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 6,874 14,461 SH   SOLE   10,295 0 4,166
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 4,460 31,587 SH   SOLE   23,575 0 8,012
ALPHABET INC CAP STK CL A 02079K305 1,054 511 SH   SOLE   267 0 244
APPLE INC COM 037833100 5,498 45,008 SH   SOLE   30,745 0 14,263
ASANA INC CL A 04342Y104 610 21,331 SH   SOLE   11,144 0 10,187
BOX INC CL A 10316T104 792 34,490 SH   SOLE   18,019 0 16,471
BROOKFIELD ASSET MANAGEMENT CL A CL A 112585104 267 6,000 SH   SOLE   6,000 0 0
CADENCE DESIGN SYSTEM INC DESIGN SYSTEMS COM 127387108 7,479 54,596 SH   SOLE   35,061 0 19,535
CERIDIAN HCM HLDG INC COM 15677J108 4,447 52,776 SH   SOLE   37,076 0 15,700
CLOROX CO DEL COM 189054109 4,527 23,472 SH   SOLE   15,792 0 7,680
COSTCO WHSL CORP NEW COM 22160K105 6,947 19,709 SH   SOLE   12,723 0 6,986
COUPA SOFTWARE INC COM 22266L106 5,708 22,429 SH   SOLE   14,345 0 8,084
DEERE & CO COM 244199105 7,541 20,156 SH   SOLE   15,150 0 5,006
DOCUSIGN INC COM 256163106 6,740 33,292 SH   SOLE   21,799 0 11,493
DOMO INC COM CL B 257554105 636 11,307 SH   SOLE   5,907 0 5,400
DYNATRACE INC COM 268150109 626 12,968 SH   SOLE   6,775 0 6,193
EOG RES INC COM 26875P101 5,324 73,409 SH   SOLE   58,875 0 14,534
EXXON MOBIL CORP COM 30231G102 40 715 SH   SOLE   715 0 0
FACEBOOK INC CL A 30303M102 1,201 4,076 SH   SOLE   2,129 0 1,947
GUIDEWIRE SOFTWARE INC COM 40171V100 4,296 42,273 SH   SOLE   30,259 0 12,014
HEALTH CATALYST INC COM 42225T107 5,940 127,002 SH   SOLE   88,284 0 38,718
HUBSPOT INC COM 443573100 11,027 24,278 SH   SOLE   17,849 0 6,429
INTUIT COM 461202103 5,853 15,280 SH   SOLE   10,475 0 4,805
LULULEMON ATHLETICA INC COM 550021109 685 2,233 SH   SOLE   1,166 0 1,067
MASTERCARD INCORPORATED CL A 57636Q104 3,822 10,735 SH   SOLE   8,480 0 2,255
MICROSOFT CORP COM 594918104 1,079 4,575 SH   SOLE   2,390 0 2,185
MONGODB INC CL A 60937P106 547 2,044 SH   SOLE   1,068 0 976
NOVO NORDISK A S ADR 670100205 3,229 47,893 SH   SOLE   47,865 0 28
NVIDIA CORPORATION COM 67066G104 7,175 13,438 SH   SOLE   8,746 0 4,692
PAGERDUTY INC COM 69553P100 8,224 204,426 SH   SOLE   139,217 0 65,209
REGENERON PHARMACEUTICALS COM 75886F107 5,158 10,901 SH   SOLE   7,897 0 3,004
SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 2,701 53,331 SH   SOLE   27,863 0 25,468
SALESFORCE COM INC COM 79466L302 1,078 5,088 SH   SOLE   2,658 0 2,430
SHAKE SHACK INC CL A 819047101 7,278 64,541 SH   SOLE   49,525 0 15,016
TESLA INC COM 88160R101 6,811 10,197 SH   SOLE   7,695 0 2,502
TEXAS PACIFIC LAND CORPORATI COM 88262P102 6,660 4,190 SH   SOLE   2,688 0 1,502
TRIMAS CORP COM NEW 896215209 182 6,000 SH   SOLE   6,000 0 0
TRUPANION INC COM 898202106 4,033 52,926 SH   SOLE   40,410 0 12,516
WD 40 CO COM 929236107 3,064 10,006 SH   SOLE   10,000 0 6
WIX COM LTD SHS M98068105 589 2,108 SH   SOLE   1,101 0 1,007
ZENDESK INC COM 98936J101 641 4,834 SH   SOLE   2,488 0 2,346
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 6,218 19,352 SH   SOLE   12,623 0 6,729
ZSCALER INC COM 98980G102 2,757 16,060 SH   SOLE   8,391 0 7,669