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 LABS COM 002824100 15,331 132,247 SH   SOLE   132,247 0 0
ABBVIE INC COM 00287Y109 2,874 25,517 SH   SOLE   25,517 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 19,510 66,184 SH   SOLE   66,184 0 0
ACTIVISION BLIZZARD INC COM 00507V109 6,273 65,728 SH   SOLE   65,728 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 20,033 34,207 SH   SOLE   34,207 0 0
AES CORP COM 00130H105 7,288 279,554 SH   SOLE   279,554 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 5,751 38,906 SH   SOLE   38,906 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 17,451 76,950 SH   SOLE   76,950 0 0
ALPHABET INC CAP STK CL C 02079K107 87,503 34,913 SH   SOLE   34,913 0 0
ALTICE USA INC CL A 02156K103 3,370 98,709 SH   SOLE   98,709 0 0
AMAZON COM INC COM 023135106 79,777 23,190 SH   SOLE   23,190 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 5,363 142,888 SH   SOLE   142,888 0 0
AMERICAN TOWER CORP NEW COM 03027X100 13,719 50,784 SH   SOLE   50,784 0 0
AMERISOURCEBERGEN CORP COM 03073E105 4,189 36,586 SH   SOLE   36,586 0 0
AMGEN INC COM 031162100 7,217 29,608 SH   SOLE   29,608 0 0
AMPHENOL CORP NEW CL A 032095101 13,192 192,831 SH   SOLE   192,831 0 0
ANALOG DEVICES INC COM 032654105 1,958 11,376 SH   SOLE   11,376 0 0
ANAPLAN INC COM 03272L108 5,159 96,789 SH   SOLE   96,789 0 0
ANTHEM INC COM 036752103 1,083 2,837 SH   SOLE   2,837 0 0
AON PLC SHS CL A G0403H108 12,867 53,891 SH   SOLE   53,891 0 0
APELLIS PHARMACEUTICALS INC COM 03753U106 1,466 23,201 SH   SOLE   23,201 0 0
APPLE INC COM 037833100 82,964 605,750 SH   SOLE   605,750 0 0
APPLIED MATLS INC COM 038222105 4,577 32,141 SH   SOLE   32,141 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 5,325 87,866 SH   SOLE   87,866 0 0
ARCONIC CORPORATION COM 03966V107 1,402 39,354 SH   SOLE   39,354 0 0
ARROW ELECTRS INC COM 042735100 730 6,409 SH   SOLE   6,409 0 0
ASPEN TECHNOLOGY INC COM 045327103 2,471 17,963 SH   SOLE   17,963 0 0
ATKORE INC COM 047649108 1,811 25,508 SH   SOLE   25,508 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 4,920 24,770 SH   SOLE   24,770 0 0
BROADCOM INC COM 11135F101 1,327 2,782 SH   SOLE   2,782 0 0
AXALTA COATING SYS LTD COM G0750C108 3,030 99,385 SH   SOLE   99,385 0 0
BAIDU INC SPON ADR REP A 056752108 2,308 11,319 SH   SOLE   11,319 0 0
BK OF AMERICA CORP COM 060505104 21,900 531,156 SH   SOLE   531,156 0 0
BANK OZK COM 06417N103 1,323 31,392 SH   SOLE   31,392 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 784 2,820 SH   SOLE   2,820 0 0
BERRY GLOBAL GROUP INC COM 08579W103 711 10,902 SH   SOLE   10,902 0 0
BEST BUY INC COM 086516101 4,660 40,530 SH   SOLE   40,530 0 0
BLACKROCK INC COM 09247X101 26,792 30,620 SH   SOLE   30,620 0 0
BLOCK H & R INC COM 093671105 2,040 86,868 SH   SOLE   86,868 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 4,066 47,731 SH   SOLE   47,731 0 0
BOSTON BEER INC CL A 100557107 5,395 5,285 SH   SOLE   5,285 0 0
BOSTON SCIENTIFIC CORP COM 101137107 3,970 92,850 SH   SOLE   92,850 0 0
BUMBLE INC COM CL A 12047B105 5,301 92,035 SH   SOLE   92,035 0 0
CAMPBELL SOUP CO COM 134429109 3,646 79,967 SH   SOLE   79,967 0 0
CATERPILLAR INC COM 149123101 6,230 28,625 SH   SOLE   28,625 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 5,020 6,958 SH   SOLE   6,958 0 0
CHEMOURS CO COM 163851108 1,135 32,626 SH   SOLE   32,626 0 0
CHEWY INC CL A 16679L109 4,120 51,689 SH   SOLE   51,689 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 14,119 9,107 SH   SOLE   9,107 0 0
CIGNA CORP NEW COM 125523100 4,441 18,732 SH   SOLE   18,732 0 0
CITRIX SYS INC COM 177376100 1,236 10,542 SH   SOLE   10,542 0 0
CLEAN HARBORS INC COM 184496107 2,999 32,201 SH   SOLE   32,201 0 0
COMCAST CORP NEW CL A 20030N101 1,080 18,938 SH   SOLE   18,938 0 0
CONSTELLATION BRANDS INC CL A 21036P108 4,022 17,194 SH   SOLE   17,194 0 0
COSTCO WHSL CORP NEW COM 22160K105 26,493 66,957 SH   SOLE   66,957 0 0
CUMMINS INC COM 231021106 8,156 33,451 SH   SOLE   33,451 0 0
D R HORTON INC COM 23331A109 9,467 104,760 SH   SOLE   104,760 0 0
DANAHER CORPORATION COM 235851102 20,398 76,009 SH   SOLE   76,009 0 0
DAVITA INC COM 23918K108 3,750 31,136 SH   SOLE   31,136 0 0
DECKERS OUTDOOR CORP COM 243537107 9,803 25,525 SH   SOLE   25,525 0 0
DEERE & CO COM 244199105 1,018 2,886 SH   SOLE   2,886 0 0
DELL TECHNOLOGIES INC CL C 24703L202 5,075 50,915 SH   SOLE   50,915 0 0
DICKS SPORTING GOODS INC COM 253393102 431 4,305 SH   SOLE   4,305 0 0
DISNEY WALT CO COM 254687106 7,900 44,947 SH   SOLE   44,947 0 0
DOLBY LABORATORIES INC COM CL A 25659T107 3,123 31,776 SH   SOLE   31,776 0 0
DOMINION ENERGY INC COM 25746U109 5,257 71,460 SH   SOLE   71,460 0 0
EAGLE MATLS INC COM 26969P108 2,252 15,844 SH   SOLE   15,844 0 0
EATON CORP PLC SHS G29183103 11,582 78,161 SH   SOLE   78,161 0 0
EBAY INC. COM 278642103 6,014 85,651 SH   SOLE   85,651 0 0
ECOLAB INC COM 278865100 3,051 14,814 SH   SOLE   14,814 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 7,980 77,047 SH   SOLE   77,047 0 0
EMCOR GROUP INC COM 29084Q100 1,093 8,869 SH   SOLE   8,869 0 0
EOG RES INC COM 26875P101 3,656 43,817 SH   SOLE   43,817 0 0
EQUINIX INC COM 29444U700 13,236 16,492 SH   SOLE   16,492 0 0
ETSY INC COM 29786A106 6,139 29,822 SH   SOLE   29,822 0 0
EVERI HLDGS INC COM 30034T103 518 20,753 SH   SOLE   20,753 0 0
EVERTEC INC COM 30040P103 1,665 38,139 SH   SOLE   38,139 0 0
EXPEDITORS INTL WASH INC COM 302130109 4,860 38,392 SH   SOLE   38,392 0 0
EXPONENT INC COM 30214U102 348 3,905 SH   SOLE   3,905 0 0
FACEBOOK INC CL A 30303M102 63,108 181,497 SH   SOLE   181,497 0 0
FARFETCH LTD ORD SH CL A 30744W107 5,304 105,315 SH   SOLE   105,315 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 3,385 23,897 SH   SOLE   23,897 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 19,647 104,968 SH   SOLE   104,968 0 0
FLOWERS FOODS INC COM 343498101 2,956 122,159 SH   SOLE   122,159 0 0
FORTINET INC COM 34959E109 527 2,214 SH   SOLE   2,214 0 0
FREEPORT-MCMORAN INC CL B 35671D857 763 20,558 SH   SOLE   20,558 0 0
GARTNER INC COM 366651107 4,856 20,050 SH   SOLE   20,050 0 0
GENERAL MLS INC COM 370334104 5,241 86,018 SH   SOLE   86,018 0 0
GERDAU SA SPON ADR REP PFD 373737105 3,097 524,906 SH   SOLE   524,906 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 939 2,475 SH   SOLE   2,475 0 0
GRACO INC COM 384109104 4,050 53,507 SH   SOLE   53,507 0 0
GREENBRIER COS INC COM 393657101 589 13,516 SH   SOLE   13,516 0 0
HAWAIIAN ELEC INDUSTRIES COM 419870100 1,156 27,330 SH   SOLE   27,330 0 0
HCA HEALTHCARE INC COM 40412C101 13,009 62,924 SH   SOLE   62,924 0 0
HESS CORP COM 42809H107 4,163 47,671 SH   SOLE   47,671 0 0
HOME DEPOT INC COM 437076102 16,348 51,264 SH   SOLE   51,264 0 0
HP INC COM 40434L105 5,771 191,140 SH   SOLE   191,140 0 0
HUBSPOT INC COM 443573100 11,724 20,119 SH   SOLE   20,119 0 0
ICICI BANK LIMITED ADR 45104G104 5,535 323,686 SH   SOLE   323,686 0 0
IDACORP INC COM 451107106 1,278 13,107 SH   SOLE   13,107 0 0
IDEXX LABS INC COM 45168D104 5,804 9,190 SH   SOLE   9,190 0 0
INFOSYS LTD SPONSORED ADR 456788108 5,260 248,238 SH   SOLE   248,238 0 0
INTERPUBLIC GROUP COS INC COM 460690100 4,043 124,447 SH   SOLE   124,447 0 0
INTERNATIONAL PAPER CO COM 460146103 4,270 69,652 SH   SOLE   69,652 0 0
INTUIT COM 461202103 5,896 12,029 SH   SOLE   12,029 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 3,259 21,624 SH   SOLE   21,624 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 2,235 6,307 SH   SOLE   6,307 0 0
IQVIA HLDGS INC COM 46266C105 19,923 82,217 SH   SOLE   82,217 0 0
ISHARES GOLD TR ISHARES NEW 464285204 16,292 483,291 SH   SOLE   483,291 0 0
ISHARES TR MSCI UK ETF NEW 46435G334 9,834 300,741 SH   SOLE   300,741 0 0
ISHARES TR MSCI USA VALUE 46432F388 717 6,822 SH   SOLE   6,822 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 3,268 543,759 SH   SOLE   543,759 0 0
JEFFERIES FINL GROUP INC COM 47233W109 1,142 33,403 SH   SOLE   33,403 0 0
JOHNSON & JOHNSON COM 478160104 1,443 8,760 SH   SOLE   8,760 0 0
JOHNSON CTLS INTL PLC SHS G51502105 2,448 35,663 SH   SOLE   35,663 0 0
JPMORGAN CHASE & CO COM 46625H100 18,812 120,947 SH   SOLE   120,947 0 0
KEURIG DR PEPPER INC COM 49271V100 8,148 231,207 SH   SOLE   231,207 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 14,271 92,424 SH   SOLE   92,424 0 0
KIMCO RLTY CORP COM 49446R109 2,455 117,755 SH   SOLE   117,755 0 0
KLA CORP COM NEW 482480100 586 1,806 SH   SOLE   1,806 0 0
KRAFT HEINZ CO COM 500754106 548 13,426 SH   SOLE   13,426 0 0
KROGER CO COM 501044101 651 16,985 SH   SOLE   16,985 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 3,635 16,819 SH   SOLE   16,819 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 2,504 9,079 SH   SOLE   9,079 0 0
LAM RESEARCH CORP COM 512807108 19,977 30,701 SH   SOLE   30,701 0 0
LAUDER ESTEE COS INC CL A 518439104 10,522 33,080 SH   SOLE   33,080 0 0
LENNAR CORP CL A 526057104 5,353 53,884 SH   SOLE   53,884 0 0
LILLY ELI & CO COM 532457108 16,852 73,423 SH   SOLE   73,423 0 0
LOWES COS INC COM 548661107 6,674 34,407 SH   SOLE   34,407 0 0
LULULEMON ATHLETICA INC COM 550021109 9,528 26,107 SH   SOLE   26,107 0 0
MANHATTAN ASSOCIATES INC COM 562750109 3,753 25,909 SH   SOLE   25,909 0 0
MARTIN MARIETTA MATLS INC COM 573284106 4,937 14,033 SH   SOLE   14,033 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 12,609 216,171 SH   SOLE   216,171 0 0
MASTERCARD INCORPORATED CL A 57636Q104 18,805 51,508 SH   SOLE   51,508 0 0
MCDONALDS CORP COM 580135101 18,303 79,238 SH   SOLE   79,238 0 0
MCKESSON CORP COM 58155Q103 2,940 15,371 SH   SOLE   15,371 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 5,439 3,926 SH   SOLE   3,926 0 0
MICROSOFT CORP COM 594918104 92,273 340,616 SH   SOLE   340,616 0 0
MIDDLEBY CORP COM 596278101 6,001 34,636 SH   SOLE   34,636 0 0
MOODYS CORP COM 615369105 5,892 16,259 SH   SOLE   16,259 0 0
MORGAN STANLEY COM NEW 617446448 14,696 160,274 SH   SOLE   160,274 0 0
NASDAQ INC COM 631103108 2,629 14,953 SH   SOLE   14,953 0 0
NETFLIX INC COM 64110L106 10,885 20,608 SH   SOLE   20,608 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 3,259 22,040 SH   SOLE   22,040 0 0
NEXTERA ENERGY INC COM 65339F101 3,874 52,864 SH   SOLE   52,864 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 3,033 122,963 SH   SOLE   122,963 0 0
NIKE INC CL B 654106103 23,751 153,740 SH   SOLE   153,740 0 0
NORTONLIFELOCK INC COM 668771108 4,456 163,717 SH   SOLE   163,717 0 0
NVIDIA CORPORATION COM 67066G104 3,006 3,757 SH   SOLE   3,757 0 0
NVR INC COM 62944T105 6,714 1,350 SH   SOLE   1,350 0 0
NXP SEMICONDUCTORS N V COM N6596X109 926 4,500 SH   SOLE   4,500 0 0
OCULAR THERAPEUTIX INC COM 67576A100 776 54,741 SH   SOLE   54,741 0 0
O-I GLASS INC COM 67098H104 865 52,964 SH   SOLE   52,964 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 1,623 6,394 SH   SOLE   6,394 0 0
OMNICOM GROUP INC COM 681919106 3,757 46,970 SH   SOLE   46,970 0 0
ONEOK INC NEW COM 682680103 1,173 21,084 SH   SOLE   21,084 0 0
PARKER-HANNIFIN CORP COM 701094104 3,294 10,726 SH   SOLE   10,726 0 0
PAYPAL HLDGS INC COM 70450Y103 15,275 52,406 SH   SOLE   52,406 0 0
PENNYMAC FINL SVCS INC NEW COM 70932M107 2,199 35,621 SH   SOLE   35,621 0 0
PEPSICO INC COM 713448108 13,251 89,428 SH   SOLE   89,428 0 0
PERKINELMER INC COM 714046109 4,639 30,046 SH   SOLE   30,046 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104 3,007 34,061 SH   SOLE   34,061 0 0
PRICE T ROWE GROUP INC COM 74144T108 5,654 28,561 SH   SOLE   28,561 0 0
PROCTER AND GAMBLE CO COM 742718109 13,452 99,699 SH   SOLE   99,699 0 0
PROLOGIS INC. COM 74340W103 13,138 109,912 SH   SOLE   109,912 0 0
PULTE GROUP INC COM 745867101 5,350 98,042 SH   SOLE   98,042 0 0
QORVO INC COM 74736K101 1,280 6,540 SH   SOLE   6,540 0 0
QUEST DIAGNOSTICS INC COM 74834L100 4,557 34,530 SH   SOLE   34,530 0 0
RALPH LAUREN CORP CL A 751212101 1,130 9,588 SH   SOLE   9,588 0 0
REGENERON PHARMACEUTICALS COM 75886F107 6,921 12,391 SH   SOLE   12,391 0 0
REPUBLIC SVCS INC COM 760759100 9,151 83,180 SH   SOLE   83,180 0 0
RYDER SYS INC COM 783549108 422 5,674 SH   SOLE   5,674 0 0
S&P GLOBAL INC COM 78409V104 19,864 48,395 SH   SOLE   48,395 0 0
SALESFORCE COM INC COM 79466L302 12,411 50,807 SH   SOLE   50,807 0 0
SCHLUMBERGER LTD COM STK 806857108 1,948 60,861 SH   SOLE   60,861 0 0
SELECT MED HLDGS CORP COM 81619Q105 797 18,867 SH   SOLE   18,867 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 868 16,110 SH   SOLE   16,110 0 0
SERVICE CORP INTL COM 817565104 784 14,631 SH   SOLE   14,631 0 0
SERVICENOW INC COM 81762P102 10,684 19,441 SH   SOLE   19,441 0 0
SHERWIN WILLIAMS CO COM 824348106 5,800 21,287 SH   SOLE   21,287 0 0
SMUCKER J M CO COM NEW 832696405 4,250 32,798 SH   SOLE   32,798 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,514 3,537 SH   SOLE   3,537 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 1,593 18,730 SH   SOLE   18,730 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 4,894 17,758 SH   SOLE   17,758 0 0
STARBUCKS CORP COM 855244109 17,621 157,599 SH   SOLE   157,599 0 0
STRYKER CORPORATION COM 863667101 2,653 10,213 SH   SOLE   10,213 0 0
SVB FINANCIAL GROUP COM 78486Q101 10,619 19,084 SH   SOLE   19,084 0 0
SYNOPSYS INC COM 871607107 4,677 16,960 SH   SOLE   16,960 0 0
T-MOBILE US INC COM 872590104 1,196 8,260 SH   SOLE   8,260 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 20,445 170,151 SH   SOLE   170,151 0 0
TAPESTRY INC COM 876030107 512 11,769 SH   SOLE   11,769 0 0
TARGET CORP COM 87612E106 20,349 84,177 SH   SOLE   84,177 0 0
TATA MTRS LTD SPONSORED ADR 876568502 3,732 163,830 SH   SOLE   163,830 0 0
TE CONNECTIVITY LTD REG SHS H84989104 10,342 76,492 SH   SOLE   76,492 0 0
TECHNIPFMC PLC COM G87110105 1,297 143,300 SH   SOLE   143,300 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 10,418 24,873 SH   SOLE   24,873 0 0
TERADYNE INC COM 880770102 1,271 9,486 SH   SOLE   9,486 0 0
TESLA INC COM 88160R101 4,436 6,526 SH   SOLE   6,526 0 0
TEXAS INSTRS INC COM 882508104 7,771 40,412 SH   SOLE   40,412 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 14,951 29,638 SH   SOLE   29,638 0 0
TRACTOR SUPPLY CO COM 892356106 16,749 90,020 SH   SOLE   90,020 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 5,369 29,157 SH   SOLE   29,157 0 0
TRANSLATE BIO INC COM 89374L104 1,171 42,532 SH   SOLE   42,532 0 0
TRIMBLE INC COM 896239100 10,491 128,205 SH   SOLE   128,205 0 0
TRINSEO S A SHS L9340P101 1,574 26,311 SH   SOLE   26,311 0 0
UNITEDHEALTH GROUP INC COM 91324P102 40,992 102,368 SH   SOLE   102,368 0 0
VAIL RESORTS INC COM 91879Q109 749 2,366 SH   SOLE   2,366 0 0
VALE S A SPONSORED ADS 91912E105 606 26,581 SH   SOLE   26,581 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 97,521 437,667 SH   SOLE   437,667 0 0
VANGUARD STAR FD VG TL INTL STK F 921909768 335 5,097 SH   SOLE   5,097 0 0
VEEVA SYS INC CL A COM 922475108 3,794 12,200 SH   SOLE   12,200 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 5,561 27,581 SH   SOLE   27,581 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 1,634 59,848 SH   SOLE   59,848 0 0
VISA INC COM CL A 92826C839 26,937 115,202 SH   SOLE   115,202 0 0
VISTEON CORP COM NEW 92839U206 1,572 13,001 SH   SOLE   13,001 0 0
VULCAN MATLS CO COM 929160109 4,893 28,111 SH   SOLE   28,111 0 0
WALKER & DUNLOP INC COM 93148P102 2,033 19,479 SH   SOLE   19,479 0 0
WASTE CONNECTIONS INC COM 94106B101 8,928 74,758 SH   SOLE   74,758 0 0
WASTE MGMT INC DEL COM 94106L109 5,694 40,642 SH   SOLE   40,642 0 0
WENDYS CO COM 95058W100 1,211 51,699 SH   SOLE   51,699 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 4,713 136,924 SH   SOLE   136,924 0 0
WHIRLPOOL CORP COM 963320106 4,368 20,035 SH   SOLE   20,035 0 0
WILLIAMS SONOMA INC COM 969904101 1,825 11,429 SH   SOLE   11,429 0 0
WORKIVA INC COM CL A 98139A105 1,599 14,366 SH   SOLE   14,366 0 0
YELP INC CL A 985817105 985 24,655 SH   SOLE   24,655 0 0
YETI HLDGS INC COM 98585X104 8,312 90,525 SH   SOLE   90,525 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 2,032 3,837 SH   SOLE   3,837 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 3,985 24,781 SH   SOLE   24,781 0 0