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
AMAZON COM INC COM 023135106 3,902 1,230 SH   SOLE   1,230 0 0
AUTONATION INC COM 05329W102 2,017 29,641 SH   SOLE   29,641 0 0
ANSYS INC COM 03662Q105 2,455 6,744 SH   SOLE   6,744 0 0
AON PLC COM G0403H108 905 4,299 SH   SOLE   4,299 0 0
ACTIVISION BLIZZARD INC COM 00507V109 1,166 12,820 SH   SOLE   12,820 0 0
BK OF AMERICA CORP COM 060505104 2,105 70,292 SH   SOLE   70,292 0 0
BOOKING HOLDINGS INC COM 09857L108 1,768 847 SH   SOLE   847 0 0
BERKSHIRE HATHAWAY INC DEL COM 084670702 2,593 11,447 SH   SOLE   11,447 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 2,082 15,541 SH   SOLE   15,541 0 0
COLGATE PALMOLIVE CO COM 194162103 1,680 19,758 SH   SOLE   19,758 0 0
CLOROX CO DEL COM 189054109 1,353 6,641 SH   SOLE   6,641 0 0
COSTCO WHSL CORP NEW COM 22160K105 1,795 4,926 SH   SOLE   4,926 0 0
COSTAR GROUP INC COM 22160N109 2,231 2,461 SH   SOLE   2,461 0 0
DISNEY WALT CO COM 254687106 2,596 14,948 SH   SOLE   14,948 0 0
LAUDER ESTEE COS INC COM 518439104 2,012 7,714 SH   SOLE   7,714 0 0
ETSY INC COM 29786A106 1,876 9,861 SH   SOLE   9,861 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 1,690 19,072 SH   SOLE   19,072 0 0
FACEBOOK INC COM 30303M102 3,208 12,000 SH   SOLE   12,000 0 0
FIRST HORIZON CORPORATION COM 320517105 1,888 149,432 SH   SOLE   149,432 0 0
FLIR SYS INC COM 302445101 1,690 37,947 SH   SOLE   37,947 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 1,830 6,767 SH   SOLE   6,767 0 0
CORNING INC COM 219350105 1,751 48,283 SH   SOLE   48,283 0 0
ALPHABET INC COM 02079K305 1,978 1,141 SH   SOLE   1,141 0 0
HALLIBURTON CO COM 406216101 2,033 105,842 SH   SOLE   105,842 0 0
HOME DEPOT INC COM 437076102 1,753 6,471 SH   SOLE   6,471 0 0
HP INC COM 40434L105 2,123 87,541 SH   SOLE   87,541 0 0
HERSHEY CO COM 427866108 1,407 9,384 SH   SOLE   9,384 0 0
HUMANA INC COM 444859102 1,943 4,800 SH   SOLE   4,800 0 0
ILLUMINA INC COM 452327109 1,607 4,376 SH   SOLE   4,376 0 0
INTUITIVE SURGICAL INC COM 46120E602 2,149 2,663 SH   SOLE   2,663 0 0
HENRY JACK & ASSOC INC COM 426281101 1,230 7,803 SH   SOLE   7,803 0 0
JPMORGAN CHASE & CO. COM 46625H100 5,674 45,574 SH   SOLE   45,574 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 1,998 15,260 SH   SOLE   15,260 0 0
CARMAX INC COM 143130102 1,454 15,763 SH   SOLE   15,763 0 0
LEIDOS HOLDINGS INC COM 525327102 1,588 15,243 SH   SOLE   15,243 0 0
LENNAR CORP COM 526057104 1,792 22,281 SH   SOLE   22,281 0 0
LINDE PLC COM G5494J103 1,310 5,107 SH   SOLE   5,107 0 0
LOWES COS INC COM 548661107 1,674 10,287 SH   SOLE   10,287 0 0
LOUISIANA PAC CORP COM 546347105 2,470 63,728 SH   SOLE   63,728 0 0
LULULEMON ATHLETICA INC COM 550021109 1,693 4,819 SH   SOLE   4,819 0 0
SOUTHWEST AIRLS CO COM 844741108 1,786 38,606 SH   SOLE   38,606 0 0
MASTERCARD INCORPORATED COM 57636Q104 1,840 5,477 SH   SOLE   5,477 0 0
MARRIOTT INTL INC NEW COM 571903202 2,430 18,881 SH   SOLE   18,881 0 0
MCKESSON CORP COM 58155Q103 1,753 10,265 SH   SOLE   10,265 0 0
MOODYS CORP COM 615369105 1,217 4,367 SH   SOLE   4,367 0 0
MEDTRONIC PLC COM G5960L103 1,845 16,182 SH   SOLE   16,182 0 0
MARKETAXESS HLDGS INC COM 57060D108 922 1,610 SH   SOLE   1,610 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 2,086 23,235 SH   SOLE   23,235 0 0
MORNINGSTAR INC COM 617700109 928 4,175 SH   SOLE   4,175 0 0
MORGAN STANLEY COM 617446448 4,207 61,794 SH   SOLE   61,794 0 0
MSCI INC COM 55354G100 1,339 3,097 SH   SOLE   3,097 0 0
MICROSOFT CORP COM 594918104 4,363 19,588 SH   SOLE   19,588 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 2,095 24,199 SH   SOLE   24,199 0 0
NEWMONT CORP COM 651639106 1,489 24,633 SH   SOLE   24,633 0 0
NICE LTD COM 653656108 2,562 9,158 SH   SOLE   9,158 0 0
NIKE INC COM 654106103 2,741 19,364 SH   SOLE   19,364 0 0
NATIONAL OILWELL VARCO INC COM 637071101 1,931 143,101 SH   SOLE   143,101 0 0
SERVICENOW INC COM 81762P102 1,984 3,582 SH   SOLE   3,582 0 0
NORFOLK SOUTHN CORP COM 655844108 1,952 8,331 SH   SOLE   8,331 0 0
NVIDIA CORPORATION COM 67066G104 2,548 4,903 SH   SOLE   4,903 0 0
OLD DOMINION FREIGHT LINE INC COM COM 679580100 2,569 12,963 SH   SOLE   12,963 0 0
PALO ALTO NETWORKS INC COM 697435105 2,188 5,961 SH   SOLE   5,961 0 0
PROGRESSIVE CORP COM 743315103 1,987 20,221 SH   SOLE   20,221 0 0
PROTO LABS INC COM 743713109 2,254 13,068 SH   SOLE   13,068 0 0
ROCKWELL AUTOMATION INC COM 773903109 1,965 7,907 SH   SOLE   7,907 0 0
BOSTON BEER INC COM 100557107 1,497 1,475 SH   SOLE   1,475 0 0
STARBUCKS CORP COM 855244109 2,076 20,359 SH   SOLE   20,359 0 0
S&P Global Inc COM 78409V104 1,119 3,537 SH   SOLE   3,537 0 0
STANLEY BLACK & DECKER INC COM 854502101 1,689 9,393 SH   SOLE   9,393 0 0
TERADYNE INC COM 880770102 1,770 14,890 SH   SOLE   14,890 0 0
THOR INDS INC COM 885160101 1,396 13,644 SH   SOLE   13,644 0 0
TREX CO INC COM 89531P105 1,933 22,412 SH   SOLE   22,412 0 0
TRANE TECHNOLOGIES PLC COM G8994E103 2,214 15,416 SH   SOLE   15,416 0 0
TEXAS INSTRS INC COM 882508104 2,127 13,160 SH   SOLE   13,160 0 0
UNITEDHEALTH GROUP INC COM 91324P102 2,328 6,834 SH   SOLE   6,834 0 0
UNITED PARCEL SERVICE INC COM 911312106 1,713 9,949 SH   SOLE   9,949 0 0
UNITED RENTALS INC COM 911363109 2,211 9,507 SH   SOLE   9,507 0 0
VISA INC COM 92826C839 2,703 12,952 SH   SOLE   12,952 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 1,166 4,977 SH   SOLE   4,977 0 0
WORKDAY INC COM 98138H101 1,870 7,521 SH   SOLE   7,521 0 0
WALMART INC COM 931142103 2,185 15,229 SH   SOLE   15,229 0 0
YUM CHINA HLDGS INC COM 98850P109 2,133 36,963 SH   SOLE   36,963 0 0
ZILLOW GROUP INC COM 98954M200 2,028 14,633 SH   SOLE   14,633 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 1,720 11,529 SH   SOLE   11,529 0 0
ZOETIS INC COM 98978V103 2,317 14,419 SH   SOLE   14,419 0 0