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 COM G1151C101 1,197 4,061 SH   SOLE   0 0 4,061
ALLIANCE RES PARTNER L P COM UNITS LP 01877R108 2,297 318,648 SH   SOLE   0 0 318,648
ALPHABET INC CAP STK CL C 02079K107 3,489 1,392 SH   SOLE   0 0 1,392
ALPHABET INC CAP STK CL A 02079K305 252 103 SH   SOLE   0 0 103
AMAZON COM INC COM 023135106 2,848 828 SH   SOLE   0 0 828
AMERCO COM 023586100 3,631 6,160 SH   SOLE   0 0 6,160
AMERICAN EXPRESS CO COM 025816109 427 2,585 SH   SOLE   0 0 2,585
AMERICAN TOWER CORP NEW COM 03027X100 1,773 6,563 SH   SOLE   0 0 6,563
ARTISTA NETWORKS, INC COM 040413106 798 2,202 SH   SOLE   0 0 2,202
BOEING CO COM 097023105 1,867 7,793 SH   SOLE   0 0 7,793
BOOKING HOLDINGS COM 09857L108 698 319 SH   SOLE   0 0 319
BOSTON SCIENTIFIC CORP COM 101137107 1,500 35,077 SH   SOLE   0 0 35,077
BROADCOM INC COM 11135F101 2,100 4,405 SH   SOLE   0 0 4,405
CERNER CORP COM 156782104 834 10,666 SH   SOLE   0 0 10,666
CHURCH & DWIGHT INC COM 171340102 5,782 67,851 SH   SOLE   0 0 67,851
CONSTELLATION BRANDS INC-A COM 21036P108 1,174 5,018 SH   SOLE   0 0 5,018
COSTCO WHSL CORP NEW COM 22160K105 1,326 3,351 SH   SOLE   0 0 3,351
DISNEY WALT CO COM 254687106 5,174 29,439 SH   SOLE   0 0 29,439
DOLLAR GEN CORP NEW COM 256677105 1,717 7,934 SH   SOLE   0 0 7,934
DOMINOS PIZZA INC COM 25754a201 1,183 2,538 SH   SOLE   0 0 2,538
EQUIFAX INC COM 294429105 5,113 21,348 SH   SOLE   0 0 21,348
FACEBOOK INC COM 30303M102 2,239 6,438 SH   SOLE   0 0 6,438
FASTENAL CO COM 311900104 816 15,686 SH   SOLE   0 0 15,686
FIDELITY NATL INFORMATION SV COM 31620M106 1,186 8,374 SH   SOLE   0 0 8,374
FISERV INC COM 337738108 1,534 14,355 SH   SOLE   0 0 14,355
GAMESTOP CL A 36467W109 4,261 19,900 SH   SOLE   0 0 19,900
GENERAL DYNAMICS CORP COM 369550108 2,471 13,127 SH   SOLE   0 0 13,127
GILEAD SCIENCES INC COM 375558103 1,786 25,939 SH   SOLE   0 0 25,939
HOME DEPOT INC COM 437076102 1,957 6,136 SH   SOLE   0 0 6,136
INTERCONTINENTAL EXCHANGE IN COM 45866F104 1,045 8,806 SH   SOLE   0 0 8,806
INTUIT INC COM 461202103 2,908 5,932 SH   SOLE   0 0 5,932
JAZZ PHARMACEUTICALS PLC COM G50871105 4,879 27,463 SH   SOLE   0 0 27,463
MSCI INC COM 55354G100 2,020 3,789 SH   SOLE   0 0 3,789
MSG NETWORK INC COM 553573106 1,181 80,986 SH   SOLE   0 0 80,986
MASTERCARD COM 57636Q104 4,261 11,671 SH   SOLE   0 0 11,671
MOODY'S CORP COM 615369105 2,314 6,385 SH   SOLE   0 0 6,385
NASDAQ STOCK MARKET INC COM 631103108 1,195 6,796 SH   SOLE   0 0 6,796
NEXSTAR MEDIA GROUP INC CL A 65336K103 8,258 55,844 SH   SOLE   0 0 55,844
ORACLE COM 68389X105 2,147 27,584 SH   SOLE   0 0 27,584
QUALCOMM INC COM 747525103 12,425 86,928 SH   SOLE   0 0 86,928
SHERWIN WILLIAMS CO COM 824348106 1,513 5,553 SH   SOLE   0 0 5,553
SUNCOR ENERGY INC NEW COM 867224107 2,482 103,657 SH   SOLE   0 0 103,657
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1,049 8,731 SH   SOLE   0 0 8,731
TAKE-TWO INTERACTIVE SOFTWARE COM 874054109 604 3,414 SH   SOLE   0 0 3,414
TRANSDIGM GROUP INC COM 893641100 7,312 11,297 SH   SOLE   0 0 11,297
UNITEDHEALTH GROUP INC COM 91324P102 1,630 4,071 SH   SOLE   0 0 4,071
VAIL RESORTS INC COM 91879Q109 772 2,440 SH   SOLE   0 0 2,440
VERISIGN INC COM 92343E102 2,089 9,173 SH   SOLE   0 0 9,173
VISA INC COM CL A 92826C839 4,330 18,518 SH   SOLE   0 0 18,518
WORKDAY INC COM CL A 98138H101 906 3,796 SH   SOLE   0 0 3,796