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 SYSTEMS INCORPORATED COM 00724F101 3,026 6,171 SH   SOLE   6,171 0 0
ALLOGENE THERAPEUTICS INC COM 019770106 4,797 127,196 SH   SOLE   127,196 0 0
ALPHABET INC CAP STK CL A 02079K305 9,444 6,444 SH   SOLE   6,444 0 0
ALTERYX INC COM CL A 02156B103 2,867 25,250 SH   SOLE   25,250 0 0
AMAZON COM INC COM 023135106 14,412 4,577 SH   SOLE   4,577 0 0
AMERESCO INC CL A 02361E108 2,698 80,792 SH   SOLE   80,792 0 0
APPFOLIO INC COM CL A 03783C100 1,370 9,658 SH   SOLE   9,658 0 0
APPLE INC COM 037833100 1,429 12,340 SH   SOLE   12,340 0 0
ARCTURUS THERAPEUTICS HLDGS COM 03969T109 4,719 110,000 SH   SOLE   110,000 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 7,673 178,183 SH   SOLE   178,183 0 0
AVALARA INC COM 05338G106 2,168 17,026 SH   SOLE   17,026 0 0
BILL COM HLDGS INC COM 090043100 4,113 41,000 SH   SOLE   41,000 0 0
BLACKROCK INC COM 09247X101 3,066 5,440 SH   SOLE   5,440 0 0
CARGURUS INC COM CL A 141788109 1,005 46,464 SH   SOLE   46,464 0 0
CATALYST PHARMACEUTICALS INC COM 14888U101 603 203,133 SH   SOLE   203,133 0 0
CINTAS CORP COM 172908105 2,842 8,539 SH   SOLE   8,539 0 0
CLEAN HARBORS INC COM 184496107 2,351 41,966 SH   SOLE   41,966 0 0
CLOUDFLARE INC CL A COM 18915M107 4,558 111,000 SH   SOLE   111,000 0 0
COHEN & STEERS INC COM 19247A100 134 2,400 SH   SOLE   2,400 0 0
COPART INC COM 217204106 1,958 18,622 SH   SOLE   18,622 0 0
CORCEPT THERAPEUTICS INC COM 218352102 3,086 177,300 SH   SOLE   177,300 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 5,855 70,000 SH   SOLE   70,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 3,570 26,000 SH   SOLE   26,000 0 0
DANAHER CORPORATION COM 235851102 2,153 10,000 SH   SOLE   10,000 0 0
DATADOG INC CL A COM 23804L103 2,452 24,000 SH   SOLE   24,000 0 0
EAGLE PHARMACEUTICALS INC COM 269796108 1,521 35,815 SH   SOLE   35,815 0 0
EDITAS MEDICINE INC COM 28106W103 702 25,000 SH   SOLE   25,000 0 0
ENCORE WIRE CORP COM 292562105 2,109 45,433 SH   SOLE   45,433 0 0
EPAM SYS INC COM 29414B104 3,540 10,949 SH   SOLE   10,949 0 0
EXACT SCIENCES CORP COM 30063P105 6,596 64,702 SH   SOLE   64,702 0 0
EXP WORLD HLDGS INC COM 30212W100 3,441 85,300 SH   SOLE   85,300 0 0
FACEBOOK INC CL A 30303M102 8,213 31,360 SH   SOLE   31,360 0 0
FEDEX CORP COM 31428X106 4,922 19,569 SH   SOLE   19,569 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 2,300 9,660 SH   SOLE   9,660 0 0
FORTINET INC COM 34959E109 2,375 20,156 SH   SOLE   20,156 0 0
FRESHPET INC COM 358039105 2,791 25,000 SH   SOLE   25,000 0 0
GEO GROUP INC NEW COM 36162J106 1,772 156,274 SH   SOLE   156,274 0 0
GEOPARK LTD USD SHS G38327105 2,891 24,351 SH   SOLE   24,351 0 0
GLOBAL BLOOD THERAPEUTICS IN COM 37890U108 1,454 26,362 SH   SOLE   26,362 0 0
GREEN DOT CORP CL A 39304D102 2,371 46,843 SH   SOLE   46,843 0 0
GUARDANT HEALTH INC COM 40131M109 2,565 22,943 SH   SOLE   22,943 0 0
HEALTHSTREAM INC COM 42222N103 939 46,764 SH   SOLE   46,764 0 0
IMPINJ INC COM 453204109 1,634 62,016 SH   SOLE   62,016 0 0
INSPERITY INC COM 45778Q107 2,765 42,216 SH   SOLE   42,216 0 0
INTELLIA THERAPEUTICS INC COM 45826J105 2,187 110,000 SH   SOLE   110,000 0 0
INTUIT COM 461202103 2,074 6,359 SH   SOLE   6,359 0 0
INVITAE CORP COM 46185L103 8,670 200,000 SH   SOLE   200,000 0 0
IONIS PHARMACEUTICALS INC COM 462222100 3,023 63,707 SH   SOLE   63,707 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100 2,634 80,000 SH   SOLE   80,000 0 0
KURA ONCOLOGY INC COM 50127T109 1,910 62,331 SH   SOLE   62,331 0 0
LAS VEGAS SANDS CORP COM 517834107 1,163 24,929 SH   SOLE   24,929 0 0
LEMAITRE VASCULAR INC COM 525558201 2,120 65,173 SH   SOLE   65,173 0 0
LENDINGTREE INC NEW COM 52603B107 2,911 9,486 SH   SOLE   9,486 0 0
LIVE OAK BANCSHARES INC COM 53803X105 4,104 162,025 SH   SOLE   162,025 0 0
LIVONGO HEALTH INC COM 539183103 6,862 49,000 SH   SOLE   49,000 0 0
MASIMO CORP COM 574795100 3,742 15,850 SH   SOLE   15,850 0 0
MEDICAL PPTYS TRUST INC COM 58463J304 1,762 99,957 SH   SOLE   99,957 0 0
MEDPACE HLDGS INC COM 58506Q109 1,978 17,698 SH   SOLE   17,698 0 0
MERIT MED SYS INC COM 589889104 1,388 31,915 SH   SOLE   31,915 0 0
MONGODB INC CL A 60937P106 3,019 13,042 SH   SOLE   13,042 0 0
MONOLITHIC PWR SYS INC COM 609839105 1,449 5,182 SH   SOLE   5,182 0 0
NATERA INC COM 632307104 5,057 70,000 SH   SOLE   70,000 0 0
NATIONAL RESH CORP COM NEW 637372202 685 13,917 SH   SOLE   13,917 0 0
NETFLIX INC COM 64110L106 5,193 10,386 SH   SOLE   10,386 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 2,126 22,106 SH   SOLE   22,106 0 0
NIU TECHNOLOGIES ADS 65481N100 2,857 148,800 SH   SOLE   148,800 0 0
NVIDIA CORPORATION COM 67066G104 3,671 6,783 SH   SOLE   6,783 0 0
OKTA INC CL A 679295105 1,604 7,500 SH   SOLE   7,500 0 0
OMNICELL COM COM 68213N109 2,534 33,938 SH   SOLE   33,938 0 0
ONESPAN INC COM 68287N100 2,058 98,200 SH   SOLE   98,200 0 0
ONTRAK INC COM 683373104 4,128 68,800 SH   SOLE   68,800 0 0
PAGERDUTY INC COM 69553P100 4,473 165,000 SH   SOLE   165,000 0 0
PALOMAR HLDGS INC COM 69753M105 2,814 27,000 SH   SOLE   27,000 0 0
PAYCOM SOFTWARE INC COM 70432V102 2,998 9,630 SH   SOLE   9,630 0 0
PERSONALIS INC COM 71535D106 1,742 80,380 SH   SOLE   80,380 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104 996 27,994 SH   SOLE   27,994 0 0
PREFERRED BK LOS ANGELES CA COM NEW 740367404 886 27,585 SH   SOLE   27,585 0 0
REGENERON PHARMACEUTICALS COM 75886F107 2,303 4,115 SH   SOLE   4,115 0 0
RESMED INC COM 761152107 2,764 16,125 SH   SOLE   16,125 0 0
RINGCENTRAL INC CL A 76680R206 1,373 5,000 SH   SOLE   5,000 0 0
ROKU INC COM CL A 77543R102 4,080 21,609 SH   SOLE   21,609 0 0
SALESFORCE COM INC COM 79466L302 3,518 14,000 SH   SOLE   14,000 0 0
SHUTTERSTOCK INC COM 825690100 2,341 44,980 SH   SOLE   44,980 0 0
SLACK TECHNOLOGIES INC COM CL A 83088V102 3,358 125,000 SH   SOLE   125,000 0 0
SQUARE INC CL A 852234103 3,495 21,500 SH   SOLE   21,500 0 0
SUPER MICRO COMPUTER INC COM 86800U104 2,660 100,761 SH   SOLE   100,761 0 0
SUPERNUS PHARMACEUTICALS INC COM 868459108 1,743 83,632 SH   SOLE   83,632 0 0
SYNOPSYS INC COM 871607107 2,611 12,200 SH   SOLE   12,200 0 0
SYROS PHARMACEUTICALS INC COM 87184Q107 1,490 168,600 SH   SOLE   168,600 0 0
TELADOC HEALTH INC COM 87918A105 2,741 12,500 SH   SOLE   12,500 0 0
TESLA INC COM 88160R101 6,435 15,000 SH   SOLE   15,000 0 0
THE TRADE DESK INC COM CL A 88339J105 4,338 8,362 SH   SOLE   8,362 0 0
TRUPANION INC COM 898202106 3,077 39,000 SH   SOLE   39,000 0 0
TTEC HLDGS INC COM 89854H102 584 10,700 SH   SOLE   10,700 0 0
TWILIO INC CL A 90138F102 3,706 15,000 SH   SOLE   15,000 0 0
TWIST BIOSCIENCE CORP COM 90184D100 3,039 40,000 SH   SOLE   40,000 0 0
UBIQUITI INC COM 90353W103 2,419 14,516 SH   SOLE   14,516 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 4,157 50,582 SH   SOLE   50,582 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 2,228 22,058 SH   SOLE   22,058 0 0
VAPOTHERM INC COM 922107107 2,030 70,000 SH   SOLE   70,000 0 0
VEEVA SYS INC CL A COM 922475108 2,330 8,285 SH   SOLE   8,285 0 0
VERISIGN INC COM 92343E102 3,321 16,212 SH   SOLE   16,212 0 0
VICOR CORP COM 925815102 3,053 39,282 SH   SOLE   39,282 0 0
WISDOMTREE INVTS INC COM 97717P104 1,042 325,644 SH   SOLE   325,644 0 0
WORKDAY INC CL A 98138H101 3,119 14,500 SH   SOLE   14,500 0 0
ZILLOW GROUP INC CL A 98954M101 8,123 80,000 SH   SOLE   80,000 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 1,410 3,000 SH   SOLE   3,000 0 0
ZSCALER INC COM 98980G102 3,060 21,750 SH   SOLE   21,750 0 0
ZYNEX INC COM 98986M103 3,416 195,734 SH   SOLE   195,734 0 0