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
ENBRIDGE INC COM 29250N105 2,157 59,475 SH   SOLE   0 0 59,475
CISCO SYS INC COM 17275R102 2,214 41,000 SH   SOLE   0 0 41,000
MICROSOFT CORP COM 594918104 3,511 29,768 SH   SOLE   0 0 29,768
ALPHABET INC CAP STK CL C 02079K107 698 595 SH   SOLE   0 0 595
MEDTRONIC PLC SHS G5960L103 1,526 16,750 SH   SOLE   0 0 16,750
EXACT SCIENCES CORP COM 30063P105 2,350 27,125 SH   SOLE   0 0 27,125
AUTODESK INC COM 052769106 2,774 17,800 SH   SOLE   0 0 17,800
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3,386 18,560 SH   SOLE   0 0 18,560
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 692 12,500 SH   SOLE   0 0 12,500
HONEYWELL INTL INC COM 438516106 1,929 12,140 SH   SOLE   0 0 12,140
STRYKER CORP COM 863667101 2,647 13,400 SH   SOLE   0 0 13,400
CONSTELLATION BRANDS INC CL A 21036P108 2,638 15,044 SH   SOLE   0 0 15,044
FLEETCOR TECHNOLOGIES INC COM 339041105 3,841 15,575 SH   SOLE   0 0 15,575
PAYPAL HLDGS INC COM 70450Y103 3,666 35,303 SH   SOLE   0 0 35,303
CANOPY GROWTH CORP COM 138035100 1,475 34,000 SH   SOLE   0 0 34,000
DISNEY WALT CO COM DISNEY 254687106 2,050 18,463 SH   SOLE   0 0 18,463
SQUARE INC CL A 852234103 2,959 39,500 SH   SOLE   0 0 39,500
BOOKING HLDGS INC COM 09857L108 2,469 1,415 SH   SOLE   0 0 1,415
TYLER TECHNOLOGIES INC COM 902252105 3,585 17,539 SH   SOLE   0 0 17,539
MICROCHIP TECHNOLOGY INC COM 595017104 3,296 39,730 SH   SOLE   0 0 39,730
WEX INC COM 96208T104 4,052 21,105 SH   SOLE   0 0 21,105
CHEVRON CORP NEW COM 166764100 336 2,730 SH   SOLE   0 0 2,730
JPMORGAN CHASE & CO COM 46625H100 1,594 15,750 SH   SOLE   0 0 15,750
AMERICAN EXPRESS CO COM 025816109 3,716 34,000 SH   SOLE   0 0 34,000
DISCOVER FINL SVCS COM 254709108 3,695 51,926 SH   SOLE   0 0 51,926
SPDR SER TR PORTFOLIO SH TSR 78468R101 247 8,300 SH   SOLE   0 0 8,300
AMAZON COM INC COM 023135106 3,588 2,015 SH   SOLE   0 0 2,015
SALESFORCE COM INC COM 79466L302 1,425 9,000 SH   SOLE   0 0 9,000
GUARDANT HEALTH INC COM 40131M109 1,687 22,000 SH   SOLE   0 0 22,000
VISA INC COM CL A 92826C839 5,766 36,914 SH   SOLE   0 0 36,914
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 629 9,000 SH   SOLE   0 0 9,000
FISERV INC COM 337738108 1,845 20,902 SH   SOLE   0 0 20,902
ISHARES TR BARCLAYS 7 10 YR 464287440 1,419 13,300 SH   SOLE   0 0 13,300
PHILLIPS 66 COM 718546104 1,808 19,000 SH   SOLE   0 0 19,000
PEPSICO INC COM 713448108 480 3,917 SH   SOLE   0 0 3,917
JOHNSON & JOHNSON COM 478160104 509 3,640 SH   SOLE   0 0 3,640
PORTOLA PHARMACEUTICALS INC COM 737010108 2,691 77,549 SH   SOLE   0 0 77,549
NVIDIA CORP COM 67066G104 2,999 16,700 SH   SOLE   0 0 16,700
ALPHABET INC CAP STK CL A 02079K305 2,852 2,423 SH   SOLE   0 0 2,423
INTUITIVE SURGICAL INC COM NEW 46120E602 4,082 7,155 SH   SOLE   0 0 7,155
MASTERCARD INC CL A 57636Q104 4,819 20,466 SH   SOLE   0 0 20,466
ADOBE INC COM 00724F101 3,491 13,100 SH   SOLE   0 0 13,100
QUALCOMM INC COM 747525103 268 4,700 SH   SOLE   0 0 4,700
LOCKHEED MARTIN CORP COM 539830109 1,882 6,270 SH   SOLE   0 0 6,270
ABIOMED INC COM 003654100 2,713 9,500 SH   SOLE   0 0 9,500
GUIDEWIRE SOFTWARE INC COM 40171V100 2,925 30,100 SH   SOLE   0 0 30,100
ANSYS INC COM 03662Q105 404 2,212 SH   SOLE   0 0 2,212
APPLE INC COM 037833100 510 2,686 SH   SOLE   0 0 2,686