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 00724F101 8,182 16,684 SH   SOLE   13,074 0 3,610
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 3,886 26,690 SH   SOLE   20,690 0 6,000
ALPHABET INC CAP STK CL A 02079K305 1,061 724 SH   SOLE   435 0 289
APPFOLIO INC COM CL A 03783C100 521 3,673 SH   SOLE   2,196 0 1,477
APPLE INC COM 037833100 4,896 42,276 SH   SOLE   31,372 0 10,904
ATLASSIAN CORP PLC CL A G06242104 677 3,723 SH   SOLE   2,190 0 1,533
AVALONBAY CMNTYS INC COM 053484101 205 1,370 SH   SOLE   806 0 564
BANDWIDTH INC COM CL A 05988J103 5,252 30,084 SH   SOLE   22,613 0 7,471
BOX INC CL A 10316T104 201 11,550 SH   SOLE   6,794 0 4,756
BROOKFIELD ASSET MANAGEMENT CL A CL A 112585104 298 9,000 SH   SOLE   9,000 0 0
BROWN FORMAN CORP CL B 115637209 718 9,533 SH   SOLE   5,608 0 3,925
CADENCE DESIGN SYSTEM INC DESIGN SYSTEMS COM 127387108 1,185 11,115 SH   SOLE   6,673 0 4,442
CBIZ INC COM 124805102 286 12,500 SH   SOLE   12,500 0 0
CERIDIAN HCM HLDG INC COM 15677J108 4,670 56,502 SH   SOLE   43,248 0 13,254
CLOROX CO DEL COM 189054109 4,335 20,626 SH   SOLE   16,241 0 4,385
COSTCO WHSL CORP NEW COM 22160K105 4,582 12,906 SH   SOLE   9,888 0 3,018
COUPA SOFTWARE INC COM 22266L106 1,052 3,837 SH   SOLE   2,294 0 1,543
DEERE & CO COM 244199105 5,368 24,219 SH   SOLE   18,717 0 5,502
DELTA AIR LINES INC DEL COM NEW 247361702 908 29,698 SH   SOLE   17,756 0 11,942
DOCUSIGN INC COM 256163106 1,237 5,749 SH   SOLE   3,447 0 2,302
DOMO INC COM CL B 257554105 246 6,422 SH   SOLE   3,778 0 2,644
DYNATRACE INC COM 268150109 995 24,260 SH   SOLE   14,504 0 9,756
EOG RES INC COM 26875P101 1,409 39,200 SH   SOLE   26,700 0 12,500
EQUITY RESIDENTIAL SH BEN INT 29476L107 191 3,712 SH   SOLE   2,184 0 1,528
EXXON MOBIL CORP COM 30231G102 25 715 SH   SOLE   715 0 0
FACEBOOK INC CL A 30303M102 1,190 4,542 SH   SOLE   2,738 0 1,804
FORTINET INC COM 34959E109 434 3,685 SH   SOLE   2,203 0 1,482
GUIDEWIRE SOFTWARE INC COM 40171V100 4,462 42,788 SH   SOLE   33,023 0 9,765
HEALTH CATALYST INC COM 42225T107 4,903 133,968 SH   SOLE   101,431 0 32,537
HUBSPOT INC COM 443573100 10,490 35,897 SH   SOLE   27,849 0 8,048
INTUIT COM 461202103 5,187 15,901 SH   SOLE   11,724 0 4,177
LULULEMON ATHLETICA INC COM 550021109 1,159 3,519 SH   SOLE   2,110 0 1,409
MASTERCARD INCORPORATED CL A 57636Q104 4,451 13,162 SH   SOLE   10,503 0 2,659
MICROSOFT CORP COM 594918104 655 3,116 SH   SOLE   1,833 0 1,283
MONGODB INC CL A 60937P106 624 2,697 SH   SOLE   1,612 0 1,085
NOVO NORDISK A S ADR 670100205 3,681 53,015 SH   SOLE   53,015 0 0
NVIDIA CORPORATION COM 67066G104 1,468 2,713 SH   SOLE   1,626 0 1,087
PAGERDUTY INC COM 69553P100 5,008 184,713 SH   SOLE   139,196 0 45,517
PAYCOM SOFTWARE INC COM 70432V102 657 2,112 SH   SOLE   1,269 0 843
PAYLOCITY HLDG CORP COM 70438V106 370 2,290 SH   SOLE   1,369 0 921
REGENERON PHARMACEUTICALS COM 75886F107 5,556 9,925 SH   SOLE   7,789 0 2,136
RINGCENTRAL INC CL A 76680R206 669 2,437 SH   SOLE   1,457 0 980
SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 1,452 36,701 SH   SOLE   22,042 0 14,659
SALESFORCE COM INC COM 79466L302 1,496 5,954 SH   SOLE   3,578 0 2,376
SHAKE SHACK INC CL A 819047101 4,863 75,425 SH   SOLE   57,925 0 17,500
SLACK TECHNOLOGIES INC COM CL A 83088V102 928 34,544 SH   SOLE   20,729 0 13,815
SOUTHWEST AIRLS CO COM 844741108 686 18,283 SH   SOLE   10,756 0 7,527
SPLUNK INC COM 848637104 203 1,078 SH   SOLE   634 0 444
STITCH FIX INC COM CL A 860897107 3,763 138,700 SH   SOLE   108,700 0 30,000
SVMK INC COM 78489X103 500 22,597 SH   SOLE   13,510 0 9,087
SYNOPSYS INC COM 871607107 192 899 SH   SOLE   537 0 362
TESLA INC COM 88160R101 12,902 30,075 SH   SOLE   23,075 0 7,000
TEXAS PACIFIC LAND CORPORATI COM 88262P102 2,054 4,548 SH   SOLE   3,048 0 1,500
TRIMAS CORP COM NEW 896215209 205 9,000 SH   SOLE   9,000 0 0
TRUPANION INC COM 898202106 5,874 74,450 SH   SOLE   58,450 0 16,000
VMWARE INC CL A COM 928563402 4,409 30,690 SH   SOLE   22,656 0 8,034
WD 40 CO COM 929236107 2,187 11,550 SH   SOLE   11,550 0 0
WORKDAY INC CL A 98138H101 187 868 SH   SOLE   519 0 349
YEXT INC COM 98585N106 197 12,971 SH   SOLE   7,630 0 5,341
ZENDESK INC COM 98936J101 251 2,439 SH   SOLE   1,434 0 1,005
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 2,059 4,380 SH   SOLE   2,641 0 1,739
ZSCALER INC COM 98980G102 1,316 9,351 SH   SOLE   5,618 0 3,733