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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   5,720,695 19,406 SH   SOLE   19,406 0 0
ACTIVISION BLIZZARD INC COM 00507V109   1,436,372 15,050 SH   SOLE   15,050 0 0
ADVANCED MICRO DEVICES INC COM 007903107   5,428,402 57,792 SH   SOLE   57,792 0 0
AFLAC INC COM 001055102   1,410,721 26,290 SH   SOLE   26,290 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   4,684,141 20,655 SH   SOLE   20,655 0 0
ALLSTATE CORP COM 020002101   1,703,546 13,060 SH   SOLE   13,060 0 0
AMAZON COM INC COM 023135106   4,124,752 1,199 SH   SOLE   1,199 0 0
AMERICAN EXPRESS CO COM 025816109   3,896,366 23,643 SH   SOLE   23,643 0 0
AMPHENOL CORP NEW CL A 032095101   1,284,193 18,772 SH   SOLE   18,772 0 0
AON PLC SHS CL A G0403H108   4,126,489 17,283 SH   SOLE   17,283 0 0
APPLE INC COM 037833100   1,459,583 10,657 SH   SOLE   10,657 0 0
BAIDU INC SPON ADR REP A 056752108   5,816,248 28,525 SH   SOLE   28,525 0 0
BANK NEW YORK MELLON CORP COM 064058100   3,888,664 75,906 SH   SOLE   75,906 0 0
BEST BUY INC COM 086516101   1,457,487 12,676 SH   SOLE   12,676 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   1,235,962 14,510 SH   SOLE   14,510 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   4,886,606 30,252 SH   SOLE   30,252 0 0
BROWN & BROWN INC COM 115236101   1,454,017 27,362 SH   SOLE   27,362 0 0
CANAAN INC SPONSORED ADS 134748102   3,816,930 468,335 SH   SOLE   468,335 0 0
CHURCH & DWIGHT INC COM 171340102   1,210,976 14,210 SH   SOLE   14,210 0 0
CINTAS CORP COM 172908105   1,335,854 3,497 SH   SOLE   3,497 0 0
CISCO SYS INC COM 17275R102   4,547,877 85,809 SH   SOLE   85,809 0 0
CITIGROUP INC COM NEW 172967424   3,791,917 53,596 SH   SOLE   53,596 0 0
CLOROX CO DEL COM 189054109   1,105,547 6,145 SH   SOLE   6,145 0 0
CME GROUP INC COM 12572Q105   3,547,077 16,678 SH   SOLE   16,678 0 0
COGNEX CORP COM 192422103   1,316,223 15,660 SH   SOLE   15,660 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   7,303,906 28,835 SH   SOLE   28,835 0 0
COSTCO WHSL CORP NEW COM 22160K105   1,656,275 4,186 SH   SOLE   4,186 0 0
D R HORTON INC COM 23331A109   2,023,384 22,390 SH   SOLE   22,390 0 0
DOLLAR GEN CORP NEW COM 256677105   1,318,031 6,091 SH   SOLE   6,091 0 0
DOMINOS PIZZA INC COM 25754A201   1,878,555 4,027 SH   SOLE   4,027 0 0
EBANG INTL HLDGS INC CL A SHS G3R33A106   3,682,553 1,195,634 SH   SOLE   1,195,634 0 0
FACEBOOK INC CL A 30303M102   3,916,954 11,265 SH   SOLE   11,265 0 0
FACTSET RESH SYS INC COM 303075105   1,248,469 3,720 SH   SOLE   3,720 0 0
FASTENAL CO COM 311900104   1,309,880 25,190 SH   SOLE   25,190 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   4,536,143 11,952 SH   SOLE   11,952 0 0
HEICO CORP NEW CL A 422806208   1,340,026 10,791 SH   SOLE   10,791 0 0
HENRY JACK & ASSOC INC COM 426281101   1,399,319 8,558 SH   SOLE   8,558 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   4,376,420 300,166 SH   SOLE   300,166 0 0
HOME DEPOT INC COM 437076102   1,603,698 5,029 SH   SOLE   5,029 0 0
HUNT J B TRANS SVCS INC COM 445658107   1,622,004 9,954 SH   SOLE   9,954 0 0
INFOSYS LTD SPONSORED ADR 456788108   4,829,371 227,908 SH   SOLE   227,908 0 0
ING GROEP N.V. SPONSORED ADR 456837103   3,861,181 291,630 SH   SOLE   291,630 0 0
INTEL CORP COM 458140100   5,951,345 106,009 SH   SOLE   106,009 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   4,513,093 38,021 SH   SOLE   38,021 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   5,648,846 38,535 SH   SOLE   38,535 0 0
INTUIT COM 461202103   1,836,667 3,747 SH   SOLE   3,747 0 0
JD.COM INC SPON ADR CL A 47215P106   4,980,783 62,408 SH   SOLE   62,408 0 0
JPMORGAN CHASE & CO COM 46625H100   5,130,798 32,987 SH   SOLE   32,987 0 0
KLA CORP COM NEW 482480100   1,646,014 5,077 SH   SOLE   5,077 0 0
KROGER CO COM 501044101   1,648,862 43,040 SH   SOLE   43,040 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   1,599,943 7,402 SH   SOLE   7,402 0 0
LAM RESEARCH CORP COM 512807108   1,890,283 2,905 SH   SOLE   2,905 0 0
MARATHON DIGITAL HOLDINGS IN COM 565788106   4,791,328 152,736 SH   SOLE   152,736 0 0
MARKETAXESS HLDGS INC COM 57060D108   1,161,293 2,505 SH   SOLE   2,505 0 0
MASTERCARD INCORPORATED CL A 57636Q104   5,205,818 14,259 SH   SOLE   14,259 0 0
MCCORMICK & CO INC COM NON VTG 579780206   1,203,449 13,626 SH   SOLE   13,626 0 0
MERCK & CO INC COM 58933Y105   1,380,262 17,748 SH   SOLE   17,748 0 0
MICRON TECHNOLOGY INC COM 595112103   4,111,417 48,381 SH   SOLE   48,381 0 0
MICROSOFT CORP COM 594918104   7,100,560 26,211 SH   SOLE   26,211 0 0
MICROSTRATEGY INC CL A NEW 594972408   5,876,174 8,843 SH   SOLE   8,843 0 0
MOGO INC COM 60800C109   4,401,793 560,738 SH   SOLE   560,738 0 0
MOODYS CORP COM 615369105   1,802,791 4,975 SH   SOLE   4,975 0 0
MSCI INC COM 55354G100   575,726 1,080 SH   SOLE   1,080 0 0
NASDAQ INC COM 631103108   5,262,925 29,937 SH   SOLE   29,937 0 0
NORDSON CORP COM 655663102   2,327,903 10,605 SH   SOLE   10,605 0 0
NVIDIA CORPORATION COM 67066G104   7,453,731 9,316 SH   SOLE   9,316 0 0
ONECONNECT FINL TECHNOLOGY C SPONSORED ADS 68248T105   4,016,243 334,130 SH   SOLE   334,130 0 0
ORACLE CORP COM 68389X105   4,437,347 57,006 SH   SOLE   57,006 0 0
OVERSTOCK COM INC DEL COM 690370101   5,589,625 60,625 SH   SOLE   60,625 0 0
PAYPAL HLDGS INC COM 70450Y103   5,815,609 19,952 SH   SOLE   19,952 0 0
PRICE T ROWE GROUP INC COM 74144T108   1,706,700 8,621 SH   SOLE   8,621 0 0
PROCTER AND GAMBLE CO COM 742718109   1,248,507 9,253 SH   SOLE   9,253 0 0
S&P GLOBAL INC COM 78409V104   1,882,734 4,587 SH   SOLE   4,587 0 0
SAP SE SPON ADR 803054204   5,395,069 38,410 SH   SOLE   38,410 0 0
SHERWIN WILLIAMS CO COM 824348106   941,587 3,456 SH   SOLE   3,456 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104   4,160,083 16,935 SH   SOLE   16,935 0 0
SILVERGATE CAP CORP CL A 82837P408   4,829,925 42,622 SH   SOLE   42,622 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   1,720,573 8,973 SH   SOLE   8,973 0 0
SQUARE INC CL A 852234103   6,050,628 24,818 SH   SOLE   24,818 0 0
STERIS PLC SHS USD G8473T100   1,378,290 6,681 SH   SOLE   6,681 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   4,606,694 38,338 SH   SOLE   38,338 0 0
TERADYNE INC COM 880770102   1,413,680 10,553 SH   SOLE   10,553 0 0
TEXAS INSTRS INC COM 882508104   5,876,303 30,558 SH   SOLE   30,558 0 0
THOMSON REUTERS CORP. COM NEW 884903709   3,666,894 36,920 SH   SOLE   36,920 0 0
TRACTOR SUPPLY CO COM 892356106   1,940,606 10,430 SH   SOLE   10,430 0 0
UNITEDHEALTH GROUP INC COM 91324P102   1,864,849 4,657 SH   SOLE   4,657 0 0
VISA INC COM CL A 92826C839   4,209,228 18,002 SH   SOLE   18,002 0 0
VPC IMPACT ACQUISITION HLDNG SHS CL A G9441E100   4,120,196 411,608 SH   SOLE   411,608 0 0
WALMART INC COM 931142103   3,827,141 27,139 SH   SOLE   27,139 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   1,954,581 5,443 SH   SOLE   5,443 0 0
ZOETIS INC CL A 98978V103   1,163,818 6,245 SH   SOLE   6,245 0 0