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 897 1,582 SH   SOLE   1,582 0 0
AIR PRODUCTS & CHEMICALS INC CMN COM 009158106 14,273 46,910 SH   SOLE   46,910 0 0
ALPHABET INC. CMN CLASS A COM 02079K305 5,754 1,986 SH   SOLE   1,986 0 0
ASHLAND GLOBAL HOLDINGS INC. CMN COM 044186104 10,301 95,678 SH   SOLE   95,678 0 0
BOOKING HOLDINGS INC. CMN COM 09857L108 4,650 1,938 SH   SOLE   1,938 0 0
DANAHER CORPORATION CMN COM 235851102 11,195 34,026 SH   SOLE   34,026 0 0
DOVER CORPORATION CMN COM 260003108 3,694 20,344 SH   SOLE   20,344 0 0
EXPEDIA GROUP INC CMN COM 30212P303 6,435 35,610 SH   SOLE   35,610 0 0
FARO TECHNOLOGIES INC CMN COM 311642102 3,985 56,907 SH   SOLE   56,907 0 0
IAC/INTERACTIVECORP. CMN COM 44891N208 3,442 26,334 SH   SOLE   26,334 0 0
INSTALLED BLDG PRODS INC CMN COM 45780R101 4,141 29,639 SH   SOLE   29,639 0 0
INTEL CORPORATION CMN COM 458140100 2,499 48,516 SH   SOLE   48,516 0 0
JD.COM, INC. SPONSORED ADR CMN COM 47215P106 2,846 40,618 SH   SOLE   40,618 0 0
LITTELFUSE, INC. CMN COM 537008104 4,721 15,004 SH   SOLE   15,004 0 0
MGM RESORTS INTERNATIONAL CMN COM 552953101 9,639 214,780 SH   SOLE   214,780 0 0
MICROSOFT CORPORATION CMN COM 594918104 2,929 8,708 SH   SOLE   8,708 0 0
OREILLY AUTOMOTIVE, INC. CMN COM 67103H107 2,081 2,947 SH   SOLE   2,947 0 0
OLD DOMINION FREIGHT LINE, INC. CMN COM 679580100 2,476 6,910 SH   SOLE   6,910 0 0
ROPER TECHNOLOGIES INC CMN COM 776696106 2,518 5,119 SH   SOLE   5,119 0 0
SCIENTIFIC GAMES CORPORATION CMN CLASS A COM 80874P109 5,767 86,297 SH   SOLE   86,297 0 0
SHERWIN-WILLIAMS CO CMN COM 824348106 1,869 5,307 SH   SOLE   5,307 0 0
TELEDYNE TECHNOLOGIES INCORPORATED CMN COM 879360105 7,673 17,563 SH   SOLE   17,563 0 0
UPSTART HOLDINGS, INC. CMN COM 91680M107 2,162 14,290 SH   SOLE   14,290 0 0
WATERS CORPORATION COMMON STOCK COM 941848103 7,313 19,628 SH   SOLE   19,628 0 0
TE CONNECTIVITY LTD CMN COM H84989104 5,103 31,629 SH   SOLE   31,629 0 0