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 SYS INC COM 00724F101 14,607 141,889 SH   SOLE   141,889 0 0
ALPHABET INC CAP STK CL A 02079K305 11,094 14,000 SH   SOLE   14,000 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 14,411 205,806 SH   SOLE   205,806 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 16,087 637,848 SH   SOLE   637,848 0 0
CAVIUM INC COM 14964U108 31,801 509,310 SH   SOLE   509,310 0 0
COSTCO WHSL CORP NEW COM 22160K105 11,070 69,143 SH   SOLE   69,143 0 0
ELLIE MAE INC COM 28849P100 10,832 129,450 SH   SOLE   129,450 0 0
ENVISION HEALTHCARE CORP COM 29414D100 21,436 338,692 SH   SOLE   338,692 0 0
FACEBOOK INC CALL 30303M902 10,918 94,900 SH   SOLE   94,900 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 10,709 200,311 SH   SOLE   200,311 0 0
MASCO CORP COM 574599106 10,719 339,000 SH   SOLE   339,000 0 0
PAYLOCITY HLDG CORP COM 70438V106 12,425 414,042 SH   SOLE   414,042 0 0
SALESFORCE COM INC COM 79466L302 20,648 301,612 SH   SOLE   301,612 0 0
SERVICENOW INC COM 81762P102 29,442 396,051 SH   SOLE   396,051 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 25,575 342,559 SH   SOLE   342,559 0 0
SPLUNK INC COM 848637104 19,826 387,597 SH   SOLE   387,597 0 0
SPROUTS FMRS MKT INC COM 85208M102 18,630 984,649 SH   SOLE   984,649 0 0
WISDOMTREE INVTS INC COM 97717P104 7,163 643,000 SH   SOLE   643,000 0 0