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
ADOBE INC COM 00724F101 6,334 12,665 SH   SOLE   0 0 12,665
ALIGN TECHNOLOGY INC COM 016255101 1,026 1,920 SH   SOLE   0 0 1,920
AMAZON COM INC COM 023135106 11,464 3,520 SH   SOLE   0 0 3,520
CHEGG INC COM 163092109 1,995 22,090 SH   SOLE   0 0 22,090
COSTCO WHSL CORP NEW COM 22160K105 3,789 10,055 SH   SOLE   0 0 10,055
CROWDSTRIKE HLDGS INC CL A 22788C105 7,365 34,770 SH   SOLE   0 0 34,770
DRAFTKINGS INC COM CL A 26142R104 1,904 40,900 SH   SOLE   0 0 40,900
DOCUSIGN INC COM 256163106 1,956 8,800 SH   SOLE   0 0 8,800
DEXCOM INC COM 252131107 1,024 2,770 SH   SOLE   0 0 2,770
EDWARDS LIFESCIENCES CORP COM 28176E108 6,158 67,500 SH   SOLE   0 0 67,500
FACEBOOK INC CL A 30303M102 8,577 31,400 SH   SOLE   0 0 31,400
IDEXX LABORATORIES INC COM 45168D104 1,007 2,015 SH   SOLE   0 0 2,015
LOCKHEED MARTIN CORP COM 539830109 5,822 16,400 SH   SOLE   0 0 16,400
MARKETAXESS HOLDING INC COM 57060D108 1,018 1,785 SH   SOLE   0 0 1,785
MSCI INC COM 55354G100 4,778 10,700 SH   SOLE   0 0 10,700
MICROSOFT CORP COM 594918104 9,194 41,335 SH   SOLE   0 0 41,335
CLOUDFARE INC COM CL A 18915M107 980 12,890 SH   SOLE   0 0 12,890
NVIDIA C COM 67066G104 11,772 22,543 SH   SOLE   0 0 22,543
OKTA INC CL A 679295105 10,901 42,875 SH   SOLE   0 0 42,875
PROGRESSIVE CORP OHIO COM 743315103 6,997 70,760 SH   SOLE   0 0 70,760
PINTEREST INC CL A 72352L106 985 14,950 SH   SOLE   0 0 14,950
PELOTON INTERACTIVE INC CL A COM 70614W100 1,977 13,030 SH   SOLE   0 0 13,030
PAYPAL HLDGS INC COM 70450Y103 6,218 26,550 SH   SOLE   0 0 26,550
RESMED INC COM 761152107 5,512 25,930 SH   SOLE   0 0 25,930
ROKU INC COM CL A 77543R102 6,795 20,465 SH   SOLE   0 0 20,465
SHOPIFY INC CL A 82509L107 9,735 8,600 SH   SOLE   0 0 8,600
SNAP INC CL A 83304A106 8,211 164,000 SH   SOLE   0 0 164,000
SNOWFLAKE INC CL A 833445109 1,863 6,620 SH   SOLE   0 0 6,620
S&P GLOBAL INC COM 78409V104 4,093 12,450 SH   SOLE   0 0 12,450
SQUARE INC CL A 852234103 1,981 9,100 SH   SOLE   0 0 9,100
TELADOC HEALTH INC COM 87918A105 2,799 14,000 SH   SOLE   0 0 14,000
THE TRADE DESK INC COM CL A 88339J105 7,409 9,250 SH   SOLE   0 0 9,250
TWILIO INC CL A 90138FAB8 971 2,870 SH   SOLE   0 0 2,870
UNITED HEALTH GROUP INC COM 91324P102 3,577 10,200 SH   SOLE   0 0 10,200
VEEVA SYS INC COM CL A 922475108 9,699 35,625 SH   SOLE   0 0 35,625
ZSCALER INC COM 98980G102 11,284 56,500 SH   SOLE   0 0 56,500