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 1,086 3,930 SH   SOLE   0 0 3,930
ALLIANCE RES PARTNER L P COM UNITS LP 01877R108 1,368 235,886 SH   SOLE   0 0 235,886
ALPHABET INC CAP STK CL C 02079K107 2,842 1,374 SH   SOLE   0 0 1,374
ALPHABET INC CAP STK CL A 02079K305 212 103 SH   SOLE   0 0 103
AMAZON COM INC COM 023135106 1,603 518 SH   SOLE   0 0 518
AMERCO COM 023586100 3,810 6,221 SH   SOLE   0 0 6,221
AMERICAN EXPRESS CO COM 025816109 365 2,580 SH   SOLE   0 0 2,580
AMERICAN TOWER CORP NEW COM 03027X100 1,517 6,345 SH   SOLE   0 0 6,345
ARTISTA NETWORKS, INC COM 040413106 613 2,032 SH   SOLE   0 0 2,032
BOEING CO COM 097023105 2,304 9,047 SH   SOLE   0 0 9,047
BOOKING HOLDINGS COM 09857L108 718 308 SH   SOLE   0 0 308
BOSTON SCIENTIFIC CORP COM 101137107 1,287 33,307 SH   SOLE   0 0 33,307
BROADCOM INC COM 11135F101 1,980 4,271 SH   SOLE   0 0 4,271
CERNER CORP COM 156782104 741 10,303 SH   SOLE   0 0 10,303
CHURCH & DWIGHT INC COM 171340102 5,992 68,592 SH   SOLE   0 0 68,592
CONSTELLATION BRANDS INC-A COM 21036P108 1,110 4,867 SH   SOLE   0 0 4,867
COSTCO WHSL CORP NEW COM 22160K105 1,150 3,261 SH   SOLE   0 0 3,261
DISNEY WALT CO COM 254687106 5,327 28,870 SH   SOLE   0 0 28,870
DOLLAR GEN CORP NEW COM 256677105 1,561 7,706 SH   SOLE   0 0 7,706
DOMINOS PIZZA INC COM 25754A201 907 2,465 SH   SOLE   0 0 2,465
EQUIFAX INC COM 294429105 4,079 22,519 SH   SOLE   0 0 22,519
FACEBOOK INC COM 30303M102 1,790 6,074 SH   SOLE   0 0 6,074
FASTENAL CO COM 311900104 764 15,200 SH   SOLE   0 0 15,200
F5 NETWORKS COM 315616102 2,551 12,230 SH   SOLE   0 0 12,230
FIDELITY NATL INFORMATION SV COM 31620M106 1,139 8,095 SH   SOLE   0 0 8,095
FISERV INC COM 337738108 1,670 14,025 SH   SOLE   0 0 14,025
FRONTDOOR INC COM 35905A109 3,741 6,960 SH   SOLE   0 0 6,960
GAMESTOP CL A 36467W109 3,588 18,900 SH   SOLE   0 0 18,900
GENERAL DYNAMICS CORP COM 369550108 2,455 13,522 SH   SOLE   0 0 13,522
GILEAD SCIENCES INC COM 375558103 1,857 28,728 SH   SOLE   0 0 28,728
HOME DEPOT INC COM 437076102 1,810 5,931 SH   SOLE   0 0 5,931
INTERCONTINENTAL EXCHANGE IN COM 45866F104 954 8,539 SH   SOLE   0 0 8,539
INTUIT INC COM 461202103 2,540 6,632 SH   SOLE   0 0 6,632
JAZZ PHARMACEUTICALS COM G50871105 4,495 27,348 SH   SOLE   0 0 27,348
MSCI INC COM 55354G100 1,547 3,690 SH   SOLE   0 0 3,690
MSG NETWORK INC COM 553573106 1,261 83,846 SH   SOLE   0 0 83,846
MASTERCARD COM 57636Q104 4,147 11,647 SH   SOLE   0 0 11,647
MOODY'S CORP COM 615369105 1,851 6,200 SH   SOLE   0 0 6,200
NASDAQ STOCK MARKET INC COM 631103108 1,071 7,265 SH   SOLE   0 0 7,265
NEXSTAR MEDIA GROUP INC CL A 65336K103 7,980 56,825 SH   SOLE   0 0 56,825
ORACLE COM 68389X105 1,998 28,477 SH   SOLE   0 0 28,477
QUALCOMM INC COM 747525103 11,311 85,307 SH   SOLE   0 0 85,307
SHERWIN WILLIAMS CO COM 824348106 1,367 1,852 SH   SOLE   0 0 1,852
SUNCOR ENERGY INC NEW COM 867224107 2,203 105,365 SH   SOLE   0 0 105,365
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 998 8,440 SH   SOLE   0 0 8,440
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 753 4,259 SH   SOLE   0 0 4,259
TRANSDIGM GROUP INC COM 893641100 6,708 11,409 SH   SOLE   0 0 11,409
UNITEDHEALTH GROUP INC COM 91324P102 1,443 3,877 SH   SOLE   0 0 3,877
VAIL RESORTS INC COM 91879Q109 699 2,398 SH   SOLE   0 0 2,398
VERISIGN INC COM 92343E102 2,299 11,566 SH   SOLE   0 0 11,566
VISA INC COM CL A 92826C839 3,904 18,440 SH   SOLE   0 0 18,440
WORKDAY INC COM CL A 98138H101 914 3,680 SH   SOLE   0 0 3,680