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 6,872 14,457 SH   SOLE   14,457 0 0
ALNYLAM PHARMACEUTICALS COM 02043Q107 4,458 31,575 SH   SOLE   31,575 0 0
ALPHABET CL A 02079K305 1,054 511 SH   SOLE   511 0 0
APPLE COM 037833100 5,496 44,994 SH   SOLE   44,994 0 0
ASANA CL A 04342Y104 610 21,331 SH   SOLE   21,331 0 0
BOX CL A 10316T104 792 34,490 SH   SOLE   34,490 0 0
BROOKFIELD ASSET MANAGEMENT CL A 112585104 267 6,000 SH   SOLE   6,000 0 0
CADENCE DESIGN SYSTEMS COM 127387108 7,477 54,582 SH   SOLE   54,582 0 0
CERIDIAN HCM HOLDING COM 15677J108 4,446 52,757 SH   SOLE   52,757 0 0
CLOROX COM 189054109 4,525 23,462 SH   SOLE   23,462 0 0
COSTCO WHOLESALE COM 22160K105 6,945 19,704 SH   SOLE   19,704 0 0
COUPA SOFTWARE COM 22266L106 5,706 22,424 SH   SOLE   22,424 0 0
DEERE COM 244199105 7,539 20,150 SH   SOLE   20,150 0 0
DOCUSIGN COM 256163106 6,738 33,283 SH   SOLE   33,283 0 0
DOMO INC COM CL B 257554105 636 11,307 SH   SOLE   11,307 0 0
DYNATRACE COM 268150109 626 12,968 SH   SOLE   12,968 0 0
EOG RESOURCES COM 26875P101 5,322 73,375 SH   SOLE   73,375 0 0
EXXON MOBIL COM 30231G102 40 715 SH   SOLE   715 0 0
FACEBOOK CL A 30303M102 1,201 4,076 SH   SOLE   4,076 0 0
GUIDEWIRE SOFTWARE COM 40171V100 4,295 42,257 SH   SOLE   42,257 0 0
HEALTH CATALYST COM 42225T107 5,938 126,965 SH   SOLE   126,965 0 0
HUBSPOT COM 443573100 11,025 24,274 SH   SOLE   24,274 0 0
INTUIT COM 461202103 5,851 15,275 SH   SOLE   15,275 0 0
LULULEMON ATHLETICA COM 550021109 685 2,233 SH   SOLE   2,233 0 0
MASTERCARD CL A 57636Q104 3,820 10,730 SH   SOLE   10,730 0 0
MICROSOFT COM 594918104 1,079 4,575 SH   SOLE   4,575 0 0
MONGODB CL A 60937P106 547 2,044 SH   SOLE   2,044 0 0
NOVO NORDISK A S ADR 670100205 3,227 47,865 SH   SOLE   47,865 0 0
NVIDIA COM 67066G104 7,173 13,435 SH   SOLE   13,435 0 0
PAGERDUTY COM 69553P100 8,224 204,426 SH   SOLE   204,426 0 0
REGENERON PHARMACEUTICALS COM 75886F107 5,156 10,897 SH   SOLE   10,897 0 0
SAILPOINT TECHNOLOGIES HOLDINGS COM 78781P105 2,701 53,331 SH   SOLE   53,331 0 0
SALESFORCE COM 79466L302 1,078 5,088 SH   SOLE   5,088 0 0
SHAKE SHACK CL A 819047101 7,276 64,525 SH   SOLE   64,525 0 0
TESLA COM 88160R101 6,810 10,195 SH   SOLE   10,195 0 0
TEXAS PACIFIC LAND COM 88262P102 6,657 4,188 SH   SOLE   4,188 0 0
TRIMAS COM 896215209 182 6,000 SH   SOLE   6,000 0 0
TRUPANION COM 898202106 4,032 52,910 SH   SOLE   52,910 0 0
WD-40 COM 929236107 3,062 10,000 SH   SOLE   10,000 0 0
WIX COM LTD SHS M98068105 589 2,108 SH   SOLE   2,108 0 0
ZENDESK COM 98936J101 641 4,834 SH   SOLE   4,834 0 0
ZOOM VIDEO COMMUNICATIONS CL A 98980L101 6,216 19,348 SH   SOLE   19,348 0 0
ZSCALER COM 98980G102 2,757 16,060 SH   SOLE   16,060 0 0