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 | 5,798 | 12,196 | SH | SOLE | 12,196 | 0 | 0 | ||
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | 6,741 | 53,017 | SH | SOLE | 53,017 | 0 | 0 | ||
| AIRBNB INC | COM CL A | 009066101 | 5,529 | 29,421 | SH | SOLE | 29,421 | 0 | 0 | ||
| AKAMAI TECHNOLOGIES INC | COM | 00971T101 | 6,570 | 64,472 | SH | SOLE | 64,472 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 6,652 | 3,225 | SH | SOLE | 3,225 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 496 | 240 | SH | SOLE | 240 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 6,030 | 1,949 | SH | SOLE | 1,949 | 0 | 0 | ||
| AMGEN INC | COM | 031162100 | 7,053 | 28,345 | SH | SOLE | 28,345 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 5,803 | 47,504 | SH | SOLE | 47,504 | 0 | 0 | ||
| BOEING CO | COM | 097023105 | 6,912 | 27,134 | SH | SOLE | 27,134 | 0 | 0 | ||
| CATERPILLAR INC | COM | 149123101 | 5,956 | 25,688 | SH | SOLE | 25,688 | 0 | 0 | ||
| CHARLES RIV LABS INTL INC | COM | 159864107 | 7,806 | 26,933 | SH | SOLE | 26,933 | 0 | 0 | ||
| CHEWY INC | CL A | 16679L109 | 6,361 | 75,094 | SH | SOLE | 75,094 | 0 | 0 | ||
| COSTCO WHSL CORP NEW | COM | 22160K105 | 6,846 | 19,421 | SH | SOLE | 19,421 | 0 | 0 | ||
| DOCUSIGN INC | COM | 256163106 | 5,480 | 27,066 | SH | SOLE | 27,066 | 0 | 0 | ||
| DRAFTKINGS INC | COM CL A | 26142R104 | 4,988 | 81,335 | SH | SOLE | 81,335 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 6,662 | 22,618 | SH | SOLE | 22,618 | 0 | 0 | ||
| FEDEX CORP | COM | 31428X106 | 253 | 890 | SH | SOLE | 890 | 0 | 0 | ||
| GALLAGHER ARTHUR J & CO | COM | 363576109 | 1,505 | 12,063 | SH | SOLE | 12,063 | 0 | 0 | ||
| INTERNATIONAL PAPER CO | COM | 460146103 | 6,768 | 125,180 | SH | SOLE | 125,180 | 0 | 0 | ||
| JOHNSON & JOHNSON | COM | 478160104 | 6,676 | 40,621 | SH | SOLE | 40,621 | 0 | 0 | ||
| KIMBERLY-CLARK CORP | COM | 494368103 | 5,392 | 38,781 | SH | SOLE | 38,781 | 0 | 0 | ||
| LAM RESEARCH CORP | COM | 512807108 | 6,549 | 11,003 | SH | SOLE | 11,003 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 8,042 | 34,108 | SH | SOLE | 34,108 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 5,334 | 10,226 | SH | SOLE | 10,226 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 6,063 | 11,356 | SH | SOLE | 11,356 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 7,620 | 31,378 | SH | SOLE | 31,378 | 0 | 0 | ||
| PHILLIPS 66 | COM | 718546104 | 5,125 | 62,854 | SH | SOLE | 62,854 | 0 | 0 | ||
| PROCTER AND GAMBLE CO | COM | 742718109 | 364 | 2,690 | SH | SOLE | 2,690 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 5,378 | 25,385 | SH | SOLE | 25,385 | 0 | 0 | ||
| SOUTHWEST AIRLS CO | COM | 844741108 | 5,899 | 96,616 | SH | SOLE | 96,616 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 4,477 | 11,297 | SH | SOLE | 11,297 | 0 | 0 | ||
| SQUARE INC | CL A | 852234103 | 6,478 | 28,532 | SH | SOLE | 28,532 | 0 | 0 | ||
| TARGET CORP | COM | 87612E106 | 7,146 | 36,079 | SH | SOLE | 36,079 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 715 | 1,070 | SH | SOLE | 1,070 | 0 | 0 | ||
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | 5,912 | 101,663 | SH | SOLE | 101,663 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 7,245 | 34,216 | SH | SOLE | 34,216 | 0 | 0 | ||
| WALMART INC | COM | 931142103 | 6,151 | 45,283 | SH | SOLE | 45,283 | 0 | 0 | ||