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 8,208 16,412 SH   SOLE   16,684 0 0
ALNYLAM PHARMACEUTICALS COM 02043Q107 4,104 31,575 SH   SOLE   26,690 0 0
ALPHABET CL A 02079K305 971 554 SH   SOLE   724 0 0
APPLE COM 037833100 5,409 40,764 SH   SOLE   3,673 0 0
ASANA CL A 04342Y104 499 16,891 SH   SOLE   42,276 0 0
ATLASSIAN CL A G06242104 979 4,186 SH   SOLE   3,723 0 0
BANDWIDTH COM CL A 05988J103 4,021 26,169 SH   SOLE   1,370 0 0
BOX CL A 10316T104 846 46,844 SH   SOLE   30,084 0 0
BROOKFIELD ASSET MANAGEMENT CL A CL A 112585104 371 9,000 SH   SOLE   11,550 0 0
CADENCE DESIGN SYSTEMS COM 127387108 5,456 39,989 SH   SOLE   9,000 0 0
CERIDIAN HCM HOLDING COM 15677J108 5,241 49,181 SH   SOLE   9,533 0 0
CLOROX COM 189054109 4,011 19,864 SH   SOLE   11,115 0 0
COSTCO WHOLESALE COM 22160K105 4,651 12,343 SH   SOLE   12,500 0 0
COUPA SOFTWARE COM 22266L106 3,105 9,161 SH   SOLE   56,502 0 0
DEERE COM 244199105 5,421 20,150 SH   SOLE   20,626 0 0
DOCUSIGN COM 256163106 2,132 9,592 SH   SOLE   12,906 0 0
DYNATRACE COM 268150109 870 20,108 SH   SOLE   3,837 0 0
EOG RESOURCES COM 26875P101 3,559 71,375 SH   SOLE   24,219 0 0
EXXON MOBIL COM 30231G102 29 715 SH   SOLE   29,698 0 0
FACEBOOK CL A 30303M102 872 3,192 SH   SOLE   5,749 0 0
GUIDEWIRE SOFTWARE COM 40171V100 5,234 40,661 SH   SOLE   6,422 0 0
HEALTH CATALYST COM 42225T107 5,494 126,210 SH   SOLE   24,260 0 0
HUBSPOT COM 443573100 10,311 26,010 SH   SOLE   39,200 0 0
INTUIT COM 461202103 5,598 14,737 SH   SOLE   3,712 0 0
LULULEMON ATHLETICA COM 550021109 856 2,460 SH   SOLE   715 0 0
MASTERCARD CL A 57636Q104 3,830 10,730 SH   SOLE   4,542 0 0
MICROSOFT COM 594918104 872 3,922 SH   SOLE   3,685 0 0
MONGODB CL A 60937P106 1,079 3,006 SH   SOLE   42,788 0 0
NOVO NORDISK A S ADR 670100205 3,239 46,365 SH   SOLE   133,968 0 0
NVIDIA COM 67066G104 5,776 11,060 SH   SOLE   35,897 0 0
PAGERDUTY COM 69553P100 8,506 203,978 SH   SOLE   15,901 0 0
RAPID COM 753422104 734 8,137 SH   SOLE   3,519 0 0
REGENERON PHARMACEUTICALS COM 75886F107 4,722 9,774 SH   SOLE   13,162 0 0
RENAISSANCERE COM G7496G103 3,631 21,895 SH   SOLE   3,116 0 0
SAILPOINT TECHNOLOGIES HOLDINGS COM 78781P105 2,588 48,611 SH   SOLE   2,697 0 0
SALESFORCE COM 79466L302 1,847 8,300 SH   SOLE   53,015 0 0
SHAKE SHACK CL A 819047101 5,267 62,125 SH   SOLE   2,713 0 0
SLACK TECHNOLOGIES COM CL A 83088V102 1,755 41,548 SH   SOLE   184,713 0 0
SPLUNK COM 848637104 393 2,315 SH   SOLE   2,112 0 0
STITCH FIX CL A 860897107 5,769 98,250 SH   SOLE   2,290 0 0
SYNOPSYS COM 871607107 966 3,726 SH   SOLE   9,925 0 0
TESLA COM 88160R101 7,194 10,195 SH   SOLE   2,437 0 0
TEXAS PACIFIC LAND COM 882610108 3,066 4,218 SH   SOLE   36,701 0 0
TRIMAS COM 896215209 285 9,000 SH   SOLE   5,954 0 0
TRUPANION COM 898202106 7,530 62,900 SH   SOLE   75,425 0 0
VMWARE CL A COM 928563402 4,096 29,202 SH   SOLE   34,544 0 0
WD-40 COM 929236107 2,584 9,725 SH   SOLE   18,283 0 0
ZENDESK COM 98936J101 692 4,834 SH   SOLE   1,078 0 0
ZOOM VIDEO COMMUNICATIONS CL A 98980L101 1,611 4,775 SH   SOLE   138,700 0 0
ZSCALER COM 98980G102 2,848 14,259 SH   SOLE   22,597 0 0