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 INC COM 00724F101 2,686 6,171 SH   SOLE N/A 6,171 0 0
ALLOGENE THERAPEUTICS INC COM 019770106 1,593 37,196 SH   SOLE N/A 37,196 0 0
ALPHABET INC CAP STK CL A 02079K305 12,258 8,644 SH   SOLE N/A 8,644 0 0
ALTERYX INC COM CL A 02156B103 2,505 15,250 SH   SOLE N/A 15,250 0 0
AMAZON COM INC COM 023135106 11,179 4,052 SH   SOLE N/A 4,052 0 0
AMERESCO INC CL A 02361E108 1,630 58,692 SH   SOLE N/A 58,692 0 0
APPFOLIO INC COM CL A 03783C100 1,083 6,658 SH   SOLE N/A 6,658 0 0
APPLE INC COM 037833100 2,767 7,585 SH   SOLE N/A 7,585 0 0
ARISTA NETWORKS INC COM 040413106 1,421 6,765 SH   SOLE N/A 6,765 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 7,696 178,183 SH   SOLE N/A 178,183 0 0
AVALARA INC COM 05338G106 2,266 17,026 SH   SOLE N/A 17,026 0 0
BILL COM HLDGS INC COM 090043100 2,526 28,000 SH   SOLE N/A 28,000 0 0
BLACKROCK INC COM 09247X101 2,960 5,440 SH   SOLE N/A 5,440 0 0
BOX INC CL A 10316T104 2,094 100,888 SH   SOLE N/A 100,888 0 0
CAPITAL ONE FINL CORP COM 14040H105 407 6,500 SH   SOLE N/A 6,500 0 0
CARGURUS INC COM CL A 141788109 2,496 98,464 SH   SOLE N/A 98,464 0 0
CATALYST PHARMACEUTICALS INC COM 14888U101 938 203,133 SH   SOLE N/A 203,133 0 0
CHEESECAKE FACTORY INC COM 163072101 2,705 118,026 SH   SOLE N/A 118,026 0 0
CINTAS CORP COM 172908105 3,210 12,050 SH   SOLE N/A 12,050 0 0
CLEAN HARBORS INC COM 184496107 2,517 41,966 SH   SOLE N/A 41,966 0 0
CLOUDFLARE INC CL A COM 18915M107 2,049 57,000 SH   SOLE N/A 57,000 0 0
COHEN & STEERS INC COM 19247A100 2,060 30,270 SH   SOLE N/A 30,270 0 0
CONTINENTAL RES INC COM 212015101 209 11,903 SH   SOLE N/A 11,903 0 0
COPART INC COM 217204106 3,610 43,351 SH   SOLE N/A 43,351 0 0
CORCEPT THERAPEUTICS INC COM 218352102 2,982 177,300 SH   SOLE N/A 177,300 0 0
COSTAR GROUP INC COM 22160N109 1,066 1,500 SH   SOLE N/A 1,500 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 2,106 21,000 SH   SOLE N/A 21,000 0 0
DANAHER CORPORATION COM 235851102 3,890 22,000 SH   SOLE N/A 22,000 0 0
DATADOG INC CL A COM 23804L103 2,217 25,500 SH   SOLE N/A 25,500 0 0
EAGLE PHARMACEUTICALS INC COM 269796108 1,718 35,815 SH   SOLE N/A 35,815 0 0
ENCORE WIRE CORP COM 292562105 2,546 52,153 SH   SOLE N/A 52,153 0 0
EPAM SYS INC COM 29414B104 2,759 10,949 SH   SOLE N/A 10,949 0 0
EURONET WORLDWIDE INC COM 298736109 1,735 18,112 SH   SOLE N/A 18,112 0 0
EXELIXIS INC COM 30161Q104 546 22,979 SH   SOLE N/A 22,979 0 0
FACEBOOK INC CL A 30303M102 8,370 36,860 SH   SOLE N/A 36,860 0 0
FEDEX CORP COM 31428X106 4,845 34,555 SH   SOLE N/A 34,555 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 599 5,656 SH   SOLE N/A 5,656 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 2,430 9,660 SH   SOLE N/A 9,660 0 0
FORTINET INC COM 34959E109 4,826 35,156 SH   SOLE N/A 35,156 0 0
GEO GROUP INC NEW COM 36162J106 1,967 166,274 SH   SOLE N/A 166,274 0 0
GEOPARK LTD USD SHS G38327105 58 5,911 SH   SOLE N/A 5,911 0 0
GLOBAL BLOOD THERAPEUTICS IN COM 37890U108 1,980 31,362 SH   SOLE N/A 31,362 0 0
GREEN DOT CORP CL A 39304D102 2,692 54,843 SH   SOLE N/A 54,843 0 0
GUARDANT HEALTH INC COM 40131M109 2,673 32,943 SH   SOLE N/A 32,943 0 0
HEALTHSTREAM INC COM 42222N103 1,035 46,764 SH   SOLE N/A 46,764 0 0
IMPINJ INC COM 453204109 1,923 70,016 SH   SOLE N/A 70,016 0 0
INSPERITY INC COM 45778Q107 3,162 48,848 SH   SOLE N/A 48,848 0 0
INTER PARFUMS INC COM 458334109 162 3,361 SH   SOLE N/A 3,361 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 2,388 26,074 SH   SOLE N/A 26,074 0 0
INTUIT COM 461202103 1,883 6,359 SH   SOLE N/A 6,359 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 1,709 3,000 SH   SOLE N/A 3,000 0 0
IONIS PHARMACEUTICALS INC COM 462222100 3,756 63,707 SH   SOLE N/A 63,707 0 0
J & J SNACK FOODS CORP COM 466032109 2,507 19,722 SH   SOLE N/A 19,722 0 0
KURA ONCOLOGY INC COM 50127T109 1,016 62,331 SH   SOLE N/A 62,331 0 0
LAS VEGAS SANDS CORP COM 517834107 2,274 49,929 SH   SOLE N/A 49,929 0 0
LEMAITRE VASCULAR INC COM 525558201 1,721 65,173 SH   SOLE N/A 65,173 0 0
LENDINGTREE INC NEW COM 52603B107 3,036 10,486 SH   SOLE N/A 10,486 0 0
LIVE OAK BANCSHARES INC COM 53803X105 2,982 205,545 SH   SOLE N/A 205,545 0 0
LIVONGO HEALTH INC COM 539183103 2,030 27,000 SH   SOLE N/A 27,000 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105 2,758 24,351 SH   SOLE N/A 24,351 0 0
MASIMO CORP COM 574795100 5,530 24,257 SH   SOLE N/A 24,257 0 0
MEDICAL PPTYS TRUST INC COM 58463J304 1,879 99,957 SH   SOLE N/A 99,957 0 0
MEDPACE HLDGS INC COM 58506Q109 1,646 17,698 SH   SOLE N/A 17,698 0 0
MERIT MED SYS INC COM 589889104 1,457 31,915 SH   SOLE N/A 31,915 0 0
MICROSOFT CORP COM 594918104 3,777 18,559 SH   SOLE N/A 18,559 0 0
MONGODB INC CL A 60937P106 2,952 13,042 SH   SOLE N/A 13,042 0 0
MONOLITHIC PWR SYS INC COM 609839105 1,228 5,182 SH   SOLE N/A 5,182 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 1,946 28,071 SH   SOLE N/A 28,071 0 0
NATIONAL BEVERAGE CORP COM 635017106 2,081 34,100 SH   SOLE N/A 34,100 0 0
NATIONAL RESH CORP COM NEW 637372202 810 13,917 SH   SOLE N/A 13,917 0 0
NETFLIX INC COM 64110L106 6,228 13,686 SH   SOLE N/A 13,686 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 2,697 22,106 SH   SOLE N/A 22,106 0 0
NVIDIA CORPORATION COM 67066G104 4,666 12,283 SH   SOLE N/A 12,283 0 0
OKTA INC CL A 679295105 3,504 17,500 SH   SOLE N/A 17,500 0 0
OMNICELL INC COM 68213N109 2,397 33,938 SH   SOLE N/A 33,938 0 0
PAYCOM SOFTWARE INC COM 70432V102 3,543 11,438 SH   SOLE N/A 11,438 0 0
PENUMBRA INC COM 70975L107 1,587 8,873 SH   SOLE N/A 8,873 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104 1,175 27,994 SH   SOLE N/A 27,994 0 0
PREFERRED BK LOS ANGELES CA COM NEW 740367404 1,495 34,885 SH   SOLE N/A 34,885 0 0
REGENERON PHARMACEUTICALS COM 75886F107 3,502 5,615 SH   SOLE N/A 5,615 0 0
RESMED INC COM 761152107 3,096 16,125 SH   SOLE N/A 16,125 0 0
RINGCENTRAL INC CL A 76680R206 3,848 13,500 SH   SOLE N/A 13,500 0 0
ROKU INC COM CL A 77543R102 1,586 13,609 SH   SOLE N/A 13,609 0 0
SALESFORCE COM INC COM 79466L302 2,623 14,000 SH   SOLE N/A 14,000 0 0
SEATTLE GENETICS INC COM 812578102 2,154 12,679 SH   SOLE N/A 12,679 0 0
SHOPIFY INC CL A 82509L107 2,373 2,500 SH   SOLE N/A 2,500 0 0
SHUTTERSTOCK INC COM 825690100 1,884 53,871 SH   SOLE N/A 53,871 0 0
SKECHERS U S A INC CL A 830566105 3,005 95,753 SH   SOLE N/A 95,753 0 0
SQUARE INC CL A 852234103 4,040 38,500 SH   SOLE N/A 38,500 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 4,577 81,046 SH   SOLE N/A 81,046 0 0
STEEL DYNAMICS INC COM 858119100 369 14,151 SH   SOLE N/A 14,151 0 0
STITCH FIX INC COM CL A 860897107 2,831 113,515 SH   SOLE N/A 113,515 0 0
SUPER MICRO COMPUTER INC COM 86800U104 2,861 100,761 SH   SOLE N/A 100,761 0 0
SUPERNUS PHARMACEUTICALS INC COM 868459108 1,986 83,632 SH   SOLE N/A 83,632 0 0
SYNOPSYS INC COM 871607107 1,541 7,900 SH   SOLE N/A 7,900 0 0
TELADOC HEALTH INC COM 87918A105 1,336 7,000 SH   SOLE N/A 7,000 0 0
TESLA INC COM 88160R101 4,859 4,500 SH   SOLE N/A 4,500 0 0
THE TRADE DESK INC COM CL A 88339J105 3,318 8,162 SH   SOLE N/A 8,162 0 0
TRIPADVISOR INC COM 896945201 2,120 111,532 SH   SOLE N/A 111,532 0 0
TTEC HLDGS INC COM 89854H102 498 10,700 SH   SOLE N/A 10,700 0 0
TWILIO INC CL A 90138F102 3,620 16,500 SH   SOLE N/A 16,500 0 0
UBIQUITI INC COM 90353W103 2,010 11,516 SH   SOLE N/A 11,516 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 2,392 30,582 SH   SOLE N/A 30,582 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 2,669 22,058 SH   SOLE N/A 22,058 0 0
VEEVA SYS INC CL A COM 922475108 1,942 8,285 SH   SOLE N/A 8,285 0 0
VERISIGN INC COM 92343E102 3,353 16,212 SH   SOLE N/A 16,212 0 0
VICOR CORP COM 925815102 2,826 39,282 SH   SOLE N/A 39,282 0 0
WAYFAIR INC CL A 94419L101 1,498 7,581 SH   SOLE N/A 7,581 0 0
WISDOMTREE INVTS INC COM 97717P104 3,351 965,781 SH   SOLE N/A 965,781 0 0
WORKDAY INC CL A 98138H101 2,717 14,500 SH   SOLE N/A 14,500 0 0
YELP INC CL A 985817105 2,465 106,551 SH   SOLE N/A 106,551 0 0
ZILLOW GROUP INC CL A 98954M101 1,437 25,000 SH   SOLE N/A 25,000 0 0
ZSCALER INC COM 98980G102 2,135 19,500 SH   SOLE N/A 19,500 0 0
ZYNEX INC COM 98986M103 789 31,734 SH   SOLE N/A 31,734 0 0