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 696 2,520 SH   SOLE   2,520 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 66,219 292,059 SH   SOLE   292,059 0 0
ALPHABET INC CAP STK CL C 02079K107 7,186 3,474 SH   SOLE   3,474 0 0
AMAZON COM INC COM 023135106 7,760 2,508 SH   SOLE   2,508 0 0
AMGEN INC COM 031162100 378 1,520 SH   SOLE   1,520 0 0
ANALOG DEVICES INC COM 032654105 432 2,785 SH   SOLE   2,785 0 0
APPLE INC COM 037833100 613 5,015 SH   SOLE   5,015 0 0
AUTOZONE INC COM 053332102 10,581 7,535 SH   SOLE   7,535 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 251 981 SH   SOLE   981 0 0
BLACKLINE INC COM 09239B109 412 3,805 SH   SOLE   3,805 0 0
BOEING CO COM 097023105 10,672 41,897 SH   SOLE   41,897 0 0
BOOKING HOLDINGS INC COM 09857L108 10,633 4,564 SH   SOLE   4,564 0 0
BURLINGTON STORES INC COM 122017106 10,583 35,419 SH   SOLE   35,419 0 0
CARMAX INC COM 143130102 10,520 79,300 SH   SOLE   79,300 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 10,633 400,643 SH   SOLE   400,643 0 0
CATERPILLAR INC COM 149123101 10,708 46,183 SH   SOLE   46,183 0 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106 10,403 209,394 SH   SOLE   209,394 0 0
COGNEX CORP COM 192422103 398 4,790 SH   SOLE   4,790 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 274 1,500 SH   SOLE   1,500 0 0
CSX CORP COM 126408103 10,452 108,401 SH   SOLE   108,401 0 0
CUMMINS INC COM 231021106 10,655 41,123 SH   SOLE   41,123 0 0
DARDEN RESTAURANTS INC COM 237194105 10,149 71,474 SH   SOLE   71,474 0 0
DEERE & CO COM 244199105 10,564 28,235 SH   SOLE   28,235 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 10,636 220,306 SH   SOLE   220,306 0 0
DISNEY WALT CO COM 254687106 554 3,000 SH   SOLE   3,000 0 0
EAGLE MATLS INC COM 26969P108 10,800 80,353 SH   SOLE   80,353 0 0
ECOLAB INC COM 278865100 311 1,455 SH   SOLE   1,455 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 320 3,820 SH   SOLE   3,820 0 0
EXPEDIA GROUP INC COM NEW 30212P303 10,206 59,296 SH   SOLE   59,296 0 0
FACEBOOK INC CL A 30303M102 8,024 27,245 SH   SOLE   27,245 0 0
FEDEX CORP COM 31428X106 10,729 37,773 SH   SOLE   37,773 0 0
FISERV INC COM 337738108 296 2,485 SH   SOLE   2,485 0 0
FIVE BELOW INC COM 33829M101 10,087 52,869 SH   SOLE   52,869 0 0
GAP INC COM 364760108 10,735 360,481 SH   SOLE   360,481 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 622 8,010 SH   SOLE   8,010 0 0
HOME DEPOT INC COM 437076102 10,703 35,062 SH   SOLE   35,062 0 0
HYATT HOTELS CORP COM CL A 448579102 10,387 125,595 SH   SOLE   125,595 0 0
INTEL CORP COM 458140100 512 8,000 SH   SOLE   8,000 0 0
INTUIT COM 461202103 636 1,660 SH   SOLE   1,660 0 0
INVESCO EXCH TRADED FD TR II S&P INTL LOW 46138E230 412 13,548 SH   SOLE   13,548 0 0
ISHARES INC CORE MSCI EMKT 46434G103 416 6,456 SH   SOLE   6,456 0 0
ISHARES TR CORE MSCI EAFE 46432F842 6,914 95,955 SH   SOLE   95,955 0 0
ISHARES TR CORE S&P MCP ETF 464287507 1,188 4,566 SH   SOLE   4,566 0 0
ISHARES TR CORE S&P SCP ETF 464287804 762 7,024 SH   SOLE   7,024 0 0
ISHARES TR CORE S&P500 ETF 464287200 1,431 3,596 SH   SOLE   3,596 0 0
ISHARES TR EAFE SML CP ETF 464288273 804 11,189 SH   SOLE   11,189 0 0
ISHARES TR MSCI EAFE ETF 464287465 502 6,619 SH   SOLE   6,619 0 0
ISHARES TR MSCI EAFE MIN VL 46429B689 940 12,882 SH   SOLE   12,882 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 296 5,544 SH   SOLE   5,544 0 0
ISHARES TR MSCI USA MIN VOL 46429B697 1,201 17,364 SH   SOLE   17,364 0 0
ISHARES TR RUSSELL 3000 ETF 464287689 823 3,469 SH   SOLE   3,469 0 0
JPMORGAN CHASE & CO COM 46625H100 480 3,150 SH   SOLE   3,150 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 10,816 40,984 SH   SOLE   40,984 0 0
KOHLS CORP COM 500255104 10,780 180,838 SH   SOLE   180,838 0 0
L BRANDS INC COM 501797104 10,780 174,266 SH   SOLE   174,266 0 0
LAS VEGAS SANDS CORP COM 517834107 10,363 170,563 SH   SOLE   170,563 0 0
LENNAR CORP CL A 526057104 10,575 104,465 SH   SOLE   104,465 0 0
LENNOX INTL INC COM 526107107 1,901 6,100 SH   SOLE   6,100 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 10,459 123,558 SH   SOLE   123,558 0 0
LOWES COS INC COM 548661107 10,637 55,931 SH   SOLE   55,931 0 0
LULULEMON ATHLETICA INC COM 550021109 10,374 33,822 SH   SOLE   33,822 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 10,297 98,965 SH   SOLE   98,965 0 0
MARRIOTT INTL INC NEW CL A 571903202 10,465 70,660 SH   SOLE   70,660 0 0
MARTIN MARIETTA MATLS INC COM 573284106 10,437 31,080 SH   SOLE   31,080 0 0
MGM RESORTS INTERNATIONAL COM 552953101 10,365 272,830 SH   SOLE   272,830 0 0
MICROSOFT CORP COM 594918104 7,849 33,293 SH   SOLE   33,293 0 0
MOHAWK INDS INC COM 608190104 10,357 53,857 SH   SOLE   53,857 0 0
NORFOLK SOUTHN CORP COM 655844108 10,377 38,644 SH   SOLE   38,644 0 0
NVIDIA CORPORATION COM 67066G104 295,755 553,920 SH   SOLE   553,920 0 0
OKTA INC CL A 679295105 2,033 9,222 SH   SOLE   9,222 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 10,571 20,839 SH   SOLE   20,839 0 0
PALO ALTO NETWORKS INC COM 697435105 2,033 6,311 SH   SOLE   6,311 0 0
PIMCO ETF TR ENHNCD LW DUR AC 72201R718 334 3,273 SH   SOLE   3,273 0 0
PLANET FITNESS INC CL A 72703H101 10,563 136,649 SH   SOLE   136,649 0 0
POOL CORP COM 73278L105 394 1,140 SH   SOLE   1,140 0 0
PROGRESSIVE CORP COM 743315103 306 3,200 SH   SOLE   3,200 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 10,322 133,582 SH   SOLE   133,582 0 0
ROBERT HALF INTL INC COM 770323103 10,755 137,757 SH   SOLE   137,757 0 0
ROSS STORES INC COM 778296103 10,844 90,438 SH   SOLE   90,438 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 10,625 124,106 SH   SOLE   124,106 0 0
SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 597 15,149 SH   SOLE   15,149 0 0
SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 393 7,603 SH   SOLE   7,603 0 0
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 206 3,160 SH   SOLE   3,160 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 221 2,299 SH   SOLE   2,299 0 0
SHERWIN WILLIAMS CO COM 824348106 10,923 14,801 SH   SOLE   14,801 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 9,960 214,334 SH   SOLE   214,334 0 0
SOUTHWEST AIRLS CO COM 844741108 10,555 172,869 SH   SOLE   172,869 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 372 939 SH   SOLE   939 0 0
SPDR SER TR SSGA US LRG ETF 78468R804 1,025 8,175 SH   SOLE   8,175 0 0
TEXAS INSTRS INC COM 882508104 456 2,412 SH   SOLE   2,412 0 0
THE TRADE DESK INC COM CL A 88339J105 225 345 SH   SOLE   345 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 466 1,020 SH   SOLE   1,020 0 0
TJX COS INC NEW COM 872540109 11,075 167,427 SH   SOLE   167,427 0 0
TRANSDIGM GROUP INC COM 893641100 10,387 17,667 SH   SOLE   17,667 0 0
TRAVEL PLUS LEISURE CO COM 894164102 10,335 168,977 SH   SOLE   168,977 0 0
TWILIO INC CL A 90138F102 223 655 SH   SOLE   655 0 0
UBER TECHNOLOGIES INC COM 90353T100 4,473 82,065 SH   SOLE   82,065 0 0
UNION PAC CORP COM 907818108 11,044 50,107 SH   SOLE   50,107 0 0
UNITED AIRLS HLDGS INC COM 910047109 10,632 184,774 SH   SOLE   184,774 0 0
VAIL RESORTS INC COM 91879Q109 10,788 36,988 SH   SOLE   36,988 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736 1,139 4,430 SH   SOLE   4,430 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629 1,325 5,984 SH   SOLE   5,984 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751 830 3,876 SH   SOLE   3,876 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 252 4,833 SH   SOLE   4,833 0 0
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 500 5,138 SH   SOLE   5,138 0 0
VANGUARD MALVERN FDS STRM INFPROIDX 922020805 469 9,108 SH   SOLE   9,108 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 214 2,598 SH   SOLE   2,598 0 0
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 247 5,027 SH   SOLE   5,027 0 0
VANGUARD WORLD FD MEGA CAP INDEX 921910873 1,455 10,379 SH   SOLE   10,379 0 0
VISA INC COM CL A 92826C839 547 2,585 SH   SOLE   2,585 0 0
VULCAN MATLS CO COM 929160109 10,554 62,544 SH   SOLE   62,544 0 0
WORKDAY INC CL A 98138H101 5,609 22,579 SH   SOLE   22,579 0 0
YETI HLDGS INC COM 98585X104 509 7,045 SH   SOLE   7,045 0 0
ZOETIS INC CL A 98978V103 355 2,255 SH   SOLE   2,255 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 238 741 SH   SOLE   741 0 0