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
ABBVIE INCCOM00287Y1091,20911,207SH SOLE 11,20700
ABIOMED INCCOM00365410038SH SOLE 800
ADOBE SYSTEMS INCORPORATEDCOM00724F1011,2062,095SH SOLE 2,09500
ALIGN TECHNOLOGY INCCOM01625510134SH SOLE 400
ALLSTATE CORPCOM0200021011,2609,899SH SOLE 9,89900
ALPHABET INCCAP STK CL A02079K3051,476552SH SOLE 55200
AMAZON COM INCCOM0231351061,396425SH SOLE 42500
AMEDISYS INCCOM0234361087555,065SH SOLE 5,06500
AMERICAN AIRLS GROUP INCCOM02376R102143SH SOLE 4300
AMERICAN TOWER CORP NEWCOM03027X1001,1874,474SH SOLE 4,47400
AMGEN INCCOM0311621001,1425,369SH SOLE 5,36900
APPLE INCCOM0378331001,2248,649SH SOLE 8,64900
BOEING COCOM0970231051,1835,380SH SOLE 5,38000
BRISTOL-MYERS SQUIBB COCOM1101221081,14419,327SH SOLE 19,32700
BROADCOM INCCOM11135F1011,3432,770SH SOLE 2,77000
CALLON PETE CO DELCOM13123X508359SH SOLE 5900
CHARLES RIV LABS INTL INCCOM1598641071,3343,232SH SOLE 3,23200
CLEVELAND-CLIFFS INC NEWCOM1858991018400SH SOLE 40000
COCA COLA COCOM1912161001,22123,267SH SOLE 23,26700
COPART INCCOM2172041061,3819,958SH SOLE 9,95800
DIAMONDBACK ENERGY INCCOM25278X1091,56216,501SH SOLE 16,50100
DISNEY WALT COCOM25468710611SH SOLE 100
DOCUSIGN INCCOM25616310629SH SOLE 900
DOLLAR GEN CORP NEWCOM2566771051,3426,325SH SOLE 6,32500
EDWARDS LIFESCIENCES CORPCOM28176E1081,30811,551SH SOLE 11,55100
EPAM SYS INCCOM29414B1041,2162,132SH SOLE 2,13200
ETSY INCCOM29786A1061,2866,186SH SOLE 6,18600
FACEBOOK INCCL A30303M10227SH SOLE 700
FIDELITY NATIONAL FINANCIALFNF GROUP COM31620R3031,24327,423SH SOLE 27,42300
FLOOR & DECOR HLDGS INCCL A3397501011,26410,467SH SOLE 10,46700
FORTINET INCCOM34959E1091,2764,369SH SOLE 4,36900
GENERAC HLDGS INCCOM3687361041,2072,953SH SOLE 2,95300
GOLDMAN SACHS GROUP INCCOM38141G1041,3113,467SH SOLE 3,46700
HEICO CORP NEWCOM4228061091,2639,577SH SOLE 9,57700
HOME DEPOT INCCOM4370761021,3063,978SH SOLE 3,97800
ILLUMINA INCCOM45232710925SH SOLE 500
INTEL CORPCOM4581401001,20822,680SH SOLE 22,68000
INVESCO QQQ TRUNIT SER 146090E1039632,689SH SOLE 2,68900
ISHARES TRCORE S&P SCP ETF4642878046,41658,764SH SOLE 58,76400
ISHARES TRISHS 1-5YR INVS46428864635,699653,342SH SOLE 653,34200
ISHARES INCCORE MSCI EMKT46434G10339628SH SOLE 62800
JPMORGAN CHASE & COCOM46625H100316SH SOLE 1600
KLA CORPCOM NEW4824801001,3524,042SH SOLE 4,04200
KIMBERLY-CLARK CORPCOM4943681031,2409,362SH SOLE 9,36200
LAM RESEARCH CORPCOM5128071081,1642,045SH SOLE 2,04500
LULULEMON ATHLETICA INCCOM5500211091,2933,195SH SOLE 3,19500
M D C HLDGS INCCOM5526761081,04922,444SH SOLE 22,44400
MSCI INCCOM55354G1001,2882,117SH SOLE 2,11700
MARKETAXESS HLDGS INCCOM57060D1081,1642,767SH SOLE 2,76700
MARTIN MARIETTA MATLS INCCOM57328410626SH SOLE 600
MASTERCARD INCORPORATEDCL A57636Q1041,2153,496SH SOLE 3,49600
MERCK & CO INCCOM58933Y1051,24616,594SH SOLE 16,59400
MICROSOFT CORPCOM5949181041,2644,484SH SOLE 4,48400
MONOLITHIC PWR SYS INCCOM60983910537SH SOLE 700
NETFLIX INCCOM64110L10635SH SOLE 500
NVIDIA CORPORATIONCOM67066G1041,2446,005SH SOLE 6,00500
OLD DOMINION FREIGHT LINE INCOM6795801001,3924,867SH SOLE 4,86700
PAYCOM SOFTWARE INCCOM70432V1021,4402,904SH SOLE 2,90400
PAYPAL HLDGS INCCOM70450Y1031,2734,891SH SOLE 4,89100
PEPSICO INCCOM7134481081,2948,600SH SOLE 8,60000
PRIMORIS SVCS CORPCOM74164F1031,02841,991SH SOLE 41,99100
PROCTER AND GAMBLE COCOM7427181091,2899,223SH SOLE 9,22300
REGENERON PHARMACEUTICALSCOM75886F10724SH SOLE 400
RESMED INCCOM7611521071,2974,921SH SOLE 4,92100
ROPER TECHNOLOGIES INCCOM7766961061,2912,894SH SOLE 2,89400
SPDR S&P 500 ETF TRTR UNIT78462F10339,98393,171SH SOLE 93,17100
SPDR DOW JONES INDL AVERAGEUT SER 178467X10917,89852,908SH SOLE 52,90800
SVB FINANCIAL GROUPCOM78486Q1011,4332,215SH SOLE 2,21500
SALESFORCE COM INCCOM79466L3021,5035,541SH SOLE 5,54100
SCHWAB STRATEGIC TRUS DIVIDEND EQ80852479715,303206,129SH SOLE 206,12900
SERVICENOW INCCOM81762P1021,3752,210SH SOLE 2,21000
SHERWIN WILLIAMS COCOM8243481061,2534,480SH SOLE 4,48000
SNOWFLAKE INCCL A833445109310SH SOLE 1000
THE TRADE DESK INCCOM CL A88339J1051,11315,831SH SOLE 15,83100
THERMO FISHER SCIENTIFIC INCCOM8835561021,3932,438SH SOLE 2,43800
3M COCOM88579Y1011,1216,389SH SOLE 6,38900
TRACTOR SUPPLY COCOM8923561061,4156,982SH SOLE 6,98200
TREX CO INCCOM89531P1051,33213,065SH SOLE 13,06500
UBIQUITI INCCOM90353W10328SH SOLE 800
UNITED PARCEL SERVICE INCCL B9113121061,1016,045SH SOLE 6,04500
UNITED RENTALS INCCOM9113631091,3823,937SH SOLE 3,93700
UNITEDHEALTH GROUP INCCOM91324P1021,2193,119SH SOLE 3,11900
VEEVA SYS INCCL A COM9224751081,1263,908SH SOLE 3,90800
VERIZON COMMUNICATIONS INCCOM92343V1041,22922,756SH SOLE 22,75600
VERTEX PHARMACEUTICALS INCCOM92532F1001,1316,234SH SOLE 6,23400
VISA INCCOM CL A92826C8391,2535,627SH SOLE 5,62700
WASTE MGMT INC DELCOM94106L1091,3619,113SH SOLE 9,11300
WILLIAMS COS INCCOM9694571001,29950,061SH SOLE 50,06100
ZOOM VIDEO COMMUNICATIONS INCL A98980L10127SH SOLE 700