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 SYSTEMS INCORPORATED COM COM 00724F101 21,530 43,049 SH   SOLE   0 0 43,049
ALPHABET INC CAP STK CL A COM 02079K305 60 34 SH   SOLE   0 0 34
ALPHABET INC CAP STK CL C COM 02079K107 20,078 11,461 SH   SOLE   0 0 11,461
AMAZON COM INC COM COM 023135106 85 26 SH   SOLE   0 0 26
ANSYS INC COM COM 03662Q105 1 3 SH   SOLE   0 0 3
COSTAR GROUP INC COM COM 22160N109 14,921 16,143 SH   SOLE   0 0 16,143
DIGITAL TURBINE INC COM NEW COM 25400W102 11,934 211,006 SH   SOLE   0 0 211,006
DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES ETF 25459Y207 150 1,991 SH   SOLE   0 0 1,991
ETFMG PRIME MOBILE PAYMENTS ETF ETF 26924G409 1,503 22,596 SH   SOLE   0 0 22,596
FLAHERTY & CRUMRINE PFD SECS I COM COM 338478100 7 280 SH   SOLE   0 0 280
FLAHERTY & CRUMRINE TOTAL RETU COM COM 338479108 7 305 SH   SOLE   0 0 305
HANCOCK JOHN PFD INCOME FD SH BEN INT COM 41013W108 7 332 SH   SOLE   0 0 332
IDEXX LABS INC COM COM 45168D104 21,260 42,531 SH   SOLE   0 0 42,531
INOVALON HLDGS INC COM CL A COM 45781D101 6,836 376,219 SH   SOLE   0 0 376,219
INTUITIVE SURGICAL INC COM NEW COM 46120E602 19,875 24,294 SH   SOLE   0 0 24,294
INVESCO QQQ TRUST ETF 46090E103 3,309 10,548 SH   SOLE   0 0 10,548
ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 194 1,641 SH   SOLE   0 0 1,641
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF ETF 464287515 1,360 3,842 SH   SOLE   0 0 3,842
ISHARES RUSSELL 2000 ETF ETF 464287655 102 521 SH   SOLE   0 0 521
ISHARES RUSSELL MID-CAP ETF ETF 464287499 95 1,390 SH   SOLE   0 0 1,390
ISHARES U.S. MEDICAL DEVICES ETF ETF 464288810 1,032 3,153 SH   SOLE   0 0 3,153
KINDER MORGAN INC DEL COM COM 49456B101 34 2,500 SH   SOLE   0 0 2,500
MASTERCARD INCORPORATED CL A COM 57636Q104 27,103 75,931 SH   SOLE   0 0 75,931
MICROSOFT CORP COM COM 594918104 20,879 93,873 SH   SOLE   0 0 93,873
MONGODB INC CL A COM 60937P106 20,375 56,749 SH   SOLE   0 0 56,749
NUVEEN PFD & INCM SECURTIES FD COM COM 67072C105 10 1,021 SH   SOLE   0 0 1,021
ROKU INC COM CL A COM 77543R102 24,961 75,178 SH   SOLE   0 0 75,178
SCHWAB U.S. SMALL-CAP ETF ETF 808524607 25 286 SH   SOLE   0 0 286
SCHWAB US DIVIDEND EQUITY ETF ETF 808524797 25 386 SH   SOLE   0 0 386
SERVICENOW INC COM COM 81762P102 24,035 43,665 SH   SOLE   0 0 43,665
SHOPIFY INC CL A COM 82509L107 12,265 10,835 SH   SOLE   0 0 10,835
SPDR S&P 500 ETF ETF 78462F103 3,979 10,643 SH   SOLE   0 0 10,643
TELADOC HEALTH INC COM COM 87918A105 25,919 129,622 SH   SOLE   0 0 129,622
TYLER TECHNOLOGIES INC COM COM 902252105 18,550 42,496 SH   SOLE   0 0 42,496
VANGUARD REAL ESTATE ETF ETF 922908553 121 1,428 SH   SOLE   0 0 1,428
VANGUARD S&P 500 ETF ETF 922908363 167 487 SH   SOLE   0 0 487
VEEVA SYS INC CL A COM COM 922475108 17,164 63,045 SH   SOLE   0 0 63,045
VISA INC COM CL A COM 92826C839 23,207 106,099 SH   SOLE   0 0 106,099