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 8,511 14,533 SH   SOLE   10,321 0 4,212
ALPHABET INC CAP STK CL A 02079K305 1,258 515 SH   SOLE   262 0 253
AMAZON COM INC COM 023135106 929 270 SH   SOLE   138 0 132
APPLE INC COM 037833100 6,204 45,300 SH   SOLE   30,869 0 14,431
ASANA INC CL A 04342Y104 1,350 21,762 SH   SOLE   11,144 0 10,618
BOX INC CL A 10316T104 889 34,807 SH   SOLE   17,689 0 17,118
BROOKFIELD ASSET MANAGEMENT CL A CL A 112585104 306 6,000 SH   SOLE   6,000 0 0
BROOKFIELD ASSET MGMT REINS CL A EXCH LT VTG G16169107 2 41 SH   SOLE   41 0 0
CADENCE DESIGN SYSTEM INC DESIGN SYSTEMS COM 127387108 7,527 55,011 SH   SOLE   35,055 0 19,956
CERIDIAN HCM HLDG INC COM 15677J108 5,107 53,246 SH   SOLE   37,391 0 15,855
CLOROX CO DEL COM 189054109 4,299 23,897 SH   SOLE   16,147 0 7,750
COSTCO WHSL CORP NEW COM 22160K105 8,753 22,121 SH   SOLE   14,217 0 7,904
COUPA SOFTWARE INC COM 22266L106 9,311 35,522 SH   SOLE   27,257 0 8,265
DEERE & CO COM 244199105 7,067 20,036 SH   SOLE   15,030 0 5,006
DOCUSIGN INC COM 256163106 9,378 33,545 SH   SOLE   21,789 0 11,756
DOMO INC COM CL B 257554105 921 11,398 SH   SOLE   5,786 0 5,612
DYNATRACE INC COM 268150109 773 13,230 SH   SOLE   6,775 0 6,455
EOG RES INC COM 26875P101 6,152 73,725 SH   SOLE   59,191 0 14,534
EXXON MOBIL CORP COM 30231G102 45 715 SH   SOLE   715 0 0
FACEBOOK INC CL A 30303M102 1,431 4,115 SH   SOLE   2,091 0 2,024
HEALTH CATALYST INC COM 42225T107 7,092 127,758 SH   SOLE   88,758 0 39,000
HUBSPOT INC COM 443573100 14,120 24,232 SH   SOLE   17,688 0 6,544
INTUIT COM 461202103 7,533 15,369 SH   SOLE   10,531 0 4,838
LULULEMON ATHLETICA INC COM 550021109 831 2,277 SH   SOLE   1,166 0 1,111
MASTERCARD INCORPORATED CL A 57636Q104 3,946 10,808 SH   SOLE   8,553 0 2,255
MICROSOFT CORP COM 594918104 1,251 4,617 SH   SOLE   2,346 0 2,271
NOVO NORDISK A S ADR 670100205 4,039 48,212 SH   SOLE   48,184 0 28
NVIDIA CORPORATION COM 67066G104 10,823 13,527 SH   SOLE   8,729 0 4,798
PAGERDUTY INC COM 69553P100 8,760 205,729 SH   SOLE   139,116 0 66,613
REGENERON PHARMACEUTICALS COM 75886F107 6,118 10,954 SH   SOLE   7,948 0 3,006
SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 2,749 53,833 SH   SOLE   27,355 0 26,478
SALESFORCE COM INC COM 79466L302 1,254 5,135 SH   SOLE   2,609 0 2,526
SHAKE SHACK INC CL A 819047101 7,956 74,344 SH   SOLE   54,477 0 19,867
TESLA INC COM 88160R101 6,961 10,241 SH   SOLE   7,739 0 2,502
TEXAS INSTRS INC COM 882508104 4,371 22,732 SH   SOLE   16,722 0 6,010
TEXAS PACIFIC LAND CORPORATI COM 88262P102 6,330 3,957 SH   SOLE   2,705 0 1,252
TRIMAS CORP COM NEW 896215209 182 6,000 SH   SOLE   6,000 0 0
TRUPANION INC COM 898202106 7,016 60,958 SH   SOLE   40,933 0 20,025
ZENDESK INC COM 98936J101 711 4,926 SH   SOLE   2,488 0 2,438
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 7,549 19,505 SH   SOLE   12,619 0 6,886
ZSCALER INC COM 98980G102 3,501 16,204 SH   SOLE   8,232 0 7,972