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
ADOBE INC COM 00724F101 2,264 7,113 SH   SOLE N/A 7,113 0 0
ALLOGENE THERAPEUTICS INC COM 019770106 1,527 78,532 SH   SOLE N/A 78,532 0 0
ALPHABET INC CAP STK CL A 02079K305 6,907 5,944 SH   SOLE N/A 5,944 0 0
ALTERYX INC COM CL A 02156B103 1,728 18,154 SH   SOLE N/A 18,154 0 0
AMAZON COM INC COM 023135106 9,409 4,826 SH   SOLE N/A 4,826 0 0
AMERESCO INC CL A 02361E108 2,295 134,753 SH   SOLE N/A 134,753 0 0
APPFOLIO INC COM CL A 03783C100 2,647 23,861 SH   SOLE N/A 23,861 0 0
APPLE INC COM 037833100 2,463 9,685 SH   SOLE N/A 9,685 0 0
ARISTA NETWORKS INC COM 040413106 3,225 15,920 SH   SOLE N/A 15,920 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 2,432 84,537 SH   SOLE N/A 84,537 0 0
AVALARA INC COM 05338G106 1,867 25,026 SH   SOLE N/A 25,026 0 0
BLACKROCK INC COM 09247X101 1,960 4,455 SH   SOLE N/A 4,455 0 0
BOX INC CL A 10316T104 5,649 402,368 SH   SOLE N/A 402,368 0 0
CARGURUS INC COM CL A 141788109 1,473 77,768 SH   SOLE N/A 77,768 0 0
CATALYST PHARMACEUTICALS INC COM 14888U101 782 203,133 SH   SOLE N/A 203,133 0 0
CHEESECAKE FACTORY INC COM 163072101 211 12,348 SH   SOLE N/A 12,348 0 0
CINTAS CORP COM 172908105 1,534 8,858 SH   SOLE N/A 8,858 0 0
CLEAN HARBORS INC COM 184496107 843 16,425 SH   SOLE N/A 16,425 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 2,216 27,038 SH   SOLE N/A 27,038 0 0
COHEN & STEERS INC COM 19247A100 1,376 30,270 SH   SOLE N/A 30,270 0 0
CONSTRUCTION PARTNERS INC COM CL A 21044C107 645 38,189 SH   SOLE N/A 38,189 0 0
CONTINENTAL RES INC COM 212015101 447 58,496 SH   SOLE N/A 58,496 0 0
COPART INC COM 217204106 1,737 25,354 SH   SOLE N/A 25,354 0 0
CORCEPT THERAPEUTICS INC COM 218352102 2,108 177,300 SH   SOLE N/A 177,300 0 0
COSTAR GROUP INC COM 22160N109 1,284 2,187 SH   SOLE N/A 2,187 0 0
DANAHER CORPORATION COM 235851102 2,077 15,005 SH   SOLE N/A 15,005 0 0
EAGLE PHARMACEUTICALS INC COM 269796108 1,647 35,815 SH   SOLE N/A 35,815 0 0
ENCORE WIRE CORP COM 292562105 872 20,757 SH   SOLE N/A 20,757 0 0
EPAM SYS INC COM 29414B104 4,051 21,821 SH   SOLE N/A 21,821 0 0
EURONET WORLDWIDE INC COM 298736109 1,205 14,061 SH   SOLE N/A 14,061 0 0
EXELIXIS INC COM 30161Q104 2,321 134,756 SH   SOLE N/A 134,756 0 0
FACEBOOK INC CL A 30303M102 5,517 33,073 SH   SOLE N/A 33,073 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 861 10,460 SH   SOLE N/A 10,460 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 700 3,755 SH   SOLE N/A 3,755 0 0
FORTINET INC COM 34959E109 2,646 26,156 SH   SOLE N/A 26,156 0 0
GEO GROUP INC NEW COM 36162J106 1,768 145,377 SH   SOLE N/A 145,377 0 0
GLOBAL BLOOD THERAPEUTICS IN COM 37890U108 2,536 49,630 SH   SOLE N/A 49,630 0 0
GREEN DOT CORP CL A 39304D102 2,340 92,170 SH   SOLE N/A 92,170 0 0
GUARDANT HEALTH INC COM 40131M109 2,293 32,943 SH   SOLE N/A 32,943 0 0
HEALTHSTREAM INC COM 42222N103 1,910 79,762 SH   SOLE N/A 79,762 0 0
HUB GROUP INC CL A 443320106 1,023 22,504 SH   SOLE N/A 22,504 0 0
HUBSPOT INC COM 443573100 849 6,378 SH   SOLE N/A 6,378 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 1,701 9,336 SH   SOLE N/A 9,336 0 0
INTER PARFUMS INC COM 458334109 862 18,600 SH   SOLE N/A 18,600 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 3,110 38,511 SH   SOLE N/A 38,511 0 0
INTUIT COM 461202103 1,674 7,277 SH   SOLE N/A 7,277 0 0
IONIS PHARMACEUTICALS INC COM 462222100 3,417 72,267 SH   SOLE N/A 72,267 0 0
IPG PHOTONICS CORP COM 44980X109 3,367 30,531 SH   SOLE N/A 30,531 0 0
J & J SNACK FOODS CORP COM 466032109 1,514 12,513 SH   SOLE N/A 12,513 0 0
KINDER MORGAN INC DEL COM 49456B101 1,422 102,179 SH   SOLE N/A 102,179 0 0
KURA ONCOLOGY INC COM 50127T109 1,400 140,705 SH   SOLE N/A 140,705 0 0
LEMAITRE VASCULAR INC COM 525558201 1,624 65,173 SH   SOLE N/A 65,173 0 0
LENDINGTREE INC NEW COM 52603B107 1,548 8,441 SH   SOLE N/A 8,441 0 0
LIVE OAK BANCSHARES INC COM 53803X105 1,415 113,458 SH   SOLE N/A 113,458 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105 1,626 24,351 SH   SOLE N/A 24,351 0 0
MASIMO CORP COM 574795100 5,269 29,748 SH   SOLE N/A 29,748 0 0
MEDICAL PPTYS TRUST INC COM 58463J304 1,728 99,957 SH   SOLE N/A 99,957 0 0
MEDPACE HLDGS INC COM 58506Q109 2,189 29,834 SH   SOLE N/A 29,834 0 0
MERIT MED SYS INC COM 589889104 1,769 56,606 SH   SOLE N/A 56,606 0 0
MICROSOFT CORP COM 594918104 5,056 32,059 SH   SOLE N/A 32,059 0 0
MONGODB INC CL A 60937P106 1,781 13,042 SH   SOLE N/A 13,042 0 0
MONOLITHIC PWR SYS INC COM 609839105 2,164 12,920 SH   SOLE N/A 12,920 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 2,045 36,355 SH   SOLE N/A 36,355 0 0
NATIONAL BEVERAGE CORP COM 635017106 2,466 57,825 SH   SOLE N/A 57,825 0 0
NATIONAL RESH CORP COM NEW 637372202 633 13,917 SH   SOLE N/A 13,917 0 0
NETFLIX INC COM 64110L106 3,934 10,476 SH   SOLE N/A 10,476 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 1,913 22,106 SH   SOLE N/A 22,106 0 0
NEW RELIC INC COM 64829B100 1,224 26,478 SH   SOLE N/A 26,478 0 0
NVIDIA CORP COM 67066G104 3,313 12,568 SH   SOLE N/A 12,568 0 0
OKTA INC CL A 679295105 2,194 17,947 SH   SOLE N/A 17,947 0 0
OMNICELL INC COM 68213N109 2,230 34,000 SH   SOLE N/A 34,000 0 0
PAYCOM SOFTWARE INC COM 70432V102 3,433 16,995 SH   SOLE N/A 16,995 0 0
PEGASYSTEMS INC COM 705573103 1,954 27,437 SH   SOLE N/A 27,437 0 0
PENUMBRA INC COM 70975L107 2,281 14,136 SH   SOLE N/A 14,136 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104 1,402 37,355 SH   SOLE N/A 37,355 0 0
PREFERRED BK LOS ANGELES CA COM NEW 740367404 1,325 39,169 SH   SOLE N/A 39,169 0 0
PROLOGIS INC. COM 74340W103 1,986 24,711 SH   SOLE N/A 24,711 0 0
PUMA BIOTECHNOLOGY INC COM 74587V107 1,243 147,303 SH   SOLE N/A 147,303 0 0
QUIDEL CORP COM 74838J101 560 5,724 SH   SOLE N/A 5,724 0 0
REGENERON PHARMACEUTICALS COM 75886F107 3,454 7,074 SH   SOLE N/A 7,074 0 0
RESMED INC COM 761152107 2,375 16,125 SH   SOLE N/A 16,125 0 0
RINGCENTRAL INC CL A 76680R206 4,476 21,122 SH   SOLE N/A 21,122 0 0
ROKU INC COM CL A 77543R102 1,159 13,248 SH   SOLE N/A 13,248 0 0
SALESFORCE COM INC COM 79466L302 2,903 20,165 SH   SOLE N/A 20,165 0 0
SEATTLE GENETICS INC COM 812578102 1,463 12,679 SH   SOLE N/A 12,679 0 0
SHUTTERSTOCK INC COM 825690100 1,927 59,910 SH   SOLE N/A 59,910 0 0
SKECHERS U S A INC CL A 830566105 1,336 56,264 SH   SOLE N/A 56,264 0 0
SQUARE INC CL A 852234103 1,917 36,589 SH   SOLE N/A 36,589 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 3,896 88,898 SH   SOLE N/A 88,898 0 0
STEEL DYNAMICS INC COM 858119100 3,128 138,766 SH   SOLE N/A 138,766 0 0
STITCH FIX INC COM CL A 860897107 1,367 107,634 SH   SOLE N/A 107,634 0 0
SUPER MICRO COMPUTER INC COM 86800U104 2,144 100,761 SH   SOLE N/A 100,761 0 0
SUPERNUS PHARMACEUTICALS INC COM 868459108 1,505 83,632 SH   SOLE N/A 83,632 0 0
SYNOPSYS INC COM 871607107 2,150 16,690 SH   SOLE N/A 16,690 0 0
TESLA INC COM 88160R101 524 1,000 SH   SOLE N/A 1,000 0 0
THE TRADE DESK INC COM CL A 88339J105 1,513 7,839 SH   SOLE N/A 7,839 0 0
TOOTSIE ROLL INDS INC COM 890516107 1,030 28,630 SH   SOLE N/A 28,630 0 0
TTEC HLDGS INC COM 89854H102 1,599 43,547 SH   SOLE N/A 43,547 0 0
TWILIO INC CL A 90138F102 1,666 18,616 SH   SOLE N/A 18,616 0 0
UBIQUITI INC COM 90353W103 1,817 12,836 SH   SOLE N/A 12,836 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 2,040 45,922 SH   SOLE N/A 45,922 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 5,215 54,996 SH   SOLE N/A 54,996 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 1,601 12,147 SH   SOLE N/A 12,147 0 0
VEEVA SYS INC CL A COM 922475108 4,273 27,329 SH   SOLE N/A 27,329 0 0
VERISIGN INC COM 92343E102 2,559 14,212 SH   SOLE N/A 14,212 0 0
VICOR CORP COM 925815102 3,106 69,738 SH   SOLE N/A 69,738 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 3,552 24,307 SH   SOLE N/A 24,307 0 0