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 1,413 4,190 SH   SOLE   0 0 4,190
ALLIANCE RES PARTNER L P COM UNITS LP 01877R108 4,339 281,230 SH   SOLE   0 0 281,230
ALPHABET INC CAP STK CL C 02079K107 3,779 1,353 SH   SOLE   0 0 1,353
ALPHABET INC CAP STK CL A 02079K305 286 103 SH   SOLE   0 0 103
AMAZON COM INC COM 023135106 3,772 1,157 SH   SOLE   0 0 1,157
AMERCO COM 023586100 1,178 1,974 SH   SOLE   0 0 1,974
AMERICAN EXPRESS CO COM 025816109 418 2,235 SH   SOLE   0 0 2,235
AMERICAN TOWER CORP NEW COM 03027X100 1,543 6,143 SH   SOLE   0 0 6,143
APPLE INC COM 037833100 729 4,176 SH   SOLE   0 0 4,176
BOEING CO COM 097023105 1,411 7,370 SH   SOLE   0 0 7,370
BOOKING HOLDINGS COM 09857L108 1,592 678 SH   SOLE   0 0 678
BOSTON SCIENTIFIC CORP COM 101137107 1,605 36,230 SH   SOLE   0 0 36,230
BROADCOM INC COM 11135F101 2,848 4,523 SH   SOLE   0 0 4,523
CERNER CORP COM 156782104 1,028 10,989 SH   SOLE   0 0 10,989
CHARTER COMMUNICATIONS INC DEL COM 16119P108 870 1,595 SH   SOLE   0 0 1,595
CHURCH & DWIGHT INC COM 171340102 6,398 64,381 SH   SOLE   0 0 64,381
CONSTELLATION BRANDS INC-A COM 21036P108 1,191 5,170 SH   SOLE   0 0 5,170
COSTCO WHSL CORP NEW COM 22160K105 1,770 3,074 SH   SOLE   0 0 3,074
DISNEY WALT CO COM 254687106 3,855 28,109 SH   SOLE   0 0 28,109
DOLLAR GEN CORP NEW COM 256677105 1,808 8,120 SH   SOLE   0 0 8,120
DOMINOS PIZZA INC COM 25754a201 1,304 3,204 SH   SOLE   0 0 3,204
EQUIFAX INC COM 294429105 4,599 19,395 SH   SOLE   0 0 19,395
FACEBOOK INC COM 30303M102 1,739 7,821 SH   SOLE   0 0 7,821
FASTENAL CO COM 311900104 823 13,858 SH   SOLE   0 0 13,858
FISERV INC COM 337738108 1,216 11,992 SH   SOLE   0 0 11,992
GAMESTOP CL A 36467W109 7,979 47,900 SH   SOLE   0 0 47,900
GENERAL DYNAMICS CORP COM 369550108 2,327 9,650 SH   SOLE   0 0 9,650
GILEAD SCIENCES INC COM 375558103 900 15,140 SH   SOLE   0 0 15,140
HOME DEPOT INC COM 437076102 1,845 6,164 SH   SOLE   0 0 6,164
INTERCONTINENTAL EXCHANGE IN COM 45866F104 1,353 10,243 SH   SOLE   0 0 10,243
INTUIT INC COM 461202103 2,780 5,782 SH   SOLE   0 0 5,782
JAZZ PHARMACEUTICALS COM G50871105 4,427 28,440 SH   SOLE   0 0 28,440
MSCI INC COM 55354G100 1,470 2,923 SH   SOLE   0 0 2,923
MADISON SQUARE GARDEN ENTERTAINMENT COM 55826T102 861 10,330 SH   SOLE   0 0 10,330
MASTERCARD COM 57636Q104 4,437 12,414 SH   SOLE   0 0 12,414
MOODY'S CORP COM 615369105 2,204 6,533 SH   SOLE   0 0 6,533
NASDAQ STOCK MARKET INC COM 631103108 924 5,187 SH   SOLE   0 0 5,187
NEXSTAR MEDIA GROUP INC CL A 65336K103 9,565 50,750 SH   SOLE   0 0 50,750
ORACLE COM 68389X105 2,145 25,926 SH   SOLE   0 0 25,926
PROGRESSIVE CORP COM 743315103 1,457 12,784 SH   SOLE   0 0 12,784
QUALCOMM INC COM 747525103 13,091 85,660 SH   SOLE   0 0 85,660
SHERWIN WILLIAMS CO COM 824348106 1,279 5,122 SH   SOLE   0 0 5,122
SUNCOR ENERGY INC NEW COM 867224107 4,480 137,454 SH   SOLE   0 0 137,454
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1,497 14,354 SH   SOLE   0 0 14,354
TRANSDIGM GROUP INC COM 893641100 7,443 11,423 SH   SOLE   0 0 11,423
UNITEDHEALTH GROUP INC COM 91324P102 3,097 6,072 SH   SOLE   0 0 6,072
VAIL RESORTS INC COM 91879Q109 664 2,550 SH   SOLE   0 0 2,550
VERISIGN INC COM 92343E102 1,821 8,186 SH   SOLE   0 0 8,186
VISA INC COM CL A 92826C839 4,409 19,881 SH   SOLE   0 0 19,881
WORKDAY INC COM CL A 98138H101 530 2,212 SH   SOLE   0 0 2,212