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 8,111 317,846 SH   SOLE   317,846 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108 8,384 78,276 SH   SOLE   78,276 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 9,982 57,047 SH   SOLE   57,047 0 0
ARISTA NETWORKS INC COM 040413106 12,683 40,333 SH   SOLE   40,333 0 0
ASCENDIS PHARMA A S SPONSORED ADR 04351P101 10,601 90,065 SH   SOLE   90,065 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 13,444 18,927 SH   SOLE   18,927 0 0
DEXCOM INC COM 252131107 10,901 91,528 SH   SOLE   91,528 0 0
DOCUSIGN INC COM 256163106 12,835 247,580 SH   SOLE   247,580 0 0
ENVESTNET INC COM 29404K106 8,225 125,782 SH   SOLE   125,782 0 0
EQUINIX INC COM 29444U700 11,742 25,912 SH   SOLE   25,912 0 0
EVERBRIDGE INC COM 29978A104 12,278 163,681 SH   SOLE   163,681 0 0
EXACT SCIENCES CORP COM 30063P105 5,093 58,802 SH   SOLE   58,802 0 0
GODADDY INC CL A 380237107 12,527 166,603 SH   SOLE   166,603 0 0
IMAX CORP COM 45245E109 10,998 484,919 SH   SOLE   484,919 0 0
NUTANIX INC CL A 67059N108 7,912 209,636 SH   SOLE   209,636 0 0
PACIRA PHARMACEUTICALS INC COM 695127100 9,071 238,327 SH   SOLE   238,327 0 0
PALO ALTO NETWORKS INC COM 697435105 11,234 46,252 SH   SOLE   46,252 0 0
PROOFPOINT INC COM 743424103 15,867 130,665 SH   SOLE   130,665 0 0
QUANTA SVCS INC COM 74762E102 11,384 301,638 SH   SOLE   301,638 0 0
REDFIN CORP COM 75737F108 10,569 521,403 SH   SOLE   521,403 0 0
SPLUNK INC COM 848637104 4,663 37,420 SH   SOLE   37,420 0 0
TABLEAU SOFTWARE INC CL A 87336U105 8,629 67,799 SH   SOLE   67,799 0 0
TRIPADVISOR INC COM 896945201 496 9,631 SH   SOLE   9,631 0 0
TWILIO INC CL A 90138F102 6,138 47,512 SH   SOLE   47,512 0 0
TWITTER INC COM 90184L102 13,894 422,567 SH   SOLE   422,567 0 0
ULTA BEAUTY INC COM 90384S303 10,767 30,874 SH   SOLE   30,874 0 0