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
Abbott Laboratories COM 002824100 679 5,670 SH   SOLE   5,670 0 0
Abbvie Inc COM 00287y109 6,771 62,569 SH   SOLE   62,569 0 0
Accenture Ltd Bermuda Cl A COM g1151c101 1,602 5,800 SH   SOLE   5,800 0 0
Adobe Inc COM 00724f101 7,865 16,544 SH   SOLE   16,544 0 0
Advanced Micro Devices Inc COM 007903107 4,410 56,178 SH   SOLE   56,178 0 0
AeroVironment Inc COM 008073108 302 2,600 SH   SOLE   2,600 0 0
Albemarle Corp COM 012653101 248 1,700 SH   SOLE   1,700 0 0
Alphabet Inc Cap Stock Cl A COM 02079k305 13,813 6,697 SH   SOLE   6,697 0 0
Amazon.com Inc COM 023135106 31,244 10,098 SH   SOLE   10,098 0 0
American Express Co COM 025816109 727 5,140 SH   SOLE   5,140 0 0
Analog Devices Inc COM 032654105 972 6,270 SH   SOLE   6,270 0 0
Apollo Global Mgmt Inc Com CL COM 03768e105 1,825 38,813 SH   SOLE   38,813 0 0
Apple Inc COM 037833100 9,507 77,832 SH   SOLE   77,832 0 0
Applied Materials Inc COM 038222105 562 4,210 SH   SOLE   4,210 0 0
Automatic Data Processing Inc COM 053015103 1,602 8,500 SH   SOLE   8,500 0 0
AutoZone Inc COM 053332102 4,230 3,012 SH   SOLE   3,012 0 0
Axcelis Technologies Inc COM 054540208 1,044 25,400 SH   SOLE   25,400 0 0
Blackstone Group Inc Cl A COM 09260d107 1,015 13,625 SH   SOLE   13,625 0 0
Boeing Co COM 097023105 5,260 20,651 SH   SOLE   20,651 0 0
Booking Holdings Inc COM 09857l108 4,224 1,813 SH   SOLE   1,813 0 0
Borgwarner Inc COM 099724106 2,753 59,390 SH   SOLE   59,390 0 0
Bristol Myers Squibb Co COM 110122108 1,135 17,975 SH   SOLE   17,975 0 0
Broadcom Inc Com COM 11135f101 2,292 4,943 SH   SOLE   4,943 0 0
Brookfield Infrastructure Corp COM 11275q107 290 3,800 SH   SOLE   3,800 0 0
Bwx Technologies Inc COM 05605h100 528 8,000 SH   SOLE   8,000 0 0
Caterpillar Inc COM 149123101 2,226 9,600 SH   SOLE   9,600 0 0
Cerence Inc COM 156727109 554 6,188 SH   SOLE   6,188 0 0
Chegg Inc COM 163092109 1,286 15,013 SH   SOLE   15,013 0 0
Chevron Corp COM 166764100 1,927 18,392 SH   SOLE   18,392 0 0
Cintas Corp COM 172908105 1,959 5,741 SH   SOLE   5,741 0 0
Cmc Materials Inc Com COM 12571t100 477 2,700 SH   SOLE   2,700 0 0
Coca-Cola Co COM 191216100 791 15,000 SH   SOLE   15,000 0 0
Colgate Palmolive Co COM 194162103 788 10,000 SH   SOLE   10,000 0 0
Costco Wholesale Corp COM 22160k105 502 1,425 SH   SOLE   1,425 0 0
Crowdstrike Holdings Inc Cl A COM 22788c105 699 3,829 SH   SOLE   3,829 0 0
CSX Corp COM 126408103 955 9,900 SH   SOLE   9,900 0 0
Cummins Inc COM 231021106 2,948 11,379 SH   SOLE   11,379 0 0
D R Horton Inc COM 23331a109 5,521 61,955 SH   SOLE   61,955 0 0
Deere & Co COM 244199105 262 700 SH   SOLE   700 0 0
Desktop Metal Inc Cl A COM 25058x105 149 10,000 SH   SOLE   10,000 0 0
Diamondback Energy Inc COM 25278x109 766 10,420 SH   SOLE   10,420 0 0
Disney Walt Co Disney COM 254687106 7,797 42,257 SH   SOLE   42,257 0 0
Docusign Inc COM 256163106 626 3,090 SH   SOLE   3,090 0 0
Dow Inc COM 260557103 3,832 59,929 SH   SOLE   59,929 0 0
Draftkings Inc Cl A COM 26142r104 3,021 49,257 SH   SOLE   49,257 0 0
Duke Energy Corp COM 26441c204 290 3,000 SH   SOLE   3,000 0 0
Dxc Technology Co COM 23355l106 921 29,450 SH   SOLE   29,450 0 0
eLot Inc COM 29014q105 0 67,670 SH   SOLE   67,670 0 0
Evercore Partners Inc Class A COM 29977a105 4,003 30,385 SH   SOLE   30,385 0 0
Exxon Mobil Corp COM 30231g102 756 13,543 SH   SOLE   13,543 0 0
Facebook Inc Cl A COM 30303m102 12,589 42,743 SH   SOLE   42,743 0 0
Ferrari NV COM n3167y103 309 1,475 SH   SOLE   1,475 0 0
Fidelity National Financial In COM 31620r303 1,194 29,375 SH   SOLE   29,375 0 0
Fortinet Inc COM 34959e109 661 3,582 SH   SOLE   3,582 0 0
Freeport-McMoran Inc COM 35671d857 402 12,200 SH   SOLE   12,200 0 0
General Electric Co COM 369604103 264 20,106 SH   SOLE   20,106 0 0
General Motors Co COM 37045v100 1,871 32,570 SH   SOLE   32,570 0 0
Goldman Sachs Group Inc COM 38141g104 363 1,110 SH   SOLE   1,110 0 0
Grayscale Bitcoin Tr Btc Accd COM 389637109 3,171 63,364 SH   SOLE   63,364 0 0
Green Thumb Industries Inc COM 39342l108 711 24,085 SH   SOLE   24,085 0 0
Health Catalyst Inc COM 42225t107 958 20,490 SH   SOLE   20,490 0 0
Home Depot Inc COM 437076102 7,999 26,206 SH   SOLE   26,206 0 0
Honeywell Intl Inc COM 438516106 2,992 13,783 SH   SOLE   13,783 0 0
Horizon Therapeutics Pub Ltd COM g46188101 1,601 17,400 SH   SOLE   17,400 0 0
Idexx Laboratories Inc COM 45168d104 210 430 SH   SOLE   430 0 0
Ingersoll Rand Inc COM 45687v106 299 6,079 SH   SOLE   6,079 0 0
Intercontinental Exchange Inc COM 45866f104 2,238 20,038 SH   SOLE   20,038 0 0
Intuitive Surgical Inc COM 46120e602 4,047 5,477 SH   SOLE   5,477 0 0
Jacobs Engineering Group Inc COM 469814107 623 4,820 SH   SOLE   4,820 0 0
Johnson & Johnson COM 478160104 6,565 39,943 SH   SOLE   39,943 0 0
JPMorgan Chase & Co COM 46625h100 215 1,411 SH   SOLE   1,411 0 0
Kinder Morgan Inc COM 49456b101 166 10,000 SH   SOLE   10,000 0 0
KLA-Tencor Corp COM 482480100 5,910 17,887 SH   SOLE   17,887 0 0
L3harris Technologies Inc COM 502431109 1,392 6,866 SH   SOLE   6,866 0 0
Lam Research Corp COM 512807108 3,402 5,715 SH   SOLE   5,715 0 0
Lauder Estee Cos Inc Cl A COM 518439104 3,894 13,390 SH   SOLE   13,390 0 0
Lazard Ltd A COM g54050102 305 7,000 SH   SOLE   7,000 0 0
Lgi Homes Inc COM 50187t106 550 3,683 SH   SOLE   3,683 0 0
Linde PLC COM g5494j103 2,656 9,481 SH   SOLE   9,481 0 0
Lockheed Martin Corp COM 539830109 1,569 4,246 SH   SOLE   4,246 0 0
Lululemon Athletica Inc COM 550021109 1,686 5,497 SH   SOLE   5,497 0 0
Lyft Inc Cl A COM 55087p104 234 3,700 SH   SOLE   3,700 0 0
Marvell Technology Group Ltd COM g5876h105 1,495 30,520 SH   SOLE   30,520 0 0
MasterCard Inc Cl A COM 57636q104 5,041 14,157 SH   SOLE   14,157 0 0
Medtronic PLC COM g5960l103 449 3,800 SH   SOLE   3,800 0 0
Merck & Co Inc COM 58933y105 2,043 26,500 SH   SOLE   26,500 0 0
Micron Technology Inc COM 595112103 13,281 150,560 SH   SOLE   150,560 0 0
Microsoft Corp COM 594918104 14,662 62,188 SH   SOLE   62,188 0 0
Moderna Inc COM 60770k107 393 3,000 SH   SOLE   3,000 0 0
Mongodb Inc Cl A COM 60937p106 3,938 14,725 SH   SOLE   14,725 0 0
Morgan Stanley COM 617446448 3,098 39,895 SH   SOLE   39,895 0 0
Mosaic Co COM 61945c103 2,428 76,820 SH   SOLE   76,820 0 0
Mp Materials Corp Cl A COM 553368101 529 14,715 SH   SOLE   14,715 0 0
NASDAQ Inc COM 631103108 1,551 10,515 SH   SOLE   10,515 0 0
Netflix Inc COM 64110l106 3,138 6,015 SH   SOLE   6,015 0 0
Nextera Energy Inc COM 65339f101 1,437 19,000 SH   SOLE   19,000 0 0
Nike Inc Cl B COM 654106103 3,839 28,892 SH   SOLE   28,892 0 0
Nova Measuring Instruments Ltd COM m7516k103 999 10,980 SH   SOLE   10,980 0 0
NVIDIA Corp COM 67066g104 4,305 8,062 SH   SOLE   8,062 0 0
NXP Semiconductors NV COM n6596x109 12,073 59,963 SH   SOLE   59,963 0 0
ON Semiconductor Corp COM 682189105 241 5,800 SH   SOLE   5,800 0 0
Onto Innovation Inc COM 683344105 981 14,925 SH   SOLE   14,925 0 0
Palantir Technologies Inc Cl A COM 69608a108 783 33,625 SH   SOLE   33,625 0 0
Paypal Holdings Inc COM 70450y103 19,128 78,769 SH   SOLE   78,769 0 0
Pinterest Inc Cl A COM 72352l106 935 12,635 SH   SOLE   12,635 0 0
Polaris Industries Inc COM 731068102 550 4,118 SH   SOLE   4,118 0 0
Procter & Gamble Co COM 742718109 1,022 7,550 SH   SOLE   7,550 0 0
Regeneron Pharmaceuticals COM 75886f107 339 716 SH   SOLE   716 0 0
Rocket Cos Inc Cl A COM 77311w101 341 14,780 SH   SOLE   14,780 0 0
Roku Inc Cl A COM 77543r102 1,332 4,090 SH   SOLE   4,090 0 0
Schwab Charles Corp COM 808513105 652 10,000 SH   SOLE   10,000 0 0
Selectquote Inc COM 816307300 894 30,300 SH   SOLE   30,300 0 0
ServiceNow Inc COM 81762p102 575 1,150 SH   SOLE   1,150 0 0
Sherwin Williams Co COM 824348106 1,906 2,583 SH   SOLE   2,583 0 0
Shopify Inc Cl A COM 82509l107 359 324 SH   SOLE   324 0 0
Skyworks Solutions Inc COM 83088m102 783 4,270 SH   SOLE   4,270 0 0
Square Inc Cl A COM 852234103 2,427 10,690 SH   SOLE   10,690 0 0
Store Cap Corp COM 862121100 1,413 42,190 SH   SOLE   42,190 0 0
Tesla Motors Inc COM 88160r101 1,689 2,528 SH   SOLE   2,528 0 0
Thermo Fisher Scientific Inc COM 883556102 8,362 18,322 SH   SOLE   18,322 0 0
Trane Technologies PLC COM g8994e103 669 4,040 SH   SOLE   4,040 0 0
Triton Intl Ltd Cl A COM g9078f107 1,966 35,745 SH   SOLE   35,745 0 0
Twilio Inc Cl A COM 90138f102 1,393 4,087 SH   SOLE   4,087 0 0
Uber Technologies Inc COM 90353t100 1,248 22,895 SH   SOLE   22,895 0 0
Union Pacific Corp COM 907818108 457 2,075 SH   SOLE   2,075 0 0
United Rentals Inc COM 911363109 3,687 11,195 SH   SOLE   11,195 0 0
UnitedHealth Group Inc COM 91324p102 8,799 23,648 SH   SOLE   23,648 0 0
Valero Energy Corp COM 91913y100 274 3,825 SH   SOLE   3,825 0 0
Veeva Systems Inc Cl A COM 922475108 1,557 5,960 SH   SOLE   5,960 0 0
Verizon Communications Inc COM 92343v104 534 9,180 SH   SOLE   9,180 0 0
Walgreens Boots Alliance Inc COM 931427108 255 4,650 SH   SOLE   4,650 0 0
XPO Logistics Inc COM 983793100 5,458 44,262 SH   SOLE   44,262 0 0
Bunge Limited Conv Pfd Perp CONV PREF g16962204 403 3,500 SH   SOLE   3,500 0 0
Adyen NV Unsponsred ADS COM 00783v104 1,765 39,455 SH   SOLE   39,455 0 0
Alibaba Group Holding Ltd Sp A COM 01609w102 1,285 5,667 SH   SOLE   5,667 0 0
Ase Technology Holding Co Ltd COM 00215w100 77 10,000 SH   SOLE   10,000 0 0
ASML Holding NV NY Registry COM n07059210 930 1,507 SH   SOLE   1,507 0 0
Ericsson ADR B COM 294821608 1,749 132,600 SH   SOLE   132,600 0 0
Jumia Technologies AG Sp ADS COM 48138m105 635 17,900 SH   SOLE   17,900 0 0
LVMH Moet Hennessy Louis Vuitt COM 502441306 3,253 24,360 SH   SOLE   24,360 0 0
Sea Ltd ADR COM 81141r100 6,875 30,796 SH   SOLE   30,796 0 0
Taiwan Semiconductor Mfg Ltd S COM 874039100 3,259 27,550 SH   SOLE   27,550 0 0
Tencent Holdings Ltd ADR COM 88032q109 1,385 17,655 SH   SOLE   17,655 0 0
Direxion Daily Emg MK Bl 3X COM 25490k281 223 2,269 SH   SOLE   2,269 0 0
SPDR S&P 500 ETF TR COM 78462f103 524 1,322 SH   SOLE   1,322 0 0
Sound Shore Fund Inc MUTUAL FUND 836083105 377 7,998 SH   SOLE   7,998 0 0
Brookfield Infrast Partners LP MLP g16252101 403 7,575 SH   SOLE   7,575 0 0
Enviva Partners LP MLP 29414j107 880 18,200 SH   SOLE   18,200 0 0
Innovative Industrial Properti REIT 45781v101 395 2,195 SH   SOLE   2,195 0 0
Simon Property Group Inc REIT 828806109 262 2,300 SH   SOLE   2,300 0 0
W P Carey Inc COM 92936u109 333 4,700 SH   SOLE   4,700 0 0