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
3M Co COM 88579y101 826 4,684 SH   SOLE   4,684 0 0
Abbott Laboratories COM 002824100 1,593 18,345 SH   SOLE   18,345 0 0
Abbvie Inc COM 00287y109 3,436 38,805 SH   SOLE   38,805 0 0
Adobe Inc COM 00724f101 5,823 17,655 SH   SOLE   17,655 0 0
Advanced Micro Devices Inc COM 007903107 2,699 58,845 SH   SOLE   58,845 0 0
Agnico Eagle Mines Ltd COM 008474108 271 4,400 SH   SOLE   4,400 0 0
Alphabet Inc Cap Stock Cl A COM 02079k305 8,981 6,705 SH   SOLE   6,705 0 0
Amazon.com Inc COM 023135106 18,063 9,775 SH   SOLE   9,775 0 0
American Express Co COM 025816109 4,298 34,527 SH   SOLE   34,527 0 0
Analog Devices Inc COM 032654105 947 7,970 SH   SOLE   7,970 0 0
AON PLC Cl A COM g0408v102 312 1,500 SH   SOLE   1,500 0 0
Apollo Global Mgmt Inc Com CL COM 03768e105 2,607 54,650 SH   SOLE   54,650 0 0
Apple Inc COM 037833100 5,267 17,937 SH   SOLE   17,937 0 0
Applied Materials Inc COM 038222105 206 3,375 SH   SOLE   3,375 0 0
AT&T Inc COM 00206r102 863 22,075 SH   SOLE   22,075 0 0
Automatic Data Processing Inc COM 053015103 1,756 10,300 SH   SOLE   10,300 0 0
AutoZone Inc COM 053332102 3,363 2,823 SH   SOLE   2,823 0 0
Berkshire Hathaway Inc Cl B COM 084670702 220 970 SH   SOLE   970 0 0
Blackstone Group Inc Cl A COM 09260d107 201 3,600 SH   SOLE   3,600 0 0
Boeing Co COM 097023105 6,715 20,612 SH   SOLE   20,612 0 0
Booking Holdings Inc COM 09857l108 1,296 631 SH   SOLE   631 0 0
Bristol Myers Squibb Co COM 110122108 1,606 25,016 SH   SOLE   25,016 0 0
Broadcom Inc Com COM 11135f101 632 2,000 SH   SOLE   2,000 0 0
Caterpillar Inc COM 149123101 959 6,494 SH   SOLE   6,494 0 0
Cheniere Energy Inc COM 16411r208 310 5,075 SH   SOLE   5,075 0 0
Chevron Corp COM 166764100 3,540 29,377 SH   SOLE   29,377 0 0
Churchill Downs Inc COM 171484108 213 1,550 SH   SOLE   1,550 0 0
Cintas Corp COM 172908105 2,581 9,592 SH   SOLE   9,592 0 0
Coca-Cola Co COM 191216100 850 15,365 SH   SOLE   15,365 0 0
Colgate Palmolive Co COM 194162103 690 10,026 SH   SOLE   10,026 0 0
Costco Wholesale Corp COM 22160k105 2,259 7,685 SH   SOLE   7,685 0 0
CSX Corp COM 126408103 730 10,083 SH   SOLE   10,083 0 0
Cummins Inc COM 231021106 4,619 25,808 SH   SOLE   25,808 0 0
D R Horton Inc COM 23331a109 5,186 98,320 SH   SOLE   98,320 0 0
Disney Walt Co Disney COM 254687106 9,563 66,121 SH   SOLE   66,121 0 0
Docusign Inc COM 256163106 642 8,665 SH   SOLE   8,665 0 0
Dow Inc COM 260557103 254 4,640 SH   SOLE   4,640 0 0
Duke Energy Corp COM 26441c204 274 3,000 SH   SOLE   3,000 0 0
DuPont de Nemours Inc COM 26614n102 203 3,156 SH   SOLE   3,156 0 0
eLot Inc COM 29014q105 0 67,670 SH   SOLE   67,670 0 0
Evercore Partners Inc Class A COM 29977a105 2,096 28,030 SH   SOLE   28,030 0 0
Expeditors Intl Wash Inc COM 302130109 2,087 26,755 SH   SOLE   26,755 0 0
Exxon Mobil Corp COM 30231g102 1,796 25,745 SH   SOLE   25,745 0 0
Facebook Inc Cl A COM 30303m102 9,156 44,608 SH   SOLE   44,608 0 0
Ferrari NV COM n3167y103 314 1,895 SH   SOLE   1,895 0 0
Fidelity Natl Information Serv COM 31620m106 682 4,900 SH   SOLE   4,900 0 0
Franco Nevada Corp COM 351858105 803 7,775 SH   SOLE   7,775 0 0
General Electric Co COM 369604103 223 20,000 SH   SOLE   20,000 0 0
Goldman Sachs Group Inc COM 38141g104 540 2,350 SH   SOLE   2,350 0 0
Healthequity Inc COM 42226a107 3,098 41,830 SH   SOLE   41,830 0 0
Home Depot Inc COM 437076102 9,879 45,236 SH   SOLE   45,236 0 0
Honeywell Intl Inc COM 438516106 1,513 8,550 SH   SOLE   8,550 0 0
Ingersoll-Rand PLC COM g47791101 896 6,740 SH   SOLE   6,740 0 0
Intel Corp COM 458140100 2,474 41,337 SH   SOLE   41,337 0 0
Intercontinental Exchange Inc COM 45866f104 2,293 24,780 SH   SOLE   24,780 0 0
Intuitive Surgical Inc COM 46120e602 2,808 4,750 SH   SOLE   4,750 0 0
Jacobs Engineering Group Inc COM 469814107 1,127 12,550 SH   SOLE   12,550 0 0
Johnson & Johnson COM 478160104 4,882 33,470 SH   SOLE   33,470 0 0
JPMorgan Chase & Co COM 46625h100 1,235 8,857 SH   SOLE   8,857 0 0
Keysight Technologies Inc COM 49338l103 2,280 22,216 SH   SOLE   22,216 0 0
Kirkland Lake Gold Ltd COM 49741e100 394 8,950 SH   SOLE   8,950 0 0
KLA-Tencor Corp COM 482480100 3,386 19,002 SH   SOLE   19,002 0 0
L3harris Technologies Inc COM 502431109 2,119 10,707 SH   SOLE   10,707 0 0
Lam Research Corp COM 512807108 304 1,040 SH   SOLE   1,040 0 0
Las Vegas Sands Corp COM 517834107 4,483 64,927 SH   SOLE   64,927 0 0
Lauder Estee Cos Inc Cl A COM 518439104 2,144 10,380 SH   SOLE   10,380 0 0
Lazard Ltd A COM g54050102 1,672 41,850 SH   SOLE   41,850 0 0
Linde PLC COM g5494j103 1,150 5,401 SH   SOLE   5,401 0 0
Lockheed Martin Corp COM 539830109 6,591 16,927 SH   SOLE   16,927 0 0
Lululemon Athletica Inc COM 550021109 891 3,847 SH   SOLE   3,847 0 0
LyondellBasell Industries NV A COM n53745100 435 4,600 SH   SOLE   4,600 0 0
Marathon Petroleum Corp COM 56585a102 337 5,600 SH   SOLE   5,600 0 0
MasterCard Inc Cl A COM 57636q104 3,044 10,194 SH   SOLE   10,194 0 0
Merck & Co Inc COM 58933y105 2,567 28,225 SH   SOLE   28,225 0 0
Micron Technology Inc COM 595112103 8,782 163,286 SH   SOLE   163,286 0 0
Microsoft Corp COM 594918104 10,379 65,813 SH   SOLE   65,813 0 0
Mongodb Inc Cl A COM 60937p106 826 6,275 SH   SOLE   6,275 0 0
NASDAQ Inc COM 631103108 732 6,835 SH   SOLE   6,835 0 0
Nextera Energy Inc COM 65339f101 1,501 6,200 SH   SOLE   6,200 0 0
Nike Inc Cl B COM 654106103 2,786 27,500 SH   SOLE   27,500 0 0
NVIDIA Corp COM 67066g104 753 3,200 SH   SOLE   3,200 0 0
NXP Semiconductors NV COM n6596x109 8,476 66,606 SH   SOLE   66,606 0 0
Palo Alto Networks Inc COM 697435105 971 4,198 SH   SOLE   4,198 0 0
Paypal Holdings Inc COM 70450y103 9,443 87,294 SH   SOLE   87,294 0 0
Primerica Inc COM 74164m108 1,667 12,770 SH   SOLE   12,770 0 0
Procter & Gamble Co COM 742718109 1,187 9,500 SH   SOLE   9,500 0 0
Qualcomm Inc COM 747525103 494 5,600 SH   SOLE   5,600 0 0
Raytheon Co COM 755111507 1,580 7,190 SH   SOLE   7,190 0 0
Roku Inc Cl A COM 77543r102 201 1,500 SH   SOLE   1,500 0 0
Ross Stores Inc COM 778296103 2,097 18,010 SH   SOLE   18,010 0 0
Schlumberger Ltd COM 806857108 1,454 36,170 SH   SOLE   36,170 0 0
ServiceNow Inc COM 81762p102 757 2,680 SH   SOLE   2,680 0 0
Sherwin Williams Co COM 824348106 626 1,073 SH   SOLE   1,073 0 0
Stoneco Ltd Cl A COM g85158106 1,875 47,000 SH   SOLE   47,000 0 0
Store Cap Corp COM 862121100 1,672 44,900 SH   SOLE   44,900 0 0
Teladoc Inc COM 87918a105 301 3,600 SH   SOLE   3,600 0 0
Tempur-Pedic Intl Inc COM 88023u101 1,358 15,600 SH   SOLE   15,600 0 0
Teradyne Inc COM 880770102 2,640 38,710 SH   SOLE   38,710 0 0
Thermo Fisher Scientific Inc COM 883556102 5,325 16,390 SH   SOLE   16,390 0 0
TJX Cos Inc COM 872540109 327 5,350 SH   SOLE   5,350 0 0
Transdigm Group Inc COM 893641100 339 605 SH   SOLE   605 0 0
United Parcel Service Inc Cl B COM 911312106 1,693 14,459 SH   SOLE   14,459 0 0
United Rentals Inc COM 911363109 934 5,600 SH   SOLE   5,600 0 0
United Technologies Corp COM 913017109 2,052 13,700 SH   SOLE   13,700 0 0
UnitedHealth Group Inc COM 91324p102 6,002 20,415 SH   SOLE   20,415 0 0
Veeva Systems Inc Cl A COM 922475108 480 3,410 SH   SOLE   3,410 0 0
Verizon Communications Inc COM 92343v104 4,950 80,621 SH   SOLE   80,621 0 0
Vertex Pharmaceuticals Inc COM 92532f100 287 1,311 SH   SOLE   1,311 0 0
VF Corp COM 918204108 4,361 43,760 SH   SOLE   43,760 0 0
Visa Inc Cl A COM 92826c839 227 1,208 SH   SOLE   1,208 0 0
Vulcan Materials Co COM 929160109 211 1,465 SH   SOLE   1,465 0 0
Wal Mart Stores Inc COM 931142103 433 3,645 SH   SOLE   3,645 0 0
Walgreens Boots Alliance Inc COM 931427108 274 4,650 SH   SOLE   4,650 0 0
Wheaton Precious Metals Corp COM 962879102 582 19,560 SH   SOLE   19,560 0 0
XPO Logistics Inc COM 983793100 2,766 34,709 SH   SOLE   34,709 0 0
Bunge Limited Conv Pfd Perp CONV PREF g16962204 360 3,500 SH   SOLE   3,500 0 0
Alibaba Group Holding Ltd Sp A COM 01609w102 3,445 16,243 SH   SOLE   16,243 0 0
Amarin Corp PLC Sp ADR COM 023111206 2,089 97,450 SH   SOLE   97,450 0 0
ASML Holding NV NY Registry COM n07059210 401 1,355 SH   SOLE   1,355 0 0
Luckin Coffee Inc Sp ADS COM 54951l109 255 6,475 SH   SOLE   6,475 0 0
LVMH Moet Hennessy Louis Vuitt COM 502441306 1,256 13,510 SH   SOLE   13,510 0 0
Taiwan Semiconductor Mfg Ltd S COM 874039100 630 10,850 SH   SOLE   10,850 0 0
SPDR S&P 500 ETF TR COM 78462f103 215 668 SH   SOLE   668 0 0
Brookfield Infrast Partners LP MLP g16252101 479 9,575 SH   SOLE   9,575 0 0
Enviva Partners LP MLP 29414j107 298 8,000 SH   SOLE   8,000 0 0
American Tower REIT REIT 03027x100 615 2,675 SH   SOLE   2,675 0 0
Coresite Realty Corp REIT 21870q105 519 4,627 SH   SOLE   4,627 0 0
W P Carey Inc COM 92936u109 720 9,000 SH   SOLE   9,000 0 0
Weyerhaeuser Co COM 962166104 2,006 66,425 SH   SOLE   66,425 0 0