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 8,600 14,938 SH   SOLE   14,938 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 6,137 32,501 SH   SOLE   32,501 0 0
ALPHABET INC CL A 02079K305 1,682 629 SH   SOLE   629 0 0
APPLE INC COM 037833100 6,837 48,319 SH   SOLE   48,319 0 0
ASANA INC CL A 04342Y104 2,626 25,285 SH   SOLE   25,285 0 0
ATLASSIAN CORP PLC CL A G06242104 1,991 5,087 SH   SOLE   5,087 0 0
BOX INC CL A 10316T104 548 23,155 SH   SOLE   23,155 0 0
BROOKFIELD ASSET MGMT REINS CL A EXCH LT VTG G16169107 2 41 SH   SOLE   41 0 0
BROOKFIELD ASSET MANAGEMENT CL A CL A 112585104 321 6,000 SH   SOLE   6,000 0 0
CADENCE DESIGN SYSTEM INC DESIGN SYSTEMS COM 127387108 9,887 65,287 SH   SOLE   65,287 0 0
CERIDIAN HCM HLDG INC COM 15677J108 5,846 51,907 SH   SOLE   51,907 0 0
CLOROX CO DEL COM 189054109 3,437 20,751 SH   SOLE   20,751 0 0
COSTCO WHSL CORP NEW COM 22160K105 7,777 17,308 SH   SOLE   17,308 0 0
COUPA SOFTWARE INC COM 22266L106 584 2,666 SH   SOLE   2,666 0 0
DEERE & CO COM 244199105 6,639 19,814 SH   SOLE   19,814 0 0
DOCUSIGN INC COM 256163106 9,348 36,314 SH   SOLE   36,314 0 0
DOMO INC COM CL B 257554105 536 6,346 SH   SOLE   6,346 0 0
DYNATRACE INC COM 268150109 1,867 26,313 SH   SOLE   26,313 0 0
EOG RES INC COM 26875P101 5,995 74,688 SH   SOLE   74,688 0 0
EXXON MOBIL CORP COM 30231G102 42 715 SH   SOLE   715 0 0
FACEBOOK INC CL A 30303M102 1,624 4,784 SH   SOLE   4,784 0 0
FIVERR INTL LTD ORD SHS M4R82T106 446 2,442 SH   SOLE   2,442 0 0
HEALTH CATALYST INC COM 42225T107 6,269 125,350 SH   SOLE   125,350 0 0
HUBSPOT INC COM 443573100 17,872 26,435 SH   SOLE   26,435 0 0
INTUIT COM 461202103 9,175 17,006 SH   SOLE   17,006 0 0
MASTERCARD INCORPORATED CL A 57636Q104 3,671 10,559 SH   SOLE   10,559 0 0
MICROSOFT CORP COM 594918104 1,686 5,979 SH   SOLE   5,979 0 0
NOVO NORDISK A S ADR 670100205 4,702 48,970 SH   SOLE   48,970 0 0
NVIDIA CORPORATION COM 67066G104 11,518 55,598 SH   SOLE   55,598 0 0
PAGERDUTY INC COM 69553P100 6,347 153,233 SH   SOLE   153,233 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 6,727 75,295 SH   SOLE   75,295 0 0
REGENERON PHARMACEUTICALS COM 75886F107 6,808 11,249 SH   SOLE   11,249 0 0
RLI CORP COM 749607107 4,360 43,486 SH   SOLE   43,486 0 0
SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 1,455 33,934 SH   SOLE   33,934 0 0
SALESFORCE COM INC COM 79466L302 1,918 7,072 SH   SOLE   7,072 0 0
SHAKE SHACK INC CL A 819047101 5,594 71,297 SH   SOLE   71,297 0 0
SPROUT SOCIAL INC COM CL A 85209W109 930 7,625 SH   SOLE   7,625 0 0
TESLA INC COM 88160R101 8,022 10,345 SH   SOLE   10,345 0 0
TEXAS INSTRS INC COM 882508104 4,549 23,665 SH   SOLE   23,665 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102 4,847 4,008 SH   SOLE   4,008 0 0
TRIMAS CORP COM 896215209 194 6,000 SH   SOLE   6,000 0 0
TRUPANION INC COM 898202106 4,857 62,533 SH   SOLE   62,533 0 0
ZENDESK INC COM 98936J101 528 4,540 SH   SOLE   4,540 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 6,254 23,916 SH   SOLE   23,916 0 0
ZSCALER INC COM 98980G102 5,061 19,302 SH   SOLE   19,302 0 0