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
ACTIVISION BLIZZARD INC COM 00507V109 7,786 131,032 SH   SOLE   0 0 0
ADOBE INC COM 00724F101 12,843 38,942 SH   SOLE   0 0 0
ALBANY INTL CORP COM 012348108 5,184 68,278 SH   SOLE   0 0 0
ALIBABA GROUP HLDG LTD COM 01609W102 7,352 34,663 SH   SOLE   0 0 0
ALPHABET INC COM 02079K305 6,313 4,713 SH   SOLE   0 0 0
ALPHABET INC COM 02079K107 5,656 4,230 SH   SOLE   0 0 0
AMAZON COM INC COM 023135106 15,259 8,258 SH   SOLE   0 0 0
AMERICAN TOWER CORP NEW COM 03027X100 4,423 19,244 SH   SOLE   0 0 0
Amerisourcebergen Corp. COM 002919959 301 3,536 SH   SOLE   0 0 0
ANALOG DEVICES INC COM 032654105 4,288 36,082 SH   SOLE   0 0 0
APPLE INC COM 037833100 1,752 5,966 SH   SOLE   0 0 0
BANK AMER CORP COM 060505104 3,251 92,319 SH   SOLE   0 0 0
BELLRING BRANDS INC COM 079823100 2,368 111,210 SH   SOLE   0 0 0
BERKSHIRE HATHAWAY INC DEL COM 084670702 322 1,422 SH   SOLE   0 0 0
Blackstone Group COM 09260d107 1,979 35,373 SH   SOLE   0 0 0
CELANESE CORP DEL COM 150870103 718 5,828 SH   SOLE   0 0 0
CHEVRON CORP NEW COM 166764100 1,018 8,446 SH   SOLE   0 0 0
CINTAS CORP COM 172908105 7,565 28,114 SH   SOLE   0 0 0
Citigroup COM 172967101 2,076 25,989 SH   SOLE   0 0 0
CONSTELLATION BRANDS INC COM 21036P108 3,019 15,912 SH   SOLE   0 0 0
COSTCO WHSL CORP NEW COM 22160K105 7,551 25,690 SH   SOLE   0 0 0
FACEBOOK INC COM 30303M102 10,224 49,813 SH   SOLE   0 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 6,841 49,183 SH   SOLE   0 0 0
HERON THERAPEUTICS INC COM 427746102 1,869 79,514 SH   SOLE   0 0 0
HOME DEPOT INC COM 437076102 5,603 25,655 SH   SOLE   0 0 0
ILLUMINA INC COM 452327109 11,604 34,978 SH   SOLE   0 0 0
INSULET CORP COM 45784P101 8,118 47,418 SH   SOLE   0 0 0
IQVIA HLDGS INC COM 46266C105 4,514 29,213 SH   SOLE   0 0 0
JPMORGAN CHASE & CO COM 46625H100 3,087 22,143 SH   SOLE   0 0 0
MERCK & CO INC COM 58933Y105 359 3,952 SH   SOLE   0 0 0
MICROSOFT CORP COM 594918104 11,945 75,744 SH   SOLE   0 0 0
MORGAN STANLEY COM 617446448 617 12,066 SH   SOLE   0 0 0
Netflix Inc. COM 64110l106 9,270 28,650 SH   SOLE   0 0 0
NIKE INC COM 654106103 4,687 46,261 SH   SOLE   0 0 0
NVIDIA CORP COM 67066G104 9,677 41,127 SH   SOLE   0 0 0
OKTA INC COM 679295105 6,052 52,455 SH   SOLE   0 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 3,265 49,987 SH   SOLE   0 0 0
PAYPAL HLDGS INC COM 70450Y103 7,546 69,756 SH   SOLE   0 0 0
POOL CORPORATION COM 73278L105 2,690 12,666 SH   SOLE   0 0 0
PROCTER & GAMBLE CO COM 742718109 495 3,964 SH   SOLE   0 0 0
S&P GLOBAL INC COM 78409V104 352 1,290 SH   SOLE   0 0 0
SALESFORCE COM INC COM 79466L302 8,968 55,138 SH   SOLE   0 0 0
ServiceNow Inc. COM 81762p102 2,588 9,166 SH   SOLE   0 0 0
STITCH FIX INC COM 860897107 1,372 53,461 SH   SOLE   0 0 0
STRYKER CORP COM 863667101 1,697 8,085 SH   SOLE   0 0 0
SYNOPSYS INC COM 871607107 3,321 23,855 SH   SOLE   0 0 0
TELADOC HEALTH INC COM 87918A105 6,583 78,627 SH   SOLE   0 0 0
Tempur Sealy International Inc COM 88023u101 2,320 26,645 SH   SOLE   0 0 0
Tesla Motors Inc COM 88160r101 1,698 4,059 SH   SOLE   0 0 0
TJX COS INC NEW COM 872540109 1,326 21,720 SH   SOLE   0 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 10,719 32,995 SH   SOLE   0 0 0
UNITED RENTALS INC COM 911363109 2,642 15,841 SH   SOLE   0 0 0
UNITED TECHNOLOGIES CORP COM 913017109 654 4,365 SH   SOLE   0 0 0
Visa Inc. COM 92826c839 16,188 86,150 SH   SOLE   0 0 0
Zendesk Inc. COM 98936j101 4,154 54,210 SH   SOLE   0 0 0