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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100 BBG001S5N9M6 226,960 2,067 SH   SOLE   0 0 2,067
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 935,149 14,438 SH   SOLE   0 0 14,438
AIR TRANSPORT SERVICES GRP I COM 00922R105 BBG001S8KJF9 582,420 22,418 SH   SOLE   0 0 22,418
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 2,198,515 24,918 SH   SOLE   0 0 24,918
AMAZON COM INC COM 023135106 BBG001S5PQL7 9,320,240 110,955 SH   SOLE   0 0 110,955
APPLE INC COM 037833100 BBG001S5N8V8 17,112,298 131,704 SH   SOLE   0 0 131,704
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 269,414 2,767 SH   SOLE   0 0 2,767
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 4,397,940 132,788 SH   SOLE   0 0 132,788
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 952,957 3,085 SH   SOLE   0 0 3,085
CATERPILLAR INC COM 149123101 BBG001S5PJ06 277,617 1,159 SH   SOLE   0 0 1,159
CHIPOTLE MEXICAN GRILL INC COM 169656105 BBG001SP50B3 2,960,904 2,134 SH   SOLE   0 0 2,134
CISCO SYS INC COM 17275R102 BBG001S6HC62 642,054 13,477 SH   SOLE   0 0 13,477
CLEVELAND-CLIFFS INC NEW COM 185899101 BBG001S5PW43 356,176 22,109 SH   SOLE   0 0 22,109
CME GROUP INC COM 12572Q105 BBG001S86547 1,351,955 8,040 SH   SOLE   0 0 8,040
COCA COLA CO COM 191216100 BBG001S5SMQ8 233,019 3,663 SH   SOLE   0 0 3,663
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 2,275,026 4,984 SH   SOLE   0 0 4,984
CROCS INC COM 227046109 BBG001SDGFR8 6,680,047 61,607 SH   SOLE   0 0 61,607
D R HORTON INC COM 23331A109 BBG001S8M692 4,786,418 53,696 SH   SOLE   0 0 53,696
DARLING INGREDIENTS INC COM 237266101 BBG001SB7RP8 391,626 6,257 SH   SOLE   0 0 6,257
DATADOG INC CL A COM 23804L103 BBG003NJHZW5 299,880 4,080 SH   SOLE   0 0 4,080
DISNEY WALT CO COM 254687106 BBG001S5QHF3 864,721 9,953 SH   SOLE   0 0 9,953
ETSY INC COM 29786A106 BBG001T53625 4,748,678 39,645 SH   SOLE   0 0 39,645
EXACT SCIENCES CORP COM 30063P105 BBG001SGCLB9 205,467 4,150 SH   SOLE   0 0 4,150
FORD MTR CO DEL COM 345370860 BBG001S5TZ33 393,235 33,812 SH   SOLE   0 0 33,812
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 4,603,864 13,407 SH   SOLE   0 0 13,407
HOME DEPOT INC COM 437076102 BBG001S5RTW7 537,027 1,700 SH   SOLE   0 0 1,700
ISHARES TR 1 3 YR TREAS BD 464287457 BBG001SKXPR1 642,643 7,917 SH   SOLE   0 0 7,917
ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 1,028,491 10,604 SH   SOLE   0 0 10,604
ISHARES TR IBOXX INV CP ETF 464287242 BBG001S60QR6 1,340,103 12,711 SH   SOLE   0 0 12,711
ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 4,228,596 24,252 SH   SOLE   0 0 24,252
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 1,439,233 8,147 SH   SOLE   0 0 8,147
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 2,002,682 14,934 SH   SOLE   0 0 14,934
KKR & CO INC COM 48251W104 BBG001S6PW05 521,004 11,224 SH   SOLE   0 0 11,224
LILLY ELI & CO COM 532457108 BBG001S5STL8 4,853,217 13,266 SH   SOLE   0 0 13,266
MCDONALDS CORP COM 580135101 BBG001S5T110 490,337 1,861 SH   SOLE   0 0 1,861
MICROSOFT CORP COM 594918104 BBG001S5TD05 2,043,032 8,519 SH   SOLE   0 0 8,519
MSCI INC COM 55354G100 BBG001SV8B05 5,296,942 11,387 SH   SOLE   0 0 11,387
NUCOR CORP COM 670346105 BBG001S5TRV0 496,535 3,767 SH   SOLE   0 0 3,767
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 4,546,606 31,111 SH   SOLE   0 0 31,111
PFIZER INC COM 717081103 BBG001S5V466 449,914 8,781 SH   SOLE   0 0 8,781
PINDUODUO INC SPONSORED ADS 722304102 BBG00LBLDFH8 3,119,564 38,253 SH   SOLE   0 0 38,253
PNC FINL SVCS GROUP INC COM 693475105 BBG001S5V947 1,236,041 7,826 SH   SOLE   0 0 7,826
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 5,095,365 33,619 SH   SOLE   0 0 33,619
PVH CORPORATION COM 693656100 BBG001S5VGY8 2,627,854 37,227 SH   SOLE   0 0 37,227
QUALCOMM INC COM 747525103 BBG001S6VS70 269,573 2,452 SH   SOLE   0 0 2,452
SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 4,459,655 53,563 SH   SOLE   0 0 53,563
SHERWIN WILLIAMS CO COM 824348106 BBG001S5W2F9 769,169 3,241 SH   SOLE   0 0 3,241
SIMON PPTY GROUP INC NEW COM 828806109 BBG001S77WM9 2,607,116 22,192 SH   SOLE   0 0 22,192
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 642,377 1,680 SH   SOLE   0 0 1,680
SPDR SER TR BLOOMBERG HIGH Y 78468R622 BBG001SQS7X7 5,043,710 56,041 SH   SOLE   0 0 56,041
STANLEY BLACK & DECKER INC COM 854502101 BBG001S5WHT1 256,257 3,411 SH   SOLE   0 0 3,411
STARBUCKS CORP COM 855244109 BBG001S72KH6 1,028,618 10,369 SH   SOLE   0 0 10,369
SUNRUN INC COM 86771W105 BBG0025XVR94 252,450 10,510 SH   SOLE   0 0 10,510
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 2,279,461 4,139 SH   SOLE   0 0 4,139
T-MOBILE US INC COM 872590104 BBG001SKR9Y6 13,036,194 93,116 SH   SOLE   0 0 93,116
ULTA BEAUTY INC COM 90384S303 BBG00FWQ4W44 7,065,132 15,062 SH   SOLE   0 0 15,062
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 9,009,786 16,994 SH   SOLE   0 0 16,994
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 204,003 581 SH   SOLE   0 0 581
VISA INC COM CL A 92826C839 BBG001SRCFY3 1,651,575 7,949 SH   SOLE   0 0 7,949