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
ADOBE INC COM 00724F101 7,078 16,260 SH   SOLE   0 0 16,260
AUTODESK INC COM 052769106 9,321 38,970 SH   SOLE   0 0 38,970
AMAZON COM INC COM 023135106 10,111 3,665 SH   SOLE   0 0 3,665
EMERSON ELEC CO COM 291011104 1,272 20,500 SH   SOLE   0 0 20,500
JOHNSON & JOHNSON COM 478160104 1,695 12,054 SH   SOLE   0 0 12,054
MEDTRONIC PLC SHS G5960L103 1,171 12,773 SH   SOLE   0 0 12,773
MICROSOFT CORP COM 594918104 11,540 56,706 SH   SOLE   0 0 56,706
AT&T INC COM 00206R102 302 10,000 SH   SOLE   0 0 10,000
PEPSICO INC COM 713448108 4,644 35,110 SH   SOLE   0 0 35,110
STRYKER CORPORATION COM 863667101 4,081 22,648 SH   SOLE   0 0 22,648
COSTCO WHSL CORP NEW COM 22160K105 2,075 6,845 SH   SOLE   0 0 6,845
MERCK & CO. INC COM 58933Y105 309 4,000 SH   SOLE   0 0 4,000
FISERV INC COM 337738108 4,994 51,155 SH   SOLE   0 0 51,155
RAYTHEON TECHNOLOGIES CORP COM 75513E101 5,710 92,668 SH   SOLE   0 0 92,668
CONSTELLATION BRANDS INC CL A 21036P108 6,422 36,710 SH   SOLE   0 0 36,710
APPLE INC COM 037833100 9,186 25,180 SH   SOLE   0 0 25,180
TYLER TECHNOLOGIES INC COM 902252105 5,602 16,149 SH   SOLE   0 0 16,149
NVIDIA CORPORATION COM 67066G104 9,402 24,748 SH   SOLE   0 0 24,748
FLIR SYS INC COM 302445101 2,989 73,670 SH   SOLE   0 0 73,670
MICROCHIP TECHNOLOGY INC. COM 595017104 4,787 45,455 SH   SOLE   0 0 45,455
ALPHABET INC CAP STK CL A 02079K305 7,513 5,298 SH   SOLE   0 0 5,298
COPART INC COM 217204106 3,017 36,230 SH   SOLE   0 0 36,230
ANSYS INC COM 03662Q105 3,096 10,612 SH   SOLE   0 0 10,612
SALESFORCE COM INC COM 79466L302 2,348 12,535 SH   SOLE   0 0 12,535
ENBRIDGE INC COM 29250N105 1,768 58,125 SH   SOLE   0 0 58,125
MASTERCARD INCORPORATED CL A 57636Q104 10,271 34,736 SH   SOLE   0 0 34,736
NATIONAL PRESTO INDS INC COM 637215104 500 5,725 SH   SOLE   0 0 5,725
WEX INC COM 96208T104 7,439 45,080 SH   SOLE   0 0 45,080
BIOSPECIFICS TECHNOLOGIES CO COM 090931106 1,232 20,101 SH   SOLE   0 0 20,101
EXACT SCIENCES CORP COM 30063P105 2,979 34,270 SH   SOLE   0 0 34,270
DISCOVER FINL SVCS COM 254709108 5,887 117,525 SH   SOLE   0 0 117,525
MERCADOLIBRE INC COM 58733R102 2,947 2,990 SH   SOLE   0 0 2,990
VISA INC COM CL A 92826C839 11,425 59,147 SH   SOLE   0 0 59,147
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 915 14,000 SH   SOLE   0 0 14,000
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 684 13,000 SH   SOLE   0 0 13,000
SPDR SER TR PORTFOLIO SH TSR 78468R101 2,977 96,900 SH   SOLE   0 0 96,900
FLEETCOR TECHNOLOGIES INC COM 339041105 6,110 24,290 SH   SOLE   0 0 24,290
ALPHABET INC CAP STK CL C 02079K107 1,156 818 SH   SOLE   0 0 818
ARDELYX INC COM 039697107 1,114 161,000 SH   SOLE   0 0 161,000
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 7,759 35,970 SH   SOLE   0 0 35,970
PAYPAL HLDGS INC COM 70450Y103 8,772 50,345 SH   SOLE   0 0 50,345
COUPA SOFTWARE INC COM 22266L106 4,879 17,610 SH   SOLE   0 0 17,610
GUARDANT HEALTH INC COM 40131M109 771 9,500 SH   SOLE   0 0 9,500