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
ALPHABET INC CAP STK CL A 02079K305 149,881 51,736 SH   SOLE NONE 51,736 0 0
APPLIED MATLS INC COM 038222105 131,358 834,758 SH   SOLE NONE 834,758 0 0
CHANGE HEALTHCARE INC COM 15912K100 6,540 305,872 SH   SOLE NONE 305,872 0 0
CYRUSONE INC COM 23283R100 7,015 78,193 SH   SOLE NONE 78,193 0 0
DOCUSIGN INC COM 256163106 29,342 192,649 SH   SOLE NONE 192,649 0 0
DOLLAR GEN CORP NEW COM 256677105 106,592 451,986 SH   SOLE NONE 451,986 0 0
KLA CORP COM NEW 482480100 45,675 106,193 SH   SOLE NONE 106,193 0 0
LAM RESEARCH CORP COM 512807108 103,263 143,591 SH   SOLE NONE 143,591 0 0
MAGELLAN HEALTH INC COM NEW 559079207 6,504 68,471 SH   SOLE NONE 68,471 0 0
MCAFEE CORP COM CL A 579063108 5,204 201,788 SH   SOLE NONE 201,788 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 7,476 135,141 SH   SOLE NONE 135,141 0 0
PNM RES INC COM 69349H107 6,923 151,788 SH   SOLE NONE 151,788 0 0
SAREPTA THERAPEUTICS INC COM 803607100 29,236 324,661 SH   SOLE NONE 324,661 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 34,053 155,070 SH   SOLE NONE 155,070 0 0
WELBILT INC COM 949090104 4,764 200,407 SH   SOLE NONE 200,407 0 0