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
ACCENTURE PLC CL A G1151C101 1,039 3,979 SH   SOLE   0 0 3,979
ALLIANCE RES PARTNER L P COM UNITS LP 01877R108 929 207,386 SH   SOLE   0 0 207,386
ALPHABET INC CAP STK CL C 02079K107 2,339 1,335 SH   SOLE   0 0 1,335
AMAZON COM INC COM 023135106 1,687 518 SH   SOLE   0 0 518
AMERCO COM 023586100 3,019 6,652 SH   SOLE   0 0 6,652
AMERICAN EXPRESS CO COM 025816109 312 2,580 SH   SOLE   0 0 2,580
AMERICAN TOWER CORP NEW COM 03027X100 1,452 6,471 SH   SOLE   0 0 6,471
BOEING CO COM 097023105 2,001 9,347 SH   SOLE   0 0 9,347
BOOKING HOLDINGS COM 09857L108 664 298 SH   SOLE   0 0 298
BOSTON SCIENTIFIC CORP COM 101137107 1,015 28,226 SH   SOLE   0 0 28,226
BROADCOM INC COM 11135F101 1,864 4,257 SH   SOLE   0 0 4,257
CERNER CORP COM 156782104 815 10,391 SH   SOLE   0 0 10,391
CHURCH & DWIGHT INC COM 171340102 6,156 70,575 SH   SOLE   0 0 70,575
COLUMBIA BANKING SYSTEMS CL A 197236102 122 3,385 SH   SOLE   0 0 3,385
COSTCO WHSL CORP NEW COM 22160K105 1,228 3,258 SH   SOLE   0 0 3,258
DISNEY WALT CO COM 254687106 5,334 29,440 SH   SOLE   0 0 29,440
DOLLAR GEN CORP NEW COM 256677105 1,606 7,639 SH   SOLE   0 0 7,639
DOMINOS PIZZA INC COM 25754A201 961 2,507 SH   SOLE   0 0 2,507
EQUIFAX INC COM 294429105 4,398 22,809 SH   SOLE   0 0 22,809
FACEBOOK INC COM 30303M102 1,655 6,060 SH   SOLE   0 0 6,060
FASTENAL CO COM 311900104 755 15,461 SH   SOLE   0 0 15,461
F5 NETWORKS COM 315616102 2,179 12,387 SH   SOLE   0 0 12,387
FIDELITY NATL INFORMATION SV COM 31620M106 1,171 8,275 SH   SOLE   0 0 8,275
FISERV INC COM 337738108 1,610 14,144 SH   SOLE   0 0 14,144
GAMESTOP CL A 36467W109 292 15,477 SH   SOLE   0 0 15,477
GENERAL DYNAMICS CORP COM 369550108 2,082 13,989 SH   SOLE   0 0 13,989
GILEAD SCIENCES INC COM 375558103 1,668 28,636 SH   SOLE   0 0 28,636
HOME DEPOT INC COM 437076102 1,299 4,895 SH   SOLE   0 0 4,895
INTERCONTINENTAL EXCHANGE IN COM 45866F104 986 8,555 SH   SOLE   0 0 8,555
INTUIT INC COM 461202103 2,519 6,632 SH   SOLE   0 0 6,632
JAZZ PHARMACEUTICALS COM G50871105 4,610 27,928 SH   SOLE   0 0 27,928
MSCI INC COM 55354G100 1,917 4,292 SH   SOLE   0 0 4,292
MSG NETWORK INC COM 553573106 1,262 85,600 SH   SOLE   0 0 85,600
MASTERCARD COM 57636Q104 4,279 11,988 SH   SOLE   0 0 11,988
MOODY'S CORP COM 615369105 1,807 6,226 SH   SOLE   0 0 6,226
NASDAQ STOCK MARKET INC COM 631103108 975 7,344 SH   SOLE   0 0 7,344
NEXSTAR MEDIA GROUP INC CL A 65336K103 6,487 59,411 SH   SOLE   0 0 59,411
ORACLE COM 68389X105 1,917 29,627 SH   SOLE   0 0 29,627
QUALCOMM INC COM 747525103 12,693 83,321 SH   SOLE   0 0 83,321
SHERWIN WILLIAMS CO COM 824348106 1,348 1,834 SH   SOLE   0 0 1,834
SUNCOR ENERGY INC NEW COM 867224107 1,767 105,289 SH   SOLE   0 0 105,289
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 918 8,415 SH   SOLE   0 0 8,415
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 1,193 5,740 SH   SOLE   0 0 5,740
3M CO COM 88579Y101 218 1,250 SH   SOLE   0 0 1,250
TRANSDIGM GROUP INC COM 893641100 7,481 12,088 SH   SOLE   0 0 12,088
UNITEDHEALTH GROUP INC COM 91324P102 865 2,467 SH   SOLE   0 0 2,467
VAIL RESORTS INC COM 91879Q109 948 3,397 SH   SOLE   0 0 3,397
VERISIGN INC COM 92343E102 2,868 13,114 SH   SOLE   0 0 13,114
VISA INC COM CL A 92826C839 4,140 18,926 SH   SOLE   0 0 18,926
WORKDAY INC COM CL A 98138H101 787 3,658 SH   SOLE   0 0 3,658