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 20,998 44,172 SH   SOLE   0 0 44,172
ALPHABET INC CAP STK CL A COM 02079K305 50 24 SH   SOLE   0 0 24
ALPHABET INC CAP STK CL C COM 02079K107 23,433 11,328 SH   SOLE   0 0 11,328
AMAZON COM INC COM COM 023135106 68 22 SH   SOLE   0 0 22
ANSYS INC COM COM 03662Q105 1 3 SH   SOLE   0 0 3
COSTAR GROUP INC COM COM 22160N109 13,487 16,410 SH   SOLE   0 0 16,410
DIGITAL TURBINE INC COM NEW COM 25400W102 17,018 211,777 SH   SOLE   0 0 211,777
DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES ETF 25459Y207 153 1,991 SH   SOLE   0 0 1,991
ETFMG PRIME MOBILE PAYMENTS ETF ETF 26924G409 1,510 22,612 SH   SOLE   0 0 22,612
IDEXX LABS INC COM COM 45168D104 18,374 37,550 SH   SOLE   0 0 37,550
INOVALON HLDGS INC COM CL A COM 45781D101 17,807 618,711 SH   SOLE   0 0 618,711
INTUITIVE SURGICAL INC COM NEW COM 46120E602 18,629 25,210 SH   SOLE   0 0 25,210
INVESCO QQQ TRUST ETF 46090E103 3,410 10,684 SH   SOLE   0 0 10,684
ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 297 2,613 SH   SOLE   0 0 2,613
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF ETF 464287515 1,366 4,001 SH   SOLE   0 0 4,001
ISHARES RUSSELL 1000 ETF ETF 464287622 9 40 SH   SOLE   0 0 40
ISHARES RUSSELL 2000 ETF ETF 464287655 121 548 SH   SOLE   0 0 548
ISHARES RUSSELL MID-CAP ETF ETF 464287499 110 1,490 SH   SOLE   0 0 1,490
ISHARES RUSSELL MID-CAP VALUE ETF ETF 464287473 7 60 SH   SOLE   0 0 60
ISHARES U.S. MEDICAL DEVICES ETF ETF 464288810 1,822 5,515 SH   SOLE   0 0 5,515
ISHARES U.S. TREASURY BOND ETF ETF 46429B267 4 141 SH   SOLE   0 0 141
KINDER MORGAN INC DEL COM COM 49456B101 17 1,000 SH   SOLE   0 0 1,000
MASTERCARD INCORPORATED CL A COM 57636Q104 27,305 76,687 SH   SOLE   0 0 76,687
MICROSOFT CORP COM COM 594918104 21,938 93,047 SH   SOLE   0 0 93,047
MONGODB INC CL A COM 60937P106 11,338 42,397 SH   SOLE   0 0 42,397
NUVEEN PFD & INCM SECURTIES FD COM COM 67072C105 10 1,021 SH   SOLE   0 0 1,021
ROKU INC COM CL A COM 77543R102 20,797 63,838 SH   SOLE   0 0 63,838
SCHWAB U.S. SMALL-CAP ETF ETF 808524607 29 286 SH   SOLE   0 0 286
SCHWAB US DIVIDEND EQUITY ETF ETF 808524797 49 669 SH   SOLE   0 0 669
SERVICENOW INC COM COM 81762P102 22,035 44,060 SH   SOLE   0 0 44,060
SHOPIFY INC CL A COM 82509L107 12,044 10,885 SH   SOLE   0 0 10,885
SPDR S&P 500 ETF ETF 78462F103 4,190 10,573 SH   SOLE   0 0 10,573
TELADOC HEALTH INC COM COM 87918A105 16,837 92,639 SH   SOLE   0 0 92,639
TYLER TECHNOLOGIES INC COM COM 902252105 18,622 43,866 SH   SOLE   0 0 43,866
VANGUARD REAL ESTATE ETF ETF 922908553 131 1,428 SH   SOLE   0 0 1,428
VANGUARD S&P 500 ETF ETF 922908363 177 487 SH   SOLE   0 0 487
VEEVA SYS INC CL A COM COM 922475108 16,983 65,010 SH   SOLE   0 0 65,010
VIRTU FINL INC CL A COM 928254101 11,530 371,333 SH   SOLE   0 0 371,333
VISA INC COM CL A COM 92826C839 22,933 108,311 SH   SOLE   0 0 108,311