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 SYSTEMS INCORPORATED COM 00724F101 3,276 5,594 SH   SOLE   5,594 0 0
ADVANCED MICRO DEVICES INC COM 007903107 6,920 73,672 SH   SOLE   73,672 0 0
ALPHABET INC CAP STK CL A 02079K305 3,362 1,377 SH   SOLE   1,377 0 0
ALTERYX INC COM CL A 02156B103 1,999 23,244 SH   SOLE   23,244 0 0
AMAZON COM INC COM 023135106 14,985 4,356 SH   SOLE   4,356 0 0
AMETEK INC COM 031100100 4,521 33,867 SH   SOLE   33,867 0 0
APPLE INC COM 037833100 5,921 43,235 SH   SOLE   43,235 0 0
APTIV PLC SHS G6095L109 4,811 30,582 SH   SOLE   30,582 0 0
AUTODESK INC COM 052769106 4,648 15,924 SH   SOLE   15,924 0 0
BROOKS AUTOMATION INC NEW COM 114340102 5,856 61,464 SH   SOLE   61,464 0 0
CERENCE INC COM 156727109 3,400 31,866 SH   SOLE   31,866 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 253 1,000 SH   SOLE   1,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 5,820 23,159 SH   SOLE   23,159 0 0
D R HORTON INC COM 23331A109 1,703 18,840 SH   SOLE   18,840 0 0
DYNATRACE INC COM NEW 268150109 6,284 107,574 SH   SOLE   107,574 0 0
ETSY INC COM 29786A106 967 4,700 SH   SOLE   4,700 0 0
FACEBOOK INC CL A 30303M102 5,000 14,379 SH   SOLE   14,379 0 0
HONEYWELL INTL INC COM 438516106 3,236 14,754 SH   SOLE   14,754 0 0
ICAD INC COM NEW 44934S206 2,912 168,246 SH   SOLE   168,246 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 5,212 5,667 SH   SOLE   5,667 0 0
IROBOT CORP COM 462726100 3,267 34,986 SH   SOLE   34,986 0 0
ISHARES TR ISHS 5-10YR INVT 464288638 178 2,946 SH   SOLE   2,946 0 0
ISHARES TR US TREAS BD ETF 46429B267 86 3,220 SH   SOLE   3,220 0 0
LAM RESEARCH CORP COM 512807108 1,757 2,700 SH   SOLE   2,700 0 0
MICROSOFT CORP COM 594918104 17,314 63,913 SH   SOLE   63,913 0 0
NETFLIX INC COM 64110L106 5,588 10,579 SH   SOLE   10,579 0 0
NVIDIA CORPORATION COM 67066G104 16,002 20,000 SH   SOLE   20,000 0 0
OMNICELL COM COM 68213N109 6,847 45,209 SH   SOLE   45,209 0 0
PAYPAL HLDGS INC COM 70450Y103 4,135 14,187 SH   SOLE   14,187 0 0
PEGASYSTEMS INC COM 705573103 5,449 39,149 SH   SOLE   39,149 0 0
PTC INC COM 69370C100 5,042 35,694 SH   SOLE   35,694 0 0
ROCKWELL AUTOMATION INC COM 773903109 5,028 17,579 SH   SOLE   17,579 0 0
S&P GLOBAL INC COM 78409V104 1,538 3,747 SH   SOLE   3,747 0 0
SERVICENOW INC COM 81762P102 2,158 3,926 SH   SOLE   3,926 0 0
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 103 298 SH   SOLE   298 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 3,048 8,444 SH   SOLE   8,444 0 0
SPLUNK INC COM 848637104 6,245 43,194 SH   SOLE   43,194 0 0
STEREOTAXIS INC COM NEW 85916J409 3,162 328,057 SH   SOLE   328,057 0 0
SYNOPSYS INC COM 871607107 5,067 18,372 SH   SOLE   18,372 0 0
TERADYNE INC COM 880770102 5,149 38,434 SH   SOLE   38,434 0 0
TESLA INC COM 88160R101 7,240 10,652 SH   SOLE   10,652 0 0
TRIMBLE INC COM 896239100 4,614 56,383 SH   SOLE   56,383 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 48 510 SH   SOLE   510 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 1,302 3,365 SH   SOLE   3,365 0 0