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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE INC COM COM 00724F101   18,758 36,783 SH   SOLE   0 0 36,783
ALPHABET INC CAP STK CL A COM 02079K305   79 600 SH   SOLE   0 0 600
ALPHABET INC CAP STK CL C COM 02079K107   21,794 165,281 SH   SOLE   0 0 165,281
ANSYS INC COM COM 03662Q105   17,938 60,278 SH   SOLE   0 0 60,278
DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES ETF 25459Y207   83 1,104 SH   SOLE   0 0 1,104
FACTSET RESH SYS INC COM COM 303075105   13,750 31,447 SH   SOLE   0 0 31,447
GARTNER INC COM COM 366651107   19,320 56,226 SH   SOLE   0 0 56,226
GOLDMAN SACHS ACTIVEBETA U.S. SMALL CAP EQUITY ETF ETF 381430602   1,513 27,089 SH   SOLE   0 0 27,089
IDEXX LABS INC COM COM 45168D104   18,449 42,181 SH   SOLE   0 0 42,181
INTUITIVE SURGICAL INC COM NEW COM 46120E602   16,946 57,972 SH   SOLE   0 0 57,972
INVESCO QQQ TRUST SERIES I ETF 46090E103   1,627 4,540 SH   SOLE   0 0 4,540
INVESCO WATER RESOURCES ETF ETF 46137V142   1,036 19,473 SH   SOLE   0 0 19,473
ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457   346 4,271 SH   SOLE   0 0 4,271
ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226   57 601 SH   SOLE   0 0 601
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF ETF 464287515   1,549 4,539 SH   SOLE   0 0 4,539
ISHARES MSCI ACWI EX U.S. ETF ETF 464288240   224 4,760 SH   SOLE   0 0 4,760
ISHARES MSCI EMERGING MARKETS ETF ETF 464287234   73 1,934 SH   SOLE   0 0 1,934
ISHARES MSCI MEXICO ETF ETF 464286822   1,134 19,467 SH   SOLE   0 0 19,467
ISHARES RUSSELL 2000 ETF ETF 464287655   131 742 SH   SOLE   0 0 742
ISHARES RUSSELL MIDCAP ETF ETF 464287499   135 1,943 SH   SOLE   0 0 1,943
MASTERCARD INCORPORATED CL A COM 57636Q104   27,347 69,069 SH   SOLE   0 0 69,069
MEDPACE HLDGS INC COM COM 58506Q109   14,660 60,534 SH   SOLE   0 0 60,534
MICROSOFT CORP COM COM 594918104   17,818 56,426 SH   SOLE   0 0 56,426
MONGODB INC CL A COM 60937P106   288 832 SH   SOLE   0 0 832
PROLOGIS INC. COM COM 74340W103   16,054 143,053 SH   SOLE   0 0 143,053
ROPER TECHNOLOGIES INC COM COM 776696106   18,514 38,229 SH   SOLE   0 0 38,229
SAMSARA INC COM CL A COM 79589L106   5,772 228,910 SH   SOLE   0 0 228,910
SPDR S&P 500 ETF TRUST ETF 78462F103   5,219 12,209 SH   SOLE   0 0 12,209
SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF ETF 78468R556   814 5,505 SH   SOLE   0 0 5,505
TEXAS PACIFIC LAND CORPORATION COM COM 88262P102   8,963 4,915 SH   SOLE   0 0 4,915
TYLER TECHNOLOGIES INC COM COM 902252105   19,019 49,252 SH   SOLE   0 0 49,252
VANGUARD REAL ESTATE ETF ETF 922908553   1,577 20,841 SH   SOLE   0 0 20,841
VANGUARD S&P 500 ETF ETF 922908363   151 385 SH   SOLE   0 0 385
VEEVA SYS INC CL A COM COM 922475108   16,244 79,838 SH   SOLE   0 0 79,838
VERISK ANALYTICS INC COM COM 92345Y106   11,043 46,744 SH   SOLE   0 0 46,744
VISA INC COM CL A COM 92826C839   26,592 115,601 SH   SOLE   0 0 115,601