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
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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 Inc COM 00724F101 74,208 156,106 SH   SOLE   156,106 0 0
Alphabet Inc CL A 02079K305 33,258 16,125 SH   SOLE   16,125 0 0
Amazon.com Inc COM 023135106 38,927 12,581 SH   SOLE   12,581 0 0
Atlassian Corp PLC CL A G06242104 17,672 83,850 SH   SOLE   83,850 0 0
Autodesk Inc COM 052769106 50,817 183,354 SH   SOLE   183,354 0 0
Black Knight Inc COM 09215C105 4,223 57,079 SH   SOLE   57,079 0 0
CME Group Inc COM 12572Q105 16,951 83,000 SH   SOLE   83,000 0 0
Facebook Inc CL A 30303M102 85,181 289,209 SH   SOLE   289,209 0 0
Intuit Inc COM 461202103 48,022 125,365 SH   SOLE   125,365 0 0
Masimo Corp COM 574795100 25,090 109,250 SH   SOLE   109,250 0 0
Mastercard Inc CL A 57636Q104 57,965 162,800 SH   SOLE   162,800 0 0
Microsoft Corp COM 594918104 90,331 383,130 SH   SOLE   383,130 0 0
Okta Inc CL A 679295105 21,426 97,200 SH   SOLE   97,200 0 0
PayPal Holdings Inc COM 70450Y103 33,452 137,755 SH   SOLE   137,755 0 0
salesforce.com Inc COM 79466L302 30,335 143,176 SH   SOLE   143,176 0 0
Stryker Corp COM 863667101 42,919 176,200 SH   SOLE   176,200 0 0
Veeva Systems Inc COM 922475108 14,368 55,000 SH   SOLE   55,000 0 0
Visa Inc CL A 92826C839 72,782 343,750 SH   SOLE   343,750 0 0