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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 749 2,301 SH   SOLE   0 0 2,301
WIX COM LTD SHS M98068105 3,293 18,457 SH   SOLE   0 0 18,457
AT&T INC COM 00206R102 1,261 46,143 SH   SOLE   0 0 46,143
ADOBE SYSTEMS INCORPORATED COM 00724F101 2,850 4,999 SH   SOLE   0 0 4,999
ALPHABET INC CAP STK CL C 02079K107 7,497 2,729 SH   SOLE   0 0 2,729
AMAZON COM INC COM 023135106 8,605 2,638 SH   SOLE   0 0 2,638
APPLE INC COM 037833100 947 6,669 SH   SOLE   0 0 6,669
APPLIED MATLS INC COM 038222105 2,822 22,303 SH   SOLE   0 0 22,303
AUTODESK INC COM 052769106 2,801 10,096 SH   SOLE   0 0 10,096
AUTOZONE INC COM 053332102 5,269 3,167 SH   SOLE   0 0 3,167
CIGNA CORP NEW COM 125523100 499 2,459 SH   SOLE   0 0 2,459
CHEMED CORP NEW COM 16359R103 528 1,231 SH   SOLE   0 0 1,231
CHEVRON CORP NEW COM 166764100 1,863 17,751 SH   SOLE   0 0 17,751
COCA COLA CO COM 191216100 284 5,282 SH   SOLE   0 0 5,282
COSTAR GROUP INC COM 22160N109 1,221 14,137 SH   SOLE   0 0 14,137
DISNEY WALT CO COM 254687106 2,792 15,906 SH   SOLE   0 0 15,906
DOLLAR GEN CORP NEW COM 256677105 4,949 23,899 SH   SOLE   0 0 23,899
DUN & BRADSTREET HLDGS INC COM 26484T106 2,324 122,292 SH   SOLE   0 0 122,292
EBAY INC. COM 278642103 2,901 40,544 SH   SOLE   0 0 40,544
ETSY INC COM 29786A106 5,019 23,950 SH   SOLE   0 0 23,950
EXXON MOBIL CORP COM 30231G102 1,215 20,089 SH   SOLE   0 0 20,089
FACEBOOK INC CL A 30303M102 5,461 16,368 SH   SOLE   0 0 16,368
FASTENAL CO COM 311900104 644 12,386 SH   SOLE   0 0 12,386
FISERV INC COM 337738108 4,293 39,569 SH   SOLE   0 0 39,569
FIVE BELOW INC COM 33829M101 1,165 6,624 SH   SOLE   0 0 6,624
GODADDY INC CL A 380237107 1,529 21,984 SH   SOLE   0 0 21,984
HOME DEPOT INC COM 437076102 1,168 3,533 SH   SOLE   0 0 3,533
INTERNATIONAL BUSINESS MACHS COM 459200101 237 1,665 SH   SOLE   0 0 1,665
KLA CORP COM NEW 482480100 1,149 3,494 SH   SOLE   0 0 3,494
KKR & CO INC COM 48251W104 1,947 31,474 SH   SOLE   0 0 31,474
LKQ CORP COM 501889208 585 11,733 SH   SOLE   0 0 11,733
LAM RESEARCH CORP COM 512807108 2,091 3,789 SH   SOLE   0 0 3,789
LILLY ELI & CO COM 532457108 365 1,600 SH   SOLE   0 0 1,600
LOWES COS INC COM 548661107 6,159 30,186 SH   SOLE   0 0 30,186
MICROSOFT CORP COM 594918104 2,606 8,893 SH   SOLE   0 0 8,893
NETFLIX INC COM 64110L106 6,434 10,067 SH   SOLE   0 0 10,067
NIKE INC CL B 654106103 4,326 29,069 SH   SOLE   0 0 29,069
PAYPAL HLDGS INC COM 70450Y103 623 2,366 SH   SOLE   0 0 2,366
PROGRESSIVE CORP COM 743315103 1,706 18,489 SH   SOLE   0 0 18,489
PROSPECT CAP CORP COM 74348T102 155 19,500 SH   SOLE   0 0 19,500
QUALCOMM INC COM 747525103 5,554 43,373 SH   SOLE   0 0 43,373
SALESFORCE COM INC COM 79466L302 2,913 10,578 SH   SOLE   0 0 10,578
SHERWIN WILLIAMS CO COM 824348106 4,324 14,714 SH   SOLE   0 0 14,714
STARBUCKS CORP COM 855244109 618 5,537 SH   SOLE   0 0 5,537
UNION PAC CORP COM 907818108 3,753 17,665 SH   SOLE   0 0 17,665
VISA INC COM CL A 92826C839 637 2,808 SH   SOLE   0 0 2,808
XYLEM INC COM 98419M100 237 1,938 SH   SOLE   0 0 1,938