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
ABBOTT LABORATORIES COM 002824100 1,198 10,000 SH   SOLE   1,198 0 0
ACTIVISION BLIZZARD INC COM 00507V109 530 5,700 SH   SOLE   530 0 0
AIR PRODUCTS & CHEMICALS INC COM 009158106 2,813 10,000 SH   SOLE   2,813 0 0
ALPHABET INC CL A COM 02079K305 422 205 SH   SOLE   422 0 0
ALPHABET INC CL C COM 02079K107 3,227 1,560 SH   SOLE   3,227 0 0
AMAZON COM INC COM 023135106 6,992 2,260 SH   SOLE   6,992 0 0
APPLE INC COM 037833100 830 6,800 SH   SOLE   830 0 0
APPLIED MATERIALS INC COM 038222105 1,365 10,223 SH   SOLE   1,365 0 0
APTIV PLC COM 071313689 2,096 15,200 SH   SOLE   2,096 0 0
ASML HLDG NV NY REG COM N07059202 219 356 SH   SOLE   219 0 0
AZEK CO INC COM 05478C105 2,186 52,000 SH   SOLE   2,186 0 0
BAIDU INC SPONSORED ADR 056752108 1,633 7,507 SH   SOLE   1,633 0 0
BANK OF AMERICA CORP COM 060505104 1,160 30,000 SH   SOLE   1,160 0 0
BANK OF NEW YORK MELLON CORP COM 064058100 945 20,000 SH   SOLE   945 0 0
BERKSHIRE HATHAWAY INC CL B COM 084670702 510 2,000 SH   SOLE   510 0 0
BLACKLINE INC COM 09239B109 542 5,000 SH   SOLE   542 0 0
BOEING CO COM 097023105 203 800 SH   SOLE   203 0 0
BROADRIDGE FINANCIAL SOLUTIONS INC COM 11133T103 765 5,000 SH   SOLE   765 0 0
CADENCE DESIGN SYSTEMS INC COM 127387108 1,369 10,000 SH   SOLE   1,369 0 0
CARRIER GLOBAL CORP COM 14448C104 1,414 33,500 SH   SOLE   1,414 0 0
CHIPOLTLE MEXICAN GRILL INC COM 169656105 1,420 1,000 SH   SOLE   1,420 0 0
CISCO SYSTEMS COM 17275R102 2,089 40,400 SH   SOLE   2,089 0 0
CORNING INC COM 219350105 2,927 67,280 SH   SOLE   2,927 0 0
COSTCO WHOLESALE CORP COM 22160K105 1,762 5,000 SH   SOLE   1,762 0 0
COUPANG INC COM 22266T109 784 15,900 SH   SOLE   784 0 0
CROCS INC COM 227046109 11,000 884 SH   SOLE   11,000 0 0
DMY TECHNOLOGY GROUP INC III CL A COM 233253103 269 25,000 SH   SOLE   269 0 0
DOLBY LABORATORIES INC CL A COM 25659T107 1,974 20,000 SH   SOLE   1,974 0 0
DOLLAR GENERAL CORP COM 256677105 4,025 20,000 SH   SOLE   4,025 0 0
FACEBOOK INC CL A COM 30303M102 6,661 22,618 SH   SOLE   6,661 0 0
FACTSET RESEARCH SYSTEMS INC COM 303075105 3,934 12,750 SH   SOLE   3,934 0 0
FEDERAL AGRICULTURAL MORTGAGE COM 313148306 523 5,200 SH   SOLE   523 0 0
FIFTH THIRD BANCORP COM 316773100 752 20,093 SH   SOLE   752 0 0
FISERV INC COM 337738108 1,785 15,000 SH   SOLE   1,785 0 0
FOOT LOCKER INC COM 344849104 843 15,000 SH   SOLE   843 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 1,700 5,200 SH   SOLE   1,700 0 0
IDEXX LABORATORIES INC COM 45168D104 1,957 4,000 SH   SOLE   1,957 0 0
ILLUMINA INC COM 452327109 1,958 5,100 SH   SOLE   1,958 0 0
JOHNSON CONTROLS INTL PLC COM SBY7QL612 596 10,000 SH   SOLE   596 0 0
LAM RESEARCH CORP COM 512807108 3,035 5,100 SH   SOLE   3,035 0 0
LINDSAY CORP COM 535555106 349 2,100 SH   SOLE   349 0 0
MARKETAXESS HLDGS INC COM 57060D108 1,070 2,150 SH   SOLE   1,070 0 0
MASTERCARD INC A COM 57636Q104 217 610 SH   SOLE   217 0 0
MIRCON TECHNOLOGY INC COM 595112103 326 3,700 SH   SOLE   326 0 0
MIRCOSOFT CORP COM 594918104 565 2,400 SH   SOLE   565 0 0
MOODYS CORP COM 615369105 2,090 7,000 SH   SOLE   2,090 0 0
MSCI INC COM 55354G100 2,515 6,000 SH   SOLE   2,515 0 0
NETFLIX COM 64110L106 219 420 SH   SOLE   219 0 0
NVIDIA CORP COM 67066G104 3,027 5,670 SH   SOLE   3,027 0 0
NXP SEMICONDUCTOR NV COM 00C6PD6Y9 2,093 10,400 SH   SOLE   2,093 0 0
OCCIDENTAL PETROLEUM CORP COM 674599105 1,479 55,584 SH   SOLE   1,479 0 0
OTIS WORLDWIDE CORP COM 68902V107 3,559 52,000 SH   SOLE   3,559 0 0
PALANTIR TECHNOLOGIES INC A COM 69608A108 526 22,600 SH   SOLE   526 0 0
PAYPAL HLDGS COM 70450Y103 2,889 11,900 SH   SOLE   2,889 0 0
PENN NATIONAL GAMING INC COM 707569109 230 2,200 SH   SOLE   230 0 0
POOL CORP COM 73278L105 1,726 5,000 SH   SOLE   1,726 0 0
QUALCOMM INC COM 747525103 1,988 15,000 SH   SOLE   1,988 0 0
QUANTA SERVICES INC COM 74762E102 879 10,000 SH   SOLE   879 0 0
S&P GLOBAL INC COM 78409V104 1,517 4,300 SH   SOLE   1,517 0 0
SALESFORCE COM INC COM 79466L302 3,432 16,200 SH   SOLE   3,432 0 0
SCHRODINGER INC COM 80810D103 1,243 16,300 SH   SOLE   1,243 0 0
SEA LTD SPONSORED ADR 81141R100 267 1,200 SH   SOLE   267 0 0
SKILLZ INC COM 83067L109 304 16,000 SH   SOLE   304 0 0
SPLUNK INC COM 83067L109 677 5,000 SH   SOLE   677 0 0
SQUARE INC A COM 852234103 238 1,052 SH   SOLE   238 0 0
STARBUCKS CORP COM 855244109 3,332 30,500 SH   SOLE   3,332 0 0
STATE STREET CORP COM 857477103 2,310 27,500 SH   SOLE   2,310 0 0
SVB FINANCIAL GROUP COM 78486Q101 770 1,560 SH   SOLE   770 0 0
SYNOPSYS INC COM 871607107 1,238 5,000 SH   SOLE   1,238 0 0
TESLA INCO COM 88160R101 1,350 2,022 SH   SOLE   1,350 0 0
TRANE TECHNOLOGIES PLC COM G47791101 831 5,020 SH   SOLE   831 0 0
VIACOMCBS INC CL B COM 124857202 902 20,000 SH   SOLE   902 0 0
WALMART INC COM 931142103 2,037 15,000 SH   SOLE   2,037 0 0
WALT DISNEY CO COM 254687106 3,956 21,441 SH   SOLE   3,956 0 0
WELBILT INC COM 563568104 812 50,000 SH   SOLE   812 0 0
WEST PHARMACEUTICAL SERVICES INC COM 955306105 845 3,000 SH   SOLE   845 0 0
WILLIAMS SONOMA INC COM 969904101 1,792 10,000 SH   SOLE   1,792 0 0
ZILLOW GROUP INC CL C COM 988771101 1,296 10,000 SH   SOLE   1,296 0 0
ZOETIS INC CL A COM 98978V103 944 6,000 SH   SOLE   944 0 0