The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
Microsoft Corp. | COM | 594918104 | 134,174 | 659,300 | SH | SOLE | 659,300 | 0 | 0 | ||
Domino's Pizza Inc. | COM | 25754A201 | 133,959 | 362,600 | SH | SOLE | 362,600 | 0 | 0 | ||
Accenture plc. | CL A | G1151C101 | 99,501 | 463,400 | SH | SOLE | 463,400 | 0 | 0 | ||
Veeva Systems Inc. | CL A | 922475108 | 93,745 | 399,900 | SH | SOLE | 399,900 | 0 | 0 | ||
Ollie's Bargain Outlet Holdings Inc. | COM | 681116109 | 93,314 | 955,600 | SH | SOLE | 955,600 | 0 | 0 | ||
Netflix Inc. | COM | 64110L106 | 83,818 | 184,200 | SH | SOLE | 184,200 | 0 | 0 | ||
Bilibili Inc. | SPONSORED ADR | 090040106 | 73,204 | 1,580,400 | SH | SOLE | 1,580,400 | 0 | 0 | ||
American Tower Corp. | COM | 03027X100 | 69,780 | 269,900 | SH | SOLE | 269,900 | 0 | 0 | ||
Zoom Video Communications Inc. | CL A | 98980L101 | 63,892 | 252,000 | SH | SOLE | 252,000 | 0 | 0 | ||
New Oriental Education & Technology Group Inc. | SPONSORED ADR | 647581107 | 59,294 | 455,300 | SH | SOLE | 455,300 | 0 | 0 | ||
Salesforce.Com Inc. | COM | 79466L302 | 43,891 | 234,300 | SH | SOLE | 234,300 | 0 | 0 | ||
Qualcomm Inc. | COM | 747525103 | 39,758 | 435,900 | SH | SOLE | 435,900 | 0 | 0 | ||
Visa Inc. | CL A | 92826C839 | 30,733 | 159,100 | SH | SOLE | 159,100 | 0 | 0 | ||
Skechers USA Inc. | CL A | 830566105 | 19,716 | 628,300 | SH | SOLE | 628,300 | 0 | 0 | ||
BJ's Wholesale Club Holdings Inc. | COM | 05550J101 | 15,206 | 408,000 | SH | SOLE | 408,000 | 0 | 0 | ||
Texas Instruments Inc. | COM | 882508104 | 13,637 | 107,400 | SH | SOLE | 107,400 | 0 | 0 | ||
Cadence Design Systems Inc. | COM | 127387108 | 12,657 | 131,900 | SH | SOLE | 131,900 | 0 | 0 | ||
Xilinx, Inc. | COM | 983919101 | 12,397 | 126,000 | SH | SOLE | 126,000 | 0 | 0 | ||
SiteOne Landscape Supply Inc. | COM | 82982L103 | 12,182 | 106,892 | SH | SOLE | 106,892 | 0 | 0 | ||
Amazon.com Inc. | COM | 023135106 | 11,587 | 4,200 | SH | SOLE | 4,200 | 0 | 0 | ||
NVIDIA Corp. | COM | 67066G104 | 11,549 | 30,400 | SH | SOLE | 30,400 | 0 | 0 | ||
DocuSign Inc. | COM | 256163106 | 11,366 | 66,000 | SH | SOLE | 66,000 | 0 | 0 | ||
MSCI Inc. | COM | 55354G100 | 10,949 | 32,800 | SH | SOLE | 32,800 | 0 | 0 | ||
Spotify Technology S.A. | COM | L8681T102 | 10,844 | 42,000 | SH | SOLE | 42,000 | 0 | 0 | ||
Costco Wholesale Corp. | COM | 22160K105 | 10,006 | 33,000 | SH | SOLE | 33,000 | 0 | 0 | ||
Alphabet Inc. | CL C | 02079K107 | 9,895 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | ||
Waste Management, Inc. | COM | 94106L109 | 9,648 | 91,100 | SH | SOLE | 91,100 | 0 | 0 | ||
Motorola Solutions Inc. | COM | 620076307 | 9,417 | 67,200 | SH | SOLE | 67,200 | 0 | 0 | ||
Edwards Lifesciences Corp. | COM | 28176E108 | 9,341 | 135,165 | SH | SOLE | 135,165 | 0 | 0 | ||
Intuitive Surgical Inc. | COM | 46120E602 | 9,231 | 16,200 | SH | SOLE | 16,200 | 0 | 0 | ||
Brookfield Asset Management Inc. | CL A | 112585104 | 9,113 | 277,000 | SH | SOLE | 277,000 | 0 | 0 | ||
PayPal Holdings Inc. | COM | 70450Y103 | 8,712 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
Snap-On, Inc. | COM | 833034101 | 8,685 | 62,700 | SH | SOLE | 62,700 | 0 | 0 | ||
Akamai Technologies Inc. | COM | 00971T101 | 8,610 | 80,400 | SH | SOLE | 80,400 | 0 | 0 | ||
Tyson Foods Inc. | CL A | 902494103 | 7,834 | 131,200 | SH | SOLE | 131,200 | 0 | 0 | ||
RingCentral Inc. | CL A | 76680R206 | 7,752 | 27,200 | SH | SOLE | 27,200 | 0 | 0 | ||
S&P Global Inc. | COM | 78409V104 | 7,677 | 23,300 | SH | SOLE | 23,300 | 0 | 0 | ||
Dow Inc. | COM | 260557103 | 7,651 | 187,700 | SH | SOLE | 187,700 | 0 | 0 | ||
TJX Companies, Inc. | COM | 872540109 | 7,493 | 148,200 | SH | SOLE | 148,200 | 0 | 0 | ||
Ross Stores Inc. | COM | 778296103 | 7,373 | 86,500 | SH | SOLE | 86,500 | 0 | 0 | ||
Generac Holdings Inc. | COM | 368736104 | 7,243 | 59,400 | SH | SOLE | 59,400 | 0 | 0 | ||
NICE Ltd. | SPONSORED ADR | 653656108 | 7,134 | 37,700 | SH | SOLE | 37,700 | 0 | 0 | ||
Chegg Inc. | COM | 163092109 | 7,123 | 105,900 | SH | SOLE | 105,900 | 0 | 0 | ||
Lamb Weston Holdings Inc. | COM | 513272104 | 7,000 | 109,500 | SH | SOLE | 109,500 | 0 | 0 | ||
Square Inc. | CL A | 852234103 | 6,790 | 64,700 | SH | SOLE | 64,700 | 0 | 0 | ||
Emerson Electric Co. | COM | 291011104 | 6,687 | 107,800 | SH | SOLE | 107,800 | 0 | 0 | ||
Palo Alto Networks, Inc. | COM | 697435105 | 6,637 | 28,900 | SH | SOLE | 28,900 | 0 | 0 | ||
Capital One Financial Corp. | COM | 14040H105 | 6,309 | 100,800 | SH | SOLE | 100,800 | 0 | 0 | ||
MercadoLibre Inc. | COM | 58733R102 | 5,915 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
First Republic Bank | COM | 33616C100 | 5,300 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
Take-Two Interactive Software, Inc. | COM | 874054109 | 4,983 | 35,700 | SH | SOLE | 35,700 | 0 | 0 | ||
National Vision Holdings Inc. | COM | 63845R107 | 4,926 | 161,400 | SH | SOLE | 161,400 | 0 | 0 | ||
Zscaler Inc. | COM | 98980G102 | 4,851 | 44,300 | SH | SOLE | 44,300 | 0 | 0 | ||
Equinix Inc. | COM | 29444U700 | 4,776 | 6,800 | SH | SOLE | 6,800 | 0 | 0 | ||
Crown Castle International Corp. | COM | 22822V101 | 4,351 | 26,000 | SH | SOLE | 26,000 | 0 | 0 | ||
Arco Platform Ltd. | CL A | G04553106 | 4,335 | 99,700 | SH | SOLE | 99,700 | 0 | 0 | ||
Goldman Sachs Group, Inc. | COM | 38141G104 | 4,308 | 21,800 | SH | SOLE | 21,800 | 0 | 0 | ||
Wheaton Precious Metals Corp. | COM | 962879102 | 3,859 | 87,600 | SH | SOLE | 87,600 | 0 | 0 | ||
Kellogg Co. | COM | 487836108 | 3,851 | 58,300 | SH | SOLE | 58,300 | 0 | 0 | ||
Discover Financial Services | COM | 254709108 | 3,792 | 75,700 | SH | SOLE | 75,700 | 0 | 0 | ||
Intuit Inc. | COM | 461202103 | 3,554 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
Cooper Companies, Inc. | COM | 216648402 | 3,517 | 12,400 | SH | SOLE | 12,400 | 0 | 0 | ||
Agilent Technologies, Inc. | COM | 00846U101 | 3,340 | 37,800 | SH | SOLE | 37,800 | 0 | 0 | ||
World Wrestling Entertainment Inc. | CL A | 98156Q108 | 3,272 | 75,300 | SH | SOLE | 75,300 | 0 | 0 | ||
Allegiant Travel Co. | COM | 01748X102 | 3,189 | 29,200 | SH | SOLE | 29,200 | 0 | 0 | ||
Ally Financial Inc. | COM | 02005N100 | 2,975 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
Lions Gate Entertainment Corp. | CL A | 535919401 | 2,030 | 273,900 | SH | SOLE | 273,900 | 0 | 0 |