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
ABB LTD ADR 000375204 548 19,590 SH   SOLE   7,603 0 11,987
ABBOTT LABS CS 002824100 19,559 178,633 SH   SOLE   17,120 0 161,513
ABBVIE INC CS 00287Y109 15,846 147,883 SH   SOLE   58,444 0 89,439
ACCENTURE PLC IRELAND SHS CLAS CS G1151C101 11,894 45,534 SH   SOLE   15,146 0 30,388
ACTIVISION BLIZZARD INC CS 00507V109 1,399 15,071 SH   SOLE   2,473 0 12,598
AGILENT TECHNOLOGIES INC CS 00846U101 20,782 175,390 SH   SOLE   51,859 0 123,531
ALPHABET INC CAP STK CL C CS 02079K107 1,018 581 SH   SOLE   91 0 490
AMAZON COM INC CS 023135106 60,888 18,695 SH   SOLE   6,686 0 12,009
AMERICAN SUPERCONDUCTOR CORP CS 030111207 1,523 65,024 SH   SOLE   9,660 0 55,364
ANSYS INC CS 03662Q105 17,782 48,878 SH   SOLE   12,481 0 36,397
APPLE INC COM CS 037833100 18,827 141,891 SH   SOLE   104,119 0 37,772
ASML HOLDING N V N Y REGISTRY ADR N07059210 3,695 7,577 SH   SOLE   1,534 0 6,043
AUTODESK INC CS 052769106 6,398 20,953 SH   SOLE   3,449 0 17,504
AVANTOR INC COM CS 05352A100 17,445 619,708 SH   SOLE   288,413 0 331,295
BERKSHIRE HATHAWAY INC DEL CL CS 084670702 273 1,179 SH   SOLE   782 0 397
BLACKROCK INC CS 09247X101 712 987 SH   SOLE   432 0 555
BOSTON BEER INC CS 100557107 12,109 12,179 SH   SOLE   2,884 0 9,295
BROADCOM INC COM CS 11135F101 209 477 SH   SOLE   273 0 204
BROADRIDGE FINL SOLUTIONS IN CS 11133T103 8,898 58,079 SH   SOLE   8,200 0 49,879
BUILDERS FIRSTSOURCE INC CS 12008R107 19,172 469,794 SH   SOLE   256,868 0 212,926
CADENCE DESIGN SYSTEM INC CS 127387108 442 3,239 SH   SOLE   1,569 0 1,670
CASELLA WASTE SYS INC CS 147448104 436 7,030 SH   SOLE   5,630 0 1,400
CHURCH AND DWIGHT INC CS 171340102 4,420 50,667 SH   SOLE   5,060 0 45,607
CINTAS CORP CS 172908105 23,499 66,482 SH   SOLE   17,296 0 49,186
COMCAST CORP CS 20030N101 9,869 188,333 SH   SOLE   28,423 0 159,910
COSTCO WHSL CORP CS 22160K105 34,108 90,525 SH   SOLE   22,559 0 67,966
COUPA SOFTWARE INC CS 22266L106 2,445 7,214 SH   SOLE   1,102 0 6,112
CRISPR THERAPEUTICS AG CS H17182108 2,631 17,183 SH   SOLE   2,736 0 14,447
CROWDSTRIKE HLDGS INC CL A CS 22788C105 1,132 5,342 SH   SOLE   702 0 4,640
CUMMINS INC CS 231021106 13,336 58,721 SH   SOLE   8,256 0 50,465
Chewy Inc CS 16679L109 1,953 21,723 SH   SOLE   3,005 0 18,718
D R HORTON INC CS 23331A109 23,024 334,074 SH   SOLE   72,116 0 261,958
DANAHER CORP DEL CS 235851102 1,413 6,363 SH   SOLE   582 0 5,781
DARDEN RESTAURANTS INC CS 237194105 1,322 11,097 SH   SOLE   1,486 0 9,611
DAVITA INC CS 23918K108 22,076 188,042 SH   SOLE   90,411 0 97,631
DECKERS OUTDOOR CORP CS 243537107 1,893 6,602 SH   SOLE   889 0 5,713
DEERE AND CO CS 244199105 527 1,958 SH   SOLE   153 0 1,805
DISCOVERY INC COM SER A CS 25470F104 1,516 50,375 SH   SOLE   7,216 0 43,159
DOCUSIGN INC COM CS 256163106 60,993 274,373 SH   SOLE   122,183 0 152,190
DOLLAR GEN CORP NEW CS 256677105 2,378 11,309 SH   SOLE   1,805 0 9,504
EATON CORP PLC CS G29183103 490 4,076 SH   SOLE   145 0 3,931
ENPHASE ENERGY INC CS 29355A107 3,360 19,151 SH   SOLE   7,042 0 12,109
EVERCORE INC CS 29977A105 1,228 11,197 SH   SOLE   1,885 0 9,312
F5 NETWORKS INC CS 315616102 1,057 6,005 SH   SOLE   797 0 5,208
FASTENAL CO CS 311900104 12,431 254,575 SH   SOLE   18,354 0 236,221
FEDEX CORP CS 31428X106 6,740 25,961 SH   SOLE   9,248 0 16,713
FIRST SOLAR INC CS 336433107 1,880 19,001 SH   SOLE   2,765 0 16,236
FREEPORT-MCMORAN COPPER AND GO CS 35671D857 39,901 1,533,470 SH   SOLE   595,294 0 938,176
GENMAB A S ADR 372303206 323 7,940 SH   SOLE   1,980 0 5,960
GLOBAL X FDS FTSENORD30 ETF ETF 37950E101 301 11,036 SH   SOLE   0 0 11,036
GLOBAL X FDS US INFR DEV ETF 37954Y673 390 18,410 SH   SOLE   0 0 18,410
HECLA MNG CO CS 422704106 89 13,753 SH   SOLE   8,194 0 5,559
HOWMET AEROSPACE INC COM CS 443201108 236 8,258 SH   SOLE   684 0 7,574
IAA INC CS 449253103 217 3,340 SH   SOLE   265 0 3,075
IHS MARKIT LTD SHS CS G47567105 28,705 319,546 SH   SOLE   135,022 0 184,524
ILLINOIS TOOL WKS INC CS 452308109 17,566 86,159 SH   SOLE   18,228 0 67,931
INFOSYS TECHNOLOGIES LTD ADR 456788108 24,471 1,443,712 SH   SOLE   675,797 0 767,915
INSULET CORP CS 45784P101 321 1,256 SH   SOLE   252 0 1,004
INTUITIVE SURGICAL INC CS 46120E602 214 261 SH   SOLE   0 0 261
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J783 5,911 263,987 SH   SOLE   79,074 0 184,913
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J866 11,742 536,157 SH   SOLE   160,785 0 375,372
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J882 11,681 537,036 SH   SOLE   161,226 0 375,810
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J841 11,777 525,997 SH   SOLE   157,662 0 368,335
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J536 295 11,489 SH   SOLE   694 0 10,795
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J544 296 11,560 SH   SOLE   695 0 10,865
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J577 5,924 271,763 SH   SOLE   81,560 0 190,203
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J809 357 15,470 SH   SOLE   0 0 15,470
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J791 5,897 268,883 SH   SOLE   80,573 0 188,310
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J825 5,895 260,489 SH   SOLE   78,081 0 182,408
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J551 296 11,609 SH   SOLE   699 0 10,910
INVESCO EXCH TRD SLF IDX FD IN ETF 46138J460 5,922 290,995 SH   SOLE   87,355 0 203,640
INVESCO EXCH TRD SLF IDX FD IN ETF 46138J643 5,918 250,561 SH   SOLE   75,060 0 175,501
INVESCO EXCHANGE TRADED FD T N ETF 46137V530 769 3,370 SH   SOLE   0 0 3,370
INVESCO EXCHANGE TRADED FD T S ETF 46137V258 431 7,006 SH   SOLE   2,730 0 4,276
INVESCO EXCHNG TRADED FD TR II ETF 46138E362 1,401 37,275 SH   SOLE   14,260 0 23,015
INVESCO EXCHNG TRADED FD TR SO ETF 46138G706 244 2,375 SH   SOLE   0 0 2,375
IPG PHOTONICS CORP CS 44980X109 1,509 6,741 SH   SOLE   928 0 5,813
ISHARES TR DJ HEALTH CARE ETF 464288828 260 1,107 SH   SOLE   0 0 1,107
ISHARES TR DJ HOME CONSTN ETF 464288752 262 4,701 SH   SOLE   0 0 4,701
ISHARES TR DJ MED DEVICES ETF 464288810 690 2,107 SH   SOLE   0 0 2,107
ISHARES TR GLDM SCHS SEMI ETF 464287523 819 2,161 SH   SOLE   0 0 2,161
ISHARES TR GLMN SCHS SOFT ETF 464287515 830 2,343 SH   SOLE   0 0 2,343
ISHARES TR MSCI GRW IDX ETF 464288885 560 5,546 SH   SOLE   0 0 5,546
ISHARES TR SANDP GLB100INDX ETF 464287572 798 12,684 SH   SOLE   0 0 12,684
ISHARES TR SNG GL MATERIA ETF 464288695 221 2,720 SH   SOLE   0 0 2,720
JD COM INC ADR 47215P106 46,727 531,589 SH   SOLE   178,632 0 352,957
KANSAS CITY SOUTHERN CS 485170302 995 4,876 SH   SOLE   408 0 4,468
KLA-TENCOR CORP CS 482480100 51,956 200,672 SH   SOLE   63,406 0 137,266
LAUDER ESTEE COS INC CS 518439104 1,091 4,100 SH   SOLE   600 0 3,500
LHC GROUP INC CS 50187A107 6,920 32,441 SH   SOLE   9,465 0 22,976
LITHIA MTRS INC CS 536797103 6,075 20,758 SH   SOLE   7,473 0 13,285
LIVE OAK ACQUISITION CORP COM CS 236272100 1,045 44,444 SH   SOLE   5,668 0 38,776
LOWES COS INC CS 548661107 29,821 185,789 SH   SOLE   82,777 0 103,012
LULULEMON ATHLETICA INC CS 550021109 6,422 18,452 SH   SOLE   8,652 0 9,800
MICROSOFT CORP CS 594918104 44,577 200,416 SH   SOLE   38,826 0 161,590
MONOLITHIC PWR SYS INC CS 609839105 1,813 4,950 SH   SOLE   924 0 4,026
NETEASE COM INC ADR 64110W102 29,930 312,523 SH   SOLE   107,519 0 205,004
NETFLIX COM INC CS 64110L106 58,282 107,784 SH   SOLE   35,780 0 72,004
NOVOCURE LTD CS G6674U108 30,116 174,042 SH   SOLE   79,075 0 94,967
NOVUS CAP CORP CS 67012U108 764 48,844 SH   SOLE   6,163 0 42,681
NVIDIA CORP CS 67066G104 23,108 44,251 SH   SOLE   8,245 0 36,006
PACCAR INC CS 693718108 19,243 223,033 SH   SOLE   133,085 0 89,948
PARKER HANNIFIN CORP CS 701094104 2,592 9,516 SH   SOLE   1,726 0 7,790
PAYCHEX INC CS 704326107 599 6,427 SH   SOLE   2,699 0 3,728
PERKINELMER INC CS 714046109 1,558 10,856 SH   SOLE   1,676 0 9,180
PERSHING SQUARE TONTINE HLDG CS 71531R109 545 19,645 SH   SOLE   2,751 0 16,894
PINTEREST INC CL A CS 72352L106 29,832 452,686 SH   SOLE   215,831 0 236,855
PPG INDS INC CS 693506107 736 5,105 SH   SOLE   0 0 5,105
PRICE T ROWE GROUP INC CS 74144T108 614 4,053 SH   SOLE   301 0 3,752
PROCTER AND GAMBLE CO CS 742718109 385 2,765 SH   SOLE   1,810 0 955
PROGRESSIVE CORP OHIO CS 743315103 250 2,530 SH   SOLE   102 0 2,428
QUALCOMM INC CS 747525103 293 1,920 SH   SOLE   1,225 0 695
QUANTA SVCS INC CS 74762E102 12,767 177,268 SH   SOLE   23,059 0 154,209
REPUBLIC SVCS INC CS 760759100 12,103 125,678 SH   SOLE   70,113 0 55,565
RINGCENTRAL INC CS 76680R206 32,017 84,484 SH   SOLE   12,329 0 72,155
ROCKWELL AUTOMATION INC CS 773903109 31,172 124,285 SH   SOLE   52,361 0 71,924
SALESFORCE COM INC CS 79466L302 18,089 81,290 SH   SOLE   20,495 0 60,795
SANGAMO BIOSCIENCES INC CS 800677106 1,545 99,030 SH   SOLE   13,527 0 85,503
SCOTTS CO CS 810186106 227 1,139 SH   SOLE   78 0 1,061
SEA LTD ADR 81141R100 4,061 20,400 SH   SOLE   3,182 0 17,218
SOCIEDAD QUIMICA MINERA DE C ADR 833635105 1,860 37,881 SH   SOLE   5,579 0 32,302
SPDR INDEX SHS FDS ASIA PACIF ETF 78463X301 688 5,405 SH   SOLE   0 0 5,405
SPOTIFY TECHNOLOGY S A CS L8681T102 34,771 110,502 SH   SOLE   43,749 0 66,753
SQUARE INC CS 852234103 4,852 22,292 SH   SOLE   7,288 0 15,004
STARBUCKS CORP CS 855244109 692 6,470 SH   SOLE   1,363 0 5,107
STONECO LTD COM CL A CS G85158106 1,692 20,157 SH   SOLE   2,910 0 17,247
T-MOBILE US INC CS 872590104 809 6,002 SH   SOLE   462 0 5,540
TAIWAN SEMICONDUCTOR MFG LTD ADR 874039100 48,551 445,260 SH   SOLE   91,751 0 353,509
TAKE-TWO INTERACTIVE SOFTWAR CS 874054109 34,626 166,640 SH   SOLE   71,327 0 95,313
TANDEM DIABETES CARE INC CS 875372203 301 3,150 SH   SOLE   3,150 0 0
TARGET CORP CS 87612E106 21,294 120,624 SH   SOLE   58,854 0 61,770
TELADOC INC CS 87918A105 217 1,084 SH   SOLE   96 0 988
TERADYNE INC CS 880770102 29,039 242,216 SH   SOLE   164,431 0 77,785
TETRA TECH INC NEW CS 88162G103 3,046 26,306 SH   SOLE   5,501 0 20,805
THERMO FISHER SCIENTIFIC INC C CS 883556102 2,334 5,010 SH   SOLE   2,484 0 2,526
TIMKEN CO CS 887389104 1,524 19,694 SH   SOLE   2,907 0 16,787
TOPBUILD CORP CS 89055F103 1,687 9,164 SH   SOLE   1,647 0 7,517
TRACTOR SUPPLY CO CS 892356106 6,982 49,664 SH   SOLE   7,054 0 42,610
TRIMBLE NAVIGATION LTD CS 896239100 1,342 20,093 SH   SOLE   2,899 0 17,194
TWILIO INC CS 90138F102 18,679 55,182 SH   SOLE   28,470 0 26,712
UBER TECHNOLOGIES INC COM CS 90353T100 547 10,724 SH   SOLE   0 0 10,724
UBS GROUP AG CS H42097107 1,047 74,095 SH   SOLE   10,256 0 63,839
UNITEDHEALTH GROUP INC CS 91324P102 42,800 122,050 SH   SOLE   48,737 0 73,313
UNITY SOFTWARE INC COM CS 91332U101 1,200 7,817 SH   SOLE   1,029 0 6,788
VANECK VECTORS ETF TR MORNINGS ETF 92189F643 1,226 19,773 SH   SOLE   7,616 0 12,157
VANECK VECTORS ETF TR VIDEO GA ETF 92189F114 437 6,244 SH   SOLE   0 0 6,244
VANGUARD INDEX TR VALUE VIPERS ETF 922908744 1,106 9,298 SH   SOLE   4,105 0 5,193
VEEVA SYS INC CS 922475108 360 1,323 SH   SOLE   149 0 1,174
WALMART INC CS 931142103 1,022 7,087 SH   SOLE   1,176 0 5,911
WHIRLPOOL CORP CS 963320106 8,281 45,882 SH   SOLE   5,755 0 40,127
WYNN RESORTS LTD CS 983134107 1,604 14,216 SH   SOLE   1,452 0 12,764
XILINX INC CS 983919101 216 1,521 SH   SOLE   160 0 1,361
YETI HLDGS INC COM CS 98585X104 2,814 41,097 SH   SOLE   10,176 0 30,921
ZENDESK INC CS 98936J101 15,903 111,114 SH   SOLE   70,292 0 40,822