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 13,573 468,203 SH   SOLE   468,203 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108 13,726 164,679 SH   SOLE   164,679 0 0
ARISTA NETWORKS INC COM 040413106 14,180 59,352 SH   SOLE   59,352 0 0
ASCENDIS PHARMA A S SPONSORED ADR 04351P101 12,877 133,689 SH   SOLE   133,689 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 18,604 22,135 SH   SOLE   22,135 0 0
DEXCOM INC COM 252131107 14,350 96,151 SH   SOLE   96,151 0 0
DOCUSIGN INC COM 256163106 17,632 284,759 SH   SOLE   284,759 0 0
ENVESTNET INC COM 29404K106 10,886 191,996 SH   SOLE   191,996 0 0
EQUINIX INC COM 29444U700 17,474 30,294 SH   SOLE   30,294 0 0
EVERBRIDGE INC COM 29978A104 11,100 179,871 SH   SOLE   179,871 0 0
EXACT SCIENCES CORP COM 30063P105 11,452 126,720 SH   SOLE   126,720 0 0
GODADDY INC CL A 380237107 20,892 316,638 SH   SOLE   316,638 0 0
IMAX CORP COM 45245E109 7,333 334,096 SH   SOLE   334,096 0 0
NUTANIX INC CL A 67059N108 22,219 846,424 SH   SOLE   846,424 0 0
PACIRA BIOSCIENCES COM 695127100 17,408 457,250 SH   SOLE   457,250 0 0
PALO ALTO NETWORKS INC COM 697435105 19,935 97,804 SH   SOLE   97,804 0 0
PROOFPOINT INC COM 743424103 24,839 192,478 SH   SOLE   192,478 0 0
QUANTA SVCS INC COM 74762E102 16,787 444,095 SH   SOLE   444,095 0 0
REDFIN CORP COM 75737F108 12,861 763,702 SH   SOLE   763,702 0 0
SPLUNK INC COM 848637104 10,586 89,820 SH   SOLE   89,820 0 0
SVMK INC COM 78489X103 15,405 900,866 SH   SOLE   900,866 0 0
TWITTER INC COM 90184L102 22,188 538,533 SH   SOLE   538,533 0 0
ULTA BEAUTY INC COM 90384S303 13,044 52,040 SH   SOLE   52,040 0 0
VAIL RESORTS INC COM 91879Q109 8,131 35,730 SH   SOLE   35,730 0 0
ZUORA INC COM CL A 98983V106 9,225 612,928 SH   SOLE   612,928 0 0