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 IRELAND SHS CLASS A G1151C101 657 2,517 SH   SOLE   2,517 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 30,121 129,423 SH   SOLE   129,423 0 0
ALPHABET INC CAP STK CL C 02079K107 11,916 6,802 SH   SOLE   6,802 0 0
AMAZON COM INC COM 023135106 12,751 3,915 SH   SOLE   3,915 0 0
AMGEN INC COM 031162100 349 1,520 SH   SOLE   1,520 0 0
ANALOG DEVICES INC COM 032654105 411 2,785 SH   SOLE   2,785 0 0
APPLE INC COM 037833100 665 5,015 SH   SOLE   5,015 0 0
AUTOZONE INC COM 053332102 5,844 4,930 SH   SOLE   4,930 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 227 981 SH   SOLE   981 0 0
BLACKLINE INC COM 09239B109 508 3,805 SH   SOLE   3,805 0 0
BOEING CO COM 097023105 5,737 26,799 SH   SOLE   26,799 0 0
BOOKING HOLDINGS INC COM 09857L108 6,325 2,840 SH   SOLE   2,840 0 0
BURLINGTON STORES INC COM 122017106 6,366 24,339 SH   SOLE   24,339 0 0
CAMBIUM NETWORKS CORP SHS G17766109 4,013 160,000 SH   SOLE   160,000 0 0
CARMAX INC COM 143130102 5,559 58,847 SH   SOLE   58,847 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 6,160 284,417 SH   SOLE   284,417 0 0
CATERPILLAR INC COM 149123101 5,883 32,322 SH   SOLE   32,322 0 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106 6,097 154,977 SH   SOLE   154,977 0 0
COGNEX CORP COM 192422103 385 4,790 SH   SOLE   4,790 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 318 1,500 SH   SOLE   1,500 0 0
CSX CORP COM 126408103 5,871 64,699 SH   SOLE   64,699 0 0
CUMMINS INC COM 231021106 6,233 27,447 SH   SOLE   27,447 0 0
CURO GROUP HOLDINGS CORP COM 23131L107 215 15,001 SH   SOLE   15,001 0 0
DARDEN RESTAURANTS INC COM 237194105 5,984 50,236 SH   SOLE   50,236 0 0
DEERE & CO COM 244199105 5,813 21,606 SH   SOLE   21,606 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 5,891 146,499 SH   SOLE   146,499 0 0
DISNEY WALT CO COM 254687106 544 3,000 SH   SOLE   3,000 0 0
EAGLE MATLS INC COM 26969P108 6,018 59,381 SH   SOLE   59,381 0 0
ECOLAB INC COM 278865100 315 1,455 SH   SOLE   1,455 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 348 3,820 SH   SOLE   3,820 0 0
EXPEDIA GROUP INC COM NEW 30212P303 6,219 46,975 SH   SOLE   46,975 0 0
FACEBOOK INC CL A 30303M102 12,384 45,336 SH   SOLE   45,336 0 0
FEDEX CORP COM 31428X106 5,567 21,441 SH   SOLE   21,441 0 0
FISERV INC COM 337738108 283 2,485 SH   SOLE   2,485 0 0
FIVE BELOW INC COM 33829M101 6,419 36,687 SH   SOLE   36,687 0 0
GAP INC COM 364760108 5,728 283,713 SH   SOLE   283,713 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 579 8,010 SH   SOLE   8,010 0 0
HOME DEPOT INC COM 437076102 5,750 21,646 SH   SOLE   21,646 0 0
HYATT HOTELS CORP COM CL A 448579102 5,992 80,703 SH   SOLE   80,703 0 0
INTEL CORP COM 458140100 401 8,050 SH   SOLE   8,050 0 0
INTUIT COM 461202103 631 1,660 SH   SOLE   1,660 0 0
INVESCO EXCH TRADED FD TR II S&P INTL LOW 46138E230 406 13,548 SH   SOLE   13,548 0 0
ISHARES INC CORE MSCI EMKT 46434G103 409 6,597 SH   SOLE   6,597 0 0
ISHARES TR CORE MSCI EAFE 46432F842 6,764 97,899 SH   SOLE   97,899 0 0
ISHARES TR CORE S&P MCP ETF 464287507 1,157 5,036 SH   SOLE   5,036 0 0
ISHARES TR CORE S&P SCP ETF 464287804 865 9,412 SH   SOLE   9,412 0 0
ISHARES TR CORE S&P500 ETF 464287200 1,526 4,064 SH   SOLE   4,064 0 0
ISHARES TR EAFE SML CP ETF 464288273 842 12,325 SH   SOLE   12,325 0 0
ISHARES TR MSCI EAFE ETF 464287465 529 7,253 SH   SOLE   7,253 0 0
ISHARES TR MSCI EAFE MIN VL 46429B689 946 12,882 SH   SOLE   12,882 0 0
ISHARES TR MSCI USA MIN VOL 46429B697 1,219 17,955 SH   SOLE   17,955 0 0
ISHARES TR RUSSELL 3000 ETF 464287689 917 4,103 SH   SOLE   4,103 0 0
JPMORGAN CHASE & CO COM 46625H100 400 3,150 SH   SOLE   3,150 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 5,966 29,225 SH   SOLE   29,225 0 0
KOHLS CORP COM 500255104 6,148 151,099 SH   SOLE   151,099 0 0
L BRANDS INC COM 501797104 5,533 148,773 SH   SOLE   148,773 0 0
LAS VEGAS SANDS CORP COM 517834107 6,106 102,451 SH   SOLE   102,451 0 0
LENNAR CORP CL A 526057104 5,513 72,317 SH   SOLE   72,317 0 0
LENNOX INTL INC COM 526107107 1,671 6,100 SH   SOLE   6,100 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102 502 25,000 SH   SOLE   25,000 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 5,879 80,012 SH   SOLE   80,012 0 0
LOWES COS INC COM 548661107 5,663 35,283 SH   SOLE   35,283 0 0
LULULEMON ATHLETICA INC COM 550021109 5,379 15,456 SH   SOLE   15,456 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 6,004 65,503 SH   SOLE   65,503 0 0
MARRIOTT INTL INC NEW CL A 571903202 6,033 45,733 SH   SOLE   45,733 0 0
MARTIN MARIETTA MATLS INC COM 573284106 5,987 21,083 SH   SOLE   21,083 0 0
MGM RESORTS INTERNATIONAL COM 552953101 6,049 191,976 SH   SOLE   191,976 0 0
MICROSOFT CORP COM 594918104 12,798 57,542 SH   SOLE   57,542 0 0
MOHAWK INDS INC COM 608190104 6,031 42,785 SH   SOLE   42,785 0 0
NORFOLK SOUTHN CORP COM 655844108 6,004 25,268 SH   SOLE   25,268 0 0
NVIDIA CORPORATION COM 67066G104 304,484 583,080 SH   SOLE   583,080 0 0
OKTA INC CL A 679295105 2,345 9,222 SH   SOLE   9,222 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 5,855 12,937 SH   SOLE   12,937 0 0
PALO ALTO NETWORKS INC COM 697435105 2,243 6,311 SH   SOLE   6,311 0 0
PLANET FITNESS INC CL A 72703H101 6,099 78,570 SH   SOLE   78,570 0 0
POOL CORP COM 73278L105 425 1,140 SH   SOLE   1,140 0 0
PROGRESSIVE CORP COM 743315103 316 3,200 SH   SOLE   3,200 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 6,005 83,975 SH   SOLE   83,975 0 0
ROBERT HALF INTL INC COM 770323103 5,927 94,865 SH   SOLE   94,865 0 0
ROSS STORES INC COM 778296103 6,567 53,475 SH   SOLE   53,475 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 6,148 82,307 SH   SOLE   82,307 0 0
SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 343 7,574 SH   SOLE   7,574 0 0
SHERWIN WILLIAMS CO COM 824348106 6,461 8,791 SH   SOLE   8,791 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 6,101 178,910 SH   SOLE   178,910 0 0
SOUTHWEST AIRLS CO COM 844741108 5,962 127,914 SH   SOLE   127,914 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 351 939 SH   SOLE   939 0 0
TEXAS INSTRS INC COM 882508104 396 2,412 SH   SOLE   2,412 0 0
THE TRADE DESK INC COM CL A 88339J105 276 345 SH   SOLE   345 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 475 1,020 SH   SOLE   1,020 0 0
TJX COS INC NEW COM 872540109 6,506 95,277 SH   SOLE   95,277 0 0
TRANSDIGM GROUP INC COM 893641100 6,012 9,714 SH   SOLE   9,714 0 0
TWILIO INC CL A 90138F102 222 655 SH   SOLE   655 0 0
UNION PAC CORP COM 907818108 6,424 30,850 SH   SOLE   30,850 0 0
UNITED AIRLS HLDGS INC COM 910047109 5,837 134,952 SH   SOLE   134,952 0 0
VAIL RESORTS INC COM 91879Q109 6,024 21,593 SH   SOLE   21,593 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736 1,122 4,430 SH   SOLE   4,430 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629 1,234 5,967 SH   SOLE   5,967 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751 674 3,462 SH   SOLE   3,462 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 240 4,784 SH   SOLE   4,784 0 0
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 474 5,124 SH   SOLE   5,124 0 0
VANGUARD MALVERN FDS STRM INFPROIDX 922020805 465 9,104 SH   SOLE   9,104 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 205 2,467 SH   SOLE   2,467 0 0
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 218 4,614 SH   SOLE   4,614 0 0
VANGUARD WORLD FD MEGA CAP INDEX 921910873 1,385 10,379 SH   SOLE   10,379 0 0
VISA INC COM CL A 92826C839 565 2,585 SH   SOLE   2,585 0 0
VULCAN MATLS CO COM 929160109 5,934 40,013 SH   SOLE   40,013 0 0
WORKDAY INC CL A 98138H101 5,410 22,579 SH   SOLE   22,579 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 6,237 139,033 SH   SOLE   139,033 0 0
YETI HLDGS INC COM 98585X104 482 7,045 SH   SOLE   7,045 0 0
ZOETIS INC CL A 98978V103 373 2,255 SH   SOLE   2,255 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 250 741 SH   SOLE   741 0 0