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
ABIOMED INC COM 003654100 1,323 4,027 SH   SOLE   4,027 0 0
ACTIVISION BLIZZARD INC COM 00507V109 2,238 24,565 SH   SOLE   24,565 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 1,747 3,530 SH   SOLE   3,530 0 0
ALASKA AIR GROUP INC COM 011659109 1,106 22,136 SH   SOLE   22,136 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 432 1,902 SH   SOLE   1,902 0 0
ALPHABET INC CAP STK CL A 02079K305 1,383 793 SH   SOLE   793 0 0
ALTERYX INC COM CL A 02156B103 1,059 9,244 SH   SOLE   9,244 0 0
AMAZON COM INC COM 023135106 5,813 1,799 SH   SOLE   1,799 0 0
AMERICAN WELL CORP CL A 03044L105 585 22,935 SH   SOLE   22,935 0 0
AMERIPRISE FINL INC COM 03076C106 1,410 7,397 SH   SOLE   7,397 0 0
AMGEN INC COM 031162100 5,218 22,919 SH   SOLE   22,919 0 0
ANAPLAN INC COM 03272L108 1,425 20,346 SH   SOLE   20,346 0 0
ANTHEM INC COM 036752103 1,420 4,484 SH   SOLE   4,484 0 0
APPLE INC COM 037833100 2,121 16,192 SH   SOLE   16,192 0 0
ARLO TECHNOLOGIES INC COM 04206A101 103 13,650 SH   SOLE   13,650 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 563 7,373 SH   SOLE   7,373 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 698 13,775 SH   SOLE   13,775 0 0
AT&T INC COM 00206R102 1,136 39,027 SH   SOLE   39,027 0 0
ATLASSIAN CORP PLC CL A G06242104 1,747 7,545 SH   SOLE   7,545 0 0
AVALONBAY CMNTYS INC COM 053484101 1,529 9,762 SH   SOLE   9,762 0 0
BAOZUN INC SPONSORED ADR 06684L103 1,115 32,321 SH   SOLE   32,321 0 0
BIOGEN INC COM 09062X103 1,627 6,720 SH   SOLE   6,720 0 0
BLACK STONE MINERALS L P COM UNIT 09225M101 165 24,173 SH   SOLE   24,173 0 0
BLACKLINE INC COM 09239B109 660 5,056 SH   SOLE   5,056 0 0
BOEING CO COM 097023105 964 4,655 SH   SOLE   4,655 0 0
BOOKING HOLDINGS INC COM 09857L108 954 440 SH   SOLE   440 0 0
BOX INC CL A 10316T104 487 27,031 SH   SOLE   27,031 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 1,818 29,577 SH   SOLE   29,577 0 0
CARDINAL HEALTH INC COM 14149Y108 1,418 26,978 SH   SOLE   26,978 0 0
CARGURUS INC COM CL A 141788109 889 27,602 SH   SOLE   27,602 0 0
CARLISLE COS INC COM 142339100 348 2,232 SH   SOLE   2,232 0 0
CATERPILLAR INC COM 149123101 3,041 16,539 SH   SOLE   16,539 0 0
CAVCO INDS INC DEL COM 149568107 891 5,113 SH   SOLE   5,113 0 0
CENTENE CORP DEL COM 15135B101 1,238 20,346 SH   SOLE   20,346 0 0
CIGNA CORP NEW COM 125523100 1,709 8,402 SH   SOLE   8,402 0 0
CISCO SYS INC COM 17275R102 1,861 42,370 SH   SOLE   42,370 0 0
CITRIX SYS INC COM 177376100 641 4,976 SH   SOLE   4,976 0 0
CLOUDERA INC COM 18914U100 760 55,200 SH   SOLE   55,200 0 0
CONSTELLATION BRANDS INC CL A 21036P108 777 3,584 SH   SOLE   3,584 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 464 10,706 SH   SOLE   10,706 0 0
CORPORACION AMER ARPTS S A COM L1995B107 92 23,000 SH   SOLE   23,000 0 0
COSTAR GROUP INC COM 22160N109 1,342 1,453 SH   SOLE   1,453 0 0
COSTCO WHSL CORP NEW COM 22160K105 607 1,596 SH   SOLE   1,596 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 5,021 24,581 SH   SOLE   24,581 0 0
CVS HEALTH CORP COM 126650100 946 13,842 SH   SOLE   13,842 0 0
D R HORTON INC COM 23331A109 645 9,567 SH   SOLE   9,567 0 0
DATADOG INC CL A COM 23804L103 734 7,684 SH   SOLE   7,684 0 0
DELL TECHNOLOGIES INC CL C 24703L202 1,430 19,531 SH   SOLE   19,531 0 0
DISCOVERY INC COM SER A 25470F104 1,651 54,830 SH   SOLE   54,830 0 0
DISCOVERY INC COM SER A 25470F104 1,498 16,726 SH   SOLE   16,726 0 0
DISNEY WALT CO COM 254687106 3,477 19,658 SH   SOLE   19,658 0 0
DOLLAR GEN CORP NEW COM 256677105 476 2,256 SH   SOLE   2,256 0 0
DRAFTKINGS INC COM CL A 26142R104 639 13,750 SH   SOLE   13,750 0 0
DROPBOX INC CL A 26210C104 765 34,220 SH   SOLE   34,220 0 0
ELASTIC N V ORD SHS N14506104 2,801 19,555 SH   SOLE   19,555 0 0
ELECTRONIC ARTS INC COM 285512109 677 4,791 SH   SOLE   4,791 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 841 42,747 SH   SOLE   42,747 0 0
FACEBOOK INC CL A 30303M102 1,065 3,941 SH   SOLE   3,941 0 0
FASTLY INC CL A 31188V100 580 6,678 SH   SOLE   6,678 0 0
FEDEX CORP COM 31428X106 7,884 30,589 SH   SOLE   30,589 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 642 4,615 SH   SOLE   4,615 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 543 2,054 SH   SOLE   2,054 0 0
FOX CORP CL A COM 35137L105 347 12,091 SH   SOLE   12,091 0 0
FUBOTV INC COM 35953D104 347 13,186 SH   SOLE   13,186 0 0
GILEAD SCIENCES INC COM 375558103 1,432 24,422 SH   SOLE   24,422 0 0
GLU MOBILE INC COM 379890106 498 54,942 SH   SOLE   54,942 0 0
GOODRX HLDGS INC COM CL A 38246G108 448 10,894 SH   SOLE   10,894 0 0
GOPRO INC CL A 38268T103 102 12,500 SH   SOLE   12,500 0 0
GRUPO AEROPUERTO DEL PACIFIC SPON ADR B 400506101 1,414 12,703 SH   SOLE   12,703 0 0
HCA HEALTHCARE INC COM 40412C101 961 5,906 SH   SOLE   5,906 0 0
HEXCEL CORP NEW COM 428291108 552 11,639 SH   SOLE   11,639 0 0
HYATT HOTELS CORP COM CL A 448579102 725 10,215 SH   SOLE   10,215 0 0
JACOBS ENGR GROUP INC COM 469814107 4,180 38,522 SH   SOLE   38,522 0 0
JAMF HLDG CORP COM 47074L105 629 21,060 SH   SOLE   21,060 0 0
JFROG LTD ORD SHS M6191J100 500 8,157 SH   SOLE   8,157 0 0
JPMORGAN CHASE & CO COM 46625H100 3,197 25,317 SH   SOLE   25,317 0 0
KLA CORP COM NEW 482480100 1,971 7,321 SH   SOLE   7,321 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 1,538 8,328 SH   SOLE   8,328 0 0
LAM RESEARCH CORP COM 512807108 2,714 5,540 SH   SOLE   5,540 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 1,815 73,950 SH   SOLE   73,950 0 0
LKQ CORP COM 501889208 1,522 43,314 SH   SOLE   43,314 0 0
MACERICH CO COM 554382101 258 24,467 SH   SOLE   24,467 0 0
MARATHON PETE CORP COM 56585A102 1,827 44,124 SH   SOLE   44,124 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 577 11,930 SH   SOLE   11,930 0 0
MASTEC INC COM 576323109 1,634 23,887 SH   SOLE   23,887 0 0
MCKESSON CORP COM 58155Q103 1,174 6,847 SH   SOLE   6,847 0 0
MEDALLIA INC COM 584021109 1,219 37,059 SH   SOLE   37,059 0 0
MERCK & CO. INC COM 58933Y105 1,091 13,505 SH   SOLE   13,505 0 0
MICRON TECHNOLOGY INC COM 595112103 1,742 22,458 SH   SOLE   22,458 0 0
MICROSOFT CORP COM 594918104 732 3,323 SH   SOLE   3,323 0 0
NETAPP INC COM 64110D104 1,034 15,693 SH   SOLE   15,693 0 0
NEW RELIC INC COM 64829B100 1,318 20,576 SH   SOLE   20,576 0 0
NEWMONT CORP COM 651639106 2,583 41,279 SH   SOLE   41,279 0 0
NUTANIX INC CL A 67059N108 1,896 59,392 SH   SOLE   59,392 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 1,697 8,701 SH   SOLE   8,701 0 0
ON SEMICONDUCTOR CORP COM 682189105 12,121 360,752 SH   SOLE   360,752 0 0
ORACLE CORP COM 68389X105 908 14,208 SH   SOLE   14,208 0 0
PALO ALTO NETWORKS INC COM 697435105 683 1,938 SH   SOLE   1,938 0 0
PAYCOM SOFTWARE INC COM 70432V102 478 1,084 SH   SOLE   1,084 0 0
PEGASYSTEMS INC COM 705573103 734 5,486 SH   SOLE   5,486 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 354 2,360 SH   SOLE   2,360 0 0
PRICE T ROWE GROUP INC COM 74144T108 1,015 6,798 SH   SOLE   6,798 0 0
PROGRESS SOFTWARE CORP COM 743312100 559 12,351 SH   SOLE   12,351 0 0
PURE STORAGE INC CL A 74624M102 1,910 79,657 SH   SOLE   79,657 0 0
QUANTA SVCS INC COM 74762E102 1,703 24,519 SH   SOLE   24,519 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 1,746 25,128 SH   SOLE   25,128 0 0
REALTY INCOME CORP COM 756109104 711 11,717 SH   SOLE   11,717 0 0
REGENERON PHARMACEUTICALS COM 75886F107 1,779 3,663 SH   SOLE   3,663 0 0
RH COM 74967X103 1,026 2,311 SH   SOLE   2,311 0 0
SALESFORCE COM INC COM 79466L302 596 2,693 SH   SOLE   2,693 0 0
SAP SE SPON ADR 803054204 1,200 9,223 SH   SOLE   9,223 0 0
SCHWAB CHARLES CORP COM 808513105 1,930 36,631 SH   SOLE   36,631 0 0
SIMON PPTY GROUP INC NEW COM 828806109 1,785 21,217 SH   SOLE   21,217 0 0
SKECHERS U S A INC CL A 830566105 1,271 35,502 SH   SOLE   35,502 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 1,753 11,306 SH   SOLE   11,306 0 0
SMARTSHEET INC COM CL A 83200N103 442 6,383 SH   SOLE   6,383 0 0
SPLUNK INC COM 848637104 984 5,775 SH   SOLE   5,775 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 1,554 4,923 SH   SOLE   4,923 0 0
STORE CAP CORP COM 862121100 640 19,292 SH   SOLE   19,292 0 0
SUPERNUS PHARMACEUTICALS INC COM 868459108 310 12,420 SH   SOLE   12,420 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 2,001 17,549 SH   SOLE   17,549 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 799 3,842 SH   SOLE   3,842 0 0
TALEND S A ADS 874224207 451 11,776 SH   SOLE   11,776 0 0
TANGER FACTORY OUTLET CTRS I COM 875465106 455 46,215 SH   SOLE   46,215 0 0
TELADOC HEALTH INC COM 87918A105 1,203 6,032 SH   SOLE   6,032 0 0
TESLA INC COM 88160R101 5,998 8,087 SH   SOLE   8,087 0 0
THE TRADE DESK INC COM CL A 88339J105 1,714 2,180 SH   SOLE   2,180 0 0
TRIPADVISOR INC COM 896945201 1,453 50,700 SH   SOLE   50,700 0 0
TWITTER INC COM 90184L102 2,103 38,438 SH   SOLE   38,438 0 0
UBIQUITI INC COM 90353W103 1,574 5,689 SH   SOLE   5,689 0 0
UNDER ARMOUR INC CL A 904311107 179 11,817 SH   SOLE   11,817 0 0
UNION PAC CORP COM 907818108 247 1,200 SH   SOLE   1,200 0 0
UNITED RENTALS INC COM 911363109 3,932 17,132 SH   SOLE   17,132 0 0
UNITEDHEALTH GROUP INC COM 91324P102 1,786 5,155 SH   SOLE   5,155 0 0
VAIL RESORTS INC COM 91879Q109 2,107 7,758 SH   SOLE   7,758 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 782 13,346 SH   SOLE   13,346 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 1,083 4,668 SH   SOLE   4,668 0 0
VIACOMCBS INC CL B 92556H206 1,191 32,114 SH   SOLE   32,114 0 0
VISA INC COM CL A 92826C839 1,906 8,787 SH   SOLE   8,787 0 0
VMWARE INC CL A COM 928563402 1,008 7,230 SH   SOLE   7,230 0 0
WABTEC COM 929740108 1,157 15,695 SH   SOLE   15,695 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 467 2,246 SH   SOLE   2,246 0 0
WORKDAY INC CL A 98138H101 1,070 4,622 SH   SOLE   4,622 0 0
XILINX INC COM 983919101 890 5,986 SH   SOLE   5,986 0 0
YEXT INC COM 98585N106 1,120 69,645 SH   SOLE   69,645 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 2,745 20,957 SH   SOLE   20,957 0 0
ZSCALER INC COM 98980G102 768 3,861 SH   SOLE   3,861 0 0
ZUORA INC COM CL A 98983V106 912 67,611 SH   SOLE   67,611 0 0
ZYNGA INC CL A 98986T108 501 50,563 SH   SOLE   50,563 0 0