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
Expires: July 31, 2015
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 COM 002824100 1,017 7,479 SH SOLE RPG 6,679 0 800
ABBVIE INC COM COM 00287Y109 1,217 6,555 SH SOLE RPG 6,555 0 0
ALPHABET INC CL A COM 02079K305 617 3,500 SH SOLE RPG 900 0 2,600
ALPHABET INC CL C COM 02079K107 876 4,940 SH SOLE RPG 3,900 0 1,040
AMAZON.COM INC COM COM 023135106 464 2,115 SH SOLE RPG 915 0 1,200
AMDOCS LTD ORD COM COM G02602103 299 3,282 SH SOLE RPG 790 74 2,418
AMGEN INC COM COM 031162100 417 1,492 SH SOLE RPG 619 28 845
APPLE INC COM COM 037833100 2,259 11,010 SH SOLE RPG 10,680 0 330
ARISTA NETWORKS INC COM COM 040413205 1,504 14,704 SH SOLE RPG 10,804 0 3,900
BANK OZK COM COM 06417N103 473 10,043 SH SOLE RPG 7,779 150 2,114
BLACKROCK INC COM COM 09290D101 312 297 SH SOLE RPG 121 11 165
BROADCOM INC COM COM 11135F101 4,817 17,475 SH SOLE RPG 10,213 46 7,216
CARETRUST REIT INC COM COM 14174T107 373 12,200 SH SOLE RPG 12,200 0 0
CARRIER GLOBAL CORP COM COM 14448C104 320 4,373 SH SOLE RPG 1,549 144 2,680
CDW CORP COM COM 12514G108 2,096 11,736 SH SOLE RPG 8,559 56 3,121
CIGNA GROUP COM COM 125523100 1,465 4,431 SH SOLE RPG 3,024 25 1,382
CULLEN/FROST BANKERS INC COM COM 229899109 537 4,176 SH SOLE RPG 3,182 67 927
DICK'S SPORTING GOODS INC COM COM 253393102 331 1,673 SH SOLE RPG 848 0 825
DROPBOX INC CL A COM 26210C104 521 18,200 SH SOLE RPG 10,400 0 7,800
EDWARDS LIFESCIENCES CORP COM COM 28176E108 211 2,700 SH SOLE RPG 0 0 2,700
ESSENT GROUP LTD COM COM G3198U102 945 15,560 SH SOLE RPG 11,210 0 4,350
META PLATFORMS INC CL A COM 30303M102 989 1,340 SH SOLE RPG 300 0 1,040
FIVE BELOW INC COM COM 33829M101 502 3,830 SH SOLE RPG 2,400 0 1,430
FORTINET INC COM COM 34959E109 1,549 14,649 SH SOLE RPG 8,624 0 6,025
GOLDMAN SACHS GROUP INC COM COM 38141G104 1,475 2,084 SH SOLE RPG 1,102 25 957
W W GRAINGER INC COM COM 384802104 208 200 SH SOLE RPG 200 0 0
HOME DEPOT INC COM COM 437076102 308 841 SH SOLE RPG 545 26 270
INTERCONTINENTAL EXCHANGE INC COM COM 45866F104 394 2,150 SH SOLE RPG 664 50 1,436
JOHNSON & JOHNSON COM COM 478160104 244 1,600 SH SOLE RPG 1,600 0 0
KROGER CO COM COM 501044101 286 3,986 SH SOLE RPG 1,968 172 1,846
L3HARRIS TECHNOLOGIES INC COM COM 502431109 702 2,800 SH SOLE RPG 2,800 0 0
LAM RESEARCH CORP COM COM 512807306 2,876 29,550 SH SOLE RPG 17,220 120 12,210
MCKESSON CORP COM COM 58155Q103 440 600 SH SOLE RPG 400 0 200
MERCK & CO INC COM COM 58933Y105 606 7,658 SH SOLE RPG 5,602 55 2,001
MICROSOFT CORP COM COM 594918104 2,694 5,416 SH SOLE RPG 3,871 0 1,545
MORGAN STANLEY COM COM 617446448 310 2,200 SH SOLE RPG 2,200 0 0
NETFLIX INC COM COM 64110L106 402 300 SH SOLE RPG 300 0 0
NEXSTAR MEDIA GROUP INC CL A COM 65336K103 1,044 6,035 SH SOLE RPG 4,625 45 1,365
NVIDIA CORP COM COM 67066G104 2,194 13,890 SH SOLE RPG 10,590 0 3,300
O'REILLY AUTOMOTIVE INC COM COM 67103H107 1,720 19,080 SH SOLE RPG 12,435 0 6,645
OWENS CORNING COM COM 690742101 248 1,803 SH SOLE RPG 512 46 1,245
PALO ALTO NETWORKS INC COM COM 697435105 780 3,810 SH SOLE RPG 2,350 0 1,460
PINTEREST INC CL A COM 72352L106 986 27,492 SH SOLE RPG 15,152 0 12,340
T ROWE PRICE GROUP INC COM COM 74144T108 965 10,002 SH SOLE RPG 7,652 44 2,306
QUANTA SERVICES INC COM COM 74762E102 200 529 SH SOLE RPG 29 0 500
SHERWIN-WILLIAMS CO COM COM 824348106 1,344 3,915 SH SOLE RPG 2,815 0 1,100
SS&C TECHNOLOGIES HOLDINGS INC COM COM 78467J100 900 10,873 SH SOLE RPG 7,100 0 3,773
THERMO FISHER SCIENTIFIC INC COM COM 883556102 1,112 2,742 SH SOLE RPG 2,105 0 637
THOR INDUSTRIES INC COM COM 885160101 830 9,341 SH SOLE RPG 7,185 79 2,077
TRACTOR SUPPLY CO COM COM 892356106 1,876 35,550 SH SOLE RPG 24,500 0 11,050
T-MOBILE US INC COM COM 872590104 293 1,228 SH SOLE RPG 478 40 710
ULTA BEAUTY INC COM COM 90384S303 564 1,205 SH SOLE RPG 1,190 0 15
UNITED RENTALS INC COM COM 911363109 3,470 4,606 SH SOLE RPG 3,034 14 1,558
UNITEDHEALTH GROUP INC COM COM 91324P102 365 1,170 SH SOLE RPG 650 0 520
VERTEX PHARMACEUTICALS INC COM COM 92532F100 828 1,859 SH SOLE RPG 911 0 948
VISA INC CL A COM 92826C839 1,281 3,609 SH SOLE RPG 2,250 0 1,359
WATSCO INC COM COM 942622200 303 686 SH SOLE RPG 176 0 510
ZOETIS INC CL A COM 98978V103 361 2,315 SH SOLE RPG 1,200 0 1,115
ZSCALER INC COM COM 98980G102 271 862 SH SOLE RPG 42 0 820