The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 |
APPLE INC | COM | 037833100 | 4,956 | 40,570 | SH | SOLE | 0 | 0 | 40,570 | ||
ALIGN TECHNOLOGY INC | COM | 016255101 | 1,497 | 2,765 | SH | SOLE | 0 | 0 | 2,765 | ||
AMAZON COM INC | COM | 023135106 | 6,157 | 1,990 | SH | SOLE | 0 | 0 | 1,990 | ||
ANTHEM INC | COM | 036752103 | 5,600 | 15,600 | SH | SOLE | 0 | 0 | 15,600 | ||
BOEING CO | COM | 097023105 | 1,598 | 6,275 | SH | SOLE | 0 | 0 | 6,275 | ||
BANK OF AMERICA CORP | COM | 060505104 | 5,301 | 137,000 | SH | SOLE | 0 | 0 | 137,000 | ||
CARRIER GLOBAL CORP | COM | 14448C104 | 1,580 | 37,425 | SH | SOLE | 0 | 0 | 37,425 | ||
COOPER COS INC | COM | 216648402 | 5,051 | 13,150 | SH | SOLE | 0 | 0 | 13,150 | ||
CHEVRON CORP | COM | 166764100 | 4,897 | 46,730 | SH | SOLE | 0 | 0 | 46,730 | ||
DEERE & CO | COM | 244199105 | 1,571 | 4,200 | SH | SOLE | 0 | 0 | 4,200 | ||
DRAFTKINGS INC | COM CL A | 26142R104 | 2,476 | 40,375 | SH | SOLE | 0 | 0 | 40,375 | ||
EPAM SYSTEMS INC | COM | 29414B104 | 5,107 | 12,875 | SH | SOLE | 0 | 0 | 12,875 | ||
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 5,646 | 67,500 | SH | SOLE | 0 | 0 | 67,500 | ||
FACEBOOK INC | CL A | 30303M102 | 6,441 | 21,870 | SH | SOLE | 0 | 0 | 21,870 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 5,172 | 2,500 | SH | SOLE | 0 | 0 | 2,500 | ||
HONEYWELL INTERNATIONAL INC | COM | 438516106 | 1,563 | 7,200 | SH | SOLE | 0 | 0 | 7,200 | ||
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 768 | 1,040 | SH | SOLE | 0 | 0 | 1,040 | ||
INVESCO LTD | COM | 46131b100 | 5,179 | 205,350 | SH | SOLE | 0 | 0 | 205,350 | ||
JACOBS ENGINEERING GROUP INC | COM | 469814107 | 1,510 | 11,680 | SH | SOLE | 0 | 0 | 11,680 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 1,570 | 4,250 | SH | SOLE | 0 | 0 | 4,250 | ||
LOWE'S COS INC | COM | 548661107 | 4,991 | 26,245 | SH | SOLE | 0 | 0 | 26,245 | ||
MERCADOLIBRE INC | COM | 58733R102 | 1,583 | 1,075 | SH | SOLE | 0 | 0 | 1,075 | ||
MSCI INC | COM | 55354G100 | 4,989 | 11,900 | SH | SOLE | 0 | 0 | 11,900 | ||
MICROSOFT CORP | COM | 594918104 | 5,488 | 23,275 | SH | SOLE | 0 | 0 | 23,275 | ||
NASDAQ INC | COM | 631103108 | 5,279 | 35,800 | SH | SOLE | 0 | 0 | 35,800 | ||
NORTHROP GRUMMAN CORP | COM | 666807102 | 1,549 | 4,785 | SH | SOLE | 0 | 0 | 4,785 | ||
NVIDIA C | COM | 67066G104 | 5,255 | 9,843 | SH | SOLE | 0 | 0 | 9,843 | ||
PROGRESSIVE CORP OHIO | COM | 743315103 | 5,464 | 57,150 | SH | SOLE | 0 | 0 | 57,150 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 2,489 | 10,250 | SH | SOLE | 0 | 0 | 10,250 | ||
SEA LTD - ADR | SPONSORD ADS | 81141R100 | 1,622 | 7,265 | SH | SOLE | 0 | 0 | 7,265 | ||
SHOPIFY INC | CL A | 82509L107 | 1,591 | 1,438 | SH | SOLE | 0 | 0 | 1,438 | ||
SHERWIN-WILLIAMS CO | COM | 824348106 | 4,985 | 6,755 | SH | SOLE | 0 | 0 | 6,755 | ||
VIRGIN GALACTIC HOLDINGS INC | COM | 92766D106 | 511 | 16,675 | SH | SOLE | 0 | 0 | 16,675 | ||
SQUARE INC | CL A | 852234103 | 7,604 | 33,490 | SH | SOLE | 0 | 0 | 33,490 | ||
TELADOC HEALTH INC | COM | 87918A105 | 1,514 | 8,330 | SH | SOLE | 0 | 0 | 8,330 | ||
T-MOBILE US INC | COM | 872590104 | 10,524 | 84,000 | SH | SOLE | 0 | 0 | 84,000 | ||
TESLA INC | COM | 88106R101 | 2,578 | 3,860 | SH | SOLE | 0 | 0 | 3,860 | ||
UNITED HEALTH GROUP INC | COM | 91324P102 | 5,581 | 15,000 | SH | SOLE | 0 | 0 | 15,000 | ||
UNION PACIFIC CORP | COM | 907818108 | 1,594 | 7,230 | SH | SOLE | 0 | 0 | 7,230 | ||
UNITED PARCEL SERVICE | CL B | 911312106 | 1,598 | 9,400 | SH | SOLE | 0 | 0 | 9,400 | ||
MATERIALS SELECT SECTOR SPDR | SBI MATERIALS | 81369Y100 | 5,083 | 64,500 | SH | SOLE | 0 | 0 | 64,500 | ||
ZEBRA TECHNOLOGIES CORP-CL A | CL A | 989207105 | 4,997 | 10,300 | SH | SOLE | 0 | 0 | 10,300 |