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 COM 00724F101 7,278 16,719 SH   SOLE   16,719 0 0
AIR LEASE CL A 00912X302 3,904 133,300 SH   SOLE   133,300 0 0
ALNYLAM PHARMACEUTICALS COM 02043Q107 3,953 26,690 SH   SOLE   26,690 0 0
ALPHABET CL A 02079K305 899 634 SH   SOLE   634 0 0
APPLE COM 037833100 4,092 11,218 SH   SOLE   11,218 0 0
ATLASSIAN CL A G06242104 1,211 6,718 SH   SOLE   6,718 0 0
AVALONBAY COMMUNITIES REIT COM 053484101 635 4,109 SH   SOLE   4,109 0 0
BANK OF COMMERCE HOLDINGS COM 06424J103 76 10,000 SH   SOLE   10,000 0 0
BROOKFIELD ASSET MANAGEMENT CL A 112585104 296 9,000 SH   SOLE   9,000 0 0
BROWN FORMAN CORP CL B 115637209 144 2,264 SH   SOLE   2,264 0 0
CADENCE DESIGN SYSTEM COM 127387108 768 8,008 SH   SOLE   8,008 0 0
CBIZ COM 124805102 300 12,500 SH   SOLE   12,500 0 0
CERIDIAN HCM HOLDING COM 15677J108 1,120 14,126 SH   SOLE   14,126 0 0
CLOROX CO DEL COM 189054109 4,569 20,829 SH   SOLE   20,829 0 0
COSTCO WHOLESALE COM 22160K105 3,089 10,187 SH   SOLE   10,187 0 0
COUPA SOFTWARE INC COM 22266L106 174 628 SH   SOLE   628 0 0
DEERE COM 244199105 4,755 30,256 SH   SOLE   30,256 0 0
Delta Air Lines, Inc. COM 247361702 4,223 150,552 SH   SOLE   150,552 0 0
DOCUSIGN COM 256163106 1,144 6,644 SH   SOLE   6,644 0 0
DOMO INC COM CL B 257554105 167 5,179 SH   SOLE   5,179 0 0
DYNATRACE COM 268150109 853 21,007 SH   SOLE   21,007 0 0
EOG RESOURCES COM 26875P101 1,986 39,200 SH   SOLE   39,200 0 0
EQUITY RESIDENTIAL REIT COM 29476L107 620 10,538 SH   SOLE   10,538 0 0
EXXON MOBIL CORP COM 30231G102 32 715 SH   SOLE   715 0 0
FACEBOOK CL A 30303M102 813 3,579 SH   SOLE   3,579 0 0
FORTINET COM 34959E109 1,360 9,909 SH   SOLE   9,909 0 0
GUIDEWIRE SOFTWARE COM 40171V100 4,969 44,827 SH   SOLE   44,827 0 0
HEALTH CATALYST COM 42225T107 151 5,181 SH   SOLE   5,181 0 0
HUBSPOT ORD COM 443573100 7,804 34,787 SH   SOLE   34,787 0 0
INTUIT COM 461202103 5,264 17,772 SH   SOLE   17,772 0 0
JARDINE STRATEGIC HOLDINGS COM G50764102 19 900 SH   SOLE   900 0 0
LULULEMON ATHLETICA COM 550021109 626 2,006 SH   SOLE   2,006 0 0
MASTERCARD CL A 57636Q104 4,097 13,855 SH   SOLE   13,855 0 0
MICROSOFT COM 594918104 1,082 5,317 SH   SOLE   5,317 0 0
MONGODB CL A 60937P106 167 740 SH   SOLE   740 0 0
NOVO NORDISK A S ADR 670100205 3,471 53,015 SH   SOLE   53,015 0 0
NVIDIA COM 67066G104 1,251 3,292 SH   SOLE   3,292 0 0
OSHKOSH COM 688239201 601 8,391 SH   SOLE   8,391 0 0
PAYCOM SOFTWARE COM 70432V102 686 2,215 SH   SOLE   2,215 0 0
REGENERON PHARMACEUTICALS COM 75886F107 6,190 9,925 SH   SOLE   9,925 0 0
RINGCENTRAL CL A 76680R206 1,589 5,574 SH   SOLE   5,574 0 0
SAILPOINT TECHNLGIES HLDGS I COM 78781P105 163 6,174 SH   SOLE   6,174 0 0
SALESFORCE.COM COM 79466L302 1,271 6,787 SH   SOLE   6,787 0 0
SAP SE SPON ADR 803054204 1,380 9,859 SH   SOLE   9,859 0 0
SHAKE SHACK CL A 819047101 5,417 102,252 SH   SOLE   102,252 0 0
SLACK TECHNOLOGIES COM CL A 83088V102 148 4,748 SH   SOLE   4,748 0 0
SOUTHWEST AIRLINES COM 844741108 515 15,053 SH   SOLE   15,053 0 0
SPLUNK COM 848637104 740 3,723 SH   SOLE   3,723 0 0
STITCH FIX CL A 860897107 3,484 139,700 SH   SOLE   139,700 0 0
TESLA COM 88160R101 11,753 10,884 SH   SOLE   10,884 0 0
TEXAS PACIFIC LAND COM 882610108 2,705 4,548 SH   SOLE   4,548 0 0
TRIMAS COM 896215209 216 9,000 SH   SOLE   9,000 0 0
TRUPANION COM 898202106 5,471 128,150 SH   SOLE   128,150 0 0
VMWARE CL A 928563402 4,860 31,381 SH   SOLE   31,381 0 0
WD-40 COM 929236107 2,319 11,696 SH   SOLE   11,696 0 0
YEXT COM 98585N106 155 9,315 SH   SOLE   9,315 0 0
ZENDESK COM 98936J101 491 5,549 SH   SOLE   5,549 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 159 628 SH   SOLE   628 0 0
ZSCALER COM 98980G102 1,350 12,327 SH   SOLE   12,327 0 0