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
ABBOTT LABS COM 002824100 9,634 87,989 SH   SOLE   87,989 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 11,932 23,859 SH   SOLE   23,859 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 95,079 408,539 SH   SOLE   408,539 0 0
ALPHABET INC CAP STK CL A 02079K305 38,583 22,014 SH   SOLE   22,014 0 0
ALPHABET INC CAP STK CL C 02079K107 25,847 14,754 SH   SOLE   14,754 0 0
AMAZON COM INC COM 023135106 67,979 20,872 SH   SOLE   20,872 0 0
AMEDISYS INC COM 023436108 15,944 54,354 SH   SOLE   54,354 0 0
AMGEN INC COM 031162100 6,547 28,475 SH   SOLE   28,475 0 0
APPLE INC COM 037833100 107,409 809,471 SH   SOLE   809,471 0 0
APTIV PLC SHS G6095L109 15,481 118,817 SH   SOLE   118,817 0 0
AT&T INC COM 00206R102 10,268 357,021 SH   SOLE   357,021 0 0
AUTODESK INC COM 052769106 13,416 43,938 SH   SOLE   43,938 0 0
AUTOLIV INC COM 052800109 10,696 116,135 SH   SOLE   116,135 0 0
AUTOZONE INC COM 053332102 9,780 8,250 SH   SOLE   8,250 0 0
BAIDU INC SPON ADR REP A 056752108 10,895 50,382 SH   SOLE   50,382 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,977 47,341 SH   SOLE   47,341 0 0
BOEING CO COM 097023105 5,474 25,573 SH   SOLE   25,573 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 14,037 226,289 SH   SOLE   226,289 0 0
BROADCOM INC COM 11135F101 23,122 52,807 SH   SOLE   52,807 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 19,854 30,012 SH   SOLE   30,012 0 0
CHEVRON CORP NEW COM 166764100 15,430 182,717 SH   SOLE   182,717 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 10,012 7,220 SH   SOLE   7,220 0 0
CHUBB LIMITED COM H1467J104 15,034 97,671 SH   SOLE   97,671 0 0
CITIZENS FINL GROUP INC COM 174610105 14,890 416,375 SH   SOLE   416,375 0 0
COCA COLA CO COM 191216100 20,701 377,488 SH   SOLE   377,488 0 0
COMCAST CORP NEW CL A 20030N101 20,158 384,696 SH   SOLE   384,696 0 0
COPART INC COM 217204106 13,965 109,741 SH   SOLE   109,741 0 0
COSTCO WHSL CORP NEW COM 22160K105 12,111 32,144 SH   SOLE   32,144 0 0
CSX CORP COM 126408103 18,617 205,144 SH   SOLE   205,144 0 0
DEERE & CO COM 244199105 13,792 51,261 SH   SOLE   51,261 0 0
DISNEY WALT CO COM DISNEY 254687106 15,893 87,719 SH   SOLE   87,719 0 0
EXXON MOBIL CORP COM 30231G102 8,562 207,708 SH   SOLE   207,708 0 0
F M C CORP COM NEW 302491303 13,857 120,571 SH   SOLE   120,571 0 0
FACEBOOK INC CL A 30303M102 32,610 119,381 SH   SOLE   119,381 0 0
FEDEX CORP COM 31428X106 12,693 48,889 SH   SOLE   48,889 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 15,427 104,995 SH   SOLE   104,995 0 0
FIVE BELOW INC COM 33829M101 13,084 74,777 SH   SOLE   74,777 0 0
FREEPORT-MCMORAN INC CL B 35671D857 13,185 506,724 SH   SOLE   506,724 0 0
GLOBAL PMTS INC COM 37940X102 15,731 73,023 SH   SOLE   73,023 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 13,246 50,230 SH   SOLE   50,230 0 0
HOME DEPOT INC COM 437076102 14,286 53,785 SH   SOLE   53,785 0 0
IDEX CORP COM 45167R104 9,985 50,127 SH   SOLE   50,127 0 0
INGERSOLL RAND INC COM 45687V106 13,547 297,351 SH   SOLE   297,351 0 0
INSULET CORP COM 45784P101 13,103 51,259 SH   SOLE   51,259 0 0
INTEL CORP COM 458140100 10,454 209,826 SH   SOLE   209,826 0 0
ISHARES TR CORE S&P500 ETF 464287200 459,087 1,222,960 SH   SOLE   1,222,960 0 0
JD.COM INC SPON ADR CL A 47215P106 31,325 356,367 SH   SOLE   356,367 0 0
JFROG LTD ORD SHS M6191J100 1,302 20,723 SH   SOLE   20,723 0 0
JOHNSON & JOHNSON COM 478160104 27,962 177,672 SH   SOLE   177,672 0 0
JPMORGAN CHASE & CO COM 46625H100 34,245 269,496 SH   SOLE   269,496 0 0
LEAR CORP COM NEW 521865204 14,237 89,526 SH   SOLE   89,526 0 0
LILLY ELI & CO COM 532457108 7,053 41,772 SH   SOLE   41,772 0 0
MARSH & MCLENNAN COS INC COM 571748102 14,107 120,569 SH   SOLE   120,569 0 0
MASTERCARD INCORPORATED CL A 57636Q104 15,720 44,042 SH   SOLE   44,042 0 0
MERCK & CO. INC COM 58933Y105 10,169 124,310 SH   SOLE   124,310 0 0
MICRON TECHNOLOGY INC COM 595112103 12,321 163,887 SH   SOLE   163,887 0 0
MICROSOFT CORP COM 594918104 82,003 368,686 SH   SOLE   368,686 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 9,910 107,160 SH   SOLE   107,160 0 0
NETEASE INC SPONSORED ADS 64110W102 7,385 77,111 SH   SOLE   77,111 0 0
NIKE INC CL B 654106103 8,726 61,679 SH   SOLE   61,679 0 0
NIO INC SPON ADS 62914V106 5,079 104,212 SH   SOLE   104,212 0 0
NVIDIA CORPORATION COM 67066G104 15,619 29,910 SH   SOLE   29,910 0 0
NXP SEMICONDUCTORS N V COM N6596X109 13,022 81,893 SH   SOLE   81,893 0 0
PACIRA BIOSCIENCES COM 695127100 8,634 144,290 SH   SOLE   144,290 0 0
PARKER-HANNIFIN CORP COM 701094104 16,970 62,296 SH   SOLE   62,296 0 0
PAYLOCITY HLDG CORP COM 70438V106 8,112 39,398 SH   SOLE   39,398 0 0
PAYPAL HLDGS INC COM 70450Y103 13,672 58,377 SH   SOLE   58,377 0 0
PFIZER INC COM 717081103 9,979 271,090 SH   SOLE   271,090 0 0
PINDUODUO INC SPONSORED ADS 722304102 13,779 77,556 SH   SOLE   77,556 0 0
PPG INDS INC COM 693506107 17,091 118,508 SH   SOLE   118,508 0 0
PROCTER AND GAMBLE CO COM 742718109 17,278 124,178 SH   SOLE   124,178 0 0
QORVO INC COM 74736K101 13,513 81,274 SH   SOLE   81,274 0 0
QUALCOMM INC COM 747525103 22,547 148,005 SH   SOLE   148,005 0 0
REGAL BELOIT CORP COM 758750103 13,338 108,607 SH   SOLE   108,607 0 0
SAIA INC COM 78709Y105 10,125 56,003 SH   SOLE   56,003 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 42,434 676,781 SH   SOLE   676,781 0 0
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 36,088 987,103 SH   SOLE   987,103 0 0
SERVICENOW INC COM 81762P102 16,138 29,319 SH   SOLE   29,319 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 54,062 144,597 SH   SOLE   144,597 0 0
STARBUCKS CORP COM 855244109 17,919 167,497 SH   SOLE   167,497 0 0
SYSCO CORP COM 871829107 13,985 188,331 SH   SOLE   188,331 0 0
TERADYNE INC COM 880770102 11,920 99,427 SH   SOLE   99,427 0 0
TESLA INC COM 88160R101 25,038 35,481 SH   SOLE   35,481 0 0
THE TRADE DESK INC COM CL A 88339J105 9,087 11,345 SH   SOLE   11,345 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 22,877 49,115 SH   SOLE   49,115 0 0
TRIP COM GROUP LTD ADS 89677Q107 4,722 140,000 SH   SOLE   140,000 0 0
TRUIST FINL CORP COM 89832Q109 15,325 319,730 SH   SOLE   319,730 0 0
UNION PAC CORP COM 907818108 7,050 33,858 SH   SOLE   33,858 0 0
UNITED RENTALS INC COM 911363109 15,524 66,938 SH   SOLE   66,938 0 0
UNITEDHEALTH GROUP INC COM 91324P102 30,349 86,543 SH   SOLE   86,543 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 352,844 1,026,634 SH   SOLE   1,026,634 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 12,102 206,000 SH   SOLE   206,000 0 0
VISA INC COM CL A 92826C839 18,303 83,680 SH   SOLE   83,680 0 0
WALMART INC COM 931142103 10,195 70,725 SH   SOLE   70,725 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 14,695 247,225 SH   SOLE   247,225 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 12,526 32,592 SH   SOLE   32,592 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 17,720 115,001 SH   SOLE   115,001 0 0