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
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