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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 17,414 123,496 SH   SOLE   123,496 0 0
ADOBE INC COM 00724F101 39,269 173,572 SH   SOLE   173,572 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 18,564 135,437 SH   SOLE   135,437 0 0
ALPHABET INC CAP STK CL A 02079K305 14,560 13,934 SH   SOLE   13,934 0 0
ALTABA INC COM 021346101 2,723 47,000 SH   SOLE   47,000 0 0
ALTERYX INC COM CL A 02156B103 4,923 82,775 SH   SOLE   82,775 0 0
AMAZON COM INC COM 023135106 43,818 29,174 SH   SOLE   29,174 0 0
ANSYS INC COM 03662Q105 572 4,000 SH   SOLE   4,000 0 0
APPLE INC COM 037833100 552 3,500 SH   SOLE   3,500 0 0
APPLIED MATLS INC COM 038222105 1,146 35,000 SH   SOLE   35,000 0 0
ARISTA NETWORKS INC COM 040413106 1,590 7,544 SH   SOLE   7,544 0 0
AUTODESK INC COM 052769106 2,631 20,460 SH   SOLE   20,460 0 0
BIOGEN INC COM 09062X103 1,218 4,048 SH   SOLE   4,048 0 0
CATERPILLAR INC DEL COM 149123101 13,163 103,591 SH   SOLE   103,591 0 0
COGNEX CORP COM 192422103 406 10,500 SH   SOLE   10,500 0 0
DEERE & CO COM 244199105 10,026 67,214 SH   SOLE   67,214 0 0
DOMINOS PIZZA INC COM 25754A201 570 2,300 SH   SOLE   2,300 0 0
EOG RES INC COM 26875P101 14,406 165,182 SH   SOLE   165,182 0 0
FACEBOOK INC CL A 30303M102 210 1,600 SH   SOLE   1,600 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 12,923 150,175 SH   SOLE   150,175 0 0
HONEYWELL INTL INC COM 438516106 312 2,360 SH   SOLE   2,360 0 0
ILLUMINA INC COM 452327109 2,379 7,931 SH   SOLE   7,931 0 0
INTERXION HOLDING N.V SHS N47279109 54,744 1,010,789 SH   SOLE   1,010,789 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 4,218 8,807 SH   SOLE   8,807 0 0
JPMORGAN CHASE & CO COM 46625H100 1,952 20,000 SH   SOLE   20,000 0 0
KORNIT DIGITAL LTD SHS M6372Q113 14,205 758,794 SH   SOLE   758,794 0 0
LAUDER ESTEE COS INC CL A 518439104 553 4,250 SH   SOLE   4,250 0 0
MASTERCARD INCORPORATED CL A 57636Q104 21,212 112,443 SH   SOLE   112,443 0 0
MATCH GROUP INC COM 57665R106 605 14,135 SH   SOLE   14,135 0 0
MICROSOFT CORP COM 594918104 42,062 414,120 SH   SOLE   414,120 0 0
NETFLIX INC COM 64110L106 823 3,073 SH   SOLE   3,073 0 0
NIKE INC CL B 654106103 652 8,800 SH   SOLE   8,800 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 435 32,900 SH   SOLE   32,900 0 0
NVIDIA CORP COM 67066G104 16,212 121,439 SH   SOLE   121,439 0 0
NXP SEMICONDUCTORS N V COM N6596X109 267 3,650 SH   SOLE   3,650 0 0
PALO ALTO NETWORKS INC COM 697435105 630 3,345 SH   SOLE   3,345 0 0
PAYPAL HLDGS INC COM 70450Y103 1,545 18,375 SH   SOLE   18,375 0 0
PTC INC COM 69370C100 1,339 16,147 SH   SOLE   16,147 0 0
RALPH LAUREN CORP CL A 751212101 228 2,200 SH   SOLE   2,200 0 0
SALESFORCE COM INC COM 79466L302 41,431 302,485 SH   SOLE   302,485 0 0
SERVICENOW INC COM 81762P102 2,706 15,200 SH   SOLE   15,200 0 0
SPLUNK INC COM 848637104 2,091 19,939 SH   SOLE   19,939 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 207 1,825 SH   SOLE   1,825 0 0
SQUARE INC CL A 852234103 1,631 29,085 SH   SOLE   29,085 0 0
TABLEAU SOFTWARE INC CL A 87336U105 690 5,748 SH   SOLE   5,748 0 0
TERADYNE INC COM 880770102 678 21,600 SH   SOLE   21,600 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 20,486 91,543 SH   SOLE   91,543 0 0
TIFFANY & CO NEW COM 886547108 451 5,600 SH   SOLE   5,600 0 0
TRIMBLE INC COM 896239100 405 12,300 SH   SOLE   12,300 0 0
TWILIO INC CL A 90138F102 335 3,750 SH   SOLE   3,750 0 0
VISA INC COM CL A 92826C839 49,654 376,336 SH   SOLE   376,336 0 0
WORKDAY INC CL A 98138H101 707 4,430 SH   SOLE   4,430 0 0
WORLDPAY INC CL A 981558109 24,472 320,187 SH   SOLE   320,187 0 0
XILINX INC COM 983919101 1,113 13,070 SH   SOLE   13,070 0 0