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 CL A G1151C101 1,731 4,175 SH   SOLE   0 0 4,175
ALLIANCE RES PARTNER L P COM UNITS LP 01877R108 3,517 278,230 SH   SOLE   0 0 278,230
ALPHABET INC CAP STK CL C 02079K107 3,924 1,356 SH   SOLE   0 0 1,356
ALPHABET INC CAP STK CL A 02079K305 298 103 SH   SOLE   0 0 103
AMAZON COM INC COM 023135106 3,928 1,178 SH   SOLE   0 0 1,178
AMERCO COM 023586100 1,872 2,578 SH   SOLE   0 0 2,578
AMERICAN EXPRESS CO COM 025816109 386 2,358 SH   SOLE   0 0 2,358
AMERICAN TOWER CORP NEW COM 03027X100 1,971 6,738 SH   SOLE   0 0 6,738
APPLE INC COM 037833100 742 4,176 SH   SOLE   0 0 4,176
ARISTA NETWORKS, INC COM 040413106 1,107 7,704 SH   SOLE   0 0 7,704
BOEING CO COM 097023105 1,534 7,620 SH   SOLE   0 0 7,620
BOOKING HOLDINGS COM 09857L108 785 328 SH   SOLE   0 0 328
BOSTON SCIENTIFIC CORP COM 101137107 1,540 36,248 SH   SOLE   0 0 36,248
BROADCOM INC COM 11135F101 3,010 4,524 SH   SOLE   0 0 4,524
CERNER CORP COM 156782104 1,013 10,903 SH   SOLE   0 0 10,903
CHURCH & DWIGHT INC COM 171340102 6,706 65,427 SH   SOLE   0 0 65,427
CONSTELLATION BRANDS INC-A COM 21036P108 1,295 5,160 SH   SOLE   0 0 5,160
COSTCO WHSL CORP NEW COM 22160K105 1,738 3,062 SH   SOLE   0 0 3,062
DISNEY WALT CO COM 254687106 4,189 27,042 SH   SOLE   0 0 27,042
DOLLAR GEN CORP NEW COM 256677105 1,914 8,114 SH   SOLE   0 0 8,114
DOMINOS PIZZA INC COM 25754a201 1,453 2,575 SH   SOLE   0 0 2,575
EQUIFAX INC COM 294429105 5,587 19,081 SH   SOLE   0 0 19,081
FACEBOOK INC COM 30303M102 2,606 7,747 SH   SOLE   0 0 7,747
FASTENAL CO COM 311900104 1,029 16,065 SH   SOLE   0 0 16,065
FISERV INC COM 337738108 1,511 14,558 SH   SOLE   0 0 14,558
GAMESTOP CL A 36467W109 3,695 24,900 SH   SOLE   0 0 24,900
GENERAL DYNAMICS CORP COM 369550108 2,652 12,723 SH   SOLE   0 0 12,723
GILEAD SCIENCES INC COM 375558103 1,174 16,172 SH   SOLE   0 0 16,172
HOME DEPOT INC COM 437076102 2,564 6,177 SH   SOLE   0 0 6,177
INTERCONTINENTAL EXCHANGE IN COM 45866F104 1,393 10,183 SH   SOLE   0 0 10,183
INTUIT INC COM 461202103 3,719 5,782 SH   SOLE   0 0 5,782
JAZZ PHARMACEUTICALS COM G50871105 3,493 27,419 SH   SOLE   0 0 27,419
MSCI INC COM 55354G100 1,992 3,252 SH   SOLE   0 0 3,252
MADISON SQUARE GARDEN ENTERTAINMENT COM 55826T102 758 10,783 SH   SOLE   0 0 10,783
MASTERCARD COM 57636Q104 4,624 12,868 SH   SOLE   0 0 12,868
MOODY'S CORP COM 615369105 2,546 6,519 SH   SOLE   0 0 6,519
NASDAQ STOCK MARKET INC COM 631103108 1,478 7,036 SH   SOLE   0 0 7,036
NEXSTAR MEDIA GROUP INC CL A 65336K103 7,942 52,606 SH   SOLE   0 0 52,606
NIKE INC CLASS B COM 654106103 309 1,852 SH   SOLE   0 0 1,852
ORACLE COM 68389X105 2,332 26,739 SH   SOLE   0 0 26,739
PROGRESSIVE CORP COM 743315103 870 8,479 SH   SOLE   0 0 8,479
QUALCOMM INC COM 747525103 15,720 85,960 SH   SOLE   0 0 85,960
SHERWIN WILLIAMS CO COM 824348106 1,798 5,106 SH   SOLE   0 0 5,106
SUNCOR ENERGY INC NEW COM 867224107 3,447 137,605 SH   SOLE   0 0 137,605
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1,184 9,844 SH   SOLE   0 0 9,844
TRANSDIGM GROUP INC COM 893641100 7,054 11,087 SH   SOLE   0 0 11,087
UNITEDHEALTH GROUP INC COM 91324P102 3,053 6,080 SH   SOLE   0 0 6,080
VAIL RESORTS INC COM 91879Q109 834 2,543 SH   SOLE   0 0 2,543
VERISIGN INC COM 92343E102 2,231 8,791 SH   SOLE   0 0 8,791
VISA INC COM CL A 92826C839 4,388 20,249 SH   SOLE   0 0 20,249
WORKDAY INC COM CL A 98138H101 1,061 3,883 SH   SOLE   0 0 3,883