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 8,182 16,684 SH   SOLE   16,684 0 0
ALNYLAM PHARMACEUTICALS COM 02043Q107 3,886 26,690 SH   SOLE   26,690 0 0
ALPHABET CL A 02079K305 1,061 724 SH   SOLE   724 0 0
APPFOLIO COM CL A 03783C100 521 3,673 SH   SOLE   3,673 0 0
APPLE COM 037833100 4,896 42,276 SH   SOLE   42,276 0 0
ATLASSIAN CL A G06242104 677 3,723 SH   SOLE   3,723 0 0
AVALONBAY COMMUNITIES REIT COM 053484101 205 1,370 SH   SOLE   1,370 0 0
BANDWIDTH COM CL A 05988J103 5,252 30,084 SH   SOLE   30,084 0 0
BOX CL A 10316T104 201 11,550 SH   SOLE   11,550 0 0
BROOKFIELD ASSET MANAGEMENT CL A 112585104 298 9,000 SH   SOLE   9,000 0 0
BROWN FORMAN CORP CL B 115637209 718 9,533 SH   SOLE   9,533 0 0
CADENCE DESIGN SYSTEM COM 127387108 1,185 11,115 SH   SOLE   11,115 0 0
CBIZ COM 124805102 286 12,500 SH   SOLE   12,500 0 0
CERIDIAN HCM HOLDING COM 15677J108 4,670 56,502 SH   SOLE   56,502 0 0
CLOROX CO DEL COM 189054109 4,335 20,626 SH   SOLE   20,626 0 0
COSTCO WHOLESALE COM 22160K105 4,582 12,906 SH   SOLE   12,906 0 0
COUPA SOFTWARE INC COM 22266L106 1,052 3,837 SH   SOLE   3,837 0 0
DEERE COM 244199105 5,368 24,219 SH   SOLE   24,219 0 0
Delta Air Lines, Inc. COM 247361702 908 29,698 SH   SOLE   29,698 0 0
DOCUSIGN COM 256163106 1,237 5,749 SH   SOLE   5,749 0 0
DOMO INC COM CL B 257554105 246 6,422 SH   SOLE   6,422 0 0
DYNATRACE COM 268150109 995 24,260 SH   SOLE   24,260 0 0
EOG RESOURCES COM 26875P101 1,409 39,200 SH   SOLE   39,200 0 0
EQUITY RESIDENTIAL REIT COM 29476L107 191 3,712 SH   SOLE   3,712 0 0
EXXON MOBIL CORP COM 30231G102 25 715 SH   SOLE   715 0 0
FACEBOOK CL A 30303M102 1,190 4,542 SH   SOLE   4,542 0 0
FORTINET COM 34959E109 434 3,685 SH   SOLE   3,685 0 0
GUIDEWIRE SOFTWARE COM 40171V100 4,462 42,788 SH   SOLE   42,788 0 0
HEALTH CATALYST COM 42225T107 4,903 133,968 SH   SOLE   133,968 0 0
HUBSPOT ORD COM 443573100 10,490 35,897 SH   SOLE   35,897 0 0
INTUIT COM 461202103 5,187 15,901 SH   SOLE   15,901 0 0
LULULEMON ATHLETICA COM 550021109 1,159 3,519 SH   SOLE   3,519 0 0
MASTERCARD CL A 57636Q104 4,451 13,162 SH   SOLE   13,162 0 0
MICROSOFT COM 594918104 655 3,116 SH   SOLE   3,116 0 0
MONGODB CL A 60937P106 64 2,697 SH   SOLE   2,697 0 0
NOVO NORDISK A S ADR 670100205 3,681 53,015 SH   SOLE   53,015 0 0
NVIDIA COM 67066G104 1,468 2,713 SH   SOLE   2,713 0 0
PAGERDUTY COM 69553P100 5,008 184,713 SH   SOLE   184,713 0 0
PAYCOM SOFTWARE COM 70432V102 657 2,112 SH   SOLE   2,112 0 0
PAYLOCITY COM 70438V106 370 2,290 SH   SOLE   2,290 0 0
REGENERON PHARMACEUTICALS COM 75886F107 5,556 9,925 SH   SOLE   9,925 0 0
RINGCENTRAL CL A 76680R206 669 2,437 SH   SOLE   2,437 0 0
SAILPOINT TECHNLGIES HLDGS I COM 78781P105 1,452 36,701 SH   SOLE   36,701 0 0
SALESFORCE.COM COM 79466L302 1,496 5,954 SH   SOLE   5,954 0 0
SHAKE SHACK CL A 819047101 4,863 75,425 SH   SOLE   75,425 0 0
SLACK TECHNOLOGIES COM CL A 83088V102 928 34,544 SH   SOLE   34,544 0 0
SOUTHWEST AIRLINES COM 844741108 686 18,283 SH   SOLE   18,283 0 0
SPLUNK COM 848637104 203 1,078 SH   SOLE   1,078 0 0
STITCH FIX CL A 860897107 3,763 138,700 SH   SOLE   138,700 0 0
SVMK COM 78489X103 500 22,597 SH   SOLE   22,597 0 0
SYNOPSYS COM 871607107 192 899 SH   SOLE   899 0 0
TESLA COM 88160R101 12,902 30,075 SH   SOLE   30,075 0 0
TEXAS PACIFIC LAND COM 882610108 2,054 4,548 SH   SOLE   4,548 0 0
TRIMAS COM 896215209 205 9,000 SH   SOLE   9,000 0 0
TRUPANION COM 898202106 5,874 74,450 SH   SOLE   74,450 0 0
VMWARE CL A 928563402 4,409 30,690 SH   SOLE   30,690 0 0
WD-40 COM 929236107 2,187 11,550 SH   SOLE   11,550 0 0
WORKDAY CL A 98138H101 187 868 SH   SOLE   868 0 0
YEXT COM 98585N106 197 12,971 SH   SOLE   12,971 0 0
ZENDESK COM 98936J101 251 2,439 SH   SOLE   2,439 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 2,059 4,380 SH   SOLE   4,380 0 0
ZSCALER COM 98980G102 1,316 9,351 SH   SOLE   9,351 0 0