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
ABBOTT LABORATIORIES COM 002824100 2,560 23,383 SH   SOLE   23,383 0 0
ABIOMED INC COM 003654100 4,284 13,215 SH   SOLE   13,215 0 0
ACADIA PHARMACEUTICALS INC COM 004225108 2,976 55,663 SH   SOLE   55,663 0 0
ADVANCED MICRO DEVICES INC COM 007903107 3,624 39,521 SH   SOLE   39,521 0 0
AGILENT TECHNOLOGIES COM 00846U101 2,397 20,226 SH   SOLE   20,226 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 971 9,246 SH   SOLE   9,246 0 0
ALARM COM HLDGS INC COM 011642105 3,046 29,441 SH   SOLE   29,441 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 960 7,390 SH   SOLE   7,390 0 0
ALPHABET INC CAP STK CL A 02079K305 624 356 SH   SOLE   356 0 0
AMAZON COM INC COM 023135106 3,179 976 SH   SOLE   976 0 0
APPLE INC COM 037833100 699 5,266 SH   SOLE   5,266 0 0
BEYOND MEAT INC COM 08862E109 403 3,226 SH   SOLE   3,226 0 0
BIO RAD LABS INC CL A 090572207 1,334 2,289 SH   SOLE   2,289 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 519 5,922 SH   SOLE   5,922 0 0
BIOTELEMETRY INC COM 090672106 941 13,053 SH   SOLE   13,053 0 0
BLACK KNIGHT INC COM 09215C105 2,955 33,441 SH   SOLE   33,441 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 755 6,732 SH   SOLE   6,732 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 1,187 13,618 SH   SOLE   13,618 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,234 14,582 SH   SOLE   14,582 0 0
CITRIX SYS INC COM 177376100 857 6,591 SH   SOLE   6,591 0 0
CLOUDFLARE INC CL A COM 18915M107 2,331 30,669 SH   SOLE   30,669 0 0
CORTEXYME INC COM 22053A107 528 19,003 SH   SOLE   19,003 0 0
CREE INC COM 225447101 1,012 9,553 SH   SOLE   9,553 0 0
CYMABAY THER REG COM 23257D103 505 87,981 SH   SOLE   87,981 0 0
DANAHER CORP COM 235851102 712 3,207 SH   SOLE   3,207 0 0
DATADOG INC CL A COM 23804L103 582 5,910 SH   SOLE   5,910 0 0
DEXCOM INC COM 252131107 997 2,697 SH   SOLE   2,697 0 0
DYNATRACE INC COM NEW 268150109 1,004 23,197 SH   SOLE   23,197 0 0
EVO PMTS INC CL A COM 26927E104 726 26,876 SH   SOLE   26,876 0 0
ECOLAB INC COM 278865100 653 3,016 SH   SOLE   3,016 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 2,301 25,225 SH   SOLE   25,225 0 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 1,086 12,120 SH   SOLE   12,120 0 0
ENPHASE ENERGY INC COM 29355A107 2,174 12,388 SH   SOLE   12,388 0 0
ESPERION THERAPEUTICS INC NE COM 29664W105 420 16,139 SH   SOLE   16,139 0 0
EVERBRIDGE INC COM 29978A104 3,171 21,269 SH   SOLE   21,269 0 0
EXELIXIS INC COM 30161Q104 2,069 103,080 SH   SOLE   103,080 0 0
FLIR SYS INC COM 302445101 516 11,773 SH   SOLE   11,773 0 0
FATE THERAPEUTICS INC COM 31189P102 2,128 23,407 SH   SOLE   23,407 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 750 5,304 SH   SOLE   5,304 0 0
FIRST SOLAR INC COM 336433107 665 6,719 SH   SOLE   6,719 0 0
FISERV INC COM 337738108 2,242 19,690 SH   SOLE   19,690 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 575 2,108 SH   SOLE   2,108 0 0
FORTINET INC COM 34959E109 3,270 22,017 SH   SOLE   22,017 0 0
GLOBAL PMTS INC COM 37940X102 3,513 16,309 SH   SOLE   16,309 0 0
GUARDANT HEALTH INC COM 40131M109 7,437 57,704 SH   SOLE   57,704 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 2,838 22,049 SH   SOLE   22,049 0 0
HEALTHEQUITY INC COM 42226A107 683 9,802 SH   SOLE   9,802 0 0
HENRY JACK & ASSOC INC COM 426281101 912 5,632 SH   SOLE   5,632 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 833 3,513 SH   SOLE   3,513 0 0
ILLUMINA INC COM 452327109 1,857 5,020 SH   SOLE   5,020 0 0
INSPIRE MED SYS INC COM 457730109 1,183 6,292 SH   SOLE   6,292 0 0
INSULET CORP COM 45784P101 5,701 22,300 SH   SOLE   22,300 0 0
INTUIT INC COM 461202103 2,794 7,356 SH   SOLE   7,356 0 0
IONIS PHARMACEUTICALS INC COM 462222100 442 7,817 SH   SOLE   7,817 0 0
IQVIA HOLDINGS INC COM 46266C105 649 3,622 SH   SOLE   3,622 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 4,157 90,735 SH   SOLE   90,735 0 0
LEIDOS HOLDINGS INC COM 525327102 1,198 11,394 SH   SOLE   11,394 0 0
MANTECH INTL CORP CL A 564563104 898 10,092 SH   SOLE   10,092 0 0
MICROSOFT CORP COM 594918104 724 3,257 SH   SOLE   3,257 0 0
MICRON TECHNOLOGY INC COM 595112103 2,810 37,381 SH   SOLE   37,381 0 0
MODERNA INC COM 60770K107 2,357 22,560 SH   SOLE   22,560 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 2,437 25,427 SH   SOLE   25,427 0 0
NVIDIA CORPORATION COM 67066G104 3,752 7,185 SH   SOLE   7,185 0 0
OKTA INC CL A 679295105 2,192 8,620 SH   SOLE   8,620 0 0
OMNICELL INC COM 68213N109 1,399 11,655 SH   SOLE   11,655 0 0
PALO ALTO NETWORKS INC COM 697435105 2,502 7,039 SH   SOLE   7,039 0 0
PAYPAL HLDGS INC COM 70450Y103 6,144 26,233 SH   SOLE   26,233 0 0
PROOFPOINT INC COM 743424103 795 5,828 SH   SOLE   5,828 0 0
RAYTHEON TECHNOLOGIES CORPORATION COM 75513E101 558 7,799 SH   SOLE   7,799 0 0
REGENERON PHARMACEUTICALS INC COM 75886F107 806 1,668 SH   SOLE   1,668 0 0
REGENXBIO INC COM 75901B107 2,157 47,563 SH   SOLE   47,563 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 836 11,498 SH   SOLE   11,498 0 0
SAREPTA THERAPEUTICS INC COM 803607100 875 5,132 SH   SOLE   5,132 0 0
SEATTLE GENETICS INC COM 81181C104 930 5,312 SH   SOLE   5,312 0 0
SERES THERAPEUTICS INC COM 81750R102 414 16,893 SH   SOLE   16,893 0 0
SHIFT4 PMTS INC CL A 82452J109 1,174 15,575 SH   SOLE   15,575 0 0
SHOCKWAVE MED INC COM 82489T104 2,549 24,577 SH   SOLE   24,577 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 3,377 10,581 SH   SOLE   10,581 0 0
SPLUNK INC COM 848637104 3,748 22,064 SH   SOLE   22,064 0 0
SQUARE INC CL A 852234103 4,944 22,718 SH   SOLE   22,718 0 0
SUNPOWER CORP COM 867652406 2,214 86,335 SH   SOLE   86,335 0 0
SUNRUN INC COM 86771W105 2,936 42,322 SH   SOLE   42,322 0 0
SYNOPSYS INC COM 871607107 1,926 7,428 SH   SOLE   7,428 0 0
TPI COMPOSITES INC COM 87266J104 863 16,352 SH   SOLE   16,352 0 0
TELADOC HEALTH INC COM 87918A105 3,673 18,367 SH   SOLE   18,367 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 2,471 6,304 SH   SOLE   6,304 0 0
TERADYNE INC COM 880770102 2,054 17,133 SH   SOLE   17,133 0 0
TESLA INC COM 88160R101 2,631 3,728 SH   SOLE   3,728 0 0
TETRA TECH INC NEW COM 88162G103 692 5,980 SH   SOLE   5,980 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 3,264 7,007 SH   SOLE   7,007 0 0
TRIMBLE INC COM 896239100 2,195 32,880 SH   SOLE   32,880 0 0
TWILIO INC CL A 90138F102 2,767 8,175 SH   SOLE   8,175 0 0
TWIST BIOSCIENCE CORPORATION COM 90184D100 1,082 7,658 SH   SOLE   7,658 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 2,443 17,646 SH   SOLE   17,646 0 0
VERISK ANLYTCS INC COM 92345Y106 1,914 9,220 SH   SOLE   9,220 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 2,732 11,560 SH   SOLE   11,560 0 0
VIRGIN GALACTIC HOLDINGS INC COM 92766K106 706 29,731 SH   SOLE   29,731 0 0
VISA INC COM CL A 92826C839 1,946 8,897 SH   SOLE   8,897 0 0
XILINX INC COM 983919101 2,352 16,589 SH   SOLE   16,589 0 0
XYLEM INC COM 98419M100 791 7,771 SH   SOLE   7,771 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 652 1,697 SH   SOLE   1,697 0 0
NIO INC SPON ADS 62914V106 3,092 63,442 SH   SOLE   63,442 0 0
LEXINFINTECH HLDGS LTD ADR 528877103 386 57,544 SH   SOLE   57,544 0 0
BIONTECH SE SPONSORED ADS 09075V102 974 11,950 SH   SOLE   11,950 0 0
BAIDU INC SPON ADR REP A 056752108 823 3,804 SH   SOLE   3,804 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 3,436 47,794 SH   SOLE   47,794 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3,333 14,323 SH   SOLE   14,323 0 0