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 11,578 112,516 SH   SOLE N/A 112,516 0 0
ALPHABET INC CAP STK CL A 02079K305 2,607 975 SH   SOLE N/A 975 0 0
AMAZON COM INC COM 023135106 14,651 4,460 SH   SOLE N/A 4,460 0 0
AMPHENOL CORP NEW CL A 032095101 10,641 145,314 SH   SOLE N/A 145,314 0 0
APPLE INC COM 037833100 25,809 182,399 SH   SOLE N/A 182,399 0 0
AVANTOR INC COM 05352A100 8,631 211,018 SH   SOLE N/A 211,018 0 0
BALL CORP COM 058498106 8,864 98,523 SH   SOLE N/A 98,523 0 0
BANK OF MONTREAL BIG OIL 3X LEV 06367V105 32,842 228,003 SH   SOLE N/A 228,003 0 0
BLACKSTONE INC COM 09260D107 7,730 66,442 SH   SOLE N/A 66,442 0 0
BOYD GAMING CORP COM 103304101 3,095 48,932 SH   SOLE N/A 48,932 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 11,051 98,424 SH   SOLE N/A 98,424 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 13,469 260,221 SH   SOLE N/A 260,221 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 9,137 12,559 SH   SOLE N/A 12,559 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 7,252 3,990 SH   SOLE N/A 3,990 0 0
DIREXION SHS ETF TR DLY FIN BULL NEW 25459Y694 15,723 136,008 SH   SOLE N/A 136,008 0 0
EQUIFAX INC COM 294429105 1,458 5,753 SH   SOLE N/A 5,753 0 0
GENERAC HLDGS INC COM 368736104 7,356 18,000 SH   SOLE N/A 18,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 4,318 32,686 SH   SOLE N/A 32,686 0 0
HYATT HOTELS CORP COM CL A 448579102 2,617 33,947 SH   SOLE N/A 33,947 0 0
INTEGRAL AD SCIENCE HLDNG CO COM 45828L108 2,803 135,851 SH   SOLE N/A 135,851 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 1,922 73,030 SH   SOLE N/A 73,030 0 0
IQVIA HLDGS INC COM 46266C105 12,509 52,220 SH   SOLE N/A 52,220 0 0
MASTERCARD INCORPORATED CL A 57636Q104 17,106 49,200 SH   SOLE N/A 49,200 0 0
MICROSOFT CORP COM 594918104 26,205 92,951 SH   SOLE N/A 92,951 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 7,215 81,222 SH   SOLE N/A 81,222 0 0
NASDAQ INC COM 631103108 13,812 71,559 SH   SOLE N/A 71,559 0 0
NOVANTA INC COM 67000B104 9,435 61,070 SH   SOLE N/A 61,070 0 0
NVIDIA CORPORATION COM 67066G104 4,916 23,732 SH   SOLE N/A 23,732 0 0
NXP SEMICONDUCTORS N V COM N6596X109 11,060 56,464 SH   SOLE N/A 56,464 0 0
PALO ALTO NETWORKS INC COM 697435105 4,842 10,109 SH   SOLE N/A 10,109 0 0
PAYPAL HLDGS INC COM 70450Y103 4,524 17,387 SH   SOLE N/A 17,387 0 0
PEGASYSTEMS INC COM 705573103 3,722 29,283 SH   SOLE N/A 29,283 0 0
PROGYNY INC COM 74340E103 6,910 123,389 SH   SOLE N/A 123,389 0 0
RED ROCK RESORTS INC CL A 75700L108 3,370 65,803 SH   SOLE N/A 65,803 0 0
ROSS STORES INC COM 778296103 10,636 97,717 SH   SOLE N/A 97,717 0 0
SALESFORCE COM INC COM 79466L302 12,611 46,499 SH   SOLE N/A 46,499 0 0
SHIFT4 PMTS INC CL A 82452J109 11,747 151,533 SH   SOLE N/A 151,533 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 3,007 15,076 SH   SOLE N/A 15,076 0 0
SNAP INC CL A 83304A106 1,427 19,311 SH   SOLE N/A 19,311 0 0
STARBUCKS CORP COM 855244109 11,385 103,206 SH   SOLE N/A 103,206 0 0
TAPESTRY INC COM 876030107 2,058 55,598 SH   SOLE N/A 55,598 0 0
TASKUS INC CLASS A COM 87652V109 3,397 51,186 SH   SOLE N/A 51,186 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 16,548 28,964 SH   SOLE N/A 28,964 0 0
TRANSUNION COM 89400J107 9,630 85,749 SH   SOLE N/A 85,749 0 0
UPLAND SOFTWARE INC COM 91544A109 4,208 125,828 SH   SOLE N/A 125,828 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 14,499 601,867 SH   SOLE N/A 601,867 0 0
VISA INC COM CL A 92826C839 15,544 69,782 SH   SOLE N/A 69,782 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 6,049 78,361 SH   SOLE N/A 78,361 0 0
ZOETIS INC CL A 98978V103 6,613 34,062 SH   SOLE N/A 34,062 0 0