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
ADVANCED MICRO DEVICES INC COM 007903107 11,706 124,629 SH   SOLE N/A 124,629 0 0
AMAZON COM INC COM 023135106 14,163 4,117 SH   SOLE N/A 4,117 0 0
AMPHENOL CORP NEW CL A 032095101 9,941 145,314 SH   SOLE N/A 145,314 0 0
APPLE INC COM 037833100 24,997 182,512 SH   SOLE N/A 182,512 0 0
BALL CORP COM 058498106 11,135 137,433 SH   SOLE N/A 137,433 0 0
BOEING CO COM 097023105 5,670 23,669 SH   SOLE N/A 23,669 0 0
BOYD GAMING CORP COM 103304101 6,439 104,716 SH   SOLE N/A 104,716 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 8,644 83,320 SH   SOLE N/A 83,320 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 12,647 260,221 SH   SOLE N/A 260,221 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 9,061 12,559 SH   SOLE N/A 12,559 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 6,186 3,990 SH   SOLE N/A 3,990 0 0
CITI TRENDS INC COM 17306X102 8,015 92,125 SH   SOLE N/A 92,125 0 0
DIREXION SHS ETF TR DLY SCOND 3XBU 25459W458 9,505 213,412 SH   SOLE N/A 213,412 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104 5,437 125,818 SH   SOLE N/A 125,818 0 0
EXPEDIA GROUP INC COM NEW 30212P303 9,582 58,530 SH   SOLE N/A 58,530 0 0
FACEBOOK INC CL A 30303M102 6,694 19,253 SH   SOLE N/A 19,253 0 0
GLOBAL PMTS INC COM 37940X102 5,844 31,160 SH   SOLE N/A 31,160 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 9,199 76,263 SH   SOLE N/A 76,263 0 0
HYATT HOTELS CORP COM CL A 448579102 8,012 103,194 SH   SOLE N/A 103,194 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 7,854 327,796 SH   SOLE N/A 327,796 0 0
LAM RESEARCH CORP COM 512807108 710 1,091 SH   SOLE N/A 1,091 0 0
LESLIES INC COM 527064109 8,204 298,419 SH   SOLE N/A 298,419 0 0
MASTERCARD INCORPORATED CL A 57636Q104 17,962 49,200 SH   SOLE N/A 49,200 0 0
MGM RESORTS INTERNATIONAL COM 552953101 9,255 216,992 SH   SOLE N/A 216,992 0 0
MICROSOFT CORP COM 594918104 25,196 93,009 SH   SOLE N/A 93,009 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 7,420 81,222 SH   SOLE N/A 81,222 0 0
NETFLIX INC COM 64110L106 542 1,027 SH   SOLE N/A 1,027 0 0
NORFOLK SOUTHN CORP COM 655844108 3,916 14,754 SH   SOLE N/A 14,754 0 0
NOVANTA INC COM 67000B104 8,230 61,070 SH   SOLE N/A 61,070 0 0
NVIDIA CORPORATION COM 67066G104 4,747 5,933 SH   SOLE N/A 5,933 0 0
NXP SEMICONDUCTORS N V COM N6596X109 11,616 56,464 SH   SOLE N/A 56,464 0 0
PAYCOM SOFTWARE INC COM 70432V102 2,595 7,140 SH   SOLE N/A 7,140 0 0
PEGASYSTEMS INC COM 705573103 2,905 20,874 SH   SOLE N/A 20,874 0 0
PROGYNY INC COM 74340E103 5,301 89,844 SH   SOLE N/A 89,844 0 0
RED ROCK RESORTS INC CL A 75700L108 8,492 199,819 SH   SOLE N/A 199,819 0 0
ROSS STORES INC COM 778296103 12,117 97,717 SH   SOLE N/A 97,717 0 0
SHIFT4 PMTS INC CL A 82452J109 8,762 93,496 SH   SOLE N/A 93,496 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 1,622 9,585 SH   SOLE N/A 9,585 0 0
SNAP INC CL A 83304A106 2,942 43,179 SH   SOLE N/A 43,179 0 0
STARBUCKS CORP COM 855244109 11,539 103,206 SH   SOLE N/A 103,206 0 0
TAPESTRY INC COM 876030107 2,417 55,598 SH   SOLE N/A 55,598 0 0
TASKUS INC CLASS A COM 87652V109 8,090 236,263 SH   SOLE N/A 236,263 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 14,611 28,964 SH   SOLE N/A 28,964 0 0
TRANSUNION COM 89400J107 6,690 60,926 SH   SOLE N/A 60,926 0 0
UPLAND SOFTWARE INC COM 91544A109 5,868 142,538 SH   SOLE N/A 142,538 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 15,632 572,606 SH   SOLE N/A 572,606 0 0
VISA INC COM CL A 92826C839 16,316 69,782 SH   SOLE N/A 69,782 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 5,665 78,361 SH   SOLE N/A 78,361 0 0
ZOETIS INC CL A 98978V103 6,348 34,062 SH   SOLE N/A 34,062 0 0