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 1,266 3,950 SH   SOLE   3,950 0 0
ACTIVISION BLIZZARD INC COM 00507V109 2,294 24,565 SH   SOLE   24,565 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 1,693 3,530 SH   SOLE   3,530 0 0
ADVANCED MICRO DEVICES INC COM 007903107 441 5,594 SH   SOLE   5,594 0 0
AIRBNB INC COM CL A 009066101 666 3,539 SH   SOLE   3,539 0 0
ALASKA AIR GROUP INC COM 011659109 1,537 22,136 SH   SOLE   22,136 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 443 2,682 SH   SOLE   2,682 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 664 2,911 SH   SOLE   2,911 0 0
ALPHABET INC CAP STK CL A 02079K305 1,617 780 SH   SOLE   780 0 0
ALTERYX INC COM CL A 02156B103 775 9,288 SH   SOLE   9,288 0 0
AMAZON COM INC COM 023135106 5,582 1,797 SH   SOLE   1,797 0 0
AMERIPRISE FINL INC COM 03076C106 1,725 7,370 SH   SOLE   7,370 0 0
AMGEN INC COM 031162100 5,245 21,111 SH   SOLE   21,111 0 0
ANAPLAN INC COM 03272L108 1,095 20,496 SH   SOLE   20,496 0 0
ANTHEM INC COM 036752103 1,915 5,314 SH   SOLE   5,314 0 0
APPLE INC COM 037833100 2,017 16,426 SH   SOLE   16,426 0 0
ARLO TECHNOLOGIES INC COM 04206A101 100 15,925 SH   SOLE   15,925 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 496 7,373 SH   SOLE   7,373 0 0
ASANA INC CL A 04342Y104 302 10,579 SH   SOLE   10,579 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 687 13,774 SH   SOLE   13,774 0 0
AT&T INC COM 00206R102 1,180 39,014 SH   SOLE   39,014 0 0
ATLASSIAN CORP PLC CL A G06242104 1,574 7,361 SH   SOLE   7,361 0 0
AVALONBAY CMNTYS INC COM 053484101 1,816 9,779 SH   SOLE   9,779 0 0
AXON ENTERPRISE INC COM 05464C101 492 3,441 SH   SOLE   3,441 0 0
BANDWIDTH INC COM CL A 05988J103 641 5,095 SH   SOLE   5,095 0 0
BAOZUN INC SPONSORED ADR 06684L103 1,239 32,543 SH   SOLE   32,543 0 0
BIOGEN INC COM 09062X103 2,009 7,192 SH   SOLE   7,192 0 0
BLACKLINE INC COM 09239B109 772 7,104 SH   SOLE   7,104 0 0
BOOKING HOLDINGS INC COM 09857L108 1,029 440 SH   SOLE   440 0 0
BOX INC CL A 10316T104 632 27,231 SH   SOLE   27,231 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 1,898 29,897 SH   SOLE   29,897 0 0
CARDINAL HEALTH INC COM 14149Y108 1,646 26,912 SH   SOLE   26,912 0 0
CARGURUS INC COM CL A 141788109 668 27,702 SH   SOLE   27,702 0 0
CARLISLE COS INC COM 142339100 355 2,148 SH   SOLE   2,148 0 0
CATERPILLAR INC COM 149123101 3,821 16,430 SH   SOLE   16,430 0 0
CAVCO INDS INC DEL COM 149568107 1,166 5,113 SH   SOLE   5,113 0 0
CENTENE CORP DEL COM 15135B101 1,308 20,456 SH   SOLE   20,456 0 0
CHEVRON CORP NEW COM 166764100 210 2,004 SH   SOLE   2,004 0 0
CHUBB LIMITED COM H1467J104 1,110 7,015 SH   SOLE   7,015 0 0
CIGNA CORP NEW COM 125523100 2,032 8,402 SH   SOLE   8,402 0 0
CISCO SYS INC COM 17275R102 2,204 42,370 SH   SOLE   42,370 0 0
CITRIX SYS INC COM 177376100 674 4,768 SH   SOLE   4,768 0 0
CLOUDERA INC COM 18914U100 671 54,445 SH   SOLE   54,445 0 0
CONSTELLATION BRANDS INC CL A 21036P108 1,046 4,565 SH   SOLE   4,565 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 476 10,906 SH   SOLE   10,906 0 0
CORPORACION AMER ARPTS S A COM L1995B107 117 24,000 SH   SOLE   24,000 0 0
COSTAR GROUP INC COM 22160N109 1,469 1,772 SH   SOLE   1,772 0 0
COSTCO WHSL CORP NEW COM 22160K105 1,018 2,870 SH   SOLE   2,870 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 4,533 24,634 SH   SOLE   24,634 0 0
CVS HEALTH CORP COM 126650100 1,046 13,842 SH   SOLE   13,842 0 0
D R HORTON INC COM 23331A109 1,185 13,152 SH   SOLE   13,152 0 0
DATADOG INC CL A COM 23804L103 825 9,723 SH   SOLE   9,723 0 0
DATTO HLDG CORP COM 23821D100 350 15,137 SH   SOLE   15,137 0 0
DELL TECHNOLOGIES INC CL C 24703L202 1,724 19,466 SH   SOLE   19,466 0 0
DISCOVERY INC COM SER A 25470F104 1,591 16,776 SH   SOLE   16,776 0 0
DISNEY WALT CO COM 254687106 3,645 19,658 SH   SOLE   19,658 0 0
DOLLAR GEN CORP NEW COM 256677105 896 4,403 SH   SOLE   4,403 0 0
DRAFTKINGS INC COM CL A 26142R104 852 13,848 SH   SOLE   13,848 0 0
DROPBOX INC CL A 26210C104 929 34,505 SH   SOLE   34,505 0 0
DYNATRACE INC COM NEW 268150109 873 17,847 SH   SOLE   17,847 0 0
ELASTIC N V ORD SHS N14506104 2,381 21,226 SH   SOLE   21,226 0 0
ELECTRONIC ARTS INC COM 285512109 651 4,791 SH   SOLE   4,791 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 951 42,736 SH   SOLE   42,736 0 0
EVERQUOTE INC COM CL A 30041R108 599 16,519 SH   SOLE   16,519 0 0
FACEBOOK INC CL A 30303M102 1,166 3,941 SH   SOLE   3,941 0 0
FASTLY INC CL A 31188V100 626 9,224 SH   SOLE   9,224 0 0
FEDEX CORP COM 31428X106 8,749 30,539 SH   SOLE   30,539 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 651 4,615 SH   SOLE   4,615 0 0
FISERV INC COM 337738108 515 4,305 SH   SOLE   4,305 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 555 2,054 SH   SOLE   2,054 0 0
FUBOTV INC COM 35953D104 314 13,963 SH   SOLE   13,963 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 239 2,922 SH   SOLE   2,922 0 0
GILEAD SCIENCES INC COM 375558103 1,552 23,937 SH   SOLE   23,937 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 740 2,256 SH   SOLE   2,256 0 0
GOODRX HLDGS INC COM CL A 38246G108 430 11,019 SH   SOLE   11,019 0 0
GOPRO INC CL A 38268T103 167 14,300 SH   SOLE   14,300 0 0
GRUPO AEROPUERTO DEL PACIFIC SPON ADR B 400506101 1,506 14,517 SH   SOLE   14,517 0 0
HEXCEL CORP NEW COM 428291108 653 11,639 SH   SOLE   11,639 0 0
HYATT HOTELS CORP COM CL A 448579102 848 10,215 SH   SOLE   10,215 0 0
JACOBS ENGR GROUP INC COM 469814107 4,890 37,837 SH   SOLE   37,837 0 0
JAMF HLDG CORP COM 47074L105 748 21,060 SH   SOLE   21,060 0 0
JFROG LTD ORD SHS M6191J100 381 8,446 SH   SOLE   8,446 0 0
JPMORGAN CHASE & CO COM 46625H100 3,797 24,864 SH   SOLE   24,864 0 0
KLA CORP COM NEW 482480100 2,419 7,281 SH   SOLE   7,281 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 1,597 7,891 SH   SOLE   7,891 0 0
LAM RESEARCH CORP COM 512807108 3,265 5,451 SH   SOLE   5,451 0 0
LEIDOS HOLDINGS INC COM 525327102 464 4,789 SH   SOLE   4,789 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 1,908 73,799 SH   SOLE   73,799 0 0
LKQ CORP COM 501889208 1,843 43,314 SH   SOLE   43,314 0 0
MACERICH CO COM 554382101 292 24,667 SH   SOLE   24,667 0 0
MARATHON PETE CORP COM 56585A102 2,361 44,045 SH   SOLE   44,045 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 841 17,031 SH   SOLE   17,031 0 0
MASTEC INC COM 576323109 2,241 23,837 SH   SOLE   23,837 0 0
MCKESSON CORP COM 58155Q103 1,400 7,147 SH   SOLE   7,147 0 0
MEDALLIA INC COM 584021109 1,257 44,949 SH   SOLE   44,949 0 0
MERCK & CO. INC COM 58933Y105 1,167 15,089 SH   SOLE   15,089 0 0
MICRON TECHNOLOGY INC COM 595112103 1,962 22,042 SH   SOLE   22,042 0 0
MICROSOFT CORP COM 594918104 792 3,323 SH   SOLE   3,323 0 0
NETAPP INC COM 64110D104 1,162 15,793 SH   SOLE   15,793 0 0
NEWMONT CORP COM 651639106 2,451 40,376 SH   SOLE   40,376 0 0
NUTANIX INC CL A 67059N108 1,766 66,246 SH   SOLE   66,246 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 2,093 8,701 SH   SOLE   8,701 0 0
ON SEMICONDUCTOR CORP COM 682189105 14,459 345,163 SH   SOLE   345,163 0 0
ORACLE CORP COM 68389X105 1,002 14,202 SH   SOLE   14,202 0 0
PALO ALTO NETWORKS INC COM 697435105 844 2,599 SH   SOLE   2,599 0 0
PAYCOM SOFTWARE INC COM 70432V102 406 1,084 SH   SOLE   1,084 0 0
PEGASYSTEMS INC COM 705573103 836 7,268 SH   SOLE   7,268 0 0
PRICE T ROWE GROUP INC COM 74144T108 1,173 6,798 SH   SOLE   6,798 0 0
PROGRESS SOFTWARE CORP COM 743312100 852 19,154 SH   SOLE   19,154 0 0
PURE STORAGE INC CL A 74624M102 1,726 79,287 SH   SOLE   79,287 0 0
QUALCOMM INC COM 747525103 399 3,001 SH   SOLE   3,001 0 0
QUANTA SVCS INC COM 74762E102 2,171 24,511 SH   SOLE   24,511 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 1,932 24,951 SH   SOLE   24,951 0 0
REALTY INCOME CORP COM 756109104 984 15,406 SH   SOLE   15,406 0 0
REGENERON PHARMACEUTICALS COM 75886F107 1,744 3,668 SH   SOLE   3,668 0 0
RH COM 74967X103 1,349 2,234 SH   SOLE   2,234 0 0
SAP SE SPON ADR 803054204 1,131 9,223 SH   SOLE   9,223 0 0
SCHWAB CHARLES CORP COM 808513105 2,412 36,967 SH   SOLE   36,967 0 0
SIMON PPTY GROUP INC NEW COM 828806109 2,437 21,217 SH   SOLE   21,217 0 0
SKECHERS U S A INC CL A 830566105 1,497 35,602 SH   SOLE   35,602 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 2,090 11,306 SH   SOLE   11,306 0 0
SMARTSHEET INC COM CL A 83200N103 619 9,671 SH   SOLE   9,671 0 0
SONOS INC COM 83570H108 704 18,629 SH   SOLE   18,629 0 0
SPLUNK INC COM 848637104 800 5,870 SH   SOLE   5,870 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 1,361 5,031 SH   SOLE   5,031 0 0
STITCH FIX INC COM CL A 860897107 441 8,909 SH   SOLE   8,909 0 0
STORE CAP CORP COM 862121100 648 19,292 SH   SOLE   19,292 0 0
SUMO LOGIC INC COM 86646P103 649 34,692 SH   SOLE   34,692 0 0
SUPERNUS PHARMACEUTICALS INC COM 868459108 316 11,890 SH   SOLE   11,890 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 2,061 17,434 SH   SOLE   17,434 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 893 5,031 SH   SOLE   5,031 0 0
TANGER FACTORY OUTLET CTRS I COM 875465106 704 45,436 SH   SOLE   45,436 0 0
TELADOC HEALTH INC COM 87918A105 1,207 6,594 SH   SOLE   6,594 0 0
TESLA INC COM 88160R101 5,160 7,685 SH   SOLE   7,685 0 0
THE TRADE DESK INC COM CL A 88339J105 1,411 2,130 SH   SOLE   2,130 0 0
TWITTER INC COM 90184L102 2,430 37,998 SH   SOLE   37,998 0 0
UBIQUITI INC COM 90353W103 2,022 6,658 SH   SOLE   6,658 0 0
UNDER ARMOUR INC CL A 904311107 219 11,817 SH   SOLE   11,817 0 0
UNION PAC CORP COM 907818108 265 1,200 SH   SOLE   1,200 0 0
UNITED RENTALS INC COM 911363109 5,674 17,082 SH   SOLE   17,082 0 0
UNITEDHEALTH GROUP INC COM 91324P102 1,929 5,165 SH   SOLE   5,165 0 0
UNITY SOFTWARE INC COM 91332U101 237 2,349 SH   SOLE   2,349 0 0
VAIL RESORTS INC COM 91879Q109 2,250 7,663 SH   SOLE   7,663 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 766 13,165 SH   SOLE   13,165 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 1,191 5,523 SH   SOLE   5,523 0 0
VISA INC COM CL A 92826C839 2,090 9,830 SH   SOLE   9,830 0 0
VMWARE INC CL A COM 928563402 1,361 8,989 SH   SOLE   8,989 0 0
WABTEC COM 929740108 1,247 15,695 SH   SOLE   15,695 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 450 13,037 SH   SOLE   13,037 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 760 3,309 SH   SOLE   3,309 0 0
WORKDAY INC CL A 98138H101 1,172 4,657 SH   SOLE   4,657 0 0
XILINX INC COM 983919101 747 5,986 SH   SOLE   5,986 0 0
YEXT INC COM 98585N106 1,026 69,726 SH   SOLE   69,726 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 2,730 20,922 SH   SOLE   20,922 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 430 1,325 SH   SOLE   1,325 0 0
ZSCALER INC COM 98980G102 651 3,771 SH   SOLE   3,771 0 0
ZUORA INC COM CL A 98983V106 1,003 67,610 SH   SOLE   67,610 0 0
ZYNGA INC CL A 98986T108 522 50,863 SH   SOLE   50,863 0 0