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
ELBIT SYS LTD ORD M3760D101 5,089 37,742 SH   SOLE   0 0 37,742
ABBOTT LABS COM 002824100 218 1,922 SH   SOLE   0 0 1,922
AMAZON COM INC COM 023135106 499 146 SH   SOLE   0 0 146
APPLE INC COM 037833100 592 2,312 SH   SOLE   0 0 2,312
BECTON DICKINSON & CO COM 075887109 204 840 SH   SOLE   0 0 840
CAMPING WORLD HLDGS INC CL A 13462K109 12,248 169,717 SH   SOLE   0 0 169,717
COSTCO WHSL CORP NEW COM 22160K105 6,780 17,153 SH   SOLE   0 0 17,153
FASTLY INC CL A 31188V100 7,055 109,403 SH   SOLE   0 0 109,403
GUIDEWIRE SOFTWARE INC COM 40171V100 11,150 89,950 SH   SOLE   0 0 89,950
KKR & CO INC COM 48251W104 11,731 148,041 SH   SOLE   0 0 148,041
LIMBACH HLDGS INC COM 53263P105 5,461 189,636 SH   SOLE   0 0 189,636
MOELIS & CO CL A 60786M105 16,204 170,262 SH   SOLE   0 0 170,262
PAYSIGN INC COM 70451A104 1,378 132,141 SH   SOLE   0 0 132,141
REPRO MED SYS INC COM 759910102 801 57,017 SH   SOLE   0 0 57,017
SHOPIFY INC CL A 82509L107 11,505 7,921 SH   SOLE   0 0 7,921
XPEL INC COM 98379L100 14,649 143,314 SH   SOLE   0 0 143,314