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 21,539 122,366 SH   SOLE   122,366 0 0
ADOBE INC COM 00724F101 44,461 166,840 SH   SOLE   166,840 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 34,037 186,557 SH   SOLE   186,557 0 0
ALPHABET INC CAP STK CL A 02079K305 1,945 1,653 SH   SOLE   1,653 0 0
ALTABA INC COM 021346101 3,796 51,216 SH   SOLE   51,216 0 0
ALTERYX INC COM CL A 02156B103 5,280 62,953 SH   SOLE   62,953 0 0
AMAZON COM INC COM 023135106 51,994 29,198 SH   SOLE   29,198 0 0
ANADARKO PETE CORP COM 032511107 1,819 40,000 SH   SOLE   40,000 0 0
ANSYS INC COM 03662Q105 521 2,851 SH   SOLE   2,851 0 0
APPLE INC COM 037833100 457 2,404 SH   SOLE   2,404 0 0
ARISTA NETWORKS INC COM 040413106 2,341 7,444 SH   SOLE   7,444 0 0
AUTODESK INC COM 052769106 2,492 15,991 SH   SOLE   15,991 0 0
CATERPILLAR INC DEL COM 149123101 15,496 114,369 SH   SOLE   114,369 0 0
COGNEX CORP COM 192422103 315 6,197 SH   SOLE   6,197 0 0
DOMINOS PIZZA INC COM 25754A201 459 1,778 SH   SOLE   1,778 0 0
EOG RES INC COM 26875P101 22,550 236,918 SH   SOLE   236,918 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 14,945 161,949 SH   SOLE   161,949 0 0
HONEYWELL INTL INC COM 438516106 511 3,216 SH   SOLE   3,216 0 0
ILLUMINA INC COM 452327109 2,309 7,433 SH   SOLE   7,433 0 0
INTERXION HOLDING N.V SHS N47279109 67,319 1,008,832 SH   SOLE   1,008,832 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 3,712 6,506 SH   SOLE   6,506 0 0
JPMORGAN CHASE & CO COM 46625H100 2,227 22,000 SH   SOLE   22,000 0 0
KORNIT DIGITAL LTD SHS M6372Q113 12,765 536,353 SH   SOLE   536,353 0 0
LAUDER ESTEE COS INC CL A 518439104 443 2,675 SH   SOLE   2,675 0 0
MASTERCARD INC CL A 57636Q104 26,595 112,955 SH   SOLE   112,955 0 0
MATCH GROUP INC COM 57665R106 674 11,911 SH   SOLE   11,911 0 0
MICROSOFT CORP COM 594918104 50,183 425,493 SH   SOLE   425,493 0 0
NETFLIX INC COM 64110L106 869 2,437 SH   SOLE   2,437 0 0
NIKE INC CL B 654106103 381 4,520 SH   SOLE   4,520 0 0
NVIDIA CORP COM 67066G104 2,353 13,104 SH   SOLE   13,104 0 0
PALO ALTO NETWORKS INC COM 697435105 842 3,465 SH   SOLE   3,465 0 0
PAYPAL HLDGS INC COM 70450Y103 14,550 140,123 SH   SOLE   140,123 0 0
PINDUODUO INC SPONSORED ADS 722304102 587 23,674 SH   SOLE   23,674 0 0
PTC INC COM 69370C100 713 7,738 SH   SOLE   7,738 0 0
SALESFORCE COM INC COM 79466L302 47,721 301,327 SH   SOLE   301,327 0 0
SERVICENOW INC COM 81762P102 3,394 13,768 SH   SOLE   13,768 0 0
SPLUNK INC COM 848637104 2,169 17,407 SH   SOLE   17,407 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 295 2,126 SH   SOLE   2,126 0 0
SQUARE INC CL A 852234103 2,196 29,311 SH   SOLE   29,311 0 0
STONECO LTD COM CL A G85158106 990 24,077 SH   SOLE   24,077 0 0
STRYKER CORP COM 863667101 13,443 68,061 SH   SOLE   68,061 0 0
TABLEAU SOFTWARE INC CL A 87336U105 649 5,099 SH   SOLE   5,099 0 0
TERADYNE INC COM 880770102 510 12,807 SH   SOLE   12,807 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 28,007 102,321 SH   SOLE   102,321 0 0
TIFFANY & CO NEW COM 886547108 373 3,534 SH   SOLE   3,534 0 0
TWILIO INC CL A 90138F102 3,853 29,825 SH   SOLE   29,825 0 0
VISA INC COM CL A 92826C839 55,542 355,607 SH   SOLE   355,607 0 0
WORKDAY INC CL A 98138H101 809 4,195 SH   SOLE   4,195 0 0
WORLDPAY INC CL A 981558109 30,206 266,135 SH   SOLE   266,135 0 0
ZILLOW GROUP INC CL A 98954M101 370 10,823 SH   SOLE   10,823 0 0