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
ALIGN TECHNOLOGY INC COM 016255101 919 1,398 SH   SOLE   0 0 1,398
ASBURY AUTOMOTIVE GROUP INC COM 043436104 4,411 25,539 SH   SOLE   0 0 25,539
ASPEN TECHNOLOGY INC COM 045327103 2,401 15,778 SH   SOLE   0 0 15,778
AXON ENTERPRISE INC COM 05464C101 1,516 9,659 SH   SOLE   0 0 9,659
BALL CORP COM 058498106 559 5,811 SH   SOLE   0 0 5,811
BOOKING HOLDINGS INC COM 09857L108 1,643 685 SH   SOLE   0 0 685
BROWN FORMAN CORP CL B 115637209 2,091 28,693 SH   SOLE   0 0 28,693
BURLINGTON STORES INC COM 122017106 1,642 5,634 SH   SOLE   0 0 5,634
CHEMED CORP NEW COM 16359R103 646 1,222 SH   SOLE   0 0 1,222
CME GROUP INC COM 12572Q105 2,755 12,058 SH   SOLE   0 0 12,058
COGNEX CORP COM 192422103 1,099 14,131 SH   SOLE   0 0 14,131
COLLIERS INTL GROUP INC SUB VTG SHS 194693107 5,219 35,111 SH   SOLE   0 0 35,111
COMCAST CORP NEW CL A 20030N101 432 8,581 SH   SOLE   0 0 8,581
COUPA SOFTWARE INC COM 22266L106 860 5,443 SH   SOLE   0 0 5,443
CREDIT ACCEP CORP MICH COM 225310101 4,269 6,208 SH   SOLE   0 0 6,208
CSW INDUSTRIALS INC COM 126402106 3,558 29,442 SH   SOLE   0 0 29,442
DESCARTES SYS GROUP INC COM 249906108 233 2,813 SH   SOLE   0 0 2,813
DISNEY WALT CO COM 254687106 347 2,243 SH   SOLE   0 0 2,243
DOLLAR GEN CORP NEW COM 256677105 1,347 5,711 SH   SOLE   0 0 5,711
DOMINOS PIZZA INC COM 25754A201 8,251 14,620 SH   SOLE   0 0 14,620
EQUINIX INC COM 29444U700 619 732 SH   SOLE   0 0 732
EXPONENT INC COM 30214U102 1,040 8,911 SH   SOLE   0 0 8,911
HCA HEALTHCARE INC COM 40412C101 670 2,609 SH   SOLE   0 0 2,609
HEXCEL CORP NEW COM 428291108 5,249 101,323 SH   SOLE   0 0 101,323
HILTON WORLDWIDE HLDGS INC COM 43300A203 522 3,344 SH   SOLE   0 0 3,344
HUNT J B TRANS SVCS INC COM 445658107 1,293 6,324 SH   SOLE   0 0 6,324
ILLUMINA INC COM 452327109 767 2,017 SH   SOLE   0 0 2,017
LITHIA MTRS INC COM 536797103 1,780 5,995 SH   SOLE   0 0 5,995
MARRIOTT INTL INC NEW CL A 571903202 6,855 41,488 SH   SOLE   0 0 41,488
MERCADOLIBRE INC COM 58733R102 320 237 SH   SOLE   0 0 237
NETFLIX INC COM 64110L106 2,004 3,326 SH   SOLE   0 0 3,326
NORTHROP GRUMMAN CORP COM 666807102 3,594 9,284 SH   SOLE   0 0 9,284
NOVO-NORDISK A S ADR 670100205 5,667 50,600 SH   SOLE   0 0 50,600
PROGRESSIVE CORP COM 743315103 3,507 34,165 SH   SOLE   0 0 34,165
REPLIGEN CORP COM 759916109 4,425 16,710 SH   SOLE   0 0 16,710
RESMED INC COM 761152107 3,359 12,897 SH   SOLE   0 0 12,897
ROKU INC COM CL A 77543R102 2,337 10,241 SH   SOLE   0 0 10,241
ROLLINS INC COM 775711104 1,023 29,897 SH   SOLE   0 0 29,897
SAIA INC COM 78709Y105 2,221 6,589 SH   SOLE   0 0 6,589
SBA COMMUNICATIONS CORP NEW CL A 78410G104 414 1,064 SH   SOLE   0 0 1,064
SEA LTD SPONSORD ADS 81141R100 1,007 4,503 SH   SOLE   0 0 4,503
SMITH A O CORP COM 831865209 4,945 57,606 SH   SOLE   0 0 57,606
STONECO LTD COM CL A G85158106 1,663 98,655 SH   SOLE   0 0 98,655
SUN CMNTYS INC COM 866674104 2,115 10,074 SH   SOLE   0 0 10,074
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 260 2,160 SH   SOLE   0 0 2,160
TARGET CORP COM 87612E106 3,394 14,666 SH   SOLE   0 0 14,666
TEXAS PACIFIC LAND CORPORATI COM 88262P102 5,139 4,115 SH   SOLE   0 0 4,115
TFI INTL INC COM 87241L109 4,256 37,967 SH   SOLE   0 0 37,967
TRACTOR SUPPLY CO COM 892356106 2,824 11,837 SH   SOLE   0 0 11,837
TRINET GROUP INC COM 896288107 1,342 14,090 SH   SOLE   0 0 14,090
UBIQUITI INC COM 90353W103 2,598 8,472 SH   SOLE   0 0 8,472
UNITED RENTALS INC COM 911363109 372 1,119 SH   SOLE   0 0 1,119
WATSCO INC COM 942622200 8,458 27,034 SH   SOLE   0 0 27,034
XPO LOGISTICS INC COM 983793100 1,206 15,569 SH   SOLE   0 0 15,569