The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 5,975 | 11,947 | SH | SOLE | 0 | 0 | 11,947 | ||
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | 6,141 | 51,823 | SH | SOLE | 0 | 0 | 51,823 | ||
| AKAMAI TECHNOLOGIES INC | COM | 00971T101 | 5,078 | 48,363 | SH | SOLE | 0 | 0 | 48,363 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 5,575 | 3,181 | SH | SOLE | 0 | 0 | 3,181 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 420 | 240 | SH | SOLE | 0 | 0 | 240 | ||
| AMAZON COM INC | COM | 023135106 | 5,654 | 1,736 | SH | SOLE | 0 | 0 | 1,736 | ||
| AMGEN INC | COM | 031162100 | 6,552 | 28,497 | SH | SOLE | 0 | 0 | 28,497 | ||
| APPLE INC | COM | 037833100 | 6,245 | 47,061 | SH | SOLE | 0 | 0 | 47,061 | ||
| CATERPILLAR INC | COM | 149123101 | 6,143 | 33,751 | SH | SOLE | 0 | 0 | 33,751 | ||
| CHARLES RIV LABS INTL INC | COM | 159864107 | 6,758 | 27,046 | SH | SOLE | 0 | 0 | 27,046 | ||
| CHEWY INC | CL A | 16679L109 | 6,556 | 72,935 | SH | SOLE | 0 | 0 | 72,935 | ||
| COSTCO WHSL CORP NEW | COM | 22160K105 | 7,266 | 19,285 | SH | SOLE | 0 | 0 | 19,285 | ||
| CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 6,548 | 41,132 | SH | SOLE | 0 | 0 | 41,132 | ||
| DIGITAL RLTY TR INC | COM | 253868103 | 6,124 | 43,896 | SH | SOLE | 0 | 0 | 43,896 | ||
| DOCUSIGN INC | COM | 256163106 | 5,985 | 26,923 | SH | SOLE | 0 | 0 | 26,923 | ||
| FACEBOOK INC | CL A | 30303M102 | 6,014 | 22,017 | SH | SOLE | 0 | 0 | 22,017 | ||
| FEDEX CORP | COM | 31428X106 | 231 | 890 | SH | SOLE | 0 | 0 | 890 | ||
| GALLAGHER ARTHUR J & CO | COM | 363576109 | 1,492 | 12,063 | SH | SOLE | 0 | 0 | 12,063 | ||
| HOME DEPOT INC | COM | 437076102 | 4,923 | 18,533 | SH | SOLE | 0 | 0 | 18,533 | ||
| INTERNATIONAL PAPER CO | COM | 460146103 | 6,133 | 123,357 | SH | SOLE | 0 | 0 | 123,357 | ||
| JOHNSON & JOHNSON | COM | 478160104 | 6,347 | 40,327 | SH | SOLE | 0 | 0 | 40,327 | ||
| KIMBERLY-CLARK CORP | COM | 494368103 | 5,194 | 38,523 | SH | SOLE | 0 | 0 | 38,523 | ||
| LAM RESEARCH CORP | COM | 512807108 | 6,719 | 14,228 | SH | SOLE | 0 | 0 | 14,228 | ||
| MICROSOFT CORP | COM | 594918104 | 7,544 | 33,917 | SH | SOLE | 0 | 0 | 33,917 | ||
| NETFLIX INC | COM | 64110L106 | 5,438 | 10,057 | SH | SOLE | 0 | 0 | 10,057 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 7,523 | 32,123 | SH | SOLE | 0 | 0 | 32,123 | ||
| PROCTER AND GAMBLE CO | COM | 742718109 | 374 | 2,690 | SH | SOLE | 0 | 0 | 2,690 | ||
| SALESFORCE COM INC | COM | 79466L302 | 5,531 | 24,853 | SH | SOLE | 0 | 0 | 24,853 | ||
| SOUTHWEST AIRLS CO | COM | 844741108 | 5,887 | 126,309 | SH | SOLE | 0 | 0 | 126,309 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 4,184 | 11,192 | SH | SOLE | 0 | 0 | 11,192 | ||
| SQUARE INC | CL A | 852234103 | 6,078 | 27,928 | SH | SOLE | 0 | 0 | 27,928 | ||
| TARGET CORP | COM | 87612E106 | 8,055 | 45,627 | SH | SOLE | 0 | 0 | 45,627 | ||
| TESLA INC | COM | 88160R101 | 755 | 1,070 | SH | SOLE | 0 | 0 | 1,070 | ||
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | 5,962 | 101,477 | SH | SOLE | 0 | 0 | 101,477 | ||
| VISA INC | COM CL A | 92826C839 | 7,441 | 34,017 | SH | SOLE | 0 | 0 | 34,017 | ||
| WALMART INC | COM | 931142103 | 6,499 | 45,088 | SH | SOLE | 0 | 0 | 45,088 | ||
| ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 | 4,926 | 14,604 | SH | SOLE | 0 | 0 | 14,604 | ||