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
ACTIVISION BLIZZARD INC COM 00507V109 11,442 153,914 SH   SOLE   153,914 0 0
ALPHABET INC CAP STK CL C 02079K107 17,058 177,406 SH   SOLE   177,406 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 8,464 20,378 SH   SOLE   20,378 0 0
AUTOZONE INC COM 053332102 13,226 6,175 SH   SOLE   6,175 0 0
AVALONBAY CMNTYS INC COM 053484101 405 2,200 SH   SOLE   2,200 0 0
AZEK CO INC CL A 05478C105 4,964 298,648 SH   SOLE   298,648 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 21,574 296,307 SH   SOLE   296,307 0 0
BLACKROCK INC COM 09247X101 275 500 SH   SOLE   500 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 12,735 88,244 SH   SOLE   88,244 0 0
CHURCH & DWIGHT CO INC COM 171340102 12,312 172,339 SH   SOLE   172,339 0 0
DISNEY WALT CO COM 254687106 8,014 84,952 SH   SOLE   84,952 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 512 5,500 SH   SOLE   5,500 0 0
DYNATRACE INC COM NEW 268150109 10,582 304,007 SH   SOLE   304,007 0 0
EXPEDIA GROUP INC COM NEW 30212P303 7,671 81,875 SH   SOLE   81,875 0 0
GRACO INC COM 384109104 11,785 196,579 SH   SOLE   196,579 0 0
HOME DEPOT INC COM 437076102 276 1,000 SH   SOLE   1,000 0 0
ICON PLC SHS G4705A100 11,904 64,774 SH   SOLE   64,774 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 14,342 158,736 SH   SOLE   158,736 0 0
JOHNSON & JOHNSON COM 478160104 14,664 89,764 SH   SOLE   89,764 0 0
JPMORGAN CHASE & CO COM 46625H100 8,444 80,802 SH   SOLE   80,802 0 0
MASTERCARD INCORPORATED CL A 57636Q104 427 1,500 SH   SOLE   1,500 0 0
MEDTRONIC PLC SHS G5960L103 323 4,000 SH   SOLE   4,000 0 0
MICROSOFT CORP COM 594918104 18,652 80,084 SH   SOLE   80,084 0 0
MSCI INC COM 55354G100 9,909 23,492 SH   SOLE   23,492 0 0
PALO ALTO NETWORKS INC COM 697435105 13,668 83,448 SH   SOLE   83,448 0 0
PLANET FITNESS INC CL A 72703H101 8,934 154,946 SH   SOLE   154,946 0 0
SERVICENOW INC COM 81762P102 8,909 23,592 SH   SOLE   23,592 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 13,365 39,603 SH   SOLE   39,603 0 0
TEXAS INSTRS INC COM 882508104 433 2,800 SH   SOLE   2,800 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 10,496 20,694 SH   SOLE   20,694 0 0
ZOETIS INC CL A 98978V103 9,128 61,557 SH   SOLE   61,557 0 0