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
AKAMAI TECHNOLOGIES INC COM 00971T101 2,131 24,671 SH   SOLE N/A 24,671 0 0
ALLOGENE THERAPEUTICS INC COM 019770106 1,959 75,418 SH   SOLE N/A 75,418 0 0
ALPHABET INC CAP STK CL A 02079K305 6,287 4,694 SH   SOLE N/A 4,694 0 0
ALTERYX INC COM CL A 02156B103 1,741 17,395 SH   SOLE N/A 17,395 0 0
AMAZON COM INC COM 023135106 9,175 4,965 SH   SOLE N/A 4,965 0 0
AMERESCO INC CL A 02361E108 2,282 130,392 SH   SOLE N/A 130,392 0 0
APPFOLIO INC COM CL A 03783C100 2,535 23,055 SH   SOLE N/A 23,055 0 0
APPLE INC COM 037833100 6,375 21,710 SH   SOLE N/A 21,710 0 0
ARISTA NETWORKS INC COM 040413106 2,254 11,082 SH   SOLE N/A 11,082 0 0
AVALARA INC COM 05338G106 1,751 23,904 SH   SOLE N/A 23,904 0 0
BLACKROCK INC COM 09247X101 2,240 4,455 SH   SOLE N/A 4,455 0 0
BOX INC CL A 10316T104 2,128 126,820 SH   SOLE N/A 126,820 0 0
CARGURUS INC COM CL A 141788109 2,597 73,811 SH   SOLE N/A 73,811 0 0
CATALYST PHARMACEUTICALS INC COM 14888U101 675 179,868 SH   SOLE N/A 179,868 0 0
CHEESECAKE FACTORY INC COM 163072101 2,085 53,659 SH   SOLE N/A 53,659 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 2,475 2,957 SH   SOLE N/A 2,957 0 0
CINTAS CORP COM 172908105 2,384 8,858 SH   SOLE N/A 8,858 0 0
CLEAN HARBORS INC COM 184496107 1,281 14,934 SH   SOLE N/A 14,934 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 1,716 26,076 SH   SOLE N/A 26,076 0 0
COHEN & STEERS INC COM 19247A100 1,803 28,731 SH   SOLE N/A 28,731 0 0
CONSTELLATION BRANDS INC CL A 21036P108 1,978 10,424 SH   SOLE N/A 10,424 0 0
CONSTRUCTION PARTNERS INC COM CL A 21044C107 550 32,622 SH   SOLE N/A 32,622 0 0
CONTINENTAL RESOURCES INC COM 212015101 2,006 58,496 SH   SOLE N/A 58,496 0 0
CORCEPT THERAPEUTICS INC COM 218352102 2,057 169,988 SH   SOLE N/A 169,988 0 0
COSTAR GROUP INC COM 22160N109 1,791 2,993 SH   SOLE N/A 2,993 0 0
DANAHER CORPORATION COM 235851102 2,303 15,005 SH   SOLE N/A 15,005 0 0
EAGLE PHARMACEUTICALS INC COM 269796108 2,026 33,725 SH   SOLE N/A 33,725 0 0
ENCORE WIRE CORP COM 292562105 1,086 18,923 SH   SOLE N/A 18,923 0 0
EPAM SYS INC COM 29414B104 2,224 10,484 SH   SOLE N/A 10,484 0 0
EURONET WORLDWIDE INC COM 298736109 2,083 13,221 SH   SOLE N/A 13,221 0 0
EXELIXIS INC COM 30161Q104 1,802 102,270 SH   SOLE N/A 102,270 0 0
FACEBOOK INC CL A 30303M102 6,788 33,073 SH   SOLE N/A 33,073 0 0
FEDEX CORP COM 31428X106 1,843 12,188 SH   SOLE N/A 12,188 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 2,440 20,772 SH   SOLE N/A 20,772 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 2,161 7,511 SH   SOLE N/A 7,511 0 0
FORTINET INC COM 34959E109 2,792 26,156 SH   SOLE N/A 26,156 0 0
GEO GROUP INC NEW COM 36162J106 2,317 139,485 SH   SOLE N/A 139,485 0 0
GLOBAL BLOOD THERAPEUTICS IN COM 37890U108 3,828 48,155 SH   SOLE N/A 48,155 0 0
GREEN DOT CORP CL A 39304D102 2,081 89,319 SH   SOLE N/A 89,319 0 0
GUARDANT HEALTH INC COM 40131M109 2,475 31,671 SH   SOLE N/A 31,671 0 0
HEALTHSTREAM INC COM 42222N103 2,071 76,154 SH   SOLE N/A 76,154 0 0
HUB GROUP INC CL A 443320106 1,054 20,540 SH   SOLE N/A 20,540 0 0
HUBSPOT INC COM 443573100 917 5,784 SH   SOLE N/A 5,784 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 2,342 9,336 SH   SOLE N/A 9,336 0 0
INSPERITY INC COM 45778Q107 2,175 25,283 SH   SOLE N/A 25,283 0 0
INTER PARFUMS INC COM 458334109 2,235 30,743 SH   SOLE N/A 30,743 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 2,362 25,524 SH   SOLE N/A 25,524 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 2,967 5,019 SH   SOLE N/A 5,019 0 0
IONIS PHARMACEUTICALS INC COM 462222100 4,074 67,433 SH   SOLE N/A 67,433 0 0
IPG PHOTONICS CORP COM 44980X109 4,320 29,811 SH   SOLE N/A 29,811 0 0
J & J SNACK FOODS CORP COM 466032109 2,205 11,965 SH   SOLE N/A 11,965 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 2,377 15,923 SH   SOLE N/A 15,923 0 0
KINDER MORGAN INC DEL COM 49456B101 2,163 102,179 SH   SOLE N/A 102,179 0 0
KKR & CO INC CL A 48251W104 2,252 77,215 SH   SOLE N/A 77,215 0 0
KURA ONCOLOGY INC COM 50127T109 1,820 132,344 SH   SOLE N/A 132,344 0 0
LAS VEGAS SANDS CORP COM 517834107 2,411 34,924 SH   SOLE N/A 34,924 0 0
LEMAITRE VASCULAR INC COM 525558201 2,231 62,055 SH   SOLE N/A 62,055 0 0
LENDINGTREE INC NEW COM 52603B107 962 3,171 SH   SOLE N/A 3,171 0 0
LIVE OAK BANCSHARES INC COM 53803X105 2,025 106,499 SH   SOLE N/A 106,499 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105 2,128 23,355 SH   SOLE N/A 23,355 0 0
MASIMO CORP COM 574795100 2,127 13,455 SH   SOLE N/A 13,455 0 0
MATADOR RES CO COM 576485205 2,277 126,697 SH   SOLE N/A 126,697 0 0
MEDICAL PPTYS TRUST INC COM 58463J304 2,023 95,849 SH   SOLE N/A 95,849 0 0
MEDPACE HLDGS INC COM 58506Q109 2,428 28,880 SH   SOLE N/A 28,880 0 0
MERIT MED SYS INC COM 589889104 1,693 54,213 SH   SOLE N/A 54,213 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 2,310 22,061 SH   SOLE N/A 22,061 0 0
MICROSOFT CORP COM 594918104 5,633 35,722 SH   SOLE N/A 35,722 0 0
MONGODB INC CL A 60937P106 1,629 12,380 SH   SOLE N/A 12,380 0 0
MONOLITHIC PWR SYS INC COM 609839105 2,208 12,401 SH   SOLE N/A 12,401 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 2,310 36,355 SH   SOLE N/A 36,355 0 0
NATIONAL BEVERAGE CORP COM 635017106 2,143 42,007 SH   SOLE N/A 42,007 0 0
NATIONAL RESH CORP COM NEW 637372202 812 12,313 SH   SOLE N/A 12,313 0 0
NETFLIX INC COM 64110L106 3,390 10,476 SH   SOLE N/A 10,476 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 2,275 21,163 SH   SOLE N/A 21,163 0 0
NEW RELIC INC COM 64829B100 1,623 24,701 SH   SOLE N/A 24,701 0 0
NVIDIA CORP COM 67066G104 3,742 15,904 SH   SOLE N/A 15,904 0 0
OKTA INC CL A 679295105 1,988 17,235 SH   SOLE N/A 17,235 0 0
OMEROS CORP COM 682143102 1,834 130,187 SH   SOLE N/A 130,187 0 0
OMNICELL INC COM 68213N109 2,693 32,952 SH   SOLE N/A 32,952 0 0
PAYCOM SOFTWARE INC COM 70432V102 4,403 16,631 SH   SOLE N/A 16,631 0 0
PEGASYSTEMS INC COM 705573103 2,105 26,427 SH   SOLE N/A 26,427 0 0
PENUMBRA INC COM 70975L107 2,246 13,673 SH   SOLE N/A 13,673 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104 2,269 35,450 SH   SOLE N/A 35,450 0 0
PREFERRED BK LOS ANGELES CA COM NEW 740367404 2,234 37,180 SH   SOLE N/A 37,180 0 0
PROLOGIS INC COM 74340W103 2,203 24,711 SH   SOLE N/A 24,711 0 0
PUMA BIOTECHNOLOGY INC COM 74587V107 1,214 138,729 SH   SOLE N/A 138,729 0 0
REGENERON PHARMACEUTICALS COM 75886F107 2,656 7,074 SH   SOLE N/A 7,074 0 0
RINGCENTRAL INC CL A 76680R206 3,970 23,538 SH   SOLE N/A 23,538 0 0
ROKU INC COM CL A 77543R102 1,655 12,357 SH   SOLE N/A 12,357 0 0
SALESFORCE COM INC COM 79466L302 3,280 20,165 SH   SOLE N/A 20,165 0 0
SEI INVESTMENTS CO COM 784117103 2,361 36,052 SH   SOLE N/A 36,052 0 0
SHUTTERSTOCK INC COM 825690100 2,462 57,409 SH   SOLE N/A 57,409 0 0
SKECHERS U S A INC CL A 830566105 2,305 53,370 SH   SOLE N/A 53,370 0 0
SQUARE INC CL A 852234103 1,833 29,306 SH   SOLE N/A 29,306 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 4,754 77,427 SH   SOLE N/A 77,427 0 0
STEEL DYNAMICS INC COM 858119100 4,593 134,931 SH   SOLE N/A 134,931 0 0
STITCH FIX INC COM CL A 860897107 2,616 101,941 SH   SOLE N/A 101,941 0 0
SUNRUN INC COM 86771W105 1,921 139,069 SH   SOLE N/A 139,069 0 0
SUPERNUS PHARMACEUTICALS INC COM 868459108 1,865 78,631 SH   SOLE N/A 78,631 0 0
SYNOPSYS INC COM 871607107 2,323 16,690 SH   SOLE N/A 16,690 0 0
TEXAS ROADHOUSE INC COM 882681109 2,178 38,669 SH   SOLE N/A 38,669 0 0
THE TRADE DESK INC COM CL A 88339J105 1,942 7,477 SH   SOLE N/A 7,477 0 0
TTEC HLDGS INC COM 89854H102 1,636 41,296 SH   SOLE N/A 41,296 0 0
TWILIO INC CL A 90138F102 1,738 17,683 SH   SOLE N/A 17,683 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 1,885 44,133 SH   SOLE N/A 44,133 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 4,563 51,810 SH   SOLE N/A 51,810 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 2,106 14,681 SH   SOLE N/A 14,681 0 0
VEEVA SYS INC CL A COM 922475108 3,765 26,764 SH   SOLE N/A 26,764 0 0
VERISIGN INC COM 92343E102 2,738 14,212 SH   SOLE N/A 14,212 0 0
VICOR CORP COM 925815102 3,158 67,596 SH   SOLE N/A 67,596 0 0
W & T OFFSHORE INC COM 92922P106 2,626 472,371 SH   SOLE N/A 472,371 0 0
WORKDAY INC CL A 98138H101 1,859 11,302 SH   SOLE N/A 11,302 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 1,884 29,039 SH   SOLE N/A 29,039 0 0
YELP INC CL A 985817105 2,427 69,668 SH   SOLE N/A 69,668 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 1,604 23,574 SH   SOLE N/A 23,574 0 0