The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ADOBE INC | COM | 00724F101 | 8,652 | 19,875 | SH | SOLE | 19,875 | 0 | 0 | ||
| AMAZON.COM INC | COM | 023135106 | 10,111 | 3,665 | SH | SOLE | 3,665 | 0 | 0 | ||
| BOSTON SCIENTIFIC CORP | COM | 101137107 | 4,054 | 115,475 | SH | SOLE | 115,475 | 0 | 0 | ||
| COCA-COLA EUROPEAN PARTNERS | SHS | G25839104 | 4,141 | 109,670 | SH | SOLE | 109,670 | 0 | 0 | ||
| CHEWY INC - CLASS A | CL A | 16679L109 | 2,476 | 55,400 | SH | SOLE | 55,400 | 0 | 0 | ||
| COOPER COS INC | COM NEW | 216648402 | 2,929 | 10,325 | SH | SOLE | 10,325 | 0 | 0 | ||
| DOLLAR GENERAL CORP | COM | 256677105 | 2,981 | 15,650 | SH | SOLE | 15,650 | 0 | 0 | ||
| DRAFTKINGS INC | COM CL A | 26142R104 | 802 | 24,125 | SH | SOLE | 24,125 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 3,412 | 25,835 | SH | SOLE | 25,835 | 0 | 0 | ||
| LAUDER ESTEE COS INC | CL A | 518439104 | 3,792 | 20,098 | SH | SOLE | 20,098 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 14,394 | 63,391 | SH | SOLE | 63,391 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 7,516 | 5,300 | SH | SOLE | 5,300 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 9,888 | 6,995 | SH | SOLE | 6,995 | 0 | 0 | ||
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 3,276 | 16,575 | SH | SOLE | 16,575 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 6,897 | 27,532 | SH | SOLE | 27,532 | 0 | 0 | ||
| IDEXX LABS INC | COM | 45168D104 | 2,295 | 6,950 | SH | SOLE | 6,950 | 0 | 0 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 2,523 | 26,818 | SH | SOLE | 26,818 | 0 | 0 | ||
| LGI HOMES INC | COM | 50187T106 | 3,222 | 36,600 | SH | SOLE | 36,600 | 0 | 0 | ||
| LULULEMON ATHLETICA INC | COM | 550021109 | 4,065 | 13,030 | SH | SOLE | 13,030 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 10,194 | 34,474 | SH | SOLE | 34,474 | 0 | 0 | ||
| MARRIOTT INTERNATIONAL - CL A | CL A | 571903202 | 1,963 | 22,900 | SH | SOLE | 22,900 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 5,127 | 25,195 | SH | SOLE | 25,195 | 0 | 0 | ||
| NATIONAL ENERGY SERVICES REU | SHS | G6375R107 | 3,547 | 515,520 | SH | SOLE | 515,520 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 1,832 | 4,025 | SH | SOLE | 4,025 | 0 | 0 | ||
| ORACLE CORP | COM | 68389X105 | 4,235 | 76,625 | SH | SOLE | 76,625 | 0 | 0 | ||
| PROCTER & GAMBLE CO/THE | COM | 742718109 | 3,746 | 31,325 | SH | SOLE | 31,325 | 0 | 0 | ||
| PAYPAL HOLDINGS INC | COM | 70450Y103 | 6,531 | 37,485 | SH | SOLE | 37,485 | 0 | 0 | ||
| RED ROCK RESORTS INC | CL A | 75700L108 | 1,831 | 167,800 | SH | SOLE | 167,800 | 0 | 0 | ||
| SCOTTS MIRACLE-GRO CO | CL A | 810186106 | 6,490 | 48,260 | SH | SOLE | 48,260 | 0 | 0 | ||
| CONSTELLATION BRANDS INC-A | CL A | 21036P108 | 1,824 | 10,425 | SH | SOLE | 10,425 | 0 | 0 | ||