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
ACTIVISION BLIZZARD INC COM 00507V109 2,368 30,601 SH   SOLE   30,601 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 1,904 3,308 SH   SOLE   3,308 0 0
ADVANCED MICRO DEVICES INC COM 007903107 971 9,440 SH   SOLE   9,440 0 0
AIRBNB INC COM CL A 009066101 1,371 8,174 SH   SOLE   8,174 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 506 2,649 SH   SOLE   2,649 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 756 5,109 SH   SOLE   5,109 0 0
ALPHABET INC CAP STK CL A 02079K305 2,117 792 SH   SOLE   792 0 0
ALTERYX INC COM CL A 02156B103 1,396 19,094 SH   SOLE   19,094 0 0
AMAZON COM INC COM 023135106 6,311 1,921 SH   SOLE   1,921 0 0
AMERIPRISE FINL INC COM 03076C106 1,926 7,294 SH   SOLE   7,294 0 0
AMGEN INC COM 031162100 4,474 21,039 SH   SOLE   21,039 0 0
ANAPLAN INC COM 03272L108 1,248 20,496 SH   SOLE   20,496 0 0
ANTHEM INC COM 036752103 1,975 5,297 SH   SOLE   5,297 0 0
APPLE INC COM 037833100 2,186 15,451 SH   SOLE   15,451 0 0
ARLO TECHNOLOGIES INC COM 04206A101 135 21,025 SH   SOLE   21,025 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 436 6,984 SH   SOLE   6,984 0 0
ASANA INC CL A 04342Y104 1,559 15,012 SH   SOLE   15,012 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 827 13,774 SH   SOLE   13,774 0 0
AT&T INC COM 00206R102 1,284 47,553 SH   SOLE   47,553 0 0
AVALONBAY CMNTYS INC COM 053484101 2,245 10,131 SH   SOLE   10,131 0 0
BAIDU INC SPON ADR REP A 056752108 435 2,832 SH   SOLE   2,832 0 0
BANDWIDTH INC COM CL A 05988J103 799 8,849 SH   SOLE   8,849 0 0
BERRY GLOBAL GROUP INC COM 08579W103 423 6,952 SH   SOLE   6,952 0 0
BIOGEN INC COM 09062X103 2,075 7,333 SH   SOLE   7,333 0 0
BLACKLINE INC COM 09239B109 875 7,408 SH   SOLE   7,408 0 0
BOOKING HOLDINGS INC COM 09857L108 1,294 545 SH   SOLE   545 0 0
BOX INC CL A 10316T104 660 27,869 SH   SOLE   27,869 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 1,895 32,020 SH   SOLE   32,020 0 0
BROWN FORMAN CORP CL A 115637100 533 8,506 SH   SOLE   8,506 0 0
CANADA GOOSE HLDGS INC SHS SUB VTG 135086106 735 20,617 SH   SOLE   20,617 0 0
CARDINAL HEALTH INC COM 14149Y108 1,806 36,522 SH   SOLE   36,522 0 0
CARGURUS INC COM CL A 141788109 894 28,469 SH   SOLE   28,469 0 0
CATERPILLAR INC COM 149123101 3,219 16,769 SH   SOLE   16,769 0 0
CAVCO INDS INC DEL COM 149568107 1,187 5,013 SH   SOLE   5,013 0 0
CENTENE CORP DEL COM 15135B101 1,247 20,016 SH   SOLE   20,016 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 466 4,123 SH   SOLE   4,123 0 0
CHEVRON CORP NEW COM 166764100 203 2,004 SH   SOLE   2,004 0 0
CHEWY INC CL A 16679L109 234 3,430 SH   SOLE   3,430 0 0
CIGNA CORP NEW COM 125523100 1,791 8,946 SH   SOLE   8,946 0 0
CISCO SYS INC COM 17275R102 2,287 42,021 SH   SOLE   42,021 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 445 1,958 SH   SOLE   1,958 0 0
COMPASS INC CL A 20464U100 942 71,039 SH   SOLE   71,039 0 0
CONSTELLATION BRANDS INC CL A 21036P108 1,179 5,597 SH   SOLE   5,597 0 0
CORPORACION AMER ARPTS S A COM L1995B107 135 24,000 SH   SOLE   24,000 0 0
COSTAR GROUP INC COM 22160N109 1,806 20,987 SH   SOLE   20,987 0 0
COSTCO WHSL CORP NEW COM 22160K105 1,140 2,536 SH   SOLE   2,536 0 0
COUPA SOFTWARE INC COM 22266L106 328 1,497 SH   SOLE   1,497 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 5,419 22,050 SH   SOLE   22,050 0 0
D R HORTON INC COM 23331A109 1,110 13,224 SH   SOLE   13,224 0 0
DATADOG INC CL A COM 23804L103 1,384 9,788 SH   SOLE   9,788 0 0
DATTO HLDG CORP COM 23821D100 563 23,542 SH   SOLE   23,542 0 0
DEERE & CO COM 244199105 425 1,269 SH   SOLE   1,269 0 0
DELL TECHNOLOGIES INC CL C 24703L202 2,001 19,232 SH   SOLE   19,232 0 0
DIGITAL TURBINE INC COM NEW 25400W102 540 7,853 SH   SOLE   7,853 0 0
DISCOVERY INC COM SER C 25470F302 637 26,247 SH   SOLE   26,247 0 0
DISCOVERY INC COM SER A 25470F104 1,919 15,620 SH   SOLE   15,620 0 0
DISNEY WALT CO COM 254687106 3,219 19,026 SH   SOLE   19,026 0 0
DOCUSIGN INC COM 256163106 631 2,450 SH   SOLE   2,450 0 0
DOLLAR GEN CORP NEW COM 256677105 1,297 6,112 SH   SOLE   6,112 0 0
DOLLAR TREE INC COM 256746108 222 2,323 SH   SOLE   2,323 0 0
DOXIMITY INC CL A 26622P107 511 6,326 SH   SOLE   6,326 0 0
DRAFTKINGS INC COM CL A 26142R104 1,509 31,334 SH   SOLE   31,334 0 0
DUOS TECHNOLOGIES GROUP INC COM 266042407 62 10,000 SH   SOLE   10,000 0 0
DYNATRACE INC COM NEW 268150109 1,248 17,589 SH   SOLE   17,589 0 0
ELASTIC N V ORD SHS N14506104 3,148 21,132 SH   SOLE   21,132 0 0
ELECTRONIC ARTS INC COM 285512109 696 4,891 SH   SOLE   4,891 0 0
EVERQUOTE INC COM CL A 30041R108 449 24,084 SH   SOLE   24,084 0 0
FACEBOOK INC CL A 30303M102 1,265 3,728 SH   SOLE   3,728 0 0
FARFETCH LTD ORD SH CL A 30744W107 469 12,520 SH   SOLE   12,520 0 0
FASTLY INC CL A 31188V100 1,022 25,272 SH   SOLE   25,272 0 0
FEDEX CORP COM 31428X106 6,673 30,431 SH   SOLE   30,431 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 562 4,615 SH   SOLE   4,615 0 0
FISERV INC COM 337738108 905 8,339 SH   SOLE   8,339 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 537 2,054 SH   SOLE   2,054 0 0
FREEPORT-MCMORAN INC CL B 35671D857 505 15,510 SH   SOLE   15,510 0 0
FUBOTV INC COM 35953D104 788 32,879 SH   SOLE   32,879 0 0
GILEAD SCIENCES INC COM 375558103 1,580 22,616 SH   SOLE   22,616 0 0
GLOBAL PMTS INC COM 37940X102 456 2,891 SH   SOLE   2,891 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 851 2,252 SH   SOLE   2,252 0 0
GOPRO INC CL A 38268T103 145 15,450 SH   SOLE   15,450 0 0
GRUPO AEROPORTUARIO DEL CENT SPON ADR 400501102 450 9,602 SH   SOLE   9,602 0 0
GRUPO AEROPUERTO DEL PACIFIC SPON ADR B 400506101 1,667 14,331 SH   SOLE   14,331 0 0
HEXCEL CORP NEW COM 428291108 920 15,495 SH   SOLE   15,495 0 0
HORMEL FOODS CORP COM 440452100 773 18,844 SH   SOLE   18,844 0 0
JACOBS ENGR GROUP INC COM 469814107 4,999 37,721 SH   SOLE   37,721 0 0
JAMF HLDG CORP COM 47074L105 716 18,581 SH   SOLE   18,581 0 0
JFROG LTD ORD SHS M6191J100 593 17,699 SH   SOLE   17,699 0 0
JPMORGAN CHASE & CO COM 46625H100 4,084 24,951 SH   SOLE   24,951 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 1,728 7,846 SH   SOLE   7,846 0 0
LAM RESEARCH CORP COM 512807108 3,157 5,547 SH   SOLE   5,547 0 0
LEIDOS HOLDINGS INC COM 525327102 926 9,630 SH   SOLE   9,630 0 0
LKQ CORP COM 501889208 2,018 40,100 SH   SOLE   40,100 0 0
LOCKHEED MARTIN CORP COM 539830109 498 1,444 SH   SOLE   1,444 0 0
MARVELL TECHNOLOGY INC COM 573874104 1,326 21,985 SH   SOLE   21,985 0 0
MASTEC INC COM 576323109 2,265 26,257 SH   SOLE   26,257 0 0
MERCK & CO INC COM 58933Y105 1,561 20,784 SH   SOLE   20,784 0 0
MICRON TECHNOLOGY INC COM 595112103 1,503 21,173 SH   SOLE   21,173 0 0
MICROSOFT CORP COM 594918104 937 3,323 SH   SOLE   3,323 0 0
NETAPP INC COM 64110D104 1,288 14,353 SH   SOLE   14,353 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 803 10,662 SH   SOLE   10,662 0 0
NIO INC SPON ADS 62914V106 448 12,578 SH   SOLE   12,578 0 0
NUTANIX INC CL A 67059N108 2,349 62,305 SH   SOLE   62,305 0 0
NVIDIA CORPORATION COM 67066G104 233 1,125 SH   SOLE   1,125 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 2,462 8,608 SH   SOLE   8,608 0 0
ON SEMICONDUCTOR CORP COM 682189105 15,493 338,504 SH   SOLE   338,504 0 0
OPEN TEXT CORP COM 683715106 454 9,321 SH   SOLE   9,321 0 0
ORACLE CORP COM 68389X105 1,351 15,500 SH   SOLE   15,500 0 0
OWENS CORNING NEW COM 690742101 598 6,996 SH   SOLE   6,996 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 267 11,105 SH   SOLE   11,105 0 0
PAYCOM SOFTWARE INC COM 70432V102 537 1,084 SH   SOLE   1,084 0 0
PEGASYSTEMS INC COM 705573103 1,389 10,926 SH   SOLE   10,926 0 0
PINDUODUO INC SPONSORED ADS 722304102 769 8,476 SH   SOLE   8,476 0 0
PINTEREST INC CL A 72352L106 206 4,047 SH   SOLE   4,047 0 0
PRICE T ROWE GROUP INC COM 74144T108 1,331 6,765 SH   SOLE   6,765 0 0
PROGRESS SOFTWARE CORP COM 743312100 942 19,154 SH   SOLE   19,154 0 0
PURE STORAGE INC CL A 74624M102 2,359 93,779 SH   SOLE   93,779 0 0
QUALCOMM INC COM 747525103 366 2,835 SH   SOLE   2,835 0 0
QUANTA SVCS INC COM 74762E102 2,078 18,260 SH   SOLE   18,260 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 2,046 23,803 SH   SOLE   23,803 0 0
REALTY INCOME CORP COM 756109104 1,195 18,423 SH   SOLE   18,423 0 0
REGENERON PHARMACEUTICALS COM 75886F107 2,221 3,670 SH   SOLE   3,670 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 396 6,476 SH   SOLE   6,476 0 0
RH COM 74967X103 1,452 2,177 SH   SOLE   2,177 0 0
ROKU INC COM CL A 77543R102 833 2,659 SH   SOLE   2,659 0 0
SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 438 10,203 SH   SOLE   10,203 0 0
SAP SE SPON ADR 803054204 1,315 9,735 SH   SOLE   9,735 0 0
SCHWAB CHARLES CORP COM 808513105 2,666 36,599 SH   SOLE   36,599 0 0
SEA LTD SPONSORD ADS 81141R100 694 2,176 SH   SOLE   2,176 0 0
SHIFT4 PMTS INC CL A 82452J109 597 7,703 SH   SOLE   7,703 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 508 1,866 SH   SOLE   1,866 0 0
SIMON PPTY GROUP INC NEW COM 828806109 2,670 20,543 SH   SOLE   20,543 0 0
SKECHERS U S A INC CL A 830566105 1,502 35,666 SH   SOLE   35,666 0 0
SKILLZ INC COM 83067L109 319 32,492 SH   SOLE   32,492 0 0
SMARTSHEET INC COM CL A 83200N103 1,119 16,256 SH   SOLE   16,256 0 0
SONOS INC COM 83570H108 803 24,805 SH   SOLE   24,805 0 0
SPLUNK INC COM 848637104 1,322 9,137 SH   SOLE   9,137 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 1,582 7,022 SH   SOLE   7,022 0 0
STEM INC COM 85859N102 419 17,518 SH   SOLE   17,518 0 0
STITCH FIX INC COM CL A 860897107 340 8,504 SH   SOLE   8,504 0 0
SUMO LOGIC INC COM 86646P103 765 47,452 SH   SOLE   47,452 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1,930 17,289 SH   SOLE   17,289 0 0
TANGER FACTORY OUTLET CTRS I COM 875465106 747 45,833 SH   SOLE   45,833 0 0
TELADOC HEALTH INC COM 87918A105 1,169 9,221 SH   SOLE   9,221 0 0
TESLA INC COM 88160R101 5,827 7,514 SH   SOLE   7,514 0 0
THE TRADE DESK INC COM CL A 88339J105 616 8,758 SH   SOLE   8,758 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 716 10,830 SH   SOLE   10,830 0 0
TRINSEO S A SHS L9340P101 479 8,866 SH   SOLE   8,866 0 0
TWITTER INC COM 90184L102 2,281 37,772 SH   SOLE   37,772 0 0
UIPATH INC CL A 90364P105 426 8,100 SH   SOLE   8,100 0 0
UNDER ARMOUR INC CL A 904311107 392 22,364 SH   SOLE   22,364 0 0
UNION PAC CORP COM 907818108 374 1,906 SH   SOLE   1,906 0 0
UNITED RENTALS INC COM 911363109 5,977 17,032 SH   SOLE   17,032 0 0
UNITEDHEALTH GROUP INC COM 91324P102 2,009 5,141 SH   SOLE   5,141 0 0
UNITY SOFTWARE INC COM 91332U101 835 6,617 SH   SOLE   6,617 0 0
UPSTART HLDGS INC COM 91680M107 2,318 7,325 SH   SOLE   7,325 0 0
VAIL RESORTS INC COM 91879Q109 2,562 7,671 SH   SOLE   7,671 0 0
VEEVA SYS INC CL A COM 922475108 442 1,535 SH   SOLE   1,535 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 1,153 21,354 SH   SOLE   21,354 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 1,434 7,905 SH   SOLE   7,905 0 0
VISA INC COM CL A 92826C839 2,221 9,973 SH   SOLE   9,973 0 0
VMWARE INC CL A COM 928563402 1,746 11,745 SH   SOLE   11,745 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 559 13,089 SH   SOLE   13,089 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 1,160 4,980 SH   SOLE   4,980 0 0
WIX COM LTD NOTE 7/0 92940WAB5 451 2,301 SH   SOLE   2,301 0 0
XILINX INC COM 983919101 904 5,986 SH   SOLE   5,986 0 0
YEXT INC COM 98585N106 996 82,781 SH   SOLE   82,781 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 2,022 22,937 SH   SOLE   22,937 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 542 2,071 SH   SOLE   2,071 0 0
ZSCALER INC COM 98980G102 971 3,704 SH   SOLE   3,704 0 0
ZYNGA INC CL A 98986T108 600 79,623 SH   SOLE   79,623 0 0