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
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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
Abbott LaboratoriesCOM0028241006795,670SH SOLE 5,67000
Abbvie IncCOM00287y1096,77162,569SH SOLE 62,56900
Accenture Ltd Bermuda Cl ACOMg1151c1011,6025,800SH SOLE 5,80000
Adobe IncCOM00724f1017,86516,544SH SOLE 16,54400
Advanced Micro Devices IncCOM0079031074,41056,178SH SOLE 56,17800
AeroVironment IncCOM0080731083022,600SH SOLE 2,60000
Albemarle CorpCOM0126531012481,700SH SOLE 1,70000
Alphabet Inc Cap Stock Cl ACOM02079k30513,8136,697SH SOLE 6,69700
Amazon.com IncCOM02313510631,24410,098SH SOLE 10,09800
American Express CoCOM0258161097275,140SH SOLE 5,14000
Analog Devices IncCOM0326541059726,270SH SOLE 6,27000
Apollo Global Mgmt Inc Com CL COM03768e1051,82538,813SH SOLE 38,81300
Apple IncCOM0378331009,50777,832SH SOLE 77,83200
Applied Materials IncCOM0382221055624,210SH SOLE 4,21000
Automatic Data Processing IncCOM0530151031,6028,500SH SOLE 8,50000
AutoZone IncCOM0533321024,2303,012SH SOLE 3,01200
Axcelis Technologies IncCOM0545402081,04425,400SH SOLE 25,40000
Blackstone Group Inc Cl ACOM09260d1071,01513,625SH SOLE 13,62500
Boeing CoCOM0970231055,26020,651SH SOLE 20,65100
Booking Holdings IncCOM09857l1084,2241,813SH SOLE 1,81300
Borgwarner IncCOM0997241062,75359,390SH SOLE 59,39000
Bristol Myers Squibb CoCOM1101221081,13517,975SH SOLE 17,97500
Broadcom Inc ComCOM11135f1012,2924,943SH SOLE 4,94300
Brookfield Infrastructure CorpCOM11275q1072903,800SH SOLE 3,80000
Bwx Technologies IncCOM05605h1005288,000SH SOLE 8,00000
Caterpillar IncCOM1491231012,2269,600SH SOLE 9,60000
Cerence IncCOM1567271095546,188SH SOLE 6,18800
Chegg IncCOM1630921091,28615,013SH SOLE 15,01300
Chevron CorpCOM1667641001,92718,392SH SOLE 18,39200
Cintas CorpCOM1729081051,9595,741SH SOLE 5,74100
Cmc Materials Inc ComCOM12571t1004772,700SH SOLE 2,70000
Coca-Cola CoCOM19121610079115,000SH SOLE 15,00000
Colgate Palmolive CoCOM19416210378810,000SH SOLE 10,00000
Costco Wholesale CorpCOM22160k1055021,425SH SOLE 1,42500
Crowdstrike Holdings Inc Cl ACOM22788c1056993,829SH SOLE 3,82900
CSX CorpCOM1264081039559,900SH SOLE 9,90000
Cummins IncCOM2310211062,94811,379SH SOLE 11,37900
D R Horton IncCOM23331a1095,52161,955SH SOLE 61,95500
Deere & CoCOM244199105262700SH SOLE 70000
Desktop Metal Inc Cl ACOM25058x10514910,000SH SOLE 10,00000
Diamondback Energy IncCOM25278x10976610,420SH SOLE 10,42000
Disney Walt Co DisneyCOM2546871067,79742,257SH SOLE 42,25700
Docusign IncCOM2561631066263,090SH SOLE 3,09000
Dow IncCOM2605571033,83259,929SH SOLE 59,92900
Draftkings Inc Cl ACOM26142r1043,02149,257SH SOLE 49,25700
Duke Energy CorpCOM26441c2042903,000SH SOLE 3,00000
Dxc Technology CoCOM23355l10692129,450SH SOLE 29,45000
eLot IncCOM29014q105067,670SH SOLE 67,67000
Evercore Partners Inc Class ACOM29977a1054,00330,385SH SOLE 30,38500
Exxon Mobil CorpCOM30231g10275613,543SH SOLE 13,54300
Facebook Inc Cl ACOM30303m10212,58942,743SH SOLE 42,74300
Ferrari NVCOMn3167y1033091,475SH SOLE 1,47500
Fidelity National Financial InCOM31620r3031,19429,375SH SOLE 29,37500
Fortinet IncCOM34959e1096613,582SH SOLE 3,58200
Freeport-McMoran IncCOM35671d85740212,200SH SOLE 12,20000
General Electric CoCOM36960410326420,106SH SOLE 20,10600
General Motors CoCOM37045v1001,87132,570SH SOLE 32,57000
Goldman Sachs Group IncCOM38141g1043631,110SH SOLE 1,11000
Grayscale Bitcoin Tr Btc Accd COM3896371093,17163,364SH SOLE 63,36400
Green Thumb Industries IncCOM39342l10871124,085SH SOLE 24,08500
Health Catalyst IncCOM42225t10795820,490SH SOLE 20,49000
Home Depot IncCOM4370761027,99926,206SH SOLE 26,20600
Honeywell Intl IncCOM4385161062,99213,783SH SOLE 13,78300
Horizon Therapeutics Pub LtdCOMg461881011,60117,400SH SOLE 17,40000
Idexx Laboratories IncCOM45168d104210430SH SOLE 43000
Ingersoll Rand IncCOM45687v1062996,079SH SOLE 6,07900
Intercontinental Exchange IncCOM45866f1042,23820,038SH SOLE 20,03800
Intuitive Surgical IncCOM46120e6024,0475,477SH SOLE 5,47700
Jacobs Engineering Group IncCOM4698141076234,820SH SOLE 4,82000
Johnson & JohnsonCOM4781601046,56539,943SH SOLE 39,94300
JPMorgan Chase & CoCOM46625h1002151,411SH SOLE 1,41100
Kinder Morgan IncCOM49456b10116610,000SH SOLE 10,00000
KLA-Tencor CorpCOM4824801005,91017,887SH SOLE 17,88700
L3harris Technologies IncCOM5024311091,3926,866SH SOLE 6,86600
Lam Research CorpCOM5128071083,4025,715SH SOLE 5,71500
Lauder Estee Cos Inc Cl ACOM5184391043,89413,390SH SOLE 13,39000
Lazard Ltd ACOMg540501023057,000SH SOLE 7,00000
Lgi Homes IncCOM50187t1065503,683SH SOLE 3,68300
Linde PLCCOMg5494j1032,6569,481SH SOLE 9,48100
Lockheed Martin CorpCOM5398301091,5694,246SH SOLE 4,24600
Lululemon Athletica IncCOM5500211091,6865,497SH SOLE 5,49700
Lyft Inc Cl ACOM55087p1042343,700SH SOLE 3,70000
Marvell Technology Group LtdCOMg5876h1051,49530,520SH SOLE 30,52000
MasterCard Inc Cl ACOM57636q1045,04114,157SH SOLE 14,15700
Medtronic PLCCOMg5960l1034493,800SH SOLE 3,80000
Merck & Co IncCOM58933y1052,04326,500SH SOLE 26,50000
Micron Technology IncCOM59511210313,281150,560SH SOLE 150,56000
Microsoft CorpCOM59491810414,66262,188SH SOLE 62,18800
Moderna IncCOM60770k1073933,000SH SOLE 3,00000
Mongodb Inc Cl ACOM60937p1063,93814,725SH SOLE 14,72500
Morgan StanleyCOM6174464483,09839,895SH SOLE 39,89500
Mosaic CoCOM61945c1032,42876,820SH SOLE 76,82000
Mp Materials Corp Cl ACOM55336810152914,715SH SOLE 14,71500
NASDAQ IncCOM6311031081,55110,515SH SOLE 10,51500
Netflix IncCOM64110l1063,1386,015SH SOLE 6,01500
Nextera Energy IncCOM65339f1011,43719,000SH SOLE 19,00000
Nike Inc Cl BCOM6541061033,83928,892SH SOLE 28,89200
Nova Measuring Instruments LtdCOMm7516k10399910,980SH SOLE 10,98000
NVIDIA CorpCOM67066g1044,3058,062SH SOLE 8,06200
NXP Semiconductors NVCOMn6596x10912,07359,963SH SOLE 59,96300
ON Semiconductor CorpCOM6821891052415,800SH SOLE 5,80000
Onto Innovation IncCOM68334410598114,925SH SOLE 14,92500
Palantir Technologies Inc Cl ACOM69608a10878333,625SH SOLE 33,62500
Paypal Holdings IncCOM70450y10319,12878,769SH SOLE 78,76900
Pinterest Inc Cl ACOM72352l10693512,635SH SOLE 12,63500
Polaris Industries IncCOM7310681025504,118SH SOLE 4,11800
Procter & Gamble CoCOM7427181091,0227,550SH SOLE 7,55000
Regeneron PharmaceuticalsCOM75886f107339716SH SOLE 71600
Rocket Cos Inc Cl ACOM77311w10134114,780SH SOLE 14,78000
Roku Inc Cl ACOM77543r1021,3324,090SH SOLE 4,09000
Schwab Charles CorpCOM80851310565210,000SH SOLE 10,00000
Selectquote IncCOM81630730089430,300SH SOLE 30,30000
ServiceNow IncCOM81762p1025751,150SH SOLE 1,15000
Sherwin Williams CoCOM8243481061,9062,583SH SOLE 2,58300
Shopify Inc Cl ACOM82509l107359324SH SOLE 32400
Skyworks Solutions IncCOM83088m1027834,270SH SOLE 4,27000
Square Inc Cl ACOM8522341032,42710,690SH SOLE 10,69000
Store Cap CorpCOM8621211001,41342,190SH SOLE 42,19000
Tesla Motors IncCOM88160r1011,6892,528SH SOLE 2,52800
Thermo Fisher Scientific IncCOM8835561028,36218,322SH SOLE 18,32200
Trane Technologies PLCCOMg8994e1036694,040SH SOLE 4,04000
Triton Intl Ltd Cl ACOMg9078f1071,96635,745SH SOLE 35,74500
Twilio Inc Cl ACOM90138f1021,3934,087SH SOLE 4,08700
Uber Technologies IncCOM90353t1001,24822,895SH SOLE 22,89500
Union Pacific CorpCOM9078181084572,075SH SOLE 2,07500
United Rentals IncCOM9113631093,68711,195SH SOLE 11,19500
UnitedHealth Group IncCOM91324p1028,79923,648SH SOLE 23,64800
Valero Energy CorpCOM91913y1002743,825SH SOLE 3,82500
Veeva Systems Inc Cl ACOM9224751081,5575,960SH SOLE 5,96000
Verizon Communications IncCOM92343v1045349,180SH SOLE 9,18000
Walgreens Boots Alliance IncCOM9314271082554,650SH SOLE 4,65000
XPO Logistics IncCOM9837931005,45844,262SH SOLE 44,26200
Bunge Limited Conv Pfd PerpCONV PREFg169622044033,500SH SOLE 3,50000
Adyen NV Unsponsred ADSCOM00783v1041,76539,455SH SOLE 39,45500
Alibaba Group Holding Ltd Sp ACOM01609w1021,2855,667SH SOLE 5,66700
Ase Technology Holding Co Ltd COM00215w1007710,000SH SOLE 10,00000
ASML Holding NV NY RegistryCOMn070592109301,507SH SOLE 1,50700
Ericsson ADR BCOM2948216081,749132,600SH SOLE 132,60000
Jumia Technologies AG Sp ADSCOM48138m10563517,900SH SOLE 17,90000
LVMH Moet Hennessy Louis VuittCOM5024413063,25324,360SH SOLE 24,36000
Sea Ltd ADRCOM81141r1006,87530,796SH SOLE 30,79600
Taiwan Semiconductor Mfg Ltd SCOM8740391003,25927,550SH SOLE 27,55000
Tencent Holdings Ltd ADRCOM88032q1091,38517,655SH SOLE 17,65500
Direxion Daily Emg MK Bl 3XCOM25490k2812232,269SH SOLE 2,26900
SPDR S&P 500 ETF TRCOM78462f1035241,322SH SOLE 1,32200
Sound Shore Fund IncMUTUAL FUND8360831053777,998SH SOLE 7,99800
Brookfield Infrast Partners LPMLPg162521014037,575SH SOLE 7,57500
Enviva Partners LPMLP29414j10788018,200SH SOLE 18,20000
Innovative Industrial PropertiREIT45781v1013952,195SH SOLE 2,19500
Simon Property Group IncREIT8288061092622,300SH SOLE 2,30000
W P Carey IncCOM92936u1093334,700SH SOLE 4,70000