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
ACCOLADE INC COM 00437E102 1,109 25,500 SH   SOLE N/A 25,500 0 0
ALLOGENE THERAPEUTICS INC COM 019770106 1,055 41,800 SH   SOLE N/A 41,800 0 0
ALPHABET INC CAP STK CL A 02079K305 2,454 1,400 SH   SOLE N/A 1,400 0 0
AMAZON COM INC COM 023135106 3,257 1,000 SH   SOLE N/A 1,000 0 0
AMERESCO INC CL A 02361E108 4,221 80,792 SH   SOLE N/A 80,792 0 0
APPFOLIO INC COM CL A 03783C100 1,739 9,658 SH   SOLE N/A 9,658 0 0
AQUABOUNTY TECHNOLOGIES INC COM NEW 03842K200 1,668 190,400 SH   SOLE N/A 190,400 0 0
ARCTURUS THERAPEUTICS HLDGS COM 03969T109 6,724 155,000 SH   SOLE N/A 155,000 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 6,766 88,183 SH   SOLE N/A 88,183 0 0
AVALARA INC COM 05338G106 2,807 17,026 SH   SOLE N/A 17,026 0 0
BEAM THERAPEUTICS INC COM 07373V105 2,041 25,000 SH   SOLE N/A 25,000 0 0
BERKELEY LTS INC COM 084310101 814 9,100 SH   SOLE N/A 9,100 0 0
BILL COM HLDGS INC COM 090043100 5,597 41,000 SH   SOLE N/A 41,000 0 0
BLACKROCK INC COM 09247X101 3,925 5,440 SH   SOLE N/A 5,440 0 0
CARGURUS INC COM CL A 141788109 3,061 96,464 SH   SOLE N/A 96,464 0 0
CASTLE BIOSCIENCES INC COM 14843C105 1,679 25,000 SH   SOLE N/A 25,000 0 0
CELLECTIS S A SPON ADS 15117K103 1,902 70,300 SH   SOLE N/A 70,300 0 0
CLEAN HARBORS INC COM 184496107 3,194 41,966 SH   SOLE N/A 41,966 0 0
CLOUDFLARE INC CL A COM 18915M107 5,813 76,500 SH   SOLE N/A 76,500 0 0
COPART INC COM 217204106 2,370 18,622 SH   SOLE N/A 18,622 0 0
CORCEPT THERAPEUTICS INC COM 218352102 4,638 177,300 SH   SOLE N/A 177,300 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 4,342 20,500 SH   SOLE N/A 20,500 0 0
DANAHER CORPORATION COM 235851102 2,221 10,000 SH   SOLE N/A 10,000 0 0
DATADOG INC CL A COM 23804L103 4,331 44,000 SH   SOLE N/A 44,000 0 0
DOUYU INTL HLDGS LTD SPONSORED ADS 25985W105 1,659 150,000 SH   SOLE N/A 150,000 0 0
EAGLE PHARMACEUTICALS INC COM 269796108 1,668 35,815 SH   SOLE N/A 35,815 0 0
EDITAS MEDICINE INC COM 28106W103 9,114 130,000 SH   SOLE N/A 130,000 0 0
ENCORE WIRE CORP COM 292562105 2,162 35,700 SH   SOLE N/A 35,700 0 0
EPAM SYS INC COM 29414B104 2,182 6,090 SH   SOLE N/A 6,090 0 0
EXACT SCIENCES CORP COM 30063P105 9,235 69,702 SH   SOLE N/A 69,702 0 0
EXP WORLD HLDGS INC COM 30212W100 5,384 85,300 SH   SOLE N/A 85,300 0 0
FACEBOOK INC CL A 30303M102 3,278 12,000 SH   SOLE N/A 12,000 0 0
FASTLY INC CL A 31188V100 4,369 50,000 SH   SOLE N/A 50,000 0 0
FATE THERAPEUTICS INC COM 31189P102 2,910 32,000 SH   SOLE N/A 32,000 0 0
FORTINET INC COM 34959E109 2,994 20,156 SH   SOLE N/A 20,156 0 0
FRESHPET INC COM 358039105 3,550 25,000 SH   SOLE N/A 25,000 0 0
GEOPARK LTD USD SHS G38327105 4,683 13,042 SH   SOLE N/A 13,042 0 0
GROWGENERATION CORP COM 39986L109 4,022 100,000 SH   SOLE N/A 100,000 0 0
GUARDANT HEALTH INC COM 40131M109 2,957 22,943 SH   SOLE N/A 22,943 0 0
HEALTHSTREAM INC COM 42222N103 1,021 46,764 SH   SOLE N/A 46,764 0 0
HUYA INC ADS REP SHS A 44852D108 1,993 100,000 SH   SOLE N/A 100,000 0 0
IMPINJ INC COM 453204109 2,107 50,316 SH   SOLE N/A 50,316 0 0
INSPERITY INC COM 45778Q107 3,437 42,216 SH   SOLE N/A 42,216 0 0
INTELLIA THERAPEUTICS INC COM 45826J105 11,968 220,000 SH   SOLE N/A 220,000 0 0
INVITAE CORP COM 46185L103 11,498 275,000 SH   SOLE N/A 275,000 0 0
IONIS PHARMACEUTICALS INC COM 462222100 3,602 63,707 SH   SOLE N/A 63,707 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100 3,712 80,000 SH   SOLE N/A 80,000 0 0
KURA ONCOLOGY INC COM 50127T109 2,036 62,331 SH   SOLE N/A 62,331 0 0
LEMAITRE VASCULAR INC COM 525558201 2,640 65,173 SH   SOLE N/A 65,173 0 0
LI AUTO INC SPONSORED ADS 50202M102 1,153 40,000 SH   SOLE N/A 40,000 0 0
LIVE OAK BANCSHARES INC COM 53803X105 6,266 132,025 SH   SOLE N/A 132,025 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105 2,707 24,351 SH   SOLE N/A 24,351 0 0
MASIMO CORP COM 574795100 6,132 22,850 SH   SOLE N/A 22,850 0 0
MEDICAL PPTYS TRUST INC COM 58463J304 2,178 99,957 SH   SOLE N/A 99,957 0 0
MEDPACE HLDGS INC COM 58506Q109 2,464 17,698 SH   SOLE N/A 17,698 0 0
MERIT MED SYS INC COM 589889104 1,772 31,915 SH   SOLE N/A 31,915 0 0
MONOLITHIC PWR SYS INC COM 609839105 1,898 5,182 SH   SOLE N/A 5,182 0 0
NATERA INC COM 632307104 4,976 50,000 SH   SOLE N/A 50,000 0 0
NETFLIX INC COM 64110L106 5,616 10,386 SH   SOLE N/A 10,386 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 2,119 22,106 SH   SOLE N/A 22,106 0 0
NIU TECHNOLOGIES ADS 65481N100 4,174 148,800 SH   SOLE N/A 148,800 0 0
NVIDIA CORPORATION COM 67066G104 4,586 8,783 SH   SOLE N/A 8,783 0 0
OKTA INC CL A 679295105 3,814 15,000 SH   SOLE N/A 15,000 0 0
OMNICELL COM COM 68213N109 4,073 33,938 SH   SOLE N/A 33,938 0 0
ONTRAK INC COM 683373104 4,251 68,800 SH   SOLE N/A 68,800 0 0
PACIFIC BIOSCIENCES CALIF IN COM 69404D108 7,782 300,000 SH   SOLE N/A 300,000 0 0
PAGERDUTY INC COM 69553P100 6,881 165,000 SH   SOLE N/A 165,000 0 0
PERSONALIS INC COM 71535D106 7,885 215,380 SH   SOLE N/A 215,380 0 0
PHREESIA INC COM 71944F106 2,387 44,000 SH   SOLE N/A 44,000 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104 1,803 27,994 SH   SOLE N/A 27,994 0 0
PREFERRED BK LOS ANGELES CA COM NEW 740367404 1,392 27,585 SH   SOLE N/A 27,585 0 0
PURE STORAGE INC CL A 74624M102 3,165 140,000 SH   SOLE N/A 140,000 0 0
REGENERON PHARMACEUTICALS COM 75886F107 1,988 4,115 SH   SOLE N/A 4,115 0 0
RESMED INC COM 761152107 3,428 16,125 SH   SOLE N/A 16,125 0 0
RINGCENTRAL INC CL A 76680R206 1,895 5,000 SH   SOLE N/A 5,000 0 0
ROKU INC COM CL A 77543R102 9,167 27,609 SH   SOLE N/A 27,609 0 0
SALESFORCE COM INC COM 79466L302 2,893 13,000 SH   SOLE N/A 13,000 0 0
SCHRODINGER INC COM 80810D103 1,980 25,000 SH   SOLE N/A 25,000 0 0
SEAGEN INC COM 81181C104 4,848 27,679 SH   SOLE N/A 27,679 0 0
SQUARE INC CL A 852234103 7,726 35,500 SH   SOLE N/A 35,500 0 0
SUPER MICRO COMPUTER INC COM 86800U104 3,190 100,761 SH   SOLE N/A 100,761 0 0
SYNOPSYS INC COM 871607107 3,163 12,200 SH   SOLE N/A 12,200 0 0
SYROS PHARMACEUTICALS INC COM 87184Q107 1,829 168,600 SH   SOLE N/A 168,600 0 0
TELADOC HEALTH INC COM 87918A105 6,838 34,196 SH   SOLE N/A 34,196 0 0
TESLA INC COM 88160R101 4,234 6,000 SH   SOLE N/A 6,000 0 0
THE TRADE DESK INC COM CL A 88339J105 5,847 7,300 SH   SOLE N/A 7,300 0 0
TRUPANION INC COM 898202106 5,866 49,000 SH   SOLE N/A 49,000 0 0
TWILIO INC CL A 90138F102 6,770 20,000 SH   SOLE N/A 20,000 0 0
TWIST BIOSCIENCE CORP COM 90184D100 13,705 97,000 SH   SOLE N/A 97,000 0 0
UBIQUITI INC COM 90353W103 2,228 8,000 SH   SOLE N/A 8,000 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 3,541 25,582 SH   SOLE N/A 25,582 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 2,889 19,032 SH   SOLE N/A 19,032 0 0
VAPOTHERM INC COM 922107107 1,880 70,000 SH   SOLE N/A 70,000 0 0
VEEVA SYS INC CL A COM 922475108 3,208 11,785 SH   SOLE N/A 11,785 0 0
VERACYTE INC COM 92337F107 8,809 180,000 SH   SOLE N/A 180,000 0 0
VERISIGN INC COM 92343E102 3,508 16,212 SH   SOLE N/A 16,212 0 0
VICOR CORP COM 925815102 3,623 39,282 SH   SOLE N/A 39,282 0 0
XPENG INC ADS 98422D105 857 20,000 SH   SOLE N/A 20,000 0 0
ZILLOW GROUP INC CL A 98954M101 8,972 66,000 SH   SOLE N/A 66,000 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 1,012 3,000 SH   SOLE N/A 3,000 0 0
ZSCALER INC COM 98980G102 6,291 31,500 SH   SOLE N/A 31,500 0 0
ZYNEX INC COM 98986M103 3,709 275,534 SH   SOLE N/A 275,534 0 0