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
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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
Abbott Laboratories COM 002824100 2,680 19,043 SH   SOLE   0 0 19,043
Abbvie Inc COM 00287Y109 2,762 20,401 SH   SOLE   0 0 20,401
Accenture PLC SHS CLASS A G1151C101 4,734 11,420 SH   SOLE   0 0 11,420
Alphabet Inc. CAP STK CL A 02079K305 6,718 2,319 SH   SOLE   0 0 2,319
Amazon Com Inc COM 023135106 6,349 1,904 SH   SOLE   0 0 1,904
Ambarella Inc SHS G037AX101 5,943 29,292 SH   SOLE   0 0 29,292
American Homes 4rent REIT CL A 02665T306 1,760 40,348 SH   SOLE   0 0 40,348
American Tower Corp REIT COM 03027X100 1,895 6,480 SH   SOLE   0 0 6,480
Apple COM 037833100 2,210 12,443 SH   SOLE   0 0 12,443
Applied Materials COM 038222105 2,340 14,873 SH   SOLE   0 0 14,873
Arista Networks Inc COM 040413106 3,894 27,089 SH   SOLE   0 0 27,089
Asml HLDGS NV NY REGISTRY SHS N07059210 1,352 1,698 SH   SOLE   0 0 1,698
Atlassian Corp PLC CL A G06242104 2,118 5,554 SH   SOLE   0 0 5,554
BlackRock Inc COM 09247X101 3,091 3,376 SH   SOLE   0 0 3,376
Bristol-Myers Squibb COM 110122108 2,570 41,222 SH   SOLE   0 0 41,222
Broadcom Limited COM 11135F101 2,651 3,984 SH   SOLE   0 0 3,984
Cisco Systems COM 17275R102 1,858 29,312 SH   SOLE   0 0 29,312
Cloudflare Inc CL A COM 18915M107 2,106 16,016 SH   SOLE   0 0 16,016
Coca-Cola COM 191216100 1,942 32,804 SH   SOLE   0 0 32,804
Cognizant Tech Solu CL A 192446102 1,983 22,351 SH   SOLE   0 0 22,351
Comcast Corporation COM 20030N101 2,130 42,320 SH   SOLE   0 0 42,320
Constellation Brand CL A 21036P108 1,920 7,652 SH   SOLE   0 0 7,652
Corning Inc COM 219350105 1,748 46,955 SH   SOLE   0 0 46,955
Dominion Energy Inc COM 25746U109 2,043 26,005 SH   SOLE   0 0 26,005
Duke Energy Corp COM NEW 26441C204 2,074 19,773 SH   SOLE   0 0 19,773
Eaton Corp PLC SHS G29183103 2,646 15,309 SH   SOLE   0 0 15,309
Edwards Lifesciences COM 28176E108 1,758 13,573 SH   SOLE   0 0 13,573
Electronic Arts Inc COM 285512109 1,352 10,249 SH   SOLE   0 0 10,249
Etsy Inc COM 29786A106 2,058 9,402 SH   SOLE   0 0 9,402
Facebook Inc CL A 30303M102 4,481 13,322 SH   SOLE   0 0 13,322
Fidelity Natl Finl FNF GROUP COM 31620R303 3,054 58,534 SH   SOLE   0 0 58,534
Genuine Parts Co COM 372460105 2,218 15,820 SH   SOLE   0 0 15,820
Illinois Tool Works COM 452308109 542 2,197 SH   SOLE   0 0 2,197
Interpublic GRP Cos COM 460690100 1,659 44,312 SH   SOLE   0 0 44,312
Intuitive Surgical COM NEW 46120E602 1,659 4,618 SH   SOLE   0 0 4,618
JPMorgan Chase COM 46625H100 3,454 21,814 SH   SOLE   0 0 21,814
Kimberly-Clark Corp COM 494368103 1,743 12,193 SH   SOLE   0 0 12,193
Lamar Advertising REIT CL A 512816109 1,941 16,004 SH   SOLE   0 0 16,004
Lennox Interntnl COM 526107107 1,727 5,325 SH   SOLE   0 0 5,325
Lyondellbasell Inds COM N53745100 1,899 20,595 SH   SOLE   0 0 20,595
Marathon Petroleum Corp COM 56585A102 1,805 28,208 SH   SOLE   0 0 28,208
Marvell Technology Inc ORD 573874104 3,374 38,570 SH   SOLE   0 0 38,570
Match Group Inc New COM 57667L107 2,415 18,263 SH   SOLE   0 0 18,263
Merck & Co Inc COM 58933Y105 2,303 30,044 SH   SOLE   0 0 30,044
MetLife, Inc. COM 59156R108 3,101 49,620 SH   SOLE   0 0 49,620
Microsoft COM 594918104 1,013 3,012 SH   SOLE   0 0 3,012
Mondelez Intl CL A 609207105 1,886 28,438 SH   SOLE   0 0 28,438
Natera Inc 00500 COM 632307104 3,299 35,324 SH   SOLE   0 0 35,324
Netflix Inc COM 64110L106 1,866 3,098 SH   SOLE   0 0 3,098
New Relic Inc COM 64829B100 2,959 26,914 SH   SOLE   0 0 26,914
Nvidia Corp COM 67066G104 1,941 6,599 SH   SOLE   0 0 6,599
Paypal Holdings Inco COM 70450Y103 2,648 14,042 SH   SOLE   0 0 14,042
Phillips 66 COM 718546104 1,735 23,943 SH   SOLE   0 0 23,943
Purecycle Technologies I COM 74623V103 982 102,620 SH   SOLE   0 0 102,620
Service Now Inc COM 81762P102 3,320 5,114 SH   SOLE   0 0 5,114
Shopify Inc COM 82509L107 2,448 1,777 SH   SOLE   0 0 1,777
Snowflake Inc CL A 833445109 3,406 10,055 SH   SOLE   0 0 10,055
Square Inc CL A 852234103 656 4,060 SH   SOLE   0 0 4,060
Stanley Black & Deck COM 854502101 229 1,215 SH   SOLE   0 0 1,215
Stitch Fix Inc COM CL A 860897107 1,829 96,664 SH   SOLE   0 0 96,664
Tapestry Inc COM 876030107 2,325 57,267 SH   SOLE   0 0 57,267
Tesla Inc COM 88160R101 516 488 SH   SOLE   0 0 488
Twilio Inc CL A 90138F102 3,029 11,504 SH   SOLE   0 0 11,504
Uber Technologies Inc COM 90353T100 3,417 81,493 SH   SOLE   0 0 81,493
United Parcel SRVC COM 911312106 2,542 11,858 SH   SOLE   0 0 11,858
UnitedHealth Group COM 91324P102 4,976 9,909 SH   SOLE   0 0 9,909
Vail Resorts Inc COM 91879Q109 1,682 5,129 SH   SOLE   0 0 5,129
Vertex Pharmaceutica COM 92532F100 2,165 9,857 SH   SOLE   0 0 9,857
Visa Inc CL A 92826C839 268 1,234 SH   SOLE   0 0 1,234
Visteon Corp COM NEW 92839U206 1,424 12,814 SH   SOLE   0 0 12,814
Wells Fargo & Co COM 949746101 3,042 63,400 SH   SOLE   0 0 63,400
Westrock Co COM 96145D105 2,174 49,009 SH   SOLE   0 0 49,009
Workday Inc COM 98138H101 2,022 7,400 SH   SOLE   0 0 7,400