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 INC COM 00724F101 3,152 9,557 SH   SOLE   9,557 0 0
ADVANCED MICRO DEVICES INC COM 007903107 789 17,200 SH   SOLE   17,200 0 0
ALIGN TECHNOLOGY INC COM 016255101 2,573 9,222 SH   SOLE   9,222 0 0
ALPHABET INC CAP STK CL A 02079K305 1,366 1,020 SH   SOLE   1,020 0 0
ALTERYX INC COM CL A 02156B103 2,308 23,061 SH   SOLE   23,061 0 0
AMAZON COM INC COM 023135106 5,769 3,122 SH   SOLE   3,122 0 0
AMETEK INC NEW COM 031100100 3,622 36,312 SH   SOLE   36,312 0 0
ANSYS INC COM 03662Q105 2,568 9,977 SH   SOLE   9,977 0 0
APPLE INC COM 037833100 5,088 17,327 SH   SOLE   17,327 0 0
BROOKS AUTOMATION INC COM 114340102 1,856 44,244 SH   SOLE   44,244 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 1,206 1,441 SH   SOLE   1,441 0 0
CINTAS CORP COM 172908105 4,079 15,160 SH   SOLE   15,160 0 0
COGNEX CORP COM 192422103 2,723 48,583 SH   SOLE   48,583 0 0
FACEBOOK INC CL A 30303M102 1,928 9,394 SH   SOLE   9,394 0 0
HONEYWELL INTL INC COM 438516106 4,046 22,856 SH   SOLE   22,856 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 4,752 8,038 SH   SOLE   8,038 0 0
IROBOT CORP COM 462726100 2,198 43,421 SH   SOLE   43,421 0 0
KLA CORPORATION COM NEW 482480100 912 5,117 SH   SOLE   5,117 0 0
LAM RESEARCH CORP COM 512807108 1,081 3,697 SH   SOLE   3,697 0 0
MASTERCARD INC CL A 57636Q104 5,577 18,678 SH   SOLE   18,678 0 0
MICROSOFT CORP COM 594918104 10,693 67,803 SH   SOLE   67,803 0 0
NICE LTD SPONSORED ADR 653656108 3,258 21,000 SH   SOLE   21,000 0 0
NVIDIA CORP COM 67066G104 3,182 13,524 SH   SOLE   13,524 0 0
OMNICELL INC COM 68213N109 3,431 41,989 SH   SOLE   41,989 0 0
PTC INC COM 69370C100 3,348 44,712 SH   SOLE   44,712 0 0
ROCKWELL AUTOMATION INC COM 773903109 3,336 16,459 SH   SOLE   16,459 0 0
S&P GLOBAL INC COM 78409V104 1,049 3,841 SH   SOLE   3,841 0 0
SERVICENOW INC COM 81762P102 3,111 11,021 SH   SOLE   11,021 0 0
SPLUNK INC COM 848637104 3,371 22,509 SH   SOLE   22,509 0 0
TERADYNE INC COM 880770102 1,864 27,339 SH   SOLE   27,339 0 0
VISA INC COM CL A 92826C839 4,152 22,095 SH   SOLE   22,095 0 0
XILINX INC COM 983919101 887 9,073 SH   SOLE   9,073 0 0