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

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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 LABSCOM0028241002191,700SH SOLE 1,70000
ABBVIE INCCOM00287Y1092,94625,694SH SOLE 25,607870
ADOBE SYSTEMS INCORPORATEDCOM00724F1012,0773,193SH SOLE 3,182110
ADVANCED MICRO DEVICES INCCOM0079031071,86815,541SH SOLE 15,4371040
ALPHABET INCCAP STK CL A02079K305648219SH SOLE 146730
AMAZON COM INCCOM0231351065,3231,578SH SOLE 1,568100
AMERICAN TOWER CORP NEWCOM03027X1002,4808,794SH SOLE 8,764300
APPLE INCCOM0378331003,38222,574SH SOLE 22,4241500
ARISTA NETWORKS INCCOM0404131061,9314,714SH SOLE 4,698160
BECTON DICKINSON & COCOM0758871092,77511,583SH SOLE 11,544390
BOOKING HOLDINGS INCCOM09857L10821890SH SOLE 9000
BROADCOM INCCOM11135F1013,0875,806SH SOLE 5,766390
CBOE GLOBAL MKTS INCCOM12503M1082,07615,731SH SOLE 15,73100
CHENIERE ENERGY INCCOM NEW16411R2082,78826,964SH SOLE 26,874900
CHEWY INCCL A16679L1092,39631,608SH SOLE 31,5021060
COMCAST CORP NEWCL A20030N1013707,200SH SOLE 7,20000
CONSTELLATION BRANDS INCCL A21036P1082,36810,922SH SOLE 10,885370
COSTAR GROUP INCCOM22160N1093083,580SH SOLE 3,58000
COSTCO WHSL CORP NEWCOM22160K1053,4577,033SH SOLE 7,009240
CROWDSTRIKE HLDGS INCCL A22788C1053,45612,264SH SOLE 12,222420
DATADOG INCCL A COM23804L1032,53215,155SH SOLE 15,104510
DEXCOM INCCOM2521311073,3775,419SH SOLE 5,401180
DOCUSIGN INCCOM2561631063,75213,483SH SOLE 13,438450
EATON CORP PLCSHSG291831031,4718,927SH SOLE 8,897300
ECOLAB INCCOM2788651002,39110,759SH SOLE 10,723360
ELECTRONIC ARTS INCCOM2855121091,41010,050SH SOLE 10,016340
ENPHASE ENERGY INCCOM29355A1071,5806,821SH SOLE 6,798230
EOG RES INCCOM26875P1012,85630,894SH SOLE 30,7881050
EQUINIX INCCOM29444U7001,2401,481SH SOLE 1,47560
EXPEDIA GROUP INCCOM NEW30212P3031,2807,783SH SOLE 7,757260
FACEBOOK INCCL A30303M1022,2096,826SH SOLE 6,803230
FIRST TR EXCHANGE-TRADED FDFT CBOE VEST S&P33739Q70514,497264,303SH SOLE 264,30300
FIRST TR EXCHNG TRADED FD VICBOE VEST US EQ33740F75523910,119SH SOLE 10,11900
FIRST TR EXCHNG TRADED FD VITCW OPPORTUNIS33740F80581915,331SH SOLE 15,33100
GOLDMAN SACHS GROUP INCCOM38141G1042,8776,960SH SOLE 6,936240
HOME DEPOT INCCOM4370761023,6809,898SH SOLE 9,832660
HUBSPOT INCCOM4435731003,4024,199SH SOLE 4,185140
ILLUMINA INCCOM4523271091,6614,003SH SOLE 3,989140
INNOVATIVE INDL PPTYS INCCOM45781V1011,7366,597SH SOLE 6,574230
INNOVATOR ETFS TRDOUBLE STKER OCT45782C18559718,289SH SOLE 18,28900
INTERCONTINENTAL EXCHANGE INCOM45866F1041,38910,034SH SOLE 10,000340
INTUITIVE SURGICAL INCCOM NEW46120E6022,1345,909SH SOLE 5,889200
ISHARES GOLD TRISHARES NEW4642852042,10562,054SH SOLE 62,05400
ISHARES TRIBOXX INV CP ETF4642872424403,296SH SOLE 3,29600
ISHARES TRMSCI EAFE ETF4642874652132,649SH SOLE 2,64900
JD.COM INCSPON ADR CL A47215P1061,37017,501SH SOLE 17,442590
JOHNSON & JOHNSONCOM4781601042,80417,215SH SOLE 17,157580
JPMORGAN CHASE & COCOM46625H1001,3007,650SH SOLE 7,623270
LENNAR CORPCL A5260571042,64826,498SH SOLE 26,409890
LOUISIANA PAC CORPCOM5463471052,51142,605SH SOLE 42,4611440
LULULEMON ATHLETICA INCCOM5500211091,8894,054SH SOLE 4,040140
MASIMO CORPCOM5747951001,6425,790SH SOLE 5,770200
MASTERCARD INCORPORATEDCL A57636Q1042,6727,964SH SOLE 7,937270
MCDONALDS CORPCOM5801351012,79811,395SH SOLE 11,356380
MICROSOFT CORPCOM5949181043,86611,659SH SOLE 11,579800
MODERNA INCCOM60770K1071,1383,297SH SOLE 3,285120
NETFLIX INCCOM64110L1063,7335,407SH SOLE 5,389180
NEXTERA ENERGY INCCOM65339F1013,14536,862SH SOLE 36,7381240
NOVAVAX INCCOM NEW6700024019136,134SH SOLE 6,113210
NVIDIA CORPORATIONCOM67066G1044,87319,058SH SOLE 18,9291300
PROCTER AND GAMBLE COCOM7427181092,70218,896SH SOLE 18,833640
PROSHARES TRPSHS ULT S&P 50074347R1072121,550SH SOLE 1,55000
REALTY INCOME CORPCOM7561091043144,393SH SOLE 4,39300
SHERWIN WILLIAMS COCOM8243481061,4344,528SH SOLE 4,509190
SOLAREDGE TECHNOLOGIES INCCOM83417M1041,3443,788SH SOLE 3,775130
SOUTHERN COCOM8425871072744,400SH SOLE 4,40000
SPDR S&P 500 ETF TRTR UNIT78462F1031,3482,935SH SOLE 2,93500
SQUARE INCCL A8522341031,6306,406SH SOLE 6,384220
TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS8740391001,27311,198SH SOLE 11,123750
TARGET CORPCOM87612E1062,1618,322SH SOLE 8,294280
TESLA INCCOM88160R1017,4196,660SH SOLE 6,615450
THERMO FISHER SCIENTIFIC INCCOM8835561023,7125,863SH SOLE 5,843200
UBER TECHNOLOGIES INCCOM90353T1001,60836,703SH SOLE 36,5811220
UNITEDHEALTH GROUP INCCOM91324P1023,4087,401SH SOLE 7,376250
VISA INCCOM CL A92826C8393,23815,290SH SOLE 15,239520
WALMART INCCOM9311421031,3479,012SH SOLE 8,982300
WASTE CONNECTIONS INCCOM94106B1012,95121,695SH SOLE 21,622730
ZOETIS INCCL A98978V1031,6537,644SH SOLE 7,618260
ZOOM VIDEO COMMUNICATIONS INCL A98980L1011,2894,694SH SOLE 4,678160