The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
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 |
ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 17,414 | 123,496 | SH | SOLE | 123,496 | 0 | 0 | ||
ADOBE INC | COM | 00724F101 | 39,269 | 173,572 | SH | SOLE | 173,572 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 18,564 | 135,437 | SH | SOLE | 135,437 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 14,560 | 13,934 | SH | SOLE | 13,934 | 0 | 0 | ||
ALTABA INC | COM | 021346101 | 2,723 | 47,000 | SH | SOLE | 47,000 | 0 | 0 | ||
ALTERYX INC | COM CL A | 02156B103 | 4,923 | 82,775 | SH | SOLE | 82,775 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 43,818 | 29,174 | SH | SOLE | 29,174 | 0 | 0 | ||
ANSYS INC | COM | 03662Q105 | 572 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 552 | 3,500 | SH | SOLE | 3,500 | 0 | 0 | ||
APPLIED MATLS INC | COM | 038222105 | 1,146 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
ARISTA NETWORKS INC | COM | 040413106 | 1,590 | 7,544 | SH | SOLE | 7,544 | 0 | 0 | ||
AUTODESK INC | COM | 052769106 | 2,631 | 20,460 | SH | SOLE | 20,460 | 0 | 0 | ||
BIOGEN INC | COM | 09062X103 | 1,218 | 4,048 | SH | SOLE | 4,048 | 0 | 0 | ||
CATERPILLAR INC DEL | COM | 149123101 | 13,163 | 103,591 | SH | SOLE | 103,591 | 0 | 0 | ||
COGNEX CORP | COM | 192422103 | 406 | 10,500 | SH | SOLE | 10,500 | 0 | 0 | ||
DEERE & CO | COM | 244199105 | 10,026 | 67,214 | SH | SOLE | 67,214 | 0 | 0 | ||
DOMINOS PIZZA INC | COM | 25754A201 | 570 | 2,300 | SH | SOLE | 2,300 | 0 | 0 | ||
EOG RES INC | COM | 26875P101 | 14,406 | 165,182 | SH | SOLE | 165,182 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 210 | 1,600 | SH | SOLE | 1,600 | 0 | 0 | ||
FOMENTO ECONOMICO MEXICANO S | SPON ADR UNITS | 344419106 | 12,923 | 150,175 | SH | SOLE | 150,175 | 0 | 0 | ||
HONEYWELL INTL INC | COM | 438516106 | 312 | 2,360 | SH | SOLE | 2,360 | 0 | 0 | ||
ILLUMINA INC | COM | 452327109 | 2,379 | 7,931 | SH | SOLE | 7,931 | 0 | 0 | ||
INTERXION HOLDING N.V | SHS | N47279109 | 54,744 | 1,010,789 | SH | SOLE | 1,010,789 | 0 | 0 | ||
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 4,218 | 8,807 | SH | SOLE | 8,807 | 0 | 0 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 1,952 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
KORNIT DIGITAL LTD | SHS | M6372Q113 | 14,205 | 758,794 | SH | SOLE | 758,794 | 0 | 0 | ||
LAUDER ESTEE COS INC | CL A | 518439104 | 553 | 4,250 | SH | SOLE | 4,250 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 21,212 | 112,443 | SH | SOLE | 112,443 | 0 | 0 | ||
MATCH GROUP INC | COM | 57665R106 | 605 | 14,135 | SH | SOLE | 14,135 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 42,062 | 414,120 | SH | SOLE | 414,120 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 823 | 3,073 | SH | SOLE | 3,073 | 0 | 0 | ||
NIKE INC | CL B | 654106103 | 652 | 8,800 | SH | SOLE | 8,800 | 0 | 0 | ||
NUANCE COMMUNICATIONS INC | COM | 67020Y100 | 435 | 32,900 | SH | SOLE | 32,900 | 0 | 0 | ||
NVIDIA CORP | COM | 67066G104 | 16,212 | 121,439 | SH | SOLE | 121,439 | 0 | 0 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 267 | 3,650 | SH | SOLE | 3,650 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 630 | 3,345 | SH | SOLE | 3,345 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 1,545 | 18,375 | SH | SOLE | 18,375 | 0 | 0 | ||
PTC INC | COM | 69370C100 | 1,339 | 16,147 | SH | SOLE | 16,147 | 0 | 0 | ||
RALPH LAUREN CORP | CL A | 751212101 | 228 | 2,200 | SH | SOLE | 2,200 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 41,431 | 302,485 | SH | SOLE | 302,485 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 2,706 | 15,200 | SH | SOLE | 15,200 | 0 | 0 | ||
SPLUNK INC | COM | 848637104 | 2,091 | 19,939 | SH | SOLE | 19,939 | 0 | 0 | ||
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 207 | 1,825 | SH | SOLE | 1,825 | 0 | 0 | ||
SQUARE INC | CL A | 852234103 | 1,631 | 29,085 | SH | SOLE | 29,085 | 0 | 0 | ||
TABLEAU SOFTWARE INC | CL A | 87336U105 | 690 | 5,748 | SH | SOLE | 5,748 | 0 | 0 | ||
TERADYNE INC | COM | 880770102 | 678 | 21,600 | SH | SOLE | 21,600 | 0 | 0 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 20,486 | 91,543 | SH | SOLE | 91,543 | 0 | 0 | ||
TIFFANY & CO NEW | COM | 886547108 | 451 | 5,600 | SH | SOLE | 5,600 | 0 | 0 | ||
TRIMBLE INC | COM | 896239100 | 405 | 12,300 | SH | SOLE | 12,300 | 0 | 0 | ||
TWILIO INC | CL A | 90138F102 | 335 | 3,750 | SH | SOLE | 3,750 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 49,654 | 376,336 | SH | SOLE | 376,336 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 707 | 4,430 | SH | SOLE | 4,430 | 0 | 0 | ||
WORLDPAY INC | CL A | 981558109 | 24,472 | 320,187 | SH | SOLE | 320,187 | 0 | 0 | ||
XILINX INC | COM | 983919101 | 1,113 | 13,070 | SH | SOLE | 13,070 | 0 | 0 |