 368736104 360 1,100 SH   SOLE   1,100 0 0
Goldman Sachs Group Inc COM 38141G104 697 2,133 SH   SOLE   2,133 0 0
Hibbett Sports Inc COM 428567101 2,665 38,680 SH   SOLE   38,680 0 0
Hilton Worldwide Hldgs COM 43300A203 810 6,700 SH   SOLE   6,700 0 0
Horizon Therap Public COM G46188101 341 3,709 SH   SOLE   3,709 0 0
Hubspot Inc COM 443573100 318 700 SH   SOLE   700 0 0
Ingersoll-Rand Inc COM 45687V106 318 6,464 SH   SOLE   6,464 0 0
K B Home COM 48666K109 293 6,300 SH   SOLE   6,300 0 0
Lam Research Corp COM 512807108 536 900 SH   SOLE   900 0 0
Lincoln National Corp COM 534187109 319 5,118 SH   SOLE   5,118 0 0
Lithia Motors Inc Cl A COM 536797103 405 1,038 SH   SOLE   1,038 0 0
Marriott International COM 571903202 3,103 20,950 SH   SOLE   20,950 0 0
Micron Technology Inc COM 595112103 2,823 32,000 SH   SOLE   32,000 0 0
Microsoft Corp COM 594918104 472 2,000 SH   SOLE   2,000 0 0
Morgan Stanley COM 617446448 590 7,600 SH   SOLE   7,600 0 0
Mr. Cooper Group Inc COM 62482R107 561 16,144 SH   SOLE   16,144 0 0
Nvidia Corp COM 67066G104 7,112 13,320 SH   SOLE   13,320 0 0
Qorvo Inc COM 74736K101 365 2,000 SH   SOLE   2,000 0 0
Riot Blockchain Inc COM 767292105 1,278 24,000 SH   SOLE   24,000 0 0
Roblox Corporation Cl A COM 771049103 389 6,000 SH   SOLE   6,000 0 0
Sea Limited Ads Cl A COM 81141R100 469 2,100 SH   SOLE   2,100 0 0
Shopify Inc Cl A COM 82509L107 1,867 1,687 SH   SOLE   1,687 0 0
Silgan Holdings Inc COM 827048109 519 12,344 SH   SOLE   12,344 0 0
Skyworks Solutions Inc COM 83088M102 642 3,500 SH   SOLE   3,500 0 0
Southwest Airlines Co COM 844741108 214 3,500 SH   SOLE   3,500 0 0
Square Inc Cl A COM 852234103 1,102 4,855 SH   SOLE   4,855 0 0
Tesla Inc COM 88160R101 4,699 7,035 SH   SOLE   7,035 0 0
Tradeweb Markets Cl A COM 892672106 755 10,200 SH   SOLE   10,200 0 0
Trane Technologies plc COM G8994E103 348 2,100 SH   SOLE   2,100 0 0
Vornado Realty Trust COM 929042109 912 20,100 SH   SOLE   20,100 0 0
Walt Disney Company COM 254687106 812 4,400 SH   SOLE   4,400 0 0
Wayfair Inc Cl A COM 94419L101 2,014 6,400 SH   SOLE   6,400 0 0
Wynn Resorts Ltd COM 983134107 5,378 42,900 SH   SOLE   42,900 0 0
Zebra Technologies Corp COM 989207105 728 1,500 SH   SOLE   1,500 0 0
Anta Sports Products COM g04011105 571 35,000 SH   SOLE   35,000 0 0
Kambi Group Plc COM mt0000780 388 7,300 SH   SOLE   7,300 0 0