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   21,871 36,659 SH   SOLE   0 0 36,659
ALPHABET INC CAP STK CL A COM 02079K305   88 631 SH   SOLE   0 0 631
ALPHABET INC CAP STK CL C COM 02079K107   23,143 164,215 SH   SOLE   0 0 164,215
ANSYS INC COM COM 03662Q105   18,722 51,592 SH   SOLE   0 0 51,592
DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES ETF 25459Y207   93 1,104 SH   SOLE   0 0 1,104
FACTSET RESH SYS INC COM COM 303075105   15,014 31,472 SH   SOLE   0 0 31,472
FAIR ISAAC CORP COM COM 303250104   8,008 6,880 SH   SOLE   0 0 6,880
GARTNER INC COM COM 366651107   19,383 42,968 SH   SOLE   0 0 42,968
GOLDMAN SACHS ACTIVEBETA U.S. SMALL CAP EQUITY ETF ETF 381430602   1,901 30,119 SH   SOLE   0 0 30,119
IDEXX LABS INC COM COM 45168D104   23,426 42,206 SH   SOLE   0 0 42,206
INTUITIVE SURGICAL INC COM NEW COM 46120E602   19,692 58,371 SH   SOLE   0 0 58,371
INVESCO QQQ TRUST SERIES I ETF 46090E103   1,893 4,622 SH   SOLE   0 0 4,622
INVESCO WATER RESOURCES ETF ETF 46137V142   1,209 19,871 SH   SOLE   0 0 19,871
ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457   456 5,562 SH   SOLE   0 0 5,562
ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226   5,965 601 SH   SOLE   0 0 601
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF ETF 464287515   1,875 4,622 SH   SOLE   0 0 4,622
ISHARES MSCI MEXICO ETF ETF 464286822   467 6,878 SH   SOLE   0 0 6,878
ISHARES RUSSELL MIDCAP ETF ETF 464287499   151 1,943 SH   SOLE   0 0 1,943
MASTERCARD INCORPORATED CL A COM 57636Q104   29,450 69,048 SH   SOLE   0 0 69,048
MEDPACE HLDGS INC COM COM 58506Q109   18,522 60,426 SH   SOLE   0 0 60,426
MICROSOFT CORP COM COM 594918104   21,249 56,507 SH   SOLE   0 0 56,507
MONGODB INC CL A COM 60937P106   340 832 SH   SOLE   0 0 832
PALANTIR TECHNOLOGIES INC CL A COM 69608A108   77 45 SH   SOLE   0 0 45
PROLOGIS INC. COM COM 74340W103   19,283 144,661 SH   SOLE   0 0 144,661
ROPER TECHNOLOGIES INC COM COM 776696106   20,796 38,145 SH   SOLE   0 0 38,145
SAMSARA INC COM CL A COM 79589L106   7,745 232,030 SH   SOLE   0 0 232,030
SPDR S&P 500 ETF TRUST ETF 78462F103   5,894 12,401 SH   SOLE   0 0 12,401
SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF ETF 78468R556   839 6,127 SH   SOLE   0 0 6,127
SYNOPSYS INC COM COM 871607107   7,074 13,739 SH   SOLE   0 0 13,739
TEXAS PACIFIC LAND CORPORATION COM COM 88262P102   7,842 4,987 SH   SOLE   0 0 4,987
TYLER TECHNOLOGIES INC COM COM 902252105   20,372 48,724 SH   SOLE   0 0 48,724
VANGUARD REAL ESTATE ETF ETF 922908553   1,881 21,283 SH   SOLE   0 0 21,283
VANGUARD S&P 500 ETF ETF 922908363   168 385 SH   SOLE   0 0 385
VEEVA SYS INC CL A COM COM 922475108   85 44 SH   SOLE   0 0 44
VERISK ANALYTICS INC COM COM 92345Y106   11,350 47,518 SH   SOLE   0 0 47,518
VISA INC COM CL A COM 92826C839   29,980 115,154 SH   SOLE   0 0 115,154
WISDOMTREE INDIA EARNINGS FUND ETF 97717W422   418 10,190 SH   SOLE   0 0 10,190