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

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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
ABBOTT LABS COM 002824100 512 5,899 SH   SOLE   5,899 0 0
ADOBE INC COM 00724F101 4,440 13,463 SH   SOLE   13,463 0 0
ADVANCED MICRO DEVICES INC COM 007903107 6,615 144,236 SH   SOLE   144,236 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 720 23,067 SH   SOLE   23,067 0 0
APPLE INC COM 037833100 4,157 14,155 SH   SOLE   14,155 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 490 9,831 SH   SOLE   9,831 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 369 2,167 SH   SOLE   2,167 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 560 10,002 SH   SOLE   10,002 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 3,658 56,982 SH   SOLE   56,982 0 0
BROADCOM INC COM 11135F101 3,597 11,381 SH   SOLE   11,381 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 320 2,219 SH   SOLE   2,219 0 0
CDW CORP COM 12514G108 598 4,186 SH   SOLE   4,186 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 4,370 9,008 SH   SOLE   9,008 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 4,282 5,115 SH   SOLE   5,115 0 0
CORESITE RLTY CORP COM 21870Q105 385 3,430 SH   SOLE   3,430 0 0
COSTAR GROUP INC COM 22160N109 3,699 6,182 SH   SOLE   6,182 0 0
COUPA SOFTWARE INC COM 22266L106 627 4,288 SH   SOLE   4,288 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 510 4,374 SH   SOLE   4,374 0 0
DEXCOM INC COM 252131107 706 3,226 SH   SOLE   3,226 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 4,696 20,129 SH   SOLE   20,129 0 0
FACEBOOK INC CL A 30303M102 3,862 18,816 SH   SOLE   18,816 0 0
FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 33734X192 203 3,358 SH   SOLE   3,358 0 0
IDEXX LABS INC COM 45168D104 4,038 15,464 SH   SOLE   15,464 0 0
INSULET CORP COM 45784P101 794 4,640 SH   SOLE   4,640 0 0
INTUIT COM 461202103 3,411 13,023 SH   SOLE   13,023 0 0
ISHARES TR MRNGSTR LG-CP GR 464287119 546 2,599 SH   SOLE   2,599 0 0
KLA CORPORATION COM NEW 482480100 1,839 10,324 SH   SOLE   10,324 0 0
LAM RESEARCH CORP COM 512807108 2,041 6,981 SH   SOLE   6,981 0 0
LOWES COS INC COM 548661107 459 3,835 SH   SOLE   3,835 0 0
LUCKIN COFFEE INC SPONSORED ADS 54951L109 486 12,359 SH   SOLE   12,359 0 0
LULULEMON ATHLETICA INC COM 550021109 963 4,155 SH   SOLE   4,155 0 0
MASTERCARD INC CL A 57636Q104 5,017 16,801 SH   SOLE   16,801 0 0
MICROSOFT CORP COM 594918104 839 5,322 SH   SOLE   5,322 0 0
MONOLITHIC PWR SYS INC COM 609839105 578 3,248 SH   SOLE   3,248 0 0
NETEASE INC SPONSORED ADS 64110W102 648 2,113 SH   SOLE   2,113 0 0
NEXTERA ENERGY INC COM 65339F101 490 2,023 SH   SOLE   2,023 0 0
NIKE INC CL B 654106103 329 3,243 SH   SOLE   3,243 0 0
NORTHROP GRUMMAN CORP COM 666807102 365 1,062 SH   SOLE   1,062 0 0
PAYPAL HLDGS INC COM 70450Y103 4,548 42,047 SH   SOLE   42,047 0 0
PROSHARES TR SHRT HGH YIELD 74347R131 224 10,887 SH   SOLE   10,887 0 0
ROKU INC COM CL A 77543R102 3,869 28,898 SH   SOLE   28,898 0 0
SERVICENOW INC COM 81762P102 5,196 18,404 SH   SOLE   18,404 0 0
VISA INC COM CL A 92826C839 4,785 25,463 SH   SOLE   25,463 0 0
ZEDGE INC CL B 98923T104 25 16,000 SH   SOLE   16,000 0 0
ZOETIS INC CL A 98978V103 598 4,517 SH   SOLE   4,517 0 0