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
HELIOS TECHNOLOGIES INC Com 42328H109 54,862,000 1,029,496 SH   SOLE   0 0 1,029,496
PAYPAL HOLDINGS INCORPOR Com 70450Y103 14,330,000 61,188 SH   SOLE   0 0 61,188
EPAM SYSTEMS INC Com 29414B104 12,379,000 34,544 SH   SOLE   0 0 34,544
ETSY INC Com 29786A106 10,028,000 56,364 SH   SOLE   0 0 56,364
FACEBOOK INC CLASS A Class A 30303M102 10,026,000 36,704 SH   SOLE   0 0 36,704
GLOBANT SA F Com L44385109 9,517,000 43,736 SH   SOLE   0 0 43,736
WALT DISNEY CO Com 254687106 8,738,000 48,229 SH   SOLE   0 0 48,229
CENTRUS ENERGY CORP CLASS A Class A 15643U104 8,504,000 367,658 SH   SOLE   0 0 367,658
NVIDIA CORP Com 67066G104 7,945,000 15,214 SH   SOLE   0 0 15,214
ALIBABA GROUP HOLDING FSPONSORED ADR 1 ADR REPS 8 ORD SHS Sponsored ADS 01609W102 7,926,000 34,057 SH   SOLE   0 0 34,057
INTUIT INC Com 461202103 7,024,000 18,491 SH   SOLE   0 0 18,491
JPMORGAN CHASE & CO Com 46625H100 6,647,000 52,311 SH   SOLE   0 0 52,311
LGI HOMES INC Com 50187T106 6,617,000 62,513 SH   SOLE   0 0 62,513
ZTO EXPRESS CAYMAN INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS Sponsored ADS 98980A105 6,404,000 219,607 SH   SOLE   0 0 219,607
REALPAGE INC Com 75606N109 6,255,000 71,700 SH   SOLE   0 0 71,700
APPLE INC Com 037833100 4,977,000 37,510 SH   SOLE   0 0 37,510
CERENCE INC Com 156727109 4,905,000 48,819 SH   SOLE   0 0 48,819
AIR TRANS SVCS GROUP Com 00922R105 4,384,000 139,880 SH   SOLE   0 0 139,880
CROWN CASTLE INTL CO REIT Com 22822V101 1,752,000 11,005 SH   SOLE   0 0 11,005
INTEL CORP Com 458140100 1,588,000 31,878 SH   SOLE   0 0 31,878
HOME DEPOT INC Com 437076102 1,487,000 5,597 SH   SOLE   0 0 5,597
VERIZON COMMUNICATN Com 92343V104 1,293,000 22,013 SH   SOLE   0 0 22,013
JABIL INC Com 466313103 874,000 20,555 SH   SOLE   0 0 20,555
NEXTERA ENERGY INC Com 65339F101 821,000 10,645 SH   SOLE   0 0 10,645
CISCO SYSTEMS INC Com 17275R102 765,000 17,105 SH   SOLE   0 0 17,105
ABBVIE INC Com 00287Y109 728,000 6,798 SH   SOLE   0 0 6,798
PUB SVC ENTERPISE GP Com 744573106 692,000 11,872 SH   SOLE   0 0 11,872
LOWES COS INC Com 548661107 679,000 4,232 SH   SOLE   0 0 4,232
PAYCHEX INC Com 704326107 666,000 7,151 SH   SOLE   0 0 7,151
ADOBE INC Com 00724F101 666,000 1,331 SH   SOLE   0 0 1,331
FASTENAL CO Com 311900104 660,000 13,507 SH   SOLE   0 0 13,507
ABBOTT LABORATORIES Com 002824100 654,000 5,969 SH   SOLE   0 0 5,969
EDWARDS LIFESCIENCES Com 28176E108 651,000 7,134 SH   SOLE   0 0 7,134
PFIZER INC Com 717081103 648,000 17,605 SH   SOLE   0 0 17,605
PROCTER & GAMBLE Com 742718109 638,000 4,586 SH   SOLE   0 0 4,586
ARCHER DANIELS MIDLAND C Com 039483102 605,000 12,000 SH   SOLE   0 0 12,000
NORDSON CORP Com 655663102 590,000 2,934 SH   SOLE   0 0 2,934
WALMART INC Com 931142103 546,000 3,788 SH   SOLE   0 0 3,788
CUMMINS INC Com 231021106 529,000 2,328 SH   SOLE   0 0 2,328
DEERE & CO Com 244199105 505,000 1,876 SH   SOLE   0 0 1,876
HONEYWELL INTL INC Com 438516106 493,000 2,320 SH   SOLE   0 0 2,320
MICROSOFT CORP Com 594918104 479,000 2,152 SH   SOLE   0 0 2,152
VEEVA SYSTEMS INC CLASS A Class A 922475108 474,000 1,740 SH   SOLE   0 0 1,740
ROYAL BANK OF CANADA F Com 780087102 460,000 5,603 SH   SOLE   0 0 5,603
ORAGENICS INC Com 684023302 453,000 1,008,117 SH   SOLE   0 0 1,008,117
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS SPON ADR New 904767704 451,000 7,467 SH   SOLE   0 0 7,467
VANGUARD REAL ESTATE ETF ETF 922908553 441,000 5,189 SH   SOLE   0 0 5,189
JOHNSON & JOHNSON Com 478160104 438,000 2,780 SH   SOLE   0 0 2,780
PRA HEALTH SCIENCES Com 69354M108 437,000 3,487 SH   SOLE   0 0 3,487
PUBLIC STORAGE REIT Com 74460D109 425,000 1,840 SH   SOLE   0 0 1,840
PPG INDUSTRIES INC Com 693506107 423,000 2,934 SH   SOLE   0 0 2,934
PEPSICO INC Com 713448108 423,000 2,853 SH   SOLE   0 0 2,853
THOMSON REUTERS CORP F Com New 884903709 422,000 5,154 SH   SOLE   0 0 5,154
INTERCONTINENTAL EXC Com 45866F104 404,000 3,500 SH   SOLE   0 0 3,500
ISHARES CORE S&P 500 ETF Core S&P ETF 464287200 398,000 1,060 SH   SOLE   0 0 1,060
EMERSON ELECTRIC CO Com 291011104 395,000 4,914 SH   SOLE   0 0 4,914
VISA INC CLASS A Com CL A 92826C839 369,000 1,688 SH   SOLE   0 0 1,688
TAL EDUCATION GROUP FSPONSORED ADR 0.333333333333 ORD SHS Sponsored ADS 874080104 347,000 4,859 SH   SOLE   0 0 4,859
BANK OF AMERICA CORP Com 060505104 322,000 10,635 SH   SOLE   0 0 10,635
PALO ALTO NETWORKS Com 697435105 320,000 900 SH   SOLE   0 0 900
AMAZON.COM INC Com 023135106 310,000 95 SH   SOLE   0 0 95
DOLLAR GENERAL CORP Com 256677105 308,000 1,466 SH   SOLE   0 0 1,466
MEDICAL PROPERTIES REIT Com 58463J304 304,000 13,961 SH   SOLE   0 0 13,961
VANGUARD TOTAL STOCK MARKET ETF ETC 922908769 301,000 1,546 SH   SOLE   0 0 1,546
MERCK & CO. INC. Com 58933Y105 281,000 3,435 SH   SOLE   0 0 3,435
MCKESSON CORP Com 58155Q103 274,000 1,575 SH   SOLE   0 0 1,575
THE COCA-COLA CO Com 191216100 255,000 4,654 SH   SOLE   0 0 4,654
WELLTOWER INC REIT Com 95040Q104 252,000 3,898 SH   SOLE   0 0 3,898
VMWARE INC CLASS A Cl A Com 928563402 242,000 1,724 SH   SOLE   0 0 1,724
INPHI CORP Com 45772F107 241,000 1,500 SH   SOLE   0 0 1,500
L3HARRIS TECHNOLOGIES IN Com 502431109 240,000 1,268 SH   SOLE   0 0 1,268
COMCAST CORP CLASS A Cl A 20030N101 220,000 4,202 SH   SOLE   0 0 4,202
ISHARES CORE MSCI TOTL INTL STCK ETF Total St ETF 46432F834 215,000 3,193 SH   SOLE   0 0 3,193
BANK NOVA SCOTIA F Com 064149107 204,000 3,770 SH   SOLE   0 0 3,770
GRAN TIERRA ENERGY Com 38500T101 4,000 10,000 SH   SOLE   0 0 10,000