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
ADOBE INC CMN COM 00724F101 752 1,582 SH   SOLE   1,582 0 0
AIR PRODUCTS & CHEMICALS INC CMN COM 009158106 11,934 42,420 SH   SOLE   42,420 0 0
ALPHABET INC. CMN CLASS A COM 02079K305 3,880 1,881 SH   SOLE   1,881 0 0
ASHLAND GLOBAL HOLDINGS INC. CMN COM 044186104 2,824 31,808 SH   SOLE   31,808 0 0
BAXTER INTERNATIONAL INC CMN COM 071813109 6,874 81,501 SH   SOLE   81,501 0 0
BOOKING HOLDINGS INC. CMN COM 09857L108 4,981 2,138 SH   SOLE   2,138 0 0
CREE, INC. CMN COM 225447101 1,085 10,033 SH   SOLE   10,033 0 0
DANAHER CORPORATION CMN COM 235851102 8,008 35,578 SH   SOLE   35,578 0 0
DISCOVERY INC - A CMN SERIES A COM 25470F104 1,565 36,014 SH   SOLE   36,014 0 0
DOVER CORPORATION CMN COM 260003108 2,790 20,344 SH   SOLE   20,344 0 0
EXPEDIA GROUP INC CMN COM 30212P303 5,111 29,696 SH   SOLE   29,696 0 0
FARO TECHNOLOGIES INC CMN COM 311642102 4,203 48,552 SH   SOLE   48,552 0 0
IAC/INTERACTIVECORP. CMN COM 44891N109 5,696 26,334 SH   SOLE   26,334 0 0
INSTALLED BLDG PRODS INC CMN COM 45780R101 3,286 29,639 SH   SOLE   29,639 0 0
INTEL CORPORATION CMN COM 458140100 5,043 78,800 SH   SOLE   78,800 0 0
JD.COM, INC. SPONSORED ADR CMN COM 47215P106 2,080 24,669 SH   SOLE   24,669 0 0
LITTELFUSE, INC. CMN COM 537008104 3,568 13,493 SH   SOLE   13,493 0 0
MGM RESORTS INTERNATIONAL CMN COM 552953101 4,958 130,514 SH   SOLE   130,514 0 0
MICROSOFT CORPORATION CMN COM 594918104 2,564 10,874 SH   SOLE   10,874 0 0
NEVRO CORP. CMN COM 64157F103 3,507 25,139 SH   SOLE   25,139 0 0
O'REILLY AUTOMOTIVE, INC. CMN COM 67103H107 1,495 2,947 SH   SOLE   2,947 0 0
OLD DOMINION FREIGHT LINE, INC. CMN COM 679580100 1,661 6,910 SH   SOLE   6,910 0 0
ROPER TECHNOLOGIES INC CMN COM 776696106 2,065 5,119 SH   SOLE   5,119 0 0
SCIENTIFIC GAMES CORPORATION CMN CLASS A COM 80874P109 2,240 58,149 SH   SOLE   58,149 0 0
SHERWIN-WILLIAMS CO CMN COM 824348106 1,306 1,769 SH   SOLE   1,769 0 0
TELEFLEX INC. CMN COM 879369106 3,457 8,322 SH   SOLE   8,322 0 0
TRANSDIGM GROUP INCORPORATED CMN COM 893641100 1,451 2,468 SH   SOLE   2,468 0 0
VIACOMCBS INC CMN CLASS B COM 92556H206 1,608 35,656 SH   SOLE   35,656 0 0
WATERS CORPORATION COMMON STOCK COM 941848103 5,578 19,628 SH   SOLE   19,628 0 0
TE CONNECTIVITY LTD CMN COM H84989104 4,112 31,849 SH   SOLE   31,849 0 0