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
ADVANCED MICRO DEVICES INC COM 007903107 27,804 606,288 SH   SOLE   606,288 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108 29,963 353,589 SH   SOLE   353,589 0 0
ARISTA NETWORKS INC COM 040413106 37,889 186,276 SH   SOLE   186,276 0 0
ASCENDIS PHARMA A S SPONSORED ADR 04351P101 34,915 250,972 SH   SOLE   250,972 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 34,678 41,426 SH   SOLE   41,426 0 0
DEXCOM INC COM 252131107 24,085 110,109 SH   SOLE   110,109 0 0
DOCUSIGN INC COM 256163106 31,488 424,884 SH   SOLE   424,884 0 0
ENVESTNET INC COM 29404K106 16,369 235,084 SH   SOLE   235,084 0 0
EQUINIX INC COM 29444U700 22,206 38,043 SH   SOLE   38,043 0 0
EVERBRIDGE INC COM 29978A104 26,372 337,756 SH   SOLE   337,756 0 0
EXACT SCIENCES CORP COM 30063P105 35,801 387,117 SH   SOLE   387,117 0 0
GODADDY INC CL A 380237107 40,338 593,911 SH   SOLE   593,911 0 0
IMAX CORP COM 45245E109 13,003 636,478 SH   SOLE   636,478 0 0
NUTANIX INC CL A 67059N108 37,682 1,205,453 SH   SOLE   1,205,453 0 0
PACIRA BIOSCIENCES COM 695127100 38,814 856,827 SH   SOLE   856,827 0 0
PALO ALTO NETWORKS INC COM 697435105 42,281 182,835 SH   SOLE   182,835 0 0
PROOFPOINT INC COM 743424103 41,335 360,126 SH   SOLE   360,126 0 0
QUANTA SVCS INC COM 74762E102 33,824 830,843 SH   SOLE   830,843 0 0
REDFIN CORP COM 75737F108 30,112 1,424,415 SH   SOLE   1,424,415 0 0
SPLUNK INC COM 848637104 34,960 233,426 SH   SOLE   233,426 0 0
SVMK INC COM 78489X103 30,147 1,686,994 SH   SOLE   1,686,994 0 0
TWITTER INC COM 90184L102 32,335 1,008,907 SH   SOLE   1,008,907 0 0
ULTA BEAUTY INC COM 90384S303 40,904 161,588 SH   SOLE   161,588 0 0
VAIL RESORTS INC COM 91879Q109 25,175 104,970 SH   SOLE   104,970 0 0
ZUORA INC COM CL A 98983V106 16,448 1,147,775 SH   SOLE   1,147,775 0 0