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 SYS INC COM 00724F101 5,403 22,160 SH   SOLE N/A 22,160 0 0
AMAZON COM INC COM 023135106 13,088 7,700 SH   SOLE N/A 7,700 0 0
AUTODESK INC COM 052769106 9,773 74,550 SH   SOLE N/A 74,550 0 0
BECTON DICKINSON & CO COM 075887109 9,889 41,280 SH   SOLE N/A 41,280 0 0
BOEING CO COM 097023105 8,210 24,470 SH   SOLE N/A 24,470 0 0
BOTTOMLINE TECH DEL INC COM 101388106 5,054 101,430 SH   SOLE N/A 101,430 0 0
CHEVRON CORP NEW COM 166764100 10,374 82,050 SH   SOLE N/A 82,050 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 6,439 135,764 SH   SOLE N/A 135,764 0 0
EVO PMTS INC CL A COM 26927E104 6,587 320,060 SH   SOLE N/A 320,060 0 0
HYATT HOTELS CORP COM CL A 448579102 10,445 135,390 SH   SOLE N/A 135,390 0 0
LULULEMON ATHLETICA INC COM 550021109 6,291 50,390 SH   SOLE N/A 50,390 0 0
MASTERCARD INCORPORATED CL A 57636Q104 8,867 45,120 SH   SOLE N/A 45,120 0 0
MICROSOFT CORP COM 594918104 14,442 146,460 SH   SOLE N/A 146,460 0 0
MSCI INC COM 55354G100 10,301 62,270 SH   SOLE N/A 62,270 0 0
NOVANTA INC COM 67000B104 7,583 121,710 SH   SOLE N/A 121,710 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 10,255 122,550 SH   SOLE N/A 122,550 0 0
PAYPAL HLDGS INC COM 70450Y103 9,767 117,290 SH   SOLE N/A 117,290 0 0
PTC INC COM 69370C100 8,416 89,710 SH   SOLE N/A 89,710 0 0
REALPAGE INC COM 75606N109 16,698 303,040 SH   SOLE N/A 303,040 0 0
ROPER TECHNOLOGIES INC COM 776696106 13,525 49,020 SH   SOLE N/A 49,020 0 0
SALESFORCE COM INC COM 79466L302 15,241 111,740 SH   SOLE N/A 111,740 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 13,873 165,210 SH   SOLE N/A 165,210 0 0
TIFFANY & CO NEW COM 886547108 8,508 64,650 SH   SOLE N/A 64,650 0 0
UPLAND SOFTWARE INC COM 91544A109 4,303 125,210 SH   SOLE N/A 125,210 0 0
URBAN OUTFITTERS INC COM 917047102 3,633 81,520 SH   SOLE N/A 81,520 0 0
VISA INC COM CL A 92826C839 9,240 69,760 SH   SOLE N/A 69,760 0 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 4,276 42,290 SH   SOLE N/A 42,290 0 0
WEX INC COM 96208T104 11,488 60,310 SH   SOLE N/A 60,310 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 17,118 235,070 SH   SOLE N/A 235,070 0 0
XPO LOGISTICS INC COM 983793100 12,592 125,690 SH   SOLE N/A 125,690 0 0